About PlannerFees

Most people who want a financial plan don't need someone to manage their money for 1% a year. They want a few hours of advice or one well-made plan, at a price they know up front. Those planners exist, but their prices are buried in regulatory PDFs.

PlannerFees pulls those prices out of the filings and puts them side by side, with the original wording, so you can compare planners before you book a call.

Who runs PlannerFees

PlannerFees is run by a small independent team of data and software people. We are not financial advisers and we do not recommend any firm. Our job is to collect what firms publish about their fees and present it accurately, with a link to the source for every number.

Independence

No firm pays to be listed, and no firm can pay to change its fees, its position in a list or anything we say about it. If we ever show advertising or sponsored listings, they will be clearly labelled as such and kept separate from the fee data.

Corrections

If you are an adviser and your listing is wrong, email corrections@plannerfees.com with your CRD number. We check every report against your latest filing. Read how the data is collected.