Financial Planning Fees

We offer a complimentary “get-acquainted” meeting to describe our services and to explore whether we are a good fit for you. Our hourly fee for financial planning services is $200/hour. In general, we charge a fixed fee for a written financial plan, ranging from $800 to $2,000, depending on the complexity of the plan. You receive the expertise of both Roy and Gary for this fee, as we work jointly with all of our clients.