Pricing draft

We believe all aspects of the financial planning process should prioritize transparency and communication, including pricing. As every financial plan is unique there's no "one size fits all" solution; read below to discover what aspects of our services align best with your needs and expected associated costs.

FAQ

Is there a minimum amount of assets required to be a client?

No. Our team believes financial education and enhancement should be available to everyone.

Do all my assets need to be unfer firm management?

No. The goal of the PG team is to aid your best interest in making informed decisions for assets trusted under our management,

Do all accounts have fees?

We offer both passive and actively managed accounts to provide a fee base that works for everyone.

How often are plans renewed?

We recommend that plans are renewed when new goals and considerations need to be included. As your financial picture expands your plan should be renewed to be accurate. The final choice is always yours to make.

Cost Breakdown

A base description of our costs is provided below.

Every financial plan is unique; you can schedule a complimentary consultation to discuss the specific costs and benefits you can expect through a partnership with us.

Financial Planning

A financial plan gathers a full picture of your financial situation before implementing recommendations.

Your plan will focus on the objectives most important to you, which may include:

Saving for retirement

- Budgeting and cash flow
- Insurance needs and coverage
- Paying for education
- Major purchase funding
- Estate planning strategies
- Small business planning

This is not a comprehensive list, if you'd like to learn more about the benefits of planning please review our planning information here.

Financial plans include advice tailored to your specific needs. Planning clients may recieve investment recommendations from thier financial advisor for any account they may hold. If you are interested in ongoing investment management in addition to your plan please read more about our advisory platform below.

Financial plans begin at $1,500.

Investment Management

As a financial planning client we give you the option to open accounts with us under our active investment management.

Our actively managed platform offers an array of investments in a coordinated portfolio allocated to your needs. Your financial advisor will provide ongoing financial advice and portfolio reviews of these accounts. Active management pricing is based on a tiered schedule, available below.

Dollars Under Management Program Fee

Up to $500K 1.00 %
$500K-750K 0.90 %
$750K-1M 0.85 %
$1M-2M 0.75 %
$2M-5M 0.65 %
Above $5M 0.50 %