We have your best interest in mind.
AFP believes that you are best served when your financial advice is objective and your fees are transparent.
Learn more about our fee structure.
Alexander Financial Planning utilizes a Flat-Fee structure
Our flat-fee pricing means your fee doesn’t increase simply based on portfolio balance. Compared to advisors who typically charge 1% of Assets Under Management (AUM), our services tend to be a much better value without compromising quality. More detailed information on our fee structure can be found in our disclosure brochure, the Form ADV.
COMBINED SERVICES
includes:
FINANCIAL LIFE PLANNING & INVESTMENT MANAGEMENT
Cash Flow Wealth Management Service
$10,000 MINIMUM ANNUAL FEE
ONE TIME SET-UP FEE: $500-$600
- Designed for pre-retirees or those in retirement with investable assets of $2-5 million.
- Clients who have investable assets over $5 million should expect to pay more than $10,000 per year. The annual fee will be customized for each client based on the level of investable assets and complexity.
- The annual fee for clients with greater complexity may exceed $10,000, even with assets below $3 million. If you have: irrevocable trusts, highly structured legal estates, private investments, complex family relationships, multiple real estate holdings, or other significant financial complexity.
- The annual fee is billed in quarterly installments and may be either deducted from your managed accounts or paid directly.
Goal Driven Wealth Management Service
$3,000-$7,000 ANNUAL FEE
ONE TIME SET-UP FEE: $350-$500
- Designed for goal-focused individuals and families, typically in their 30s to late 40s.
- For clients who are building wealth and planning for major life milestones.
- The annual fee is tailored to each client based on financial complexity, number of goals, and scope of planning needs.
- Clients with greater complexity or desiring professional investment management should expect to pay a fee on the higher end of the range.
- The annual fee is billed on a monthly subscription model through AdvicePay.
All fees are agreed upon before formalizing our relationship and reviewed annually.
We recognize that some clients are just not ready or do not need our combined services. We also work with organizations and non-profits that just need an investment management service.
To this end, we offer these two additional stand-alone services.
Stand-Alone Services
Financial Life Planning Only
$8,000 MINIMUM ANNUAL FEE
ONE TIME SET-UP FEE: $350-$600
- Designed for individuals and families, typically age 50 and up.
- Holistic financial life planning with no professional investment management.
- The annual flat fee is customized based on the scope and complexity of your financial situation.
- The annual fee is billed in installments as the plan is completed.
- The annual plan update fees are communicated at the time of the plan update.
Investment Management Only
$5,000 MINIMUM ANNUAL FEE
ONE TIME SET-UP FEE: $500
- Designed for individuals and families, typically age 50 and up.
- For those seeking professional portfolio management without a financial life plan.
- The annual fee is billed in quarterly installments and may be deducted from managed accounts or paid directly.
- The annual fee is reviewed annually and adjusted as needed.
