In a financial world filled with jargon and complex disclosures, we like to keep fees straightforward and transparent.
Hourly Financial Planning
We provide financial planning and advice at an hourly rate of $350.
Based on the complexity of your financial questions or concerns, you’ll receive a flat fee estimate to complete your project based on an hourly rate. Most hourly comprehensive plans cost between $3,500-$8,500 and are delivered within 30 days of project start.
We default to annual meetings with our hourly clients to renew their plan and address any questions or concerns that have come up since our first project. While not mandatory, we believe these annual meetings are critical to creating strong, long-term relationships with our clients.
Meeting sooner than one year is always an option regardless of project size.
Signature Client Program
We provide monthly retainer services to clients with a need for extensive and ongoing financial management. Similar to a family office format, we provide ongoing support, proactive monitoring and advice, and coordination with your other service providers.
All of our retainer clients must first go through a comprehensive financial plan completed at a cost of $15,000 which will help determine which of the three tiers of complexity they fit into best.
Tier 1: $3,000/month
Tier 2: $6,000/month
Tier 3: $10,000/month
Learn more about Scholar Advising, meet our advisors, and see what makes this firm stand apart from the rest.
Examples of Financial Advisory Services and Topics
- Investment account asset allocation
- Asset location strategy and tax efficiency
- Rebalancing plans
- Cash flow strategy and planning
- Analysis of competing investment options
- Real estate investment valuation
- Self employed savings plans
- College savings plans
- Financial goal setting and monitoring
- Debt repayment and PSLF
- Benefits and insurance coverage
- Risk management
- Deferred compensation, options, and restricted stock (RSUs)
- Social Security timing
- Required Minimum Distributions (RMDs)
- Business sales
- Tax efficiency
- Real estate and large purchase decisions
- Assistance in setting up and maintaining investment accounts
- Estate planning strategies
- Windfall or inheritance investment decisions
- Business valuation and secondary income planning
- Comprehensive retirement planning and subsequent reviews that include savings, spending, and investment goals.
We want to be your point of contact for all personal finance and investment questions and concerns. As a client, you can contact your advisor with any finance issue coming your way. Let us find a solution and help you implement it with confidence.
Learn More
Explore example Client Profiles and Case Studies
Read about our financial advising process.
Next Steps
We use a range of technology options that allow us to provide financial planning services remotely to clients in states all over the US. Use the link below to schedule your Welcome Meeting. The initial meeting is free and has no need for a commitment.