Alexander Financial Planning

Our Fees



FEES for COMBINED SERVICES

Alexander Financial Planning utilizes a Flat-Fee structure for our Cash Flow Wealth Management and our Goal Driven Wealth Management Services.

This type of fee structure is based more on the complexity and scope of your financial situation and less on the amount of investable assets. Just because you have more investable assets shouldn’t mean you should be paying more. More detailed information on our fee structure can be found in our ADV.

Cash Flow Wealth Management

• Typically for those age 50 and up

Set-up Fee $500 - $750:

• Minimum Flat Fee $7,000 & up
• Billed Quarterly – Direct or can be deducted from an account
• Fee is reviewed annually at Plan Update Meeting

Goal Driven Wealth Management

• Typically for those in their 30s to late 40s

Set-up Fee $500 - $650:

• Minimum Flat Fee $3,000 (typical range $3,000 to $7,000)
• Billed Monthly – Using Advise Pay
• Fee is reviewed annually at Plan Update Meeting

FEES for STAND-ALONE SERVICES

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 provide these two services based on some set criteria. More detailed information on our fee structure can be found in our ADV.


Financial Planning Only

• Typically for those age 50 and up

Set-up Fee $350 - $600:

• Minimum Fee $6,000
• Fee is Billed as Plan is Completed
• Annual Plan Updates Typically are 80% or first years fee

Investment Management Only

• Typically for those age 50 and up

Set-up Fee $500:

• Minimum Flat Fee $5,000 & up
• Billed Quarterly – Direct or can be deducted from an account
• Annual Investment Review

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Learn about the History of Fees in Our Industry



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At AFP, we help enrich your life story through thoughtful and effective financial life planning.







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OUR OFFICE
3600 Olentangy River Rd
Suite C2
Columbus, Ohio 43214 GOOGLE MAPS
1-614-538-1600




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