At Wise Planning, we stress the importance of costs as being one of the important components of financial success that we can control.
We are committed to providing exceptional, personalized service. At the same time, we make every effort to minimize client expenses by recommending efficient methods for implementing our strategies and providing our own services at the lowest reasonable cost.
Personal Financial Planning Fee Guidelines
Wise Planning Fees are based on assets and complexity of the client profile. The matrix below provides the fee range for levels of investment assets. Investment Assets are generally defined as all assets owned other than a personal residence, personal property, and closely held business.
| Investment Assets | Annual Fee Range | |
| $0-$800,000 | $3,000 | |
| $800,000-$1,200,000 | $3,000 | $4,800 |
| $1,200,000-$1,600,000 | $4,800 | $6,400 |
| $1,600,000-$2,000,000 | $6,400 | $8,000 |
| $2,000,000-$3,500,000 | $8,000 | $10,000 |
| $3,500,000-$5,000,000 | $10,000 | $12,000 |
| $5,000,000-$7,500,000 | $12,000 | $15,000 |
| $7,500,000 – $20,000,000 | $15,000 | $22,000 |
| $20,000,000+ | Negotiated | |