{"source":"PlannerFees, analysis of SEC Form ADV Part 2A brochures","license":"CC BY 4.0","dataAsOf":"2026-10-06","firms":[{"crd":115948,"name":"1 North Wealth Services, LLC","city":"Annapolis","state":"MD","fees":{"hourly":[400,400],"annual":[3200,3200]},"sourceSentences":{"hourly":"Fees currently range from $400 hourly to $3,200 annually for project or more comprehensive planning, depending on the level of service required, and are negotiable.","annual":"Fees currently range from $400 hourly to $3,200 annually for project or more comprehensive planning, depending on the level of service required, and are negotiable."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058920","page":"https://plannerfees.com/planners/1-north-wealth-services-llc-115948/"},{"crd":342685,"name":"10/28 Wealth Management LLC","city":"Oceanside","state":"CA","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning 10/28 WM collects an initial fee, ranging from $500 to $10,000.","hourly":"Our hourly rate is $300."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051517","page":"https://plannerfees.com/planners/10-28-wealth-management-llc-342685/"},{"crd":329985,"name":"100 Plus Planning","city":"Center Valley","state":"PA","fees":{"flat":[1000,6000]},"sourceSentences":{"flat":"Fixed project-based fee rates range from $1,000 to $6,000."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014396","page":"https://plannerfees.com/planners/100-plus-planning-329985/"},{"crd":323398,"name":"10Elms LLP","city":"Tulsa","state":"OK","fees":{"hourly":[175,175],"flat":[1000,3000]},"sourceSentences":{"flat":"The fixed fee can range from $1,000 to $3,000, to be agreed in advance, and our hourly rate is $175.","hourly":"The fixed fee can range from $1,000 to $3,000, to be agreed in advance, and our hourly rate is $175."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035154","page":"https://plannerfees.com/planners/10elms-llp-323398/"},{"crd":325171,"name":"10TH Street Capital","city":"Philadelphia","state":"PA","fees":{"hourly":[300,300],"flat":[3000,20000]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is $300.","flat":"The negotiated fixed fee for one time planning is between $3,000 and $20,000 based on the duration, complexity, and scope of engagement."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000172","page":"https://plannerfees.com/planners/10th-street-capital-325171/"},{"crd":174569,"name":"11 Financial","city":"Lufkin","state":"TX","fees":{"hourly":[250,250],"flat":[50,5000]},"sourceSentences":{"hourly":"11 Financial charges $250 per hour for financial planning services.","flat":"The fixed rate for creating client financial plans is between $50 and $5,000 depending on the services needed, and the scope and complexity of the client’s circumstances."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042646","page":"https://plannerfees.com/planners/11-financial-174569/"},{"crd":332169,"name":"114TH Financial LC","city":"South Jordan","state":"UT","fees":{"hourly":[150,150],"monthly":[150,150],"annual":[1800,1800]},"sourceSentences":{"hourly":"For services provided outside the scope of these services, 114th Financial charges an hourly fee of $150 per hour and will only provide such services at an hourly fee upon prior written consent of the client.","monthly":"Feb 10, 2025 service for a fee of $150 per month, totalling $1,800 per year.","annual":"Feb 10, 2025 service for a fee of $150 per month, totalling $1,800 per year."},"brochureDate":"2/11/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=942200","page":"https://plannerfees.com/planners/114th-financial-lc-332169/"},{"crd":328921,"name":"133 Legacy","city":"Campobello","state":"SC","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"133 Legacy charges a negotiable fixed fee with a maximum fee of $10,000 for financial planning services."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015468","page":"https://plannerfees.com/planners/133-legacy-328921/"},{"crd":337459,"name":"15 Wealth Advisors LLC","city":"Mundelein","state":"IL","fees":{"annual":[250,10000]},"sourceSentences":{"annual":"One-time/project planning fee, up to $10,000 and this single flat fee for the preparation and delivery of a written financial plan or a defined planning deliverable, ongoing subscription planning fee -$250 to $10,000 per year for continuing financial planning services over the term of the agreement, billed monthly,…"},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057382","page":"https://plannerfees.com/planners/15-wealth-advisors-llc-337459/"},{"crd":119262,"name":"1620 Investment Advisors, Inc.","city":"Plymouth","state":"MA","fees":{"hourly":[75,175]},"sourceSentences":{"hourly":"Fees may be provided on an hourly rate, ranging from $75 to $175 per hour, or on a fixed engagement fee."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047061","page":"https://plannerfees.com/planners/1620-investment-advisors-inc-119262/"},{"crd":175346,"name":"1900 Wealth","city":"San Antonio","state":"TX","fees":{"hourly":[350,350],"flat":[1500,1500]},"sourceSentences":{"flat":"A typical plan fee is $1,500; however, the fee could exceed that depending on the complexity.","hourly":"Tax Planning Consulting Services Tax planning consulting services fees are based on an hourly negotiable fee of $350 per hour billed in arrears after the engagement is completed."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015472","page":"https://plannerfees.com/planners/1900-wealth-175346/"},{"crd":142089,"name":"1ST Advantage Financial Advisers, LLC","city":"Lombard","state":"IL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"For such services, 1st Advantage Financial Advisers, LLC will charge an hourly rate of $200 per hour and such rate is subject to negotiation. 1st Advantage Financial Advisers, LLC does not have a minimum net worth or minimum portfolio size requirement for its clients."},"brochureDate":"11/18/2014","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=270479","page":"https://plannerfees.com/planners/1st-advantage-financial-advisers-llc-142089/"},{"crd":175364,"name":"1Taxfinancial","city":"Cincinnati","state":"OH","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"1TaxFinancial bills clients $300.00 per hour for project Financial Planning Services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035715","page":"https://plannerfees.com/planners/1taxfinancial-175364/"},{"crd":319193,"name":"1Up Financial Advisors LLC","city":"Cary","state":"NC","fees":{"hourly":[250,250],"flat":[0,2500],"monthly":[300,1000]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an initial charge of $0 - $2,500 and an ongoing fee that is paid monthly, in advance, at the rate of $300 - $1,000 per month, based on complexity and needs of the client and may be negotiable in certain cases at the discretion of 1Up.","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an initial charge of $0 - $2,500 and an ongoing fee that is paid monthly, in advance, at the rate of $300 - $1,000 per month, based on complexity and needs of the client and may be negotiable in certain cases at the discretion of 1Up.","hourly":"We provide financial planning through an hourly fee structure at a rate of $250 per hour."},"brochureDate":"3/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015815","page":"https://plannerfees.com/planners/1up-financial-advisors-llc-319193/"},{"crd":153979,"name":"2020 Financial Planning LLC","city":"Seattle","state":"WA","fees":{"hourly":[300,300],"flat":[2500,2500]},"sourceSentences":{"flat":"Financial Plan: $2,500 o $4,000.","hourly":"$300/hour and billed to Client in 30 minute increments."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058065","page":"https://plannerfees.com/planners/2020-financial-planning-llc-153979/"},{"crd":333198,"name":"21:5 Advisors, LLC","city":"Peoria","state":"AZ","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Fees are paid quarterly in advance, ranging up to $50,000 per year and based on our hourly rate of $500."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047913","page":"https://plannerfees.com/planners/21-5-advisors-llc-333198/"},{"crd":325317,"name":"212 Wealth Management","city":"Scottsdale","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee rate is $250 per hour."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055263","page":"https://plannerfees.com/planners/212-wealth-management-325317/"},{"crd":292402,"name":"22 Seven Wealth Management Inc","city":"Panama City","state":"FL","fees":{"hourly":[150,150],"flat":[500,2500]},"sourceSentences":{"hourly":"We charge hourly fees of $150 per hour and/or a fixed fee of $500 to $2,500 for our financial planning services.","flat":"We charge hourly fees of $150 per hour and/or a fixed fee of $500 to $2,500 for our financial planning services."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=514438","page":"https://plannerfees.com/planners/22-seven-wealth-management-inc-292402/"},{"crd":310460,"name":"2260 West","city":"Bend","state":"OR","fees":{"hourly":[450,450],"flat":[3000,3000]},"sourceSentences":{"flat":"Our minimum fee for an initial financial plan is $3,000 and is calculated by the Adviser's hourly rate of $450/hour.","hourly":"Our minimum fee for an initial financial plan is $3,000 and is calculated by the Adviser's hourly rate of $450/hour."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999927","page":"https://plannerfees.com/planners/2260-west-310460/"},{"crd":317916,"name":"25 Financial","city":"Saint Louis","state":"MO","fees":{"flat":[2000,5000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $2,000 and $5,000."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012201","page":"https://plannerfees.com/planners/25-financial-317916/"},{"crd":316924,"name":"2ND Half Capital, LLC","city":"Alpharetta","state":"GA","fees":{"flat":[1000,2000]},"sourceSentences":{"flat":"AND CONSULTING 2HC charges fixed fee between $1,000 and $2,000 depending on complexity of the plan for financial planning services."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057488","page":"https://plannerfees.com/planners/2nd-half-capital-llc-316924/"},{"crd":325409,"name":"2ND Story Wealth Planners","city":"Plymouth Meeting","state":"PA","fees":{"hourly":[400,400],"flat":[3000,6000]},"sourceSentences":{"flat":"Arrangements Fixed fees range from $3,000 - $6,000.","hourly":"Our hourly rate is $400."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012411","page":"https://plannerfees.com/planners/2nd-story-wealth-planners-325409/"},{"crd":296817,"name":"3 Peaks Financial","city":"Ammon","state":"ID","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly fee for financial consulting services is $200."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010011","page":"https://plannerfees.com/planners/3-peaks-financial-296817/"},{"crd":311073,"name":"30-40 Wealth Partners","city":"Cornelius","state":"NC","fees":{"flat":[5000,60000],"annual":[12500,12500]},"sourceSentences":{"annual":"Our minimum annual fee is $12,500.","flat":"Limited Scope Financial Planning Services Fixed fees for Limited Scope Financial Planning Services typically range from $5,000 to $60,000, and the term of the engagement may extend as far out as one year."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056870","page":"https://plannerfees.com/planners/30-40-wealth-partners-311073/"},{"crd":300987,"name":"320 Life Financial Planning","city":"Holland","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Part A: 320 Life provides services on an hourly or flat fee basis of $250/hour for all services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035647","page":"https://plannerfees.com/planners/320-life-financial-planning-300987/"},{"crd":334641,"name":"360 Aviation Advisors, LLC","city":"Concord","state":"NC","fees":{"hourly":[250,250],"quarterly":[1500,1500],"annual":[6000,6000]},"sourceSentences":{"annual":"Ongoing Financial Planning consists of an annual fee of $6,000 that is paid quarterly, in advance, at the rate of $1,500 per quarter.","quarterly":"Ongoing Financial Planning consists of an annual fee of $6,000 that is paid quarterly, in advance, at the rate of $1,500 per quarter.","hourly":"The Firm’s ongoing financial planning fee is not based on Assets Under Management but is based on an average fee of $250 per hour, for 24 hours for a typical client."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049220","page":"https://plannerfees.com/planners/360-aviation-advisors-llc-334641/"},{"crd":168600,"name":"360 Financial","city":"Wayzata","state":"MN","fees":{"hourly":[325,325],"flat":[600,20000]},"sourceSentences":{"hourly":"Our hourly fee is $325. 360 Financial will invoice you at the time of delivery of the fee and will communicate with you if the estimated hours of financial planning/consulting services have changed.","flat":"360 Financial charges a fixed fee for financial planning between $600 and $20,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017086","page":"https://plannerfees.com/planners/360-financial-168600/"},{"crd":289783,"name":"360 Ira","city":"St. Charles","state":"MO","fees":{"flat":[99,10000]},"sourceSentences":{"flat":"If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client, or any unpaid earned fees will be due to 360. 360 reserves the right to waive the fee should the Client implement the plan through 360. 8 FIXED FEES Financial Planning Services are offered based on a flat fee…"},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056085","page":"https://plannerfees.com/planners/360-ira-289783/"},{"crd":339237,"name":"360 Wealth Creation","city":"Austin","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"In the event of early termination prior to delivery of the initial comprehensive financial plan, the Client will be responsible for fees earned by 360 Wealth, based on our hourly rate of $250, up to the date of termination."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047173","page":"https://plannerfees.com/planners/360-wealth-creation-339237/"},{"crd":172101,"name":"360Dividends","city":"Granite Bay","state":"CA","fees":{"hourly":[300,300],"flat":[2500,10000],"monthly":[200,200]},"sourceSentences":{"monthly":"Otherwise, Comprehensive Financial Planning consists of an onboarding fee of $1,500 ‐ $5,000, and an ongoing monthly fee, paid in advance, of $200 ‐ $3,000.","flat":"One‐Time Financial Plan The fee for a One‐Time Financial Plan can range between $2,500 and $10,000, based upon complexity.","hourly":"Hourly Fee engagements are offered at an hourly rate of $300 per hour."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049110","page":"https://plannerfees.com/planners/360dividends-172101/"},{"crd":343914,"name":"365Sundays Wealth LLC","city":"Lake Mary","state":"FL","fees":{"flat":[5000,15500],"annual":[5000,5000]},"sourceSentences":{"annual":"The annual advisory fee is generally subject to a minimum annual fee of $5,000.","flat":"Fixed fee rates range from $5,000 to $15,500."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059172","page":"https://plannerfees.com/planners/365sundays-wealth-llc-343914/"},{"crd":331809,"name":"3D Holistic Wealth","city":"Irvine","state":"CA","fees":{"hourly":[300,300],"flat":[1500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 to $10,000.","hourly":"Our hourly rate is $300."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039833","page":"https://plannerfees.com/planners/3d-holistic-wealth-331809/"},{"crd":310590,"name":"3I Wealth Management LLC","city":"Fairfield","state":"NJ","fees":{"flat":[1500,1500],"annual":[2500,2500]},"sourceSentences":{"flat":"Each new client of 3i Wealth Management will be charged a one-time upfront fee of $1,500.","annual":"Client accounts that have assets of $275,000 or less will pay a fixed annual fee of $2,500."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044775","page":"https://plannerfees.com/planners/3i-wealth-management-llc-310590/"},{"crd":338300,"name":"3Roots Wealth Partners LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[400,400],"flat":[5000,20000]},"sourceSentences":{"flat":"For project-based financial planning, fees range between $5,000-$20,000 based on complexity and needs of the client.","hourly":"Hourly financial planning services are provided at a rate of $400 per hour."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043407","page":"https://plannerfees.com/planners/3roots-wealth-partners-llc-338300/"},{"crd":152246,"name":"3T Advisors LLC","city":"Waco","state":"TX","fees":{"hourly":[250,250],"flat":[250,10000]},"sourceSentences":{"hourly":"The hourly rate is $250, and flat fees can range from $250 to $10,000 depending on the scope of the Client project.","flat":"The hourly rate is $250, and flat fees can range from $250 to $10,000 depending on the scope of the Client project."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=904734","page":"https://plannerfees.com/planners/3t-advisors-llc-152246/"},{"crd":326604,"name":"4 Vertical","city":"Riverview","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour, but may be negotiated at the Advisor’s discretion."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054364","page":"https://plannerfees.com/planners/4-vertical-326604/"},{"crd":321902,"name":"401 Financial","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"flat":"The fee for Financial Planning generally consists of a flat fee of $500 for routine services that is paid monthly, in arrears.","hourly":"Based Financial Planning Fixed Fee Project-Based Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025851","page":"https://plannerfees.com/planners/401-financial-321902/"},{"crd":282495,"name":"401K Investment Professionals","city":"Waunakee","state":"WI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly fee for these services is $250."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016978","page":"https://plannerfees.com/planners/401k-investment-professionals-282495/"},{"crd":331726,"name":"402 Financial","city":"Lincoln","state":"NE","fees":{"hourly":[150,150],"flat":[1000,5000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $5,000.","hourly":"Our hourly rate is $150."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009446","page":"https://plannerfees.com/planners/402-financial-331726/"},{"crd":169617,"name":"46 and 2 Investment Advisors, LLC","city":"Traverse City","state":"MI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly fee for these services is $200."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032553","page":"https://plannerfees.com/planners/46-and-2-investment-advisors-llc-169617/"},{"crd":338325,"name":"46 North Financial","city":"Denver","state":"CO","fees":{"flat":[0,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $0 to $10,000."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005669","page":"https://plannerfees.com/planners/46-north-financial-338325/"},{"crd":332829,"name":"49TH Parallel Wealth Management","city":"Scottsdale","state":"AZ","fees":{"hourly":[399,399],"flat":[1500,1500]},"sourceSentences":{"flat":"Fixed fee rates are a minimum of $1,500, not to exceed a maximum of $60,000.","hourly":"Our hourly rate is $399."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042846","page":"https://plannerfees.com/planners/49th-parallel-wealth-management-332829/"},{"crd":177526,"name":"4Square Advisory Services, Inc.","city":"Fenton","state":"MI","fees":{"hourly":[150,150],"flat":[0,1500]},"sourceSentences":{"hourly":"The advisor has not yet negotiated any hourly fees below the $150 standard.","flat":"The negotiated fixed rate for creating client financial plans is between $0 and $1,500."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046778","page":"https://plannerfees.com/planners/4square-advisory-services-inc-177526/"},{"crd":162997,"name":"4Thought Financial Group Inc.","city":"Syosset","state":"NY","fees":{"hourly":[200,200],"monthly":[100,100]},"sourceSentences":{"monthly":"Minimum Fee: $100/month Hourly Rate Consultation Fees","hourly":"Minimum Fee: $200/hour Personal Financial Planning Services for Direct Clients All financial planning services fees are based on the complexity of the planning to be done for the client and are priced without limitation by the Investment Adviser Representative(s) associated with the case, or centrally by management…"},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999907","page":"https://plannerfees.com/planners/4thought-financial-group-inc-162997/"},{"crd":155479,"name":"5 Star Investing","city":"Milton-freewater","state":"OR","fees":{"quarterly":[250,250]},"sourceSentences":{"quarterly":"The Advisory Fee is calculated (assets x fee rate = free amount: $100,000.00 x 0.0025= $250.00 each quarter)."},"brochureDate":"3/5/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=883689","page":"https://plannerfees.com/planners/5-star-investing-155479/"},{"crd":290938,"name":"56 Capital Partners, LTD","city":"Colorado Springs","state":"CO","fees":{"hourly":[100,500],"flat":[3000,25000],"annual":[1000,3000]},"sourceSentences":{"flat":"We generally charge a fixed fee between $3,000 and $25,000 for our financial planning and consulting services for the initial preparation of a plan or for the initial consultation.","annual":"Fixed fees will generally range between $1,000 to $3,000 per year, and hourly rates for ongoing services will range between $100 and $500 per hour, depending upon the complexity of the services requested.","hourly":"Fixed fees will generally range between $1,000 to $3,000 per year, and hourly rates for ongoing services will range between $100 and $500 per hour, depending upon the complexity of the services requested."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025014","page":"https://plannerfees.com/planners/56-capital-partners-ltd-290938/"},{"crd":112552,"name":"5T Wealth, LLC","city":"Napa","state":"CA","fees":{"hourly":[200,450]},"sourceSentences":{"hourly":"Our hourly fees range between $200 and $450 (depending upon the investment advisor or administrative representative working with you)."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054012","page":"https://plannerfees.com/planners/5t-wealth-llc-112552/"},{"crd":140165,"name":"5TH Street Advisors, LLC","city":"Southport","state":"CT","fees":{"hourly":[400,400],"flat":[3000,5000]},"sourceSentences":{"flat":"These fees vary but generally range from $3,000 to $5,000 on a fixed fee basis and/or $400 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.","hourly":"These fees vary but generally range from $3,000 to $5,000 on a fixed fee basis and/or $400 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024659","page":"https://plannerfees.com/planners/5th-street-advisors-llc-140165/"},{"crd":156623,"name":"6TH Street Advisors, LLC","city":"Daphne","state":"AL","fees":{"hourly":[150,150],"flat":[1000,5000]},"sourceSentences":{"hourly":"The hourly rate is $150 per hour and the fixed rate is between $1,000 and $5,000.","flat":"The hourly rate is $150 per hour and the fixed rate is between $1,000 and $5,000."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000677","page":"https://plannerfees.com/planners/6th-street-advisors-llc-156623/"},{"crd":319340,"name":"7 Saturdays Financial","city":"Wylie","state":"TX","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $10,000, depending on complexity and the needs of the client, and is negotiable.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"2/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009088","page":"https://plannerfees.com/planners/7-saturdays-financial-319340/"},{"crd":337938,"name":"7 Star Investment Advisors","city":"Riverview","state":"FL","fees":{"flat":[1500,7500]},"sourceSentences":{"flat":"Our fixed fees for financial planning services typically range from $1,500 to $7,500, depending on the complexity and scope of the engagement."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=990500","page":"https://plannerfees.com/planners/7-star-investment-advisors-337938/"},{"crd":282577,"name":"7 Streets Financial, LLC","city":"San 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under management."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049374","page":"https://plannerfees.com/planners/77-financial-group-312367/"},{"crd":289765,"name":"7TH ST. Financial","city":"Chaska","state":"MN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Planning services can be available at an hourly rate of $200."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030658","page":"https://plannerfees.com/planners/7th-st-financial-289765/"},{"crd":330401,"name":"80 West Asset Management, LLC","city":"Pittsburgh","state":"PA","fees":{"hourly":[250,250],"annual":[2000,2000]},"sourceSentences":{"hourly":"We offer a flat fee for Analysis & Review of investments if the Client would like to engage for a short-term project. ​ Analysis & Onboarding Fee Type Amount AUM Onboarding $1,000, paid at signing Analysis & Review (no AUM) $2,750, paid in (2) segments Hourly Project Fee $250 per hour, 4 hour minimum AUM Asset…","annual":"Clients who do not have fees above $3,750 may add comprehensive financial planning services for $2,000 per year."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005316","page":"https://plannerfees.com/planners/80-west-asset-management-llc-330401/"},{"crd":300772,"name":"80/20 Financial Services","city":"Ozark","state":"MO","fees":{"hourly":[240,240],"flat":[1000,7000]},"sourceSentences":{"hourly":"Our hourly fee is $240; the number of hours will vary depending on the time we spend collecting the client’s information, performing analysis and research of the assorted topics, and presenting to our client.","flat":"Our fixed fee ranges from $1,000 to $7,000, depending on the nature and complexity of each client’s individual circumstances and the scope of services provided."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009177","page":"https://plannerfees.com/planners/80-20-financial-services-300772/"},{"crd":342549,"name":"8020 Capital Management","city":"San Clemente","state":"CA","fees":{"flat":[5000,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $5,000 to $10,000."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052738","page":"https://plannerfees.com/planners/8020-capital-management-342549/"},{"crd":334068,"name":"808 Investments","city":"Ellsworth","state":"WI","fees":{"monthly":[200,500]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $200 to $500 per month."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032324","page":"https://plannerfees.com/planners/808-investments-334068/"},{"crd":341589,"name":"83 Financial","city":"Parker","state":"TX","fees":{"hourly":[250,250],"flat":[250,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $250 to $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056801","page":"https://plannerfees.com/planners/83-financial-341589/"},{"crd":148727,"name":"8TH Street Investments, LLC","city":"Alexandria","state":"VA","fees":{"hourly":[250,500],"flat":[2000,7000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $2,000 to $7,000, depending on the nature and complexity of each client's circumstances. 2.","hourly":"On an hourly basis calculated on a charge ranging from $250 to $500 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018659","page":"https://plannerfees.com/planners/8th-street-investments-llc-148727/"},{"crd":323057,"name":"9I Capital Group LLC","city":"Fort Worth","state":"TX","fees":{"hourly":[150,150],"flat":[1500,10000],"monthly":[50,50],"quarterly":[125,125],"annual":[500,2000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.","hourly":"The fixed rate is based on an hourly rate of $150/hour which includes but is not limited to, 4 hours of Zoom or in-person office meetings with 6 hours of data gathering and case management, for the base price of $1,500.","annual":"The flat rate for ongoing financial planning services is $500- $2,000 per year based on the hourly fees below.","quarterly":"The fee for subscription services is $500/year, $125/quarter, or $50/month.","monthly":"The fee for subscription services is $500/year, $125/quarter, or $50/month."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008913","page":"https://plannerfees.com/planners/9i-capital-group-llc-323057/"},{"crd":289320,"name":"9M Investments, LLC","city":"Grapevine","state":"TX","fees":{"hourly":[300,300],"monthly":[50,50],"annual":[600,600]},"sourceSentences":{"monthly":"Under $100,000 investable assets per household: $50 per month or $600 per year.","annual":"Under $100,000 investable assets per household: $50 per month or $600 per year.","hourly":"Upon termination, any unearned prepaid fees will be refunded to the client, and no further fees will be charged. 9 Financial Planning Hourly Fee The Financial Planning fee is an hourly rate of $300 per hour."},"brochureDate":"1/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003785","page":"https://plannerfees.com/planners/9m-investments-llc-289320/"},{"crd":301257,"name":"A B L E Wealth Management Solutions LLC","city":"Ann Arbor","state":"MI","fees":{"hourly":[400,400],"flat":[500,500],"monthly":[100,1000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $1,000 per month, depending on complexity and the needs of the client.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $1,000 per month, depending on complexity and the needs of the client.","hourly":"Project-Based Financial Planning Hourly Fee Project-Based Financial Planning is also available at an hourly rate of $400 per hour."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022435","page":"https://plannerfees.com/planners/a-b-l-e-wealth-management-solutions-llc-301257/"},{"crd":304914,"name":"A Better Way Financial, LLC","city":"Allentown","state":"PA","fees":{"annual":[500,2399]},"sourceSentences":{"annual":"Method of Compensation and Fee Schedule ONGOING FINANCIAL PLANNING AND CONSULTING A Better Way Financial charges a fixed fee ranging from $500 to $2,399 per year for ongoing financial planning services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035796","page":"https://plannerfees.com/planners/a-better-way-financial-llc-304914/"},{"crd":332816,"name":"A Small Investment","city":"Humble","state":"TX","fees":{"hourly":[250,250],"flat":[3000,3000]},"sourceSentences":{"flat":"Ongoing Financial Planning ASI collects an initial fee, no greater than $3,000 for individuals and families and no greater than $10,000 for business owners.","hourly":"Our hourly rate is $250."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000661","page":"https://plannerfees.com/planners/a-small-investment-332816/"},{"crd":146146,"name":"A To Z Asset Advisors, LLC","city":"Aiken","state":"SC","fees":{"hourly":[250,250],"flat":[250,250]},"sourceSentences":{"flat":"One-time opening charge of $250.00 (per client household).","hourly":"Fees for financial planning consultation (without asset management services) are $250 an hour or negotiated as a flat fee depending on the scope and time requirements of advice needed."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023177","page":"https://plannerfees.com/planners/a-to-z-asset-advisors-llc-146146/"},{"crd":310941,"name":"A-Team Advisors","city":"Medford","state":"WI","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001882","page":"https://plannerfees.com/planners/a-team-advisors-310941/"},{"crd":170488,"name":"A. Neff Associates LLC","city":"Pittsburgh","state":"PA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Box 82617 Pittsburgh, Pennsylvania 15218-2617 FORM ADV 2 – March 2026 Financial Planning Fees Financial Planning Fees are based upon an hourly rate of $150.00 per hour for the number of hours of analytical and other time required to produce a Plan.1 Separate fees will be charged for the initial Financial Plan and…"},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028669","page":"https://plannerfees.com/planners/a-neff-associates-llc-170488/"},{"crd":311286,"name":"A.b. Ridgeway Wealth Management LLC","city":"Lafayette","state":"LA","fees":{"flat":[1000,2500],"monthly":[97,833]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1000-$2500 and an ongoing fee that is paid monthly, in arrears, at the rate of $97.98-$833.33 per month.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1000-$2500 and an ongoing fee that is paid monthly, in arrears, at the rate of $97.98-$833.33 per month."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013400","page":"https://plannerfees.com/planners/a-b-ridgeway-wealth-management-llc-311286/"},{"crd":307099,"name":"A.e.i. Financial Group","city":"Santa Rosa","state":"CA","fees":{"hourly":[275,275],"flat":[1500,4000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $275 per hour.","flat":"Services are offered based on a flat fee between $1,500 and $4,000."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040426","page":"https://plannerfees.com/planners/a-e-i-financial-group-307099/"},{"crd":336599,"name":"A.m. Perricone LLC","city":"Shamong","state":"NJ","fees":{"flat":[20000,20000]},"sourceSentences":{"flat":"Ongoing Financial Planning Services AMP charges a fixed annual fee for ongoing financial planning services that will not exceed $20,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037606","page":"https://plannerfees.com/planners/a-m-perricone-llc-336599/"},{"crd":152397,"name":"A4 Wealth Advisors LLC","city":"Huntersville","state":"NC","fees":{"hourly":[350,350],"flat":[500,5000]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee between $500 and $5,000 based on complexity and unique Client needs.","hourly":"Services are offered based on an hourly fee of $350 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016954","page":"https://plannerfees.com/planners/a4-wealth-advisors-llc-152397/"},{"crd":334313,"name":"A5 Financial LLC","city":"Bothell","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015910","page":"https://plannerfees.com/planners/a5-financial-llc-334313/"},{"crd":336585,"name":"Aaa Advisory LLC","city":"Walkersville","state":"MD","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Project-Based Financial Planning Services are provided on an hourly basis, at the rate of $300 per hour."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059066","page":"https://plannerfees.com/planners/aaa-advisory-llc-336585/"},{"crd":164646,"name":"Aaf Wealth Management, LLC","city":"Westborough","state":"MA","fees":{"hourly":[350,350],"flat":[750,10000]},"sourceSentences":{"flat":"Our flat fees generally range from $750 to $10,000.","hourly":"Our hourly fees are $350 for financial advisors, $150 per hour for para-planners and $75 for administrative time."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015041","page":"https://plannerfees.com/planners/aaf-wealth-management-llc-164646/"},{"crd":336570,"name":"Aalexander LLC","city":"Laguna Niguel","state":"CA","fees":{"hourly":[250,250],"flat":[500,2000]},"sourceSentences":{"hourly":"The standard hourly rate is $250, with a minimum fee of $500.","flat":"Flat fees for defined financial planning projects typically range from $500 to $2,000, depending on complexity and scope."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028443","page":"https://plannerfees.com/planners/aalexander-llc-336570/"},{"crd":300652,"name":"Aan Wealth Advisors LLC","city":"Canton","state":"OH","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AAN’s hourly fee will be billed at a rate of $250 per hour and the fixed fee range is up to $10,000."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046842","page":"https://plannerfees.com/planners/aan-wealth-advisors-llc-300652/"},{"crd":314646,"name":"Abacus Financial Planning","city":"Kirkland","state":"WA","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Clients may contact AFP if they are concerned with valuation for assets not listed on a public exchange. 8 Financial Planning Financial Planning engagements are offered at our hourly rate of $450."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046979","page":"https://plannerfees.com/planners/abacus-financial-planning-314646/"},{"crd":147556,"name":"Abacus Investment Advisors","city":"Salt Lake City","state":"UT","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Clients may also elect, for an additional charge of $100/hour, to have AIA create a personalized financial plan using software paid for by AIA."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008402","page":"https://plannerfees.com/planners/abacus-investment-advisors-147556/"},{"crd":107994,"name":"Abacus Planning Group, Inc.","city":"Columbia","state":"SC","fees":{"flat":[8000,200000]},"sourceSentences":{"flat":"The annual recurring financial planning fee generally ranges from $8,000 to $200,000. portfolio management services fees The annualized fee for investment advisory services is charged as a percentage of assets under management."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040904","page":"https://plannerfees.com/planners/abacus-planning-group-inc-107994/"},{"crd":128590,"name":"Abacus Wealth Partners","city":"Santa Monica","state":"CA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"Abacus generally includes financial planning in its investment management fee for clients whose investment management fee exceeds $10,000 annually."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059595","page":"https://plannerfees.com/planners/abacus-wealth-partners-128590/"},{"crd":317534,"name":"Abaya Wealth Management 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services will not exceed $20,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031663","page":"https://plannerfees.com/planners/abich-financial-wealth-management-llc-310633/"},{"crd":300076,"name":"Ability First","city":"Phoenix","state":"AZ","fees":{"annual":[12000,12000]},"sourceSentences":{"annual":"Financial Planning and Business Planning services start at a minimum of $ 12,000 per year and are generally billed annually; on an exception basis, they may be paid quarterly for the client's benefit."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046500","page":"https://plannerfees.com/planners/ability-first-300076/"},{"crd":323646,"name":"Able Financial Group, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[600,600],"flat":[35000,35000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $600.","flat":"The ADV Part 2A – Firm Brochure Page 6 ABLE Financial Group, LLC maximum flat fee to be charged will not exceed $35,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022207","page":"https://plannerfees.com/planners/able-financial-group-llc-323646/"},{"crd":298085,"name":"Able Wealth Management LLC","city":"Toms River","state":"NJ","fees":{"hourly":[250,500],"flat":[2500,100000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $100,000. ● Hourly Fees:","hourly":"The negotiated hourly fee for these services is between $250 and $500."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016612","page":"https://plannerfees.com/planners/able-wealth-management-llc-298085/"},{"crd":285903,"name":"Abound Wealth Management, 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fees."},"brochureDate":"4/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040330","page":"https://plannerfees.com/planners/abound-wealth-strategies-305362/"},{"crd":327989,"name":"About Time Financial Planning","city":"Rochester","state":"NY","fees":{"flat":[1000,2000],"quarterly":[700,3200]},"sourceSentences":{"flat":"Comprehensive Financial Planning with Investment Management This service consists of a one-time upfront fixed fee ranging from $1000 to $2,000 and an ongoing fixed fee ranging from $700 to $3,200 per quarter for the average client, based on the complexity and needs of the client.","quarterly":"Comprehensive Financial Planning with Investment Management This service consists of a one-time upfront fixed fee ranging from $1000 to $2,000 and an ongoing fixed fee ranging from $700 to $3,200 per quarter for the average client, based on the complexity and needs of the client."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022247","page":"https://plannerfees.com/planners/about-time-financial-planning-327989/"},{"crd":227786,"name":"Above & Beyond Investments, LLC","city":"Bloomington","state":"IN","fees":{"hourly":[250,250],"flat":[250,2500]},"sourceSentences":{"flat":"QUALIFIED PLAN CONSULTING SERVICES ABI offers qualified plan consulting services to individuals for a negotiable flat fee of $250 - $2,500 based on the complexity of the case for the consultation.","hourly":"Services are offered based on a negotiable hourly rate of $250 per hour."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045279","page":"https://plannerfees.com/planners/above-beyond-investments-llc-227786/"},{"crd":127627,"name":"Abraham, Robert Ralph 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increments."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999604","page":"https://plannerfees.com/planners/abramson-financial-planning-llc-321158/"},{"crd":314832,"name":"Abri LLC","city":"Lexington","state":"KY","fees":{"hourly":[500,500],"flat":[3000,3000],"monthly":[1000,10000]},"sourceSentences":{"flat":"New Ongoing Wealth Management clients pay a one-time onboarding planning fee of $3,000 at the start of the engagement.","monthly":"The monthly flat fee ranges between approximately $1,000 and $10,000.","hourly":"Financial consulting hourly engagements are provided at an hourly rate of $500."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056324","page":"https://plannerfees.com/planners/abri-llc-314832/"},{"crd":325604,"name":"Abs Legacy Partners, 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$20,000."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045757","page":"https://plannerfees.com/planners/absher-wealth-management-llc-304642/"},{"crd":120177,"name":"Abunda Financial, LLC","city":"Sausalito","state":"CA","fees":{"flat":[950,1500]},"sourceSentences":{"flat":"Our fee for a Financial Check-Up consultation is a flat fee, typically ranging between $950 and $1,500, and is based on the complexity and scope of the engagement and your individual circumstances."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022903","page":"https://plannerfees.com/planners/abunda-financial-llc-120177/"},{"crd":310887,"name":"Abundance Advisers","city":"Pleasanton","state":"CA","fees":{"hourly":[500,500],"flat":[500,500]},"sourceSentences":{"flat":"Fees for financial plans are billed $500 in advance with the balance due upon plan completion.","hourly":"Services are offered based on an hourly fee of $500 per hour."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008258","page":"https://plannerfees.com/planners/abundance-advisers-310887/"},{"crd":157730,"name":"Abundance Financial Planning","city":"Caldwell","state":"ID","fees":{"flat":[3000,6500]},"sourceSentences":{"flat":"Comprehensive Financial Planning AFP provides Comprehensive Financial Planning for a single, transparent flat fee, generally ranging from $3,000 to $6,500 depending on complexity, scope, and planning needs."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057225","page":"https://plannerfees.com/planners/abundance-financial-planning-157730/"},{"crd":339037,"name":"Abundance Pathways","city":"San 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minimum."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017859","page":"https://plannerfees.com/planners/abundant-wealth-partners-llc-317221/"},{"crd":304612,"name":"Abundo Wealth","city":"Houston","state":"TX","fees":{"monthly":[199,199]},"sourceSentences":{"monthly":"The service consists of an Upfront Charge of no more than $699 for the first month, and an ongoing fee that is paid monthly in advance at no more than the rate of $199 per month."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000557","page":"https://plannerfees.com/planners/abundo-wealth-304612/"},{"crd":157547,"name":"Ac3 Capital","city":"San Diego","state":"CA","fees":{"hourly":[100,100],"flat":[500,2000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $100.","flat":"Flat fees range from $500 to $2,000."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=659211","page":"https://plannerfees.com/planners/ac3-capital-157547/"},{"crd":332881,"name":"Acacia Grove Wealth Management","city":"Schenectady","state":"NY","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047960","page":"https://plannerfees.com/planners/acacia-grove-wealth-management-332881/"},{"crd":309270,"name":"Acadia Financial Services, LLC","city":"Fairfax Station","state":"VA","fees":{"hourly":[400,400],"annual":[600,600]},"sourceSentences":{"annual":"Refunds will occur via payment to the Client’s account associated with AdvicePay. 6 Annual fees for Tier I - Advising start at $600 annually and are paid monthly, in advance.","hourly":"Project-Based Financial Planning Fixed Fee Project-Based Financial Planning is offered at an hourly rate of $400 per hour."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000778","page":"https://plannerfees.com/planners/acadia-financial-services-llc-309270/"},{"crd":291481,"name":"Acadia Legacy Group","city":"Clive","state":"IA","fees":{"hourly":[100,350]},"sourceSentences":{"hourly":"The Adviser may also charge an hourly rate which will vary from $100 to $350 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019627","page":"https://plannerfees.com/planners/acadia-legacy-group-291481/"},{"crd":149452,"name":"Acap Asset Management, Inc.","city":"Studio 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client.","hourly":"Financial Planning fee is an hourly rate of $250 per hour, billed in 15-minute increments after the first hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018877","page":"https://plannerfees.com/planners/access-planning-partners-llc-298301/"},{"crd":112973,"name":"Access Wealth","city":"East Hanover","state":"NJ","fees":{"annual":[8000,18000]},"sourceSentences":{"annual":"These fees are negotiable and typically range from $8,000 to $18,000 per year. payable on a quarterly basis."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025102","page":"https://plannerfees.com/planners/access-wealth-112973/"},{"crd":327982,"name":"Access Wealth Group, LLC","city":"Dublin","state":"OH","fees":{"hourly":[150,400]},"sourceSentences":{"hourly":"Since fees are paid in arrears, no rebate will be needed upon termination of the account, however any earned but unpaid fees will be owed. 9 Financial Planning Fee Financial Planning is offered on an hourly basis at a rate of $150.00 to $400.00 per hour, depending on the nature of the specified services."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012101","page":"https://plannerfees.com/planners/access-wealth-group-llc-327982/"},{"crd":342409,"name":"Accfox Capital LLC","city":"Monsey","state":"NY","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $10,000."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057366","page":"https://plannerfees.com/planners/accfox-capital-llc-342409/"},{"crd":117474,"name":"Accordant Advisory Group, Inc.","city":"Annapolis","state":"MD","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our Financial Planning service fee is calculated and charged on an hourly basis at the rate of $500 per hour."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056097","page":"https://plannerfees.com/planners/accordant-advisory-group-inc-117474/"},{"crd":151410,"name":"Accountable Financial Planning LLC","city":"Westerville","state":"OH","fees":{"hourly":[200,200],"annual":[2500,2500]},"sourceSentences":{"annual":"The minimum first year retainer fee is $2,500, although exceptions may be made if circumstances dictate.","hourly":"The minimum hourly rate is $200 per hour and at least 5 hours are typically required for an initial engagement."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999967","page":"https://plannerfees.com/planners/accountable-financial-planning-llc-151410/"},{"crd":113706,"name":"Accruent Wealth Advisors","city":"Winston-salem","state":"NC","fees":{"flat":[950,1500],"quarterly":[400,400],"annual":[6900,50000]},"sourceSentences":{"annual":"Wealth Management Retainer Agreement Fee range of the WM Retainer: $6,900 - $50,000 Add-ons, credits, and miscellaneous adjustments:","flat":"The cost for a Financial Tune Up is a flat fee between $950 and $1,500 depending on the complexity and type of analysis done.","quarterly":"Fees are subject to a minimum of $400 per quarter."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018487","page":"https://plannerfees.com/planners/accruent-wealth-advisors-113706/"},{"crd":153595,"name":"Ace Wealth Partners, LLC","city":"Westminster","state":"CO","fees":{"hourly":[200,200],"flat":[1500,2500],"monthly":[30,70]},"sourceSentences":{"hourly":"The hourly rate is $200.","flat":"Fixed fees range from $1,500 to $2,500, which may be negotiable depending on the nature and complexity of each Client’s circumstances.","monthly":"ACE also offers ongoing financial planning services for a monthly fee ranging from $30 to $70, which may be negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012231","page":"https://plannerfees.com/planners/ace-wealth-partners-llc-153595/"},{"crd":333775,"name":"Acertado Investments","city":"Fort Lauderdale","state":"FL","fees":{"flat":[800,3600]},"sourceSentences":{"flat":"Ongoing Financial Planning Acertado collects an initial fee, ranging from $800 to $3,600."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003710","page":"https://plannerfees.com/planners/acertado-investments-333775/"},{"crd":284763,"name":"Achievable Wealth, LLC","city":"Vallejo","state":"CA","fees":{"hourly":[350,350],"flat":[3500,3500],"annual":[5000,5000]},"sourceSentences":{"annual":"Ongoing Comprehensive Financial Planning For clients who receive Ongoing Financial Planning services, AW charges an annual fee starting from $5,000 and may be more depending upon the client needs and financial situation complexity such as ownership of a business or rental real estate.","flat":"Financial Planning and Consulting Services Financial Planning will generally be offered on a fixed fee basis ranging starting from $3,500 or more, with the typical engagement lasting 4 to 6 months.","hourly":"In special circumstances, it may be offered on an hourly basis at a rate of $350.00 per hour, depending on the nature of the specified services."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044245","page":"https://plannerfees.com/planners/achievable-wealth-llc-284763/"},{"crd":336486,"name":"Achieve Retirement & Wealth Management, LLC","city":"Ridgefield","state":"CT","fees":{"hourly":[350,350],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010248","page":"https://plannerfees.com/planners/achieve-retirement-wealth-management-llc-336486/"},{"crd":327170,"name":"Achieving Veritas LLC","city":"St. Augustine","state":"FL","fees":{"flat":[1500,15000]},"sourceSentences":{"flat":"AND CONSULTING Veritas charges a fixed fee of $1,500 to $15,000 based on complexity and unique Client needs for financial planning."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042295","page":"https://plannerfees.com/planners/achieving-veritas-llc-327170/"},{"crd":155494,"name":"Aci Wealth Advisors","city":"Dallas","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Generally, Advisor has a base rate of $250 per hour for financial or investment planning."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997156","page":"https://plannerfees.com/planners/aci-wealth-advisors-155494/"},{"crd":325809,"name":"Acorn Creek Capital LLC","city":"Fort Collins","state":"CO","fees":{"hourly":[100,350],"flat":[1000,50000]},"sourceSentences":{"hourly":"The hourly fees range from $100 to $350 per hour.","flat":"Flat fees range from $1,000 to $50,000."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050857","page":"https://plannerfees.com/planners/acorn-creek-capital-llc-325809/"},{"crd":116763,"name":"Acorn Financial Advisory Services, Inc.","city":"Reston","state":"VA","fees":{"hourly":[175,1295],"flat":[3750,3750]},"sourceSentences":{"flat":"AFAS has a stated firm minimum financial planning fee of $3,750.","hourly":"Hourly rate for consultations with advisers is $625 - $1,295 and the hourly rate for staff time is $175."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046459","page":"https://plannerfees.com/planners/acorn-financial-advisory-services-inc-116763/"},{"crd":336663,"name":"Act 2 Planning","city":"Winchester","state":"MA","fees":{"flat":[100,500]},"sourceSentences":{"flat":"Fixed fee rates range from $100 to $500."},"brochureDate":"7/11/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=984589","page":"https://plannerfees.com/planners/act-2-planning-336663/"},{"crd":173120,"name":"Act Advisors","city":"Asheville","state":"NC","fees":{"monthly":[600,600]},"sourceSentences":{"monthly":"ACT Advisors will generally charge the Client an additional $600 monthly in advance for a minimum of 24 months."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032812","page":"https://plannerfees.com/planners/act-advisors-173120/"},{"crd":338203,"name":"Action Financial Planning LLC","city":"Twin Falls","state":"ID","fees":{"hourly":[275,275],"monthly":[95,95]},"sourceSentences":{"monthly":"Essential — $95/month","hourly":"Requests beyond two years will be treated as an initial plan or billed hourly at $275/hour based on your preference and financial picture."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051575","page":"https://plannerfees.com/planners/action-financial-planning-llc-338203/"},{"crd":306794,"name":"Actis Wealth Management","city":"Waukee","state":"IA","fees":{"hourly":[200,200],"flat":[1000,50000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour.","flat":"Services are offered based on a flat fee between $1,000 and $50,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019203","page":"https://plannerfees.com/planners/actis-wealth-management-306794/"},{"crd":337753,"name":"Activ8 Family Office LLC","city":"Mclean","state":"VA","fees":{"hourly":[400,400],"flat":[2500,100000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $400.","flat":"Flat fees range from $2,500 to $100,000."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053702","page":"https://plannerfees.com/planners/activ8-family-office-llc-337753/"},{"crd":162531,"name":"Active Lifestyle Financial Planning","city":"Charleston","state":"SC","fees":{"flat":[1000,1000],"annual":[4800,30000]},"sourceSentences":{"annual":"Minimum Comprehensive Engagement Fee: $4,800 per year Maximum Comprehensive Engagement Fee: $30,000 per year At the end of each year, the Comprehensive Engagement fee may be recalculated to reflect the income and net worth values then applicable on the fee schedule and may be increased or reduced depending on the…","flat":"The Financial Fitness Review project engagement fee is $1,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023006","page":"https://plannerfees.com/planners/active-lifestyle-financial-planning-162531/"},{"crd":325930,"name":"Acts Financial Advisors","city":"Mclean","state":"VA","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"One-Time Financial Planning engagements can be offered at an hourly rate of $450 per 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$499."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028216","page":"https://plannerfees.com/planners/acumen-wealth-advisors-llc-282565/"},{"crd":293323,"name":"Ad Deum Funds, LLC","city":"South Riding","state":"VA","fees":{"hourly":[125,300],"flat":[2000,2500],"monthly":[50,50],"annual":[500,500]},"sourceSentences":{"monthly":"The subscription cost for premium content is $50 per month or $500 per year.","annual":"The subscription cost for premium content is $50 per month or $500 per year.","flat":"Depending on client’s needs and asset profile we can provide an allencompassing financial plan for a flat fee of $2,000-$2,500 for an individual or family; or $2,500-$5,000 for a small business.","hourly":"Such services would be offered at a rate of $125-$300 per hour depending on the complexity of the client organization or strategy."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013560","page":"https://plannerfees.com/planners/ad-deum-funds-llc-293323/"},{"crd":285147,"name":"Adair Wealth Management","city":"Bellevue","state":"WA","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Fees for financial planning services are based on a flat rate of $2500 or a rate of up to $250 per hour."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046196","page":"https://plannerfees.com/planners/adair-wealth-management-285147/"},{"crd":343508,"name":"Adam Advisory","city":"Tucson","state":"AZ","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"An annual financial planning fee of $3,000, billed quarterly in advance in four installments of $750 each."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057862","page":"https://plannerfees.com/planners/adam-advisory-343508/"},{"crd":340842,"name":"Adams and Co Financial Services","city":"Cincinnati","state":"OH","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $500 and $2,500."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050767","page":"https://plannerfees.com/planners/adams-and-co-financial-services-340842/"},{"crd":293211,"name":"Adap Tax Financial, Inc.","city":"Pleasanton","state":"CA","fees":{"hourly":[400,400],"annual":[4000,4000]},"sourceSentences":{"hourly":"Hourly charges are currently $400 and yearly retainers usually start at $4,000.","annual":"Hourly charges are currently $400 and yearly retainers usually start at $4,000."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053311","page":"https://plannerfees.com/planners/adap-tax-financial-inc-293211/"},{"crd":309192,"name":"Adaptation Financial Advisors Inc.","city":"Oklahoma City","state":"OK","fees":{"hourly":[75,500],"flat":[500,25000]},"sourceSentences":{"flat":"Fixed or flat fees for a financial plan will range from $500.00 - $25,000.00, depending on the nature and complexity of your circumstances.","hourly":"Adaptation Financial charges an hourly fee ranging from $75.00 to $500.00 per hour."},"brochureDate":"10/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060054","page":"https://plannerfees.com/planners/adaptation-financial-advisors-inc-309192/"},{"crd":326822,"name":"Adaptive Financial Design 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$6,000."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003716","page":"https://plannerfees.com/planners/addax-bridge-financial-335247/"},{"crd":117495,"name":"Addis & Hill, Incorporated","city":"Wayne","state":"PA","fees":{"flat":[900,900],"annual":[5000,5000]},"sourceSentences":{"flat":"A one-time fee of $900, under a Limited Scope Agreement, will determine if there is an opportunity for Addis Hill to provide ongoing investment management and advisory services.","annual":"Addis Hill’s minimum annual fee is $5000."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009979","page":"https://plannerfees.com/planners/addis-hill-incorporated-117495/"},{"crd":114825,"name":"Adelmann Financial, Inc.","city":"Colorado Springs","state":"CO","fees":{"quarterly":[500,1000]},"sourceSentences":{"quarterly":"For ongoing financial 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$4,000."},"brochureDate":"8/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055039","page":"https://plannerfees.com/planners/adk-wealth-advisory-group-175085/"},{"crd":313448,"name":"Adkins Asset Management LLC","city":"Cordova","state":"TN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $250.00 per planner‐hour, including meeting time and preparation time."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028790","page":"https://plannerfees.com/planners/adkins-asset-management-llc-313448/"},{"crd":166749,"name":"Adkins Seale Capital Management LLC","city":"Shreveport","state":"LA","fees":{"hourly":[250,500],"flat":[1500,5500]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $5,500 on a fixed fee basis and $250 to $500 on an hourly rate basis, depending upon 8 the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $5,500 on a fixed fee basis and $250 to $500 on an hourly rate basis, depending upon 8 the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010407","page":"https://plannerfees.com/planners/adkins-seale-capital-management-llc-166749/"},{"crd":310978,"name":"Adler Financial","city":"Oregon","state":"WI","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"In consideration for providing financial planning/ consulting services and pursuant to the financial planning/consulting agreement, our Firm charges a fixed hourly rate of $175 an 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charge you for all Comprehensive and Modular Financial Planning, Business and Estate Planning services at the following rates: $400.00 per hour for all work performed by Pierre Ngo $200.00 per hour for all work performed by a Certified Financial Planner $100.00 per hour for all work performed by Registered…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038593","page":"https://plannerfees.com/planners/advanced-financial-strategies-inc-108296/"},{"crd":284697,"name":"Advanced Portfolio Strategies","city":"Torrance","state":"CA","fees":{"hourly":[100,500],"flat":[1000,50000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $50,000.","hourly":"The negotiated hourly fee for these services is between $100 and $500."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017782","page":"https://plannerfees.com/planners/advanced-portfolio-strategies-284697/"},{"crd":327349,"name":"Advanced Practice Planning, LLC","city":"Missoula","state":"MT","fees":{"hourly":[250,250],"flat":[499,9999]},"sourceSentences":{"flat":"Fixed fee rates range between $499 to $9,999.","hourly":"Our hourly rate is $250. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"4/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040794","page":"https://plannerfees.com/planners/advanced-practice-planning-llc-327349/"},{"crd":158078,"name":"Advanced Retirement Solutions, Inc.","city":"Little 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Yes We offer a monthly subscription for clients who have finished a financial plan with us."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056669","page":"https://plannerfees.com/planners/advise-financial-282087/"},{"crd":115049,"name":"Adviser Financial Group, Inc","city":"Rochester","state":"MN","fees":{"hourly":[175,200],"flat":[750,3000],"annual":[500,500]},"sourceSentences":{"hourly":"Fee may be on an hourly basis usually between $175 and $200 per hour or a flat fee between $750 and $3,000.","flat":"Fee may be on an hourly basis usually between $175 and $200 per hour or a flat fee between $750 and $3,000.","annual":"For all annual fees greater than $500, clients receive an invoice soon after each six-month billing period has begun, so that clients are always paying fees less than six-months in 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Agreement are billed on an hourly basis at a rate ranging from $250 - $500 per hour."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050252","page":"https://plannerfees.com/planners/advisors-financial-inc-144837/"},{"crd":113020,"name":"Advisors Management Group Inc","city":"La Crosse","state":"WI","fees":{"flat":[500,500]},"sourceSentences":{"flat":"If a client terminates the agreement at any time, a pro-rata reimbursement of the fee will be made to the client for the quarter in which the agreement ended. 6 Financial Planning Service Fees The Firm typically charges a flat fee for financial planning with a minimum planning fee of $500.00 and a maximum fee of…"},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017987","page":"https://plannerfees.com/planners/advisors-management-group-inc-113020/"},{"crd":172657,"name":"Advisors Wealth Management, Inc","city":"Carlsbad","state":"CA","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"The negotiable hourly fee for these services is $225."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048023","page":"https://plannerfees.com/planners/advisors-wealth-management-inc-172657/"},{"crd":304967,"name":"Advisorstrust Partners LLC","city":"Raleigh","state":"NC","fees":{"hourly":[500,500],"flat":[2000,20000]},"sourceSentences":{"flat":"For financial planning defined service relationships, which are offered only in limited circumstances, we charge a fixed fee ranging between $2,000 and $20,000.","hourly":"Other Advisory Services For advisory services performed outside the scope of the financial planning or investment management services described previously, we charge a fee of $500 per hour due upon receipt of invoice."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046384","page":"https://plannerfees.com/planners/advisorstrust-partners-llc-304967/"},{"crd":284100,"name":"Advisory Advocates LLC","city":"Grand Rapids","state":"MI","fees":{"flat":[250,1500]},"sourceSentences":{"flat":"The fixed fee ranges from $250 to $1,500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023991","page":"https://plannerfees.com/planners/advisory-advocates-llc-284100/"},{"crd":158282,"name":"Advisory Alpha, LLC","city":"Holland","state":"MI","fees":{"hourly":[50,400]},"sourceSentences":{"hourly":"Hourly fees are between $50 and $400 per hour while fixed fees are determined on a case-by-case basis, but generally range from $1,000 to $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037580","page":"https://plannerfees.com/planners/advisory-alpha-llc-158282/"},{"crd":305954,"name":"Advocacy Financial LLC","city":"Covington","state":"LA","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"Fees are negotiable, but generally, fixed fee arrangements usually range from $1000 to $10,000.","hourly":"The hourly rate of financial planning is $250.00 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031587","page":"https://plannerfees.com/planners/advocacy-financial-llc-305954/"},{"crd":273035,"name":"Advocate Investing Services","city":"Woodbine","state":"MD","fees":{"hourly":[400,400],"flat":[1000,10000]},"sourceSentences":{"hourly":"Our hourly fee is $400 per hour and our fixed fee ranges from $1,000 to $10,000.","flat":"Our hourly fee is $400 per hour and our fixed fee ranges from $1,000 to $10,000."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013279","page":"https://plannerfees.com/planners/advocate-investing-services-273035/"},{"crd":152534,"name":"Advocate Wealth Solutions","city":"Dublin","state":"OH","fees":{"hourly":[300,3000]},"sourceSentences":{"hourly":"The rate for these fees ranges from a low of $300 per hour to a high of $3000 per hour."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=994519","page":"https://plannerfees.com/planners/advocate-wealth-solutions-152534/"},{"crd":130405,"name":"Advosion","city":"Ada","state":"MI","fees":{"monthly":[250,4000]},"sourceSentences":{"monthly":"Life-Centric Planning fees typically range from a minimum of $250 per month for at least 12 months, or $500 per month for at least 6 months, up to a maximum of $4,000 per month for as long as needed."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021665","page":"https://plannerfees.com/planners/advosion-130405/"},{"crd":140034,"name":"Advowealth Advisors, LLC","city":"Reno","state":"NV","fees":{"hourly":[350,350],"flat":[750,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,000 to $10,000 for initial financial planning engagements, while periodic updates to financial plans generally range from $750 to $2,500 assuming there has not been any significant change(s) to the client’s circumstances or situation."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027513","page":"https://plannerfees.com/planners/advowealth-advisors-llc-140034/"},{"crd":311990,"name":"Advus Financial Partners, LLC","city":"Winter Park","state":"FL","fees":{"flat":[2500,20000]},"sourceSentences":{"flat":"Wealth Planning, Investment Management and Wealth Management Advus's Wealth Planning fees generally range from $2,500 - $20,000."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053044","page":"https://plannerfees.com/planners/advus-financial-partners-llc-311990/"},{"crd":172395,"name":"Ae Financial & Risk Management, Inc.","city":"Alpharetta","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Client will be assessed a maximum fee of $250/hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036848","page":"https://plannerfees.com/planners/ae-financial-risk-management-inc-172395/"},{"crd":336467,"name":"Aegis Capital Group","city":"Atlanta","state":"GA","fees":{"hourly":[100,250],"flat":[1000,3000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $3,000.","hourly":"The negotiated hourly fee for these services is between $100 and $250."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001665","page":"https://plannerfees.com/planners/aegis-capital-group-336467/"},{"crd":137602,"name":"Aegis Financial Advisory","city":"Lake Oswego","state":"OR","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"hourly":"Charges for services performed on this basis are subject to a rate of $250 per hour.  Social Security Planning Review:","flat":"$500 payable in advance.  Retirement Plan Consulting:"},"brochureDate":"6/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048984","page":"https://plannerfees.com/planners/aegis-financial-advisory-137602/"},{"crd":331496,"name":"Aeom Investments, LLC","city":"Lafayette","state":"CO","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $10,000.","hourly":"The standard hourly fee, which is negotiable, is $250."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023277","page":"https://plannerfees.com/planners/aeom-investments-llc-331496/"},{"crd":312693,"name":"Aequitas Equitas Wealth Management LLC","city":"Riegelsville","state":"PA","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"There is a minimum annual fee of $1,000 per plan."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011356","page":"https://plannerfees.com/planners/aequitas-equitas-wealth-management-llc-312693/"},{"crd":325830,"name":"Aequitas Financial, LLC","city":"Santa Ana","state":"CA","fees":{"hourly":[300,300],"flat":[50000,50000],"monthly":[500,800],"annual":[6000,9600]},"sourceSentences":{"annual":"​ Foundation — $6,000/year individual ($500/month); $9,600/year couple ($800/month)","monthly":"​ Foundation — $6,000/year individual ($500/month); $9,600/year couple ($800/month)","flat":"​ Complex — $16,000/year individual; $24,000/year couple; and above For engagements whose complexity exceeds the Complex tier, the fee is negotiated and agreed in writing in advance based on the scope of work; in no event will the annual financial planning fee exceed $50,000.","hourly":"Upon termination, the firm will determine the value of services performed through the termination date at its hourly rate of $300."},"brochureDate":"6/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049810","page":"https://plannerfees.com/planners/aequitas-financial-llc-325830/"},{"crd":127625,"name":"Aequitas Investment Advisors, LLC","city":"Hingham","state":"MA","fees":{"hourly":[175,350],"annual":[3000,50000]},"sourceSentences":{"annual":"Fees for specialized portfolio management services will typically range from $3,000 to $50,000 annually and will be billed either quarterly or semi-annually in advance.","hourly":"In some situations, we can charge for our consulting services on an hourly basis, ranging from $175 to $350 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029759","page":"https://plannerfees.com/planners/aequitas-investment-advisors-llc-127625/"},{"crd":339595,"name":"Aerden LLC","city":"Huntersville","state":"NC","fees":{"hourly":[225,225],"flat":[2500,2500]},"sourceSentences":{"hourly":"If the Firm has performed services, including pre-appointment preparation, planning, or research related to the client's inquiry, the Firm will retain only the fee earned for services actually performed, calculated at a rate of $225 per hour, and will refund the remaining (unearned) portion of the fee.","flat":"The firm collects an advance fee of $2,500 for a Full Financial Plan."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049685","page":"https://plannerfees.com/planners/aerden-llc-339595/"},{"crd":126518,"name":"Aerie Capital Management","city":"Baltimore","state":"MD","fees":{"hourly":[250,250],"flat":[1000,2500]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fixed fee for creating client financial plans is generally between $1,000 to $2,500.","hourly":"If the engagement is on an hourly basis, the hourly fee for these services is $250 per hour, billed in 15-minute increments."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020068","page":"https://plannerfees.com/planners/aerie-capital-management-126518/"},{"crd":282312,"name":"Aerodigm Wealth LLC","city":"Lake Oswego","state":"OR","fees":{"hourly":[225,355]},"sourceSentences":{"hourly":"The fixed fee applicable to your engagement will be set forth in a written financial planning agreement and will be calculated based upon our estimate of the total time required to complete the engagement using hourly rates ranging from $225/hr to $355/hr."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001160","page":"https://plannerfees.com/planners/aerodigm-wealth-llc-282312/"},{"crd":113200,"name":"Affiance Financial LLC","city":"St. Louis Park","state":"MN","fees":{"flat":[500,25000]},"sourceSentences":{"flat":"Client Engagements may be subject to a one-time fee ranging from $500 to $25,000, based on time and complexity."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010902","page":"https://plannerfees.com/planners/affiance-financial-llc-113200/"},{"crd":331296,"name":"Affinity Asset Management","city":"Chino","state":"CA","fees":{"hourly":[100,250],"annual":[5000,17500]},"sourceSentences":{"annual":"On a fixed fee basis, subject to the scope of the services rendered, and the specific arrangement reached with the client, fixed fee is ranging from $5000 to $17,500 per year. if additional services provided outside the agreed upon scope, such services will be billed on an hourly basis ranging from $100 to $250 per…","hourly":"On a fixed fee basis, subject to the scope of the services rendered, and the specific arrangement reached with the client, fixed fee is ranging from $5000 to $17,500 per year. if additional services provided outside the agreed upon scope, such services will be billed on an hourly basis ranging from $100 to $250 per…"},"brochureDate":"5/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046760","page":"https://plannerfees.com/planners/affinity-asset-management-331296/"},{"crd":285169,"name":"Affinity Wealth LLC","city":"Canton","state":"OH","fees":{"monthly":[300,300]},"sourceSentences":{"monthly":"The monthly renewable retainer for new clients engaging our firm as a TWM client starts at $300 per month and goes up based upon services desired, complexity of the client’s situation, and estimated annual time commitment needed by AW."},"brochureDate":"8/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054515","page":"https://plannerfees.com/planners/affinity-wealth-llc-285169/"},{"crd":290735,"name":"Affinity Wealth Management LLC","city":"Wilmington","state":"DE","fees":{"hourly":[350,350],"flat":[250,15000]},"sourceSentences":{"hourly":"Hourly engagements are $350 per hour.","flat":"Fixed engagements fee range from $250 to $15,000 or based on the estimated amount of hours to complete the plan at the hourly rate."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017612","page":"https://plannerfees.com/planners/affinity-wealth-management-llc-290735/"},{"crd":338239,"name":"Affinity Wealth Management, LLC","city":"Plymouth","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The notice of termination requirement and payment of fees for third-party investment advisers will depend on the specific third-party adviser selected. 6 Financial Planning Fees Hourly Fees The hourly fee for these services is $250."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048011","page":"https://plannerfees.com/planners/affinity-wealth-management-llc-338239/"},{"crd":339023,"name":"Affluence","city":"Brooklyn","state":"NY","fees":{"monthly":[350,550]},"sourceSentences":{"monthly":"Membership Tier Creator Stage Affluence Foundation Emerging Creator (<$120k annual income) Monthly Membership Fee $350 / month Affluence Pro Affluence Reserve Scaling Creator ($120k–$600k annual income) Enterprise Creator ($600k+ annual income) $550 / month Price on Request Monthly membership fees are billed in…"},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058152","page":"https://plannerfees.com/planners/affluence-339023/"},{"crd":164651,"name":"Afp Group, LLC","city":"Plainfield","state":"IN","fees":{"hourly":[150,150],"flat":[2000,2000],"annual":[2000,2000]},"sourceSentences":{"hourly":"The hourly rate is $150 per hour; billed in 10-minute increments (six increments per hour), and a partial increment (i.e., seven minutes, etc.) will be treated as a whole increment. 1 The term “assets under management” and rounding to the nearest $100,000 are as defined by the SEC’s 2010 General Instructions for…","flat":"Please note that the Broad-Based Financial Plan fee is $2,000.","annual":"This service costs $2,000 per year."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030955","page":"https://plannerfees.com/planners/afp-group-llc-164651/"},{"crd":333243,"name":"Afrobloc","city":"Dallas","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our hourly rate is $300."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035459","page":"https://plannerfees.com/planners/afrobloc-333243/"},{"crd":163928,"name":"Afs Investments","city":"Turlock","state":"CA","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"Hourly fees range from $150 to $500, depending on AFS Investments Page 16 Form ADV Part 2A Disclosure Brochure- the complexity of the client’s situation."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026278","page":"https://plannerfees.com/planners/afs-investments-163928/"},{"crd":326691,"name":"Aft Financial Planning","city":"Tampa","state":"FL","fees":{"hourly":[300,300],"flat":[1500,5000],"quarterly":[350,1250]},"sourceSentences":{"quarterly":"Fees are paid quarterly in arrears at a rate of $350-$1,250 per quarter.","flat":"Fixed fee rates range between $1,500 and $5,000.","hourly":"Our hourly rate is $300."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=857833","page":"https://plannerfees.com/planners/aft-financial-planning-326691/"},{"crd":290273,"name":"Ag Wealth Management, PLLC","city":"Ypsilanti","state":"MI","fees":{"hourly":[300,300],"flat":[2000,2000],"quarterly":[1750,10000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $1,750-$10,000 per quarter depending on complexity.","quarterly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $1,750-$10,000 per quarter depending on complexity.","hourly":"We assess an hourly rate of $300 for all hourly engagements where the firm provides clients with an estimated number of hours and the applicable hourly rate in advance of commencing any planning work."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027969","page":"https://plannerfees.com/planners/ag-wealth-management-pllc-290273/"},{"crd":331644,"name":"Age Wisely Financial","city":"Wilmington","state":"DE","fees":{"hourly":[360,360],"flat":[3000,12000]},"sourceSentences":{"flat":"Fixed fee rates range from $3,000 to $12,000.","hourly":"AWF will not bill an amount above $500 more than 6 months or more in advance of rendering the services. ➢ Hourly Project-Based Financial Planning Our hourly rate is $360."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008010","page":"https://plannerfees.com/planners/age-wisely-financial-331644/"},{"crd":340447,"name":"Ages Legacy Advisors, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[400,400],"flat":[400,5000],"monthly":[458,875],"quarterly":[1375,2625]},"sourceSentences":{"monthly":"Fees are paid monthly or quarterly in advance, ranging from $458.33 to $875 per month, or $1,375 to $2,625 per quarter, depending on the selected billing frequency.","quarterly":"Fees are paid monthly or quarterly in advance, ranging from $458.33 to $875 per month, or $1,375 to $2,625 per quarter, depending on the selected billing frequency.","flat":"Fixed fee rates range between $400 to $5,000.","hourly":"Our hourly rate is $400."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042341","page":"https://plannerfees.com/planners/ages-legacy-advisors-llc-340447/"},{"crd":328162,"name":"Agewise Financial Inc.","city":"Palm Desert","state":"CA","fees":{"flat":[1500,2000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $1,500 and $2,000."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011382","page":"https://plannerfees.com/planners/agewise-financial-inc-328162/"},{"crd":146796,"name":"Agh Wealth Advisors, LLC","city":"Wichita","state":"KS","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"AGH Wealth Advisors, LLC Form ADV Part 2A Page 7 Retirement Plan Consulting and General Consulting Services Fees Advisory and retirement plan consulting services are offered for negotiable hourly rate of $350."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013209","page":"https://plannerfees.com/planners/agh-wealth-advisors-llc-146796/"},{"crd":314967,"name":"Agile Wealth LLC","city":"Littleton","state":"CO","fees":{"hourly":[285,285],"monthly":[249,2500]},"sourceSentences":{"monthly":"Between $249-$2,500/month For Couples/Families:","hourly":"The rate for project-based or limited scope engagements is $285 per hour and is nego able."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031355","page":"https://plannerfees.com/planners/agile-wealth-llc-314967/"},{"crd":302019,"name":"Agile Wealth Partners","city":"Northville","state":"MI","fees":{"monthly":[100,4000],"annual":[1200,50000]},"sourceSentences":{"monthly":"We charge a fixed monthly fee ranging from $100 to $4,000 depending on the nature and complexity of your individual circumstances and number of areas covered in the plan.","annual":"The fee can range between $1,200 and $50,000 per year depending on the complexity, amount of assets under management and client needs."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016150","page":"https://plannerfees.com/planners/agile-wealth-partners-302019/"},{"crd":141522,"name":"Agnello Financial Group, Inc.","city":"West Palm Beach","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The minimum fee is $250.00 per hour and is negotiable."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008717","page":"https://plannerfees.com/planners/agnello-financial-group-inc-141522/"},{"crd":312385,"name":"Ahara Advisors","city":"Jersey City","state":"NJ","fees":{"hourly":[1000,1000]},"sourceSentences":{"hourly":"Ahara Advisors generally provides access to its services to institutions and families at a rate of $1000 per hour."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053740","page":"https://plannerfees.com/planners/ahara-advisors-312385/"},{"crd":332749,"name":"Aihara Wealth Management LLC","city":"Torrance","state":"CA","fees":{"hourly":[250,250],"flat":[3500,15000]},"sourceSentences":{"flat":"- 3- FIXED FEES Comprehensive financial planning services are offered based on a flat fee between $3,500 and $15,000.","hourly":"Consultation services for specific topics will be offered based on an hourly fee of $250 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018552","page":"https://plannerfees.com/planners/aihara-wealth-management-llc-332749/"},{"crd":144517,"name":"Aikapa","city":"Corte Madera","state":"CA","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"We will be available for additional consultation at a rate of $450 per hour, or an annual ‘fixed fee’ (ongoing engagement) based on the scope of the advice."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018076","page":"https://plannerfees.com/planners/aikapa-144517/"},{"crd":154373,"name":"Aim Advisors","city":"Beaverton","state":"OR","fees":{"hourly":[250,250],"flat":[500,1000]},"sourceSentences":{"hourly":"Fees for financial planning services are based on a rate of $250 per hour, due at time of service.","flat":"In certain cases, we may offer projects for a fixed fee, which are typically from $500 to $1,000, depending on the level, depth and complexity of service. 5b:"},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005693","page":"https://plannerfees.com/planners/aim-advisors-154373/"},{"crd":169281,"name":"Aim Advisory Group, LLC","city":"Lubbock","state":"TX","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Financial Planning Agreement generally with upon written notice. 7 Retainer/Fixed Fees The rate for creating or evaluating client financial plans is between $500 and $10,000.","hourly":"The hourly fee for these services is $300."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021747","page":"https://plannerfees.com/planners/aim-advisory-group-llc-169281/"},{"crd":165183,"name":"Aim Capital","city":"Scottsdale","state":"AZ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"An hourly fee of $300 per hour is charged by AIM Capital for financial planning services under this arrangement."},"brochureDate":"2/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010824","page":"https://plannerfees.com/planners/aim-capital-165183/"},{"crd":114030,"name":"Aio Financial, LLC","city":"Tucson","state":"AZ","fees":{"quarterly":[750,750],"annual":[3000,3000]},"sourceSentences":{"annual":"The fees for a managed or advisory portfolio are based either on an annual percentage of assets or a flat fee, with a minimum fee of $3,000 per year ($750 per quarter).","quarterly":"The fees for a managed or advisory portfolio are based either on an annual percentage of assets or a flat fee, with a minimum fee of $3,000 per year ($750 per quarter)."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010743","page":"https://plannerfees.com/planners/aio-financial-llc-114030/"},{"crd":148821,"name":"Ais Planning","city":"St. Cloud","state":"MN","fees":{"hourly":[300,300],"monthly":[200,200],"quarterly":[15000,15000]},"sourceSentences":{"monthly":"If a client chooses our financial planning offering, AIS Planning charges a fixed fee, which generally ranges from $200/month for lower net worth/less complex clients to $15,000/quarter for higher net worth/more complex clients.","quarterly":"If a client chooses our financial planning offering, AIS Planning charges a fixed fee, which generally ranges from $200/month for lower net worth/less complex clients to $15,000/quarter for higher net worth/more complex clients.","hourly":"Our minimum engagement fee is $300/hour, with a minimum of $1,800."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023859","page":"https://plannerfees.com/planners/ais-planning-148821/"},{"crd":321606,"name":"Aj Advisors","city":"Nashville","state":"TN","fees":{"hourly":[300,300],"flat":[500,5000]},"sourceSentences":{"flat":"The Firm’s planning and consulting fees are negotiable, but generally range from $500.00 to $5,000.00 on a fixed fee basis, depending on the level and scope of the service(s) requested and the professional(s) rendering the service(s) or $300.00 per hour on an hourly rate basis.","hourly":"The Firm’s planning and consulting fees are negotiable, but generally range from $500.00 to $5,000.00 on a fixed fee basis, depending on the level and scope of the service(s) requested and the professional(s) rendering the service(s) or $300.00 per hour on an hourly rate basis."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026986","page":"https://plannerfees.com/planners/aj-advisors-321606/"},{"crd":307409,"name":"Aja Financial LLC","city":"Opelika","state":"AL","fees":{"flat":[500,1500]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $1,500.00, depending on complexity and the needs of the client."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059551","page":"https://plannerfees.com/planners/aja-financial-llc-307409/"},{"crd":334610,"name":"Ajay Agrawal","city":"Fremont","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour, and the fee rate may be negotiated at the sole discretion of the Advisor."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013643","page":"https://plannerfees.com/planners/ajay-agrawal-334610/"},{"crd":328624,"name":"Ajd Wealth","city":"Cincinnati","state":"OH","fees":{"hourly":[500,500],"flat":[30000,30000]},"sourceSentences":{"flat":"Fixed fee rates are a maximum of $30,000.","hourly":"Our hourly rate is $500."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016298","page":"https://plannerfees.com/planners/ajd-wealth-328624/"},{"crd":290623,"name":"Ajp Financial Services, LLC","city":"Wilmington","state":"DE","fees":{"annual":[10000,50000]},"sourceSentences":{"annual":"Clients may also be billed on a non-wrap fee basis, with an annual flat fee ranging from $10,000 to $50,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026638","page":"https://plannerfees.com/planners/ajp-financial-services-llc-290623/"},{"crd":322422,"name":"Akamai Wealth Management, LLC","city":"Kaneohe","state":"HI","fees":{"annual":[2000,2000]},"sourceSentences":{"annual":"The Client pays the same $2,000 annual fee."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058022","page":"https://plannerfees.com/planners/akamai-wealth-management-llc-322422/"},{"crd":324482,"name":"Akkadian Wealth LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[500,500],"flat":[1000,5000]},"sourceSentences":{"flat":"Akkadian Wealth may also provide a comprehensive financial plan for a fixed fee of $1,000$5,000, which may be negotiable depending upon the nature and complexity of the client's circumstances.","hourly":"We will charge an hourly fee of $500 or a fixed project cost, which may be negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011903","page":"https://plannerfees.com/planners/akkadian-wealth-llc-324482/"},{"crd":288700,"name":"Akrish Financial Advisory","city":"Cupertino","state":"CA","fees":{"hourly":[300,300],"flat":[2500,6000],"annual":[2400,6000]},"sourceSentences":{"annual":"Fees are typically between $2,400 and $6,000 per year depending on the complexity of a client’s financial situation and are billed quarterly, in arrears.","flat":"Our financial planning and investment advisory services may be provided on a project basis for a fixed fee, typically ranging from $2,500 to $6,000 as determined by the complexity of the project and the time estimated.","hourly":"We charge $300 per hour; billed in 15-minute increments (four increments per hour), and a partial increment (i.e., eight minutes, etc.) will be treated as a whole increment."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018969","page":"https://plannerfees.com/planners/akrish-financial-advisory-288700/"},{"crd":322316,"name":"Aksum Wealth, LLC","city":"Lynnwood","state":"WA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Engagements for hourly financial planning are available at a charge of $150 per hour and will be calculated in 15min increments."},"brochureDate":"2/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007254","page":"https://plannerfees.com/planners/aksum-wealth-llc-322316/"},{"crd":338055,"name":"Alaminos Wealth Planning","city":"Dublin","state":"OH","fees":{"annual":[4800,4800]},"sourceSentences":{"annual":"If AWP utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. 8 Financial Planning Services We charge a recurring fixed fee starting at $4,800 per year for Financial Planning."},"brochureDate":"3/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019038","page":"https://plannerfees.com/planners/alaminos-wealth-planning-338055/"},{"crd":105363,"name":"Alan B. Lancz & Associates, Inc.","city":"Toledo","state":"OH","fees":{"hourly":[275,275],"flat":[500,2400],"quarterly":[250,500]},"sourceSentences":{"quarterly":"Clients seeking access to trading platforms along with our guidance are charged $250 per quarter for 1-2 accounts and $500 per quarter for up to 5 accounts (negotiable thereafter).","hourly":"Retirement Plan Consultation Services Much of this work is done as an independent consultant at the rate of $275 an hour for work done by Alan Lancz, $115 an hour for work done by our Research Associates, and administration/data entry at $58 an hour.","flat":"The preparation of a financial plan is a one-time service with a $500 cost for Retirement Income Planning or $2400 for a full Comprehensive Financial Plan and does not involve an ongoing relationship between the firm and a client."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025137","page":"https://plannerfees.com/planners/alan-b-lancz-associates-inc-105363/"},{"crd":291314,"name":"Alaska Retirement","city":"Anchorage","state":"AK","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is $300."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003711","page":"https://plannerfees.com/planners/alaska-retirement-291314/"},{"crd":327309,"name":"Alba Financial LLC","city":"Council Bluffs","state":"IA","fees":{"hourly":[295,295],"flat":[4000,12500]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at an hourly rate of $295 per hour, depending on complexity.","flat":"Fees range from $4,000 - $12,500 for any Financial Planning report or Project discussed and agreed upon in advance with the client once ALBAFin has been given the clients complete situational information."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035788","page":"https://plannerfees.com/planners/alba-financial-llc-327309/"},{"crd":316226,"name":"Albanyadvisor Group LLC","city":"Albany","state":"NY","fees":{"flat":[495,495]},"sourceSentences":{"flat":"A financial plan is typically offered at $495."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007500","page":"https://plannerfees.com/planners/albanyadvisor-group-llc-316226/"},{"crd":314449,"name":"Albert Capital Management LLC","city":"Palm Coast","state":"FL","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"We charge an hourly fee for advisory consulting services of $75.00."},"brochureDate":"1/15/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=727319","page":"https://plannerfees.com/planners/albert-capital-management-llc-314449/"},{"crd":328017,"name":"Albility Planning","city":"Mapleton","state":"UT","fees":{"hourly":[275,275],"monthly":[275,275],"annual":[12000,12000]},"sourceSentences":{"hourly":"The amount of the unearned portion will be calculated by subtracting the number of hours worked from the total prepaid fee at an hourly rate of $275.","annual":"The range in fees at the $1,200,001+ has a capped annual fee of $12,000.","monthly":"After the initial Personal Coaching period, ongoing coaching is available on an as needed, month-to-month basis at a monthly rate of $275."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057283","page":"https://plannerfees.com/planners/albility-planning-328017/"},{"crd":105957,"name":"Albion Financial Group","city":"Salt Lake City","state":"UT","fees":{"hourly":[250,500],"flat":[2500,50000]},"sourceSentences":{"hourly":"These fees are negotiable, but hourly rates generally range from $250 to $500 per hour, depending on the expertise required and the scope of the analysis requested.","flat":"Fixed fees can range from $2,500 to $50,000, again depending on the scope, complexity and expertise required."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026020","page":"https://plannerfees.com/planners/albion-financial-group-105957/"},{"crd":311022,"name":"Alchemy Wealth 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hour."},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041841","page":"https://plannerfees.com/planners/alder-cove-capital-llc-170147/"},{"crd":342178,"name":"Aldrich Investment Management","city":"Henderson","state":"NV","fees":{"hourly":[200,200],"flat":[1500,4000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour.","flat":"Services are offered based on a flat fee between $1,500 and $4,000."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059896","page":"https://plannerfees.com/planners/aldrich-investment-management-342178/"},{"crd":281237,"name":"Ale LLC","city":"Pleasant Hill","state":"CA","fees":{"hourly":[350,350],"flat":[1000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,000 to $10,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021404","page":"https://plannerfees.com/planners/ale-llc-281237/"},{"crd":338713,"name":"Alegre Wealth Management, LLC","city":"Radnor","state":"PA","fees":{"flat":[5000,7500]},"sourceSentences":{"flat":"Fixed fee rates range from $5,000 to $7,500."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011280","page":"https://plannerfees.com/planners/alegre-wealth-management-llc-338713/"},{"crd":123305,"name":"Alessandra Capital Management, LLC","city":"Torrance","state":"CA","fees":{"hourly":[300,300],"flat":[2500,5000]},"sourceSentences":{"hourly":"Financial Consulting Services - Fee Schedule ACM offers financial consulting services on an hourly basis for $300 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.","flat":"For financial consulting engagements, ACM may also charge a negotiable flat fee generally within the range of $2,500 - $5,000, the exact amount of which is dependent upon the level and scope of services."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024731","page":"https://plannerfees.com/planners/alessandra-capital-management-llc-123305/"},{"crd":304623,"name":"Aletheian Wealth Advisors LLC","city":"Bellevue","state":"WA","fees":{"hourly":[265,265]},"sourceSentences":{"hourly":"Billed as an average of $265.00 per hour with a minimum engagement of 20 hours."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006752","page":"https://plannerfees.com/planners/aletheian-wealth-advisors-llc-304623/"},{"crd":121139,"name":"Alexander Financial Planning, 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programs."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017118","page":"https://plannerfees.com/planners/alexis-advisors-167075/"},{"crd":317020,"name":"Algotech Financial LLC","city":"Dallas","state":"TX","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"Services are offered based on a flat fee of $3,000 due upon delivery of the completed plan."},"brochureDate":"4/10/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=844263","page":"https://plannerfees.com/planners/algotech-financial-llc-317020/"},{"crd":336638,"name":"Align Advisor Group, LLC","city":"Vineland","state":"NJ","fees":{"flat":[5000,5000],"monthly":[300,300]},"sourceSentences":{"flat":"Fixed fee rates generally do not exceed $5,000.","monthly":"Align may charge a monthly subscription fee not to exceed $300 per month for ongoing planning services."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030691","page":"https://plannerfees.com/planners/align-advisor-group-llc-336638/"},{"crd":332824,"name":"Align Equity Group","city":"Boca Raton","state":"FL","fees":{"hourly":[300,500]},"sourceSentences":{"hourly":"Our hourly rate ranges from $300-$500 and AEG requires a retainer for the services which is payable upon entering the agreement."},"brochureDate":"11/5/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=929716","page":"https://plannerfees.com/planners/align-equity-group-332824/"},{"crd":333905,"name":"Align Financial Advisors, LLC","city":"Mckinney","state":"TX","fees":{"hourly":[250,250],"flat":[10000,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a fixed fee to never exceed $10,000 depending on the complexity of the engagement."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009581","page":"https://plannerfees.com/planners/align-financial-advisors-llc-333905/"},{"crd":324318,"name":"Align Financial Planning","city":"Southern Pines","state":"NC","fees":{"hourly":[350,350],"flat":[750,12000],"quarterly":[2000,2000],"annual":[8000,8000]},"sourceSentences":{"quarterly":"The standard ongoing planning fee is $2,000 per quarter ($8,000 annually).","annual":"The standard ongoing planning fee is $2,000 per quarter ($8,000 annually).","flat":"Fixed fee rates generally range between $750 and $12,000.","hourly":"Our hourly rate is $350."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017365","page":"https://plannerfees.com/planners/align-financial-planning-324318/"},{"crd":329945,"name":"Align 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billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $0 and $50,000.","hourly":"The negotiated hourly fee for these services is between $300 and $800."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054227","page":"https://plannerfees.com/planners/align-wealth-management-llc-323615/"},{"crd":314838,"name":"Aligning Wealth","city":"Jersey City","state":"NJ","fees":{"hourly":[250,250],"flat":[2000,40000],"annual":[6000,6000]},"sourceSentences":{"annual":"For this service, AW typically requires a minimum annual fee of $6,000, which may be reduced or waived on a case-by-case basis.","flat":"Ongoing Comprehensive Financial Planning Services Annual fees for Ongoing Comprehensive Financial Planning Services typically range between $2,000 and $40,000, and they will be billed either quarterly in advance or monthly in arrears.","hourly":"At AW’s discretion, Hourly Financial Planning Services may be available at the rate of $250 per hour."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055363","page":"https://plannerfees.com/planners/aligning-wealth-314838/"},{"crd":297295,"name":"Alignpoint Wealth","city":"Lakewood","state":"CO","fees":{"annual":[10000,40000]},"sourceSentences":{"annual":"Annual Fee Range: $10,000 – $40,000 per household."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059312","page":"https://plannerfees.com/planners/alignpoint-wealth-297295/"},{"crd":282985,"name":"Alikos Wealth Management, LLC","city":"Bethesda","state":"MD","fees":{"hourly":[100,400],"flat":[1500,10000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis and/or $100-$400 on an hourly rate basis, 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provided."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023906","page":"https://plannerfees.com/planners/alkeme-investments-llc-332434/"},{"crd":323765,"name":"All Star Financial","city":"Minneapolis","state":"MN","fees":{"flat":[25000,25000]},"sourceSentences":{"flat":"- 4All Star Financial FIXED FEES Financial Planning Services are offered based on a negotiable fixed fee of no more than $25,000 based on complexity and unique client needs as well as the extent of the asset holdings."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006918","page":"https://plannerfees.com/planners/all-star-financial-323765/"},{"crd":286683,"name":"All Terrain Financial Advisors","city":"Coon Rapids","state":"MN","fees":{"hourly":[250,250],"flat":[20000,20000]},"sourceSentences":{"flat":"Type One-time Fixed Flat Fee Maximum Fee Payable $20,000 Fees are generally due and payable upon execution of the advisory agreement with ATFA, unless otherwise negotiated.","hourly":"For Planning Fee services, any refund of pre-paid fees will be calculated based on the amount of time spent by ATFA and multiplied by the hourly rate of $250 per hour."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053506","page":"https://plannerfees.com/planners/all-terrain-financial-advisors-286683/"},{"crd":310064,"name":"All-Pro Advisors LLC","city":"Gibsonia","state":"PA","fees":{"flat":[0,10000],"monthly":[100,1500]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $0 - $10,000 and an ongoing fee that is paid monthly or quarterly, in arrears, at a rate between $100 and $1,500 per month ($300-$4,500 if paid quarterly), based on complexity and needs of the client.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $0 - $10,000 and an ongoing fee that is paid monthly or quarterly, in arrears, at a rate between $100 and $1,500 per month ($300-$4,500 if paid quarterly), based on complexity and needs of the client."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003135","page":"https://plannerfees.com/planners/all-pro-advisors-llc-310064/"},{"crd":104690,"name":"Allegheny Financial Group","city":"Pittsburgh","state":"PA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our maximum hourly fee rate is $500.00, and we will negotiate this fee with you in advance."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039144","page":"https://plannerfees.com/planners/allegheny-financial-group-104690/"},{"crd":7597,"name":"Allegheny Investments","city":"Pittsburgh","state":"PA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our maximum hourly fee rate is $500.00, and we will negotiate this fee with you in advance."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039168","page":"https://plannerfees.com/planners/allegheny-investments-7597/"},{"crd":127293,"name":"Allegiance Financial Advisors, Inc.","city":"Jacksonville","state":"FL","fees":{"hourly":[200,200],"flat":[500,4000]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis at $200.00 per hour.","flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500.00 to $4,000.00 for a comprehensive plan, depending on the specific arrangement reached with the client."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007919","page":"https://plannerfees.com/planners/allegiance-financial-advisors-inc-127293/"},{"crd":313110,"name":"Allegiance Financial Group","city":"Vienna","state":"VA","fees":{"hourly":[300,600],"annual":[1000,100000]},"sourceSentences":{"annual":"Fixed financial planning fees generally range from $1,000 to $100,000 per annum, and hourly financial planning fees generally range from $300 - $600 per hour for Adviser’s senior advisors, and $100 - $200 for Adviser’s staff.","hourly":"Fixed financial planning fees generally range from $1,000 to $100,000 per annum, and hourly financial planning fees generally range from $300 - $600 per hour for Adviser’s senior advisors, and $100 - $200 for Adviser’s 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available only to investment management clients and is billed at $300 per hour, quarterly in arrears for services performed."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058889","page":"https://plannerfees.com/planners/allegiance-wealth-management-inc-121392/"},{"crd":141047,"name":"Allegiant Financial Advisors, LLC","city":"Miami Beach","state":"FL","fees":{"hourly":[300,300],"flat":[3000,10000]},"sourceSentences":{"hourly":"In all cases the hourly rate shall not exceed $300.00.","flat":"Negotiated fixed fees may be offered that often range between $3,000.00 to $10,000.00 on a quarterly basis depending upon the project scope and level of services required."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035938","page":"https://plannerfees.com/planners/allegiant-financial-advisors-llc-141047/"},{"crd":173871,"name":"Allegory Advisory","city":"New York","state":"NY","fees":{"hourly":[240,240]},"sourceSentences":{"hourly":"Method of Compensation and Fee Schedule Financial Planning and Investment Consultation Services Fees Our firm is compensated for its financial planning and investment consultation services based on an hourly rate of $240 per hour."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049218","page":"https://plannerfees.com/planners/allegory-advisory-173871/"},{"crd":126877,"name":"Allgen Financial Advisors, Inc.","city":"Orlando","state":"FL","fees":{"hourly":[250,250],"annual":[500,500]},"sourceSentences":{"annual":"A minimum annual fee of $500 ($125 billed quarterly) will be billed to those accounts with portfolio values of $50,000 or less, which may be waived if one of the following are met:","hourly":"Our general consulting fee is a negotiable hourly rate not to exceed $250 per hour for our advice."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016964","page":"https://plannerfees.com/planners/allgen-financial-advisors-inc-126877/"},{"crd":305397,"name":"Alliance Advisors Wealth Management LLC","city":"Novi","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Alliance Advisors Wealth Management charges (1) an hourly fee of $250 per hour or (2) a fixed fee for our client’s initial financial plans."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023846","page":"https://plannerfees.com/planners/alliance-advisors-wealth-management-llc-305397/"},{"crd":319679,"name":"Alliance Financial","city":"Wyomissing","state":"PA","fees":{"hourly":[150,500],"flat":[250,10000],"annual":[250,10000]},"sourceSentences":{"flat":"One Time The negotiated fixed rate for creating client financial plans is between $250 and $10,000.","annual":"Ongoing The negotiated fixed rate for ongoing financial planning services is between $250 and $10,000 annually.","hourly":"The negotiated hourly fee for these services is between $150 and $500."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021205","page":"https://plannerfees.com/planners/alliance-financial-319679/"},{"crd":316612,"name":"Alliance Private Wealth, LLC","city":"North Reading","state":"MA","fees":{"hourly":[400,400],"flat":[1000,100000]},"sourceSentences":{"hourly":"Hourly fees range up $400 per hour.","flat":"APW also charges a flat fee for comprehensive personal financial planning services, which will range from $1,000 to $100,000, depending upon the complexity and scope of the plan, the Client’s financial situation and overall objectives."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014943","page":"https://plannerfees.com/planners/alliance-private-wealth-llc-316612/"},{"crd":169573,"name":"Alliance Wealth Management Group, LLC","city":"Flemington","state":"NJ","fees":{"hourly":[300,750],"flat":[3500,15000]},"sourceSentences":{"flat":"Fees are negotiable, but generally range from $3,500 to $15,000 on a fixed fee basis and/or from $300 to $750 on an hourly basis, depending upon the scope and complexity of the engagement and the professional rendering the financial planning and/or the consulting services.","hourly":"Fees are negotiable, but generally range from $3,500 to $15,000 on a fixed fee basis and/or from $300 to $750 on an hourly basis, depending upon the scope and complexity of the engagement and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010187","page":"https://plannerfees.com/planners/alliance-wealth-management-group-llc-169573/"},{"crd":143387,"name":"Alliance Wealth Management Milwaukee, Inc.","city":"Milwaukee","state":"WI","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"The hourly fee for Financial Planning and Investment Consulting Services is negotiable and varies from $150 to $300 per hour with a minimum fee of $300 and depends upon the nature and scope of the advice requested by the client, nature and number of investments in a client’s portfolio, amount and nature of research…"},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041335","page":"https://plannerfees.com/planners/alliance-wealth-management-milwaukee-inc-143387/"},{"crd":159103,"name":"Allied Investment Advisors LLC","city":"Billings","state":"MT","fees":{"hourly":[75,200]},"sourceSentences":{"hourly":"Fees are negotiable and based on an hourly fee ranging from $75- $200/ hour."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053255","page":"https://plannerfees.com/planners/allied-investment-advisors-llc-159103/"},{"crd":314512,"name":"Allied Investments","city":"Johnson City","state":"TN","fees":{"hourly":[150,150],"flat":[0,2500]},"sourceSentences":{"hourly":"Hourly fees are $150 per hour.","flat":"Fixed fees range from $0.00 to 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hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027066","page":"https://plannerfees.com/planners/allison-company-financial-counselors-llc-129665/"},{"crd":135812,"name":"Allodium Investment Consultants, LLC","city":"Minneapolis","state":"MN","fees":{"hourly":[200,500],"flat":[2500,50000],"annual":[50000,100000]},"sourceSentences":{"annual":"For clients under Allodium’s Investment Management Consulting Agreement, Allodium typically charges an annual retainer fee between $50,000 and $100,000 based on complexity of the relationship and the services requested.","flat":"These fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis and/or from $200 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the fiduciary consulting services.","hourly":"These fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis and/or from $200 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the fiduciary consulting services."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057011","page":"https://plannerfees.com/planners/allodium-investment-consultants-llc-135812/"},{"crd":336562,"name":"Allora Wealth, LLC","city":"Chula Vista","state":"CA","fees":{"hourly":[400,400],"flat":[5000,5000]},"sourceSentences":{"flat":"The minimum flat-fee or project-based fee for this service is $5,000 and increases depending on the complexity of the client's situation, scope of services, and expected time commitment.","hourly":"Allora Wealth’s hourly fee is $400.00 per 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amended to clarify that we offer financial planning and consulting services for either a $250 hourly rate or a flat fee ranging from $2,500 to $5,000, depending on the client arrangement.","flat":"Item 5 of Form ADV Part 2A has been amended to clarify that we offer financial planning and consulting services for either a $250 hourly rate or a flat fee ranging from $2,500 to $5,000, depending on the client arrangement."},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048331","page":"https://plannerfees.com/planners/allpoint-financial-group-301028/"},{"crd":153591,"name":"Allsquare Wealth Management, LLC","city":"Albany","state":"NY","fees":{"hourly":[100,300],"flat":[500,2000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $500 to $2,000 on a fixed fee basis and/or from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but generally range from $500 to $2,000 on a fixed fee basis and/or from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014445","page":"https://plannerfees.com/planners/allsquare-wealth-management-llc-153591/"},{"crd":309689,"name":"Allstreet Wealth","city":"Westfield","state":"IN","fees":{"hourly":[750,750]},"sourceSentences":{"hourly":"Hourly financial planning engagements are offered at a rate of $750 per 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Management, LLC","city":"Wahiawa","state":"HI","fees":{"hourly":[150,250],"flat":[2000,2000]},"sourceSentences":{"flat":"For a Comprehensive Planning Service, the fee is $2,000.00.","hourly":"Our hourly rates vary between $150.00 and $250.00."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010807","page":"https://plannerfees.com/planners/aloha-wealthcare-management-llc-137769/"},{"crd":339433,"name":"Alohana Financial, LLC","city":"Durham","state":"NC","fees":{"hourly":[500,500],"flat":[1500,1500]},"sourceSentences":{"flat":"Ongoing Financial Planning Alohana collects an initial fee, no greater than $1,500.","hourly":"Our hourly rate is $500."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002982","page":"https://plannerfees.com/planners/alohana-financial-llc-339433/"},{"crd":337539,"name":"Alongside Financial 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amount of time to complete the scope of the services outlined in the financial planning agreement."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019856","page":"https://plannerfees.com/planners/alongside-wealth-advisors-llc-323235/"},{"crd":333587,"name":"Alongside, LLC","city":"Austin","state":"TX","fees":{"flat":[5000,5000],"monthly":[2500,10000]},"sourceSentences":{"flat":"Limited engagements will be billed a maximum fixed fee of $5,000 as mutually agreed upon by the client and the firm.","monthly":"For standard services, fees range from $2,500 to $10,000 per month, with a $2,500 onboarding fee."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041336","page":"https://plannerfees.com/planners/alongside-llc-333587/"},{"crd":105548,"name":"Alpha & Omega","city":"La 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service(s)."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=598758","page":"https://plannerfees.com/planners/alpha-advisors-llc-138848/"},{"crd":307521,"name":"Alpha Capital Family Office, LLC","city":"Greenwood Village","state":"CO","fees":{"flat":[1000,300000]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $1,000 to $300,000 (for planning only)."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058746","page":"https://plannerfees.com/planners/alpha-capital-family-office-llc-307521/"},{"crd":283624,"name":"Alpha Capital Management Group LLC","city":"Denver","state":"CO","fees":{"flat":[500,100000],"annual":[500,100000]},"sourceSentences":{"annual":"Our annual fixed fees range from $500 to $100,000, depending on the level of engagement.","flat":"Fixed fees range from $500 to $100,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027070","page":"https://plannerfees.com/planners/alpha-capital-management-group-llc-283624/"},{"crd":144720,"name":"Alpha Fiduciary","city":"Phoenix","state":"AZ","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Fees for financial planning and consulting through Alpha Fiduciary (beyond those included at no charge with our investment management services) are negotiable but are generally $350 per hour on an hourly rate basis or from $1,000 to $10,000 on a fixed- fee basis, depending upon the level and scope of the service(s)…"},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056628","page":"https://plannerfees.com/planners/alpha-fiduciary-144720/"},{"crd":116291,"name":"Alpha Financial Advisors, 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$500/hour."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057039","page":"https://plannerfees.com/planners/alpha-planning-and-financial-services-inc-130842/"},{"crd":151782,"name":"Alpha Strategies Investment Consulting","city":"Ladera Ranch","state":"CA","fees":{"hourly":[650,650]},"sourceSentences":{"hourly":"Consultant - $650/hour Consultant - $500/hour Analyst - $250/hour Sr."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019378","page":"https://plannerfees.com/planners/alpha-strategies-investment-consulting-151782/"},{"crd":163917,"name":"Alpha Wealth Management and Planning LLC","city":"Novato","state":"CA","fees":{"hourly":[250,400],"flat":[1000,15000],"annual":[48000,48000]},"sourceSentences":{"annual":"Clients with assets on Charles Schwab & Co., Inc.,'s platform will be charged an annual flat fee of $48,000, billed quarterly.","hourly":"Hourly engagements range from $250 to $400 per hour.","flat":"Fixed fee engagement fee range from $1,000 to $15,000."},"brochureDate":"7/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052479","page":"https://plannerfees.com/planners/alpha-wealth-management-and-planning-llc-163917/"},{"crd":315231,"name":"Alphacopia","city":"Annandale","state":"MN","fees":{"flat":[500,25000]},"sourceSentences":{"flat":"The firm may charge a flat fee rate ranging from $500 to $25,000 for wealth planning services."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054439","page":"https://plannerfees.com/planners/alphacopia-315231/"},{"crd":324030,"name":"Alphanso","city":"Rochester","state":"NY","fees":{"annual":[1200,7200]},"sourceSentences":{"annual":"Fees generally range from $1,200 to $7,200 annually and are charged on a flat-fee, subscription basis depending upon the Member's selected service level and individual needs."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058674","page":"https://plannerfees.com/planners/alphanso-324030/"},{"crd":318321,"name":"Alphaomega Wealth Management, LLC","city":"Lincoln","state":"NE","fees":{"flat":[500,10000],"monthly":[150,2000]},"sourceSentences":{"monthly":"Financial Planning ● Ongoing Financial Planning - Ongoing Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at the rate of $150 - $2,000 per month.","flat":"At the discretion of AOWM, Clients may be eligible for discounts when combining Investment Management with our Ongoing Financial Planning. ● Project-Based Financial Planning - We offer Project-Based Financial Planning engagements from $500 - $10,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025632","page":"https://plannerfees.com/planners/alphaomega-wealth-management-llc-318321/"},{"crd":316620,"name":"Alphaplus Wealth Management LLC","city":"Vienna","state":"VA","fees":{"hourly":[595,595]},"sourceSentences":{"hourly":"In consideration for providing financial planning services and pursuant to the Financial Planning Agreement, our firm charges an hourly rate of $595.00."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059848","page":"https://plannerfees.com/planners/alphaplus-wealth-management-llc-316620/"},{"crd":174703,"name":"Alpine Asset Management","city":"Zephyr Cove","state":"NV","fees":{"flat":[2000,10000],"quarterly":[1200,2000]},"sourceSentences":{"quarterly":"This fee is paid quarterly ($1,200 - $2,000 per quarter), in arrears, and 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management."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024601","page":"https://plannerfees.com/planners/alpine-capital-partners-llc-151359/"},{"crd":342012,"name":"Alpine Crest Private Wealth LLC","city":"Denver","state":"CO","fees":{"flat":[25000,150000],"annual":[25000,150000]},"sourceSentences":{"annual":"Fees are paid quarterly in arrears and generally range from $25,000 to $150,000 per year.","flat":"Fixed fee rates generally range from $25,000 to $150,000."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044232","page":"https://plannerfees.com/planners/alpine-crest-private-wealth-llc-342012/"},{"crd":147393,"name":"Alpine Financial Advisers, LLC","city":"Golden","state":"CO","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Fees for only a financial plan begin at $1,000, with one half of the fee due at engagement, and the balance due at completion."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052052","page":"https://plannerfees.com/planners/alpine-financial-advisers-llc-147393/"},{"crd":325412,"name":"Alpine Hill Advisors LLC","city":"Westport","state":"CT","fees":{"annual":[50000,500000]},"sourceSentences":{"annual":"Fees range from $50,000 to $500,000 annually based on the scope of services and the level of activity and staffing required."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024077","page":"https://plannerfees.com/planners/alpine-hill-advisors-llc-325412/"},{"crd":154366,"name":"Alpine Peaks Consulting","city":"Alpine Meadows","state":"CA","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"The basic fee schedule starts at a flat rate of $2,000 comprising of a simple financial overview and plan for the client (based on a financial questionnaire that the client fills out), specific portfolio recommendations for the client, and 3 extra hours of consultation time during a 3month period."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004310","page":"https://plannerfees.com/planners/alpine-peaks-consulting-154366/"},{"crd":286072,"name":"Alpine Private Wealth","city":"Saint Louis","state":"MO","fees":{"flat":[333,333],"annual":[4000,4000]},"sourceSentences":{"flat":"Clients are charged the basic fee identified in the schedule above plus a monthly Wealth Planning fee of $333 ($4,000 per annum).","annual":"Clients are charged the basic fee identified in the schedule above plus a monthly Wealth Planning fee of $333 ($4,000 per annum)."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023411","page":"https://plannerfees.com/planners/alpine-private-wealth-286072/"},{"crd":331538,"name":"Alpine Road Financial","city":"Bend","state":"OR","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Limited Scope Financial Planning services are typically billed on either a fixed project-based fee or an hourly basis at a standard rate of $500 per hour, which is negotiable."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047225","page":"https://plannerfees.com/planners/alpine-road-financial-331538/"},{"crd":337545,"name":"Alta Strada Wealth Management","city":"Lincoln","state":"NE","fees":{"hourly":[400,400],"flat":[50000,50000]},"sourceSentences":{"flat":"Ongoing Financial Planning ASWP collects an initial fee, no greater than $50,000.","hourly":"Our hourly rate is $400."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047829","page":"https://plannerfees.com/planners/alta-strada-wealth-management-337545/"},{"crd":325321,"name":"Alta Via Financial Planning","city":"Seattle","state":"WA","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Project-Based Financial Planning Project-based financial planning engagements are offered at our hourly rate of $450."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056009","page":"https://plannerfees.com/planners/alta-via-financial-planning-325321/"},{"crd":293675,"name":"Alta Wealth Advisors LLC","city":"Woburn","state":"MA","fees":{"hourly":[150,350],"flat":[250,2500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $2,500.","hourly":"The negotiated hourly fee for these services is between $150 and $350."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049594","page":"https://plannerfees.com/planners/alta-wealth-advisors-llc-293675/"},{"crd":120642,"name":"Altair Advisers, LLC","city":"Chicago","state":"IL","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"At times, fees are charged based on hourly rates, which vary from $200 to $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038850","page":"https://plannerfees.com/planners/altair-advisers-llc-120642/"},{"crd":316907,"name":"Altamira Financial Group, LLC","city":"Santa Fe","state":"NM","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Hourly fees are 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fee schedule above with a minimum quarterly fee of $1,250.","hourly":"If the client wishes to engage Altfest in additional financial planning services beyond the agreed upon scope, they will be billed at the hourly rate of $250."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014294","page":"https://plannerfees.com/planners/altfest-personal-wealth-management-110130/"},{"crd":113268,"name":"Altius Financial, Inc.","city":"Denver","state":"CO","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"Fixed fees shall not exceed $10,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025264","page":"https://plannerfees.com/planners/altius-financial-inc-113268/"},{"crd":281778,"name":"Altman Advisors","city":"Chicago","state":"IL","fees":{"hourly":[500,500],"flat":[25000,25000]},"sourceSentences":{"flat":"Our maximum flat fee is $25,000 or maximum hourly rate is $500 for our Financial Planning & Consulting service.","hourly":"Our maximum flat fee is $25,000 or maximum hourly rate is $500 for our Financial Planning & Consulting service."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020935","page":"https://plannerfees.com/planners/altman-advisors-281778/"},{"crd":323001,"name":"Alton Point Advisors, LLC","city":"Westminster","state":"MD","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"In cases where Financial Planning Services are not included as a part of ongoing investment management, APA can offer Financial Planning Services for an hourly fee of $150 per 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$175 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035518","page":"https://plannerfees.com/planners/alturas-wealth-management-llc-304531/"},{"crd":287848,"name":"Altus Wealth Group, LLC","city":"Colorado Springs","state":"CO","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $1,000 to $10,000.","hourly":"Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $250.00."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015875","page":"https://plannerfees.com/planners/altus-wealth-group-llc-287848/"},{"crd":145259,"name":"Altus Wealth 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$2,500."},"brochureDate":"12/19/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=933325","page":"https://plannerfees.com/planners/ama-financial-planning-llc-334069/"},{"crd":338091,"name":"Ama Office Solutions LLC","city":"Needham","state":"MA","fees":{"annual":[3000,3000]},"sourceSentences":{"annual":"The minimum annual fee is $3,000."},"brochureDate":"5/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044549","page":"https://plannerfees.com/planners/ama-office-solutions-llc-338091/"},{"crd":316681,"name":"Amaral Financial Planning","city":"San Jose","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The hourly rate is $500 per 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$300."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049216","page":"https://plannerfees.com/planners/amber-wealth-advisors-llc-325953/"},{"crd":342844,"name":"Ambition Financial LLC","city":"Nipomo","state":"CA","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 - $10,000 and our hourly rate is $300.","hourly":"Fixed fee rates range between $500 - $10,000 and our hourly rate is $300."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051496","page":"https://plannerfees.com/planners/ambition-financial-llc-342844/"},{"crd":339633,"name":"Amd Wealth Management LLC","city":"Branchburg","state":"NJ","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"Ongoing Financial Planning AMD collects an initial fee, no greater than $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042486","page":"https://plannerfees.com/planners/amd-wealth-management-llc-339633/"},{"crd":124207,"name":"Ameribanc Corporation","city":"Hoffman Estates","state":"IL","fees":{"hourly":[500,500],"flat":[250,5000]},"sourceSentences":{"hourly":"Ameribanc Corporation may charge an hourly rate for such services at a rate agreed with the client with a maximum rate of $500.00 per hour currently.","flat":"Alternatively, Ameribanc and the client may agree upon a fixed fee for the planning and/or consulting services requested with such fixed fees usually, but not always, in a $250.00 to $5,000.00 range."},"brochureDate":"6/17/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=717709","page":"https://plannerfees.com/planners/ameribanc-corporation-124207/"},{"crd":284250,"name":"American Advisors LLC","city":"Langhorne","state":"PA","fees":{"hourly":[250,250],"monthly":[150,800]},"sourceSentences":{"hourly":"The negotiated hourly fee for this service is $250.","monthly":"There is an initial fee of $800, and $150 monthly maintenance fee."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010919","page":"https://plannerfees.com/planners/american-advisors-llc-284250/"},{"crd":166057,"name":"American Centurion Financial LLC","city":"New York","state":"NY","fees":{"hourly":[475,475]},"sourceSentences":{"hourly":"Hourly fees are $475 per 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rate of $300 an hour or a flat one-time fee agreed upon in advance by the client typically ranging from $250.00 to $25,000.00."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039512","page":"https://plannerfees.com/planners/american-family-legacy-group-154050/"},{"crd":115559,"name":"American Financial & Tax Strategies, Inc.","city":"New York","state":"NY","fees":{"hourly":[660,660],"quarterly":[2500,2500]},"sourceSentences":{"hourly":"These fees are largely determined by the scope and complexity of the agreed upon services: $660 on an hourly basis, and $2640 and up on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","quarterly":"The minimum quarterly fee is $2,500."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002929","page":"https://plannerfees.com/planners/american-financial-tax-strategies-inc-115559/"},{"crd":108530,"name":"American Financial Advisors Inc","city":"Winter Park","state":"FL","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"$325/hour for professional services and $175 for staff time The Advisory Agreement terminates upon the delivery of the Plan, analyses and/or recommendations which delivery maybe in writing or verbally in a meeting between you and American Financial."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007950","page":"https://plannerfees.com/planners/american-financial-advisors-inc-108530/"},{"crd":115824,"name":"American Financial Advisors, LLC.","city":"Marietta","state":"GA","fees":{"hourly":[150,150],"flat":[500,500]},"sourceSentences":{"flat":"- Clients who have previously entered a 401(k) Investment Advisory Agreement with AFA, LLC and pay AFA, LLC an annual management fee for 401(k) portfolio management are billed separately for financial planning engagements at a flat rate of $500 per engagement invoiced at the beginning of the engagement.","hourly":"- Clients who have not entered an Investment Advisory Agreement with AFA, LLC and engage AFA, LLC strictly for financial planning services are billed for the engagement at an hourly rate of $150 per hour."},"brochureDate":"7/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050728","page":"https://plannerfees.com/planners/american-financial-advisors-llc-115824/"},{"crd":111016,"name":"American Financial Management, LTD.","city":"Owings 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hour."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054641","page":"https://plannerfees.com/planners/american-financial-planning-inc-142588/"},{"crd":115796,"name":"American Market Advisors, Inc.","city":"Shavano Park","state":"TX","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Individual client equity and fixed income portfolios ………1.0% of net assets Individual client consulting services ……………………………..Fixed hourly rate $400.00 Beginning in 2024 new accounts having managed assets less than $1,000,000 will be charged a minimum annual management fee of $1,500.00, plus 1.0% of managed assets."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002677","page":"https://plannerfees.com/planners/american-market-advisors-inc-115796/"},{"crd":139482,"name":"American Retirement & Investment Strategies, 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market value of the…","annual":"Annual fees may be subject to a minimum charge of $5,000 per year."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028662","page":"https://plannerfees.com/planners/ameritrust-investment-advisors-inc-108589/"},{"crd":172728,"name":"Ames Financial Solutions, LLC","city":"Ocoee","state":"FL","fees":{"hourly":[400,400],"monthly":[450,800]},"sourceSentences":{"monthly":"Depending on the client’s circumstances, fees can range from $450-$800.00 monthly; $2,500-$15,000 one-time.","hourly":"Limited Financial Planning Services Limited Financial planning services are offered at a rate of $400.00 per hour."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006472","page":"https://plannerfees.com/planners/ames-financial-solutions-llc-172728/"},{"crd":327672,"name":"Ametrine Wealth","city":"Lake Orion","state":"MI","fees":{"hourly":[300,300],"flat":[2000,10000],"quarterly":[1250,1250],"annual":[5000,5000]},"sourceSentences":{"quarterly":"The minimum quarterly fee is $1,250.","annual":"Fees are paid quarterly in arrears, at a rate of $5,000 per year.","flat":"Fixed fee rates range from $2,000 to $10,000.","hourly":"Our hourly rate is $300.00."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002388","page":"https://plannerfees.com/planners/ametrine-wealth-327672/"},{"crd":292160,"name":"Amfg Wealth Management LLC","city":"Westlake","state":"OH","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $150 and $500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036359","page":"https://plannerfees.com/planners/amfg-wealth-management-llc-292160/"},{"crd":131315,"name":"Amicus Financial Advisors, LLC","city":"Lubbock","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly charges are $250/hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034130","page":"https://plannerfees.com/planners/amicus-financial-advisors-llc-131315/"},{"crd":319227,"name":"Amida Wealth Advisors, LLC","city":"Miami","state":"FL","fees":{"flat":[1000,30000],"annual":[1750,2500]},"sourceSentences":{"annual":"Wealth transfer strategies Financial Coaching Membership < 500k $2500 annual 501-750K $1750 annual At the Advisor’s discretion, a maximum $500 downpayment may be required.","flat":"The agreed-upon fee will be a fixed fee typically ranging from $1,000 to $30,000 payable in arrears or incrementally as agreed upon with the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031923","page":"https://plannerfees.com/planners/amida-wealth-advisors-llc-319227/"},{"crd":162878,"name":"Amj Financial Wealth Management LLC","city":"Leesburg","state":"VA","fees":{"hourly":[250,500],"flat":[1000,10000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fee range for creating client financial plans is $1,000 to $10,000.","hourly":"If a client terminates the Agreement, the fee refunded will be the balance of the fees collected in advance minus the hourly rate of $250 - $500 times the number of hours of work that has been completed up to and including the day of termination."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022150","page":"https://plannerfees.com/planners/amj-financial-wealth-management-llc-162878/"},{"crd":315111,"name":"Amoretti Capital Management","city":"San Francisco","state":"CA","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"The hourly rate for financial planning is $450."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057105","page":"https://plannerfees.com/planners/amoretti-capital-management-315111/"},{"crd":341724,"name":"Ampersand Investment Advisors","city":"Camden","state":"ME","fees":{"hourly":[300,300],"flat":[1500,7500]},"sourceSentences":{"hourly":"The Plan Sponsor and the Advisor may agree, from time to time, that the Advisor be compensated for additional non-investment related duties outside the normal scope of this Agreement on an hourly basis of $300 per hour.","flat":"Ampersand will charge a fixed fee for comprehensive financial planning services in the range of $1,500 to $7,500 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046282","page":"https://plannerfees.com/planners/ampersand-investment-advisors-341724/"},{"crd":157968,"name":"Amphora Wealth Management, LLC","city":"Chapel Hill","state":"NC","fees":{"hourly":[50,800],"flat":[10000,50000]},"sourceSentences":{"flat":"For clients that do not wish to engage Adviser to provide ongoing portfolio management or advisory services, Adviser alternatively offers financial planning services on a flat fee basis of $10,000 to $50,000 per plan, or an hourly basis at $50 to $800 per hour.","hourly":"For clients that do not wish to engage Adviser to provide ongoing portfolio management or advisory services, Adviser alternatively offers financial planning services on a flat fee basis of $10,000 to $50,000 per plan, or an hourly basis at $50 to $800 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030905","page":"https://plannerfees.com/planners/amphora-wealth-management-llc-157968/"},{"crd":314949,"name":"Amplify My Wealth","city":"Boca Raton","state":"FL","fees":{"hourly":[250,250],"flat":[250,2500],"monthly":[100,500],"quarterly":[300,1500]},"sourceSentences":{"flat":"Holistic Financial Planning Ongoing Financial Planning consists of an upfront charge of $250 - $2,500 and an ongoing fee that is paid either monthly or quarterly, in advance, at the rate of $100 - $500 per month ($300 - $1,500 per quarter).","monthly":"Holistic Financial Planning Ongoing Financial Planning consists of an upfront charge of $250 - $2,500 and an ongoing fee that is paid either monthly or quarterly, in advance, at the rate of $100 - $500 per month ($300 - $1,500 per quarter).","quarterly":"Holistic Financial Planning Ongoing Financial Planning consists of an upfront charge of $250 - $2,500 and an ongoing fee that is paid either monthly or quarterly, in advance, at the rate of $100 - $500 per month ($300 - $1,500 per quarter).","hourly":"In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. 8 Financial Planning Hourly Fee Financial Planning fee may be available for an hourly rate of $250 per hour."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=748964","page":"https://plannerfees.com/planners/amplify-my-wealth-314949/"},{"crd":312463,"name":"Amplius Wealth Advisors","city":"Blue Bell","state":"PA","fees":{"hourly":[200,750],"flat":[5000,50000]},"sourceSentences":{"flat":"We charge flat fees ranging from $5,000 to $50,000 or hourly fees ranging from $200 - $750 per hour for financial planning and consulting services, which are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.","hourly":"We charge flat fees ranging from $5,000 to $50,000 or hourly fees ranging from $200 - $750 per hour for financial planning and consulting services, which are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051714","page":"https://plannerfees.com/planners/amplius-wealth-advisors-312463/"},{"crd":333518,"name":"Amvoy Wealth","city":"New York","state":"NY","fees":{"flat":[1000,20000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $20,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024005","page":"https://plannerfees.com/planners/amvoy-wealth-333518/"},{"crd":288742,"name":"An Exceptional Life Financial, LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[300,300],"flat":[1500,6000],"annual":[1800,3000]},"sourceSentences":{"hourly":"Our rate for Financial Planning ranges from $300 per hour.","annual":"Our annual fee for this service ranges from $1,800 to $3,000 per year, plus a non-refundable $150 to $250 upfront fee for new clients.","flat":"Annual Engagement Our standard fee for the annual engagement of financial planning is between $1,500 - $6,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026828","page":"https://plannerfees.com/planners/an-exceptional-life-financial-llc-288742/"},{"crd":154628,"name":"An Irrational Mind, LLC","city":"Bellevue","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly fees for financial planning and Advisory services will be $250 per hour with a minimum charge of 2 hours or $500 for initial engagements."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008744","page":"https://plannerfees.com/planners/an-irrational-mind-llc-154628/"},{"crd":339783,"name":"Analog Capital Ai, LLC","city":"Houston","state":"TX","fees":{"hourly":[250,450]},"sourceSentences":{"hourly":"The hourly fee for these services is between $250 and $450."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029010","page":"https://plannerfees.com/planners/analog-capital-ai-llc-339783/"},{"crd":309636,"name":"Analog Capital Partners LLC","city":"Houston","state":"TX","fees":{"flat":[3000,3000],"annual":[1188,1188]},"sourceSentences":{"annual":"There is a minimum annual fee of $ 1,188.","flat":"The rate for creating client financial plans is $3,000."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057026","page":"https://plannerfees.com/planners/analog-capital-partners-llc-309636/"},{"crd":328249,"name":"Ancap Financial","city":"League City","state":"TX","fees":{"flat":[5000,30000]},"sourceSentences":{"flat":"Fixed fee rates range from $5,000 to $30,000."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058269","page":"https://plannerfees.com/planners/ancap-financial-328249/"},{"crd":124600,"name":"Anchor Capital Management, LLC","city":"Ithaca","state":"NY","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"For this service, we charge an initial first-meeting deposit of $500 and subsequently, an hourly fee, of $300 per hour."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041560","page":"https://plannerfees.com/planners/anchor-capital-management-llc-124600/"},{"crd":111801,"name":"Anchor Financial Group","city":"Brea","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly rate for limited scope engagements is $250."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011161","page":"https://plannerfees.com/planners/anchor-financial-group-111801/"},{"crd":342701,"name":"Anchor Point Financial Planning LLC","city":"West End","state":"NC","fees":{"flat":[2000,2000],"annual":[2000,3500]},"sourceSentences":{"flat":"Ongoing Financial Planning For Ongoing Financial Planning clients that have not already engaged Anchor Point for a Planning Project, Anchor Point collects an initial fee, no greater than $2,000.","annual":"Service Tier Annual Fee Silver $2,000–$3,500 Gold $3,500–$6,000 Platinum $6,000–$12,000 11 Project-Based and Hourly Financial Planning Anchor Point charges either a fixed or hourly fee for Project-Based engagements."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058675","page":"https://plannerfees.com/planners/anchor-point-financial-planning-llc-342701/"},{"crd":300980,"name":"Anchor Wealth Advisors, LLC","city":"Cockeysville","state":"MD","fees":{"hourly":[495,495],"flat":[3000,24000]},"sourceSentences":{"flat":"The advisory fee payable for any held away accounts will be deducted directly from another client account, and if there are insufficient funds available in another client account or our firm believes that deducting the advisory fee from another client account would be prohibited by applicable law, we will invoice…","hourly":"Hourly planning is available at a rate not to exceed $495 per hour, depending on the complexity of the services provided."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039034","page":"https://plannerfees.com/planners/anchor-wealth-advisors-llc-300980/"},{"crd":329286,"name":"Anchor Wealth Management Group LLC","city":"West Palm Beach","state":"FL","fees":{"hourly":[450,450],"flat":[3500,3500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $450 per hour.","flat":"Services are offered based on a flat fee between $3,500-15,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014715","page":"https://plannerfees.com/planners/anchor-wealth-management-group-llc-329286/"},{"crd":331693,"name":"Anchored Wealth","city":"The Woodlands","state":"TX","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Maximum hourly rate: $400; payable in stages as the work progresses by check, credit card, or Zelle within ten (10) days of receipt of each invoice."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042689","page":"https://plannerfees.com/planners/anchored-wealth-331693/"},{"crd":335467,"name":"Anchyra Partners LLC","city":"Atlanta","state":"GA","fees":{"hourly":[500,1000],"flat":[5000,100000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500$1,000.","flat":"Flat fees range from $5,000 to $100,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017583","page":"https://plannerfees.com/planners/anchyra-partners-llc-335467/"},{"crd":318656,"name":"Andante Financial","city":"Burlington","state":"MA","fees":{"quarterly":[375,1000]},"sourceSentences":{"quarterly":"Fees are paid quarterly in advance, ranging from $375 to $1,000 per quarter."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025919","page":"https://plannerfees.com/planners/andante-financial-318656/"},{"crd":290343,"name":"Anderson Financial Strategies, LLC","city":"Dayton","state":"OH","fees":{"flat":[1000,10000],"monthly":[150,500]},"sourceSentences":{"flat":"Anderson Financial Strategies may also provide a comprehensive financial plan for a fixed fee of $1000$10,000, which may be negotiable depending upon the nature and complexity of the client's circumstances.","monthly":"We charge a monthly retainer fee of $150-$500 which shall be negotiable depending upon certain circumstances."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037271","page":"https://plannerfees.com/planners/anderson-financial-strategies-llc-290343/"},{"crd":151241,"name":"Anderson Wealth Management, Inc.","city":"Greer","state":"SC","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"Our hourly fees are $350 for financial advisors, $150 per hour for para-planners and $75 for administrative time.","flat":"Flat fees generally range from $1,500 to $10,000."},"brochureDate":"3/31/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=642167","page":"https://plannerfees.com/planners/anderson-wealth-management-inc-151241/"},{"crd":301225,"name":"Andersonlane","city":"Needham","state":"MA","fees":{"flat":[4000,12000]},"sourceSentences":{"flat":"AndersonLane Associates LLC Page 6 of 21 Financial Planning We assess a fixed fee for our financial planning engagements that range from $4,000 to $12,000."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006952","page":"https://plannerfees.com/planners/andersonlane-301225/"},{"crd":151762,"name":"Andina Advisors","city":"Logan","state":"UT","fees":{"hourly":[500,500],"flat":[500,500]},"sourceSentences":{"flat":"A one time, flat fee, starting at $500 The Company charges a one-time, flat fee for its planning services, which covers the preparation and delivery of the Client's financial plan.","hourly":"We will bill clients paying a flat fee schedule an hourly rate of $500 for the time spent in the design of such financial documents (minimum 2 hours or $1,000) through the date of termination."},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050693","page":"https://plannerfees.com/planners/andina-advisors-151762/"},{"crd":281930,"name":"Andrew Marshall Financial LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[360,360],"flat":[5000,5000]},"sourceSentences":{"hourly":"AMF’s current hourly rate is $360 per hour.","flat":"Examples of typical projects include retirement planning projects which have a total cost typically less than $5,000."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002029","page":"https://plannerfees.com/planners/andrew-marshall-financial-llc-281930/"},{"crd":118957,"name":"Andrews Advisory Associates, LLC","city":"Honolulu","state":"HI","fees":{"hourly":[300,300],"flat":[10000,10000]},"sourceSentences":{"flat":"However, flat fees will not exceed $10,000 for Financial Planning Services.","hourly":"If needed, our Hourly Financial Planning service will be quoted in advance based on an hourly rate of $300 for Investment Adviser Representatives and $100 for Client Service Specialists."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021784","page":"https://plannerfees.com/planners/andrews-advisory-associates-llc-118957/"},{"crd":343233,"name":"Andromeda Wealth LLC","city":"Miami","state":"FL","fees":{"hourly":[250,250],"flat":[500,2000]},"sourceSentences":{"hourly":"Financial Consulting Services are offered based on an hourly fee of $250 per hour.","flat":"Full Financial Plans are offered based on a flat fee between $500 and $2,000."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057033","page":"https://plannerfees.com/planners/andromeda-wealth-llc-343233/"},{"crd":316462,"name":"Anew Advisors, LLC","city":"Wauwatosa","state":"WI","fees":{"hourly":[250,2000]},"sourceSentences":{"hourly":"The hourly rate for limited scope engagements will be between $250.00-$2000 per hour depending on the nature of work involved, and the experience of the Anew representative completing the engagement."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019325","page":"https://plannerfees.com/planners/anew-advisors-llc-316462/"},{"crd":297329,"name":"Anfield Wealth Management","city":"Cleveland","state":"OH","fees":{"flat":[500,500],"monthly":[200,200]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $200 per month.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $200 per month."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042034","page":"https://plannerfees.com/planners/anfield-wealth-management-297329/"},{"crd":337395,"name":"Angel Legacy Advisors, LLC","city":"Lubbock","state":"TX","fees":{"hourly":[300,300],"flat":[500,3000]},"sourceSentences":{"hourly":"Hourly fees range are $300 per hour.","flat":"Fixed fees range from $500 to $3,000."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013572","page":"https://plannerfees.com/planners/angel-legacy-advisors-llc-337395/"},{"crd":332254,"name":"Angel Light Capital","city":"Forest Hills","state":"NY","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"Angel Light Capital offers on-going financial planning services for an annual fee of $5,000, billed at the end of each calendar quarter."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999814","page":"https://plannerfees.com/planners/angel-light-capital-332254/"},{"crd":175497,"name":"Angel Oak Financial Services LLC","city":"Montvale","state":"NJ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Angel Oak will charge an hourly fee of $250 for these services with a range of costs typically between $3,000 and $5,000."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030300","page":"https://plannerfees.com/planners/angel-oak-financial-services-llc-175497/"},{"crd":339005,"name":"Angel Wealth Advisors","city":"Astoria","state":"NY","fees":{"hourly":[360,360],"flat":[3600,25000],"monthly":[300,1500]},"sourceSentences":{"monthly":"Fees are negotiable. 9 Ongoing Financial Planning Ongoing Financial Planning fees range from $300 to $1,500 per month recurring.","flat":"Fixed fees range between $3,600 to $25,000.","hourly":"The hourly fee rate is $360/hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033924","page":"https://plannerfees.com/planners/angel-wealth-advisors-339005/"},{"crd":159889,"name":"Angelroyce Wealth Advisors, LLC","city":"Greer","state":"SC","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $500 and $2,500."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025211","page":"https://plannerfees.com/planners/angelroyce-wealth-advisors-llc-159889/"},{"crd":328571,"name":"Angelus Wealth, LLC","city":"Sugar Land","state":"TX","fees":{"flat":[3000,3000],"annual":[5000,5000]},"sourceSentences":{"annual":"The annual fee ranges from five thousand dollars ($5,000) to twenty thousand dollars ($20,000), determined at the onset of the engagement based on the complexity of the client's needs and the scope of services.","flat":"AW will charge a fixed fee ranging between three thousand dollars ($3,000) and twelve thousand dollars ($12,000), deter mined at the onset of the engagement based upon the complexity of the client’s needs and the scope of the financial planning services required to meet those needs."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048822","page":"https://plannerfees.com/planners/angelus-wealth-llc-328571/"},{"crd":282832,"name":"Anglia Advisors","city":"Valley Stream","state":"NY","fees":{"hourly":[299,299]},"sourceSentences":{"hourly":"Anglia Advisors Form ADV Part 2 - 20250101 fi fi fi fi fi fi fi fi fl fi fi fi Page 9 of 35 Per Hour Financial Planning The Foundational Hourly Rate is $299."},"brochureDate":"1/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002449","page":"https://plannerfees.com/planners/anglia-advisors-282832/"},{"crd":170819,"name":"Ankerstar Wealth, LLC","city":"Leander","state":"TX","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Comprehensive Planning Package – $1,500, for 1-hour meeting & full plan."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056479","page":"https://plannerfees.com/planners/ankerstar-wealth-llc-170819/"},{"crd":132539,"name":"Annapolitan Investment Group, Inc.","city":"Annapolis","state":"MD","fees":{"hourly":[150,150],"flat":[250,250]},"sourceSentences":{"hourly":"Our hourly fee is $150 per hour, payable as invoiced by your Advisory Representative, generally invoiced at the end of each month.","flat":"Our fixed fee is $250, payable one-half on execution of the advisory agreement with AIG with the balance due on completion of the project or at the end of each month (or other agreed upon time) as invoiced by AIG."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=952530","page":"https://plannerfees.com/planners/annapolitan-investment-group-inc-132539/"},{"crd":127987,"name":"Annex Wealth Management, LLC","city":"Brookfield","state":"WI","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Flat fees for basic projects can start as low as $1,000 but can be significantly higher depending upon the scope and duration of the services provided."},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041860","page":"https://plannerfees.com/planners/annex-wealth-management-llc-127987/"},{"crd":284934,"name":"Anomaly Advisors","city":"West Bloomfield","state":"MI","fees":{"flat":[1500,5000],"monthly":[150,500]},"sourceSentences":{"flat":"Lance J Turner Financial Services LLC Form ADV Part 2 -20160912 Page 6 Multi-component planning engagements are assessed fixed fees that range from $1,500 to $5,000.","monthly":"We are paid a retainer fee for this service at the rate of $150 to $500 per month."},"brochureDate":"3/20/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=824517","page":"https://plannerfees.com/planners/anomaly-advisors-284934/"},{"crd":337437,"name":"Anora Wealth","city":"San Marcos","state":"CA","fees":{"flat":[3000,6000],"annual":[6000,10000]},"sourceSentences":{"annual":"We charge an annual fixed fee for Ongoing Financial Planning, ranging from $6,000 to $10,000.","flat":"Fixed fee rates range from $3,000 to $6,000."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041468","page":"https://plannerfees.com/planners/anora-wealth-337437/"},{"crd":161784,"name":"Anthony Investment Management, LLC","city":"Wheeling","state":"WV","fees":{"flat":[100,10000]},"sourceSentences":{"flat":"AIM’s investment consulting services fees are negotiable, but generally range from $100 to $10,000 on a fixed fee basis."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003017","page":"https://plannerfees.com/planners/anthony-investment-management-llc-161784/"},{"crd":123209,"name":"Anthony Petsis & Associates Inc.","city":"Newtown","state":"PA","fees":{"hourly":[230,230]},"sourceSentences":{"hourly":"Estate Plan Document Creation - $230 per hour"},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050266","page":"https://plannerfees.com/planners/anthony-petsis-associates-inc-123209/"},{"crd":318408,"name":"Antoine Wealth Management","city":"Conway","state":"AR","fees":{"flat":[600,6500],"annual":[600,6500]},"sourceSentences":{"flat":"One-time planning engagements are assessed fixed fees that range from $600 to $6,500.","annual":"We are paid a fixed monthly fee for this service at the rate of $600 to $6,500 per year."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019380","page":"https://plannerfees.com/planners/antoine-wealth-management-318408/"},{"crd":312253,"name":"Antoine Williams & Associates Wealth Management, LLC","city":"Shelburne","state":"VT","fees":{"hourly":[500,500],"flat":[5000,5000]},"sourceSentences":{"flat":"Financial planning fees will be billed at a fixed rate of $5,000 for the first 10 hours.","hourly":"Time spent beyond the first 10 hours will be billed at a rate of $500 per hour."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049257","page":"https://plannerfees.com/planners/antoine-williams-associates-wealth-management-llc-312253/"},{"crd":119829,"name":"Antolino Wealth Advisors","city":"Columbus","state":"OH","fees":{"hourly":[550,550]},"sourceSentences":{"hourly":"If the client terminates our engagement prior to completion of the agreed upon services, we will provide a refund of prepaid fees, prorated based on the amount of time spent on the project through the effective date of termination at a rate of $550 per hour."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058487","page":"https://plannerfees.com/planners/antolino-wealth-advisors-119829/"},{"crd":286452,"name":"Antonelli Financial Advisors, LLC","city":"Grosse Pointe","state":"MI","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"The hourly rate for limited scope planning services is $200 to $400 based on the complexity of the planning service."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050253","page":"https://plannerfees.com/planners/antonelli-financial-advisors-llc-286452/"},{"crd":136312,"name":"Antonio Andrade, CFP","city":"Ukiah","state":"CA","fees":{"hourly":[325,325],"annual":[1500,1500]},"sourceSentences":{"hourly":"Item 5 -- Fee and Compensation My basic fee is $325 per hour and payable at the conclusion of a consultation.","annual":"Retainer fees are billed quarterly and generally begin at $1500 annually, I provide investment advisory services to individuals, high net worth individuals, small businesses, estates and trusts."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028097","page":"https://plannerfees.com/planners/antonio-andrade-cfp-136312/"},{"crd":313572,"name":"Antonio Stokes Advisors","city":"Southfield","state":"MI","fees":{"hourly":[250,250],"flat":[350,350]},"sourceSentences":{"hourly":"AND CONSULTING ASA charges an hourly fee of $250 for financial planning with a minimum charge of three hours.","flat":"Additionally, ASA will provide an annual review of financial plans for an additional $350 per review within five years of initial plan."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999567","page":"https://plannerfees.com/planners/antonio-stokes-advisors-313572/"},{"crd":145703,"name":"Antunes International Investment Management","city":"Glenwood Springs","state":"CO","fees":{"hourly":[300,300],"flat":[1000,3000]},"sourceSentences":{"flat":"We will charge a fixed fee that ranges from $1,000 to $3,000, for broad based planning services.","hourly":"We will charge an hourly fee of $300 with a minimum engagement of four hours for clients who request consultations for specific services and do not desire a broad based written financial plan."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023925","page":"https://plannerfees.com/planners/antunes-international-investment-management-145703/"},{"crd":288301,"name":"Ao Wealth Advisory","city":"Urbandale","state":"IA","fees":{"flat":[300,300]},"sourceSentences":{"flat":"Financial Planning and Consulting Services As part of certain arrangements, AO Wealth will charge a monthly service fee that will not exceed $300 for financial planning and consulting services."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007672","page":"https://plannerfees.com/planners/ao-wealth-advisory-288301/"},{"crd":156417,"name":"Ap Wealth Management","city":"Augusta","state":"GA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Form ADV Part 2A, Item 5 Financial Planning Service The cost of a comprehensive financial plan starts at $5,000 and adjusts for more complex or time-consuming plans."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018037","page":"https://plannerfees.com/planners/ap-wealth-management-156417/"},{"crd":117183,"name":"Apex Advisory Group, Inc.","city":"Spokane","state":"WA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Services outside the scope of traditional‬‭investment advisory services may‬ O ‭include, but are not limited to, advice on closely‐held business interests, unusual or enhanced‬ ‭reporting/record keeping requirements, work product related to specialized, illiquid investments‬ ‭like real estate limited partnership…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=969539","page":"https://plannerfees.com/planners/apex-advisory-group-inc-117183/"},{"crd":313555,"name":"Apex Fiduciary Advisors LLC","city":"Middleton","state":"WI","fees":{"flat":[600,5000]},"sourceSentences":{"flat":"Apex Fiduciary Advisors charges a negotiated fixed fee starting at $600 for a very basic financial plan, while not exceeding $5,000 for the most complex of plans."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017412","page":"https://plannerfees.com/planners/apex-fiduciary-advisors-llc-313555/"},{"crd":288456,"name":"Apex Wealth Management","city":"Searcy","state":"AR","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $175 per hour."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043469","page":"https://plannerfees.com/planners/apex-wealth-management-288456/"},{"crd":159585,"name":"Apex Wealth Management, LLC","city":"Katy","state":"TX","fees":{"hourly":[200,200],"flat":[1500,3500]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,500 and $3,500.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009158","page":"https://plannerfees.com/planners/apex-wealth-management-llc-159585/"},{"crd":304586,"name":"Api Financial Advisors, LLC","city":"Rockledge","state":"FL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"For our financial planning services, we charge an hourly rate of $300."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058728","page":"https://plannerfees.com/planners/api-financial-advisors-llc-304586/"},{"crd":312493,"name":"Apis Financial Group, LLC","city":"Villa Park","state":"IL","fees":{"flat":[2400,2400],"annual":[2400,2400]},"sourceSentences":{"flat":"Fees range from $2,400 to up to $12,000 depending on the complexity of the Client.","annual":"Annual fees range from $2,400 to up to $12,000 and are billed monthly in arrears."},"brochureDate":"4/2/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=908918","page":"https://plannerfees.com/planners/apis-financial-group-llc-312493/"},{"crd":305606,"name":"Apis Wealth, LLC","city":"Sorrento","state":"FL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Generally, Apis Wealth charges a maximum, negotiable hourly fee of $300 or a fixed fee that is calculated by multiplying the agreed-upon hourly rate by the estimated amount of time needed to complete the financial planning and consulting services."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006741","page":"https://plannerfees.com/planners/apis-wealth-llc-305606/"},{"crd":289340,"name":"Apm Wealth","city":"Portland","state":"OR","fees":{"hourly":[250,250],"monthly":[1299,1299],"quarterly":[2000,10000],"annual":[15588,15588]},"sourceSentences":{"hourly":"Alternatively, we may agree to be compensated on an hourly basis, at $250 per hour.","monthly":"A practice-owning physician using the Personal CFO offering, who has zero managed assets, will be charged $1,299 per month for the Personal CFO services ($15,588 per year).","annual":"A practice-owning physician using the Personal CFO offering, who has zero managed assets, will be charged $1,299 per month for the Personal CFO services ($15,588 per year).","quarterly":"Business consulting fees range from $2,000 to $10,000 per quarter, billed in arrears, and will be agreed upon in advance."},"brochureDate":"8/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054544","page":"https://plannerfees.com/planners/apm-wealth-289340/"},{"crd":341202,"name":"Apogee Wealth Advisors","city":"Danville","state":"CA","fees":{"hourly":[500,500],"flat":[2500,10000],"annual":[2500,10000]},"sourceSentences":{"flat":"AWA charges a fixed fee ranging from $2,500 to $10,000 for one-time full financial plans.","hourly":"For limited financial consulting engagements, AWA charges an hourly fee of $500 per hour, with an estimated number of hours provided in advance.","annual":"The fixed annual fee ranges from $2,500 to $10,000 and is paid monthly in advance."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055827","page":"https://plannerfees.com/planners/apogee-wealth-advisors-341202/"},{"crd":310419,"name":"Apogee Wealth Partners, LLC","city":"Chattanooga","state":"TN","fees":{"hourly":[200,400],"flat":[500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $10,000.","hourly":"The negotiated hourly fee for these services is between $200 and $400."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058491","page":"https://plannerfees.com/planners/apogee-wealth-partners-llc-310419/"},{"crd":334251,"name":"Apollo Wealth Management","city":"Wooster","state":"OH","fees":{"hourly":[20,140],"flat":[20,15000],"annual":[20,20000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $20 and $15,000.","hourly":"The negotiated hourly fee for these services is between $20 and $140.","annual":"The negotiated fixed rate is between $20 and $20,000 per year."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060068","page":"https://plannerfees.com/planners/apollo-wealth-management-334251/"},{"crd":144673,"name":"Apollo Wealth Management, LLC","city":"Lancaster","state":"NY","fees":{"hourly":[100,200]},"sourceSentences":{"hourly":"The Firm’s hourly fee is generally billed at a rate between $100 to $200 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039040","page":"https://plannerfees.com/planners/apollo-wealth-management-llc-144673/"},{"crd":291902,"name":"Apollon Wealth Management, LLC","city":"Mount Pleasant","state":"SC","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Planning fees typically start at $5,000 and can cost in excess of $50,000, depending on the scope and complexity of the engagement."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058017","page":"https://plannerfees.com/planners/apollon-wealth-management-llc-291902/"},{"crd":167490,"name":"Apostolic Financial Advisors, LLC","city":"Saddle River","state":"NJ","fees":{"hourly":[150,350],"flat":[1000,3000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $3,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $350."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034382","page":"https://plannerfees.com/planners/apostolic-financial-advisors-llc-167490/"},{"crd":168109,"name":"Appian Way Financial","city":"Pasadena","state":"CA","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Appian Way Financial LLC Form ADV Part 2A – 20260322 Page 8 of 26 Fixed Fee At our discretion we may offer you financial planning on a fixed fee basis, generally ranging from $500 to $5,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023222","page":"https://plannerfees.com/planners/appian-way-financial-168109/"},{"crd":142298,"name":"Apple & Company, Inc.","city":"Nashville","state":"TN","fees":{"hourly":[200,250]},"sourceSentences":{"hourly":"Hourly fees usually range from $200 to $250 per hour dependent upon the complexities of the financial situation and the level of work involved."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054055","page":"https://plannerfees.com/planners/apple-company-inc-142298/"},{"crd":298437,"name":"Apple Tree Asset Management, LLC","city":"Fort Wayne","state":"IN","fees":{"hourly":[250,250],"flat":[1000,5000],"annual":[1000,50000]},"sourceSentences":{"flat":"We charge a fixed fee that ranges from $1,000 to $5,000 for comprehensive financial planning.","hourly":"We assess an hourly rate of $250 for financial consulting services with a minimum of one hour per engagement.","annual":"We charge an annual fixed fee ranging between $1,000 to $50,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027124","page":"https://plannerfees.com/planners/apple-tree-asset-management-llc-298437/"},{"crd":169799,"name":"Applewhite & Buys Financial Advisors","city":"Dallas","state":"TX","fees":{"hourly":[250,250],"flat":[6000,6000],"monthly":[600,600],"annual":[7200,7200]},"sourceSentences":{"flat":"Method of Compensation and Fee Schedule Financial Planning (Initial Financial Plan) A fixed fee of $6,000 will be assessed for the Initial Financial Plan.","monthly":"The annual fee is paid in advance at a monthly rate of $600/month.","hourly":"Under certain circumstances an hourly fee of $250 (referred in a following paragraph) may be charged for additional unplanned work, and this will be discussed with the client prior to our firm engaging in that 5 The term “assets under management” and rounding to the nearest $100,000 are as defined by the SEC’s…","annual":"Financial Plan Monitoring Service for Other Individuals Financial plan monitoring services and related fees will vary depending on the complexity of the engagement; however, the fee is generally $7,200 per year."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027979","page":"https://plannerfees.com/planners/applewhite-buys-financial-advisors-169799/"},{"crd":126725,"name":"Applied Advisor","city":"San Francisco","state":"CA","fees":{"hourly":[285,285],"flat":[285,285]},"sourceSentences":{"flat":"The minimum cost of a financial planning or investment advisory project is $285.","hourly":"On January 1, 2026 the advisor's hourly rate was $285."},"brochureDate":"1/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999845","page":"https://plannerfees.com/planners/applied-advisor-126725/"},{"crd":111009,"name":"Applied Capital Management, LLC","city":"Londonderry","state":"NH","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The refund will be based on an hourly rate (not to exceed) $350 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013751","page":"https://plannerfees.com/planners/applied-capital-management-llc-111009/"},{"crd":164428,"name":"Applied Financial Wisdom","city":"Rapid City","state":"SD","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"If clients are charged on a fixed fee basis, the fee will generally not exceed $10,000."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015844","page":"https://plannerfees.com/planners/applied-financial-wisdom-164428/"},{"crd":318732,"name":"Applied Wealth Management","city":"Bakersfield","state":"CA","fees":{"flat":[0,10000],"monthly":[200,500]},"sourceSentences":{"flat":"Comprehensive financial planning service will be charged on a fixed fee basis ranging from $0 to $10,000.","monthly":"Ongoing financial planning services will be charged a monthly fee ranging between $200 and $500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030852","page":"https://plannerfees.com/planners/applied-wealth-management-318732/"},{"crd":288709,"name":"Apprise Wealth Management LLC","city":"Phoenix","state":"MD","fees":{"hourly":[350,350],"annual":[8000,8000]},"sourceSentences":{"hourly":"Our hourly fees generally range from $350 per hour.","annual":"Our minimum fee for annual services is generally $8,000 per year, but will not exceed $25,000, and is billed quarterly and in arrears."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014789","page":"https://plannerfees.com/planners/apprise-wealth-management-llc-288709/"},{"crd":327291,"name":"Apricity Financial Planning","city":"Whitehouse","state":"OH","fees":{"flat":[3000,8000]},"sourceSentences":{"flat":"Fixed fee rates range from $3000 - $8000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030729","page":"https://plannerfees.com/planners/apricity-financial-planning-327291/"},{"crd":127333,"name":"Aprio Wealth Management, LLC","city":"Atlanta","state":"GA","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"There is no fee for termination. 2 For plans with assets less than $250,000 Aprio WM charges an annual fee of $2,500."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050000","page":"https://plannerfees.com/planners/aprio-wealth-management-llc-127333/"},{"crd":153504,"name":"Aps Investment Management Group","city":"Jackson","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our fees are generally $250/hour, which may be negotiable in certain circumstances."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014571","page":"https://plannerfees.com/planners/aps-investment-management-group-153504/"},{"crd":151887,"name":"Aqua Capital Advisors","city":"Los Angeles","state":"CA","fees":{"flat":[5000,10000]},"sourceSentences":{"flat":"Aqua offers a fixed fee arrangement for financial planning that generally ranges from $5,000 to $10,000."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042086","page":"https://plannerfees.com/planners/aqua-capital-advisors-151887/"},{"crd":290083,"name":"Aquila Wealth Advisors","city":"San Luis Obispo","state":"CA","fees":{"flat":[0,36000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee of $0-$36,000 paid monthly, quarterly, or semiannually, in advance, based on the complexity and needs of the client."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045649","page":"https://plannerfees.com/planners/aquila-wealth-advisors-290083/"},{"crd":282953,"name":"Aquilant Advisors","city":"St. Louis","state":"MO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"An hourly fee of $250 per hour is charged by Aquilant Advisors for financial planning services under this arrangement."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054965","page":"https://plannerfees.com/planners/aquilant-advisors-282953/"},{"crd":114460,"name":"Aquinas Advisors, LLC","city":"Houston","state":"TX","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"Comprehensive Financial Plan: $5,000 fixed fee Investment/Financial Consulting: $250/hour Estate and Trust Distribution and Administration: $250/hour Litigation Consulting: case by case Strategic Negotiations:","hourly":"For investment and financial consulting, as well as trust and estate administration and distribution, the firm charges an hourly fee of $250."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011393","page":"https://plannerfees.com/planners/aquinas-advisors-llc-114460/"},{"crd":283511,"name":"Aquinas Capital Advisors LLC","city":"Blaine","state":"MN","fees":{"hourly":[125,125],"flat":[250,2000]},"sourceSentences":{"hourly":"If the Client cancels after five (5) business days, but before delivery or completion, Client is due a pro-rata refund based on the hours of work expended by ACA at a fee of $125 per hour.","flat":"Services are offered based on a flat fee between $250 and $2,000."},"brochureDate":"1/10/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=805286","page":"https://plannerfees.com/planners/aquinas-capital-advisors-llc-283511/"},{"crd":317462,"name":"Aragon Advisors","city":"Corona","state":"CA","fees":{"hourly":[250,250],"flat":[4000,10000]},"sourceSentences":{"hourly":"If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client - 4- Should the client terminate the advisory agreement with Aragon before the finalized financial plan is delivered, they will be entitled to a pro-rata refund of the fee paid, based on how many hours of work…","flat":"Services are offered based on a flat fee between $4,000 - $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037753","page":"https://plannerfees.com/planners/aragon-advisors-317462/"},{"crd":141562,"name":"Arbogast Financial Advisors, LLC","city":"Melbourne","state":"FL","fees":{"flat":[500,500],"quarterly":[750,750]},"sourceSentences":{"flat":"Such fee will be a fixed fee not to exceed $500.","quarterly":"This fee will be billed at the beginning of each calendar quarter ($750 per quarter) starting with the first calendar quarter after the anniversary of when the financial plan was completed."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=485211","page":"https://plannerfees.com/planners/arbogast-financial-advisors-llc-141562/"},{"crd":142270,"name":"Arbor Family Wealth Advisors, Inc.","city":"Lodi","state":"CA","fees":{"flat":[25000,50000],"annual":[25000,75000]},"sourceSentences":{"flat":"Fees for assessment services and projects generally range from $25,000 to $50,000.","annual":"Fees for ongoing consulting services generally range from $25,000 to $75,000 per year."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014548","page":"https://plannerfees.com/planners/arbor-family-wealth-advisors-inc-142270/"},{"crd":111077,"name":"Arbor Investment Advisors","city":"Winston Salem","state":"NC","fees":{"flat":[3000,7000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from a flat fee of $3,000 to $7,000, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032264","page":"https://plannerfees.com/planners/arbor-investment-advisors-111077/"},{"crd":169611,"name":"Arbor Trust Wealth Advisors, LLC","city":"Ann Arbor","state":"MI","fees":{"hourly":[200,400],"flat":[2500,5000]},"sourceSentences":{"hourly":"In limited instances where a Client does not engage the Advisor for investment management services, Arbor Trust offers stand-alone financial planning and consulting services on an hourly basis at rates ranging from $200 to $400 per hour or on a fixed fee basis ranging from $2,500 to $5,000.","flat":"In limited instances where a Client does not engage the Advisor for investment management services, Arbor Trust offers stand-alone financial planning and consulting services on an hourly basis at rates ranging from $200 to $400 per hour or on a fixed fee basis ranging from $2,500 to $5,000."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049622","page":"https://plannerfees.com/planners/arbor-trust-wealth-advisors-llc-169611/"},{"crd":169570,"name":"Arbor Wealth Advisors LLC","city":"Troy","state":"MI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees for financial planning/consulting services are billed at an hourly rate of $300 per hour."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007736","page":"https://plannerfees.com/planners/arbor-wealth-advisors-llc-169570/"},{"crd":168774,"name":"Arbor Wealth Management, LLC","city":"Tempe","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AWM charges an hourly rate of $250 for the client’s initial financial plan."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018855","page":"https://plannerfees.com/planners/arbor-wealth-management-llc-168774/"},{"crd":329935,"name":"Arc Element Wealth Design","city":"Papillion","state":"NE","fees":{"hourly":[300,300],"flat":[3300,3300]},"sourceSentences":{"flat":"The fixed fee charged for financial planning is generally $3,300, The amount of the fixed fee for your engagement is specified in your financial planning agreement with ESH Holdings.","hourly":"Our primary offering is for holistic financial planning though if a prospective client is only interested in solving for one specific problem such as education planning, we will offer a modular approach on an as needed basis at a rate of $300 per hour."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053175","page":"https://plannerfees.com/planners/arc-element-wealth-design-329935/"},{"crd":174765,"name":"Arca Wealth, LLC","city":"Portsmouth","state":"NH","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"Hourly rates range from $200 – $300, depending upon the professional rendering the service."},"brochureDate":"7/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052423","page":"https://plannerfees.com/planners/arca-wealth-llc-174765/"},{"crd":285407,"name":"Arcadia Financial Partners, LLC","city":"Pickerington","state":"OH","fees":{"annual":[3500,3500]},"sourceSentences":{"annual":"However, if the engagement is expected to be long-term in nature, as in the case of divorce financial counseling, clients will pay a retainer fee of $3,500 at the onset of the engagement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037154","page":"https://plannerfees.com/planners/arcadia-financial-partners-llc-285407/"},{"crd":339734,"name":"Arcadia Private Wealth LLC","city":"Cardiff By The Sea","state":"CA","fees":{"annual":[18000,24000]},"sourceSentences":{"annual":"Our advisory fee is negotiable and ranges from a flat fee of $18,000 to $24,000 annually."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055281","page":"https://plannerfees.com/planners/arcadia-private-wealth-llc-339734/"},{"crd":312464,"name":"Arcadia Wealth LLC","city":"Phoenix","state":"AZ","fees":{"hourly":[350,750],"flat":[5000,25000]},"sourceSentences":{"hourly":"We do not charge an hourly fee; however, to calculate our Financial Planning and Consulting Fees, the total estimated fee, as well as the actual fee, is based upon an hourly rate range from $350 to $750, and adjusted relative to the scope and complexity of the engagement.","flat":"Our flat project-based fees range between $5,000 and $25,000, annually, based on the complexity of services."},"brochureDate":"1/3/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=934290","page":"https://plannerfees.com/planners/arcadia-wealth-llc-312464/"},{"crd":165504,"name":"Arcadia Wealth Management","city":"Smithtown","state":"NY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning services will be provided at an hourly rate of $250 per hour."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014998","page":"https://plannerfees.com/planners/arcadia-wealth-management-165504/"},{"crd":339355,"name":"Arcadian Associates, LLC","city":"Napa","state":"CA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"We charge $400 an hour."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047435","page":"https://plannerfees.com/planners/arcadian-associates-llc-339355/"},{"crd":335833,"name":"Arcanum Capital Management LLC","city":"Syosset","state":"NY","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Financial Consulting Services are offered based on a negotiable flat fee of no more than $5,000."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011798","page":"https://plannerfees.com/planners/arcanum-capital-management-llc-335833/"},{"crd":313006,"name":"Arcap Partners LLC","city":"Plainview","state":"NY","fees":{"flat":[2000,30000]},"sourceSentences":{"flat":"The fee for a financial plan typically ranges from $2,000 to $30,000."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050325","page":"https://plannerfees.com/planners/arcap-partners-llc-313006/"},{"crd":297773,"name":"Arch City Financial","city":"Grove City","state":"OH","fees":{"hourly":[175,350],"flat":[500,20000],"monthly":[200,800]},"sourceSentences":{"monthly":"Comprehensive Financial Planning Comprehensive Financial Planning is an ongoing service, and consists of an upfront charge of $500 - $10,000 based on complexity and needs of the client and an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $800 per month based on complexity and needs of the client.","flat":"The fixed fee can range between $500.00 and $20,000.00 based on complexity and the needs of the client.","hourly":"Financial Planning fee is an hourly rate between $175.00 and $350.00 per hour, depending on complexity."},"brochureDate":"5/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045332","page":"https://plannerfees.com/planners/arch-city-financial-297773/"},{"crd":166272,"name":"Arch Financial Advisors LLC","city":"Bethesda","state":"MD","fees":{"flat":[1500,8000],"annual":[2000,20000]},"sourceSentences":{"annual":"Open Retainer Range of Open Retainer Fees: $2,500 - $20,000 Renewal Years of Open Retainer: $2,000 - $15,000 Fees are calculated based on the client(s) total income, assets, and overall complexity of their financial situation and paid in quarterly installments.","flat":"The cost for a Project Retainer ranges from $1,500 - $8,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=832192","page":"https://plannerfees.com/planners/arch-financial-advisors-llc-166272/"},{"crd":297397,"name":"Arch Global Advisors, LLC","city":"New York","state":"NY","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"When providing estate planning services as described in Item 4, fees will be charged, in advance, at the Advisor’s fixed rate of $1,500 per engagement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035635","page":"https://plannerfees.com/planners/arch-global-advisors-llc-297397/"},{"crd":123735,"name":"Arch Partners Wealth Management, Inc.","city":"Watkinsville","state":"GA","fees":{"hourly":[100,100],"flat":[250,1000]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, $100 per hour.","flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from 6 $250 to $1,000, depending on the specific arrangement reached with the client."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001457","page":"https://plannerfees.com/planners/arch-partners-wealth-management-inc-123735/"},{"crd":172087,"name":"Archvest Wealth Advisors, Inc.","city":"Concord","state":"CA","fees":{"hourly":[550,550],"annual":[2000,2000]},"sourceSentences":{"hourly":"These fees are negotiable, but generally are provided for $550 per hour.","annual":"The annual fee will be $2,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021511","page":"https://plannerfees.com/planners/archvest-wealth-advisors-inc-172087/"},{"crd":340567,"name":"Arcpoint Financial Advisors","city":"Roseville","state":"CA","fees":{"hourly":[400,400],"flat":[500,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $400 per hour.","flat":"Services are offered based on a flat fee between $500 and $10,000."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056547","page":"https://plannerfees.com/planners/arcpoint-financial-advisors-340567/"},{"crd":189512,"name":"Arcwood Financial, LLC","city":"Phoenix","state":"AZ","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is $1,000."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050005","page":"https://plannerfees.com/planners/arcwood-financial-llc-189512/"},{"crd":318653,"name":"Ard Advisory Services, LLC","city":"Dublin","state":"OH","fees":{"hourly":[180,286],"flat":[500,3000],"monthly":[85,250]},"sourceSentences":{"hourly":"The fees will not exceed any limit imposed by any regulatory agency. 5 Financial Planning Fees Impact Planning Hourly Fees The hourly fee for these services is between $180 and $286.","flat":"The fixed rate for one-time financial planning for individuals is between $500 and $3,000.","monthly":"The fixed rate for the Impact Planning subscription is $85-$250 per month."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018497","page":"https://plannerfees.com/planners/ard-advisory-services-llc-318653/"},{"crd":325639,"name":"Arden Wealth Management","city":"Danville","state":"CA","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 4 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $200 and $2,000."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047600","page":"https://plannerfees.com/planners/arden-wealth-management-325639/"},{"crd":332593,"name":"Ardent Wealth Management","city":"Scottsdale","state":"AZ","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"The FP Fee is either (1) a fixed monthly fee generally ranging up to $500 or subject to custom pricing for certain Clients (based on the complexity of the client’s holdings) – all work related to these fees will be completed within 30 days prior to the next monthly charge for ongoing services or (2) a one-time fee…"},"brochureDate":"11/7/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=929983","page":"https://plannerfees.com/planners/ardent-wealth-management-332593/"},{"crd":304955,"name":"Arena Advisors LLC","city":"San Jose","state":"CA","fees":{"flat":[250,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $5,000."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045694","page":"https://plannerfees.com/planners/arena-advisors-llc-304955/"},{"crd":332302,"name":"Arena Private Wealth","city":"Chicago","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The fees for this service are $250 per hour and is payable in arrears and are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053471","page":"https://plannerfees.com/planners/arena-private-wealth-332302/"},{"crd":331123,"name":"Arena Wealth Advisors LLC","city":"Jeffersonville","state":"IN","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"AND CONSULTING AWA charges an hourly fee of $300 per hour based on complexity and unique Client needs for financial planning."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005884","page":"https://plannerfees.com/planners/arena-wealth-advisors-llc-331123/"},{"crd":282852,"name":"Ares Financial Consulting LLC","city":"Calabasas","state":"CA","fees":{"hourly":[500,500],"quarterly":[25,250]},"sourceSentences":{"hourly":"The hourly rate is generally $500 per hour, billed monthly for services performed in the prior month.","quarterly":"There are generally two components: a base fee starting at $250 per quarter (higher if the plan requires extensive administrative support, calculated at the firm’s hourly rate) and a participant fee starting at $25 per quarter (which may be reduced where less in-person service is needed, such as web-based…"},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055124","page":"https://plannerfees.com/planners/ares-financial-consulting-llc-282852/"},{"crd":299636,"name":"Arete Advisors","city":"Houston","state":"TX","fees":{"hourly":[100,100],"flat":[5000,30000]},"sourceSentences":{"hourly":"Financial Planning and Consulting and Financial/Business Consulting are offered based on an hourly fee of $100 to 500 per hour.","flat":"Senior Advisor, $500/hour Managing Director, $300/hour Analyst, $150/hour - 7- FIXED FEES Financial Planning and Consulting and Financial/Business Consulting are offered based on a flat fee between $5,000 and $30,000."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054093","page":"https://plannerfees.com/planners/arete-advisors-299636/"},{"crd":314310,"name":"Arete Financial Solutions, LLC","city":"Goodyear","state":"AZ","fees":{"flat":[250,4500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $4,500."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021527","page":"https://plannerfees.com/planners/arete-financial-solutions-llc-314310/"},{"crd":112028,"name":"Argent Advisors, Inc.","city":"Ruston","state":"LA","fees":{"hourly":[150,150],"flat":[1000,5000]},"sourceSentences":{"hourly":"These additional services may affect the rates listed in the basic fee schedule above or may be billed at a rate of $150 per hour.","flat":"Registrant’s planning and consulting fees are negotiable, but are generally $150 on an hourly rate basis or between $1,000 and $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055434","page":"https://plannerfees.com/planners/argent-advisors-inc-112028/"},{"crd":334041,"name":"Argo Wealth Advisory, LLC","city":"Mclean","state":"VA","fees":{"flat":[500,50000]},"sourceSentences":{"flat":"The Advisor also offers standalone financial planning for a fixed engagement fee ranging from $500 to $50,000 per engagement."},"brochureDate":"12/8/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997997","page":"https://plannerfees.com/planners/argo-wealth-advisory-llc-334041/"},{"crd":316736,"name":"Argonautica Private Wealth Management, Inc","city":"Wellesley","state":"MA","fees":{"flat":[5000,5000],"annual":[10000,10000]},"sourceSentences":{"flat":"The minimum fee required for financial planning services is $5,000 and can range up to $15,000 annually.","annual":"The minimum fee for consulting services is $10,000 annually."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039783","page":"https://plannerfees.com/planners/argonautica-private-wealth-management-inc-316736/"},{"crd":168994,"name":"Argus Wealth Management","city":"Austin","state":"TX","fees":{"hourly":[250,250],"flat":[2500,5000]},"sourceSentences":{"hourly":"Our fee is typically $250 per hour for these types of engagements.","flat":"The fixed fee for financial planning services generally ranges from $2,500 to $5,000 and will be negotiated on a case-by-case basis."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021894","page":"https://plannerfees.com/planners/argus-wealth-management-168994/"},{"crd":288450,"name":"Aria Wealth 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requested."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015682","page":"https://plannerfees.com/planners/aria-wealth-partners-334270/"},{"crd":301218,"name":"Aries Financial Navigators, Inc.","city":"Lititz","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Project-Based Financial Planning Project-Based Financial Planning is available at an hourly rate of $250 per hour, depending on complexity."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013389","page":"https://plannerfees.com/planners/aries-financial-navigators-inc-301218/"},{"crd":333704,"name":"Aries Investments, LLC","city":"Lakeland","state":"TN","fees":{"hourly":[150,300],"flat":[1500,5000]},"sourceSentences":{"flat":"Fees for Financial Planning Services Financial Planning Service Fee Amount Comprehensive Financial Plan: $1,500 - $5,000 Flat Fee Hourly Rate: $150 - $300 Per Hour The Company charges its fee amount for Comprehensive Financial Plans based on the complexity of the Client’s financial plan.","hourly":"Fees for Financial Planning Services Financial Planning Service Fee Amount Comprehensive Financial Plan: $1,500 - $5,000 Flat Fee Hourly Rate: $150 - $300 Per Hour The Company charges its fee amount for Comprehensive Financial Plans based on the complexity of the Client’s financial plan."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999903","page":"https://plannerfees.com/planners/aries-investments-llc-333704/"},{"crd":330140,"name":"Arimathea","city":"Fort Bragg","state":"CA","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028969","page":"https://plannerfees.com/planners/arimathea-330140/"},{"crd":151491,"name":"Arin Risk Advisors LLC","city":"Conshohocken","state":"PA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"We may charge an asset-based fee of up to 1.50% per year of the assets under advisement, a billable rate of $400 per hour, a fixed fee ranging from $500 to $20,000 per month, or some combination of these fee structures."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035722","page":"https://plannerfees.com/planners/arin-risk-advisors-llc-151491/"},{"crd":335361,"name":"Aris Alpha LLC","city":"Ashburn","state":"VA","fees":{"hourly":[250,300],"flat":[4000,4000]},"sourceSentences":{"flat":"For a fixed fee of $4,000, the adviser would charge $4,000 for a financial plan.","hourly":"The negotiated hourly fee for these services is between $250 and $300."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041938","page":"https://plannerfees.com/planners/aris-alpha-llc-335361/"},{"crd":285722,"name":"Arista Advisory Group, LLC","city":"Albany","state":"NY","fees":{"hourly":[150,295],"flat":[0,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $0 and $10,000.","hourly":"The negotiated hourly fee for these services is between $150 and $295."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055360","page":"https://plannerfees.com/planners/arista-advisory-group-llc-285722/"},{"crd":146255,"name":"Ariston Services Group, LLC","city":"San Diego","state":"CA","fees":{"hourly":[250,350],"flat":[500,25000]},"sourceSentences":{"flat":"The Firm’s financial planning and consulting fees are negotiable, but generally range from $500 to $25,000 on a fixed fee basis and/or from $250 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or consulting services.","hourly":"The Firm’s financial planning and consulting fees are negotiable, but generally range from $500 to $25,000 on a fixed fee basis and/or from $250 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or consulting services."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022186","page":"https://plannerfees.com/planners/ariston-services-group-llc-146255/"},{"crd":167456,"name":"Ark Advisors LLC","city":"Bloomington","state":"IL","fees":{"flat":[500,20000]},"sourceSentences":{"flat":"Financial planning services are offered on a fixed-fee basis, with fees ranging from $500 to $20,000."},"brochureDate":"1/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003796","page":"https://plannerfees.com/planners/ark-advisors-llc-167456/"},{"crd":133687,"name":"Ark Advisors, LLC","city":"Traverse City","state":"MI","fees":{"flat":[2000,2000],"quarterly":[1000,3000]},"sourceSentences":{"quarterly":"Renewal Retainer: $1,000 - $3,000 per quarter Fees are calculated annually based on client’s Net worth on the last day of each year and payable quarterly in advance.","flat":"The cost for a Second Opinion X-Ray is a flat fee of $2,000."},"brochureDate":"3/20/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=956160","page":"https://plannerfees.com/planners/ark-advisors-llc-133687/"},{"crd":310539,"name":"Ark Alliance Financial LLC","city":"Pearland","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly rate for financial planning is $300 per hour."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051623","page":"https://plannerfees.com/planners/ark-alliance-financial-llc-310539/"},{"crd":335145,"name":"Ark Financial Strategies LLC","city":"Richmond","state":"VA","fees":{"flat":[2000,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,000 and $10,000."},"brochureDate":"5/12/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=977696","page":"https://plannerfees.com/planners/ark-financial-strategies-llc-335145/"},{"crd":309396,"name":"Ark Wealth Advisors, LLC","city":"Yorba Linda","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017284","page":"https://plannerfees.com/planners/ark-wealth-advisors-llc-309396/"},{"crd":326568,"name":"Arka Financial Services L.L.C.","city":"Austin","state":"TX","fees":{"flat":[2000,2000],"annual":[750,750]},"sourceSentences":{"flat":"Financial Planning : $2000 b.","annual":"Extended support on Financial Plans : $750 per year c."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003883","page":"https://plannerfees.com/planners/arka-financial-services-l-l-c-326568/"},{"crd":159418,"name":"Arkell Asset Management, LLC","city":"Bozeman","state":"MT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The fee for hourly financial consulting, portfolio analysis, account reviews, or a financial plan is $250.00 per hour."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051861","page":"https://plannerfees.com/planners/arkell-asset-management-llc-159418/"},{"crd":293175,"name":"Arkfeld Wealth Strategies, L.L.C.","city":"Omaha","state":"NE","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"There is a minimum annual fee of $1,000 per plan."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043177","page":"https://plannerfees.com/planners/arkfeld-wealth-strategies-l-l-c-293175/"},{"crd":283288,"name":"Arlington Financial Advisors, LLC","city":"Santa Barbara","state":"CA","fees":{"hourly":[375,375],"flat":[4950,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $375.","flat":"Flat fees range from $4,950 to $10,000."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011953","page":"https://plannerfees.com/planners/arlington-financial-advisors-llc-283288/"},{"crd":292896,"name":"Arlington Investment Advisors","city":"Arlington","state":"MA","fees":{"hourly":[195,350]},"sourceSentences":{"hourly":"These fees are negotiable, but generally range from $195.00 to $350.00 on an hourly basis, or a flat fee based on the scope and 5 complexity of the services."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014720","page":"https://plannerfees.com/planners/arlington-investment-advisors-292896/"},{"crd":289946,"name":"Arlington Wealth Planning, LLC","city":"Arlington","state":"VA","fees":{"hourly":[289,289],"flat":[6128,10128]},"sourceSentences":{"hourly":"Advice $289 per hour, directly payable to AWP. 2.","flat":"Financial Plan $6,128 - $10,128 depending on the complexity of the plan, directly payable to AWP."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006956","page":"https://plannerfees.com/planners/arlington-wealth-planning-llc-289946/"},{"crd":150416,"name":"Armada Advisors","city":"Pensacola","state":"FL","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"For corporate retirement plan consulting, investment consulting, and general financial planning, Armada Advisors charges up to $400/hour (Wesley) and $175/hour (Trevor)."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009558","page":"https://plannerfees.com/planners/armada-advisors-150416/"},{"crd":134200,"name":"Armor Investment Advisors, LLC","city":"Raleigh","state":"NC","fees":{"hourly":[250,300],"flat":[2500,40000]},"sourceSentences":{"flat":"Our financial planning and consulting fees are negotiable, but generally range from $2,500 to $40,000 on a fixed fee basis and from $250 to $300 on an hourly rate basis, depending upon the scope of the services and the professional rendering the financial planning services.","hourly":"Our financial planning and consulting fees are negotiable, but generally range from $2,500 to $40,000 on a fixed fee basis and from $250 to $300 on an hourly rate basis, depending upon the scope of the services and the professional rendering the financial planning services."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042556","page":"https://plannerfees.com/planners/armor-investment-advisors-llc-134200/"},{"crd":330730,"name":"Armor Wealth Strategies, LLC","city":"Farmington Hills","state":"MI","fees":{"flat":[995,4995]},"sourceSentences":{"flat":"- 5- FINANCIAL PLANNING AND CONSULTING AWS charges a fixed fee of $4,995 for Comprehensive Financial Plans and $995 per individualized consultation based on complexity and unique Client needs for financial planning."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012401","page":"https://plannerfees.com/planners/armor-wealth-strategies-llc-330730/"},{"crd":122918,"name":"Armstrong & Associates, Inc.","city":"Ottawa","state":"IL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services rendered after the initial consultation will be based on an hourly rate of $150.00 billed directly to each client."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024484","page":"https://plannerfees.com/planners/armstrong-associates-inc-122918/"},{"crd":318662,"name":"Armstrong Advisory Group Inc.","city":"Needham","state":"MA","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"AAG charges fixed fees for financial planning services starting at $5,000 per year."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051328","page":"https://plannerfees.com/planners/armstrong-advisory-group-inc-318662/"},{"crd":283698,"name":"Arnold and Mote Wealth Management","city":"Hiawatha","state":"IA","fees":{"hourly":[300,300],"flat":[12000,12000]},"sourceSentences":{"flat":"Our flat fee for Wealth Management services ranges between $12,000 (for individuals) and $13,600 (for couples) per year but may be more or less depending on the complexity of the client’s situation.","hourly":"Our hourly rate is $300."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048396","page":"https://plannerfees.com/planners/arnold-and-mote-wealth-management-283698/"},{"crd":108026,"name":"Arnold Weitz & Co","city":"Elkhorn","state":"NE","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"These values are based on an hourly fee of $150 per hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010907","page":"https://plannerfees.com/planners/arnold-weitz-co-108026/"},{"crd":321819,"name":"Arrien Investments, Inc.","city":"Boise","state":"ID","fees":{"hourly":[100,275]},"sourceSentences":{"hourly":"We typically charge hourly fees for financial planning and consulting services ranging from $100 – $275 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012566","page":"https://plannerfees.com/planners/arrien-investments-inc-321819/"},{"crd":167976,"name":"Arrivity Financial Planning","city":"Seattle","state":"WA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"The rate is $400 per hour, billed in 15-minute increments, and a partial increment will be treated as a whole increment."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056864","page":"https://plannerfees.com/planners/arrivity-financial-planning-167976/"},{"crd":318519,"name":"Arrow Alliance","city":"Franklin","state":"TN","fees":{"flat":[2500,2500],"monthly":[500,25000]},"sourceSentences":{"flat":"The fees for this arrangement are discretionary based on scope and complexity of services with a minimum project fee of $2,500 or ongoing fees to range from $500 to $25,000 per month.","monthly":"The fees for this arrangement are discretionary based on scope and complexity of services with a minimum project fee of $2,500 or ongoing fees to range from $500 to $25,000 per month."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056931","page":"https://plannerfees.com/planners/arrow-alliance-318519/"},{"crd":299972,"name":"Arrow Investment Management LLC","city":"Oklahoma City","state":"OK","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee for these services is $150, which may be waived at AIML’s discretion."},"brochureDate":"1/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999843","page":"https://plannerfees.com/planners/arrow-investment-management-llc-299972/"},{"crd":290853,"name":"Arrow Wealth Advisors","city":"Lynchburg","state":"VA","fees":{"hourly":[225,225],"flat":[1250,8000]},"sourceSentences":{"flat":"- 3- FIXED FEES Financial Planning Services are offered based on a flat fee between $1,250 and $8,000.","hourly":"Services are also offered based on an hourly rate of $225 per hour."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056431","page":"https://plannerfees.com/planners/arrow-wealth-advisors-290853/"},{"crd":172147,"name":"Arrowstone Wealth, LLC","city":"Malaga","state":"WA","fees":{"hourly":[300,300],"flat":[2000,2000]},"sourceSentences":{"hourly":"Our hourly rate is $300, and our total engagement fee typically ranges from $5,000 to $10,000.","flat":"Plans with less than $500,000 will be charged a flat fee of $2,000."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054255","page":"https://plannerfees.com/planners/arrowstone-wealth-llc-172147/"},{"crd":319184,"name":"Artemis Wealth Advisors","city":"Flemington","state":"NJ","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000 depending on the complexity."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017701","page":"https://plannerfees.com/planners/artemis-wealth-advisors-319184/"},{"crd":318709,"name":"Artham Advisors","city":"Dallas","state":"TX","fees":{"hourly":[350,350],"flat":[500,2500],"quarterly":[500,5000]},"sourceSentences":{"flat":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 7 Financial Planning Service Fees Ongoing Financial 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client."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017029","page":"https://plannerfees.com/planners/artica-financial-services-llc-314987/"},{"crd":281588,"name":"Artifex Advisory Group, Inc.","city":"Cary","state":"NC","fees":{"hourly":[200,200],"flat":[1000,5000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour.","flat":"Services are offered based on flat fees between $1,000 and $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=905134","page":"https://plannerfees.com/planners/artifex-advisory-group-inc-281588/"},{"crd":140643,"name":"Artifex Financial Group, LLC","city":"Oakwood","state":"OH","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"The fee for Project-Based Services is a fixed fee equal to $2,500 for each 90-day 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offered on a fixed fee basis, and ranges from $2,500-$10,000, also depending on the complexity and the needs of the Client.","hourly":"At the firm’s discretion, limited hourly financial planning engagements are offered at the rate of $250 per hour in 15 minute increments."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047448","page":"https://plannerfees.com/planners/artisan-financial-planning-317165/"},{"crd":342327,"name":"Artizan Wealth","city":"Fresno","state":"CA","fees":{"hourly":[200,500],"flat":[1500,50000],"monthly":[250,25000]},"sourceSentences":{"monthly":"With subscription-based pricing the client agrees to pay a monthly rate ranging from $250 to $25,000.","flat":"Fixed fee rates range between $1,500 to $50,000.","hourly":"Our hourly rate ranges between $200 to $500."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058581","page":"https://plannerfees.com/planners/artizan-wealth-342327/"},{"crd":330020,"name":"Artstone Private Wealth","city":"Lehi","state":"UT","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our hourly rate is $200."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022974","page":"https://plannerfees.com/planners/artstone-private-wealth-330020/"},{"crd":342832,"name":"Arx Strategic Wealth","city":"Orlando","state":"FL","fees":{"flat":[2500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $5,000."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048152","page":"https://plannerfees.com/planners/arx-strategic-wealth-342832/"},{"crd":329772,"name":"As Investment Partners LLC","city":"Leander","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"ASIP charges an hourly fee of $250 for financial planning services."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049437","page":"https://plannerfees.com/planners/as-investment-partners-llc-329772/"},{"crd":325293,"name":"Asbury Capital","city":"West Chester","state":"PA","fees":{"hourly":[250,250],"flat":[500,1500]},"sourceSentences":{"flat":"Ongoing Financial Planning fees are paid quarterly in arrears, ranging from $500-$1,500.","hourly":"Our hourly rate is $250."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001500","page":"https://plannerfees.com/planners/asbury-capital-325293/"},{"crd":325357,"name":"Ascend Financial","city":"Scituate","state":"MA","fees":{"flat":[1200,7200],"monthly":[300,1000]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears at a rate of $300-$1000 per month.","flat":"Fixed fee rates range between $1200 and $7200."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020189","page":"https://plannerfees.com/planners/ascend-financial-325357/"},{"crd":113273,"name":"Ascend Financial Advisers, Inc","city":"Irvine","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Fees for financial planning consulting services and the preparation of written reports will be billed at the hourly rate of $350.00 per hour."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030638","page":"https://plannerfees.com/planners/ascend-financial-advisers-inc-113273/"},{"crd":307989,"name":"Ascend Investment Management, LLC","city":"Pleasant Grove","state":"UT","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059122","page":"https://plannerfees.com/planners/ascend-investment-management-llc-307989/"},{"crd":307667,"name":"Ascend Investment Partners","city":"Ogden","state":"UT","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"Fee will be agreed upon and may vary between $100 to $500 an hour depending upon the complexity of the services rendered."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016089","page":"https://plannerfees.com/planners/ascend-investment-partners-307667/"},{"crd":335269,"name":"Ascend Wealth Management","city":"Brunswick","state":"OH","fees":{"hourly":[375,375],"flat":[1000,1000]},"sourceSentences":{"hourly":"The fees for financial planning are based on the Adviser’s hourly rate ($375) and the scope, complexity and net worth of the client.","flat":"The minimum fee for a financial plan is $1000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027237","page":"https://plannerfees.com/planners/ascend-wealth-management-335269/"},{"crd":333076,"name":"Ascend Wealth Management LLC","city":"Eagle","state":"ID","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"AND CONSULTING AWM charges an hourly fee of $150."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004802","page":"https://plannerfees.com/planners/ascend-wealth-management-llc-333076/"},{"crd":284601,"name":"Ascendant Capital Research, LTD.","city":"Waxhaw","state":"NC","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"The hourly rates vary from $100 to $500 per hour."},"brochureDate":"2/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009068","page":"https://plannerfees.com/planners/ascendant-capital-research-ltd-284601/"},{"crd":148969,"name":"Ascendor Wealth, LLC","city":"Wilmington","state":"NC","fees":{"flat":[2000,2000],"quarterly":[500,500]},"sourceSentences":{"quarterly":"There is a minimum quarterly fee of $500.","flat":"The minimum fixed fee is generally $2,000, and the maximum fixed fee is generally up to $500,000."},"brochureDate":"7/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050740","page":"https://plannerfees.com/planners/ascendor-wealth-llc-148969/"},{"crd":109518,"name":"Ascension Capital Advisors, Inc.","city":"Houston","state":"TX","fees":{"flat":[250,2000]},"sourceSentences":{"flat":"These services are offered on a fixed fee basis which can range from $250 to $2,000 depending on the topic and time involved."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050212","page":"https://plannerfees.com/planners/ascension-capital-advisors-inc-109518/"},{"crd":338567,"name":"Ascension Legacy Partners, Inc.","city":"Bala Cynwyd","state":"PA","fees":{"hourly":[500,500],"annual":[12000,36000]},"sourceSentences":{"annual":"Clients may be charged a minimum annual fee of $12,000 - $36,000 based upon the complexity of their plan and overall planning requirements (see item 4 for a tiered breakdown of these services).","hourly":"$500 per Hour The hourly rate applies only when the Firm is engaged for limited-scope consulting, one-off planning analysis, second-opinion reviews, or project-based advisory work that does not require a full implementation plan or ongoing service relationship."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051138","page":"https://plannerfees.com/planners/ascension-legacy-partners-inc-338567/"},{"crd":153802,"name":"Ascension Wealth Advisors, LLC","city":"Mt. Pleasant","state":"SC","fees":{"hourly":[165,165],"flat":[2500,2500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $165 per hour.","flat":"Services are offered based on a negotiable flat fee of $2,500."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009712","page":"https://plannerfees.com/planners/ascension-wealth-advisors-llc-153802/"},{"crd":335353,"name":"Ascent Advisors","city":"Mankato","state":"MN","fees":{"hourly":[350,2000],"flat":[1500,100000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $100,000. 6 Hourly Fees The negotiated hourly fee for these services is between $350 and $2,000.","hourly":"The negotiated fixed rate for creating client financial plans is between $1,500 and $100,000. 6 Hourly Fees The negotiated hourly fee for these services is between $350 and $2,000."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058995","page":"https://plannerfees.com/planners/ascent-advisors-335353/"},{"crd":316080,"name":"Ascent Fintech LLC","city":"Carol Stream","state":"IL","fees":{"hourly":[250,250],"flat":[3000,3000]},"sourceSentences":{"hourly":"PROJECT-BASED FINANCIAL PLANNING AND CONSULTING Ascent performs financial planning and consulting projects on an hourly fee basis of $250 per hour.","flat":"Fees for this service consist of a one-time setup fee not to exceed $3,000, due upon signing the engagement agreement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036337","page":"https://plannerfees.com/planners/ascent-fintech-llc-316080/"},{"crd":341797,"name":"Ascent Physician Wealth 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components."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=948937","page":"https://plannerfees.com/planners/ascent-wealth-management-305915/"},{"crd":325532,"name":"Ascent Wealth Management Group, LLC","city":"Coral Gables","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=853037","page":"https://plannerfees.com/planners/ascent-wealth-management-group-llc-325532/"},{"crd":322879,"name":"Ascentis Independent Advisors, LLC","city":"Dallas","state":"TX","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043140","page":"https://plannerfees.com/planners/ascentis-independent-advisors-llc-322879/"},{"crd":305999,"name":"Asendo Wealth Advisory","city":"Columbus","state":"OH","fees":{"hourly":[250,250],"flat":[2500,2500],"annual":[3000,3000]},"sourceSentences":{"annual":"Any clients who are new to the firm after January 1, 2023, are subject to the minimum financial planning fee of $3,000 annually unless they qualify for our “Planning Lite” engagement.","flat":"These fees are negotiable, with a fixed fee minimum of $2,500 and an hourly minimum of $250/hour, depending upon the scope and complexity of the services and the professional rendering the services.","hourly":"These fees are negotiable, with a fixed fee minimum of $2,500 and an hourly minimum of $250/hour, depending upon the scope and complexity of the services and the professional rendering the services."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059797","page":"https://plannerfees.com/planners/asendo-wealth-advisory-305999/"},{"crd":285593,"name":"Ashby Wealth Management, LLC","city":"Kensington","state":"CA","fees":{"hourly":[249,249],"monthly":[149,299]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $149 to $299 per month.","hourly":"Financial Planning will generally be offered on a hourly basis at a rate of $249 per hour."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039836","page":"https://plannerfees.com/planners/ashby-wealth-management-llc-285593/"},{"crd":173658,"name":"Ashcraft Wealth Advisors LLC","city":"Auburndale","state":"FL","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Fees for these consulting services may be billed on an hourly basis at rates ranging up to $200/hour or on a fixed fee basis ranging from $200 to $2,000."},"brochureDate":"11/6/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=847455","page":"https://plannerfees.com/planners/ashcraft-wealth-advisors-llc-173658/"},{"crd":341914,"name":"Asheri Grove Financial Planning","city":"Conway","state":"AR","fees":{"flat":[1500,3500],"monthly":[150,1250],"quarterly":[450,3750]},"sourceSentences":{"monthly":"Fees are paid monthly or quarterly in advance, ranging from $150 to $1,250 per month or $450 to $3,750 per quarter.","quarterly":"Fees are paid monthly or quarterly in advance, ranging from $150 to $1,250 per month or $450 to $3,750 per quarter.","flat":"Fixed fee rates range from $1,500 to $3,500."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049960","page":"https://plannerfees.com/planners/asheri-grove-financial-planning-341914/"},{"crd":319577,"name":"Ashland Advisors PLLC","city":"Van Meter","state":"IA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Firm fees are $250 per hour."},"brochureDate":"1/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003772","page":"https://plannerfees.com/planners/ashland-advisors-pllc-319577/"},{"crd":128811,"name":"Ashwood Advisors","city":"Medfield","state":"MA","fees":{"hourly":[500,500],"annual":[1687,6750]},"sourceSentences":{"hourly":"Compensation – Financial Planning /Consulting Financial Planning/Consulting fees will generally be charged on an hourly basis no more than $500 per hour.","annual":"Assets Under Management Quarterly fee Annual Fee $1,200,000 $1,687.50 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situation, the needs of the client, and the client’s request for annual on-going financial planning, the rate for creating client financial plans is between $1,000 and $15,000.","hourly":"The fee refunded will be the balance of the fees collected in advance minus the $100 hourly rate times the number of hours of work that has been completed up to and including the day of termination."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047527","page":"https://plannerfees.com/planners/aspen-creek-wealth-management-llc-160649/"},{"crd":116149,"name":"Aspen Financial Management, Inc.","city":"Cheney","state":"WA","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Fees for financial plans (Planning) and or consultations are charged at $125.00 per 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Inc."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022896","page":"https://plannerfees.com/planners/aspen-wealth-management-inc-116061/"},{"crd":159594,"name":"Aspen Wealth Management, LLC","city":"Fort Worth","state":"TX","fees":{"hourly":[300,300],"flat":[4500,4500]},"sourceSentences":{"hourly":"Our fee is $300 per hour with a minimum of $4500 for each plan.","flat":"Our fee is $300 per hour with a minimum of $4500 for each plan."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008671","page":"https://plannerfees.com/planners/aspen-wealth-management-llc-159594/"},{"crd":118324,"name":"Aspen Wealth Planners LLC","city":"Broken Arrow","state":"OK","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Hourly Agreement: $250 per hour (2 hour minimum) AWP is a fee-only financial advisory 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Comprehensive financial plans are offered for a flat fee of $2,400.","hourly":"Typically comprehensive financial plans take approximately 24 hours to complete, this rate is based on the firm’s disclosed hourly rate of $100 per hour."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002472","page":"https://plannerfees.com/planners/aspired-wealth-330891/"},{"crd":107212,"name":"Aspyre Wealth Partners","city":"Overland Park","state":"KS","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"These fees are negotiable but generally range from $150 to $500 on an hourly rate basis."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051661","page":"https://plannerfees.com/planners/aspyre-wealth-partners-107212/"},{"crd":108834,"name":"Assembly Wealth","city":"Mill 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circumstances).","hourly":"Staff’s professional time is billed out at a rate of $50.00 per hour."},"brochureDate":"2/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010882","page":"https://plannerfees.com/planners/asset-advisory-group-inc-106618/"},{"crd":174206,"name":"Asset Architects, LLC","city":"Northville","state":"MI","fees":{"flat":[500,2000]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee between $500 and $2,000 based on complexity and unique client needs."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003833","page":"https://plannerfees.com/planners/asset-architects-llc-174206/"},{"crd":291448,"name":"Asset Guidance Group, LLC","city":"Roswell","state":"GA","fees":{"flat":[100,3600],"monthly":[260,560]},"sourceSentences":{"flat":"Method of Compensation and Fee Schedule Financial Planning Financial planning services are offered on a flat-fee basis ranging from $100 to $3,600.","monthly":"Essential — $260/month Family Retirement — $315/month Entrepreneur — $560/month Because financial analysis, investment planning, and retirement planning are front-loaded and because the monthly subscription rates are relatively low, all monthly subscription fees are earned upon receipt for the complete twelve-month…"},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056109","page":"https://plannerfees.com/planners/asset-guidance-group-llc-291448/"},{"crd":142929,"name":"Asset Lift Wealth Management, LLC","city":"Cypress","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial plans are provided at an hourly rate not to exceed $250 per 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Planning Ongoing Financial Planning consists of an upfront charge of $250-$4,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $149-$1000 per month.","hourly":"Financial Planning engagements are offered at an hourly rate of $300 per hour, with a two hour minimum engagement."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031386","page":"https://plannerfees.com/planners/assist-fp-312108/"},{"crd":133356,"name":"Associated Investor Services, Inc.","city":"Ft. 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Woodlands","state":"TX","fees":{"flat":[1500,2500]},"sourceSentences":{"flat":"AND CONSULTING AWM charges a fixed fee between $1,500 to $2,500 for financial planning."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043031","page":"https://plannerfees.com/planners/assurance-wealth-management-299459/"},{"crd":137405,"name":"Asti Financial Management","city":"Novato","state":"CA","fees":{"hourly":[500,500],"flat":[2500,2500]},"sourceSentences":{"flat":"Effective June 1, 2026, Asti Financial Management introduced a fixed-fee financial planning package for new Clients priced at $2,500.","hourly":"For eligible hourly financial planning engagements [available only to existing or returning Clients], Asti Financial Management charges $500 per 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rate."},"brochureDate":"3/31/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=861803","page":"https://plannerfees.com/planners/astra-investment-advisers-327956/"},{"crd":326006,"name":"Astra Wealth Management Group","city":"Plano","state":"TX","fees":{"hourly":[750,750]},"sourceSentences":{"hourly":"Astra Wealth Management offers financial planning services at an hourly rate that will not exceed $750 per hour."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048517","page":"https://plannerfees.com/planners/astra-wealth-management-group-326006/"},{"crd":334609,"name":"Astra Wealth Management LLC","city":"Escondido","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our hourly rate is $500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023645","page":"https://plannerfees.com/planners/astra-wealth-management-llc-334609/"},{"crd":321136,"name":"Astra Wealth Partners","city":"Jersey City","state":"NJ","fees":{"annual":[7200,7200]},"sourceSentences":{"annual":"Our asset-based fees are calculated based on the value of the client’s investments on the last market date of the respective quarter and are payable quarterly in arrears, subject to a minimum annual fee based on complexity starting at $7,200."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025495","page":"https://plannerfees.com/planners/astra-wealth-partners-321136/"},{"crd":342778,"name":"Astraea Wealth Management","city":"Byron Center","state":"MI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"For hourly fee engagements, we typically charge an hourly rate of $300."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059955","page":"https://plannerfees.com/planners/astraea-wealth-management-342778/"},{"crd":306496,"name":"Astute Financial, LLC","city":"Rapid City","state":"SD","fees":{"flat":[500,10000],"quarterly":[300,1500]},"sourceSentences":{"flat":"Certain clients of Astute Financial may migrate to KFG, LLC if in their best interest. 5 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 - $10,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $300 - $1,500 per quarter.","quarterly":"Certain clients of Astute Financial may migrate to KFG, LLC if in their best interest. 5 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 - $10,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $300 - $1,500 per quarter."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021743","page":"https://plannerfees.com/planners/astute-financial-llc-306496/"},{"crd":157549,"name":"Asymmetric Advantage Capital Management, LLC","city":"Bellevue","state":"WA","fees":{"hourly":[300,300],"flat":[300,5000]},"sourceSentences":{"flat":"Form ADV 2A Version: 02/05/2026 5 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the project amount for creating client financial plans is between $300 and $5,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007229","page":"https://plannerfees.com/planners/asymmetric-advantage-capital-management-llc-157549/"},{"crd":118829,"name":"Ata Management Strategies Inc","city":"Whitehall","state":"PA","fees":{"hourly":[85,325]},"sourceSentences":{"hourly":"Fees range from $85/hour to $325/hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016446","page":"https://plannerfees.com/planners/ata-management-strategies-inc-118829/"},{"crd":174214,"name":"Ataraxia Advisory Services, LLC","city":"Radford","state":"VA","fees":{"hourly":[180,180],"flat":[2500,9500],"annual":[10000,60000]},"sourceSentences":{"annual":"Clients may elect to pay an annual flat fee between $10,000 and $60,000 instead of an asset-based percentage for Portfolio Management.","flat":"The fixed rate for creating client financial plans is between $2,500 and $9,500.","hourly":"The hourly fee for these services is $180."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=910998","page":"https://plannerfees.com/planners/ataraxia-advisory-services-llc-174214/"},{"crd":323731,"name":"Ataroke Wealth","city":"Mckinney","state":"TX","fees":{"hourly":[300,300],"flat":[250,20000],"monthly":[100,2000]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears at a rate of $100 - $2,000 per month.","flat":"Fixed fee rates range between $250 and $20,000.","hourly":"We may also offer this service at an hourly rate of $300, with a one hour minimum."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028120","page":"https://plannerfees.com/planners/ataroke-wealth-323731/"},{"crd":150960,"name":"Athena Advisor Services, LLC","city":"Lombard","state":"IL","fees":{"quarterly":[400,400]},"sourceSentences":{"quarterly":"Ongoing financial planning services are available for $400 per quarter, paid in advance, with a commitment to four quarters (1 year) of collaboration."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029379","page":"https://plannerfees.com/planners/athena-advisor-services-llc-150960/"},{"crd":304017,"name":"Athena Wealth Management","city":"Murrieta","state":"CA","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Fees for these services are $275 per hour."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045322","page":"https://plannerfees.com/planners/athena-wealth-management-304017/"},{"crd":319373,"name":"Athena Wealth Management, LLC","city":"Reno","state":"NV","fees":{"hourly":[500,500],"flat":[1000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500/hr.","flat":"Flat fees range from $1,000 to $10,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021180","page":"https://plannerfees.com/planners/athena-wealth-management-llc-319373/"},{"crd":309353,"name":"Athens Impact Socially Responsible Investments","city":"Athens","state":"OH","fees":{"hourly":[1250,1250],"flat":[1500,1500]},"sourceSentences":{"hourly":"Ongoing Financial Coaching Ongoing Financial Coaching costs $1250 per hour.","flat":"Therefore, the upfront portion of the fee will not be paid more than 6 months in advance. 11 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,500 and a total cost of $$3,500."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039727","page":"https://plannerfees.com/planners/athens-impact-socially-responsible-investments-309353/"},{"crd":284993,"name":"Athletes Financial Advisers, LLC","city":"Westlake","state":"OH","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"A minimum annual fee of $5,000 is generally required."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023884","page":"https://plannerfees.com/planners/athletes-financial-advisers-llc-284993/"},{"crd":282924,"name":"Ati Wealth Partners, LLC","city":"Savannah","state":"GA","fees":{"hourly":[200,200],"flat":[1800,1800]},"sourceSentences":{"flat":"AND CONSULTING ATI Wealth Partners charges a fixed fee of $1,800 for comprehensive financial planning services.","hourly":"Should the client terminate the advisory agreement with ATI Wealth Partners before the finalized financial plan is delivered, ATI Wealth Partners will be entitled to a pro-rata fee, based on how many hours of work ATI Wealth Partners has done on the plan at a rate of $200/hr."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022378","page":"https://plannerfees.com/planners/ati-wealth-partners-llc-282924/"},{"crd":324287,"name":"Atk Financial Prosperity","city":"Oswego","state":"IL","fees":{"hourly":[200,200],"flat":[0,2000],"quarterly":[750,10000],"annual":[3000,3000]},"sourceSentences":{"flat":"A one-time onboarding fee, ranging from $0 to $2,000, is due upon signing the agreement.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $0 - $2,000 (the “Initial Financial Planning Fee”) and an ongoing fee (the “Ongoing Financial Planning Fee”) that is paid month or quarterly, in arrears, at the rate that generally ranges from $750 -…","annual":"The Financial Planning Fee is subject to a minimum annual fee of $3,000 paid monthly in arrears.","hourly":"Based Advice Hourly based advice is offered at a rate of $200 an hour, charged in 15-minute increments."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027346","page":"https://plannerfees.com/planners/atk-financial-prosperity-324287/"},{"crd":125190,"name":"Atlanta Wealth Management, Inc.","city":"Atlanta","state":"GA","fees":{"hourly":[240,240]},"sourceSentences":{"hourly":"Other Financial Planning Projects Atlanta Wealth Management charges an hourly fee of $240 for its financial planning services other than Financial Goal Plans."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021398","page":"https://plannerfees.com/planners/atlanta-wealth-management-inc-125190/"},{"crd":159162,"name":"Atlantic Financial Planning LLC","city":"Annapolis","state":"MD","fees":{"hourly":[280,280]},"sourceSentences":{"hourly":"Our hourly rate is $280/hour."},"brochureDate":"6/26/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=982914","page":"https://plannerfees.com/planners/atlantic-financial-planning-llc-159162/"},{"crd":133178,"name":"Atlantic Planning Group, LLC","city":"Waltham","state":"MA","fees":{"hourly":[500,500],"flat":[1000,20000]},"sourceSentences":{"hourly":"While fees vary based on the complexity of the plan or project and the range of services we are retained to provide, our typical hourly rate is $500 per hour and our typical fixed fees range from $1,000 to $20,000 per advisory engagement.","flat":"While fees vary based on the complexity of the plan or project and the range of services we are retained to provide, our typical hourly rate is $500 per hour and our typical fixed fees range from $1,000 to $20,000 per advisory engagement."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053354","page":"https://plannerfees.com/planners/atlantic-planning-group-llc-133178/"},{"crd":169956,"name":"Atlantis Wealth Advisors LLC","city":"Maumee","state":"OH","fees":{"hourly":[125,350],"flat":[0,15000],"annual":[500,4000]},"sourceSentences":{"hourly":"Our hourly charge is between $125 and $350 per hour.","flat":"Fixed fees will be between $0 and $15,000.","annual":"Fixed fees will be between $500 and $4,000 per annum."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024664","page":"https://plannerfees.com/planners/atlantis-wealth-advisors-llc-169956/"},{"crd":316980,"name":"Atlas Capital Advisory LLC","city":"Delray Beach","state":"FL","fees":{"hourly":[150,150],"flat":[500,5000],"monthly":[100,1000],"quarterly":[300,3000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing fee that is paid monthly or quarterly, in advance, at the rate of $100-$1,000 per month or $300-$3,000 per quarter.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing fee that is paid monthly or quarterly, in advance, at the rate of $100-$1,000 per month or $300-$3,000 per quarter.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing fee that is paid monthly or quarterly, in advance, at the rate of $100-$1,000 per month or $300-$3,000 per quarter.","hourly":"Financial Planning engagements are offered at an hourly rate of $150 per hour."},"brochureDate":"1/12/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=758408","page":"https://plannerfees.com/planners/atlas-capital-advisory-llc-316980/"},{"crd":324861,"name":"Atlas Investment Advisors","city":"Alpharetta","state":"GA","fees":{"hourly":[275,275],"flat":[3800,5000]},"sourceSentences":{"flat":"Fixed fees typically range from $3,800 to $5,000, based on an estimate of the number of hours required to complete the plan.","hourly":"In the event you decide to terminate the Financial Planning Agreement early, you will be responsible for payment of our services provided prior to termination, based on an hourly rate of $275 multiplied by the hours worked prior to termination."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008183","page":"https://plannerfees.com/planners/atlas-investment-advisors-324861/"},{"crd":284935,"name":"Atlas Investment Advisory LLC","city":"Canton","state":"GA","fees":{"hourly":[100,300],"flat":[100,1000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $100 and $1,000.","hourly":"The negotiated hourly fee for these services is between $100 and $300."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018000","page":"https://plannerfees.com/planners/atlas-investment-advisory-llc-284935/"},{"crd":305278,"name":"Atlas Lifestyle Planning Group LLC","city":"Colorado Springs","state":"CO","fees":{"hourly":[250,250],"flat":[250,3500]},"sourceSentences":{"hourly":"Services are offered based on a non-negotiable hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $250 and $3,500."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057926","page":"https://plannerfees.com/planners/atlas-lifestyle-planning-group-llc-305278/"},{"crd":169648,"name":"Atlas Peak Advisors, Inc.","city":"Incline Village","state":"NV","fees":{"hourly":[350,350],"flat":[1500,4500],"annual":[1500,4500]},"sourceSentences":{"hourly":"An hourly rate of $350.00.","flat":"The fixed fee can range between $1,500.00 and $4,500.00.","annual":"The annual fee can range between $1,500.00 and $4,500.00."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007163","page":"https://plannerfees.com/planners/atlas-peak-advisors-inc-169648/"},{"crd":283744,"name":"Atlas Private Wealth Advisors","city":"Red Bank","state":"NJ","fees":{"flat":[500,15000]},"sourceSentences":{"flat":"Financial planning fees are generally payable by check to Atlas PWA, Inc. based on a fixed fee range from $500 to $15,000 depending on the particular complexities involved."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025679","page":"https://plannerfees.com/planners/atlas-private-wealth-advisors-283744/"},{"crd":331239,"name":"Atlas Wealth Management","city":"South Euclid","state":"OH","fees":{"flat":[5000,15000]},"sourceSentences":{"flat":"Atlas Wealth Management Page 6 Financial Planning Service Fixed Fees Atlas Wealth Management will charge a fixed fee for standalone financial planning services in the range of $5,000 to $15,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008734","page":"https://plannerfees.com/planners/atlas-wealth-management-331239/"},{"crd":160433,"name":"Atlas Wealth Management, LLC","city":"Cave Creek","state":"AZ","fees":{"flat":[2500,4500]},"sourceSentences":{"flat":"A fixed-fee could be worked out and depending on the complexity and work needed for a comprehensive plan, this fee could range between $2,500 - $4,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033777","page":"https://plannerfees.com/planners/atlas-wealth-management-llc-160433/"},{"crd":284036,"name":"Atlatl Advisers","city":"Madison","state":"WI","fees":{"hourly":[500,500],"flat":[2500,2500]},"sourceSentences":{"flat":"For fixed fee arrangements, our minimum fee is $2,500.","hourly":"For hourly fee arrangements, our rate is $500 per hour, billed in half-hour increments."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024386","page":"https://plannerfees.com/planners/atlatl-advisers-284036/"},{"crd":313965,"name":"Atomic Planning LLC","city":"Gardner","state":"KS","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Limited-Scope (Hourly) Financial Planning Atomic Planning provides limited-scope financial planning services at the rate of $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038130","page":"https://plannerfees.com/planners/atomic-planning-llc-313965/"},{"crd":137705,"name":"Ats Wealth Management","city":"San Diego","state":"CA","fees":{"hourly":[250,450],"flat":[500,500]},"sourceSentences":{"flat":"Generally, the Firm’s minimum fixed fee is $500, however the Firm may choose to waive or alter this fee based on the scope and complexity of the requested services, as stipulated in the client agreement.","hourly":"Under certain circumstances, ATSWM may offer financial planning services for an hourly rate negotiated with each client, but which typically is between $250-$450 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011579","page":"https://plannerfees.com/planners/ats-wealth-management-137705/"},{"crd":281206,"name":"Attainable Wealth","city":"Jacksonville","state":"FL","fees":{"hourly":[300,300],"flat":[3600,8000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning costs $3,600 to $8,000, billed in monthly installments over six months, with the first payment due when the contract is signed.","hourly":"In the event of early termination, the client will be billed for the hours worked applicable to the upfront fee at a rate of $300.00 per hour."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010655","page":"https://plannerfees.com/planners/attainable-wealth-281206/"},{"crd":315478,"name":"Attentive Investments, LLC","city":"Stockton","state":"CA","fees":{"hourly":[102,102]},"sourceSentences":{"hourly":"Certified Financial Planner Clerical Associate $250.00 per hour $102.50 per hour Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008598","page":"https://plannerfees.com/planners/attentive-investments-llc-315478/"},{"crd":296949,"name":"Atticus Wealth Management","city":"Palm Beach Gardens","state":"FL","fees":{"hourly":[500,500],"flat":[7500,30000]},"sourceSentences":{"flat":"AWM will charge a fixed fee that ranges from $7,500 to $30,000.00 for financial planning services.","hourly":"Alternatively, we can negotiate an hourly fee arrangement at our negotiable rate of $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036643","page":"https://plannerfees.com/planners/atticus-wealth-management-296949/"},{"crd":109195,"name":"Attivo Legacy Advisors, LLC","city":"Corona","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"In addition to the fee structure for investment advisory services, ALA charges $250 per hour for the following services for non-ALA clients:"},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039929","page":"https://plannerfees.com/planners/attivo-legacy-advisors-llc-109195/"},{"crd":318056,"name":"Attleboro Wealth Management LLC","city":"Yardley","state":"PA","fees":{"flat":[50000,50000]},"sourceSentences":{"flat":"Flat fees will not exceed $50,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013959","page":"https://plannerfees.com/planners/attleboro-wealth-management-llc-318056/"},{"crd":159395,"name":"Attune Financial Planning, LLC","city":"San Rafael","state":"CA","fees":{"flat":[3500,7500],"annual":[7500,7500]},"sourceSentences":{"flat":"The fee ranges from $3,500 to $7,500 depending on the complexity of the Client’s situation.","annual":"The minimum annual fee is $7,500 which is equivalent to $750,000 in AUM."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001919","page":"https://plannerfees.com/planners/attune-financial-planning-llc-159395/"},{"crd":343251,"name":"Attuned Wealth LLC","city":"New York","state":"NY","fees":{"annual":[6000,24000]},"sourceSentences":{"annual":"Attuned Wealth offers ongoing financial planning services at an annual rate ranging from $6,000 to $24,000 per year."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052693","page":"https://plannerfees.com/planners/attuned-wealth-llc-343251/"},{"crd":147972,"name":"Atwater Malick","city":"Lancaster","state":"PA","fees":{"flat":[500,500]},"sourceSentences":{"flat":"(C) Make available, upon Client request, to the Client, written documentation itemizing the fee and the amount of assets under management on which the fee was based. 11 Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for financial planning only services is $500."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000199","page":"https://plannerfees.com/planners/atwater-malick-147972/"},{"crd":172749,"name":"Atwater Wealth Management, Inc.","city":"Boston","state":"MA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Fixed fees range from $2,500.00 to $10,000.00."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018316","page":"https://plannerfees.com/planners/atwater-wealth-management-inc-172749/"},{"crd":172961,"name":"Atwob","city":"Katonah","state":"NY","fees":{"hourly":[200,200],"flat":[500,5000],"monthly":[75,75]},"sourceSentences":{"hourly":"AtwoB offers financial planning services on an hourly basis at $200 per hour or on a fixed fee basis ranging from $500 to $5,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.","flat":"AtwoB offers financial planning services on an hourly basis at $200 per hour or on a fixed fee basis ranging from $500 to $5,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.","monthly":"Clients who have engaged the Advisor for Investment management services may be charged a reduced fee, as low as $75 a month, at the discretion of the Advisor."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030758","page":"https://plannerfees.com/planners/atwob-172961/"},{"crd":340211,"name":"Auburn Skies Financial Advisors","city":"Fairfax","state":"VA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Ongoing Financial Planning ASFA collects an initial fee, no greater than $5,000."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014215","page":"https://plannerfees.com/planners/auburn-skies-financial-advisors-340211/"},{"crd":289489,"name":"Auctus Advisors LLC","city":"Charlotte","state":"NC","fees":{"flat":[5000,100000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $5,000 and $100,000."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054932","page":"https://plannerfees.com/planners/auctus-advisors-llc-289489/"},{"crd":160036,"name":"Auctus Wealth Management Inc.","city":"Philadelphia","state":"PA","fees":{"hourly":[150,150],"flat":[500,500]},"sourceSentences":{"hourly":"Base Fees for Financial Planning Services are billed at either $150 per hour with a minimum charge of $500 paid as a deposit to AWM, or a fixed fee negotiated between the Client and AWM, of which $500 will be paid as a deposit to AWM.","flat":"Base Fees for Financial Planning Services are billed at either $150 per hour with a minimum charge of $500 paid as a deposit to AWM, or a fixed fee negotiated between the Client and AWM, of which $500 will be paid as a deposit to AWM."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025690","page":"https://plannerfees.com/planners/auctus-wealth-management-inc-160036/"},{"crd":325559,"name":"Audible Wealth Management","city":"Silver Spring","state":"MD","fees":{"hourly":[500,500],"flat":[300,12000],"monthly":[100,500]},"sourceSentences":{"flat":"The negotiated fixed annual rate for creating client financial plans is between $300 and $12,000.","hourly":"Fees for financial planning will not exceed $500 per hour.","monthly":"The negotiated fixed fee for bill pay services is between $100 and $500 per month."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055182","page":"https://plannerfees.com/planners/audible-wealth-management-325559/"},{"crd":341437,"name":"Augeo Wealth Management","city":"Westwood","state":"MA","fees":{"flat":[1500,4000]},"sourceSentences":{"flat":"Engagement Type Fee Range Basic Financial Plan (single-focus) $1,500 – $2,500 Comprehensive Financial Plan $2,500 – $4,000 Complex/Multi-Goal Plan (business, estate, tax) $4,000 – $5,000 Fixed fees and any applicable hourly rate are determined before the engagement begins, disclosed in writing, and are not…"},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058753","page":"https://plannerfees.com/planners/augeo-wealth-management-341437/"},{"crd":317189,"name":"Augustus Wealth, LLC","city":"Long Beach","state":"CA","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015463","page":"https://plannerfees.com/planners/augustus-wealth-llc-317189/"},{"crd":323016,"name":"Aurelius Family Office, LLC","city":"Bedford","state":"NH","fees":{"flat":[2000,10000]},"sourceSentences":{"flat":"Fixed fees generally range from $2,000 to $10,000, depending upon the scope and complexity of the agreed-upon services."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052706","page":"https://plannerfees.com/planners/aurelius-family-office-llc-323016/"},{"crd":272027,"name":"Aureum Wealth Management, LLC","city":"North Palm Beach","state":"FL","fees":{"hourly":[100,400],"flat":[1500,1500]},"sourceSentences":{"flat":"- Item 5 Financial Planning Services Fees For stand-alone financial planning services, Aureum Wealth charges a negotiable fixed fee that starts at $1,500 for a simple plan with an estimated 10 hours of planning work.","hourly":"Financial plans that require additional work are billed at an hourly rate of $100 to $400."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012730","page":"https://plannerfees.com/planners/aureum-wealth-management-llc-272027/"},{"crd":314387,"name":"Aureus Capital","city":"Charlotte","state":"NC","fees":{"hourly":[150,150],"flat":[1000,10000],"annual":[1000,7500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour.","flat":"Services are offered based on a fee between $1,000 and $10,000.","annual":"ONGOING FEES Ongoing Fee Financial Planning Services are offered based on an annual fee ranging from $1,000 to $7,500."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006025","page":"https://plannerfees.com/planners/aureus-capital-314387/"},{"crd":336818,"name":"Auri","city":"Northlake","state":"TX","fees":{"monthly":[99,99]},"sourceSentences":{"monthly":"The current monthly membership fee is $99.99/month. ○​ Because this fee is fixed, the effective percentage cost will vary depending on the size of the client’s account."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023276","page":"https://plannerfees.com/planners/auri-336818/"},{"crd":339954,"name":"Auriex Wealth Advisors LLC","city":"New York","state":"NY","fees":{"flat":[1,2000],"monthly":[200,500]},"sourceSentences":{"flat":"Ongoing Financial Planning AWA collects an initial fee, ranging from $1 to $2,000.","monthly":"Fees are paid monthly in advance, ranging from $200 to $500 per month."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040628","page":"https://plannerfees.com/planners/auriex-wealth-advisors-llc-339954/"},{"crd":291658,"name":"Aurora Financial Planning & Investment Management LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[375,375],"flat":[2625,2625],"monthly":[99,850]},"sourceSentences":{"flat":"The fixed-fee starts at $2,625.00 (minimum 7 hours @ $375.00 per hour) and increases, based on complexity and needs of the client.","hourly":"The fixed-fee starts at $2,625.00 (minimum 7 hours @ $375.00 per hour) and increases, based on complexity and needs of the client.","monthly":"Comprehensive Financial Planning consists of an upfront charge set-up fee of $500 and an ongoing negotiated fee that is paid monthly, in advance, at the rate of $99.00-$850.00 per month."},"brochureDate":"4/10/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=909875","page":"https://plannerfees.com/planners/aurora-financial-planning-investment-management-llc-291658/"},{"crd":153724,"name":"Aust Financial Advisory, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[400,400],"flat":[6000,6000],"monthly":[2000,2000],"annual":[16000,16000]},"sourceSentences":{"annual":"Although the minimum fee is negotiable and may be waived under certain circumstances in AFA’s sole discretion, the minimum annual fee is $16,000.","hourly":"(2) ownership percentage multiplied by the value of the business as outlined in the buy/sell agreement Financial Consulting and Tax Planning The fee for this service is based on an hourly rate of $400.","monthly":"Client monthly fee is $2,000 a month, the one time on-board fee is $6,000 in addition to the annual fee.","flat":"Client monthly fee is $2,000 a month, the one time on-board fee is $6,000 in addition to the annual fee."},"brochureDate":"6/9/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=981299","page":"https://plannerfees.com/planners/aust-financial-advisory-llc-153724/"},{"crd":173741,"name":"Austec Wealth Management, LLC","city":"Stratton","state":"CO","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Fees charged for non-clients are charged on an hourly rate of $150/hour."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015055","page":"https://plannerfees.com/planners/austec-wealth-management-llc-173741/"},{"crd":161964,"name":"Austerra Wealth Management LLC","city":"Dallas","state":"TX","fees":{"hourly":[300,500],"flat":[10500,28500],"monthly":[500,2000],"annual":[4500,4500]},"sourceSentences":{"annual":"A Retainer in the amount of $4,500 is charged to cover the initial consultations, data gathering, and data input.","monthly":"In addition, a monthly Planning Fee ranging between $500 and $2,000, payable quarterly, is charged for the plan development, ongoing analysis, and implementation, with a minimum commitment of one year.","flat":"Financial Plans typically range between $10,500 and $28,500.","hourly":"Hourly consulting is available for a fee in the range of $300.00 - $500.00 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026692","page":"https://plannerfees.com/planners/austerra-wealth-management-llc-161964/"},{"crd":105441,"name":"Austin Asset","city":"Austin","state":"TX","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum annual fee is $5,000."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012981","page":"https://plannerfees.com/planners/austin-asset-105441/"},{"crd":313554,"name":"Austin Creek Capital, LLC","city":"Mill Valley","state":"CA","fees":{"flat":[1500,3000],"monthly":[300,3000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of a one-time upfront charge of $1,500 to $3,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $300 to $3,000 per month.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of a one-time upfront charge of $1,500 to $3,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $300 to $3,000 per month."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052830","page":"https://plannerfees.com/planners/austin-creek-capital-llc-313554/"},{"crd":302038,"name":"Austin Money Management Corporation","city":"Austin","state":"TX","fees":{"hourly":[500,500],"flat":[5000,10000]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $500 per hour, but may be negotiated in advance at the sole discretion of the Advisor.","flat":"AMMC offers a fixed fee for ongoing comprehensive financial planning services that generally ranges from $5,000 to $10,000 but are negotiable and can exceed $10,000 based on the scope and complexity of an engagement as well as the amount of time and expertise required."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009947","page":"https://plannerfees.com/planners/austin-money-management-corporation-302038/"},{"crd":172793,"name":"Austin Wealth Management, LLC","city":"Austin","state":"TX","fees":{"flat":[2500,2500],"monthly":[250,250]},"sourceSentences":{"flat":"The Financial Planning Projects Fee is generally charged as a fixed fee of $2,500‐$20,000, depending upon the nature and complexity of the engagement and the client's circumstances.","monthly":"The fixed fee varies depending on the complexity of each client’s circumstances, however most clients will be charged at a rate of $250/month."},"brochureDate":"9/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059186","page":"https://plannerfees.com/planners/austin-wealth-management-llc-172793/"},{"crd":153032,"name":"Authentic Financial Planning","city":"Peoria","state":"AZ","fees":{"flat":[400,15000],"monthly":[75,75]},"sourceSentences":{"monthly":"Since the AFP AUM is under the Asset Threshold of $90,000, the Client will pay an initial onboarding fee and an ongoing Monthly Fee of $75 a month.","flat":"Financial planning services are offered via a fixed fee engagement ranging from $400 - $15,000, based on the complexity of the needs of the client."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050570","page":"https://plannerfees.com/planners/authentic-financial-planning-153032/"},{"crd":333946,"name":"Authentic Life Financial Planning","city":"Minneapolis","state":"MN","fees":{"hourly":[300,300],"flat":[8000,8000]},"sourceSentences":{"flat":"Ongoing Financial Planning ALFP collects an initial fee, no greater than $8,000.","hourly":"Our hourly rate is $300."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030320","page":"https://plannerfees.com/planners/authentic-life-financial-planning-333946/"},{"crd":343751,"name":"Autumn Branch Capital, LLC","city":"Statesville","state":"NC","fees":{"flat":[3000,6000]},"sourceSentences":{"flat":"Fixed fee rates range from $3,000 to $6,000."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059494","page":"https://plannerfees.com/planners/autumn-branch-capital-llc-343751/"},{"crd":290151,"name":"Autumn Financial Advisors, LLC","city":"Plymouth","state":"MI","fees":{"hourly":[300,300],"flat":[1500,10000],"annual":[1500,10000]},"sourceSentences":{"annual":"The ongoing fee ranges from $1,500 to $10,000 annually.","flat":"The cost of a limited scope, project-based financial plan ranges from $1,500 to $10,000.","hourly":"The cost of additional analysis is based on a rate of $300 per hour of work performed for the Client."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018442","page":"https://plannerfees.com/planners/autumn-financial-advisors-llc-290151/"},{"crd":342348,"name":"Autumn Lane Advisory LLC","city":"Norwell","state":"MA","fees":{"hourly":[250,500],"flat":[2500,15000]},"sourceSentences":{"hourly":"Hourly fees generally range from $250 to $500 per hour Page | 8","flat":"Fixed fees may range from approximately $2,500 to $15,000 or more, depending on the scope and complexity of the engagement The specific fee arrangement will be agreed upon in advance and documented in writing."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059924","page":"https://plannerfees.com/planners/autumn-lane-advisory-llc-342348/"},{"crd":298165,"name":"Avaii Wealth Management, LLC","city":"Appleton","state":"WI","fees":{"hourly":[150,300],"annual":[5000,30000]},"sourceSentences":{"annual":"Fixed advisory fees range from $5,000 to $30,000 annually, depending on the complexity of the engagement, financial planning needs, frequency of reviews and meetings, and size of the Client relationship.","hourly":"Project-based engagements may be offered at an hourly rate ranging from $150 to $300 per hour based on the experience of the Advisory Person rendering services and/or the complexity of the services provided."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059446","page":"https://plannerfees.com/planners/avaii-wealth-management-llc-298165/"},{"crd":315678,"name":"Avail Investment Partners, LLC","city":"Lemont","state":"PA","fees":{"flat":[2500,15000]},"sourceSentences":{"flat":"Financial planning fees range from $2,500 to $15,000 depending on the scope of the planning and the complexity of the clients financial situation."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017097","page":"https://plannerfees.com/planners/avail-investment-partners-llc-315678/"},{"crd":156109,"name":"Avalan, LLC","city":"Santa Barbara","state":"CA","fees":{"hourly":[250,500],"flat":[500,10000]},"sourceSentences":{"hourly":"Our hourly fees range from $250 to $500.","flat":"Our flat fees will range from $500-$10,000 but may be higher in certain circumstances based on complexity and resources used for a plan."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020657","page":"https://plannerfees.com/planners/avalan-llc-156109/"},{"crd":327255,"name":"Avalon Wealth Partners","city":"Henderson","state":"NV","fees":{"hourly":[250,250],"flat":[2500,5000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $2,500 and $5,000."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047509","page":"https://plannerfees.com/planners/avalon-wealth-partners-327255/"},{"crd":167961,"name":"Avant Capital, LLC","city":"Lafayette","state":"LA","fees":{"hourly":[200,200],"flat":[1500,1500]},"sourceSentences":{"hourly":"Hourly fees are $200 per hour.","flat":"Fixed fees generally start at $1,500 and are negotiable based on the complexity of the services to be provided and the overall client relationship."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040630","page":"https://plannerfees.com/planners/avant-capital-llc-167961/"},{"crd":297894,"name":"Avant Financial Advisors","city":"Austin","state":"TX","fees":{"flat":[3500,8000],"quarterly":[900,2400]},"sourceSentences":{"quarterly":"There is a minimum quarterly fee ranging from $900 to $2,400 depending on the complexity and needs of the Client.","flat":"Clients who engage in stand-alone financial planning services, a fixed fee ranging from $3,500 to $8,000 will be assessed per engagement."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010745","page":"https://plannerfees.com/planners/avant-financial-advisors-297894/"},{"crd":289017,"name":"Avant Wealth Management, LLC","city":"Topeka","state":"KS","fees":{"hourly":[250,250],"flat":[250,5000]},"sourceSentences":{"flat":"The minimum fixed fee is generally $250, and the maximum fixed fee is generally no more than $5,000.","hourly":"Fees for Financial Consulting Services Avant Wealth Management provides financial consulting services under an hourly fee of $250 per hour."},"brochureDate":"4/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040827","page":"https://plannerfees.com/planners/avant-wealth-management-llc-289017/"},{"crd":308170,"name":"Avant-Garde Wealth","city":"Smiths Grove","state":"KY","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum Ongoing Financial Planning fee is $5,000 per year."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043896","page":"https://plannerfees.com/planners/avant-garde-wealth-308170/"},{"crd":137322,"name":"Avanti Wealth Management","city":"Longwood","state":"FL","fees":{"hourly":[150,550],"flat":[1500,15000]},"sourceSentences":{"flat":"Our minimum and maximum first year planning fee typically ranges from $1,500 and $15,000 and is payable quarterly in advance.","hourly":"Our hourly fee for planning/consulting services generally ranges between $150 and $550 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019319","page":"https://plannerfees.com/planners/avanti-wealth-management-137322/"},{"crd":319737,"name":"Avanti Wealth Management","city":"Rutherford","state":"NJ","fees":{"hourly":[600,600]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $600 per hour and may be negotiated at the discretion of the Advisor."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019323","page":"https://plannerfees.com/planners/avanti-wealth-management-319737/"},{"crd":288209,"name":"Avantra Family Wealth, Inc.","city":"Mechanicsburg","state":"PA","fees":{"flat":[500,5000],"annual":[500,5000]},"sourceSentences":{"flat":"Fixed fee engagements are negotiated based on a range of $500 to $5,000 based on the nature and complexity of services to be provided.","annual":"Retainers are based on a negotiated annual fee of $500 to $5,000 based on the nature and complexity of services to be provided."},"brochureDate":"6/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048756","page":"https://plannerfees.com/planners/avantra-family-wealth-inc-288209/"},{"crd":288702,"name":"Avea Financial Planning, LLC","city":"Pasco","state":"WA","fees":{"flat":[500,1000],"annual":[10960,10960]},"sourceSentences":{"flat":"Portfolio Management with On-Going Comprehensive Financial Planning - $500 - $1,000 one-time onboarding fee and a fixed annual fee, $10,960.","annual":"Portfolio Management with On-Going Comprehensive Financial Planning - $500 - $1,000 one-time onboarding fee and a fixed annual fee, $10,960."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031210","page":"https://plannerfees.com/planners/avea-financial-planning-llc-288702/"},{"crd":282467,"name":"Aventail Wealth Management, LLC","city":"Winter Haven","state":"FL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Such fee will be based on our hourly rate not to exceed $150 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=512159","page":"https://plannerfees.com/planners/aventail-wealth-management-llc-282467/"},{"crd":292390,"name":"Aventine Financial Group","city":"Doylestown","state":"PA","fees":{"hourly":[425,425],"flat":[3850,3850]},"sourceSentences":{"hourly":"Financial planning is offered at $425 per hour or a fixed rate of $3,850 for a comprehensive financial plan.","flat":"Financial planning is offered at $425 per hour or a fixed rate of $3,850 for a comprehensive financial plan."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022030","page":"https://plannerfees.com/planners/aventine-financial-group-292390/"},{"crd":153390,"name":"Aventus Investment Advisors, Inc.","city":"Naples","state":"FL","fees":{"hourly":[300,300],"flat":[1000,20000]},"sourceSentences":{"flat":"Aventus Advisors’ negotiable fixed fee for financial planning services generally ranges between $1,000 and $20,000 depending upon the complexity and scope of the plan, the Client’s financial situation and the Client’s objectives.","hourly":"Our fees for this service is typically $300/hour but may be waived if clients are paying for other financial planning or portfolio management services."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022360","page":"https://plannerfees.com/planners/aventus-investment-advisors-inc-153390/"},{"crd":338332,"name":"Aventus Wealth Management LLC","city":"Centennial","state":"CO","fees":{"flat":[2000,10000],"quarterly":[3750,3750]},"sourceSentences":{"quarterly":"If the advisory agreement terminates on February 15 in a 90-day billing quarter and the quarterly fee is $3,750, the refund equals $3,750 × (90 − 46) ÷ 90 = $1,833.33.","flat":"Initial financial plans typically range from $2,000 to $10,000, depending on the scope and complexity and the deliverables defined in your agreement."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028696","page":"https://plannerfees.com/planners/aventus-wealth-management-llc-338332/"},{"crd":325651,"name":"Avenue 90","city":"Palos Park","state":"IL","fees":{"hourly":[250,250],"flat":[1000,15000],"annual":[1500,15000]},"sourceSentences":{"hourly":"Avenue 90 provides hourly consulting at a rate of $250 per hour.","flat":"Fees for Project-Based Financial Planning are $1,000 - $15,000.","annual":"Fees for Ongoing Financial Planning are $1,500 - $15,000 per year."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037091","page":"https://plannerfees.com/planners/avenue-90-325651/"},{"crd":165606,"name":"Avenue Retirement Services","city":"Prosper","state":"TX","fees":{"quarterly":[125,125],"annual":[2000,50000]},"sourceSentences":{"quarterly":"This type of engagement normally involves retirement plan participants or other client investment accounts “held away.” The fee is $125 per quarter and is paid in arrears.","annual":"Business Consultation Services – Our business consultation services are assessed a fixed fee ranging from $2,000 to $50,000 per year; paid in arrears either monthly or quarterly in installments."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030424","page":"https://plannerfees.com/planners/avenue-retirement-services-165606/"},{"crd":290433,"name":"Avenues Wealth, LLC","city":"Winter Park","state":"FL","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"hourly":"Financial planning services are offered on a negotiable hourly rate not to exceed $250 per hour with a fixed rate not to exceed $5,000 for the initial engagement.","flat":"Financial planning services are offered on a negotiable hourly rate not to exceed $250 per hour with a fixed rate not to exceed $5,000 for the initial engagement."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017884","page":"https://plannerfees.com/planners/avenues-wealth-llc-290433/"},{"crd":316472,"name":"Avere Wealth Management, LLC","city":"Atlanta","state":"GA","fees":{"annual":[10000,30000]},"sourceSentences":{"annual":"Avere Wealth provides ongoing financial planning and advisory services for an annual fee generally ranging from $10,000 to $30,000 or more depending on the complexity of the client’s financial circumstances and the scope of services provided."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030016","page":"https://plannerfees.com/planners/avere-wealth-management-llc-316472/"},{"crd":342624,"name":"Averton Wealth","city":"Mead","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning and consulting services are offered based on a negotiable hourly fee of $250 per hour."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054796","page":"https://plannerfees.com/planners/averton-wealth-342624/"},{"crd":155983,"name":"Avertrust Wealth LLC","city":"Crown Point","state":"IN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Hourly or Project Fees Hourly Fees The hourly fee for these services is $200, or a comprehensive project fee may be possible."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027999","page":"https://plannerfees.com/planners/avertrust-wealth-llc-155983/"},{"crd":284332,"name":"Avid Planning","city":"St. Petersburg","state":"FL","fees":{"hourly":[286,572]},"sourceSentences":{"hourly":"Hourly rates range between $286 to $572."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055815","page":"https://plannerfees.com/planners/avid-planning-284332/"},{"crd":127186,"name":"Avidian Wealth Solutions","city":"Houston","state":"TX","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"Avidian’s planning and non-investment consulting fees are negotiable but generally range from $2,000 to $$200,000 on a fixed fee basis, and from $150 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047830","page":"https://plannerfees.com/planners/avidian-wealth-solutions-127186/"},{"crd":327780,"name":"Avinci Wealth Management, Inc.","city":"Valencia","state":"CA","fees":{"flat":[499,499],"annual":[3995,6995]},"sourceSentences":{"flat":"In some instances, Avinci will charge a one-time 401(k) guidance services fee of $499 depending on the scope and specific needs on a client-by-client basis.","annual":"Standard Tier clients are charged a $3,995 annual fee, while Baseline Tier clients are charged $6,995 annual fee."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056436","page":"https://plannerfees.com/planners/avinci-wealth-management-inc-327780/"},{"crd":108146,"name":"Aviso Wealth Management","city":"Bellevue","state":"WA","fees":{"hourly":[0,300],"flat":[300,10000]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $0 to $300 per hour or in certain circumstances a flat fee ranging from $300 to $10,000 depending upon the specific arrangement reached with the client.","flat":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $0 to $300 per hour or in certain circumstances a flat fee ranging from $300 to $10,000 depending upon the specific arrangement reached with the client."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025277","page":"https://plannerfees.com/planners/aviso-wealth-management-108146/"},{"crd":319724,"name":"Avk Partners","city":"Concord","state":"MA","fees":{"hourly":[50,500]},"sourceSentences":{"hourly":"Our hourly rates range from $50 to $500."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021937","page":"https://plannerfees.com/planners/avk-partners-319724/"},{"crd":339217,"name":"Avora Wealth LLC","city":"San Antonio","state":"TX","fees":{"flat":[3200,3200],"annual":[2500,2500]},"sourceSentences":{"flat":"Avora Wealth offers one-time financial planning services for a fixed engagement fee of $3200.","annual":"Avora Wealth also offers an ongoing annual financial planning service for $2500 per year."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054706","page":"https://plannerfees.com/planners/avora-wealth-llc-339217/"},{"crd":337579,"name":"Avrio Wealth LLC","city":"New York","state":"NY","fees":{"hourly":[600,600],"flat":[12500,12500]},"sourceSentences":{"flat":"Standard flat fees for comprehensive planning start at $12,500 USD up to $40,000 USD+ for Clients with complex planning needs.","hourly":"Hourly rates start at $600 USD, project fees negotiated based upon time and complexity."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025727","page":"https://plannerfees.com/planners/avrio-wealth-llc-337579/"},{"crd":339725,"name":"Awaken Financial Designs LLC","city":"Cary","state":"NC","fees":{"hourly":[250,250],"flat":[2000,5000],"annual":[7500,10000]},"sourceSentences":{"hourly":"Financial Consulting Services are offered based on an hourly fee of $250 per hour.","flat":"Full Financial Plans are offered based on a flat fee between $2,000-$5,000.","annual":"ONGOING FINANICAL PLANNING Ongoing Financial Planning Services are offered based on an annual flat fee of $7,500$10,000, based on complexity of the Client situation, payable quarterly in advance."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040574","page":"https://plannerfees.com/planners/awaken-financial-designs-llc-339725/"},{"crd":340669,"name":"Award Financial Group","city":"Wilton","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048606","page":"https://plannerfees.com/planners/award-financial-group-340669/"},{"crd":144351,"name":"Awm Financial Services Inc.","city":"The Woodlands","state":"TX","fees":{"hourly":[1000,1000]},"sourceSentences":{"hourly":"If the client decides to engage us for consulting services, we will charge an hourly fee of $1,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022649","page":"https://plannerfees.com/planners/awm-financial-services-inc-144351/"},{"crd":312286,"name":"Awoye Capital, LLC","city":"Bay Shore","state":"NY","fees":{"flat":[250,10000]},"sourceSentences":{"flat":"ONE-TIME FINANCIAL PLANNING AND CONSULTING Awoye Capital charges a fixed fee between $250 and $10,000 for financial planning based on complexity and the Client’s unique situation."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012048","page":"https://plannerfees.com/planners/awoye-capital-llc-312286/"},{"crd":155890,"name":"Axia Wealth Management Inc","city":"Bend","state":"OR","fees":{"hourly":[350,350],"flat":[5000,5000],"quarterly":[1250,1250],"annual":[5000,5000]},"sourceSentences":{"annual":"For 7 clients with less than $400,000 in AUM who still desire Financial Planning Services, AXIA’S annual fee will be $5,000.","flat":"The minimum annual financial planning fee is $5,000 and for the first year, $1,250 is paid up front.","quarterly":"The remaining $3,750 is billed at $1,250 per quarter beginning at the next quarterly cycle.","hourly":"Hourly consulting fees start at $350 per hour, depending on the complexity of Client’s circumstances and upon mutual agreement with Client."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049675","page":"https://plannerfees.com/planners/axia-wealth-management-inc-155890/"},{"crd":136305,"name":"Axiom Advisors, LLC","city":"Bedford","state":"NH","fees":{"hourly":[200,625],"flat":[600,25000]},"sourceSentences":{"flat":"Financial Planning and Consulting Services Financial planning services are generally provided on a fixed fee basis, and can range from $600 to $25,000, depending upon the scope and complexity of the services requested.","hourly":"The hourly rate for such services is $200- $625."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004806","page":"https://plannerfees.com/planners/axiom-advisors-llc-136305/"},{"crd":306618,"name":"Axiom Financial Strategies Group, LLC","city":"New Albany","state":"IN","fees":{"hourly":[100,1000]},"sourceSentences":{"hourly":"Hourly fees range from $100 to $1,000 per hour."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059341","page":"https://plannerfees.com/planners/axiom-financial-strategies-group-llc-306618/"},{"crd":313318,"name":"Axiom Founders Family Office","city":"Scottsdale","state":"AZ","fees":{"hourly":[500,500],"flat":[15000,50000],"annual":[48000,180000]},"sourceSentences":{"flat":"AXIOM may charge a fixed fee for comprehensive financial planning services in the range of $15,000 to $50,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.","hourly":"The Advisor’s hourly fee rate is $500 per hour.","annual":"Personal CFO Professional Services AXIOM will charge a fixed fee for Personal CFO services in the range of $48,000 to $180,000 per annum as negotiated and contracted for with the client in advance, based at the discretion of the Advisor."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030383","page":"https://plannerfees.com/planners/axiom-founders-family-office-313318/"},{"crd":192518,"name":"Axiom Investment Solutions LLC","city":"Doylestown","state":"PA","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable hourly fee of $100 per hour with a minimum of five (5) hours."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003838","page":"https://plannerfees.com/planners/axiom-investment-solutions-llc-192518/"},{"crd":313124,"name":"Axiom Wealth Strategies, LLC","city":"Bend","state":"OR","fees":{"hourly":[150,150],"flat":[5000,5000]},"sourceSentences":{"flat":"Page 7 Our Financial Planning fees are charged $5,000 to cover the set-up and ongoing use of Money Guide Pro (the Financial Planning Software) and three hours of Financial Advising.","hourly":"The client is billed monthly in arrears at $150 per hour for any additional hours used."},"brochureDate":"7/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052162","page":"https://plannerfees.com/planners/axiom-wealth-strategies-llc-313124/"},{"crd":340326,"name":"Axion Capital Markets, LLC","city":"Oklahoma City","state":"OK","fees":{"hourly":[125,150]},"sourceSentences":{"hourly":"Axion charges hourly fees for consulta on or planning services:  Standard clients: $150 per hour  Discounted clients: $125 per hour A minimum of one (1) billable hour per year applies to each client household."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042345","page":"https://plannerfees.com/planners/axion-capital-markets-llc-340326/"},{"crd":317959,"name":"Axis Capital Management, LLC","city":"Hermosa Beach","state":"CA","fees":{"hourly":[250,250],"flat":[5000,10000],"annual":[8000,15000]},"sourceSentences":{"flat":"Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING ACM charges a negotiable fixed fee between $5,000-$10,000, based on individual client needs and complexity of the plan.","annual":"Ongoing fees will range from $8,000-$15,000 per year and are payable either monthly or quarterly in arrears.","hourly":"Ad hoc financial planning services are offered for an hourly fee of $250 per hour and may or may not include the delivery of a comprehensive financial plan."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011664","page":"https://plannerfees.com/planners/axis-capital-management-llc-317959/"},{"crd":137720,"name":"Axis Financial, LLC","city":"Odon","state":"IN","fees":{"hourly":[75,75],"flat":[250,2500]},"sourceSentences":{"flat":"Currently, fixed fees range from $250 to $2,500 and hourly fees are set at $75.","hourly":"Currently, fixed fees range from $250 to $2,500 and hourly fees are set at $75."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026854","page":"https://plannerfees.com/planners/axis-financial-llc-137720/"},{"crd":167122,"name":"Axis Wealth Partners, LLC","city":"East Providence","state":"RI","fees":{"hourly":[150,150],"flat":[250,2500]},"sourceSentences":{"hourly":"Business Consulting Service – Hourly Fees The hourly fee for business consulting services is $150.00.","flat":"The fixed fee can range between $250.00 and $2,500.00."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027196","page":"https://plannerfees.com/planners/axis-wealth-partners-llc-167122/"},{"crd":334888,"name":"Axon Capital Management","city":"Liberty Hill","state":"TX","fees":{"hourly":[300,300],"flat":[1000,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $5,000.","hourly":"In the event of early termination prior to delivery of the project fees will be prorated, based on an hourly fee of $300, for the number of hours ACM devotes to the project up to the date of termination."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022226","page":"https://plannerfees.com/planners/axon-capital-management-334888/"},{"crd":164081,"name":"Axxcess Wealth Management, LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"Hourly fees for AWM services range from $100 to $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037949","page":"https://plannerfees.com/planners/axxcess-wealth-management-llc-164081/"},{"crd":116965,"name":"Aydt Investment Management, Inc.","city":"Evansville","state":"IN","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"This service may be provided at a rate of $300 per hour, or for a fixed fee that is agreed upon prior to the start of the work."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043191","page":"https://plannerfees.com/planners/aydt-investment-management-inc-116965/"},{"crd":296987,"name":"Aztec Financial Group, LLC","city":"Dover","state":"NH","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Basic Plan $500 Comprehensive Plan $1500 In the event that a client terminates the services the payor will be entitled to a refund of any unearned fees by subtracting the earned fees from the amount already collected based on the number of days remaining in the month."},"brochureDate":"9/4/2018","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=525422","page":"https://plannerfees.com/planners/aztec-financial-group-llc-296987/"},{"crd":172677,"name":"Azure Wealth Management","city":"Saint Paul","state":"MN","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Our financial planning engagements are based on an hourly rate of $350 per hour."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010130","page":"https://plannerfees.com/planners/azure-wealth-management-172677/"},{"crd":139610,"name":"Azzendo Wealth Advisors","city":"Hollywood","state":"FL","fees":{"hourly":[750,750],"flat":[7500,25000]},"sourceSentences":{"flat":"Azzendo Wealth Advisors will charge a fixed fee that ranges from $7,500.00 to $25,000.00, for broad based planning services.","hourly":"Azzendo Wealth Advisors charges an hourly fee of $750 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049191","page":"https://plannerfees.com/planners/azzendo-wealth-advisors-139610/"},{"crd":145919,"name":"Azzendo Wealth Advisors","city":"Coral Gables","state":"FL","fees":{"hourly":[750,750],"flat":[7500,25000]},"sourceSentences":{"flat":"Azzendo Wealth Advisors will charge a fixed fee that ranges from $7,500.00 to $25,000.00, for broad based planning services.","hourly":"Azzendo Wealth Advisors charges an hourly fee of $750 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049279","page":"https://plannerfees.com/planners/azzendo-wealth-advisors-145919/"},{"crd":338385,"name":"B Hive Financial, LLC","city":"Williamsburg","state":"VA","fees":{"hourly":[250,250],"flat":[200,2000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Ongoing Financial Planning Services are offered based on a flat fee between $200 and $2,000."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000572","page":"https://plannerfees.com/planners/b-hive-financial-llc-338385/"},{"crd":334031,"name":"B.g. Kaserman & Associates L.L.C.","city":"Vienna","state":"VA","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Estate Planning Services BGK Financial provides Estate Planning services for a project-based fee of $500 per preparation."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013724","page":"https://plannerfees.com/planners/b-g-kaserman-associates-l-l-c-334031/"},{"crd":110295,"name":"B&c Financial Advisors","city":"Ponte Vedra Beach","state":"FL","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"The cost to prepare a comprehensive financial plan will not exceed $2,500.00, for a 12 consecutive month period to complete the planning process."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005382","page":"https://plannerfees.com/planners/b-c-financial-advisors-110295/"},{"crd":336816,"name":"B&e Financial Services","city":"Phoenix","state":"AZ","fees":{"hourly":[500,500],"annual":[2000,20000]},"sourceSentences":{"annual":"Advisor may reduce or waive the initial fee at the Advisor’s discretion. 8 Thereafter, we offer Ongoing Financial Planning for a fixed annual fee ranging from $2,000 to $20,000, billed monthly in arrears.","hourly":"This fee is derived from our standard hourly rate of $500 and reflects an estimated 12 to 40 hours of service annually."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011022","page":"https://plannerfees.com/planners/b-e-financial-services-336816/"},{"crd":332083,"name":"B&l Wealth Group, LLC","city":"Mclean","state":"VA","fees":{"hourly":[250,250],"flat":[2000,10000]},"sourceSentences":{"hourly":"Those clients pay $250 per hour for financial planning services; a fixed fee agreement may also be arranged.","flat":"The fixed fee will be between $2,000 and $10,000 as agreed upon with the client."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053755","page":"https://plannerfees.com/planners/b-l-wealth-group-llc-332083/"},{"crd":323539,"name":"B1 Financial","city":"Aventura","state":"FL","fees":{"hourly":[395,395]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services are provided on an hourly fee rate of $395 per hour."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054151","page":"https://plannerfees.com/planners/b1-financial-323539/"},{"crd":337742,"name":"B365invest","city":"San Antonio","state":"TX","fees":{"flat":[350,350]},"sourceSentences":{"flat":"We charge a fixed fee of $350, paid in advance, for Project-Based Financial Planning."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035681","page":"https://plannerfees.com/planners/b365invest-337742/"},{"crd":115871,"name":"B4 Financial Planning","city":"Chesapeake","state":"VA","fees":{"hourly":[50,150]},"sourceSentences":{"hourly":"Fees are as follows: 1) The client may choose to pay me and hourly basis of $50 to $150 per hour depending on the complexity of the task."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040404","page":"https://plannerfees.com/planners/b4-financial-planning-115871/"},{"crd":331004,"name":"B6 Capital","city":"Wellsville","state":"UT","fees":{"hourly":[195,195],"flat":[1500,3500]},"sourceSentences":{"hourly":"Rate: $195 Per Hour (Consulting and educational services only) Comprehensive Written Financial Plan:","flat":"$1,500 - $3,500 The Company charges its fee amount for Comprehensive Written Financial Plans based on the complexity of the Client’s financial plan."},"brochureDate":"10/11/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=927625","page":"https://plannerfees.com/planners/b6-capital-331004/"},{"crd":316753,"name":"Ba Global Capital","city":"Newark","state":"NJ","fees":{"hourly":[150,150],"flat":[250,250],"annual":[1200,15000]},"sourceSentences":{"annual":"Financial Planning ● Ongoing Financial Planning - Ongoing Financial Planning consists of an annual fee of $1,200 - $15,000.","flat":"In the event of termination any prepaid but unearned fees will be refunded and any completed deliverables will be provided to the Client. ● Project-Based Financial Planning - We offer Project-Based Financial Planning engagements beginning at $250.","hourly":"In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $150 per hour."},"brochureDate":"4/2/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=733808","page":"https://plannerfees.com/planners/ba-global-capital-316753/"},{"crd":332423,"name":"Babin Wealth Management","city":"Scottsdale","state":"AZ","fees":{"hourly":[300,300],"flat":[4000,4000]},"sourceSentences":{"flat":"Ongoing Financial Planning BWM collects an initial fee, no greater than $4,000.","hourly":"Fees are paid monthly in advance, ranging from $100 to $300, based on our hourly rate of $300."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001249","page":"https://plannerfees.com/planners/babin-wealth-management-332423/"},{"crd":283309,"name":"Babylon Wealth Management LLC","city":"Walnut Creek","state":"CA","fees":{"hourly":[300,300],"flat":[2000,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans ranges from $2,000 to $15,000.","hourly":"The hourly rate for creating client financial plans and investment consulting is $300/hour."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040636","page":"https://plannerfees.com/planners/babylon-wealth-management-llc-283309/"},{"crd":335236,"name":"Back Bay Financial Planning & Investments","city":"Bethany Beach","state":"DE","fees":{"hourly":[400,400],"flat":[2500,5000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 to $5,000.","hourly":"Any work thereafter will be billed at our hourly rate of $400 per hour."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056478","page":"https://plannerfees.com/planners/back-bay-financial-planning-investments-335236/"},{"crd":337319,"name":"Back Nine Financial Coaching LLC","city":"San Diego","state":"CA","fees":{"hourly":[600,600],"annual":[10000,10000]},"sourceSentences":{"annual":"Our annual fixed fee for Financial Coaching, Financial Planning, and Consulting services generally ranges from a minimum annual fee of $10,000 to over $50,000 billed quarterly in arears and prorated upon termination.","hourly":"Our hourly rates for consulting services are generally $600 per hour, billed quarterly in arrears for the actual time allocated to advisory services and deliverables during the prior quarter."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035813","page":"https://plannerfees.com/planners/back-nine-financial-coaching-llc-337319/"},{"crd":326699,"name":"Backbone Planning Partners LLC","city":"Las Vegas","state":"NV","fees":{"flat":[500,15000],"annual":[5000,50000]},"sourceSentences":{"flat":"The financial planning fee can range from $500 to $15,000 depending upon various factors including, but not limited to, the complexity of the planning involved.","annual":"Annual fees range from $5,000 to $50,000 a year but may be higher than this range if the case is sufficiently complex or the client wishes to have more contact with their BPP professional."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017770","page":"https://plannerfees.com/planners/backbone-planning-partners-llc-326699/"},{"crd":110550,"name":"Bailard, Inc.","city":"Foster City","state":"CA","fees":{"flat":[3500,15000],"annual":[2000,50000]},"sourceSentences":{"flat":"However, we occasionally provide financial planning services at a flat fee, typically $3,500-$15,000 per engagement.","annual":"In these instances, we charge a retainer, typically ranging from $2,000 to $50,000 annually, depending on complexity."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055014","page":"https://plannerfees.com/planners/bailard-inc-110550/"},{"crd":289524,"name":"Baker Asset Management, LLC","city":"Mount Pleasant","state":"SC","fees":{"hourly":[100,100],"flat":[2500,2500],"annual":[2500,2500]},"sourceSentences":{"hourly":"Financial Planning and General Consulting Services BAM is compensated for initial financial planning and general consulting services based on the firm’s negotiable hourly rate of $100.00.","annual":"BAM’s annual retainer fee, subject to negotiation, is a minimum of $2,500 and these fees are payable quarterly in arrears.","flat":"(1) Flat Retainer Fee (minimum $2,500) agreed upon by plan sponsor and BAM."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002829","page":"https://plannerfees.com/planners/baker-asset-management-llc-289524/"},{"crd":311041,"name":"Baker Wealth Advisors, LLC.","city":"Johns Island","state":"SC","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"AND CONSULTING BWA charges an hourly fee of $150 for financial planning."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007374","page":"https://plannerfees.com/planners/baker-wealth-advisors-llc-311041/"},{"crd":173163,"name":"Balance Investments","city":"Statesville","state":"NC","fees":{"hourly":[600,600],"flat":[250,250]},"sourceSentences":{"hourly":"The fee for a financial plan is based on a combination of flat fees for meetings and an hourly fee for planning work with a $600 minimum.","flat":"The first and second appointments are billed at a flat $250 combined, with all other financial planning work billed at $175 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034608","page":"https://plannerfees.com/planners/balance-investments-173163/"},{"crd":329589,"name":"Balance Wealth","city":"Worthington","state":"OH","fees":{"flat":[500,10000],"annual":[588,7200]},"sourceSentences":{"flat":"For one-time financial plans, the flat fee typically ranges from $500 to $10,000 depending on the nature and complexity of a client’s financial situation and financial planning needs.","annual":"The flat fee for ongoing financial planning services typically range from $588 to $7,200 per year, which shall be charged either monthly or quarterly in advance of the applicable billing period."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051891","page":"https://plannerfees.com/planners/balance-wealth-329589/"},{"crd":314531,"name":"Balanced Capital","city":"Heber City","state":"UT","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Project-Based Financial Planning Fixed Fee Project-Based Financial Planning engagements are offered to non-investment management clients at an hourly rate of $150 per hour."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006642","page":"https://plannerfees.com/planners/balanced-capital-314531/"},{"crd":128161,"name":"Balanced Financial Planning, Inc.","city":"Overland Park","state":"KS","fees":{"hourly":[270,270]},"sourceSentences":{"hourly":"The billing rate for professional services is currently $270 per hour."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009600","page":"https://plannerfees.com/planners/balanced-financial-planning-inc-128161/"},{"crd":331877,"name":"Balanced Life Planning","city":"Villa Hills","state":"KY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our hourly rate is $250."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011175","page":"https://plannerfees.com/planners/balanced-life-planning-331877/"},{"crd":157424,"name":"Balanced Rock Investment Advisors","city":"Roslindale","state":"MA","fees":{"hourly":[250,250],"annual":[2550,2550]},"sourceSentences":{"annual":"When BRIA manages less than $300,000, we may impose a minimum annual fee of $2,550, charged quarterly in arrears, but we also may waive the minimum fee at our discretion.","hourly":"Clients with portfolios of less than $300,000, BRIA offers Financial Planning and Consulting Services on a hourly basis for $250 per hour, with a 5-hour minimum for an initial engagement."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029110","page":"https://plannerfees.com/planners/balanced-rock-investment-advisors-157424/"},{"crd":334701,"name":"Balanced Wealth Partners LLC","city":"Fort Collins","state":"CO","fees":{"flat":[3000,10000]},"sourceSentences":{"flat":"AND CONSULTING Balanced Wealth Partners charges a flat fee between $3,000 and $10,000 based on complexity and unique clients needs."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022629","page":"https://plannerfees.com/planners/balanced-wealth-partners-llc-334701/"},{"crd":282329,"name":"Balboa Wealth Partners, Inc.","city":"Scottsdale","state":"AZ","fees":{"flat":[750,10000]},"sourceSentences":{"flat":"Fixed fees range from $750 to $10,000."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057261","page":"https://plannerfees.com/planners/balboa-wealth-partners-inc-282329/"},{"crd":115734,"name":"Baldwin Financial Advisors, LLC","city":"Arlington Heights","state":"IL","fees":{"flat":[660,7490]},"sourceSentences":{"flat":"Fixed fees for comprehensive plans generally range between $660-$7490."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025000","page":"https://plannerfees.com/planners/baldwin-financial-advisors-llc-115734/"},{"crd":105343,"name":"Baldwin Wealth Partners, LLC","city":"Marion","state":"MA","fees":{"monthly":[600,1500]},"sourceSentences":{"monthly":"Fees range from $600/month to $1,500/month."},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043716","page":"https://plannerfees.com/planners/baldwin-wealth-partners-llc-105343/"},{"crd":168733,"name":"Balefire, LLC","city":"Dallas","state":"TX","fees":{"annual":[5000,7500]},"sourceSentences":{"annual":"Annual fees for start-up Plans range from $5,000 to $7,500 depending upon the selection of services provided."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035199","page":"https://plannerfees.com/planners/balefire-llc-168733/"},{"crd":304430,"name":"Ballast Financial Advisors, LLC","city":"West Chester","state":"PA","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020162","page":"https://plannerfees.com/planners/ballast-financial-advisors-llc-304430/"},{"crd":152695,"name":"Ballast, Inc.","city":"Lexington","state":"KY","fees":{"flat":[200,10000]},"sourceSentences":{"flat":"We charge a negotiable rate for broad based financial planning services based upon either an hourly basis of $200 to $700 or flat fee (fixed fee) ranging between $1,000 and $10,000."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012617","page":"https://plannerfees.com/planners/ballast-inc-152695/"},{"crd":316668,"name":"Ballaster Financial","city":"Jersey City","state":"NJ","fees":{"flat":[500,5000],"annual":[10000,10000]},"sourceSentences":{"annual":"Ongoing Comprehensive Financial Planning 10 Ongoing Financial Planning consists of an annual fee that is paid monthly, in arrears, starting at a rate of $10,000/annum and will vary based on complexity (including but not limited to marital status, debt, real estate, business ownership, employee benefits/stock…","flat":"The fixed fee can range between $500 and $5,000 or more, and ranges based on complexity (including, but not limited to marital investment account types, tax planning, business ownership, stock compensation, real estate, debt)."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058393","page":"https://plannerfees.com/planners/ballaster-financial-316668/"},{"crd":152802,"name":"Ballentine Partners","city":"Waltham","state":"MA","fees":{"annual":[10000,50000]},"sourceSentences":{"annual":"Fees are determined case-by-case and typically between $10,000 and $50,000 per year, although may be significantly higher based on the complexity of the engagement and resources required."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024479","page":"https://plannerfees.com/planners/ballentine-partners-152802/"},{"crd":164318,"name":"Ballheim Financial LLC","city":"Leclaire","state":"IA","fees":{"hourly":[100,100],"flat":[500,1000]},"sourceSentences":{"flat":"Additional charges by an outside entity such as a record keeper or third party administrator will apply. 3 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $1,000.","hourly":"The hourly fee for these services is $100.00."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017941","page":"https://plannerfees.com/planners/ballheim-financial-llc-164318/"},{"crd":135621,"name":"Balopole Investment Management Corporation","city":"San Mateo","state":"CA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Additional services are available at $150 per hour, and clients are always informed in advance if hourly charges are to be incurred."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015663","page":"https://plannerfees.com/planners/balopole-investment-management-corporation-135621/"},{"crd":340191,"name":"Baluden Financial","city":"Sacramento","state":"CA","fees":{"flat":[1500,2400]},"sourceSentences":{"flat":"Three-Month Financial Planning Engagement Total Fee: $1,500​ Billed in three monthly installments of $500 Six-Month Financial Planning Engagement Total Fee: $2,400​ Billed in six monthly installments of $400 Clients are billed via electronic invoice and may remit payment via ACH transfer or credit card."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030480","page":"https://plannerfees.com/planners/baluden-financial-340191/"},{"crd":170093,"name":"Bamboo Wealth Strategies","city":"San Diego","state":"CA","fees":{"hourly":[250,500],"flat":[1500,20000]},"sourceSentences":{"flat":"The cost for financial planning services and/or providing ongoing financial planning advice for one year’s time is between $1,500 and $20,000.","hourly":"Fees may also be charged on an hourly basis at a rate ranging from $250 to $500 per hour."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057975","page":"https://plannerfees.com/planners/bamboo-wealth-strategies-170093/"},{"crd":335113,"name":"Bancroft Booth Capital Advisors","city":"Dallas","state":"TX","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Services are offered based on a flat fee of $5,000."},"brochureDate":"7/17/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=985160","page":"https://plannerfees.com/planners/bancroft-booth-capital-advisors-335113/"},{"crd":284677,"name":"Bannerman Wealth","city":"Lewisville","state":"TX","fees":{"quarterly":[2500,2500]},"sourceSentences":{"quarterly":"For so long as a client’s assets under Adviser’s management equal or exceed $750,000, the client shall be charged the greater of the Asset-Based Fee or $2,500 per quarter (the “Minimum Quarterly Fee”)."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047086","page":"https://plannerfees.com/planners/bannerman-wealth-284677/"},{"crd":142987,"name":"Banta Asset Management LP","city":"Newport Beach","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Alternatively, non-Investment Management Services clients will be charged a fixed fee depending on the scope of the services requested or invoiced at the rate of $350 per hour for our Financial Planning Services."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008191","page":"https://plannerfees.com/planners/banta-asset-management-lp-142987/"},{"crd":288075,"name":"Bantam Inc.","city":"Staatsburg","state":"NY","fees":{"hourly":[600,2000],"annual":[8000,40000]},"sourceSentences":{"hourly":"Executives: $2,000/hour Specialists: $600/hour Investment Advisors: $300/hour Analysts: $250/hour Administrators: $90/hour Data Entry: $30/hour Almost all financial planning, consulting, and investment audit work will be done by Bantam’s Investment Advisors and Analysts.","annual":"Bantam anticipates that CFO services will be priced in the $8,000 to $40,000 per year fixed fee range, depending on the complexity and service levels required."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016149","page":"https://plannerfees.com/planners/bantam-inc-288075/"},{"crd":337806,"name":"Banyan Lake Capital LLC","city":"San Mateo","state":"CA","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $225 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032824","page":"https://plannerfees.com/planners/banyan-lake-capital-llc-337806/"},{"crd":333561,"name":"Baobab Wealth Management","city":"Nokomis","state":"FL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The fee will be determined and billed in advance based on the estimated number of hours the services will take multiplied by an hourly rate of $300."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004701","page":"https://plannerfees.com/planners/baobab-wealth-management-333561/"},{"crd":142251,"name":"Barak Asset Management LLC","city":"Jamaica","state":"NY","fees":{"hourly":[100,300],"flat":[1000,1000]},"sourceSentences":{"hourly":"Hourly rates range between $100 and $300 based on the scope of the project.","flat":"In additional financial plans and some document filing services are offered for a $1,000 fee. 6 Barak Asset Management, LLC"},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019783","page":"https://plannerfees.com/planners/barak-asset-management-llc-142251/"},{"crd":120034,"name":"Barbara J. Bouchey Asset Management, Inc.","city":"Saratoga Springs","state":"NY","fees":{"hourly":[100,250],"flat":[500,2500]},"sourceSentences":{"flat":"BAM’s financial planning fees are negotiable, but generally range from $500.00 to $2,500.00 on a fixed fee basis and from $100.00 to $250.00 on an hourly rate basis, depending on the level and scope of the services required, and the professional rendering of the service(s).","hourly":"BAM’s financial planning fees are negotiable, but generally range from $500.00 to $2,500.00 on a fixed fee basis and from $100.00 to $250.00 on an hourly rate basis, depending on the level and scope of the services required, and the professional rendering of the service(s)."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000151","page":"https://plannerfees.com/planners/barbara-j-bouchey-asset-management-inc-120034/"},{"crd":332386,"name":"Barbco Financial","city":"Columbia","state":"SC","fees":{"annual":[1250,1250]},"sourceSentences":{"annual":"Please review the fee and compensation information below. 5 The minimum annual fee for any of our investment advisory services is $1,250."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030286","page":"https://plannerfees.com/planners/barbco-financial-332386/"},{"crd":285676,"name":"Barentsen Advisory Services, LLC","city":"Walnut Creek","state":"CA","fees":{"hourly":[250,250],"flat":[100,2000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $100 and $2,000.","hourly":"The negotiated hourly fee for these services is between $250 with a minimum fee of $500."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057153","page":"https://plannerfees.com/planners/barentsen-advisory-services-llc-285676/"},{"crd":226768,"name":"Barker Wealth Management, LLC","city":"Camas","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"This negotiable rate would normally not exceed $250 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031641","page":"https://plannerfees.com/planners/barker-wealth-management-llc-226768/"},{"crd":325308,"name":"Barlow Wealth Partners, LLC","city":"Louisville","state":"KY","fees":{"hourly":[150,750]},"sourceSentences":{"hourly":"Hourly rates may generally range from $150 to $750 per hour."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060002","page":"https://plannerfees.com/planners/barlow-wealth-partners-llc-325308/"},{"crd":142944,"name":"Barnes Pettey Financial Advisors, LLC","city":"Clarksdale","state":"MS","fees":{"flat":[750,3000]},"sourceSentences":{"flat":"Clients that are receiving financial planning services are charged only a fixed fee ranging from $750 to $3,000, depending upon the complexity of a client’s plan and services provided."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055530","page":"https://plannerfees.com/planners/barnes-pettey-financial-advisors-llc-142944/"},{"crd":105867,"name":"Barnett & Co Inc","city":"Chattanooga","state":"TN","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Financial Planning and/or Consulting Fees Financial planning and consulting services can either be charged at an hourly rate of $175, with an estimated initial cost of $1,000 to $1,500, or charged based on the assets that fall within the scope of the financial plan."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055158","page":"https://plannerfees.com/planners/barnett-co-inc-105867/"},{"crd":144590,"name":"Barnett Financial Planning","city":"Tustin","state":"CA","fees":{"hourly":[300,300],"flat":[3500,3500]},"sourceSentences":{"hourly":"The hourly rate is $300 with a three-hour minimum.","flat":"The fee for a written financial plan which includes investment analysis and recommendations, and retirement planning including a Monte Carlo analysis is $4,000.00, of which $500 is to be paid as a non-refundable deposit to start the project, with the remaining $3,500.00 to be paid on delivery of the written plan."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022131","page":"https://plannerfees.com/planners/barnett-financial-planning-144590/"},{"crd":144234,"name":"Baron Financial Group LLC","city":"Fair Lawn","state":"NJ","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"For clients with investment management, there will be an initial one-time planning fee of $2,500 which is waived if the initial Assets Under Management is $500,000 or greater."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017746","page":"https://plannerfees.com/planners/baron-financial-group-llc-144234/"},{"crd":153117,"name":"Baron Wealth Management, LLC","city":"Troy","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s minimum hourly fee is $250."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022890","page":"https://plannerfees.com/planners/baron-wealth-management-llc-153117/"},{"crd":314619,"name":"Barrett Capital Partners","city":"Weymouth","state":"MA","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"Other Services Financial Planning services are billed at $200-$300 per hour and are invoiced per project."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051036","page":"https://plannerfees.com/planners/barrett-capital-partners-314619/"},{"crd":161020,"name":"Barrett Wealth Connection LLC","city":"Spring Grove","state":"IL","fees":{"hourly":[300,300],"monthly":[300,300]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300.","monthly":"For continuing financial planning services, we charge a maximum monthly fee of $300."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007207","page":"https://plannerfees.com/planners/barrett-wealth-connection-llc-161020/"},{"crd":115603,"name":"Barrington Capital Management, Inc.","city":"Bloomington","state":"MN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"One-time financial planning fees are charged on an hourly basis at $250 per hour based on the complexity of the Client’s financial situation."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050763","page":"https://plannerfees.com/planners/barrington-capital-management-inc-115603/"},{"crd":153598,"name":"Barrister","city":"Fort Washington","state":"PA","fees":{"hourly":[200,500],"monthly":[99,99],"annual":[2500,20000]},"sourceSentences":{"annual":"The retainer-based fees are negotiable, but generally range from $2,500.00 to $20,000.00 annually on a fixed fee basis depending upon the level and scope of the services required.","monthly":"MONTHLY FEE Limited-scope monthly retainer fees shall be $99 per month and are payable upon receipt of invoice.","hourly":"Clients may also engage Barrister on an hourly basis for retirement plan consulting services at a rate of $200 to $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034485","page":"https://plannerfees.com/planners/barrister-153598/"},{"crd":140504,"name":"Barron Financial Group, LLP","city":"Torrington","state":"CT","fees":{"hourly":[200,200],"flat":[400,3200],"quarterly":[937,937],"annual":[3750,3750]},"sourceSentences":{"annual":"A client that invests $300,000 will pay an annual fee of $3750 per year or $937.50 per quarter.","quarterly":"A client that invests $300,000 will pay an annual fee of $3750 per year or $937.50 per quarter.","hourly":"Services are offered based on an hourly fee of $200 per hour.","flat":"Services are offered based on a range of $400 - $3,200 depending on the complexity of the engagement."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049035","page":"https://plannerfees.com/planners/barron-financial-group-llp-140504/"},{"crd":134853,"name":"Barry F.t. Bolker","city":"Camarillo","state":"CA","fees":{"hourly":[100,175],"flat":[1000,1000],"annual":[300,1000]},"sourceSentences":{"hourly":"Barry’s hourly charges range from $100/hr to $175/hr depending upon the complexity of the client’s situation, the services to be provided, and the scope of effort involved.","flat":"When the planning service is provided for a Fixed-Fee, the fee is generally payable in advance if it is $1,000 or less.","annual":"Typical retainers range from $300 to $1000."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030451","page":"https://plannerfees.com/planners/barry-f-t-bolker-134853/"},{"crd":287612,"name":"Barson Financial Planning","city":"San Mateo","state":"CA","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Comprehensive Financial Planning consists of a one-time charge in the range of $500-$5,000 and an 8 ongoing fee that is paid monthly, quarterly or semi-annually in advance, at the rate of $100-1000 per period."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999693","page":"https://plannerfees.com/planners/barson-financial-planning-287612/"},{"crd":284466,"name":"Bartee Capital Management, LLC","city":"Montgomery","state":"TX","fees":{"hourly":[500,500],"flat":[3000,3000]},"sourceSentences":{"flat":"Fixed fees vary and do not exceed $3,000 per plan, and hourly rates also vary and do not exceed $500 per hour.","hourly":"Fixed fees vary and do not exceed $3,000 per plan, and hourly rates also vary and do not exceed $500 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023893","page":"https://plannerfees.com/planners/bartee-capital-management-llc-284466/"},{"crd":124293,"name":"Bartley Financial Advisors, LLC","city":"Bedford","state":"NH","fees":{"annual":[6000,6000]},"sourceSentences":{"annual":"A minimum annual fee of less than $6,000 may be set up when the client and the advisor anticipate the client will add additional funds to their accounts or agree upon an increase in the annual fee to bring the total fee to $6,000 within a reasonable time."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021925","page":"https://plannerfees.com/planners/bartley-financial-advisors-llc-124293/"},{"crd":325215,"name":"Barton Financial Group LLC","city":"Kyle","state":"TX","fees":{"monthly":[49,339]},"sourceSentences":{"monthly":"Limited Premier $49/mo. $339/mo."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003199","page":"https://plannerfees.com/planners/barton-financial-group-llc-325215/"},{"crd":315253,"name":"Bas Capital Management LLC","city":"Moultonboro","state":"NH","fees":{"hourly":[200,300],"flat":[3000,10000]},"sourceSentences":{"flat":"BAS’s financial planning fees are negotiable, but generally range from $3,000 to $10,000 on a fixed-fee basis and $200 to $300 on an hourly basis, depending upon the level and scope of the services required and the professional rendering the service(s).","hourly":"BAS’s financial planning fees are negotiable, but generally range from $3,000 to $10,000 on a fixed-fee basis and $200 to $300 on an hourly basis, depending upon the level and scope of the services required and the professional rendering the service(s)."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032750","page":"https://plannerfees.com/planners/bas-capital-management-llc-315253/"},{"crd":321991,"name":"Base Wealth Management","city":"Lakewood Ranch","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $500 per hour, but may be negotiated in advance."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024835","page":"https://plannerfees.com/planners/base-wealth-management-321991/"},{"crd":289538,"name":"Basepoint Wealth, LLC","city":"Cedar Rapids","state":"IA","fees":{"hourly":[100,400]},"sourceSentences":{"hourly":"For separately billed engagements, financial planning and consulting services are offered at an hourly rate ranging from $100 to $400 per hour or as a fixed engagement fee."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056410","page":"https://plannerfees.com/planners/basepoint-wealth-llc-289538/"},{"crd":289419,"name":"Basile Financial Group, Inc.","city":"Palm Harbor","state":"FL","fees":{"hourly":[150,150],"flat":[2500,3000]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services may be offered based on an hourly fee of $150 per hour.","flat":"Financial Planning and Consulting Services may be offered based on a flat fee between $2,500 and $3,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032229","page":"https://plannerfees.com/planners/basile-financial-group-inc-289419/"},{"crd":329731,"name":"Basilic","city":"Denver","state":"CO","fees":{"hourly":[425,425],"flat":[0,5000]},"sourceSentences":{"flat":"The fixed rate for creating client pension plans is between $0 and $5,000.","hourly":"The hourly fee for these services is $425."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004446","page":"https://plannerfees.com/planners/basilic-329731/"},{"crd":313393,"name":"Baskin Financial Planning","city":"Colorado Springs","state":"CO","fees":{"flat":[500,3000],"monthly":[250,3000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront fee of $500-$3,000 and an ongoing monthly fee of $250-$3,000 that is paid monthly in arrears and may be negotiable in certain cases.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront fee of $500-$3,000 and an ongoing monthly fee of $250-$3,000 that is paid monthly in arrears and may be negotiable in certain cases."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009507","page":"https://plannerfees.com/planners/baskin-financial-planning-313393/"},{"crd":165450,"name":"Bason Asset Management","city":"Lakewood","state":"CO","fees":{"flat":[3000,4000],"quarterly":[1450,1450],"annual":[5800,5800]},"sourceSentences":{"annual":"Fees for services provided under 4 Bason’s Asset Management Agreement currently include an initial flat fee for initial portfolio design and set-up that ranges from $1,500 and $3,000 depending upon the scope and complexity of the services required and an ongoing annual fee of $5,800 per client or $1,450 per quarter.","quarterly":"Fees for services provided under 4 Bason’s Asset Management Agreement currently include an initial flat fee for initial portfolio design and set-up that ranges from $1,500 and $3,000 depending upon the scope and complexity of the services required and an ongoing annual fee of $5,800 per client or $1,450 per quarter.","flat":"A typical project engagement fee is $3,000 - $4,000 and is billed in arrears not less frequently than quarterly."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010576","page":"https://plannerfees.com/planners/bason-asset-management-165450/"},{"crd":170825,"name":"Bassett Financial Advisors","city":"Fort Wayne","state":"IN","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING BARPS charges an hourly fee of $150 per hour for financial planning."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008514","page":"https://plannerfees.com/planners/bassett-financial-advisors-170825/"},{"crd":284892,"name":"Bates Wealth Management, LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services cancelled after five (5) days of signing the advisory agreement will be billed on a pro rata basis for work completed. 4 Bates Wealth Management, LLC HOURLY FEES Financial Planning Services are offered based on a negotiable hourly rate of $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035542","page":"https://plannerfees.com/planners/bates-wealth-management-llc-284892/"},{"crd":313567,"name":"Batman Wealth Management, LLC","city":"Lake Mary","state":"FL","fees":{"annual":[6000,6000]},"sourceSentences":{"annual":"Total revenue is less than $6,000 per year."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=713466","page":"https://plannerfees.com/planners/batman-wealth-management-llc-313567/"},{"crd":148582,"name":"Bautis Financial, LLC","city":"Montclair","state":"NJ","fees":{"annual":[1200,10000]},"sourceSentences":{"annual":"Assistance to loved ones - Gifting Strategies - Putting a caregiving plan together - How best to save for collect Tax Planning - Review of cost basis for client’s securities - Opportunities to harvest tax losses - Potential roth conversions - Health Savings and FSA analysis Other Factors - Does the client want us…"},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009769","page":"https://plannerfees.com/planners/bautis-financial-llc-148582/"},{"crd":301150,"name":"Bautista Planning and Analytics, LLC","city":"Sandy","state":"OR","fees":{"hourly":[150,300],"flat":[1000,10000],"monthly":[100,833]},"sourceSentences":{"flat":"The fixed fee can range between $1,000 and $10,000 depending on the needs of the client.","hourly":"Financial Planning fee is an hourly rate between $150.00 and $300.00 per hour, depending on complexity.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $750-$5,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100-$833 per month based on the needs and complexity of the client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035209","page":"https://plannerfees.com/planners/bautista-planning-and-analytics-llc-301150/"},{"crd":135035,"name":"Bavarian Wealth Management, Inc.","city":"New Orleans","state":"LA","fees":{"hourly":[250,250],"flat":[1000,2500]},"sourceSentences":{"flat":"The fee for a financial plan generally ranges between $1000 and $2500.","hourly":"For clients who request specific consulting related services, BWM charges an hourly fee of $250."},"brochureDate":"11/6/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=929807","page":"https://plannerfees.com/planners/bavarian-wealth-management-inc-135035/"},{"crd":140796,"name":"Bay Capital Advisors, LLC","city":"Virginia Beach","state":"VA","fees":{"hourly":[500,500],"flat":[3500,10000]},"sourceSentences":{"hourly":"As policy of Bay Capital, the fee will not exceed $500 per hour.","flat":"The fixed fee can range between $3,500 and $10,000 and is typically based on a $350 per hour rate."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015451","page":"https://plannerfees.com/planners/bay-capital-advisors-llc-140796/"},{"crd":152583,"name":"Bay Colony Advisors","city":"Concord","state":"MA","fees":{"hourly":[150,500],"flat":[1500,100000],"annual":[4000,50000]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services BCA offers financial planning and consulting services on an hourly basis ranging between $150 to $500 per hour or as a fixed engagement fee ranging from $1,500 to $100,000.","flat":"Financial Planning and Consulting Services BCA offers financial planning and consulting services on an hourly basis ranging between $150 to $500 per hour or as a fixed engagement fee ranging from $1,500 to $100,000.","annual":"A flat rate fee will range between $4,000 and $50,000 annually."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023601","page":"https://plannerfees.com/planners/bay-colony-advisors-152583/"},{"crd":294000,"name":"Bay Harbor Wealth Management, LLC","city":"Hunt Valley","state":"MD","fees":{"hourly":[500,500],"flat":[500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500 per hour.","flat":"Flat fees will range from $500 to $10,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022760","page":"https://plannerfees.com/planners/bay-harbor-wealth-management-llc-294000/"},{"crd":340986,"name":"Bay Pointe Financial","city":"New Baltimore","state":"MI","fees":{"hourly":[100,500],"flat":[1000,12000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $12,000, based upon complexity of the plan.","hourly":"The negotiated hourly fee for these services is between $100 and $500 based upon complexity of the services."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059885","page":"https://plannerfees.com/planners/bay-pointe-financial-340986/"},{"crd":290095,"name":"Bay Rivers Group Wealth Partners","city":"Williamsburg","state":"VA","fees":{"hourly":[250,500],"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000.","hourly":"The negotiated hourly fee for these services is between $250 and $500."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000031","page":"https://plannerfees.com/planners/bay-rivers-group-wealth-partners-290095/"},{"crd":284867,"name":"Baybridge Capital Group, LLC","city":"Livermore","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"BBCG may charge a fixed fee based on $200/hour, the client will agree to the total fee prior to services being rendered and will not be charged more if hours of service exceed the estimated length of time."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001671","page":"https://plannerfees.com/planners/baybridge-capital-group-llc-284867/"},{"crd":342400,"name":"Bayleaf Financial Services","city":"Dublin","state":"CA","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $10,000.","hourly":"The hourly fee for these services is $250."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057492","page":"https://plannerfees.com/planners/bayleaf-financial-services-342400/"},{"crd":307768,"name":"Baynes Financial LLC","city":"Rancho Cucamonga","state":"CA","fees":{"hourly":[100,500],"monthly":[100,500]},"sourceSentences":{"hourly":"These fees are negotiable and typically range from a rate of $100 to $500 per hour, a $100 to $500 monthly fee, or a fixed fee $500 to $50,000, although could be more or less depending upon the level and scope of the services and the professional rendering the financial planning, consulting and other services.","monthly":"These fees are negotiable and typically range from a rate of $100 to $500 per hour, a $100 to $500 monthly fee, or a fixed fee $500 to $50,000, although could be more or less depending upon the level and scope of the services and the professional rendering the financial planning, consulting and other services."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047977","page":"https://plannerfees.com/planners/baynes-financial-llc-307768/"},{"crd":226708,"name":"Bayntree Wealth Advisors, LLC","city":"Scottsdale","state":"AZ","fees":{"monthly":[1200,1200]},"sourceSentences":{"monthly":"No client enrolled in monthly subscription billing will be billed more than $1,200 in fees in any six month period without the receipt of ongoing financial planning services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034465","page":"https://plannerfees.com/planners/bayntree-wealth-advisors-llc-226708/"},{"crd":305467,"name":"Bayrock Financial, L.L.C.","city":"Friendswood","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"As part of investment management services On a fixed-fee basis On an hourly basis Through recurring subscription arrangements Hourly planning services are generally billed at: $250 per hour Specific fees and scope are defined in the client agreement."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044575","page":"https://plannerfees.com/planners/bayrock-financial-l-l-c-305467/"},{"crd":306105,"name":"Bayshore Financial Solutions, LLC","city":"St. Petersburg","state":"FL","fees":{"hourly":[250,250],"flat":[1200,1200]},"sourceSentences":{"flat":"AND CONSULTING BFS charges fixed fee of $1,200 to complete a financial plan.","hourly":"Refunds due to the client will be based upon the hours of work completed and calculated at a rate of $250 per hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=742330","page":"https://plannerfees.com/planners/bayshore-financial-solutions-llc-306105/"},{"crd":329073,"name":"Bayview Financial Planning","city":"Lutz","state":"FL","fees":{"hourly":[375,375],"flat":[1500,1500]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 to 12,000.","hourly":"Our hourly rate is $375, with a 4-hour minimum."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999771","page":"https://plannerfees.com/planners/bayview-financial-planning-329073/"},{"crd":284360,"name":"Bayworth Capital","city":"Chicago","state":"IL","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Bayworth Capital charges a fixed fee ranging from $1,000 to $10,000 for financial planning and consulting services."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020984","page":"https://plannerfees.com/planners/bayworth-capital-284360/"},{"crd":115969,"name":"BBJS Financial Advisors, LLC","city":"Seattle","state":"WA","fees":{"hourly":[132,416]},"sourceSentences":{"hourly":"Our hourly rates range between $132 and $416, depending on who is performing the service."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030151","page":"https://plannerfees.com/planners/bbjs-financial-advisors-llc-115969/"},{"crd":140913,"name":"Bca Private Wealth, Inc.","city":"Greenville","state":"SC","fees":{"hourly":[125,500],"annual":[2000,2000]},"sourceSentences":{"annual":"The fee tier will be based on the assets managed per client household, and there is a minimum fee of $2,000 per year.","hourly":"BCA’s hourly fee will be billed at a rate ranging from $125 to $500 based on the complexity and skill level/experience needed for each client."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009996","page":"https://plannerfees.com/planners/bca-private-wealth-inc-140913/"},{"crd":322276,"name":"Bco Wealth Management, LLC","city":"Carlsbad","state":"NM","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"BCO Wealth uses an average of the daily balance in the client’s account throughout the billing period, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based. 6 Financial Planning Fees Fixed Fees The negotiated fixed rate…"},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017985","page":"https://plannerfees.com/planners/bco-wealth-management-llc-322276/"},{"crd":119670,"name":"BCR Wealth Strategies","city":"Vestavia","state":"AL","fees":{"flat":[1500,10000],"annual":[6250,6250]},"sourceSentences":{"flat":"BCR Wealth Strategies’ financial planning and consulting fees are negotiable, but generally range from a fixed fee of $1,500 to $10,000, or up to $500 on an hourly rate basis, depending upon 2 the level and scope of the services and the BCR Wealth Strategies professional rendering the financial planning and/or the…","annual":"BCR Wealth Strategies requires a minimum fee of $6,250 per year and may be charged an annual administrative fee of $300."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059250","page":"https://plannerfees.com/planners/bcr-wealth-strategies-119670/"},{"crd":115489,"name":"BCS Wealth Management, LLC","city":"Johnson City","state":"TN","fees":{"hourly":[100,550]},"sourceSentences":{"hourly":"Hourly rates range from $100 - $550 with a minimum total fee of $750."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018521","page":"https://plannerfees.com/planners/bcs-wealth-management-llc-115489/"},{"crd":164173,"name":"Bcu Wealth Advisors, LLC","city":"Vernon Hills","state":"IL","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"We provide our financial planning and investment consultation services on a fixed-fee basis, with fees typically ranging from $1,000 to $10,000 per project."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056857","page":"https://plannerfees.com/planners/bcu-wealth-advisors-llc-164173/"},{"crd":336541,"name":"BDB Wealth Advisors LLC","city":"Red Lion","state":"PA","fees":{"hourly":[100,100],"monthly":[65,65]},"sourceSentences":{"monthly":"The subscription plan is $65 per month.","hourly":"Additional time is billed at $100 per hour."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055933","page":"https://plannerfees.com/planners/bdb-wealth-advisors-llc-336541/"},{"crd":108445,"name":"BDC Capital Management, Inc.","city":"Glen Allen","state":"VA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"For broad-based financial planning services, we charge a fixed fee based upon an hourly rate of $250."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045736","page":"https://plannerfees.com/planners/bdc-capital-management-inc-108445/"},{"crd":287680,"name":"BDFS Capital LLC","city":"Rehoboth Beach","state":"DE","fees":{"hourly":[100,250],"flat":[500,5000]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $500 and $5,000.","hourly":"The negotiated hourly fee for these services is between $100 and $250."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005112","page":"https://plannerfees.com/planners/bdfs-capital-llc-287680/"},{"crd":309290,"name":"BDJ Wealth Management LLC","city":"Plano","state":"TX","fees":{"annual":[15000,15000]},"sourceSentences":{"annual":"She receives $15,000 per year in compensation with 5 to 10 hours dedicated to this activity per month. 07/01/2014 – Present:"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034710","page":"https://plannerfees.com/planners/bdj-wealth-management-llc-309290/"},{"crd":327173,"name":"Be Brave Not Broke LLC","city":"Albuquerque","state":"NM","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees are based on an hourly rate of $300 and determined before the engagement begins."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024624","page":"https://plannerfees.com/planners/be-brave-not-broke-llc-327173/"},{"crd":308905,"name":"Be Your Best Financial","city":"Littleton","state":"CO","fees":{"hourly":[320,320],"flat":[3800,12000]},"sourceSentences":{"flat":"For individual financial plans, we charge a fixed fee ranging from $3,800 to $12,000.","hourly":"For standalone consultations or limited engagements that do not include a financial plan, we charge $320 per hour, billed in 10 minute increments."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056412","page":"https://plannerfees.com/planners/be-your-best-financial-308905/"},{"crd":335101,"name":"Beacon Advisors","city":"Austin","state":"TX","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"flat":"Financial planning services offered under a fixed fee arrangement will not exceed $10,000 and hourly fee arrangements will not exceed $500 per hour, based on the scope and complexity of the services to be provided.","hourly":"Financial planning services offered under a fixed fee arrangement will not exceed $10,000 and hourly fee arrangements will not exceed $500 per hour, based on the scope and complexity of the services to be provided."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036804","page":"https://plannerfees.com/planners/beacon-advisors-335101/"},{"crd":321705,"name":"Beacon Bridge Wealth Partners, LLC","city":"Lower Gwynedd","state":"PA","fees":{"flat":[2000,24000]},"sourceSentences":{"flat":"Fees for Financial Planning and Consulting Services Clients that are receiving financial planning services only are charged a one time fixed fee ranging from $2,000 to $24,000, depending on the complexity of a client’s plan and services provided."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043175","page":"https://plannerfees.com/planners/beacon-bridge-wealth-partners-llc-321705/"},{"crd":156228,"name":"Beacon Capital Management, LLC","city":"Franklin","state":"TN","fees":{"hourly":[250,500],"flat":[1200,10000],"annual":[1200,15000]},"sourceSentences":{"flat":"As outlined in that 3rd Party Advisory agreement, the 3rd Party Advisor’s Fees typically will be deducted directly from the client’s account on either a monthly or quarterly basis in arrears. a) Financial Planning Services As noted in Item 4, Beacon offers financial planning as part of the portfolio management…","hourly":"As outlined in that 3rd Party Advisory agreement, the 3rd Party Advisor’s Fees typically will be deducted directly from the client’s account on either a monthly or quarterly basis in arrears. a) Financial Planning Services As noted in Item 4, Beacon offers financial planning as part of the portfolio management…","annual":"Fixed fees are based on the complexity of the services to be performed and will range from $1,200 to $15,000 per annum, with a minimum fee of $1,200 per year."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017869","page":"https://plannerfees.com/planners/beacon-capital-management-llc-156228/"},{"crd":125085,"name":"Beacon Financial Advisers, Inc.","city":"Conyers","state":"GA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees for services provided beyond those defined in Item 4 will be billed at a rate of $300 per hour for principal and $150 per hour for associate adviser, plus travel costs."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024782","page":"https://plannerfees.com/planners/beacon-financial-advisers-inc-125085/"},{"crd":119672,"name":"Beacon Financial Advisors","city":"Rye Brook","state":"NY","fees":{"hourly":[1000,1000]},"sourceSentences":{"hourly":"The maximum hourly rate for financial planning services is $1,000 per hour for Investment Adviser Representatives and $500 per hour for Support Staff."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031609","page":"https://plannerfees.com/planners/beacon-financial-advisors-119672/"},{"crd":121502,"name":"Beacon Financial Advisors, LLC","city":"Independence","state":"MO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our fees for services are charged at an hourly rate of $250.00 per hour for Financial Planning and Financial Consultation Services."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001156","page":"https://plannerfees.com/planners/beacon-financial-advisors-llc-121502/"},{"crd":174334,"name":"Beacon Financial Advisory LLC","city":"Cleveland","state":"OH","fees":{"flat":[250,20000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the client contract generally with 30 days' written notice. 9 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $250 and $20,000.00."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020222","page":"https://plannerfees.com/planners/beacon-financial-advisory-llc-174334/"},{"crd":157454,"name":"Beacon Financial Management LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[200,200],"flat":[3000,3000]},"sourceSentences":{"hourly":"Hourly rate for limited scope engagements is $200.","flat":"For Comprehensive Financial Plan, the fee is $3,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018967","page":"https://plannerfees.com/planners/beacon-financial-management-llc-157454/"},{"crd":340096,"name":"Beacon Financial Planning","city":"Bloomington","state":"IN","fees":{"hourly":[150,150],"flat":[1500,3000]},"sourceSentences":{"flat":"Beacon Financial Planning will charge a fixed fee for financial planning services in the range of $1,500 to $3,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.","hourly":"The Advisor’s hourly fee will be billed at a rate of $150 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000647","page":"https://plannerfees.com/planners/beacon-financial-planning-340096/"},{"crd":175372,"name":"Beacon Financial Planning, Inc","city":"Hyannis","state":"MA","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"Beacon offers on-going financial planning services for an annual fee of $5,000, billed at the end of each calendar quarter."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054961","page":"https://plannerfees.com/planners/beacon-financial-planning-inc-175372/"},{"crd":132987,"name":"Beacon Financial Strategies Corp.","city":"Raleigh","state":"NC","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Beacon’s current hourly fee rate is $400."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008170","page":"https://plannerfees.com/planners/beacon-financial-strategies-corp-132987/"},{"crd":339717,"name":"Beacon Freedom Advisory, LLC","city":"Williamsburg","state":"VA","fees":{"hourly":[350,350],"flat":[2000,3500],"monthly":[200,200]},"sourceSentences":{"hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour.","flat":"The fixed fee can range between $2,000.00 and $3,500.00, depending on the complexity and needs of the client.","monthly":"Consulting and On-Going Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,500, paid upon execution of the client agreement, and an ongoing fee which is paid in arrears, at the rate of $200.00 per month."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053764","page":"https://plannerfees.com/planners/beacon-freedom-advisory-llc-339717/"},{"crd":300243,"name":"Beacon Harbor Wealth Advisors","city":"Virginia Beach","state":"VA","fees":{"hourly":[300,300],"flat":[1000,50000]},"sourceSentences":{"flat":"The fixed fee can range between $1,000.00 and $50,000.00, depending on the needs of the client and complexity of case.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051239","page":"https://plannerfees.com/planners/beacon-harbor-wealth-advisors-300243/"},{"crd":338731,"name":"Beacon Light Wealth Management","city":"Carnegie","state":"PA","fees":{"hourly":[500,500],"flat":[1000,5000]},"sourceSentences":{"flat":"The fixed planning fee typically ranges from $1,000 to $5,000 per engagement, based on the anticipated scope and complexity of the work.","hourly":"The fixed fee for financial planning services will not exceed $500 per hour for services rendered."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058326","page":"https://plannerfees.com/planners/beacon-light-wealth-management-338731/"},{"crd":131592,"name":"Beacon Rock Wealth Advisors","city":"Camas","state":"WA","fees":{"hourly":[150,350]},"sourceSentences":{"hourly":"Such engagements will be documented in writing and BRC will charge an hourly rate of between $150.00 and $350 in arrears for such services and invoiced monthly."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020239","page":"https://plannerfees.com/planners/beacon-rock-wealth-advisors-131592/"},{"crd":226547,"name":"Beacon Trust","city":"Morristown","state":"NJ","fees":{"flat":[5000,15000],"quarterly":[250,250]},"sourceSentences":{"flat":"These fees are negotiable but generally range from $5,000 to $15,000 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","quarterly":"E) For accounts that were managed by TLFI prior to its acquisition by BIAS, TLFI charges clients a monthly advisory fee, payable in advance at mid-month in the month that services are provided, with a minimum quarterly fee of $250."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031907","page":"https://plannerfees.com/planners/beacon-trust-226547/"},{"crd":312556,"name":"Beacon Wealthcare LLC","city":"Raleigh","state":"NC","fees":{"flat":[15000,15000]},"sourceSentences":{"flat":"The flat fee is no higher than $15,000, varying depending on complexity and scope of the plan environment."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002649","page":"https://plannerfees.com/planners/beacon-wealthcare-llc-312556/"},{"crd":107238,"name":"Beaird Harris","city":"Dallas","state":"TX","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"Except as described in Item 7 below Adviser charges a minimum annual fee of $10,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027167","page":"https://plannerfees.com/planners/beaird-harris-107238/"},{"crd":110969,"name":"Beale Healy Investment Advisors Inc","city":"Richmond","state":"VA","fees":{"hourly":[100,225]},"sourceSentences":{"hourly":"The fee for specialized reports will be the planner's time at his hourly rate (usually in the range of $100-$225), plus computer, telephone, postage, and any miscellaneous expenses."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034496","page":"https://plannerfees.com/planners/beale-healy-investment-advisors-inc-110969/"},{"crd":109867,"name":"Beam Wealth Advisors, Inc.","city":"Covington","state":"LA","fees":{"hourly":[100,400],"flat":[600,15000]},"sourceSentences":{"flat":"These fees are negotiable but generally range from $600 to $15,000 on a fixed fee basis and/or from $100 to $400 on an hourly basis, depending upon the scope and complexity of the services provided.","hourly":"These fees are negotiable but generally range from $600 to $15,000 on a fixed fee basis and/or from $100 to $400 on an hourly basis, depending upon the scope and complexity of the services provided."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035170","page":"https://plannerfees.com/planners/beam-wealth-advisors-inc-109867/"},{"crd":343699,"name":"Bear & Eagle Investments LLC","city":"Cleves","state":"OH","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Stand-alone financial planning is billed at $100 per hour after services are performed."},"brochureDate":"8/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056464","page":"https://plannerfees.com/planners/bear-eagle-investments-llc-343699/"},{"crd":288876,"name":"Bear Peak Financial, LLC","city":"Boulder","state":"CO","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Item 5 Additional Compensation 11 In addition to quarterly fees paid by clients based on the total value of their invested assets, Bear Peak Financial, LLC may perform other specific investment advisory services as requested by a Client for a fee of $200 per hour not to exceed a maximum number of hours as agreed by…"},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045735","page":"https://plannerfees.com/planners/bear-peak-financial-llc-288876/"},{"crd":305257,"name":"Bearing Financial Advisors, LLC","city":"Austin","state":"TX","fees":{"hourly":[150,900]},"sourceSentences":{"hourly":"All Assets 0.25% - 1.45% Financial Planning and Consulting Fee Schedule Plan Planning Fee Hourly Fee The Skiff Plan $900 $150 The Sloop Plan $1,500 $200 FEE BILLING & PAYMENT Asset management fees are expressed as an annual percentage of the portfolio and are paid quarterly or monthly, in advance."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008368","page":"https://plannerfees.com/planners/bearing-financial-advisors-llc-305257/"},{"crd":332023,"name":"Bearing Point Capital","city":"Richfield","state":"MN","fees":{"flat":[1000,150000]},"sourceSentences":{"flat":"Clients that are receiving financial planning services only are charged a fixed fee ranging from $1,000 to $150,000, depending upon the complexity of a client’s plan and services provided."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042878","page":"https://plannerfees.com/planners/bearing-point-capital-332023/"},{"crd":282611,"name":"Beck Bode LLC","city":"Dedham","state":"MA","fees":{"flat":[500,12000]},"sourceSentences":{"flat":"Fees for Other Services Certain non-investment services, including accounting services, may be subject to separate fees as agreed in writing. 8 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is from $500 to $12,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038988","page":"https://plannerfees.com/planners/beck-bode-llc-282611/"},{"crd":110489,"name":"Becker Capital Management, Inc.","city":"Portland","state":"OR","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services For certain financial planning/consulting services agreed to with the client, BCM may charge a fixed fee depending on the nature and complexity of each client's circumstances (ranging from $100 to $500 an hour)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036133","page":"https://plannerfees.com/planners/becker-capital-management-inc-110489/"},{"crd":113783,"name":"Becker Financial Services","city":"Tucson","state":"AZ","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial plans are provided at an hourly rate of $150.00 per hour."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000355","page":"https://plannerfees.com/planners/becker-financial-services-113783/"},{"crd":332761,"name":"Bee Financial Partners Wealth, LLC","city":"Houston","state":"TX","fees":{"hourly":[250,350],"flat":[2000,10000]},"sourceSentences":{"flat":"For standalone Financial Planning, the fees payable to BEE FPW range from $2,000.00 $10,000.00, as outlined in the Financial Planning Agreement.","hourly":"Financial Planning fees payable to BEE FPW range from $250.00 to $350.00 per hour."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055620","page":"https://plannerfees.com/planners/bee-financial-partners-wealth-llc-332761/"},{"crd":166150,"name":"Beekman Financial Planning LLC","city":"New York","state":"NY","fees":{"hourly":[250,250],"flat":[250,10000]},"sourceSentences":{"hourly":"The hourly rateis $250 per hour; billed in 15-minuteincrements, and apartial increment will betreated as a whole increment.","flat":"Financial Planning and Investment Consultation Services At our firm's discretion, we offer financial planning and investment consultation services on a fixed fee basis, generally rangingfrom $250 to $10,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017367","page":"https://plannerfees.com/planners/beekman-financial-planning-llc-166150/"},{"crd":160286,"name":"Beers Kight Financial Advisors, LLC","city":"Columbia","state":"SC","fees":{"hourly":[100,150],"flat":[600,1400],"annual":[3000,3000]},"sourceSentences":{"annual":"BKFA generally manages securities portfolios with a minimum value of $300,000 and generally charges a minimum annual fee of $3,000; however, these minimums are negotiable.","hourly":"Fees on an hourly-rate basis are calculated and charged based on the actual number of hours worked at an hourly rate ranging from $100 to $150 per hour.","flat":"Fixed fees generally range from $600 to $1,400; however, fixed fees may exceed these amounts depending on the specific arrangement reached with the client and the complexity of the plan."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028211","page":"https://plannerfees.com/planners/beers-kight-financial-advisors-llc-160286/"},{"crd":155519,"name":"Behage Financial","city":"Campbell","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly rate for Consultation Services starts at $300/hr."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013373","page":"https://plannerfees.com/planners/behage-financial-155519/"},{"crd":300281,"name":"Behl Wealth Management","city":"Delafield","state":"WI","fees":{"hourly":[300,300],"flat":[3500,15000],"monthly":[300,1500],"annual":[4000,4000]},"sourceSentences":{"annual":"Our standard advisory fee is based on the market value of the assets under management and is calculated as follows: 7 There is a minimum annual fee of $4,000 per year for all households.","monthly":"Comprehensive Financial Planning consists of an upfront charge typically ranging from $2,500 to $10,000, and an ongoing fee that is paid monthly, in advance, typically ranging from $300 to $1,500 per month.","flat":"The fixed fee is typically $3,500 to $15,000 based on complexity.","hourly":"Additionally, Financial Planning is available at an hourly rate of $300 per hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013379","page":"https://plannerfees.com/planners/behl-wealth-management-300281/"},{"crd":167103,"name":"Beirne.","city":"Darien","state":"CT","fees":{"flat":[250,5000]},"sourceSentences":{"flat":"These fees are negotiable but generally range from $250 to $5,000 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055117","page":"https://plannerfees.com/planners/beirne-167103/"},{"crd":334807,"name":"Belay Finance","city":"Montgomery","state":"OH","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee of $2,500."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057038","page":"https://plannerfees.com/planners/belay-finance-334807/"},{"crd":326354,"name":"Bell City Wealth, Inc.","city":"Hillsboro","state":"OH","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"Additional consultation is offered at the rate of $100-$250 per hour."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010565","page":"https://plannerfees.com/planners/bell-city-wealth-inc-326354/"},{"crd":309065,"name":"Bell Financial Planning","city":"South Lyon","state":"MI","fees":{"hourly":[250,250],"flat":[500,5000],"monthly":[250,500]},"sourceSentences":{"monthly":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 8 Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $250$500 per month.","flat":"The fixed fee can range between $500 and $5,000, depending on complexity and the needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"1/26/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=808441","page":"https://plannerfees.com/planners/bell-financial-planning-309065/"},{"crd":108383,"name":"Bell Investment Advisors Inc","city":"Orinda","state":"CA","fees":{"hourly":[150,150],"flat":[10000,10000]},"sourceSentences":{"hourly":"If an investment management client requests BIA to provide financial consultation services in addition to the management of the client’s portfolio, BIA charges an hourly rate of $150.","flat":"BIA also offers customized fee-only financial planning services starting at $10,000, depending upon the complexity of the client’s financial circumstances and the number and types of planning services requested."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048101","page":"https://plannerfees.com/planners/bell-investment-advisors-inc-108383/"},{"crd":338986,"name":"Bellars Harris Wealth Management","city":"Virginia Beach","state":"VA","fees":{"flat":[5000,25000]},"sourceSentences":{"flat":"Clients that are receiving financial planning services only are charged a fixed fee ranging from $5,000.00 to $25,000.00, depending upon the complexity of a client’s plan and services provided."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043189","page":"https://plannerfees.com/planners/bellars-harris-wealth-management-338986/"},{"crd":129194,"name":"Bellevue Asset Management, LLC","city":"Bellevue","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees for planning services are based on an hourly rate of $200.00 per hour, due at time of service."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010718","page":"https://plannerfees.com/planners/bellevue-asset-management-llc-129194/"},{"crd":167919,"name":"Belloadvisers, LLC","city":"Kailua","state":"HI","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"BALLC charges fees for Financial Planning at the rate of $150.00 per hour, plus Hawaii General Excise Tax."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021187","page":"https://plannerfees.com/planners/belloadvisers-llc-167919/"},{"crd":153633,"name":"Bellwether Capital Management LLC","city":"Fair Oaks","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"AUM Annual Fee < $1 mm 1.00% $1 mm < $3 mm 0.89% $3 mm < $5 mm 0.79% $5 mm < $10 mm 0.69% $10 mm + Negotiable For FAS, fees are based on an hourly rate of $500 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019646","page":"https://plannerfees.com/planners/bellwether-capital-management-llc-153633/"},{"crd":148114,"name":"Bellwether Investment Group, LLC","city":"Hixson","state":"TN","fees":{"hourly":[75,400],"flat":[1000,15000]},"sourceSentences":{"flat":"Bellwether’s planning and consulting fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis, and from $75 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Bellwether’s planning and consulting fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis, and from $75 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007576","page":"https://plannerfees.com/planners/bellwether-investment-group-llc-148114/"},{"crd":306126,"name":"Bellwether Investment Services LLC","city":"Loveland","state":"OH","fees":{"hourly":[50,50]},"sourceSentences":{"hourly":"Our Financial Planning fee is $50 per hour, and a two-hour minimum is required for a financial plan on a stand-alone basis."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003390","page":"https://plannerfees.com/planners/bellwether-investment-services-llc-306126/"},{"crd":292974,"name":"Belonging Wealth Management","city":"Longview","state":"TX","fees":{"hourly":[250,250],"flat":[10000,10000]},"sourceSentences":{"flat":"One-time planning clients will pay a flat fee not to exceed $10,000.","hourly":"Hourly clients pay a rate of $250 per hour."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001533","page":"https://plannerfees.com/planners/belonging-wealth-management-292974/"},{"crd":143440,"name":"Belpointe Asset Management LLC","city":"Reno","state":"NV","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"You should consider the level and complexity of the consulting and/or advisory services to be provided when negotiating the fee with your Advisor. ●​ Hourly Fees Hourly Fees are negotiable, agreed upon in advance between you and your Advisor and shall not exceed $500.00 per hour."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044950","page":"https://plannerfees.com/planners/belpointe-asset-management-llc-143440/"},{"crd":154791,"name":"Beltramo Financial Services, Inc.","city":"Irvine","state":"CA","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"The fixed fee for these services may range from $1,500 to $5,000 based on complexity as determined by the Adviser and agreed upon by the client in advance."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005002","page":"https://plannerfees.com/planners/beltramo-financial-services-inc-154791/"},{"crd":335195,"name":"Belvedere Investments Corporation","city":"Lenoir City","state":"TN","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"FINANCIAL CONSULTING Belvedere charges a fixed fee between $500 and $10,000 dependent upon the complexity of the Client’s specific situation."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019167","page":"https://plannerfees.com/planners/belvedere-investments-corporation-335195/"},{"crd":289190,"name":"Bemiston Asset Management, LLC","city":"Webster Groves","state":"MO","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"Services are offered based on a flat fee starting at $3,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035734","page":"https://plannerfees.com/planners/bemiston-asset-management-llc-289190/"},{"crd":336784,"name":"Bemrose Consulting, LLC","city":"Patchogue","state":"NY","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032479","page":"https://plannerfees.com/planners/bemrose-consulting-llc-336784/"},{"crd":127450,"name":"Ben-David Financial Planning","city":"Shingle Springs","state":"CA","fees":{"quarterly":[2500,5000],"annual":[10000,20000]},"sourceSentences":{"quarterly":"Most retainer fees will fall within a range of $2,500 - $5,000/quarter ($10,000 - $20,000/year); however this retainer fee may exceed $5,000/quarter depending on complexity of client situation and assets to be managed.","annual":"Most retainer fees will fall within a range of $2,500 - $5,000/quarter ($10,000 - $20,000/year); however this retainer fee may exceed $5,000/quarter depending on complexity of client situation and assets to be 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Juliet","state":"TN","fees":{"hourly":[50,250],"flat":[250,5000]},"sourceSentences":{"hourly":"My Financial Planning fees are calculated and charged on an hourly basis, ranging from $50 to $250 per hour.","flat":"My Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $250 to $5,000, depending on the specific arrangement reached with the client."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048900","page":"https://plannerfees.com/planners/benedetti-wealth-advisors-inc-336803/"},{"crd":329818,"name":"Benefit Investing LLC","city":"Denver","state":"CO","fees":{"flat":[500,3500],"quarterly":[75,300]},"sourceSentences":{"quarterly":"Sequential Wealth Curriculum (Quarterly Subscription) Billed quarterly in arrears. ●​ Phase 1: $75 / quarter ●​ Phase 2: $125 / quarter ●​ Phase 3: $250 / quarter ●​ Phase 4: $300 / quarter ●​ An initial 60-minute \"Placement Interview\" is provided at no cost. 2.","flat":"Flat instructional fee ranging from $500 to $3,500, negotiable based on the organization’s mission and scope."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033109","page":"https://plannerfees.com/planners/benefit-investing-llc-329818/"},{"crd":331926,"name":"Benham Advisory Group","city":"Greenwood","state":"IN","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $300 per hour."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006446","page":"https://plannerfees.com/planners/benham-advisory-group-331926/"},{"crd":134950,"name":"Benningfield Financial Advisors, LLC","city":"San Francisco","state":"CA","fees":{"hourly":[375,375],"quarterly":[7500,7500]},"sourceSentences":{"quarterly":"A minimum quarterly fee of $7,500 is assessed if the value of a client’s managed portfolio at the time of the annual fee calculation is below $3,000,000.","hourly":"When there is a need for such services, clients will generally be charged at the rate of $375 an hour and be subject to a separate hourly fee agreement with the client."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007633","page":"https://plannerfees.com/planners/benningfield-financial-advisors-llc-134950/"},{"crd":172474,"name":"Bentley Financial Group","city":"Downers Grove","state":"IL","fees":{"flat":[500,20000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $500 to $20,000, depending on the nature and complexity of each client’s circumstances, payable in advance or upon completion of the plan/project;"},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006951","page":"https://plannerfees.com/planners/bentley-financial-group-172474/"},{"crd":173563,"name":"Bentoak Capital","city":"Weatherford","state":"TX","fees":{"hourly":[50,300],"flat":[500,20000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $500 to $20,000 on a fixed fee basis and/or from $50 to $300 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but generally range from $500 to $20,000 on a fixed fee basis and/or from $50 to $300 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056895","page":"https://plannerfees.com/planners/bentoak-capital-173563/"},{"crd":175286,"name":"Benzer Capital","city":"Missouri City","state":"TX","fees":{"hourly":[950,950],"flat":[1000,100000]},"sourceSentences":{"hourly":"Our hourly rate is $950 and our fixed fee ranges from $1,000 - $100,000.","flat":"Our hourly rate is $950 and our fixed fee ranges from $1,000 - $100,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039415","page":"https://plannerfees.com/planners/benzer-capital-175286/"},{"crd":333070,"name":"Benzina Wealth, LLC","city":"Sarasota","state":"FL","fees":{"annual":[6000,12000]},"sourceSentences":{"annual":"Upon delivery of the comprehensive financial plan, we charge an annual fee of $6,000 - $12,000 for Wealth Management."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046273","page":"https://plannerfees.com/planners/benzina-wealth-llc-333070/"},{"crd":168826,"name":"Berenz Wealth Management, LLC","city":"Littleton","state":"CO","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"FINANCIAL CONSULTING BWM offers financial education and retirement planning services for a negotiable hourly fee of $200."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046237","page":"https://plannerfees.com/planners/berenz-wealth-management-llc-168826/"},{"crd":118673,"name":"Berg Faircloth Investment Advisors","city":"Leesburg","state":"VA","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $250."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016026","page":"https://plannerfees.com/planners/berg-faircloth-investment-advisors-118673/"},{"crd":116513,"name":"Bergland Wealth Management, Inc.","city":"Ridgeland","state":"MS","fees":{"quarterly":[2500,2500],"annual":[10000,10000]},"sourceSentences":{"quarterly":"The minimum quarterly fee is $2,500.","annual":"Fixed fees begin at $10,000 annually ($2,500 each quarter), depending on the scope and complexity of the service and the assets to be managed."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011051","page":"https://plannerfees.com/planners/bergland-wealth-management-inc-116513/"},{"crd":134455,"name":"Berkeley Advisors, Inc.","city":"Atlanta","state":"GA","fees":{"flat":[250,10000]},"sourceSentences":{"flat":"Berkeley Advisors may, at its discretion, charge a flat, specified dollar fee to provide services ranging from $250 to $10,000 depending on the scope of services agreed to with a client."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006861","page":"https://plannerfees.com/planners/berkeley-advisors-inc-134455/"},{"crd":121223,"name":"Berkeley Investment Advisors","city":"San Francisco","state":"CA","fees":{"annual":[6000,6000]},"sourceSentences":{"annual":"Note that the minimum fee is $6,000 annually for the Advisory service levels as compared to the $3,500 minimum for the Full Discretion service level."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045696","page":"https://plannerfees.com/planners/berkeley-investment-advisors-121223/"},{"crd":124873,"name":"Berkshire Money Management, 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hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013800","page":"https://plannerfees.com/planners/berman-mcaleer-332906/"},{"crd":127726,"name":"Berman, Gil","city":"Boulder","state":"CO","fees":{"hourly":[450,450],"quarterly":[1250,10000]},"sourceSentences":{"hourly":"Berman is a fee-only adviser and most clients pay hourly fees at the rate of $450 per hour.","quarterly":"These clients pay $1,250, $2,000, $2,500, $3,000, $6,000 and $10,000 per quarter, respectively."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015243","page":"https://plannerfees.com/planners/berman-gil-127726/"},{"crd":159533,"name":"Bernard Wealth Management Corp.","city":"Royal Oak","state":"MI","fees":{"hourly":[300,300],"flat":[2500,2500],"annual":[1000,20000]},"sourceSentences":{"annual":"The fee may range from $1,000 to $20,000 annually and is billed quarterly, in advance or prorated upon inception of the account(s).","flat":"The standard fee for a financial planning engagement is $2,500.","hourly":"The hourly rate for limited scope planning services is $300."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052692","page":"https://plannerfees.com/planners/bernard-wealth-management-corp-159533/"},{"crd":304560,"name":"Bernstein Financial Advisory","city":"Minneapolis","state":"MN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND CONSULTING Bernstein Financial charges an hourly fee of $250 for financial planning."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008374","page":"https://plannerfees.com/planners/bernstein-financial-advisory-304560/"},{"crd":147987,"name":"Bertram Financial Advisor Services","city":"Mineral 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quarterly in arrears in equal installments.","flat":"Fixed fee rates range from $3,000 to $5,000."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055699","page":"https://plannerfees.com/planners/bespoke-family-advisors-342526/"},{"crd":334845,"name":"Best Case Financial","city":"Greencastle","state":"IN","fees":{"flat":[800,2800],"annual":[3000,3000]},"sourceSentences":{"annual":"The fee for Wealth Management Services is based on Client’s investable assets as described below: ● Investable assets below $300,000 We charge an annual fixed fee of $3,000 for Wealth Management Services.","flat":"We charge a fixed fee of $800 - $2,800 for Project-Based Financial Planning."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055490","page":"https://plannerfees.com/planners/best-case-financial-334845/"},{"crd":221526,"name":"Best Financial Life","city":"Melbourne Beach","state":"FL","fees":{"flat":[2000,10000],"monthly":[500,700],"annual":[2400,2400]},"sourceSentences":{"flat":"JWM Wealth Management, LLC Form ADV Part 2 Page 8 of 29 Types of Fees and Payment Schedule Financial Planning Services Fees Financial planning services consist of an upfront fee between $2,000 and $10,000 for the development and delivery of a financial plan and an ongoing monthly fee between $500 and $700 per month…","monthly":"JWM Wealth Management, LLC Form ADV Part 2 Page 8 of 29 Types of Fees and Payment Schedule Financial Planning Services Fees Financial planning services consist of an upfront fee between $2,000 and $10,000 for the development and delivery of a financial plan and an ongoing monthly fee between $500 and $700 per month…","annual":"Fees for the Maintenance service are $2,400 per year, payable monthly or quarterly."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015019","page":"https://plannerfees.com/planners/best-financial-life-221526/"},{"crd":297599,"name":"Best Invest","city":"San Antonio","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"We charge an hourly fee of $250 per hour for financial planning and consulting services, which may be negotiable depending upon the nature and complexity of the client’s circumstances."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011581","page":"https://plannerfees.com/planners/best-invest-297599/"},{"crd":341171,"name":"Best Life Financial Planning, LLC","city":"Longmont","state":"CO","fees":{"hourly":[200,200],"flat":[1000,7000],"quarterly":[500,2000]},"sourceSentences":{"flat":"Ongoing Financial Planning BLFP collects an initial fee of $1,000 - $7,000.","quarterly":"Fees are paid quarterly in arrears, ranging from $500 - $2,000 per quarter.","hourly":"Our hourly rate is $200."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049543","page":"https://plannerfees.com/planners/best-life-financial-planning-llc-341171/"},{"crd":319232,"name":"Best Life Infinity, LLC","city":"Colorado Springs","state":"CO","fees":{"hourly":[375,375],"annual":[24000,24000]},"sourceSentences":{"hourly":"If hourly fees are charged, the fee shall be no more than $375 per hour.","annual":"In the case where a flat fee is charged for management of assets, the fee shall be billed quarterly, in advance, and will not exceed $24,000 annually."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026603","page":"https://plannerfees.com/planners/best-life-infinity-llc-319232/"},{"crd":342923,"name":"Best Options Financial Planning","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[4000,8000],"annual":[4000,8000]},"sourceSentences":{"annual":"Ongoing Financial Planning 9 We charge a recurring annual fixed fee for Ongoing Financial Planning, ranging from $4,000 to $8,000 per year.","flat":"Fixed fee rates range between $4,000 to $8,000.","hourly":"Our hourly rate is $250."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056760","page":"https://plannerfees.com/planners/best-options-financial-planning-342923/"},{"crd":301639,"name":"Bestgate Wealth Advisors, 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Way","state":"WA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Our flat fee ranges between $2,500 and $10,000 depending on the complexity of the plan and topics covered.."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057942","page":"https://plannerfees.com/planners/better-financial-services-llc-329520/"},{"crd":343636,"name":"Better Planning Better Life Inc.","city":"Seal Beach","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055846","page":"https://plannerfees.com/planners/better-planning-better-life-inc-343636/"},{"crd":317366,"name":"Better Pockets Financial","city":"Fort 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Financial Planning consists of an annual fee ranging between $3,500 - $20,000 per year based on the complexity of the engagement and the estimated time required to develop, implement, and monitor the client’s financial plan.","hourly":"In the event a client terminates services prior to the completion of an initial 12-month engagement period, BBFP reserves the right to calculate fees based on the actual time spent providing services at a rate of $250 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033753","page":"https://plannerfees.com/planners/beyond-balanced-financial-planning-llc-290690/"},{"crd":306240,"name":"Beyond Financial Planning, LLC","city":"Bethesda","state":"MD","fees":{"hourly":[500,500],"annual":[6000,12000]},"sourceSentences":{"annual":"If a client engages BFPL to implement the recommendations contained in the plan, BFPL charges a fixed annual fee ranging from $6,000 to $12,000, depending on the scope and complexity of the client’s financial situation.","hourly":"The fixed fee will never result in an effective hourly rate greater than $500 per hour."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056651","page":"https://plannerfees.com/planners/beyond-financial-planning-llc-306240/"},{"crd":286350,"name":"Beyond Financial Services","city":"Fremont","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"BFS charges an hourly fee for initial consultation at $350 per hour."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008920","page":"https://plannerfees.com/planners/beyond-financial-services-286350/"},{"crd":315621,"name":"Beyond Profit and Wealth 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$600."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016946","page":"https://plannerfees.com/planners/beyond-wealth-advisory-llc-326675/"},{"crd":168738,"name":"Beyond Your Hammock LLC","city":"Boston","state":"MA","fees":{"flat":[500,8000],"monthly":[300,2000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 $8,000.00.","monthly":"Comprehensive Financial Planning via the BYH Wealth Management Program Comprehensive Financial Planning services are billed as ongoing membership cost that is paid monthly, in advance, at the rate of $300.00 to $2000.00 per month."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049407","page":"https://plannerfees.com/planners/beyond-your-hammock-llc-168738/"},{"crd":241793,"name":"Bfa Wealth Management","city":"Delray Beach","state":"FL","fees":{"monthly":[208,208],"annual":[2500,2500]},"sourceSentences":{"annual":"Page 5 BFA Wealth Management, LLC | Form ADV Part 2A and 2B | September 11, 2026 Plan Ongoing: $2,500 per year The fee for Plan Ongoing is $2,500 per year, billed monthly in advance at $208.33 per month.","monthly":"Page 5 BFA Wealth Management, LLC | Form ADV Part 2A and 2B | September 11, 2026 Plan Ongoing: $2,500 per year The fee for Plan Ongoing is $2,500 per year, billed monthly in advance at $208.33 per month."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057558","page":"https://plannerfees.com/planners/bfa-wealth-management-241793/"},{"crd":112877,"name":"BFF Wealth Management, Inc.","city":"Glendale","state":"CA","fees":{"flat":[2250,2250]},"sourceSentences":{"flat":"The fee for this service is a fixed fee of $2,250."},"brochureDate":"12/12/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998439","page":"https://plannerfees.com/planners/bff-wealth-management-inc-112877/"},{"crd":299406,"name":"BFG Wealth Management LLC","city":"Dallas","state":"TX","fees":{"flat":[150,500]},"sourceSentences":{"flat":"The negotiated fixed monthly rate for creating client financial plans is between $150 and $500."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026073","page":"https://plannerfees.com/planners/bfg-wealth-management-llc-299406/"},{"crd":167309,"name":"BG Financial Advisors, LLC","city":"Beaufort","state":"SC","fees":{"hourly":[245,245],"flat":[750,3000]},"sourceSentences":{"hourly":"BG Financial Advisors, LLC ADV Part 2AB February 2026 Page 7 of 23 © 2026 Red Oak Compliance Solutions LLC Service Type Fee Hourly Financial Planning $245 / hour Flat Fee $750-$3000 All fees are negotiable.","flat":"BG Financial Advisors, LLC ADV Part 2AB February 2026 Page 7 of 23 © 2026 Red Oak Compliance Solutions LLC Service Type Fee Hourly Financial Planning $245 / hour Flat Fee $750-$3000 All fees are negotiable."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010606","page":"https://plannerfees.com/planners/bg-financial-advisors-llc-167309/"},{"crd":119234,"name":"BG Financial Planning","city":"Plaistow","state":"NH","fees":{"hourly":[275,275],"flat":[275,275]},"sourceSentences":{"hourly":"Fees for the financial planning are billed at a rate of $275 per hour and are paid as services are rendered.","flat":"The hourly rate for implementation help (if required) after the financial plan is delivered is $275."},"brochureDate":"6/18/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=982229","page":"https://plannerfees.com/planners/bg-financial-planning-119234/"},{"crd":164471,"name":"BG Wealth Advisory, LLC","city":"Mission","state":"KS","fees":{"flat":[150,500]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $150 and $500."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042172","page":"https://plannerfees.com/planners/bg-wealth-advisory-llc-164471/"},{"crd":333512,"name":"Bianco Wealth Advisors LLC","city":"Summit","state":"NJ","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"BWA charges an hourly fee of $400 per hour for financial planning."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012071","page":"https://plannerfees.com/planners/bianco-wealth-advisors-llc-333512/"},{"crd":281788,"name":"Big Cedar Investment Advisors","city":"Scottsdale","state":"AZ","fees":{"hourly":[200,200],"flat":[1000,2500]},"sourceSentences":{"flat":"Service Fee Type and Amount Comprehensive Financial Plan $2,500 fixed fee Annual Financial Plan Review $1,000 fixed fee Separate Financial Planning Consultations $200 hourly fee Big Cedar Investment Advisors may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the…","hourly":"Service Fee Type and Amount Comprehensive Financial Plan $2,500 fixed fee Annual Financial Plan Review $1,000 fixed fee Separate Financial Planning Consultations $200 hourly fee Big Cedar Investment Advisors may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the…"},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042262","page":"https://plannerfees.com/planners/big-cedar-investment-advisors-281788/"},{"crd":330067,"name":"Big Rock Advisors LLC","city":"Sag Harbor","state":"NY","fees":{"hourly":[250,250],"flat":[3000,15000]},"sourceSentences":{"flat":"Fees for a comprehensive financial plan will be a flat fee between $3,000 and $15,000.","hourly":"Consulting services will be offered based on an hourly rate of $250 per hour."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054456","page":"https://plannerfees.com/planners/big-rock-advisors-llc-330067/"},{"crd":299593,"name":"Big Sioux Wealth Management","city":"Watertown","state":"SD","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"-5- HOURLY FEES Financial Planning and Consulting Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012905","page":"https://plannerfees.com/planners/big-sioux-wealth-management-299593/"},{"crd":321272,"name":"Big Sky Wealth Advisors, LLC","city":"Great Falls","state":"MT","fees":{"hourly":[350,350],"flat":[5000,5000]},"sourceSentences":{"flat":"Initial plan fee: $5,000.","hourly":"Josh Horton: $350/hour (increased annually by $25 and may increase with additional credentials)"},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015151","page":"https://plannerfees.com/planners/big-sky-wealth-advisors-llc-321272/"},{"crd":130267,"name":"Bigby Financial Planning, LLC","city":"Lewis Center","state":"OH","fees":{"hourly":[200,200],"flat":[1000,5000],"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum annual fee is $5,000 and is negotiable.","hourly":"The hourly rate for limited scope engagements is $200.","flat":"Fixed fees range from $1,000 to $5,000 on average."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029414","page":"https://plannerfees.com/planners/bigby-financial-planning-llc-130267/"},{"crd":143733,"name":"Bigelow Investment Advisors, LLC","city":"Portland","state":"ME","fees":{"monthly":[165,165]},"sourceSentences":{"monthly":"Basic fee for stand-alone financial planning services is billed at $165 per month on a 12-month contract. 3 Bigelow Investment Advisors Form ADV Part 2A Brochure IARD/CRD No: 143733 SEC File No.: 801- 67875 02/23/2026"},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011058","page":"https://plannerfees.com/planners/bigelow-investment-advisors-llc-143733/"},{"crd":310958,"name":"Bigham Wealth Advisory LLC","city":"Chattanooga","state":"TN","fees":{"hourly":[80,80],"flat":[500,1500]},"sourceSentences":{"hourly":"AND CONSULTING BWA charges an hourly fee of $80 per hour for financial planning.","flat":"BWA charges a flat fee ranging from $500-$1,500 for a basic estate plan and $250 for each property/entity to be added to the estate plan."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057878","page":"https://plannerfees.com/planners/bigham-wealth-advisory-llc-310958/"},{"crd":149740,"name":"Bighorn Wealth Management","city":"Thornton","state":"CO","fees":{"hourly":[200,300],"flat":[6500,35000]},"sourceSentences":{"hourly":"Our Financial Planning fees may be calculated and charged on an hourly basis, ranging from $200 to $300 per hour.","flat":"Our Financial Planning fees may be calculated and charged on a fixed fee basis, typically ranging from $6,500 to $35,000, depending on the specific arrangement reached with the client."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046182","page":"https://plannerfees.com/planners/bighorn-wealth-management-149740/"},{"crd":133561,"name":"Bill Few Associates, Inc.","city":"Sewickley","state":"PA","fees":{"hourly":[200,300],"flat":[500,5000]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $5,000, depending on the specific arrangement reached with the client.","hourly":"Our Consulting Services fees are calculated and charged on an hourly basis, ranging from $200 to $300 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034805","page":"https://plannerfees.com/planners/bill-few-associates-inc-133561/"},{"crd":140731,"name":"Bill Losey Retirement Solutions, LLC","city":"The Villages","state":"FL","fees":{"hourly":[250,500],"flat":[500,5000]},"sourceSentences":{"flat":"The client should compare the fee billing percentage deducted from the account to the fee percentage agreed to in the Investment Advisory Contract. d) Financial Planning Fees Fixed Fees 6 Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is…","hourly":"Hourly consulting is offered for a fee of $250 to $500 per hour with a one hour minimum."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056718","page":"https://plannerfees.com/planners/bill-losey-retirement-solutions-llc-140731/"},{"crd":301701,"name":"Bill Messner Contrarian Investment Advisory, LLC","city":"New Castle","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The maximum hourly rate for limited scope engagements is $250.00."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000915","page":"https://plannerfees.com/planners/bill-messner-contrarian-investment-advisory-llc-301701/"},{"crd":305073,"name":"Billfold Budget Counseling","city":"Sherman Oaks","state":"CA","fees":{"hourly":[250,250],"monthly":[200,200]},"sourceSentences":{"monthly":"Ongoing Financial Planning Ongoing Comprehensive Financial Planning consists of an ongoing fee of $200 per month that is paid in advance.","hourly":"The fixed fee will be agreed upon before the start of any work and will be $250 per hour."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047774","page":"https://plannerfees.com/planners/billfold-budget-counseling-305073/"},{"crd":322486,"name":"Binnacle Financial Group LLC","city":"Chevy Chase","state":"MD","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"BFG will also bill the Client at our hourly rate ($400) for constructing the initial Financial Plan and for future changes to the Plan."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055362","page":"https://plannerfees.com/planners/binnacle-financial-group-llc-322486/"},{"crd":338528,"name":"Binnerinvestments","city":"Forsyth","state":"GA","fees":{"flat":[100,10000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $100 and $10,000."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057923","page":"https://plannerfees.com/planners/binnerinvestments-338528/"},{"crd":143208,"name":"Bip Wealth, LLC","city":"Atlanta","state":"GA","fees":{"monthly":[250,250]},"sourceSentences":{"monthly":"Furthermore, BIP may charge a $250 monthly planning fee to households that have $500,000 or less in assets under management."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059151","page":"https://plannerfees.com/planners/bip-wealth-llc-143208/"},{"crd":332057,"name":"Birch Financial Group","city":"Keene","state":"NH","fees":{"hourly":[400,400],"flat":[10000,10000]},"sourceSentences":{"flat":"Fixed fee rates will not exceed $10,000.","hourly":"Our hourly rate is $400."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046089","page":"https://plannerfees.com/planners/birch-financial-group-332057/"},{"crd":158735,"name":"Birch Investment Management, L.L.C.","city":"Brookings","state":"SD","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $2,500 to $10,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025928","page":"https://plannerfees.com/planners/birch-investment-management-l-l-c-158735/"},{"crd":305749,"name":"Birch Street Financial Advisors","city":"Vienna","state":"VA","fees":{"hourly":[350,450],"flat":[1500,1500],"monthly":[600,600],"quarterly":[1800,1800]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at an hourly rate between $350.00 and $450.00 per hour, depending on complexity and needs of the Client.","flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge starting at $1,500 and a minimum ongoing fee starting at $600 per month or $1,800 per quarter.","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge starting at $1,500 and a minimum ongoing fee starting at $600 per month or $1,800 per quarter.","quarterly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge starting at $1,500 and a minimum ongoing fee starting at $600 per month or $1,800 per quarter."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013962","page":"https://plannerfees.com/planners/birch-street-financial-advisors-305749/"},{"crd":105164,"name":"Birchbrook","city":"Bangor","state":"ME","fees":{"hourly":[200,200],"flat":[2000,2000]},"sourceSentences":{"flat":"Initial Financial Plan: $2000.","hourly":"Specialized Consulting Services: $200 per hour for Advisory services. $100 per hour for Paraplanner services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036919","page":"https://plannerfees.com/planners/birchbrook-105164/"},{"crd":304207,"name":"Birchcreek Wealth Management, LLC","city":"Miami Township","state":"OH","fees":{"hourly":[350,350],"annual":[2500,2500]},"sourceSentences":{"annual":"Collaborative Consulting Services Birchcreek Wealth’s collaborative consulting services requires an initial retainer fee of $2,500, from which the Advisor bills at an hourly rate of $350 per hour.","hourly":"Collaborative Consulting Services Birchcreek Wealth’s collaborative consulting services requires an initial retainer fee of $2,500, from which the Advisor bills at an hourly rate of $350 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012541","page":"https://plannerfees.com/planners/birchcreek-wealth-management-llc-304207/"},{"crd":310219,"name":"Birchwood Capital","city":"Carlsbad","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Currently, hourly rates start at $350 per hour."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002922","page":"https://plannerfees.com/planners/birchwood-capital-310219/"},{"crd":333764,"name":"Bird Financial Group LLC","city":"Philadelphia","state":"PA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"BFG charges $350 per hour for hourly financial planning services."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057721","page":"https://plannerfees.com/planners/bird-financial-group-llc-333764/"},{"crd":321140,"name":"Bird Spring Financial LLC","city":"Las Vegas","state":"NV","fees":{"hourly":[350,500],"flat":[525,7500],"monthly":[125,300]},"sourceSentences":{"flat":"The fixed fee can range between $525.00 and $7,500.00.","monthly":"The monthly fee will be agreed upon before the start of any work, and can range from $125 to $300 per month, depending upon the complexity of the work.","hourly":"The hourly rate is between $350.00 and $500.00 per hour, based on the client’s desired timeframe."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030333","page":"https://plannerfees.com/planners/bird-spring-financial-llc-321140/"},{"crd":340724,"name":"Bison Wealth Management, LLC","city":"Lyndhurst","state":"OH","fees":{"hourly":[150,150],"flat":[500,500]},"sourceSentences":{"hourly":"The Advisor also offers stand-alone financial planning services at an hourly rate of $150 per hour.","flat":"The Advisor requires a minimum engagement size of $500 for hourly financial planning services."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058368","page":"https://plannerfees.com/planners/bison-wealth-management-llc-340724/"},{"crd":334951,"name":"Bixy Wealth LLC","city":"San Mateo","state":"CA","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $10,000, paid in advance.","hourly":"Project-Based Financial Planning BW charges an hourly fee for Project-Based Financial Planning, at a rate of $250 per hour."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002366","page":"https://plannerfees.com/planners/bixy-wealth-llc-334951/"},{"crd":338871,"name":"Biy Financial, LLC","city":"Jefferson City","state":"MO","fees":{"hourly":[250,250],"annual":[900,900]},"sourceSentences":{"hourly":"- 4- FINANCIAL CONSULTING BIY charges an hourly fee of $250 per hour for financial consulting.","annual":"FINANCIAL WELLNESS PROGRAM BIY charges a negotiable annual fee of $900 for the financial wellness program."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008323","page":"https://plannerfees.com/planners/biy-financial-llc-338871/"},{"crd":322493,"name":"BJM Financial Inc","city":"Duluth","state":"GA","fees":{"flat":[1500,20000]},"sourceSentences":{"flat":"The annual negotiated fixed rate for financial planning is between $1,500 and $20,000."},"brochureDate":"2/5/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=940938","page":"https://plannerfees.com/planners/bjm-financial-inc-322493/"},{"crd":130733,"name":"BKB Financial Advisors, LLC","city":"Menlo Park","state":"CA","fees":{"hourly":[150,450]},"sourceSentences":{"hourly":"Firm Brochure March 26, 2026 Page 8 of 14 Fees for financial planning and consulting services range from $150 to $450 per hour depending on when the engagement started and who (Barbara or Bill) is providing the service."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028043","page":"https://plannerfees.com/planners/bkb-financial-advisors-llc-130733/"},{"crd":329582,"name":"Black Arrow Capital LLC","city":"Newark","state":"DE","fees":{"hourly":[250,250],"flat":[1250,25000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,250 to $25,000.","hourly":"Our hourly rate is $250."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057151","page":"https://plannerfees.com/planners/black-arrow-capital-llc-329582/"},{"crd":170885,"name":"Black Barn Financial, LLC","city":"Austin","state":"TX","fees":{"hourly":[500,500],"monthly":[850,850]},"sourceSentences":{"hourly":"Financial Planning and Consulting Fee Schedule Hourly Consulting Fee Monthly Retainer Fee $500 per hour $850 per month FEE BILLING & PAYMENT Our asset management fees are annual fees and may be negotiable.","monthly":"Financial Planning and Consulting Fee Schedule Hourly Consulting Fee Monthly Retainer Fee $500 per hour $850 per month FEE BILLING & PAYMENT Our asset management fees are annual fees and may be negotiable."},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050617","page":"https://plannerfees.com/planners/black-barn-financial-llc-170885/"},{"crd":143111,"name":"Black Brook Financial Planning","city":"Gorham","state":"ME","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"For fees based on hourly charges, clients will be charged an hourly rate of $150.00 per hour with a minimum of 1 hour of billable time."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003546","page":"https://plannerfees.com/planners/black-brook-financial-planning-143111/"},{"crd":166125,"name":"Black Capital, LLC","city":"Cortez","state":"CO","fees":{"hourly":[200,200],"flat":[300,300]},"sourceSentences":{"flat":"Financial Plan - $300","hourly":"Any additional research or planning - $200 per hour The Fee will be collected at the conclusion of the financial planning process."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036321","page":"https://plannerfees.com/planners/black-capital-llc-166125/"},{"crd":290342,"name":"Black Card Circle","city":"Las Vegas","state":"NV","fees":{"hourly":[350,350],"flat":[1500,50000]},"sourceSentences":{"hourly":"Monthly fee adjustments for additional assets received into the account during a month or for partial withdrawals will also be provided on the above pro rata basis. 5 Financial Planning Fees for financial planning services are based on a rate of $350 per hour.","flat":"In certain cases, we may offer projects for a fixed fee, which are typically from $1,500 to $50,000, depending on the level, depth and complexity of service."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039717","page":"https://plannerfees.com/planners/black-card-circle-290342/"},{"crd":313381,"name":"Black Cat Wealth","city":"Bozeman","state":"MT","fees":{"hourly":[435,435],"flat":[495,495]},"sourceSentences":{"hourly":"In limited circumstances, BCW may provide financial planning services subject to a separate fee, which are billed in arrears at an hourly rate of $435.","flat":"The flat fee for this consultation is $495, payable in advance of the meeting."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046879","page":"https://plannerfees.com/planners/black-cat-wealth-313381/"},{"crd":154623,"name":"Black Coral Financial Advisors, LLC","city":"Mount Olive","state":"NJ","fees":{"annual":[1500,1500]},"sourceSentences":{"annual":"In the event that a client who engages Black Coral to provide such financial planning and consulting services and non-discretionary investment consulting also seeks to engage Registrant to provide quarterly investment performance reporting relative to assets not managed by Black Coral, Black Coral may charge that…"},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011335","page":"https://plannerfees.com/planners/black-coral-financial-advisors-llc-154623/"},{"crd":312679,"name":"Black Creek Wealth Management, LLC","city":"Fleming Island","state":"FL","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"The fixed fee for creating client financial plans is typically $2000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019501","page":"https://plannerfees.com/planners/black-creek-wealth-management-llc-312679/"},{"crd":145108,"name":"Black Diamond Financial, LLC","city":"Lutherville","state":"MD","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fees will be assessed at a rate of $300 per hour, this fee will typically be charged for those Clients requiring assistance with their financial planning needs."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023489","page":"https://plannerfees.com/planners/black-diamond-financial-llc-145108/"},{"crd":122917,"name":"Black Diamond Investment Group,inc.","city":"Kalamazoo","state":"MI","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Other financial planning issues that may arise, such as investment consulting, income tax planning or retirement planning are subject to hourly rates of $150.00."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003275","page":"https://plannerfees.com/planners/black-diamond-investment-group-inc-122917/"},{"crd":159908,"name":"Black Dog Financial LTD.","city":"Austin","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour based on complexity and unique client needs."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006584","page":"https://plannerfees.com/planners/black-dog-financial-ltd-159908/"},{"crd":307369,"name":"Black Dog Financial Planning LLC","city":"Mount Pleasant","state":"SC","fees":{"hourly":[250,250],"monthly":[149,449],"quarterly":[447,1347]},"sourceSentences":{"monthly":"For clients paying monthly, the fee is $149-$449 per month.","quarterly":"For clients paying quarterly, the fee is $447-$1,347 per quarter.","hourly":"Project-Based Financial Planning Project-Based Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037082","page":"https://plannerfees.com/planners/black-dog-financial-planning-llc-307369/"},{"crd":334464,"name":"Black Dog Wealth, LLC","city":"Manassas","state":"VA","fees":{"hourly":[300,300],"flat":[1000,6000]},"sourceSentences":{"flat":"Ongoing Financial Planning BDW collects an initial fee, ranging from $1,000 to $6,000.","hourly":"Our hourly rate is $300."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=946255","page":"https://plannerfees.com/planners/black-dog-wealth-llc-334464/"},{"crd":312263,"name":"Black Financial Planning, LLC","city":"Farmington","state":"MO","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING BFP charges an hourly fee of $100 per hour for financial planning."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055460","page":"https://plannerfees.com/planners/black-financial-planning-llc-312263/"},{"crd":290015,"name":"Black Harbor Financial","city":"Boothbay Harbor","state":"ME","fees":{"hourly":[300,300],"flat":[2500,2500]},"sourceSentences":{"hourly":"For initial consultations, financial plan reviews, and limited consultations, including initial consultations, Black Harbor Financial charges an hourly fee of $300.00.","flat":"For a comprehensive financial plan, Black Harbor Financial charges a fixed fee of $2,500."},"brochureDate":"2/11/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=942221","page":"https://plannerfees.com/planners/black-harbor-financial-290015/"},{"crd":310508,"name":"Black Mammoth LLC","city":"Ankeny","state":"IA","fees":{"hourly":[250,250],"flat":[3000,12000],"monthly":[500,30000]},"sourceSentences":{"hourly":"The fee for the initial consultation is $250.00 / hour.","flat":"Our fixed fees for the preparation of a financial plan ranges from $3,000 to $12,000.","monthly":"Clients who engage the Firm for ongoing financial planning services after a financial plan has been completed, may do so on a fixed fee subscription basis that ranges from $500 - $30,000 / month based on complexity and nature of the services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039176","page":"https://plannerfees.com/planners/black-mammoth-llc-310508/"},{"crd":339063,"name":"Black Salt Advisors LLC","city":"Salt Lake City","state":"UT","fees":{"hourly":[250,250],"monthly":[250,250]},"sourceSentences":{"hourly":"One-time financial planning services are billed at $250 per hour.","monthly":"Ongoing financial planning subscription services are billed at $250 per month in advance."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055567","page":"https://plannerfees.com/planners/black-salt-advisors-llc-339063/"},{"crd":327494,"name":"Black Sea Investment Group","city":"North Richland Hills","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The total charge will be $150/hr multiplied by 2.25 hrs = $337.5."},"brochureDate":"12/4/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=866996","page":"https://plannerfees.com/planners/black-sea-investment-group-327494/"},{"crd":337606,"name":"Black Walnut Wealth Management","city":"Traverse City","state":"MI","fees":{"annual":[7500,7500]},"sourceSentences":{"annual":"BWWM requires a minimum annual fee of $7,500, although we reserve the right to make exceptions at our discretion."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045069","page":"https://plannerfees.com/planners/black-walnut-wealth-management-337606/"},{"crd":342285,"name":"Blackacre Wealth","city":"Los Angeles","state":"CA","fees":{"hourly":[400,400],"flat":[2500,25000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 to $25,000.","hourly":"Our hourly rate is $400."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050223","page":"https://plannerfees.com/planners/blackacre-wealth-342285/"},{"crd":313718,"name":"Blackbird Financial Planning","city":"Durango","state":"CO","fees":{"hourly":[300,300],"flat":[495,6495],"quarterly":[240,1050],"annual":[960,4200]},"sourceSentences":{"quarterly":"Ongoing Financial Planning Fee For clients who wish to work with BlackBird Financial Planning for ongoing planning and assistance with the implementation of planning recommendations over time, an ongoing fee will apply that is paid either quarterly, or semi-annually, in arrears, at a range of $240 - $1,050 per…","annual":"Ongoing Financial Planning Fee For clients who wish to work with BlackBird Financial Planning for ongoing planning and assistance with the implementation of planning recommendations over time, an ongoing fee will apply that is paid either quarterly, or semi-annually, in arrears, at a range of $240 - $1,050 per…","flat":"The fixed fee can range from $495.00 to $6495.00, depending on the complexity and client needs.","hourly":"The fee is $300 per hour, billed in 15-minute increments, and is negotiable based on the client’s needs and complexity."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057963","page":"https://plannerfees.com/planners/blackbird-financial-planning-313718/"},{"crd":159312,"name":"Blackburn Financial","city":"Cashmere","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The Advisor's hourly and fixed rate fees are negotiable, but start at $200 on an hourly basis, and Form ADV Part 2 5 BLACKBURN typically range from $200 to $500 on a flat-rate monthly basis."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032322","page":"https://plannerfees.com/planners/blackburn-financial-159312/"},{"crd":291459,"name":"Blackdiamond Wealth Management, LLC","city":"New York","state":"NY","fees":{"monthly":[50,50],"annual":[2400,2400]},"sourceSentences":{"annual":"The retainer services are charged $2,400 annually with a retainer fee of $50 per month.","monthly":"The retainer services are charged $2,400 annually with a retainer fee of $50 per month."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051256","page":"https://plannerfees.com/planners/blackdiamond-wealth-management-llc-291459/"},{"crd":342294,"name":"Blackhorn Partners","city":"Middleton","state":"WI","fees":{"annual":[300,2000]},"sourceSentences":{"annual":"For our Financial Planning Services, we charge a fixed fee typically ranging from $300 to $2,000 annually, based on the complexity of your financial situation."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055878","page":"https://plannerfees.com/planners/blackhorn-partners-342294/"},{"crd":323340,"name":"Blacklines Financial","city":"Los Angeles","state":"CA","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The annual fee for a typical Mastery Program client is $5,000, with adjustments for larger and more complex clients."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042401","page":"https://plannerfees.com/planners/blacklines-financial-323340/"},{"crd":338349,"name":"Blackoak Advisors LLC","city":"Des Moines","state":"IA","fees":{"hourly":[500,600]},"sourceSentences":{"hourly":"For hourly services, BLACKOAK generally charges clients an hourly rate ranging from $500 to $600 depending on the complexity of the services to be rendered."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014003","page":"https://plannerfees.com/planners/blackoak-advisors-llc-338349/"},{"crd":139859,"name":"Blackwood Investment Group, LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[250,250],"monthly":[59,199]},"sourceSentences":{"monthly":"The financial planning component of the service is billed at a monthly rate that ranges from $59/month to $199/month depending on the scope of services offered and the complexity of the client’s financial situation.","hourly":"Financial Planning services are billed at a rate of $250/hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019673","page":"https://plannerfees.com/planners/blackwood-investment-group-llc-139859/"},{"crd":332078,"name":"Blade Financial","city":"Tampa","state":"FL","fees":{"hourly":[275,275],"flat":[1000,2500],"monthly":[200,200],"annual":[1000,5000]},"sourceSentences":{"flat":"A full plan with detailed recommendations is provided for a flat fee ranging from $1,000 to $2,500, depending on complexity.","hourly":"This includes a discovery meeting, strategy session, and a plan presentation. o​ Additional time may be billed at the Adviser’s standard hourly rate of $275/hour, if requested by the client and agreed upon in advance. o​ ●​ Plan Projection:","annual":"The contact frequency will depend on the level of the fee paid to Blade Financial annually. ●​ Projected fees under $1,000 per year - Clients will be contacted twice annually (6-month intervals). ●​ Projected fees $1,000 to $5,000 annually - Clients will be contacted three times annually (4-month intervals). ●​…","monthly":"Ongoing Monitoring Fee: $200 per month for ongoing review of selected adviser performance and strategies. 3."},"brochureDate":"8/11/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987396","page":"https://plannerfees.com/planners/blade-financial-332078/"},{"crd":305157,"name":"Blake Financial Counsel, LLC","city":"Atlanta","state":"GA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Our annual fees for divorce planning and consultation services are assessed at a fixed rate of $5,000 for clients with a minimum net worth of $10,000,000 or less."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021946","page":"https://plannerfees.com/planners/blake-financial-counsel-llc-305157/"},{"crd":292661,"name":"Blake Schutter Theil Wealth Advisors, LLC","city":"Dayton","state":"OH","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Their existing rate was negotiable but generally consisted of an hourly rate of $150 to $250 an hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033484","page":"https://plannerfees.com/planners/blake-schutter-theil-wealth-advisors-llc-292661/"},{"crd":306809,"name":"Blake Wealth Strategies","city":"Grand Forks","state":"ND","fees":{"flat":[500,500]},"sourceSentences":{"flat":"BWS charges a fixed fee of no more than $500 for financial planning."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055306","page":"https://plannerfees.com/planners/blake-wealth-strategies-306809/"},{"crd":324410,"name":"Blakely Walters Wealth Management","city":"Scottsdale","state":"AZ","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"BWWM reserves the right to waive the fee should the Client implement the plan through BWWM. 5 Blakely Walters Wealth Management ADV Part 2A April 2026 FIXED FEES Fixed fee services are offered based on a fixed fee to never exceed $10,000, depending on the complexity of the engagement."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042976","page":"https://plannerfees.com/planners/blakely-walters-wealth-management-324410/"},{"crd":341353,"name":"Blanck Financial","city":"Rockwall","state":"TX","fees":{"hourly":[250,250],"flat":[1500,6000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,500 to $6,000.","hourly":"In the event of early termination prior to completion of the project, the Client will be responsible for fees earned by BF, based on our hourly rate of $250, up to the date of termination."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052016","page":"https://plannerfees.com/planners/blanck-financial-341353/"},{"crd":125651,"name":"Blankenship Financial Planning, LTD.","city":"New Berlin","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial planning and investment Advisory services are $250 per hour."},"brochureDate":"11/24/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996961","page":"https://plannerfees.com/planners/blankenship-financial-planning-ltd-125651/"},{"crd":104795,"name":"Blankinship & Foster, LLC","city":"Solana Beach","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $300.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”)."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015080","page":"https://plannerfees.com/planners/blankinship-foster-llc-104795/"},{"crd":312042,"name":"Blazing Star Financial","city":"Topeka","state":"KS","fees":{"hourly":[125,175],"flat":[600,1000],"monthly":[40,80]},"sourceSentences":{"flat":"Clients may utilize Altruist Cash accounts without engaging BSF for additional investment services. 9 Financial Planning Fees Ongoing Financial Planning For individuals and families with less than $1,100,000 under management and lower than $2,200,000 net worth (excluding primary residence), Ongoing Financial…","monthly":"Household Composition Monthly Planning Fee Individual $40 - $80 Couple $60 - $100 The exact upfront and ongoing fee charged is determined based on several factors, including, but not limited to, the scope of services requested, the complexity of the client’s financial situation, the client’s financial goals, the…","hourly":"Project-Based Financial Planning Project-Based Financial Planning is offered at a rate of $125 - $175 per hour, based on complexity."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046790","page":"https://plannerfees.com/planners/blazing-star-financial-312042/"},{"crd":139096,"name":"BLBB Advisors","city":"Montgomeryville","state":"PA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Only fees range from $2,500- $10,000 for the initial financial plan and clients generally pay one half of the planning fee as an initial deposit, with the balance being paid when the financial plan is delivered."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053507","page":"https://plannerfees.com/planners/blbb-advisors-139096/"},{"crd":335077,"name":"BLDR Wealth LLC","city":"Shawnee","state":"KS","fees":{"flat":[9000,45000],"monthly":[195,195]},"sourceSentences":{"monthly":"Tier 1 financial planning services are $195 per month.","flat":"The Advisor also offers standalone financial planning services for a fixed engagement fee ranging from $9,000 to $45,000 per engagement."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045218","page":"https://plannerfees.com/planners/bldr-wealth-llc-335077/"},{"crd":145943,"name":"Bledsoe Asset Management, LLC","city":"Phoenix","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Planning fees are not negotiable and are charged in accordance with the following fee schedule: $250 per hour for CFP, $185 per hour for Para-Planner, and $90 per hour for Administrative Assistant."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011751","page":"https://plannerfees.com/planners/bledsoe-asset-management-llc-145943/"},{"crd":316053,"name":"Blend Wealth","city":"Indianapolis","state":"IN","fees":{"monthly":[1541,1541]},"sourceSentences":{"monthly":"To determine the monthly fee, the total annual fee is divided by 12, resulting in a monthly fee of approximately $1,541.67."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055125","page":"https://plannerfees.com/planners/blend-wealth-316053/"},{"crd":319670,"name":"Blessed Financial Investments, LLC","city":"Edmond","state":"OK","fees":{"hourly":[100,500],"flat":[1000,3000]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $ 1,000-$3,000.","hourly":"The hourly fee for these services is between $100 and $500."},"brochureDate":"10/10/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=993235","page":"https://plannerfees.com/planners/blessed-financial-investments-llc-319670/"},{"crd":311830,"name":"Blom & Howell Financial Planning, Inc.","city":"Modesto","state":"CA","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed financial planning fees typically range from $500 to $10,000 depending on the nature and complexity of a client’s specific financial situation, as well as the specific financial planning topics to be addressed as part of the initial plan or ongoing planning services.","hourly":"Hourly financial planning fees are charged at a rate not to exceed $250 per hour."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005337","page":"https://plannerfees.com/planners/blom-howell-financial-planning-inc-311830/"},{"crd":153779,"name":"Blom Levy & Co., LLC","city":"Santa Barbara","state":"CA","fees":{"quarterly":[2000,2000],"annual":[8000,8000]},"sourceSentences":{"quarterly":"The minimum advisory fee is $2,000 per quarter ($8,000 annually).","annual":"The minimum advisory fee is $2,000 per quarter ($8,000 annually)."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045256","page":"https://plannerfees.com/planners/blom-levy-co-llc-153779/"},{"crd":337875,"name":"Bloom Financial LLC","city":"Lagrange","state":"KY","fees":{"annual":[2000,8000]},"sourceSentences":{"annual":"Ongoing Financial Planning Ongoing Financial Planning Services are offered based on an annual flat fee of $2,000$8,000/year, based on complexity of the Client situation, payable Quarterly in advance."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013247","page":"https://plannerfees.com/planners/bloom-financial-llc-337875/"},{"crd":317306,"name":"Bloom Investment","city":"Winter Park","state":"FL","fees":{"hourly":[250,250],"flat":[2400,9600],"monthly":[200,900]},"sourceSentences":{"flat":"The fixed fee can range between $2,400 and $9,600.","hourly":"In the event additional hours are needed either to discuss the financial plan after its delivery or for other minor financial planning topics, we will bill based on our hourly rate of $250 per hour.","monthly":"Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $900 per month."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=735434","page":"https://plannerfees.com/planners/bloom-investment-317306/"},{"crd":316516,"name":"Blue Advisors","city":"Upper Arlington","state":"OH","fees":{"hourly":[200,200],"flat":[1500,5000]},"sourceSentences":{"hourly":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 7 Limited Scope Financial Planning We also provide financial planning for $200 per hour.","flat":"The fixed fee can range between $1,500 - $5,000."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010250","page":"https://plannerfees.com/planners/blue-advisors-316516/"},{"crd":314727,"name":"Blue Aris","city":"Spring","state":"TX","fees":{"hourly":[300,1000],"flat":[900,2000],"monthly":[175,175]},"sourceSentences":{"monthly":"Blue Aris gives advice to clients is on a non-discretionary basis for a fixed monthly with a minimum of $175 per month.","flat":"The Component 1 – One-time Initial Payment could be between $900-$2000 depending upon the complexity of the client requirements and plan.","hourly":"Compensation For the following services - one time retirement plan consulting, pension planning, Portfolio Management for businesses, one time portfolio management for individuals, pooled investment companies, pension consulting services, private fund managers, market timing services, services of portfolio…"},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000641","page":"https://plannerfees.com/planners/blue-aris-314727/"},{"crd":107202,"name":"Blue Barn Wealth","city":"Orem","state":"UT","fees":{"annual":[1800,24000]},"sourceSentences":{"annual":"The Ongoing Financial Planning Engagement includes an initial fee that ranges from $100 - $2,000 as well as an annual fee that ranges from $1,800 to $24,000 per year."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009344","page":"https://plannerfees.com/planners/blue-barn-wealth-107202/"},{"crd":134184,"name":"Blue Bell Private Wealth Management, LLC","city":"Blue Bell","state":"PA","fees":{"hourly":[250,500],"flat":[250,10000]},"sourceSentences":{"flat":"Blue Bell’s fees for such consulting services typically range between $250 and $10,000 on a fixed fee basis and $250 - $500 on an hourly basis.","hourly":"Blue Bell’s fees for such consulting services typically range between $250 and $10,000 on a fixed fee basis and $250 - $500 on an hourly basis."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016405","page":"https://plannerfees.com/planners/blue-bell-private-wealth-management-llc-134184/"},{"crd":292525,"name":"Blue Canyon Wealth","city":"South Pasadena","state":"CA","fees":{"flat":[50,1500]},"sourceSentences":{"flat":"Page 6 of 19 Financial Planning Fees Blue Canyon Wealth may provide standalone financial planning services at a fixed fee negotiated with each client, ranging from $50 to $1,500 depending on scope."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028107","page":"https://plannerfees.com/planners/blue-canyon-wealth-292525/"},{"crd":320724,"name":"Blue Castle Wealth","city":"Lexington","state":"KY","fees":{"hourly":[125,125],"flat":[250,2500]},"sourceSentences":{"flat":"Financial planning engagements may include comprehensive financial planning or limited-scope project planning depending on the needs of the Client. 8 Project-based financial planning fees generally range from $250 to $2,500, depending on the scope of services requested and the estimated time required to complete…","hourly":"In certain situations, BCW may charge an hourly rate of $125 per hour for financial planning services."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017082","page":"https://plannerfees.com/planners/blue-castle-wealth-320724/"},{"crd":119917,"name":"Blue Chip Financial Advisors, Inc.","city":"Seville","state":"OH","fees":{"quarterly":[25,125]},"sourceSentences":{"quarterly":"The fixed fee charged ranges from $25 to $125 per quarter."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041212","page":"https://plannerfees.com/planners/blue-chip-financial-advisors-inc-119917/"},{"crd":119510,"name":"Blue Chip Financial Advisors, LLC","city":"East Providence","state":"RI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly charges will not exceed $250.00 per hour."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051338","page":"https://plannerfees.com/planners/blue-chip-financial-advisors-llc-119510/"},{"crd":132437,"name":"Blue Chip Partners, LLC","city":"Farmington Hills","state":"MI","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Financial Planning fees are charged on a fixed-fee basis, with fees generally ranging from $2,500 to $10,000, depending on the breadth of services provided and the complexity of the client’s situation."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037225","page":"https://plannerfees.com/planners/blue-chip-partners-llc-132437/"},{"crd":329371,"name":"Blue Coast Financial Planning","city":"Maple Glen","state":"PA","fees":{"hourly":[250,250],"flat":[2500,5000]},"sourceSentences":{"flat":"One-time Comprehensive Financial Planning One-time Comprehensive Financial Planning will generally be offered at a rate of $2,500 to $5,000 depending on complexity and needs of the Client and will be agreed upon before the start of any work.","hourly":"In the event of early termination before the first half fee is earned, any prepaid but unearned fees, calculated at the rate of $250 per hour will be refunded to the Client, any completed deliverables will be provided to the Client, and no further fees will be charged."},"brochureDate":"1/28/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=873938","page":"https://plannerfees.com/planners/blue-coast-financial-planning-329371/"},{"crd":318686,"name":"Blue Elm Advisors","city":"Holmes","state":"NY","fees":{"hourly":[250,250],"flat":[500,2500],"monthly":[100,500]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $500 - $2,500 and an ongoing flat fee that is paid monthly, in arrears, at the rate of $100 - $500 per month.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $500 - $2,500 and an ongoing flat fee that is paid monthly, in arrears, at the rate of $100 - $500 per month.","hourly":"Our hourly rate is $250 per hour."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999552","page":"https://plannerfees.com/planners/blue-elm-advisors-318686/"},{"crd":339475,"name":"Blue Heron Capital","city":"Englewood","state":"CO","fees":{"hourly":[350,500],"flat":[2500,2500]},"sourceSentences":{"flat":"Fixed fees start at $2,500 and may be more depending on the complexity of the engagement.","hourly":"Hourly financial planning fees range from $350-$500/hour."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022761","page":"https://plannerfees.com/planners/blue-heron-capital-339475/"},{"crd":338691,"name":"Blue Horizon Investments LLC","city":"Amarillo","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly fees are billed at $250 per hour."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001672","page":"https://plannerfees.com/planners/blue-horizon-investments-llc-338691/"},{"crd":319757,"name":"Blue Jasper Capital LLC","city":"Clermont","state":"FL","fees":{"hourly":[615,615],"flat":[2750,45000]},"sourceSentences":{"hourly":"Hourly fees are $615.","flat":"Fixed fees range from $2,750 to $45,000."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043527","page":"https://plannerfees.com/planners/blue-jasper-capital-llc-319757/"},{"crd":296467,"name":"Blue Jay Financial Group, LLC","city":"Defiance","state":"OH","fees":{"hourly":[250,250],"flat":[250,15000]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $250 to $15,000.","hourly":"Upon termination, fees will be prorated to the date of termination, and any unearned portion of the fee will be refunded to you based on an hourly rate of $250.00."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026931","page":"https://plannerfees.com/planners/blue-jay-financial-group-llc-296467/"},{"crd":331138,"name":"Blue Jean Financial LLC","city":"Albany","state":"NY","fees":{"flat":[900,50000]},"sourceSentences":{"flat":"BJF offers financial planning services for a fixed engagement fee ranging from $900 to $50,000 per engagement."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045956","page":"https://plannerfees.com/planners/blue-jean-financial-llc-331138/"},{"crd":173006,"name":"Blue Keel Financial Planning","city":"Westport","state":"CT","fees":{"hourly":[250,250],"flat":[2000,10000],"monthly":[250,2500]},"sourceSentences":{"flat":"Blue Keel Financial Planning, LLC Form ADV Part 2 Page 8 of 29 One-Time Comprehensive Financial Plan fees range from $2,000 to $10,000, depending on the complexity of the client’s financial and tax situation.","monthly":"To do this we assess a monthly fee of $250 to $2,500.","hourly":"The hourly rate is $250 per hour; billed in 15-minute increments and a partial increment will be treated as a whole increment."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013979","page":"https://plannerfees.com/planners/blue-keel-financial-planning-173006/"},{"crd":319431,"name":"Blue Ladder Financial Planning, LLC","city":"Benbrook","state":"TX","fees":{"flat":[500,1250]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $500-$1,250."},"brochureDate":"3/13/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=952334","page":"https://plannerfees.com/planners/blue-ladder-financial-planning-llc-319431/"},{"crd":305906,"name":"Blue Marlin Advisors, LLC","city":"West Palm Beach","state":"FL","fees":{"flat":[400,500],"monthly":[200,350]},"sourceSentences":{"flat":"You have the right to decline our recommendation or use of a particular outside manager and may terminate your investment agreement with us in accordance with the terms set forth in the agreement. 6 Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $400 to $500, based on client…","monthly":"You have the right to decline our recommendation or use of a particular outside manager and may terminate your investment agreement with us in accordance with the terms set forth in the agreement. 6 Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $400 to $500, based on client…"},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016802","page":"https://plannerfees.com/planners/blue-marlin-advisors-llc-305906/"},{"crd":315830,"name":"Blue Mountain Financial Planning","city":"Melissa","state":"TX","fees":{"hourly":[300,300],"flat":[1500,4000],"monthly":[350,1500],"quarterly":[1050,4500]},"sourceSentences":{"flat":"Ongoing Financial Planning & Investment Management Services Ongoing Financial Planning consists of an upfront charge of $1,500 to $4,000 and an ongoing fee that is paid in arrears, either monthly or quarterly.","monthly":"For clients paying monthly, the fee is $350-$1,500 per month.","quarterly":"For clients paying quarterly, the fee is $1,050-$4,500 per quarter.","hourly":"Financial Planning engagements are offered at an hourly rate of $300-400 per hour, depending on complexity."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030586","page":"https://plannerfees.com/planners/blue-mountain-financial-planning-315830/"},{"crd":333256,"name":"Blue Mountain Wealth Management","city":"Monroe","state":"WA","fees":{"hourly":[250,250],"flat":[2500,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $2,500 to $5,000, based upon our hourly rate of $250.","hourly":"Fixed fee rates range from $2,500 to $5,000, based upon our hourly rate of $250."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=973701","page":"https://plannerfees.com/planners/blue-mountain-wealth-management-333256/"},{"crd":107833,"name":"Blue Ocean Capital","city":"West Palm Beach","state":"FL","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"Hourly rates range from $100 to 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year."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031791","page":"https://plannerfees.com/planners/blue-waters-advisory-group-llc-158536/"},{"crd":293420,"name":"Bluebird Wealth Management LLC","city":"Medfield","state":"MA","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"As a fixed fee, typically ranging up to $10,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $250 to $500 per hour."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057477","page":"https://plannerfees.com/planners/bluebird-wealth-management-llc-293420/"},{"crd":150008,"name":"Bluechip Wealth Advisors LLC","city":"Milton","state":"GA","fees":{"hourly":[300,300],"monthly":[29,29]},"sourceSentences":{"hourly":"The Firm reserves the right to charge an additional $300 per hour for a Certified Financial Planner or $75.00 per hour for a Paraplanner for services beyond the scope of the selected plan.","monthly":"The Firm charges a $1,750 flat fee for the financial plan, which includes 5 hours, and a $29 monthly subscription to eMoney."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052728","page":"https://plannerfees.com/planners/bluechip-wealth-advisors-llc-150008/"},{"crd":288375,"name":"Bluefin Financial","city":"Moorestown","state":"NJ","fees":{"hourly":[200,400],"flat":[250,25000]},"sourceSentences":{"flat":"The fixed rate for these services will be between $250 and $25,000.","hourly":"The hourly fee for these services is between $200 and $400."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027139","page":"https://plannerfees.com/planners/bluefin-financial-288375/"},{"crd":169515,"name":"Bluegrass Financial Planning, LLC","city":"Louisville","state":"KY","fees":{"hourly":[120,180],"quarterly":[480,750],"annual":[1920,3000]},"sourceSentences":{"hourly":"Fees for financial planning and investment advisory services are based on a rate of $120 to $180 per hour, billed in six-minute increments.","quarterly":"The fee for the retainer option typically runs between $480 per quarter, or $1920 per year, to $750 per quarter, or $3000 per year, but may be more if complex multiple or very large accounts are involved.","annual":"The fee for the retainer option typically runs between $480 per quarter, or $1920 per year, to $750 per quarter, or $3000 per year, but may be more if complex multiple or very large accounts are involved."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032033","page":"https://plannerfees.com/planners/bluegrass-financial-planning-llc-169515/"},{"crd":336386,"name":"Bluegrass Legacy Planning","city":"Keller","state":"TX","fees":{"hourly":[250,500],"flat":[2000,25000],"monthly":[750,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,000 and $25,000.","hourly":"The negotiated hourly fee for these services is between $250 and $500.","monthly":"The negotiated fixed rate for subscription services is between $750 and $5,000 per month."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053672","page":"https://plannerfees.com/planners/bluegrass-legacy-planning-336386/"},{"crd":164642,"name":"Blueline Advisors","city":"Exeter","state":"NH","fees":{"flat":[500,50000]},"sourceSentences":{"flat":"In addition, we may charge a fee for special projects in the range of $500 to $50,000 as contracted for with the client in advance."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017176","page":"https://plannerfees.com/planners/blueline-advisors-164642/"},{"crd":153995,"name":"Bluemound Asset Management, LLC","city":"Franklin","state":"WI","fees":{"hourly":[400,400],"flat":[800,800],"annual":[1600,1600]},"sourceSentences":{"flat":"There is a one-time planning and administration fee of $800 for all new accounts.","hourly":"Basic financial planning beyond two (2) hours per year is billed at $400/hour and will be subject to a separate consulting agreement pertinent to the planning involved.","annual":"Non-Discretionary Services For non-discretionary financial consulting and financial planning services the Advisor bills at an hourly rate of $400 subject with an $1600 annual minimum."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027809","page":"https://plannerfees.com/planners/bluemound-asset-management-llc-153995/"},{"crd":342866,"name":"Bluenose Wealth LLC","city":"South Minneapolis","state":"MN","fees":{"hourly":[300,300],"flat":[3000,15000],"annual":[28000,28000]},"sourceSentences":{"annual":"Annual Fee: $ 28,000 Because advisory fees are billed quarterly, the annual fee is divided into four equal payments: $28,000 ÷ 4 = $7,000.","flat":"The fixed fee can range between $3,000.00 and $15,000.00, depending on the scope and complexity of the client’s planning objectives and goals.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058052","page":"https://plannerfees.com/planners/bluenose-wealth-llc-342866/"},{"crd":315850,"name":"Bluepoint Wealth Advisors","city":"Huntington Beach","state":"CA","fees":{"flat":[4000,20000],"annual":[7500,7500]},"sourceSentences":{"annual":"Advisory fees are subject to a minimum annual fee of $7,500 for individual client relationships and $10,000 for joint or multi-person client relationships.","flat":"Standalone Financial Planning Services Standalone Financial Planning Services are offered for a flat fee, generally ranging from $4,000 to $20,000, based on the complexity of the client’s financial situation."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049582","page":"https://plannerfees.com/planners/bluepoint-wealth-advisors-315850/"},{"crd":292136,"name":"Blueprint 360 LLC","city":"Houston","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Blueprint 360’s standard hourly rate is $250 per hour; however, the fee is negotiable based on various factors, such as the complexity of the Client’s financial circumstances."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040233","page":"https://plannerfees.com/planners/blueprint-360-llc-292136/"},{"crd":332297,"name":"Blueprint Capital Group LLC","city":"Casseleberry","state":"FL","fees":{"hourly":[500,500],"flat":[5000,24000]},"sourceSentences":{"hourly":"Consultation Services Consultation Services are offered based on an hourly fee of $500 per hour.","flat":"Ongoing Financial Planning Services Ongoing Financial Planning Services are offered based on a flat fee between $5,000 and $24,000."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049471","page":"https://plannerfees.com/planners/blueprint-capital-group-llc-332297/"},{"crd":171331,"name":"Blueprint Financial Advisors, LLC","city":"Portland","state":"OR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Blueprint Financial Advisors nancial planning rate is $250/hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012248","page":"https://plannerfees.com/planners/blueprint-financial-advisors-llc-171331/"},{"crd":301083,"name":"Blueprint Financial Services","city":"Arvada","state":"CO","fees":{"hourly":[350,350],"flat":[1000,5000]},"sourceSentences":{"hourly":"Based on an hourly fee of $350 per hour. 3.","flat":"Based on a flat fee between $1,000 and $5,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019761","page":"https://plannerfees.com/planners/blueprint-financial-services-301083/"},{"crd":315687,"name":"Blueprint Financial Strategies, LLC","city":"Eatonton","state":"GA","fees":{"hourly":[240,240],"annual":[2000,2000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $240 per hour.","annual":"The Client pays the same $2,000 annual fee."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048804","page":"https://plannerfees.com/planners/blueprint-financial-strategies-llc-315687/"},{"crd":319507,"name":"Blueprint Private Wealth Management LLC","city":"Alpharetta","state":"GA","fees":{"flat":[600,5000]},"sourceSentences":{"flat":"AND CONSULTING Ongoing financial planning services are offered for a fixed fee between $600 and $5,000 based on complexity and unique Client needs."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046518","page":"https://plannerfees.com/planners/blueprint-private-wealth-management-llc-319507/"},{"crd":341908,"name":"Blueprint Wealth Group","city":"Chandler","state":"AZ","fees":{"hourly":[275,275],"flat":[2500,2500],"monthly":[300,300]},"sourceSentences":{"monthly":"​ Foundation Planning: $300 per month.","flat":"One-time planning fees generally start at $2,500, with fees for more complex or comprehensive engagements determined based on scope, complexity, and time involved, and agreed upon in writing prior to commencement.","hourly":"Hourly consulting is also available at $275 per hour for targeted or limited-scope 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$6,000."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017798","page":"https://plannerfees.com/planners/bluesail-advisors-llc-144579/"},{"crd":283972,"name":"Bluesphere Advisors LLC","city":"East Norriton","state":"PA","fees":{"flat":[500,40000]},"sourceSentences":{"flat":"Fixed fees range from $500 to $40,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017490","page":"https://plannerfees.com/planners/bluesphere-advisors-llc-283972/"},{"crd":158418,"name":"Bluestem Financial Advisors, LLC","city":"Savoy","state":"IL","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum base fee for Open Retainer services is $5,000, with base fees beyond the minimum being calculated as 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v.03272026 Investment Advisory Services Our fee for investment advice and recommendations is $150.00 per hour and is negotiable."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053411","page":"https://plannerfees.com/planners/bluestone-wealth-planning-llc-169555/"},{"crd":311530,"name":"Bluevine Advice","city":"Kansas City","state":"MO","fees":{"flat":[500,500],"monthly":[25,1000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $25 - $1,000 per month.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $25 - $1,000 per month."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022944","page":"https://plannerfees.com/planners/bluevine-advice-311530/"},{"crd":329406,"name":"Bluewater Asset Management","city":"Jupiter","state":"FL","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"For clients that are not investment management clients, Bluewater will charge a fixed fee for financial planning services ranging up $5,000 depending on the scope and complexity of the financial planning services required."},"brochureDate":"4/17/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=873249","page":"https://plannerfees.com/planners/bluewater-asset-management-329406/"},{"crd":314725,"name":"Bluewater Wealth Management, LLC","city":"San Diego","state":"CA","fees":{"hourly":[220,220],"flat":[1600,4000]},"sourceSentences":{"flat":"The fixed fee can range between $1,600 and $4,000, depending on complexity and the needs of the client.","hourly":"Limited hourly financial planning engagements are offered at an hourly rate of $220 per hour at BWWM’s discretion."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011188","page":"https://plannerfees.com/planners/bluewater-wealth-management-llc-314725/"},{"crd":316552,"name":"Blum Capital Management, LLC","city":"Brainerd","state":"MN","fees":{"hourly":[250,250],"annual":[2500,25000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","annual":"The fixed annual fee ranges from $2,500 to $25,000 and is paid quarterly in advance."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011960","page":"https://plannerfees.com/planners/blum-capital-management-llc-316552/"},{"crd":111768,"name":"Blume Capital Management, Inc.","city":"Berkeley","state":"CA","fees":{"hourly":[400,800],"flat":[2500,7500]},"sourceSentences":{"hourly":"In addition to advising on investments in securities, Blume Capital may, occasionally, advise its investment management clients with respect to direct real estate investments or other investment or asset allocation decisions for an hourly fee that typically ranges from $400 to $800 depending upon the nature of the…","flat":"Blume Capital’s fees for these services are negotiable, but generally range from $2,500 to $7,500 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046169","page":"https://plannerfees.com/planners/blume-capital-management-inc-111768/"},{"crd":291172,"name":"Bluprint Financial, LLC","city":"Red 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Hour."},"brochureDate":"1/18/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=739473","page":"https://plannerfees.com/planners/blute-financial-coaching-313136/"},{"crd":310682,"name":"BLVD Private Wealth, LLC","city":"Prospect","state":"KY","fees":{"flat":[1000,25000]},"sourceSentences":{"flat":"(*The daily rate is calculated by dividing the quarterly asset-based fee rate by the number of days in the quarter) Financial Planning Fees Fixed Fees The negotiated fixed fee for creating client financial plans is between $1,000 and $25,000. 6 The fee will be based on the Firm’s time, services provided and the…"},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012666","page":"https://plannerfees.com/planners/blvd-private-wealth-llc-310682/"},{"crd":282792,"name":"BMSS Wesson Wealth Solutions","city":"Birmingham","state":"AL","fees":{"hourly":[150,400],"flat":[2500,25000]},"sourceSentences":{"flat":"Fees for Consulting Services can be charged on either a fixed-fee basis (generally, ranging from $2,500 to $25,000) or a time-worked basis (generally, at rates ranging from $150 to $400 per hour).","hourly":"Fees for Consulting Services can be charged on either a fixed-fee basis (generally, ranging from $2,500 to $25,000) or a time-worked basis (generally, at rates ranging from $150 to $400 per hour)."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020867","page":"https://plannerfees.com/planners/bmss-wesson-wealth-solutions-282792/"},{"crd":39326,"name":"Bna Wealth","city":"Rock Hill","state":"SC","fees":{"flat":[500,500]},"sourceSentences":{"flat":"BNA Wealth charges a flat fee of $500 for estate planning."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052058","page":"https://plannerfees.com/planners/bna-wealth-39326/"},{"crd":107702,"name":"BNB Wealth Mangagement, LLC","city":"Silver Spring","state":"MD","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"Financial planning hourly fees will generally range from $150 to $500 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024394","page":"https://plannerfees.com/planners/bnb-wealth-mangagement-llc-107702/"},{"crd":165048,"name":"Boardwalk Financial Strategies LLC","city":"Hartland","state":"WI","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The hourly fee for services is $500 for an advisor and $250 for a staff member."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025764","page":"https://plannerfees.com/planners/boardwalk-financial-strategies-llc-165048/"},{"crd":310308,"name":"Boardwalk Wealth Management","city":"Ann Arbor","state":"MI","fees":{"flat":[1000,3000],"quarterly":[200,2500]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,000.00 - $3,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid quarterly, in arrears, at the rate of $200.00 - $2,500.00 per quarter.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,000.00 - $3,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid quarterly, in arrears, at the rate of $200.00 - $2,500.00 per quarter."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037833","page":"https://plannerfees.com/planners/boardwalk-wealth-management-310308/"},{"crd":151150,"name":"Boatman Wealth Management, LLC","city":"Monessen","state":"PA","fees":{"hourly":[200,200],"flat":[500,3000]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable hourly fee of $200 per hour or a flat fee ranging from $500-$3,000.","flat":"FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable hourly fee of $200 per hour or a flat fee ranging from $500-$3,000."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053397","page":"https://plannerfees.com/planners/boatman-wealth-management-llc-151150/"},{"crd":287849,"name":"Bobb Financial Incorporated","city":"Chatham","state":"IL","fees":{"hourly":[200,200],"monthly":[200,200],"quarterly":[600,600]},"sourceSentences":{"monthly":"Our minimum fee is $2,400 8 ($200 per month or $600 per quarter) and is based on client complexity.","quarterly":"Our minimum fee is $2,400 8 ($200 per month or $600 per quarter) and is based on client complexity.","hourly":"Fee (a la carte) Financial Planning fee is an hourly rate of $200 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032941","page":"https://plannerfees.com/planners/bobb-financial-incorporated-287849/"},{"crd":310150,"name":"Boca Retirement Strategies Inc.","city":"Jupiter","state":"FL","fees":{"hourly":[250,350]},"sourceSentences":{"hourly":"The hourly fee for these services is between $250 and $350. 4 Clients may terminate the agreement without penalty, for full refund of BRS INC.’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004539","page":"https://plannerfees.com/planners/boca-retirement-strategies-inc-310150/"},{"crd":129014,"name":"Bodnar Financial Advisors, Inc.","city":"Florham Park","state":"NJ","fees":{"hourly":[450,450],"flat":[500,9500]},"sourceSentences":{"flat":"The Basic Plan, which will cost the Client a flat fee in a range of $500 - $1,000, The Comprehensive Plan, which will cost the Client a flat fee in a range of $1,250 - $2,500, The Combination Business Entity - Individual Plan, which will cost the Client a flat fee in a range of $1,500 - $9,500. 5 Fees are not…","hourly":"Any refund of prepaid advisory fees or any fees due to BFA will be calculated based on BFA's time and work multiplied by the hourly rate of $450 per hour."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009730","page":"https://plannerfees.com/planners/bodnar-financial-advisors-inc-129014/"},{"crd":288987,"name":"Boerum Hill Financial Advisors LLC","city":"Brooklyn","state":"NY","fees":{"hourly":[175,300]},"sourceSentences":{"hourly":"Hourly fees range from $175 to $300 per hour."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003388","page":"https://plannerfees.com/planners/boerum-hill-financial-advisors-llc-288987/"},{"crd":118985,"name":"Bogue Asset Management LLC","city":"Wells","state":"ME","fees":{"hourly":[300,300],"annual":[1000,3000]},"sourceSentences":{"hourly":"Time-based consulting For advice or consulting that isn’t on an assets-based fee, my fee is $300 per hour, counted to a quarterhour.","annual":"My typical annual fee for a retainer is between $1,000 and $3,000, and we divide it into payments for three-month periods."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018560","page":"https://plannerfees.com/planners/bogue-asset-management-llc-118985/"},{"crd":326591,"name":"Boise River Financial Planning","city":"Boise","state":"ID","fees":{"hourly":[250,250],"flat":[1000,6000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $6,000.","hourly":"Our hourly rate is $250."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004823","page":"https://plannerfees.com/planners/boise-river-financial-planning-326591/"},{"crd":316268,"name":"Bold Vision Financial","city":"Chicago","state":"IL","fees":{"hourly":[385,385],"monthly":[120,500]},"sourceSentences":{"monthly":"Fees for this service are based on complexity and will range from $120 - $500 per month.","hourly":"Ongoing planning clients are entitled to a 25% discount on future comprehensive plans and may purchase additional at the prevailing “bulk” rate on our website (currently $385/hour)."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056996","page":"https://plannerfees.com/planners/bold-vision-financial-316268/"},{"crd":148654,"name":"Bolgiano Capital Management","city":"Midlothian","state":"TX","fees":{"hourly":[200,250]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $200 and $250."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022751","page":"https://plannerfees.com/planners/bolgiano-capital-management-148654/"},{"crd":341227,"name":"Bolhan Wealth","city":"Greenwood Village","state":"CO","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $10,000."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052317","page":"https://plannerfees.com/planners/bolhan-wealth-341227/"},{"crd":325013,"name":"Bolin Creek Wealth Advisors LLC","city":"Chapel Hill","state":"NC","fees":{"hourly":[335,335],"annual":[7500,50000]},"sourceSentences":{"annual":"Our annual fee for the Wealth Management Service ranges from $7,500 to $50,000.","hourly":"We provide project-based financial planning and consulting services at a rate of $335 per hour."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007108","page":"https://plannerfees.com/planners/bolin-creek-wealth-advisors-llc-325013/"},{"crd":150396,"name":"Bollin Wealth Management, LLC","city":"Perrysburg","state":"OH","fees":{"hourly":[500,500],"flat":[3000,10000]},"sourceSentences":{"flat":"Flat fees for financial planning services will generally range from $3,000 to $10,000, depending on the scope of the engagement.","hourly":"Hourly planning fees will also be offered at a rate of $500 an hour."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058494","page":"https://plannerfees.com/planners/bollin-wealth-management-llc-150396/"},{"crd":118873,"name":"Bollinger Financial Advisory, Inc.","city":"Stillwater","state":"OK","fees":{"hourly":[245,245]},"sourceSentences":{"hourly":"The fee is $245 per hour, our standard hourly rate."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040555","page":"https://plannerfees.com/planners/bollinger-financial-advisory-inc-118873/"},{"crd":288717,"name":"Bolt Wealth Management LLC","city":"Clovis","state":"CA","fees":{"hourly":[250,250],"quarterly":[1250,1250]},"sourceSentences":{"hourly":"Our rate is $250 per hour; billed in hourly increments, and partial increments will be treated as a whole increment.","quarterly":"We are paid a retainer (fixed) fee of $1,250 per quarter."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027247","page":"https://plannerfees.com/planners/bolt-wealth-management-llc-288717/"},{"crd":281078,"name":"Bona Fide 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$400.","annual":"Following the initial 12-month planning period, if the client choses, we offer ongoing planning at the cost of $3000 per year."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042868","page":"https://plannerfees.com/planners/bonanni-frank-327111/"},{"crd":283682,"name":"Bond & Devick Wealth Partners","city":"Saint Louis Park","state":"MN","fees":{"hourly":[350,350],"flat":[750,50000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $750 to $50,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016701","page":"https://plannerfees.com/planners/bond-devick-wealth-partners-283682/"},{"crd":289214,"name":"Bond Financial Group, Inc.","city":"East Longmeadow","state":"MA","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $5,000.00.","hourly":"In the event of early termination, prior to the completion of the work, the client will be billed for the hours already worked at the rate of $250.00 per hour."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059482","page":"https://plannerfees.com/planners/bond-financial-group-inc-289214/"},{"crd":339667,"name":"Bond Financial Planning, LLC","city":"Hampton","state":"VA","fees":{"hourly":[300,300],"flat":[2400,30000],"quarterly":[600,7500]},"sourceSentences":{"hourly":"Hourly fees are $300 per hour.","flat":"Fixed fee engagements range from $2,400 to $30,000.","quarterly":"Ongoing financial planning services are offered at a quarterly rate, ranging from $600 to $7,500 per quarter."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030517","page":"https://plannerfees.com/planners/bond-financial-planning-llc-339667/"},{"crd":301066,"name":"Bone Fide Wealth","city":"New York","state":"NY","fees":{"hourly":[550,550],"flat":[5000,10000]},"sourceSentences":{"flat":"The typical planning fee generally ranges from $5,000 to $10,000.","hourly":"Our hourly fee is $550 with a one hour minimum."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023768","page":"https://plannerfees.com/planners/bone-fide-wealth-301066/"},{"crd":284395,"name":"Bonfanti Investment Services, LLC","city":"Prairieville","state":"LA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING Financial planning and consulting services are offered to all clients based on a negotiable hourly fee of $150 per hour."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003877","page":"https://plannerfees.com/planners/bonfanti-investment-services-llc-284395/"},{"crd":288522,"name":"Bonfire Financial, LLC","city":"Colorado Springs","state":"CO","fees":{"hourly":[350,350],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $1,000 to $10,000.","hourly":"Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $350.00."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011284","page":"https://plannerfees.com/planners/bonfire-financial-llc-288522/"},{"crd":166128,"name":"Bonfrisco Wealth Management LLC","city":"Cherry Hill","state":"NJ","fees":{"flat":[250,500]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $250 and $500."},"brochureDate":"3/10/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=950614","page":"https://plannerfees.com/planners/bonfrisco-wealth-management-llc-166128/"},{"crd":132804,"name":"Bontempo Ohly Capital Management, LLC","city":"Bethesda","state":"MD","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"Advisor’s hourly fee for financial planning services is $375 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037460","page":"https://plannerfees.com/planners/bontempo-ohly-capital-management-llc-132804/"},{"crd":139236,"name":"Bonwell Capital Management, LLC","city":"Richmond","state":"VA","fees":{"hourly":[250,250],"flat":[250,50000]},"sourceSentences":{"hourly":"Our hourly charge is $250.00 per hour.","flat":"Fixed fees will be between $250 and $50,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016583","page":"https://plannerfees.com/planners/bonwell-capital-management-llc-139236/"},{"crd":116682,"name":"Boone Wealth Advisors, LLC","city":"Bellevue","state":"WA","fees":{"flat":[1500,7500]},"sourceSentences":{"flat":"Our flat fees range from $2,000 - $7,500 with a minimum fee of $1,500 for written financial plans."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028744","page":"https://plannerfees.com/planners/boone-wealth-advisors-llc-116682/"},{"crd":289972,"name":"Booth Financial","city":"Birmingham","state":"AL","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $5,000."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040959","page":"https://plannerfees.com/planners/booth-financial-289972/"},{"crd":299618,"name":"Boreal Advisors LLC","city":"New Brighton","state":"MN","fees":{"flat":[500,5000],"annual":[500,5000]},"sourceSentences":{"flat":"AD HOC SERVICE Financial Planning Services are offered based on a flat fee between $500 and $5,000.","annual":"ONGOING FEES Financial Planning Services are offered based on an annual flat fee between $500 and $5,000 that is billed quarterly or monthly in advance at the beginning of each quarter or month."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059936","page":"https://plannerfees.com/planners/boreal-advisors-llc-299618/"},{"crd":323065,"name":"Borger Capital Management LLC","city":"Wausau","state":"WI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"General market discussions Financial planning consultations Hourly consulting services are billed at $300 per hour."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056286","page":"https://plannerfees.com/planners/borger-capital-management-llc-323065/"},{"crd":311906,"name":"Borges Financial","city":"Brookfield","state":"WI","fees":{"hourly":[395,395],"flat":[1000,1000],"monthly":[500,1000],"annual":[6000,12000]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at an hourly rate of $395 per hour.","flat":"Ongoing Financial Planning consists of an upfront charge of $1,000 and an ongoing fee that is paid monthly, in arrears, at a rate ranging from $500 to $1,000 per month ($6,000 to $12,000 annually).","monthly":"Ongoing Financial Planning consists of an upfront charge of $1,000 and an ongoing fee that is paid monthly, in arrears, at a rate ranging from $500 to $1,000 per month ($6,000 to $12,000 annually).","annual":"Ongoing Financial Planning consists of an upfront charge of $1,000 and an ongoing fee that is paid monthly, in arrears, at a rate ranging from $500 to $1,000 per month ($6,000 to $12,000 annually)."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058790","page":"https://plannerfees.com/planners/borges-financial-311906/"},{"crd":316256,"name":"Bormann Wealth Management, LLC","city":"Spokane","state":"WA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Our standard rate is $400 per hour, billed in​ W ​15-minute increments."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017348","page":"https://plannerfees.com/planners/bormann-wealth-management-llc-316256/"},{"crd":155780,"name":"Bortolussi Wealth Management, Inc.","city":"Southborough","state":"MA","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"For certain engagements, BWM offers stand-alone financial planning services at an hourly rate of $100, which may be negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046408","page":"https://plannerfees.com/planners/bortolussi-wealth-management-inc-155780/"},{"crd":331704,"name":"Bos Taurus","city":"Diamond Bar","state":"CA","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 4 Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $100 and $500."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053034","page":"https://plannerfees.com/planners/bos-taurus-331704/"},{"crd":148940,"name":"Boskia Wealth Management & Advisory Services, L.L.C.","city":"Marietta","state":"GA","fees":{"hourly":[425,425],"flat":[10000,15000]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $10,000 to $15,000 based on complexity and unique client needs.","hourly":"Services are offered based on an hourly fee of $425 per hour based on complexity and unique client 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hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=948571","page":"https://plannerfees.com/planners/boston-investment-trust-management-inc-139446/"},{"crd":107643,"name":"Boston Research and Management, Inc.","city":"Manchester","state":"MA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"A minimum annual fee of $10,000 is generally applied to accounts less than $1,000,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026106","page":"https://plannerfees.com/planners/boston-research-and-management-inc-107643/"},{"crd":156452,"name":"Boston Standard Wealth Management, LLC","city":"Winchester","state":"MA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"For purposes of calculating refunds, the fee for all work performed by us up to the point of termination shall be calculated at our hourly rate of $350 or the hourly rate in effect at the time of termination. 6 General Consulting:"},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053718","page":"https://plannerfees.com/planners/boston-standard-wealth-management-llc-156452/"},{"crd":120304,"name":"Bostonnorth Financial Services, Inc.","city":"Andover","state":"MA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning services are generally offered at a rate of $250 per hour, however, fees are negotiable."},"brochureDate":"1/9/2020","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=604244","page":"https://plannerfees.com/planners/bostonnorth-financial-services-inc-120304/"},{"crd":282268,"name":"Bostonpremier Wealth","city":"Hingham","state":"MA","fees":{"hourly":[500,500],"flat":[500,15000]},"sourceSentences":{"flat":"Fixed fee engagement fees range from $500 to $15,000, which may be payable in advance of the engagement, pursuant to the financial planning agreement.","hourly":"The Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040971","page":"https://plannerfees.com/planners/bostonpremier-wealth-282268/"},{"crd":111334,"name":"Boulay Wealth","city":"Eden Prairie","state":"MN","fees":{"hourly":[150,450],"flat":[10000,50000]},"sourceSentences":{"flat":"$10,000 to $50,000 – payable one-half (1/2) upon execution of the agreement with Boulay and the balance due at the time of presentation of the plan, unless otherwise negotiated with the client.","hourly":"$150 - $450 per hour – payable as invoiced by Boulay."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055396","page":"https://plannerfees.com/planners/boulay-wealth-111334/"},{"crd":343638,"name":"Boulder Financial Planning Company","city":"Longmont","state":"CO","fees":{"hourly":[450,450],"flat":[1000,10000]},"sourceSentences":{"flat":"We charge a quarterly fee of $1,000 - $10,000 for Ongoing Comprehensive Financial Planning services.","hourly":"Our hourly rate is $450."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059817","page":"https://plannerfees.com/planners/boulder-financial-planning-company-343638/"},{"crd":289915,"name":"Boundless Advice LLC","city":"Manhattan Beach","state":"CA","fees":{"flat":[10000,100000],"quarterly":[5000,50000]},"sourceSentences":{"quarterly":"Ongoing Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing annual fee that is paid quarterly, in advance, at the rate of $5,000 to $50,000 per quarter, based on complexity and needs of the client.","flat":"The fixed fee can range between $10,000 and $100,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021092","page":"https://plannerfees.com/planners/boundless-advice-llc-289915/"},{"crd":281437,"name":"Bountiful Investment Management LLC","city":"Rumford","state":"RI","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"flat":"The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $5,000.","hourly":"An hourly fee of $250 per hour is charged by Bountiful Investment Management for consulting services."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017425","page":"https://plannerfees.com/planners/bountiful-investment-management-llc-281437/"},{"crd":132913,"name":"Bour Group","city":"South Riding","state":"VA","fees":{"hourly":[300,300],"flat":[900,900]},"sourceSentences":{"flat":"All fees are negotiable; however, a suggested minimum for a full, comprehensive financial plan remains at $900.","hourly":"BourGroup and the Client work together on specific financial planning issues and investment advisory services that may be needed and how much time it will take based on a rate of $300 per hour or a flat, fixed fee."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009231","page":"https://plannerfees.com/planners/bour-group-132913/"},{"crd":152178,"name":"Bourbon Financial Management","city":"Chicago","state":"IL","fees":{"flat":[300,1000],"monthly":[300,300]},"sourceSentences":{"monthly":"Bourbon Financial Management, LLC gives advice to clients on a non-discretionary basis for a fixed monthly fee based on the client assets with a minimum fee of $300 per month.","flat":"Monthly financial planning / investment advisory fees range from $300 to $1,000 and start one month after the initial payment."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059626","page":"https://plannerfees.com/planners/bourbon-financial-management-152178/"},{"crd":108054,"name":"Bourgeon Capital Management LLC","city":"Darien","state":"CT","fees":{"flat":[7000,7000]},"sourceSentences":{"flat":"The cost of the development of an initial financial plan is $7,000."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051924","page":"https://plannerfees.com/planners/bourgeon-capital-management-llc-108054/"},{"crd":297957,"name":"Bourke Wealth Management","city":"Santa Barbara","state":"CA","fees":{"hourly":[350,350],"flat":[50000,50000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $50,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008818","page":"https://plannerfees.com/planners/bourke-wealth-management-297957/"},{"crd":317050,"name":"Boutique Wealth Advisors LLC","city":"Canton","state":"OH","fees":{"flat":[200,5000],"quarterly":[625,625],"annual":[2500,2500]},"sourceSentences":{"annual":"BWA has included a max fee of $2,500/year (which would include assets over the market value of $500,000).","quarterly":"It is billed quarterly, at $625/quarter.","flat":"BWA will charge a fixed fee for project consulting services in the range of $200 to $5,000 as contracted for with the Client in advance."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049665","page":"https://plannerfees.com/planners/boutique-wealth-advisors-llc-317050/"},{"crd":108436,"name":"Bouvel Investment Partners, LLC","city":"Phoenixville","state":"PA","fees":{"hourly":[250,350]},"sourceSentences":{"hourly":"Bouvel’s planning and consulting fees are negotiable but generally range from $250 to $350 on an hourly rate basis, depending upon the level and scope of the services required and the professionals providing the services."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050954","page":"https://plannerfees.com/planners/bouvel-investment-partners-llc-108436/"},{"crd":318283,"name":"Bowditch Advisory Services, LP","city":"Boston","state":"MA","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"Bowditch Advisory offers general financial planning advice on an hourly fee basis of $225 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035120","page":"https://plannerfees.com/planners/bowditch-advisory-services-lp-318283/"},{"crd":165083,"name":"Bowen Asset Management LLC","city":"West Chester","state":"PA","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"(i) the client wishes financial planning advice and consulting and/or (ii) the client wishes portfolio structure advice and consulting Hourly rate (ranging from $200 to $500 per hour)."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018013","page":"https://plannerfees.com/planners/bowen-asset-management-llc-165083/"},{"crd":170888,"name":"Bowen Financial Planning LLC","city":"Holland","state":"MI","fees":{"hourly":[90,90]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice services and consulting are $90 per hour."},"brochureDate":"6/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049820","page":"https://plannerfees.com/planners/bowen-financial-planning-llc-170888/"},{"crd":310255,"name":"Bowline Financial, LLC","city":"Grosse Pointe Woods","state":"MI","fees":{"flat":[25000,25000],"annual":[1200,1200]},"sourceSentences":{"annual":"Bowline Financial charges a negotiated annual fixed fee starting at $1,200 for a very basic financial plan, while not exceeding $25,000 for the most complex plans.","flat":"Bowline Financial charges a negotiated annual fixed fee starting at $1,200 for a very basic financial plan, while not exceeding $25,000 for the most complex plans."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047200","page":"https://plannerfees.com/planners/bowline-financial-llc-310255/"},{"crd":340727,"name":"Bowman Wealth Management Group","city":"Hershey","state":"PA","fees":{"flat":[250,2000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $250 and $2,000."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054653","page":"https://plannerfees.com/planners/bowman-wealth-management-group-340727/"},{"crd":155623,"name":"Box Financial Advisors, LLC","city":"Grapevine","state":"TX","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"When clients take advantage of both our investment supervisory services and our financial planning services a minimum fee of $2,500 will apply."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028855","page":"https://plannerfees.com/planners/box-financial-advisors-llc-155623/"},{"crd":288157,"name":"Boyce & Associates Wealth Consulting, Inc.","city":"Cedar Park","state":"TX","fees":{"monthly":[250,3500]},"sourceSentences":{"monthly":"Schedule Service One Time Fee Subscription Fee Financial Planning $3,500 $250/ Month One-time financial planning fees shall be paid in advance."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013203","page":"https://plannerfees.com/planners/boyce-associates-wealth-consulting-inc-288157/"},{"crd":107505,"name":"Boyd Financial Strategies, Inc.","city":"Auburn","state":"MA","fees":{"quarterly":[300,300]},"sourceSentences":{"quarterly":"Hourly fees may be partially waived for Clients who are paying an ongoing wealth management fee greater than $300 per quarter and the annual review does not exceed 2 hours of billable time."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022942","page":"https://plannerfees.com/planners/boyd-financial-strategies-inc-107505/"},{"crd":293990,"name":"Boyd Wealth Management, LLC","city":"Sacramento","state":"CA","fees":{"flat":[5000,5000],"annual":[20000,20000]},"sourceSentences":{"annual":"Advisory Business – Updated to reflect changes in Firm ownership, Assets Under Management and Minimum Annual Fee of $20,000/year Item 5:","flat":"Typically, our Financial Planning fee starts at $5,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019565","page":"https://plannerfees.com/planners/boyd-wealth-management-llc-293990/"},{"crd":132416,"name":"Boyle Capital","city":"West Des Moines","state":"IA","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"We charge an hourly fee of $100-$300 per hour for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016769","page":"https://plannerfees.com/planners/boyle-capital-132416/"},{"crd":143201,"name":"Boynton Financial LLC","city":"San Antonio","state":"TX","fees":{"hourly":[150,150],"flat":[300,1000]},"sourceSentences":{"hourly":"Hourly rates are charged at $150.00 per hour.","flat":"Fixed rates range from $300.00 to $1,000.00 and are negotiable, depending on estimated time involved."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021016","page":"https://plannerfees.com/planners/boynton-financial-llc-143201/"},{"crd":161261,"name":"Boyum Wealth Architects LLC","city":"Bloomington","state":"MN","fees":{"hourly":[350,350],"flat":[1500,50000]},"sourceSentences":{"hourly":"The Plan Sponsor and Boyum Wealth may agree, from time to time, that the Advisor be Boyum Wealth Architects LLC Page 7 compensated for additional non-investment related duties outside the normal scope of this Agreement on an hourly basis of $350 per hour.","flat":"Some clients will contract to have financial planning, business consulting services or plan participant consulting advice charged as a fixed fee in the range of $1,500 to $50,000 per plan or project as contracted for with client in advance."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002023","page":"https://plannerfees.com/planners/boyum-wealth-architects-llc-161261/"},{"crd":325909,"name":"BPM Wealth Advisors, LLC","city":"San Francisco","state":"CA","fees":{"flat":[250,50000]},"sourceSentences":{"flat":"Negotiated Flat Fee – BPMWA may charge a flat fee for its services typically ranging from $250 to $50,000 or more depending on the needs of the client and the complexity of the plan."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004427","page":"https://plannerfees.com/planners/bpm-wealth-advisors-llc-325909/"},{"crd":166962,"name":"BPP Wealth Solutions, LLC","city":"Basking Ridge","state":"NJ","fees":{"hourly":[60,60],"flat":[3000,20000]},"sourceSentences":{"flat":"These fees are largely determined by the scope and complexity of the agreed upon services and range from $3,000 to $20,000 on a fixed fee basis.","hourly":"A fixed fee of $60 per hour is billed and payable after services are rendered."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015970","page":"https://plannerfees.com/planners/bpp-wealth-solutions-llc-166962/"},{"crd":135478,"name":"Brackenwood Capital Management, LLC","city":"Bainbridge Island","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning clients are billed at a maximum hourly rate of $250."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045475","page":"https://plannerfees.com/planners/brackenwood-capital-management-llc-135478/"},{"crd":110953,"name":"Bradford Financial Center","city":"Clarion","state":"IA","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"The hourly rate varies from $100 to $500, depending on the number of recommendations implemented, the legal documents needed, legal services needed, and which staff personnel’s time is required."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027827","page":"https://plannerfees.com/planners/bradford-financial-center-110953/"},{"crd":132288,"name":"Bradfordcrane Company LLC","city":"Port Orchard","state":"WA","fees":{"hourly":[300,300],"flat":[500,500]},"sourceSentences":{"flat":"A $500 fee is due at time the advisory contract is signed to commence limited engagement, one-time advisory services.","hourly":"Limited Engagement Advisory and Financial Planning services are provided at an hourly rate of $300 per hour and billed 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$250."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022102","page":"https://plannerfees.com/planners/brand-new-day-wealth-planning-llc-327674/"},{"crd":110267,"name":"Brandon Financial Planning, Inc.","city":"Memphis","state":"TN","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"$500 per hour. 7 Gross Income or Net Worth Based:"},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021233","page":"https://plannerfees.com/planners/brandon-financial-planning-inc-110267/"},{"crd":125308,"name":"Brannen & Lyle Investment Company","city":"Bainbridge","state":"GA","fees":{"hourly":[125,125],"flat":[1500,1500]},"sourceSentences":{"flat":"Type Fixed Fee Maximum Fee Payable $1,500 Payable one-half (1/2) upon execution of the advisory agreement with B&L and the balance due at the time of presentation of the plan, unless otherwise negotiated with you.","hourly":"$125 per hour Payable at the end of each month based upon time spent by B&L."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012578","page":"https://plannerfees.com/planners/brannen-lyle-investment-company-125308/"},{"crd":333892,"name":"Brass Capital","city":"Leesburg","state":"VA","fees":{"flat":[0,4000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $0 and $4,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023691","page":"https://plannerfees.com/planners/brass-capital-333892/"},{"crd":324396,"name":"Braswell Capital, LLC","city":"Arlington","state":"VA","fees":{"hourly":[30,50]},"sourceSentences":{"hourly":"The fixed hourly rate ranges from $30-$50/hour."},"brochureDate":"3/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019032","page":"https://plannerfees.com/planners/braswell-capital-llc-324396/"},{"crd":288336,"name":"Braun-Bostich & Associates Inc.","city":"Canonsburg","state":"PA","fees":{"flat":[1500,20000]},"sourceSentences":{"flat":"Ongoing Annual Review – BBA offers financial planning services for an annual fixed engagement fee ranging from $1,500 to $20,000."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013464","page":"https://plannerfees.com/planners/braun-bostich-associates-inc-288336/"},{"crd":322054,"name":"Brava Financial","city":"San Diego","state":"CA","fees":{"hourly":[450,450],"flat":[3000,15000],"annual":[5000,15000]},"sourceSentences":{"annual":"Annual fees range from $5,000 to $15,000 and are paid quarterly in arrears.","hourly":"This initial fee is based on our hourly rate of $450 and charged upon delivery of the plan.","flat":"Fixed fee rates range between $3,000 to $15,000."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009689","page":"https://plannerfees.com/planners/brava-financial-322054/"},{"crd":275029,"name":"Brave Boat Capital Advisors","city":"Boston","state":"MA","fees":{"flat":[1000,30000]},"sourceSentences":{"flat":"If the Plan Fiduciary requests our consultation and plan management services on a stand-alone basis, we will typically assess a fixed fee ranging from $1,000 to $30,000."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018028","page":"https://plannerfees.com/planners/brave-boat-capital-advisors-275029/"},{"crd":283307,"name":"Brave Eagle Wealth Management","city":"New 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financial plan, BAM typically charges a fixed fee, typically ranging from $1,500 to $5,000, depending on the nature and complexity of each client’s circumstances, the extent of services desired by the client and upon mutual agreement with the client."},"brochureDate":"2/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010843","page":"https://plannerfees.com/planners/breakwater-asset-management-llc-155041/"},{"crd":172498,"name":"Breakwater Capital","city":"Kalamazoo","state":"MI","fees":{"hourly":[100,250],"annual":[5000,5000]},"sourceSentences":{"annual":"Breakwater generally includes financial planning in its investment management fee for clients whose investment management fee exceeds $5,000 annually.","hourly":"These fees are negotiable but generally range from $100 to $250 on an hourly basis, depending on the level and scope of services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034401","page":"https://plannerfees.com/planners/breakwater-capital-172498/"},{"crd":321097,"name":"Breakwater Capital Group","city":"Paramus","state":"NJ","fees":{"hourly":[500,500],"flat":[5000,20000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $5,000 to $20,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis not to exceed $500 per hour.","hourly":"As a fixed fee, typically ranging from $5,000 to $20,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis not to exceed $500 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021768","page":"https://plannerfees.com/planners/breakwater-capital-group-321097/"},{"crd":282401,"name":"Breakwater 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services are based on an hourly rate of $350.00 per hour or a flat fee of $2,500.00 to $20,000.00, based on the complexity of the engagement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036850","page":"https://plannerfees.com/planners/breakwater-investment-management-150841/"},{"crd":300728,"name":"Brecken Capital Advisors, LLC","city":"Weddington","state":"NC","fees":{"flat":[500,2000]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $2,000, depending on complexity and the needs of the client."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002349","page":"https://plannerfees.com/planners/brecken-capital-advisors-llc-300728/"},{"crd":286513,"name":"Breen Wealth Management, LLC","city":"Petaluma","state":"CA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"The maximum hourly fee 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hour."},"brochureDate":"3/31/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=969569","page":"https://plannerfees.com/planners/briarcliff-manor-wealth-advisors-131321/"},{"crd":310562,"name":"Briarwood Financial","city":"Gig Harbor","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of up to $3,000, based upon our hourly rate of $300."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044588","page":"https://plannerfees.com/planners/briarwood-financial-310562/"},{"crd":316781,"name":"Brick Street Financial","city":"Clinton","state":"MS","fees":{"hourly":[500,500],"flat":[1500,2500]},"sourceSentences":{"flat":"The fixed fee can range between $1,500 and $2,500.","hourly":"In the event of early termination, the 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range from $250 to $12,000 Clients may:  Pay in full upfront, or  Pay a portion at the beginning and the remainder upon completion BCC will not bill more than $500 six or more months in advance.","flat":"Fees are negotiable and agreed upon in advance.  Hourly fee: $250 per hour  Fixed fees: generally range from $250 to $12,000 Clients may:  Pay in full upfront, or  Pay a portion at the beginning and the remainder upon completion BCC will not bill more than $500 six or more months in advance."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052277","page":"https://plannerfees.com/planners/bridge-capital-consulting-llc-283663/"},{"crd":326946,"name":"Bridge Capital Management","city":"Brooklyn","state":"NY","fees":{"hourly":[350,500],"flat":[1000,3000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $3,000.","hourly":"The negotiated hourly fee for these services is between $350 and $500."},"brochureDate":"5/19/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=848577","page":"https://plannerfees.com/planners/bridge-capital-management-326946/"},{"crd":298134,"name":"Bridge Financial Strategies","city":"Scottsdale","state":"AZ","fees":{"flat":[5000,5000],"annual":[10000,10000]},"sourceSentences":{"annual":"- 2- There is a minimum annual fee of $10,000.","flat":"Due to the additional professional time invested in performing the initial financial planning services, at the inception of the relationship between Client and Bridge Financial Strategies, a one-time planning fee of $5,000 will be charged toward the initial services as described above in Item 4 at commencement of…"},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018473","page":"https://plannerfees.com/planners/bridge-financial-strategies-298134/"},{"crd":331683,"name":"Bridge Generations Wealth Management","city":"South Miami","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Upon client request, BGWM may agree to charge an hourly fee of $500 for to provide financial planning and consulting services as described in the wealth management section above, and other special projects not involving portfolio management."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019537","page":"https://plannerfees.com/planners/bridge-generations-wealth-management-331683/"},{"crd":316508,"name":"Bridge the Gap Retirement Planners","city":"Simi Valley","state":"CA","fees":{"hourly":[250,250],"flat":[1000,12000]},"sourceSentences":{"flat":"The annual fee for Ongoing Comprehensive Financial Planning services can range from $1,000 to $12,000.","hourly":"Hourly financial planning is provided for an hourly rate of $250."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050825","page":"https://plannerfees.com/planners/bridge-the-gap-retirement-planners-316508/"},{"crd":317202,"name":"Bridge To Wealth LLC","city":"Corinth","state":"TX","fees":{"hourly":[200,200],"flat":[495,2995],"monthly":[200,1200]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $495 - $2,995 depending on complexity and needs of the client and an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $1200 per month depending on complexity and needs of the client.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $495 - $2,995 depending on complexity and needs of the client and an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $1200 per month depending on complexity and needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate of $200."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044988","page":"https://plannerfees.com/planners/bridge-to-wealth-llc-317202/"},{"crd":299091,"name":"Bridgelane Financial","city":"San Francisco","state":"CA","fees":{"hourly":[500,500],"flat":[5000,20000],"monthly":[400,2000]},"sourceSentences":{"flat":"Ongoing Financial Planning Comprehensive Financial Planning consists of an upfront charge of $5000 - $20,000 based on complexity and needs of the client and an ongoing fee that is paid monthly, in advance, at the rate of $400 - $2,000 per month based on complexity and needs of the client.","monthly":"Ongoing Financial Planning Comprehensive Financial Planning consists of an upfront charge of $5000 - $20,000 based on complexity and needs of the client and an ongoing fee that is paid monthly, in advance, at the rate of $400 - $2,000 per month based on complexity and needs of the client.","hourly":"Based Financial Planning Engagements Hourly Financial Planning is offered at an hourly rate of $500 per hour and is billed in 15 minute increments."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009433","page":"https://plannerfees.com/planners/bridgelane-financial-299091/"},{"crd":154920,"name":"Bridgelight Capital LLC","city":"Scottsdale","state":"AZ","fees":{"flat":[750,750]},"sourceSentences":{"flat":"We generally charge a minimum fee of $750 for written financial plans."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036278","page":"https://plannerfees.com/planners/bridgelight-capital-llc-154920/"},{"crd":139518,"name":"Bridgelight Financial Advisors, Inc","city":"Shelton","state":"CT","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"The hourly rate used for this purpose is $325/hour."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057229","page":"https://plannerfees.com/planners/bridgelight-financial-advisors-inc-139518/"},{"crd":298563,"name":"Bridger Financial Services, LLC","city":"Temecula","state":"CA","fees":{"hourly":[150,150],"flat":[500,2500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour.","flat":"Services are offered based on a flat fee of $500 to $2500."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005122","page":"https://plannerfees.com/planners/bridger-financial-services-llc-298563/"},{"crd":6290,"name":"Bridgeview Capital Advisors, Inc.","city":"El Dorado Hills","state":"CA","fees":{"hourly":[350,350],"flat":[700,700]},"sourceSentences":{"hourly":"Financial Planning clients will be billed at an hourly rate of $350 per hour and will be provided the amount of hours and total fee in the Advisory Agreement.","flat":"There is a minimum fee of $700 for Financial Planning Services."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057730","page":"https://plannerfees.com/planners/bridgeview-capital-advisors-inc-6290/"},{"crd":169832,"name":"Bridgewater Asset Management LLC","city":"Chesterfield","state":"MO","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"Our hourly fees are negotiable, and will not exceed $500.","flat":"Our fixed fees are negotiable, and will not exceed $10,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022531","page":"https://plannerfees.com/planners/bridgewater-asset-management-llc-169832/"},{"crd":293514,"name":"Bridgewealth Advisory Group, LLC","city":"Fresno","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033595","page":"https://plannerfees.com/planners/bridgewealth-advisory-group-llc-293514/"},{"crd":332837,"name":"Bridgewise Wealth Management","city":"Troy","state":"MI","fees":{"hourly":[300,300],"flat":[4995,4995],"quarterly":[1000,1000]},"sourceSentences":{"quarterly":"The Firm sets a minimum fee of $1,000 per quarter, which may be waived by the IAR based on the needs of the client and the complexity of the situation.","hourly":"Our hourly rate is $300 for most services but can vary based on the scope of the work being performed.","flat":"A full financial plan, including consultations, revisions, and a finalized written plan, is $4,995 per plan but can vary based on the scope of the work, complexity, and nuances of the family’s needs."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011990","page":"https://plannerfees.com/planners/bridgewise-wealth-management-332837/"},{"crd":290871,"name":"Bridgford Wealth Advisory, LLC","city":"Rock Island","state":"IL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services Bridgford offers stand-alone financial planning and consulting services on an hourly basis at a rate of $200 per hour."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042053","page":"https://plannerfees.com/planners/bridgford-wealth-advisory-llc-290871/"},{"crd":291012,"name":"Briggs Financial Inc.","city":"Round Lake Beach","state":"IL","fees":{"hourly":[400,400],"monthly":[250,250],"annual":[3000,3000]},"sourceSentences":{"annual":"Basic: $3,000/year ($250/month) Basic comprehensive financial planning is designed primarily for clients who are working to reduce/eliminate personal debt, develop stronger cash flow through efficient spending and saving habits, and begin accumulating wealth.","monthly":"Basic: $3,000/year ($250/month) Basic comprehensive financial planning is designed primarily for clients who are working to reduce/eliminate personal debt, develop stronger cash flow through efficient spending and saving habits, and begin accumulating wealth.","hourly":"The hourly rate for financial planning in Washington is $400.00/hour."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002609","page":"https://plannerfees.com/planners/briggs-financial-inc-291012/"},{"crd":125518,"name":"Briggs Wealth Management, Inc.","city":"Glastonbury","state":"CT","fees":{"hourly":[150,500],"flat":[5000,10000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $5,000 to $10,000, depending on the nature and complexity of each client's circumstances.","hourly":"On an hourly basis calculated on a charge ranging from $ 150 to $500 per hour."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007722","page":"https://plannerfees.com/planners/briggs-wealth-management-inc-125518/"},{"crd":291047,"name":"Bright Forge Capital, LLC","city":"Hatfield","state":"PA","fees":{"flat":[0,2500]},"sourceSentences":{"flat":"Since fees are paid in arrears, no rebate will be needed upon termination of the account. 6 Comprehensive Financial Planning Comprehensive Financial Planning consists of a non-refundable upfront charge of $0 - $2,500 and a monthly fee that is paid in arrears."},"brochureDate":"12/15/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998546","page":"https://plannerfees.com/planners/bright-forge-capital-llc-291047/"},{"crd":284920,"name":"Bright Futures Wealth Management, LLC","city":"Webster","state":"NY","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"The hourly fee for these services is between $100 and $300."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013342","page":"https://plannerfees.com/planners/bright-futures-wealth-management-llc-284920/"},{"crd":157940,"name":"Bright Lantern Financial LLC","city":"Chicago","state":"IL","fees":{"hourly":[400,400],"quarterly":[2200,2200]},"sourceSentences":{"hourly":"We charge $400/hour for these services and will provide a fixed fee based on the complexity of the clients’ needs.","quarterly":"Sally’s Portfolio Management fee turns out to be $2200 per quarter."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005293","page":"https://plannerfees.com/planners/bright-lantern-financial-llc-157940/"},{"crd":164408,"name":"Bright Road Wealth Management, LLC","city":"Anchorage","state":"AK","fees":{"hourly":[300,650],"flat":[800,6500]},"sourceSentences":{"hourly":"Page 5 of 14 Financial Planning Fees Hourly Fees The hourly fee for these services range between $300 and $650 per hour.","flat":"Fixed fees for financial planning will typically range from $800 - $6,500, depending on the scope and complexity of the work."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014927","page":"https://plannerfees.com/planners/bright-road-wealth-management-llc-164408/"},{"crd":299434,"name":"Bright Wealth Advisors, LLC","city":"Mission Viejo","state":"CA","fees":{"hourly":[400,400],"flat":[1500,6000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $400 per hour.","flat":"Services are offered based on a flat fee between $1,500 and $6,000."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045620","page":"https://plannerfees.com/planners/bright-wealth-advisors-llc-299434/"},{"crd":165483,"name":"Brightedge Wealth Management","city":"Kennesaw","state":"GA","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"The fee is based upon an hourly billing rate starting at a minimum of $125 and is generally negotiable."},"brochureDate":"6/14/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=981875","page":"https://plannerfees.com/planners/brightedge-wealth-management-165483/"},{"crd":300619,"name":"Brighter Financial Capital Management, LLC","city":"Reston","state":"VA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client based on time spent by BFCM at a rate of $150 per hour."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009791","page":"https://plannerfees.com/planners/brighter-financial-capital-management-llc-300619/"},{"crd":321746,"name":"Brighter Retirement Advisors LLC","city":"Lehi","state":"UT","fees":{"flat":[50,500]},"sourceSentences":{"flat":"The fixed fee for education courses and content is between $50 and $500."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026808","page":"https://plannerfees.com/planners/brighter-retirement-advisors-llc-321746/"},{"crd":339155,"name":"Brightguide Financial","city":"Gilbert","state":"AZ","fees":{"flat":[299,4999]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is $299, $1,995, and $4,999."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019379","page":"https://plannerfees.com/planners/brightguide-financial-339155/"},{"crd":318730,"name":"Brighthaven Financial Advisors","city":"Huntsville","state":"AL","fees":{"hourly":[250,250],"flat":[500,800]},"sourceSentences":{"flat":"This service is offered on a fixed fee basis ranging from $500 to $800 per plan, depending on your project, advisor selected, your financial profile and services to be rendered. 7 We do not require a retainer and the estimated financial planning or consulting fee we quote is due upon engagement.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $250.00 per hour and the client will be refunded the difference."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055126","page":"https://plannerfees.com/planners/brighthaven-financial-advisors-318730/"},{"crd":108601,"name":"Brighton Jones LLC","city":"Seattle","state":"WA","fees":{"hourly":[150,300],"flat":[5000,25000],"annual":[10000,10000]},"sourceSentences":{"annual":"Brighton Jones generally imposes a minimum annual fee of $10,000.","flat":"Typically, these engagements involve a fixed fee (generally ranging between $5,000 and $25,000) and an hourly component (generally ranging between $150 and $300 per hour) subject to the terms and conditions of the agreement between the client and OpenPlan.","hourly":"Typically, these engagements involve a fixed fee (generally ranging between $5,000 and $25,000) and an hourly component (generally ranging between $150 and $300 per hour) subject to the terms and conditions of the agreement between the client and OpenPlan."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038999","page":"https://plannerfees.com/planners/brighton-jones-llc-108601/"},{"crd":333477,"name":"Brightorange Advisors","city":"Altadena","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"BrightOrange offers financial planning services at an hourly rate of $250."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008969","page":"https://plannerfees.com/planners/brightorange-advisors-333477/"},{"crd":327329,"name":"Brightpath Financial Advisors, LLC","city":"Etters","state":"PA","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"Our maximum negotiable fixed fee is $5,000 and our negotiable hourly fee is $250.","hourly":"Our maximum negotiable fixed fee is $5,000 and our negotiable hourly fee is $250."},"brochureDate":"8/27/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=988816","page":"https://plannerfees.com/planners/brightpath-financial-advisors-llc-327329/"},{"crd":220517,"name":"Brightpath Financial, Inc.","city":"Boynton Beach","state":"FL","fees":{"hourly":[375,375],"annual":[5000,40000]},"sourceSentences":{"annual":"The minimum annual fee is $5,000 and the maximum annual fee is $40,000.","hourly":"In such instances, BrightPath’s fee would be $375 per hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010890","page":"https://plannerfees.com/planners/brightpath-financial-inc-220517/"},{"crd":164209,"name":"Brightpath Wealth Advisors LLC","city":"Crofton","state":"MD","fees":{"hourly":[400,400],"flat":[2400,4800]},"sourceSentences":{"hourly":"Refunds will be calculated based on amount of time spent at $400 per hour.","flat":"Services are offered based on a flat fee between $2,400-$4,800."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023315","page":"https://plannerfees.com/planners/brightpath-wealth-advisors-llc-164209/"},{"crd":160563,"name":"Brightpath Wealth Planning, LLC","city":"Camarillo","state":"CA","fees":{"hourly":[325,325],"flat":[1500,5000],"quarterly":[200,500]},"sourceSentences":{"hourly":"Hourly fees are $325 per hour.","flat":"Fixed fees for project-based financial planning range from $1,500 to $5,000.","quarterly":"BPWP also offers ongoing financial planning services for a quarterly fee that ranges from $200 to $500."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055194","page":"https://plannerfees.com/planners/brightpath-wealth-planning-llc-160563/"},{"crd":283790,"name":"Brightplan LLC","city":"San Jose","state":"CA","fees":{"monthly":[20,20]},"sourceSentences":{"monthly":"In the event an employee leaves the employer they may opt to remain a client of BrightPlan and pay the Subscription Fee which is no more than $20 each month."},"brochureDate":"6/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048736","page":"https://plannerfees.com/planners/brightplan-llc-283790/"},{"crd":300080,"name":"Brightview Financial Solutions","city":"Redwood City","state":"CA","fees":{"hourly":[300,300],"flat":[2500,6000]},"sourceSentences":{"flat":"Based Financial Planning will be available at the rate of $2,500 - $6,000 per project.","hourly":"After 30 calendar days, time spent on follow-up will be billed at our hourly rate of $300."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001560","page":"https://plannerfees.com/planners/brightview-financial-solutions-300080/"},{"crd":341289,"name":"Brightward Financial LLC","city":"Denver","state":"CO","fees":{"flat":[2500,7500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $7,500."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028492","page":"https://plannerfees.com/planners/brightward-financial-llc-341289/"},{"crd":169806,"name":"Brightwater Advisory, LLC","city":"Tampa","state":"FL","fees":{"hourly":[200,400],"flat":[400,3000]},"sourceSentences":{"flat":"These fees are negotiable, but range from $400 to $3,000 on a fixed fee basis and from $200 to $400 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but range from $400 to $3,000 on a fixed fee basis and from $200 to $400 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019798","page":"https://plannerfees.com/planners/brightwater-advisory-llc-169806/"},{"crd":165835,"name":"Brightwood Ventures, LLC","city":"Tigard","state":"OR","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Brightwood Ventures charges an hourly fee of $150/hour for financial plans."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001427","page":"https://plannerfees.com/planners/brightwood-ventures-llc-165835/"},{"crd":170394,"name":"Brightworks Financial Planning LLC","city":"Lexington","state":"SC","fees":{"hourly":[250,350],"flat":[175,475]},"sourceSentences":{"flat":"binder sent and shipped for a one-time cost paid to BFP of $175 mobile notary services only for a one-time cost paid to BFP of $375 for will based plan or $475 for a trust based plan.","hourly":"Our hourly rate range is $250-$350."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055144","page":"https://plannerfees.com/planners/brightworks-financial-planning-llc-170394/"},{"crd":292622,"name":"Brilliant Financial Strategies 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tier level of the Open Retainer fee schedule there is an additional $1,000/year charge if the client has selfemployment income requiring additional services such as additional tax reporting, customized quarterly tax estimates, evaluating/setting up self-employed retirement plans and addressing cash flow…"},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058076","page":"https://plannerfees.com/planners/brio-financial-planning-159180/"},{"crd":330145,"name":"Bristol Wealth Group","city":"Taunton","state":"MA","fees":{"hourly":[350,350],"flat":[500,5000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $500 to $5,000 depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $350 per hour.","hourly":"As a fixed fee, typically ranging from $500 to $5,000 depending on the nature and complexity of each client’s circumstances, or On an hourly basis of 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the number of hours estimated to complete the project at a rate of $200.00 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033143","page":"https://plannerfees.com/planners/brookhouse-advisors-287837/"},{"crd":292115,"name":"Brooklyn Fi, LLC","city":"Brooklyn","state":"NY","fees":{"monthly":[500,2000],"annual":[6000,24000]},"sourceSentences":{"monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee that is paid in advance, at the rate of $500 - $2,000 per month based on complexity and needs of the client.","annual":"We have a minimum annual fee typically ranging from $6,000 to $24,000, based on client 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the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required."},"brochureDate":"3/29/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=967597","page":"https://plannerfees.com/planners/brooks-financial-of-north-carolina-llc-317158/"},{"crd":332237,"name":"Brooks Wealth Management","city":"Westlake Village","state":"CA","fees":{"hourly":[250,250],"flat":[199,20000],"annual":[5000,20000]},"sourceSentences":{"annual":"Fixed advisory fees generally range from $5,000 to $20,000 per year and are billed quarterly in advance.","flat":"Fixed fees for financial planning services generally range from $199 to $20,000.","hourly":"Our hourly rate is $250 per 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$5,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021207","page":"https://plannerfees.com/planners/broussard-financial-group-llc-123724/"},{"crd":299101,"name":"Brown Capital Advisors, LLC","city":"Marietta","state":"GA","fees":{"flat":[2000,10000],"annual":[30000,75000]},"sourceSentences":{"flat":"Our financial planning services are offered at fixed fees of $2,000 to $10,000.","annual":"Fees for CFO Advisory Consultation Services are fixed and range from $30,000 to $75,000 annually."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024139","page":"https://plannerfees.com/planners/brown-capital-advisors-llc-299101/"},{"crd":174101,"name":"Brown Capital Management, LLC","city":"Little Rock","state":"AR","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly fee for these services is $200."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054210","page":"https://plannerfees.com/planners/brown-capital-management-llc-174101/"},{"crd":147056,"name":"Brown Financial Advisors, LLC","city":"Milford","state":"OH","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"hourly":"Services may be offered based on an hourly fee of $200 per hour.","flat":"Services may be offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043330","page":"https://plannerfees.com/planners/brown-financial-advisors-llc-147056/"},{"crd":169343,"name":"Brown Financial Group","city":"Del Rio","state":"TX","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"The hourly fee for these services is between $200 and $300."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012483","page":"https://plannerfees.com/planners/brown-financial-group-169343/"},{"crd":169330,"name":"Brown Financial Planning LLC","city":"Bay City","state":"MI","fees":{"hourly":[250,250],"flat":[500,1200]},"sourceSentences":{"flat":"Service Fee Type and Amount Comprehensive Financial Plan $1,200 minimum Annual Financial Plan Review $500 fixed fee Separate Financial Planning Consultations $250 hourly fee BCF may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.","hourly":"Service Fee Type and Amount Comprehensive Financial Plan $1,200 minimum Annual Financial Plan Review $500 fixed fee Separate Financial Planning Consultations $250 hourly fee BCF may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005977","page":"https://plannerfees.com/planners/brown-financial-planning-llc-169330/"},{"crd":330769,"name":"Brown Pcfo","city":"Bellingham","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The negotiated hourly rate for creating client financial plans is $250 an hour."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=988430","page":"https://plannerfees.com/planners/brown-pcfo-330769/"},{"crd":169271,"name":"Browning Capital Management LLC","city":"Sisters","state":"OR","fees":{"annual":[50000,50000]},"sourceSentences":{"annual":"The minimum annual fee is $50,000."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045753","page":"https://plannerfees.com/planners/browning-capital-management-llc-169271/"},{"crd":304855,"name":"Brownlee Wealth Management","city":"Houston","state":"TX","fees":{"hourly":[450,450],"flat":[500,5000]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $5,000.","hourly":"Financial Planning engagements are offered at an hourly rate of $450."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018688","page":"https://plannerfees.com/planners/brownlee-wealth-management-304855/"},{"crd":285221,"name":"Brownsboro Financial","city":"Lockhart","state":"TX","fees":{"hourly":[150,150],"flat":[100,250],"monthly":[100,250]},"sourceSentences":{"flat":"For Assets under management (AUM) below $500,000, Investment Management Services will be included in the fixed monthly Financial Planning fee, with a range of $100 - $250.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge in the range of $1,000 - $2,500 and an ongoing fee that is paid monthly, in arrears, at the range of $100 - $250 per month, based on complexity.","hourly":"In the event of early termination, the client will be billed for the hours worked applicable to the upfront fee at a rate of $150 per hour, outlined below."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032203","page":"https://plannerfees.com/planners/brownsboro-financial-285221/"},{"crd":287859,"name":"Bruce G. 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that ranges from $90.00 to $250.00.","hourly":"Fees are negotiable on a case by case basis, will be agreed upon in advance and be at either a fixed rate $180.00 to $45,000.00, based on adviser's anticipated hours expended and scope of services provided to individuals and corporate entities; or an hourly fee that ranges from $90.00 to $250.00."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016693","page":"https://plannerfees.com/planners/bruce-james-thomas-jr-115903/"},{"crd":294708,"name":"Bruce Mcindoe & Associates, Inc.","city":"La Mesa","state":"CA","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Bruce McIndoe & Associates, Inc. charges $100 per hour for specific financial advice or a one-time flat fee, based on $100 per hour, for specific services as agreed upon between Bruce McIndoe & Associates, Inc. and the client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=514639","page":"https://plannerfees.com/planners/bruce-mcindoe-associates-inc-294708/"},{"crd":170523,"name":"Brunger Financial","city":"San Rafael","state":"CA","fees":{"hourly":[25,100],"flat":[1000,10000]},"sourceSentences":{"hourly":"BF’s hourly and fixed fees are as listed below. __________(Client’s Initial) Hourly Fee Planning – an hourly rate of $25-$100 shall be paid to BF for advisory services, with a minimum charge of _____ hours.","flat":"The total estimated hours for financial planning services is _____. __________(Client’s Initial) Fixed Fee Planning – a flat rate of $1,000-$10,000 shall be paid to BF for financial planning services."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001890","page":"https://plannerfees.com/planners/brunger-financial-170523/"},{"crd":293192,"name":"Bruton Chisnell Advisors, LLC","city":"Downingtown","state":"PA","fees":{"hourly":[100,250],"flat":[500,2500]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $500 to $2,500 on a fixed fee basis and/or from $100 to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but generally range from $500 to $2,500 on a fixed fee basis and/or from $100 to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting 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$50,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037685","page":"https://plannerfees.com/planners/buckley-wealth-285823/"},{"crd":123252,"name":"Buena Vista Investment Management LLC","city":"Wisconsin Rapids","state":"WI","fees":{"hourly":[250,250],"flat":[1000,25000]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $1,000 and $25,000.","hourly":"The hourly fee for these services is $250."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010271","page":"https://plannerfees.com/planners/buena-vista-investment-management-llc-123252/"},{"crd":288105,"name":"Buff Your Finances","city":"Thousand Oaks","state":"CA","fees":{"hourly":[350,350],"flat":[1000,10000]},"sourceSentences":{"flat":"The client will need to respond within 30 business days with the signed addendum agreeing to the new fee for the current year to avoid billing delays. 11 Comprehensive Financial Planning for Washington Clients Ongoing Comprehensive Financial Planning consists of an upfront charge of $1,000 - $10,000 based upon our…","hourly":"The client will need to respond within 30 business days with the signed addendum agreeing to the new fee for the current year to avoid billing delays. 11 Comprehensive Financial Planning for Washington Clients Ongoing Comprehensive Financial Planning consists of an upfront charge of $1,000 - $10,000 based upon our…"},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055216","page":"https://plannerfees.com/planners/buff-your-finances-288105/"},{"crd":168937,"name":"Buffalo First Wealth Management, LLC","city":"Williamsville","state":"NY","fees":{"hourly":[250,250],"flat":[1000,15000]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $1000 and $15,000.","hourly":"The hourly fee for these services is $250."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058540","page":"https://plannerfees.com/planners/buffalo-first-wealth-management-llc-168937/"},{"crd":338661,"name":"Buffalo Run Wealth Advisors LLC","city":"Mission","state":"KS","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans will not exceed $5,000."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048082","page":"https://plannerfees.com/planners/buffalo-run-wealth-advisors-llc-338661/"},{"crd":343487,"name":"Bugle Valley","city":"Chandler","state":"AZ","fees":{"flat":[4500,6500],"annual":[8000,25000]},"sourceSentences":{"flat":"Fixed fee rates generally range from $4,500 to $6,500.","annual":"We charge an annual fee ranging from $8,000 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arrears."},"brochureDate":"4/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040281","page":"https://plannerfees.com/planners/bull-oak-capital-llc-170325/"},{"crd":304058,"name":"Bull Street Advisors","city":"Savannah","state":"GA","fees":{"annual":[2000,2000]},"sourceSentences":{"annual":"The firm's standard minimum fee is $2,000 per annum."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015870","page":"https://plannerfees.com/planners/bull-street-advisors-304058/"},{"crd":298318,"name":"Bullogic Wealth Management","city":"Pearland","state":"TX","fees":{"hourly":[300,300],"annual":[7800,7800]},"sourceSentences":{"annual":"Bullogic charges a flat annual fee of $7,800 that can be paid monthly, quarterly, or annually.","hourly":"Financial Planning project fee is an hourly rate of $300.00 per hour."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042691","page":"https://plannerfees.com/planners/bullogic-wealth-management-298318/"},{"crd":286041,"name":"Bullrock Capital, LLC","city":"Dublin","state":"OH","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"BRC bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is between $500 and $2,500."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016826","page":"https://plannerfees.com/planners/bullrock-capital-llc-286041/"},{"crd":313552,"name":"Bulman Wealth Group","city":"Roseville","state":"CA","fees":{"flat":[300,300]},"sourceSentences":{"flat":"BWG charges $300 for Estate plan 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whole."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055023","page":"https://plannerfees.com/planners/burgess-financial-planning-143984/"},{"crd":284575,"name":"Burkart & Stevens Wealth Management","city":"San Luis Obispo","state":"CA","fees":{"hourly":[250,250],"annual":[2000,20000]},"sourceSentences":{"annual":"The annual fee can range from $2,000.00 - $20,000.00, depending on complexity of the client’s situation.","hourly":"Project Financial Planning fee is also available as an hourly rate between $250 per hour."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040239","page":"https://plannerfees.com/planners/burkart-stevens-wealth-management-284575/"},{"crd":290579,"name":"Burkart Financial Group, Inc.","city":"St. 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$50,000."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048194","page":"https://plannerfees.com/planners/burkholder-associates-llc-313338/"},{"crd":332198,"name":"Burling Wealth Partners","city":"Chicago","state":"IL","fees":{"flat":[10000,100000]},"sourceSentences":{"flat":"In certain cases, the Firm provides financial planning or consulting services on a fixed‑fee basis, which generally ranges from $10,000 to $100,000, depending on the complexity of the client’s circumstances and the scope of services provided."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021268","page":"https://plannerfees.com/planners/burling-wealth-partners-332198/"},{"crd":293013,"name":"Burne Financial Concepts, LLC","city":"Watertown","state":"CT","fees":{"hourly":[200,350]},"sourceSentences":{"hourly":"Burne Financial offers financial planning services on an hourly basis ranging from $200 to $350 per hour."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003834","page":"https://plannerfees.com/planners/burne-financial-concepts-llc-293013/"},{"crd":118315,"name":"Burns Matteson Capital Management, LLC","city":"Corning","state":"NY","fees":{"hourly":[400,400],"flat":[5000,8000],"annual":[3500,3500]},"sourceSentences":{"flat":"Registrant’s financial planning fees generally range from $5,000 to $8,000 on a fixed fee basis and $400 on an hourly rate basis, depending upon the level and scope of the services required (see discussion below).","hourly":"Registrant’s financial planning fees generally range from $5,000 to $8,000 on a fixed fee basis and $400 on an hourly rate basis, depending upon the level and scope of the services required (see discussion below).","annual":"Both types of financial plans have an annual retainer fee of $3,500 beginning in year two."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040085","page":"https://plannerfees.com/planners/burns-matteson-capital-management-llc-118315/"},{"crd":155293,"name":"Burnside and Co.","city":"Oregon City","state":"OR","fees":{"hourly":[200,200],"flat":[1000,2500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour.","flat":"Services are offered based on a flat fee between $1,000 and $2,500."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059520","page":"https://plannerfees.com/planners/burnside-and-co-155293/"},{"crd":171049,"name":"Burris Wealth Management, Inc.","city":"Surprise","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Burris Wealth may provide advice or financial planning based on an hourly rate of $250 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and delivered inside of six months contingent upon timely delivery of all required documentation."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020730","page":"https://plannerfees.com/planners/busbee-wealth-advisors-llc-305784/"},{"crd":304262,"name":"Bush Wealth Management","city":"Valdosta","state":"GA","fees":{"hourly":[200,400],"flat":[1000,15000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis, and from $200 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis, and from $200 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and 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negotiated hourly rate is $250 per hour."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003244","page":"https://plannerfees.com/planners/butterworth-financial-llc-325026/"},{"crd":128382,"name":"Buttfield & Associates","city":"Red Bank","state":"NJ","fees":{"hourly":[250,250],"flat":[50000,250000]},"sourceSentences":{"hourly":"On occasion, when gross annual income is not a good indicator of the scope of the client’s planning needs, a fixed fee will be quoted, based upon the number of hours expected to complete the project at $250.00 per hour.","flat":"Managed Mutual Fund Accounts Fixed Income Accounts $50,000 $250,000 These minimums are negotiable on a case-by-case basis and are dependent on a variety of factors, including but not limited to the value of a client’s total household of accounts (adults who all live at the same address who have investment accounts…"},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022943","page":"https://plannerfees.com/planners/buttfield-associates-128382/"},{"crd":126058,"name":"Buttonwood Advisors, LLC","city":"Marana","state":"AZ","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Compensation – Financial Planning Only Minimum fee is $5,000.00 no implementation services will be provided."},"brochureDate":"12/6/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=802276","page":"https://plannerfees.com/planners/buttonwood-advisors-llc-126058/"},{"crd":144926,"name":"Buttonwood Financial Advisors, Inc.","city":"Baltimore","state":"MD","fees":{"flat":[500,500]},"sourceSentences":{"flat":"A fee of $500 is due upon presentation of a completed comprehensive financial plan. 5 GENERAL INFORMATION Advisory Fees in General:"},"brochureDate":"3/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015766","page":"https://plannerfees.com/planners/buttonwood-financial-advisors-inc-144926/"},{"crd":151164,"name":"Buttonwood Financial Group, LLC","city":"Kansas City","state":"MO","fees":{"hourly":[300,600],"quarterly":[300,30000],"annual":[1000,100000]},"sourceSentences":{"quarterly":"Fees are negotiable and are quoted as a fixed quarterly fee ranging from $300 to $30,000 based on the scope and complexity of the engagement.","hourly":"Below are our basic hourly rates: $600 per hour for Firm Principal or senior Advisor $450 per hour for Lead Advisor $300 per hour for Wealth Management Strategist $200 per hour for Operations Staff $125 per hour for Client Services $75 per hour for Admin Part 2A - 10 Buttonwood Financial Group, LLC Part 2A of Form…","annual":"Simplicity360 Services Annual fees for these services range from $1,000 to $100,000 for various terms and conditions, and dependent upon the services selected by a client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037122","page":"https://plannerfees.com/planners/buttonwood-financial-group-llc-151164/"},{"crd":305896,"name":"Buttonwood Wealth","city":"Winchester","state":"VA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"- Item 5 Financial Planning Services Fees Buttonwood Wealth charges a negotiable hourly fee of $300.00 for financial planning services."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008219","page":"https://plannerfees.com/planners/buttonwood-wealth-305896/"},{"crd":315056,"name":"BWM LLC","city":"Chicago","state":"IL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"BWM offers financial planning services at an hourly rate of $200 per hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017376","page":"https://plannerfees.com/planners/bwm-llc-315056/"},{"crd":323253,"name":"By Design Financial Planning","city":"Greensboro","state":"NC","fees":{"hourly":[250,250],"annual":[2400,6000]},"sourceSentences":{"annual":"The annual subscription fee, ranging from $2,400 to $6,000, is determined by the complexity of the client’s financial situation and is paid quarterly in arrears.","hourly":"Our hourly rate is $250."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045232","page":"https://plannerfees.com/planners/by-design-financial-planning-323253/"},{"crd":160581,"name":"Byrne & Company Wealth Management, LLC","city":"Olympia","state":"WA","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"Planning/Investment Consulting Services are charged a non-negotiable hourly rate of $325."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023627","page":"https://plannerfees.com/planners/byrne-company-wealth-management-llc-160581/"},{"crd":116492,"name":"C & S Capital Management, Inc.","city":"Bismarck","state":"AR","fees":{"hourly":[150,150],"flat":[1000,1000]},"sourceSentences":{"hourly":"Investment advice is also given at an hourly rate of $150.00.","flat":"Table 3 - Fee Schedule - Financial Planning Current charges for a comprehensive financial plan begin at $1,000."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030295","page":"https://plannerfees.com/planners/c-s-capital-management-inc-116492/"},{"crd":170453,"name":"C Financial and Tax Associates","city":"Riverside","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"We charge an hourly fee of $250."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030624","page":"https://plannerfees.com/planners/c-financial-and-tax-associates-170453/"},{"crd":157149,"name":"C.r. Haupt LLC","city":"Eau Claire","state":"WI","fees":{"hourly":[0,250],"flat":[0,5000]},"sourceSentences":{"hourly":"Fees for planning or other general services are billed on an hourly basis ranging from $0.00 to $250.00 per hour.","flat":"Certain services with known scope and duration such as the creation of an investment policy statement or a portfolio checkup may be billed at a flat rate between $0.00 and $5,000.00."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018982","page":"https://plannerfees.com/planners/c-r-haupt-llc-157149/"},{"crd":339017,"name":"C.r. Retirement Strategies, LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[200,500],"flat":[2500,15000]},"sourceSentences":{"hourly":"Hourly engagements range from $200 to $500 per hour.","flat":"Fixed fee engagements range from $2,500 to $15,000."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011559","page":"https://plannerfees.com/planners/c-r-retirement-strategies-llc-339017/"},{"crd":329021,"name":"C.s Wealth LLC","city":"Carey","state":"ID","fees":{"monthly":[50,250]},"sourceSentences":{"monthly":"Small clients: $50 – $250 per month"},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049410","page":"https://plannerfees.com/planners/c-s-wealth-llc-329021/"},{"crd":151501,"name":"C2 Private 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General:"},"brochureDate":"6/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048994","page":"https://plannerfees.com/planners/c2-private-wealth-151501/"},{"crd":137014,"name":"C2g Capital Management LLC","city":"Summerville","state":"SC","fees":{"flat":[1000,5000],"annual":[1000,1000]},"sourceSentences":{"flat":"C2G’s fixed fee is negotiable and typically ranges from $1,000 to $5,000 for an analysis and subsequent plan.","annual":"C2G requires a minimum advisory fee of $1,000 per year per client or grouped clients."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034820","page":"https://plannerfees.com/planners/c2g-capital-management-llc-137014/"},{"crd":141807,"name":"Cadence Financial Advisors, LLC","city":"Allen","state":"TX","fees":{"flat":[1500,5000],"monthly":[150,500]},"sourceSentences":{"flat":"Additionally, the Advisor requires a one-time initial fee ranging from $1,500 to $5,000 for the development of an initial financial plan for all new wealth management Clients, payable upon completion of the plan.","monthly":"Fees for ongoing financial planning services are offered for a fixed annual fee, payable monthly, at a rate ranging from $150 to $500 per month."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058528","page":"https://plannerfees.com/planners/cadence-financial-advisors-llc-141807/"},{"crd":319663,"name":"Cadence Planning, LLC","city":"Frederick","state":"MD","fees":{"flat":[1750,1750]},"sourceSentences":{"flat":"The Financial Review fee is a fixed fee of $1,750; with one half of the fee collected at the time the appointment is made and the balance due at the meeting."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=974333","page":"https://plannerfees.com/planners/cadence-planning-llc-319663/"},{"crd":155080,"name":"Cadence Wealth Management LLC","city":"Westborough","state":"MA","fees":{"flat":[600,5000]},"sourceSentences":{"flat":"Financial Planning and Consulting Services Cadence offers financial planning or consulting services on an annual basis for a fixed fee ranging from $600 to $5,000, which may be negotiable depending on the nature and complexity of the services to be provided and the overall relationship with the Advisor."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020564","page":"https://plannerfees.com/planners/cadence-wealth-management-llc-155080/"},{"crd":158636,"name":"Cadence Wealth Management, 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$50,000."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002600","page":"https://plannerfees.com/planners/cadence-wealth-partners-llc-329274/"},{"crd":169704,"name":"Cadent Capital Advisors, LLC","city":"Tulsa","state":"OK","fees":{"hourly":[250,350]},"sourceSentences":{"hourly":"These fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.  Individual Financial Planning Services - The hourly Fee for these services is $250 per hour.  Divorce Financial Planning Services – The hourly fee for these services is $350 per hour."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044958","page":"https://plannerfees.com/planners/cadent-capital-advisors-llc-169704/"},{"crd":312033,"name":"Cadger Tax and Financial Inc.","city":"Carolina 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engagement."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011416","page":"https://plannerfees.com/planners/cadia-private-client-llc-337400/"},{"crd":109890,"name":"Cahill Financial Advisors, Inc.","city":"Edina","state":"MN","fees":{"flat":[0,5000]},"sourceSentences":{"flat":"Typically the total cost of Financial Planning Services Fees for a Written Financial Plan will range from $0 to $5,000, depending on the specific arrangement reached with the client and based on the complexity of the plan."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033882","page":"https://plannerfees.com/planners/cahill-financial-advisors-inc-109890/"},{"crd":292666,"name":"Cairn Financial Advisors, LLC","city":"Denver","state":"CO","fees":{"hourly":[350,350],"flat":[1200,10000],"annual":[1200,10000]},"sourceSentences":{"flat":"The fixed fee can range between $1,200 - $10,000 depending on complexity and scope of the engagement.","annual":"Follow-up Financial Planning Follow-up Planning carries a fixed annual fee that ranges from$1,200 - $10,000 depending on complexity and scope of the engagement.","hourly":"Financial Planning fee is an hourly rate of $350 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033170","page":"https://plannerfees.com/planners/cairn-financial-advisors-llc-292666/"},{"crd":299889,"name":"Cairn Financial Group","city":"Nashville","state":"TN","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"The annualized fee is paid monthly in advance.​ ​ — For project-based Financial Planning Services, we typically charge a flat fee based on the scope and complexity of the project or an hourly fee of $400."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059967","page":"https://plannerfees.com/planners/cairn-financial-group-299889/"},{"crd":143601,"name":"Cairn Wealth Management","city":"Vancouver","state":"WA","fees":{"hourly":[300,450],"flat":[2500,7000]},"sourceSentences":{"flat":"We charge a fixed fee for financial planning services, which generally ranges from $2,500 to $7,000.","hourly":"Our rate for such services ranges from $300 to $450 per hour."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059706","page":"https://plannerfees.com/planners/cairn-wealth-management-143601/"},{"crd":150458,"name":"Caissa Wealth Strategies","city":"Bloomington","state":"MN","fees":{"hourly":[170,450],"flat":[3000,3000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fees for creating client financial plans start at $3,000.","hourly":"The hourly fee for these services range from $170 to $450 based on the scope, complexity and staff level assigned."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013337","page":"https://plannerfees.com/planners/caissa-wealth-strategies-150458/"},{"crd":324440,"name":"Calado Capital","city":"New York","state":"NY","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Financial planning and consulting services C2 charges for financial planning and consulting services an hourly fee of $400.00."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049444","page":"https://plannerfees.com/planners/calado-capital-324440/"},{"crd":153316,"name":"Calamita Wealth Management","city":"Charlotte","state":"NC","fees":{"flat":[5000,15000]},"sourceSentences":{"flat":"One-Time, Standalone Financial Planning fees are typically $5,000 to $15,000 for a written financial plan, depending upon the complexity of the client’s financial circumstances."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010400","page":"https://plannerfees.com/planners/calamita-wealth-management-153316/"},{"crd":140028,"name":"Calculated Financial Solutions, LLC","city":"Cedarhurst","state":"NY","fees":{"hourly":[475,475],"flat":[2500,2500]},"sourceSentences":{"hourly":"Hourly fees range from $475 per hour based upon the knowledge and experience of the individual providing the work.","flat":"Total costs for financial plans, whether per hour or on a fixed basis, may range from $2,500 to as much as $7,500 or more."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017328","page":"https://plannerfees.com/planners/calculated-financial-solutions-llc-140028/"},{"crd":318985,"name":"Calculated Wealth","city":"Madison","state":"WI","fees":{"hourly":[400,400],"flat":[4500,60000],"annual":[10000,60000]},"sourceSentences":{"flat":"The fixed fee can range between $4,500 and $60,000.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $400 per hour.","annual":"Financial Planning and Investment Management For our high-net-worth client relationships, we offer Comprehensive Financial Planning, which consists of an annual fee billed directly to the client ranging from $10,000 to $60,000.00, paid monthly or quarterly in advance."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059978","page":"https://plannerfees.com/planners/calculated-wealth-318985/"},{"crd":143973,"name":"Calder Financial Group","city":"Ada","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning services as well as advice and counsel for specific advice issues not involving an ongoing relationship will be billed at the hourly rate of $250; payable when the service is rendered. 2 Revised December 31, 2025 All fees are subject to negotiation."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017134","page":"https://plannerfees.com/planners/calder-financial-group-143973/"},{"crd":341169,"name":"Caldric Capital","city":"Seminary","state":"MS","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Caldric Capital’s standard hourly rate for Financial Planning & Consulting Services is $200 per hour unless a different hourly rate is stated in the written Financial Planning and Consulting Agreement."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054067","page":"https://plannerfees.com/planners/caldric-capital-341169/"},{"crd":124459,"name":"Caldwell Fairfield Advisors","city":"Fairfield","state":"NJ","fees":{"hourly":[550,550]},"sourceSentences":{"hourly":"Registrant’s financial planning fees are negotiable, but generally $550.00 on an hourly basis, depending upon the level and scope of the services required and the professional rendering the service(s)."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005381","page":"https://plannerfees.com/planners/caldwell-fairfield-advisors-124459/"},{"crd":149649,"name":"Caledonia Wealth Management, LTD.","city":"Boulder","state":"CO","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Hourly fees are charged at $150 to $250 per hour, depending upon the level and scope of the services and the professional rendering such services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034114","page":"https://plannerfees.com/planners/caledonia-wealth-management-ltd-149649/"},{"crd":308542,"name":"Caleo Capital N.A. LLC","city":"Ponte Vedra","state":"FL","fees":{"hourly":[250,250],"annual":[25000,25000]},"sourceSentences":{"annual":"The maximum flat fee charged wi ll be $25,000 annually.","hourly":"Hourly fees are set at $250 per hour."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030577","page":"https://plannerfees.com/planners/caleo-capital-n-a-llc-308542/"},{"crd":289319,"name":"Caliber Wealth Advisory","city":"Tampa","state":"FL","fees":{"flat":[500,10000],"monthly":[100,750]},"sourceSentences":{"flat":"Please note, the above fee schedule does not include the Outside Manager’s fee. 10 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge between $500-$10,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100-$750 per month.","monthly":"Please note, the above fee schedule does not include the Outside Manager’s fee. 10 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge between $500-$10,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100-$750 per month."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059470","page":"https://plannerfees.com/planners/caliber-wealth-advisory-289319/"},{"crd":304118,"name":"Calibration Financial","city":"Milaca","state":"MN","fees":{"hourly":[150,300],"flat":[3000,6000]},"sourceSentences":{"flat":"Development and delivery of a stand-alone financial plan generally ranges from $3,000 - $6,000 and is dependent on the complexity of the client situation.","hourly":"If so desired, separate consultation is available for these clients at a rate of $150-$300 an hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029638","page":"https://plannerfees.com/planners/calibration-financial-304118/"},{"crd":334935,"name":"Calidris Financial, LLC","city":"Charleston","state":"SC","fees":{"hourly":[360,360],"flat":[3000,25000],"annual":[1750,25000]},"sourceSentences":{"flat":"Full Financial Plans are offered based on a flat fee between $3,000-$25,000, based on complexity and unique Client needs.","hourly":"Financial Consulting Services are offered based on an hourly fee of $360 per hour.","annual":"ONGOING FINANCIAL PLANNING Ongoing Financial Planning Services are offered based on an annual flat fee of $1,750$25,000, based on complexity of the Client situation, payable semi-annually in advance."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022362","page":"https://plannerfees.com/planners/calidris-financial-llc-334935/"},{"crd":110152,"name":"California Financial Advisors","city":"San Ramon","state":"CA","fees":{"hourly":[150,450]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $450 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011363","page":"https://plannerfees.com/planners/california-financial-advisors-110152/"},{"crd":172117,"name":"Callaway Financial Services","city":"Arlington","state":"TX","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Our Fees for Financial Planning and Consulting – We charge an hourly fee of $175 for specific investment advisory services on a per project basis with no annual asset fee."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015595","page":"https://plannerfees.com/planners/callaway-financial-services-172117/"},{"crd":333711,"name":"Calrivan Wealth Management","city":"Randolph","state":"NJ","fees":{"hourly":[250,250],"flat":[1200,3500]},"sourceSentences":{"flat":"Financial Plans are offered based on a flat fee between $1,200 and $3,500.","hourly":"Financial Consultation Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"2/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009062","page":"https://plannerfees.com/planners/calrivan-wealth-management-333711/"},{"crd":115639,"name":"Calvert Wealth Management, Inc.","city":"Dunkirk","state":"MD","fees":{"hourly":[300,300],"flat":[2500,2500]},"sourceSentences":{"hourly":"The preparation of a Financial Plan is billed at an hourly rate of $300 per hour.","flat":"The minimum cost for preparing a Financial Plan is $2,500."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018915","page":"https://plannerfees.com/planners/calvert-wealth-management-inc-115639/"},{"crd":286078,"name":"Cam Investor Solutions","city":"Austin","state":"TX","fees":{"hourly":[125,250],"flat":[2500,20000]},"sourceSentences":{"hourly":"Hourly fees range from $125 - $250 per hour, depending on what is negotiated between CAM Investor Solutions and the client.","flat":"Fixed fees for longer-term consulting projects range from $2,500 to $20,000 per project."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014831","page":"https://plannerfees.com/planners/cam-investor-solutions-286078/"},{"crd":113784,"name":"Camarda Wealth Advisory Group","city":"Fleming Island","state":"FL","fees":{"hourly":[150,1000],"flat":[500,50000]},"sourceSentences":{"flat":"As a negotiated fixed fee for specific work, typically ranging from $500 to $50,000 or more depending on the intensity and complexity of the work; or 2.","hourly":"On an hourly basis, ranging from $150 to $1,000 per hour."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051423","page":"https://plannerfees.com/planners/camarda-wealth-advisory-group-113784/"},{"crd":104851,"name":"Cambridge Advisors Inc","city":"Omaha","state":"NE","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"The fee for preparing a comprehensive financial plan is $2,500.00."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021611","page":"https://plannerfees.com/planners/cambridge-advisors-inc-104851/"},{"crd":133301,"name":"Cambridge Cape Cod Advisors, LLC","city":"Sandwich","state":"MA","fees":{"flat":[1500,1500],"annual":[5000,50000]},"sourceSentences":{"annual":"Advisor Fee-Only Retainer Pursuant to an investment advisory contract signed by each client, the client will pay the Advisor an initial year of open retainer of between $5,000-$50,000 and renewal years of an open retainer between $5,000 $50,000.","flat":"The cost for a Financial Review is a flat fee of $1,500, due at the beginning of the Review appointment."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000700","page":"https://plannerfees.com/planners/cambridge-cape-cod-advisors-llc-133301/"},{"crd":117428,"name":"Cambridge Financial Group, LLC","city":"Tucson","state":"AZ","fees":{"annual":[3500,71000]},"sourceSentences":{"annual":"Standard Retainer Initial Year of Standard Retainer: $5,000 - $71,000 Renewal Years of Standard Retainer: $3,500 - $71,000 Fees are calculated based on the client(s) total income, investible assets, and overall complexity of their financial situation."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020457","page":"https://plannerfees.com/planners/cambridge-financial-group-llc-117428/"},{"crd":172938,"name":"Cambridge Wealth Management, LLC","city":"Cambridge","state":"NY","fees":{"hourly":[300,300],"flat":[4000,4000]},"sourceSentences":{"flat":"In the event of a client’s death or disability, Cambridge Wealth Management will continue management of the account until we are notified of the client’s death or disability and given alternative instructions by an authorized party. 9 Financial Planning Fee The fee for a comprehensive financial plan is $4,000, and…","hourly":"If termination occurs thereafter, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $300.00."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040236","page":"https://plannerfees.com/planners/cambridge-wealth-management-llc-172938/"},{"crd":128053,"name":"Camelotta Advisors","city":"San Francisco","state":"CA","fees":{"hourly":[610,610],"flat":[1500,20000]},"sourceSentences":{"hourly":"In addition to, or in lieu of, the asset-based fee, the Firm can negotiate a fixed fee and/or provide services on an hourly basis at $610 per hour.","flat":"Flat fees range from $1,500 to $20,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021027","page":"https://plannerfees.com/planners/camelotta-advisors-128053/"},{"crd":154815,"name":"Cameron Advisors, LLC","city":"Raleigh","state":"NC","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053549","page":"https://plannerfees.com/planners/cameron-advisors-llc-154815/"},{"crd":172258,"name":"Camerondowning, Inc.","city":"Miami","state":"FL","fees":{"hourly":[300,300],"flat":[1500,5000],"monthly":[199,199],"annual":[2300,2300]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1500 and $5,000.","hourly":"The hourly fee for these services is $300, which is billed for both CD’s preparation time and meeting time, with a 2-hour minimum.","annual":"The fee for this annual subscription is no more than $2300 at commencement of the agreement and $199/month thereafter, depending upon the scope of the services to be provided.","monthly":"The fee for this annual subscription is no more than $2300 at commencement of the agreement and $199/month thereafter, depending upon the scope of the services to be provided."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=794287","page":"https://plannerfees.com/planners/camerondowning-inc-172258/"},{"crd":174674,"name":"Campbell Advisory Services, LLC","city":"Newport Beach","state":"CA","fees":{"hourly":[150,300],"flat":[1500,5000]},"sourceSentences":{"flat":"Campbell Advisory may also provide a comprehensive financial plan for a fixed fee of $1,500-$5,000, which may be negotiable depending upon the nature and complexity of the client's circumstances.","hourly":"We will charge an hourly fee of $150 to $300, a retainer fee, or a fixed project cost, which may be negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006310","page":"https://plannerfees.com/planners/campbell-advisory-services-llc-174674/"},{"crd":125052,"name":"Campbell Asset Management, LLC","city":"Chattanooga","state":"TN","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Tax planning and preparation fees for more complex individuals, businesses, and estates can be in excess of $10,000 subject to the estimation of time and effort required to finalize the accounting necessary to prepare the return based on an hourly rate of approximately $350."},"brochureDate":"8/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053826","page":"https://plannerfees.com/planners/campbell-asset-management-llc-125052/"},{"crd":285281,"name":"Campbell Financial Advisory, LLC","city":"Benton","state":"AR","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable fixed fee, with a maximum fee of $5,000."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003868","page":"https://plannerfees.com/planners/campbell-financial-advisory-llc-285281/"},{"crd":142889,"name":"Campbell Financial Partners, LLC","city":"Fort Myers","state":"FL","fees":{"flat":[1200,1200]},"sourceSentences":{"flat":"The minimum fee for hourly or fixed fee consulting engagements is $1,200."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004709","page":"https://plannerfees.com/planners/campbell-financial-partners-llc-142889/"},{"crd":304308,"name":"Campbell Wealth Advisors, 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consulting services is $500 per hour."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014442","page":"https://plannerfees.com/planners/campion-asset-management-llc-134002/"},{"crd":304860,"name":"Campos Financial","city":"Miami","state":"FL","fees":{"hourly":[200,200],"flat":[200,2000]},"sourceSentences":{"flat":"This service is offered on a fixed fee basis, ranging from $200 - $2,000 per plan, in arrears.","hourly":"The hourly rate is $200 per hour, charged in arrears, and is billed in 30-minute increments (a partial increment will be treated as a whole increment)."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019864","page":"https://plannerfees.com/planners/campos-financial-304860/"},{"crd":333391,"name":"Camriel Advisors","city":"Weed","state":"CA","fees":{"hourly":[250,250],"flat":[2000,10000],"annual":[3000,10000]},"sourceSentences":{"flat":"Financial Blueprint (Project-Based) The fee for the Financial Blueprint is a fixed fee ranging from $2,000 to $10,000.","annual":"The annual fee for Ongoing Financial Planning ranges from $3,000 to $10,000, payable in quarterly installments of $750 to $2,500.","hourly":"Our hourly rate is $250."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055013","page":"https://plannerfees.com/planners/camriel-advisors-333391/"},{"crd":338797,"name":"Canby Financial Advisors","city":"Framingham","state":"MA","fees":{"annual":[2500,50000]},"sourceSentences":{"annual":"The client may pay a fixed annual fee ranging from $2,500 to $50,000, depending on the complexity of the services provided."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057091","page":"https://plannerfees.com/planners/canby-financial-advisors-338797/"},{"crd":165984,"name":"Candace Shira Associates, LLC","city":"Pittsford","state":"NY","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The hourly base fee is currently $350/hour."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044314","page":"https://plannerfees.com/planners/candace-shira-associates-llc-165984/"},{"crd":335785,"name":"Candela Financial","city":"Toledo","state":"OH","fees":{"hourly":[250,250],"flat":[4000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $4,000 to $10,000.","hourly":"Our hourly rate is 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2026 Red Oak Compliance Solutions LLC For clients who seek financial planning or consulting services and have assets under management under $300,000, we typically charge an hourly fee of $275 per hour."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048812","page":"https://plannerfees.com/planners/candor-asset-advisors-llc-284978/"},{"crd":334832,"name":"Candor Strategic Partners LLC","city":"Ft Lauderdale","state":"FL","fees":{"hourly":[350,350],"flat":[3000,3000],"quarterly":[500,500]},"sourceSentences":{"hourly":"The hourly rate is $350.00 per hour with a 2-hour minimum that will be billed in 15-minute increments, and a partial increment will be treated as a whole increment.","flat":"Financial Plan, Ongoing Financial Planning, and Hourly Planning Fee Table Plan Type Financial Plan Ongoing Financial Planning Hourly Planning Plan Fee $3,000 one-time $500 per quarter $350 per hour General Information In performing our services, Candor Strategic Partners LLC shall not be required to verify any…","quarterly":"Financial Plan, Ongoing Financial Planning, and Hourly Planning Fee Table Plan Type Financial Plan Ongoing Financial Planning Hourly Planning Plan Fee $3,000 one-time $500 per quarter $350 per hour General Information In performing our services, Candor Strategic Partners LLC shall not be required to verify any…"},"brochureDate":"6/2/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=980589","page":"https://plannerfees.com/planners/candor-strategic-partners-llc-334832/"},{"crd":329951,"name":"Candor Wealth Management, LLC","city":"Dallas","state":"TX","fees":{"flat":[1500,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055359","page":"https://plannerfees.com/planners/candor-wealth-management-llc-329951/"},{"crd":331748,"name":"Canela Wealth LLC","city":"Riverside","state":"IL","fees":{"hourly":[250,250],"flat":[2000,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $2,000 to $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005358","page":"https://plannerfees.com/planners/canela-wealth-llc-331748/"},{"crd":171677,"name":"Cannata & Company, LLC","city":"Roselle","state":"IL","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"hourly":"Our hourly fee is $250 per hour.","flat":"Generally, our fixed fees range from $500 to 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by…"},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004716","page":"https://plannerfees.com/planners/cap-partners-llc-144779/"},{"crd":288448,"name":"Capable Wealth, LLC","city":"Latham","state":"NY","fees":{"hourly":[300,300],"flat":[500,35000]},"sourceSentences":{"hourly":"One-Time Financial Planning One-Time Financial Planning can either be paid based on an hourly rate of $300 per hour or a fixed fee ranging from $500 - $35,000.","flat":"One-Time Financial Planning One-Time Financial Planning can either be paid based on an hourly rate of $300 per hour or a fixed fee ranging from $500 - $35,000."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000935","page":"https://plannerfees.com/planners/capable-wealth-llc-288448/"},{"crd":294673,"name":"Capasso Planning Partners 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$400/hour."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042660","page":"https://plannerfees.com/planners/capital-a-wealth-management-328863/"},{"crd":337636,"name":"Capital Adulting LLC","city":"Santa Barbara","state":"CA","fees":{"hourly":[250,650],"monthly":[200,800]},"sourceSentences":{"hourly":"Our fees range from $250-$650 an hour, with an estimated scope of work agreed upon prior to proceeding.","monthly":"Clients seeking an ongoing relationship with recurring milestones/reviews, we offer a Subscription Planning service, which ranges from $200-$800/month."},"brochureDate":"3/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013124","page":"https://plannerfees.com/planners/capital-adulting-llc-337636/"},{"crd":309387,"name":"Capital Advisors Wealth Management","city":"Yakima","state":"WA","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250.","flat":"Flat fees will not exceed $5,000."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042657","page":"https://plannerfees.com/planners/capital-advisors-wealth-management-309387/"},{"crd":153600,"name":"Capital Advisors, LTD., LLC","city":"Shaker Heights","state":"OH","fees":{"hourly":[200,400],"flat":[5000,15000]},"sourceSentences":{"flat":"Capital Advisors’ planning and consulting fees are negotiable, but generally range 11 4903-3859-7775, v. 1 from $5,000 to $15,000 on a fixed fee basis, and from $200 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Capital Advisors’ planning and consulting fees are negotiable, but generally range 11 4903-3859-7775, v. 1 from $5,000 to $15,000 on a fixed fee basis, and from $200 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017998","page":"https://plannerfees.com/planners/capital-advisors-ltd-llc-153600/"},{"crd":114539,"name":"Capital Advisory Group, Inc.","city":"Dallas","state":"TX","fees":{"hourly":[80,350],"flat":[2000,2000]},"sourceSentences":{"hourly":"CAG’s staff billing rates range from $80 to $350 per hour depending on the complexity of the work, the degree of specialized knowledge and the level experience required.","flat":"CAG’s minimum fee for a comprehensive plan is $2,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033133","page":"https://plannerfees.com/planners/capital-advisory-group-inc-114539/"},{"crd":291635,"name":"Capital Asset Advisors LLC.","city":"Scottsdale","state":"AZ","fees":{"hourly":[150,150],"flat":[499,2099]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $499 and $2,099.","hourly":"The hourly fee for financial planning services is $150. 7 Clients may terminate the agreement without penalty, for full refund of CAA_LLC’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023092","page":"https://plannerfees.com/planners/capital-asset-advisors-llc-291635/"},{"crd":288745,"name":"Capital Asset Management Group, Inc.","city":"West 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hour."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046535","page":"https://plannerfees.com/planners/capital-b-advisory-services-llc-339698/"},{"crd":175099,"name":"Capital Benchmark Partners, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"When Financial Planning Services are provided separately as a standalone service, CBP charges an hourly rate of $400."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051936","page":"https://plannerfees.com/planners/capital-benchmark-partners-llc-175099/"},{"crd":41438,"name":"Capital Consulting & Asset Management","city":"Lincoln","state":"NE","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"CCAM’s fees for financial planning services, which are separate from its fees for investment management services, are calculated at an 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for…"},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015629","page":"https://plannerfees.com/planners/capital-design-private-wealth-llc-300472/"},{"crd":284793,"name":"Capital Endurance Group, Inc","city":"Alpharetta","state":"GA","fees":{"hourly":[350,350],"flat":[2000,10000]},"sourceSentences":{"flat":"Our fixed fees for stand-alone limited engagement financial planning services range from $2,000 to $10,000, with a minimum fee of $2,000.","hourly":"Upon receiving a client’s request to terminate our financial planning services prior to the end of the engagement, we will assess advisory fees pro rata as of the date of receipt of the notice of termination using the hourly rate of $350 and the number of business days remaining until delivery of the financial plan…"},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050296","page":"https://plannerfees.com/planners/capital-endurance-group-inc-284793/"},{"crd":144374,"name":"Capital Financial Advisory Group, LLC","city":"Apex","state":"NC","fees":{"flat":[500,1499]},"sourceSentences":{"flat":"Typically written financial planning fees range from $500 to $1,499 depending on the complexity of your financial situation."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025253","page":"https://plannerfees.com/planners/capital-financial-advisory-group-llc-144374/"},{"crd":133657,"name":"Capital Financial Consultants Group, Inc.","city":"San Juan Capistrano","state":"CA","fees":{"hourly":[100,200],"flat":[1500,1500]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $200 per hour.","flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis which start at $1,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032575","page":"https://plannerfees.com/planners/capital-financial-consultants-group-inc-133657/"},{"crd":310168,"name":"Capital Financial Planners","city":"Salem","state":"OR","fees":{"hourly":[250,350]},"sourceSentences":{"hourly":"We typically charge an hourly fee for stand-alone financial planning services ranging from $250 - $350 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019443","page":"https://plannerfees.com/planners/capital-financial-planners-310168/"},{"crd":343790,"name":"Capital Gains Advisory","city":"Township Of 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the complexity involved.","flat":"Our fixed fee typically ranges from $1,500 to $3,000 depending on the scope of the project."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039612","page":"https://plannerfees.com/planners/capital-insights-group-of-wny-llc-282909/"},{"crd":127023,"name":"Capital Intelligence Advisors, Inc.","city":"Santa Monica","state":"CA","fees":{"hourly":[150,500],"flat":[500,20000],"monthly":[100,500]},"sourceSentences":{"flat":"First is a fixed fee, typically ranging from $500 $20,000, depending on the nature and complexity of each client's circumstances.","hourly":"Second is an hourly basis, ranging from $150 - $500 per hour, depending on the nature and complexity of each client's circumstances and preparation of the plan.","monthly":"The range of this service is $100-$500/month depending on the complexity of the situation."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=937844","page":"https://plannerfees.com/planners/capital-intelligence-advisors-inc-127023/"},{"crd":118269,"name":"Capital Investment Advisors","city":"Washington D.c.","state":"DC","fees":{"hourly":[350,500],"flat":[500,500]},"sourceSentences":{"flat":"We reserve the right to charge up to an additional $500 for plans that are presented to clients at a location other than our offices.","hourly":"The fees for unique consultation and analyses services are negotiated between the Capital Investment Advisor IAR and the client, but generally range from $500 per hour for a CIA firm principal, $350 per hour for a CIA firm manager, $200 per hour for a CIA firm senior associate, to $150 per hour for a CIA firm…"},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059275","page":"https://plannerfees.com/planners/capital-investment-advisors-118269/"},{"crd":304617,"name":"Capital Management Advisor Group, LLC","city":"Walnut Creek","state":"CA","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041725","page":"https://plannerfees.com/planners/capital-management-advisor-group-llc-304617/"},{"crd":134969,"name":"Capital Management Advisors LP","city":"Houston","state":"TX","fees":{"annual":[3125,12500]},"sourceSentences":{"annual":"The minimum quarterly fee is $3,125.00 or $12,500 annually."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033593","page":"https://plannerfees.com/planners/capital-management-advisors-lp-134969/"},{"crd":340415,"name":"Capital Narrative Wealth Management","city":"Lancaster","state":"CA","fees":{"flat":[3500,10000]},"sourceSentences":{"flat":"We charge an annual fee of $3,500 - $10,000 for Ongoing Financial Planning."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057217","page":"https://plannerfees.com/planners/capital-narrative-wealth-management-340415/"},{"crd":294889,"name":"Capital Partners Investment Group","city":"Altadena","state":"CA","fees":{"hourly":[350,350],"flat":[100,25000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $100 to $25,000."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048047","page":"https://plannerfees.com/planners/capital-partners-investment-group-294889/"},{"crd":291260,"name":"Capital Partners Wealth Management","city":"Issaquah","state":"WA","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Planning engagements are assessed in two options: a flat rate of $2500.00 charge or an hourly fee."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049679","page":"https://plannerfees.com/planners/capital-partners-wealth-management-291260/"},{"crd":301878,"name":"Capital Resources and Insurance, Inc","city":"Huntington Beach","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Fees may be calculated based on an hourly fee, at a rate of $500 per hour, as described in Exhibit A of the Consulting Services Agreement."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053130","page":"https://plannerfees.com/planners/capital-resources-and-insurance-inc-301878/"},{"crd":300480,"name":"Capital Risk","city":"Carson","state":"CA","fees":{"hourly":[200,200],"flat":[25000,500000]},"sourceSentences":{"hourly":"The hourly rate for financial planning is $200.","flat":"Fixed consulting fees typically range from $25,000 to $500,000 and are either billed monthly, in arrears, or installments negotiated with the client for the duration of a particular project."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049422","page":"https://plannerfees.com/planners/capital-risk-300480/"},{"crd":324859,"name":"Capital Solutions Advisors, LLC","city":"Durham","state":"NC","fees":{"hourly":[200,200],"flat":[500,20000]},"sourceSentences":{"flat":"Full Financial Plan Full Financial Plan services are offered on a fixed fee basis ranging from $500 to $20,000 based on individual or entity and their needs.","hourly":"- 3- Hourly Consultation Services Hourly Consultation Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058512","page":"https://plannerfees.com/planners/capital-solutions-advisors-llc-324859/"},{"crd":304838,"name":"Capital South Wealth Management, LLC","city":"Baton Rouge","state":"LA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Capital South charges a fixed fee for one-time consultations ranging in the amount of $1,000 - $10,000."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053273","page":"https://plannerfees.com/planners/capital-south-wealth-management-llc-304838/"},{"crd":326861,"name":"Capital Squared Financial LLC","city":"Rockville","state":"MD","fees":{"hourly":[250,395],"flat":[750,6000]},"sourceSentences":{"flat":"Fixed fee rates range between $750 to $6,000.","hourly":"Our hourly rate is between $250 and $395."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007691","page":"https://plannerfees.com/planners/capital-squared-financial-llc-326861/"},{"crd":315761,"name":"Capital Stewards, LLC","city":"Huntsville","state":"AL","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Workshops are billed at a flat rate of $1,500 per session."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011198","page":"https://plannerfees.com/planners/capital-stewards-llc-315761/"},{"crd":140120,"name":"Capital Strategies Group, LLC","city":"Tempe","state":"AZ","fees":{"hourly":[225,225],"flat":[0,20000],"monthly":[600,600]},"sourceSentences":{"flat":"Services are offered based on a range of $0 - $20,000 and are calculated based on a number of factors such as, but not limited to, the specialized expertise required from the advisor(s), as well as the nature and complexity of the consultation.","hourly":"Moreover, fees will have a targeted rate of $225 per hour to assist in guiding the calculation.","monthly":"ONGOING FEES Ongoing Fee Services are offered based on a monthly fee to never exceed $600, charged in advance of each billing period."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007494","page":"https://plannerfees.com/planners/capital-strategies-group-llc-140120/"},{"crd":312447,"name":"Capital United Investments LLC","city":"Yucaipa","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052598","page":"https://plannerfees.com/planners/capital-united-investments-llc-312447/"},{"crd":324003,"name":"Capital Wealth Group LLC","city":"Columbia","state":"SC","fees":{"hourly":[350,350],"flat":[2500,15000],"monthly":[450,834],"quarterly":[1350,2250]},"sourceSentences":{"monthly":"Fees may be paid either monthly or quarterly in advance or arrears at a rate of $450 to $834 per month or $1,350 to $2,250 per quarter.","quarterly":"Fees may be paid either monthly or quarterly in advance or arrears at a rate of $450 to $834 per month or $1,350 to $2,250 per quarter.","flat":"Fixed fee rates range between $2,500 and $15,000.","hourly":"Our hourly rate is $350."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007938","page":"https://plannerfees.com/planners/capital-wealth-group-llc-324003/"},{"crd":157959,"name":"Capital Wealth Management, LLC","city":"West Warwick","state":"RI","fees":{"flat":[500,5000],"annual":[20000,20000]},"sourceSentences":{"flat":"Compensation – Financial Planning and Consulting Services Financial Planning and Consulting fees will be charged as a fixed fee, typically ranging from $500 to $5,000, depending on the nature and complexity of each client’s circumstances.","annual":"In lieu of an asset-based fee, Capital Wealth Management may charge a fixed annual fee, typically $20,000, payable quarterly in advance."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051016","page":"https://plannerfees.com/planners/capital-wealth-management-llc-157959/"},{"crd":130762,"name":"Capital West Partners, LLC","city":"Tucson","state":"AZ","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"CWP’s consulting services are charged at an hourly rate of $150, which may be negotiable depending on the nature and complexity of each client’s circumstances."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001575","page":"https://plannerfees.com/planners/capital-west-partners-llc-130762/"},{"crd":329915,"name":"Capital Wise Advisory","city":"Wesley 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complexity of the services to be provided as contracted with client in advance.","monthly":"Refund will be the total fee charged minimum fee occurred as hourly basis $250.00 Monthly Fees Some clients will contract to have investment advisory advice and/or financial planning advice provided based on the monthly basis rather than based on the assets under management."},"brochureDate":"11/4/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=929617","page":"https://plannerfees.com/planners/capital360financial-297178/"},{"crd":312005,"name":"Capitol Family Office, Inc.","city":"Beaverton","state":"OR","fees":{"flat":[250,30000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $250 and $30,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025722","page":"https://plannerfees.com/planners/capitol-family-office-inc-312005/"},{"crd":335770,"name":"Capitol Landing Wealth","city":"Williamsburg","state":"VA","fees":{"hourly":[250,500],"flat":[1500,10000]},"sourceSentences":{"flat":"CLWM charges a flat fee ranging from $1,500 to $10,000, depending on the complexity of the client’s financial situation and the scope of the project. ●​ Hourly Consulting:","hourly":"For limited-scope engagements, CLWM may charge an hourly rate of $250 to $500 per hour."},"brochureDate":"4/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040289","page":"https://plannerfees.com/planners/capitol-landing-wealth-335770/"},{"crd":283257,"name":"Capitol Private Wealth Group 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advance."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037100","page":"https://plannerfees.com/planners/capitol-wealth-management-287875/"},{"crd":330404,"name":"Capridge Advisors","city":"Devon","state":"PA","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"Hourly fees range from $200 to $400 per hour."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003094","page":"https://plannerfees.com/planners/capridge-advisors-330404/"},{"crd":333678,"name":"Caprock Wealth Management","city":"Little Rock","state":"AR","fees":{"hourly":[350,350],"flat":[2500,30000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 $30,000.","hourly":"Our hourly rate is $350."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059435","page":"https://plannerfees.com/planners/caprock-wealth-management-333678/"},{"crd":132517,"name":"Capsouth Wealth Management","city":"Dothan","state":"AL","fees":{"flat":[3000,6000],"annual":[2500,2500]},"sourceSentences":{"annual":"There is a minimum annual fee of $2,500 per household.","flat":"A typical One Time Guidance Plan fee ranges from $3,000 to $6,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025703","page":"https://plannerfees.com/planners/capsouth-wealth-management-132517/"},{"crd":300349,"name":"Capstar Financial Services LLC","city":"Austin","state":"TX","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022960","page":"https://plannerfees.com/planners/capstar-financial-services-llc-300349/"},{"crd":123764,"name":"Capstone Capital Wealth Advisors","city":"Henderson","state":"NV","fees":{"flat":[5000,20000]},"sourceSentences":{"flat":"Capstone Capital Wealth Advisors charges its fee for financial planning services as a one-time, fixed fee ranging from $5,000 to $20,000 based on the scope of the client’s planning needs and the complexity thereof collected in advance."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011465","page":"https://plannerfees.com/planners/capstone-capital-wealth-advisors-123764/"},{"crd":109341,"name":"Capstone Financial Advisors Inc","city":"Downers 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complexity associated with the client’s situation."},"brochureDate":"7/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052455","page":"https://plannerfees.com/planners/capstone-global-advisors-llc-277104/"},{"crd":281042,"name":"Capstone Investment Management LLC","city":"Palm Coast","state":"FL","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"QUALIFIED PLAN CONSULTING SERVICES Capstone offers qualified plan consulting services to individuals for a negotiable flat fee of $500 - $2,500 based on the complexity of the case for the consultation."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=894013","page":"https://plannerfees.com/planners/capstone-investment-management-llc-281042/"},{"crd":154819,"name":"Capstone Pacific Investment Strategies","city":"Fort 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quarter."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026594","page":"https://plannerfees.com/planners/capstone-wealth-130128/"},{"crd":287670,"name":"Capstone Wealth Advisors, LLC","city":"Salem","state":"OR","fees":{"hourly":[100,750],"flat":[500,10000]},"sourceSentences":{"hourly":"Hourly consulting or financial planning rates range from $100 to $750 per hour, depending on the complexity of the project, the scope of work to be performed, and the differential expertise of the IAR providing the services.","flat":"Fixed fee projects are estimated to range from $500 - $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036473","page":"https://plannerfees.com/planners/capstone-wealth-advisors-llc-287670/"},{"crd":332360,"name":"Capstone Wealth Advisors, LLC","city":"Andalusia","state":"AL","fees":{"hourly":[150,250],"flat":[100,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $100 and $10,000. 4 Hourly Fees The negotiated hourly fee for these services is between $150 and $250.","hourly":"The negotiated fixed rate for creating client financial plans is between $100 and $10,000. 4 Hourly Fees The negotiated hourly fee for these services is between $150 and $250."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007212","page":"https://plannerfees.com/planners/capstone-wealth-advisors-llc-332360/"},{"crd":122357,"name":"Capstone Wealth Advisors,inc.","city":"Indianpolis","state":"IN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning fees are based on the general billing rate of $250/hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017131","page":"https://plannerfees.com/planners/capstone-wealth-advisors-inc-122357/"},{"crd":340135,"name":"Capstone Wealth Management Group, Inc.","city":"Bend","state":"OR","fees":{"hourly":[95,295],"flat":[500,7000]},"sourceSentences":{"hourly":"One, our Financial Planning fees are calculated and charged on an hourly basis, ranging from $95 to $295 per hour.","flat":"Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship. 6 Or two, our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging…"},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044717","page":"https://plannerfees.com/planners/capstone-wealth-management-group-inc-340135/"},{"crd":152524,"name":"Capstone Wealth Partners","city":"Dublin","state":"OH","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Fees are also prorated for intra-quarter client deposits and withdrawals.​ B.​ Financial Planning. a.​ Foundations Plan.​ In consideration of its project-based financial planning services, Adviser charges a one-time flat fee that is generally based on family makeup as set forth below:​ Client Type Plan Fee…"},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010957","page":"https://plannerfees.com/planners/capstone-wealth-partners-152524/"},{"crd":325537,"name":"Captar Private Wealth","city":"St. Louis Park","state":"MN","fees":{"flat":[500,100000]},"sourceSentences":{"flat":"The fees shared will not exceed any limit imposed by any regulatory agency. 4 Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is between $500 and $100,000."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040924","page":"https://plannerfees.com/planners/captar-private-wealth-325537/"},{"crd":173736,"name":"Captrust Wealth Advisors","city":"Holland","state":"MI","fees":{"annual":[1500,20000]},"sourceSentences":{"annual":"These fees are negotiable, but generally range from $1,500 to $20,000 annually on a fixed fee basis, depending upon the scope and complexity of the services and the professional rendering the Guidance & Planning Services."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056327","page":"https://plannerfees.com/planners/captrust-wealth-advisors-173736/"},{"crd":151765,"name":"Carbahal Olsen Financial Services Group LLC","city":"Davis","state":"CA","fees":{"hourly":[75,350],"flat":[250,1500]},"sourceSentences":{"hourly":"We charge fees for financial planning or consultation services at a rate of $75 - $350 per hour or for a fixed fee of $250 - $1500 per plan.","flat":"We charge fees for financial planning or consultation services at a rate of $75 - $350 per hour or for a fixed fee of $250 - $1500 per plan."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020098","page":"https://plannerfees.com/planners/carbahal-olsen-financial-services-group-llc-151765/"},{"crd":339938,"name":"Cardinal Wealth Management 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$10,000."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007952","page":"https://plannerfees.com/planners/carey-wealth-management-173885/"},{"crd":342716,"name":"Carico Private Wealth Management","city":"Redwood City","state":"CA","fees":{"hourly":[300,300],"flat":[1000,2500],"monthly":[400,400]},"sourceSentences":{"flat":"Ongoing Financial Planning CPWM collects an initial fee of $1,000 - $2,500.","monthly":"Upon delivery of the comprehensive financial plan, we charge a recurring fixed fee of $400 per month for Ongoing Financial Planning.","hourly":"Our hourly rate is $300."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054805","page":"https://plannerfees.com/planners/carico-private-wealth-management-342716/"},{"crd":331292,"name":"Carissima Capital LLC","city":"Troy","state":"NY","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"Financial planning services may be provided on a fee basis, based on either an hourly charge or on a pre-established fixed fee of $5,000, as agreed to by Carissima Capital and the client.","hourly":"Carissima Capital’s hourly charge per hour is $250."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009692","page":"https://plannerfees.com/planners/carissima-capital-llc-331292/"},{"crd":3394,"name":"Carl P. Sherr & Co., LLC","city":"Worcester","state":"MA","fees":{"hourly":[300,300],"flat":[5000,5000]},"sourceSentences":{"flat":"CPS & Co will be compensated for financial planning services using our flat fee financial planning pricing structure with an annual minimum fee of $5,000.","hourly":"CPS & Co will be compensated for financial planning services charged on an hourly basis of $300 per hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017203","page":"https://plannerfees.com/planners/carl-p-sherr-co-llc-3394/"},{"crd":300667,"name":"Carlson Planning Company","city":"Mansfield","state":"MA","fees":{"flat":[300,300],"monthly":[100,750],"annual":[1200,9000]},"sourceSentences":{"flat":"We assess a fixed fee for our financial planning engagements that range from $300 (our minimum) to $3,000.","annual":"This fee ranges from $1,200 to $9,000 annually ($100 to $750 per month), billed monthly in advance.","monthly":"This fee ranges from $1,200 to $9,000 annually ($100 to $750 per month), billed monthly in advance."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036936","page":"https://plannerfees.com/planners/carlson-planning-company-300667/"},{"crd":150488,"name":"Carnegie Investment Counsel","city":"Pepper Pike","state":"OH","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly rate will not be greater than $300."},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041784","page":"https://plannerfees.com/planners/carnegie-investment-counsel-150488/"},{"crd":288837,"name":"Carolina Wealth Advisors","city":"Myrtle Beach","state":"SC","fees":{"hourly":[500,1000],"flat":[500,1000]},"sourceSentences":{"flat":"- Item 5 Financial Planning Fees CWA charges an hourly fee of $500-$1,000 for financial planning services.","hourly":"The compensation arrangement for these services will be based on hourly fees ranging between $500-$1,000 per hour or a percentage of the plan assets not to exceed 2.0%."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025873","page":"https://plannerfees.com/planners/carolina-wealth-advisors-288837/"},{"crd":131393,"name":"Carolina Wealth Management, Inc.","city":"Greenville","state":"NC","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"hourly":"The hourly rate for limited scope engagements is $250 (plus expenses).","flat":"The maximum fixed fee will not exceed $2,500."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042890","page":"https://plannerfees.com/planners/carolina-wealth-management-inc-131393/"},{"crd":309092,"name":"Carpe Diem Financial Life Planning","city":"Ben Lomond","state":"CA","fees":{"annual":[500,10000]},"sourceSentences":{"annual":"We typically serve our clients via our fixed \"retainer\" fee that ranges from $500 to $10,000 per year that is paid to the firm quarterly."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051900","page":"https://plannerfees.com/planners/carpe-diem-financial-life-planning-309092/"},{"crd":129350,"name":"Carr Consulting P.A.","city":"San Antonio","state":"TX","fees":{"flat":[200,600]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $200 - $600 for custom plans and $500 for all standard financial plans."},"brochureDate":"7/16/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=711680","page":"https://plannerfees.com/planners/carr-consulting-p-a-129350/"},{"crd":281343,"name":"Carr Wealth Management LLC","city":"Pleasanton","state":"CA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Carr Wealth Management meets the safeguard exception by mailing the client a detailed invoice each quarter that shows fees withdrawn from the account. 2 Carr Wealth Management LLC FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered at an hourly rate of $150 or a fixed fee between $100 and…"},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045584","page":"https://plannerfees.com/planners/carr-wealth-management-llc-281343/"},{"crd":340803,"name":"Carrara Wealth Management","city":"Los Angeles","state":"CA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Financial planning fees generally range from $2,500 to $10,000."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047856","page":"https://plannerfees.com/planners/carrara-wealth-management-340803/"},{"crd":304487,"name":"Carriage Hill Investment Associates LLC","city":"Lancaster","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"- 2- FINANCIAL PLANNING AND CONSULTING Carriage Hill charges a fee of $250 per hour for financial planning and consulting."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033399","page":"https://plannerfees.com/planners/carriage-hill-investment-associates-llc-304487/"},{"crd":171715,"name":"Carrie Houchins-Witt Tax and Financial Services LLC","city":"Coralville","state":"IA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"For financial planning services, Carrie Houchins-Witt Tax & Financial Services, LLC is compensated on an hourly basis at a rate of $300 per hour. 3 An initial consultation is provided at no charge."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030628","page":"https://plannerfees.com/planners/carrie-houchins-witt-tax-and-financial-services-llc-171715/"},{"crd":315205,"name":"Carriere Financial Planning LLC","city":"Colorado Springs","state":"CO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"(*The daily rate is calculated by dividing the annual asset-based fee rate by 365.) Financial Planning Fees Financial planning is included at no additional charge when a client has $250k in assets under management with CFPL.​ Hourly Fees The hourly fee for these services is $250 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014170","page":"https://plannerfees.com/planners/carriere-financial-planning-llc-315205/"},{"crd":311522,"name":"Carrington Advisors, LLC","city":"Dallas","state":"TX","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Our initial planning fee ranges from $1,000 - $5,000."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048926","page":"https://plannerfees.com/planners/carrington-advisors-llc-311522/"},{"crd":334565,"name":"Carroll Advisory Group","city":"Texarkana","state":"TX","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"The fixed fee can range between $1,500 and $5,000 and is due in full in advance of CAG providing the planning service."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009754","page":"https://plannerfees.com/planners/carroll-advisory-group-334565/"},{"crd":139704,"name":"Carroll Financial Group, Inc.","city":"Rockville Centre","state":"NY","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"The negotiable hourly fee s up to $150 per hour and is​ ​paid after the consultations.​ ​ ritten financial plan fees range from $200 to $2,000, depending upon the complexity of your financial situation."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053626","page":"https://plannerfees.com/planners/carroll-financial-group-inc-139704/"},{"crd":314563,"name":"Carson Capital","city":"St. Louis Park","state":"MN","fees":{"hourly":[1000,1000],"flat":[50000,50000]},"sourceSentences":{"flat":"A fixed-fee engagement does not exceed $50,000 and covers preparation, meeting time, and written follow-up.","hourly":"Explicit hourly engagements do not exceed $1,000 per hour; billable time includes preparation, research, meeting time, and follow-up work."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054380","page":"https://plannerfees.com/planners/carson-capital-314563/"},{"crd":116249,"name":"Carter Advisory Services, Inc","city":"Dallas","state":"TX","fees":{"hourly":[250,450],"flat":[10000,10000]},"sourceSentences":{"flat":"Fees for a comprehensive initial financial plan normally begin at $10,000.","hourly":"Hourly fees range from $250 to $450 per hour depending on which planner is assigned to the financial analysis and the complexity of the project."},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052614","page":"https://plannerfees.com/planners/carter-advisory-services-inc-116249/"},{"crd":298327,"name":"Carter Financial, LLC","city":"La Jolla","state":"CA","fees":{"hourly":[350,350],"flat":[1500,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,500 to $5,000."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051159","page":"https://plannerfees.com/planners/carter-financial-llc-298327/"},{"crd":144564,"name":"Carty Financial, Inc.","city":"Thousand Oaks","state":"CA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Follow-on work is billed at $400.00 per hour. pg. 5 Performance Based Fees Carty Financial Inc. does not charge any performance-based fees."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013646","page":"https://plannerfees.com/planners/carty-financial-inc-144564/"},{"crd":312231,"name":"Carvalho Investment Group, LLC","city":"Austin","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"All $200 Per hour An estimate for total hours will be determined at the start of the advisory relationship."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015379","page":"https://plannerfees.com/planners/carvalho-investment-group-llc-312231/"},{"crd":323662,"name":"Cary Financial Planning, LLC","city":"Cary","state":"NC","fees":{"flat":[1000,50000],"annual":[1000,50000]},"sourceSentences":{"annual":"CaryFP charges ongoing financial planning fees ranging from $1,000 to $50,000 per year, depending on the scope and service level selected.","flat":"Project-Based Engagements CaryFP may provide project-based planning services for a flat fee ranging from $1,000 to $50,000, depending on scope and complexity."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053227","page":"https://plannerfees.com/planners/cary-financial-planning-llc-323662/"},{"crd":158470,"name":"Cascade Wealth Advisors, Inc","city":"Wenatchee","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fixed fees can be based upon the value of assets managed or time expended providing services at our hourly rate of $300."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053807","page":"https://plannerfees.com/planners/cascade-wealth-advisors-inc-158470/"},{"crd":333821,"name":"Cascade Wealth Management Solutions Inc.","city":"Pittsfield","state":"MA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $300 per hour billed in 15 minute increments."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018553","page":"https://plannerfees.com/planners/cascade-wealth-management-solutions-inc-333821/"},{"crd":339300,"name":"Cascara Financial Planning LLC","city":"Lake Oswego","state":"OR","fees":{"hourly":[275,275],"flat":[1500,1500],"annual":[5000,15000]},"sourceSentences":{"flat":"Ongoing Financial Planning Cascara collects an initial fee, no greater than $1,500.","annual":"The annual fee generally ranges from $5,000 to $15,000, depending on the specific needs of the Client, the 9 complexity of the Client’s financial situation, and the estimated time, research, and resources required to provide services, among other factors deemed relevant.","hourly":"Our hourly rate is $275."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003363","page":"https://plannerfees.com/planners/cascara-financial-planning-llc-339300/"},{"crd":124098,"name":"Casey Wealth Management, Inc.","city":"Orland Park","state":"IL","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Kristof and set at an hourly rate of $300.00 and $150.00, respectively."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012919","page":"https://plannerfees.com/planners/casey-wealth-management-inc-124098/"},{"crd":334718,"name":"Casita Financial Planning","city":"El Segundo","state":"CA","fees":{"hourly":[300,300],"flat":[500,500]},"sourceSentences":{"flat":"Ongoing Financial Planning Casita collects an initial fee, no greater than $500.","hourly":"Our hourly rate is $300."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012119","page":"https://plannerfees.com/planners/casita-financial-planning-334718/"},{"crd":338889,"name":"Caskwise Capital Inc","city":"Reno","state":"NV","fees":{"flat":[3500,15000],"quarterly":[1200,1200],"annual":[4800,4800]},"sourceSentences":{"flat":"One-Time Full Financial Plan Caskwise charges a fixed fee between $3,500 and $15,000 based on complexity and unique Client needs for financial planning.","annual":"The fixed annual fee is $4,800 and is paid quarterly in arrears at $1,200 per quarter.","quarterly":"The fixed annual fee is $4,800 and is paid quarterly in arrears at $1,200 per quarter."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046437","page":"https://plannerfees.com/planners/caskwise-capital-inc-338889/"},{"crd":323176,"name":"Cassandra Smalley Wealth Management","city":"Seminole","state":"FL","fees":{"hourly":[375,375],"flat":[4000,4000],"monthly":[1500,5000],"annual":[6000,6000]},"sourceSentences":{"annual":"We charge a starting annual fee of $6,000 for individuals and $9,000 for couples, with a maximum fee of $24,000, based on complexity.","flat":"The fixed fee starts at $4,000 per project.","hourly":"Our hourly rate is $375.","monthly":"Fees are paid monthly in arrears, ranging from $1,500 to $5,000 per month."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001494","page":"https://plannerfees.com/planners/cassandra-smalley-wealth-management-323176/"},{"crd":159911,"name":"Cassia Capital Partners LLC","city":"Winston Salem","state":"NC","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"Cassia offers financial consulting services at an hourly rate of $325 or based on a fixed fee per engagement, payable in arrears."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008922","page":"https://plannerfees.com/planners/cassia-capital-partners-llc-159911/"},{"crd":329857,"name":"Cast Member Financial LLC","city":"Ocoee","state":"FL","fees":{"hourly":[250,250],"annual":[2400,5000]},"sourceSentences":{"annual":"We charge an annual fee of $2,400 - $5,000 fixed fee for Ongoing Financial Planning.","hourly":"We charge an hourly fee of $250 for Project-Based Financial Planning."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=875583","page":"https://plannerfees.com/planners/cast-member-financial-llc-329857/"},{"crd":143334,"name":"Castellan Financial Advisors","city":"Newcastle","state":"CA","fees":{"hourly":[280,280]},"sourceSentences":{"hourly":"Financial Planning and Investment Consultation Services Hourly fees for financial planning and investment consultation services are assessed at a rate of $280 per hour; billed in 15‐minute increments."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024171","page":"https://plannerfees.com/planners/castellan-financial-advisors-143334/"},{"crd":117369,"name":"Castellano & Associates","city":"Shreveport","state":"LA","fees":{"hourly":[300,300],"flat":[7500,7500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $300 per hour.","flat":"Services are offered based on a flat fee of no more than $7,500."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012758","page":"https://plannerfees.com/planners/castellano-associates-117369/"},{"crd":327519,"name":"Castfirm Advisors LLC","city":"Garden City","state":"NY","fees":{"flat":[250,1000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $1,000."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044630","page":"https://plannerfees.com/planners/castfirm-advisors-llc-327519/"},{"crd":343211,"name":"Castle Capital Management","city":"Irvine","state":"CA","fees":{"hourly":[250,450],"flat":[2500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $5,000.","hourly":"The negotiated hourly fee for these services is between $250 and $450."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058669","page":"https://plannerfees.com/planners/castle-capital-management-343211/"},{"crd":298439,"name":"Castle Coast Wealth, LLC","city":"La Jolla","state":"CA","fees":{"hourly":[500,500],"annual":[50000,50000]},"sourceSentences":{"annual":"Our Financial Planning Services fees will never exceed $50,000 annually.","hourly":"The maximum hourly fee to be charged will not exceed $500."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042180","page":"https://plannerfees.com/planners/castle-coast-wealth-llc-298439/"},{"crd":338962,"name":"Castle Financial","city":"Verona","state":"WI","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047410","page":"https://plannerfees.com/planners/castle-financial-338962/"},{"crd":341862,"name":"Castle Financial","city":"Mission Viejo","state":"CA","fees":{"flat":[500,3500]},"sourceSentences":{"flat":"Castle Financial charges a fixed fee between $500 and $3,500 for financial planning services dependent upon the complexity of the Client’s specific situation."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051935","page":"https://plannerfees.com/planners/castle-financial-341862/"},{"crd":107865,"name":"Castle Financial & Retirement Planning Associates Inc","city":"Fair Haven","state":"NJ","fees":{"hourly":[150,150],"flat":[500,2500]},"sourceSentences":{"flat":"Castle Financial's financial planning and consulting fees range from $500 to $2,500 on a fixed fee basis, or up to $150 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the service.","hourly":"Services outside the scope of Castle Financial’s standard investment management services, including but not limited to comprehensive financial planning, retirement planning, estate planning coordination, administrative support, and specialized research, will be billed at a rate of $150 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031784","page":"https://plannerfees.com/planners/castle-financial-retirement-planning-associates-inc-107865/"},{"crd":287710,"name":"Castle Island Wealth","city":"Palm Beach Gardens","state":"FL","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"We charge an hourly fee of $350 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024266","page":"https://plannerfees.com/planners/castle-island-wealth-287710/"},{"crd":140299,"name":"Castle Rock Investment Company","city":"Castle Rock","state":"CO","fees":{"flat":[6000,40000],"quarterly":[1500,1500]},"sourceSentences":{"flat":"Under this structure, services are provided on an annual flat base fee of $6,000- $40,000 depending on the services provided to the client.","quarterly":"The minimum quarterly fee of $1,500 could be considered excessive for small retirement plans and the client may be able to find these services for a lower fee in the marketplace. 3 115 Wilcox Street, Suite 220, Castle Rock, CO 80104"},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004639","page":"https://plannerfees.com/planners/castle-rock-investment-company-140299/"},{"crd":318990,"name":"Castle Wealth Group Investments LLC","city":"Brighton","state":"MI","fees":{"flat":[5000,20000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $5,000 and $20,000."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005314","page":"https://plannerfees.com/planners/castle-wealth-group-investments-llc-318990/"},{"crd":118364,"name":"Castle Wealth Management","city":"Boynton Beach","state":"FL","fees":{"hourly":[100,450],"flat":[2500,2500]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $2,500 and up, depending upon the nature and complexity of each client’s circumstances along with the mutual agreement of the client.","hourly":"On an hourly basis, ranging from $100 to $450 per hour, depending on the nature and complexity of each client’s circumstances as well as mutual agreement of the client."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051860","page":"https://plannerfees.com/planners/castle-wealth-management-118364/"},{"crd":141601,"name":"Castle Wealth Planning","city":"Santa Barbara","state":"CA","fees":{"hourly":[250,250],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037376","page":"https://plannerfees.com/planners/castle-wealth-planning-141601/"},{"crd":150844,"name":"Castling Financial Planning, LTD.","city":"Hoffman Estates","state":"IL","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"CastlingFP's Hourly Fee Schedule for 2026 is as follows: 1. $75 per billable hour for financial planning and investment advisory services, or 2. $995 for a twenty (20) billable hour block that can be utilized within twelve (12) months, or 3. $129 for up to three (3) billable hours of telephone, email and virtual…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038951","page":"https://plannerfees.com/planners/castling-financial-planning-ltd-150844/"},{"crd":300078,"name":"Catalyze Wealth Management","city":"Carmel","state":"IN","fees":{"annual":[4800,15000]},"sourceSentences":{"annual":"The fixed fee can range between $4,800 and $15,000 annually, depending on complexity and the needs of the client, and is billed on a quarterly basis."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037182","page":"https://plannerfees.com/planners/catalyze-wealth-management-300078/"},{"crd":134217,"name":"Catawba River Capital","city":"Lake Wylie","state":"SC","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial planning services will be charged at the prevailing hourly rate of $150 per hour."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009729","page":"https://plannerfees.com/planners/catawba-river-capital-134217/"},{"crd":290650,"name":"Cates FP, Cates Tax Advisory","city":"Gainesville","state":"TX","fees":{"hourly":[250,250],"monthly":[150,400]},"sourceSentences":{"monthly":"Ongoing Financial and Tax Planning Comprehensive Financial and Tax Planning consists of an ongoing fee that is paid monthly, in advance, at a rate from $150 to $400 per month depending on complexity.","hourly":"Financial Planning fee is an hourly rate of $250 per hour."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047416","page":"https://plannerfees.com/planners/cates-fp-cates-tax-advisory-290650/"},{"crd":169243,"name":"Catharine Fairley Planning Group LLC","city":"Frederick","state":"MD","fees":{"hourly":[275,300]},"sourceSentences":{"hourly":"We charge $275 per hour (hourly rate will go to $300 per hour effective 2/1/25)."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=934010","page":"https://plannerfees.com/planners/catharine-fairley-planning-group-llc-169243/"},{"crd":339336,"name":"Catton Capital Partners, LLC","city":"San Francisco","state":"CA","fees":{"hourly":[150,250],"flat":[750,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250, with hourly rates ranging from $150 to $250 depending on the nature and complexity of the services required.","flat":"Our flat fees range from $750 to $10,000; a flat fee of $750 would typically cover a limited-scope engagement such as an initial review of an existing plan’s investment policy statement or a single-session consultation, while a flat fee of $10,000 would apply to a comprehensive engagement involving establishment or…"},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051464","page":"https://plannerfees.com/planners/catton-capital-partners-llc-339336/"},{"crd":277148,"name":"Catum Advisory Group, LLC.","city":"Wilton","state":"CT","fees":{"hourly":[450,450],"flat":[1500,5000]},"sourceSentences":{"flat":"Our fixed fees generally range between $1,500 and $5,000.","hourly":"Our hourly fees are charged at a rate of $450 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032952","page":"https://plannerfees.com/planners/catum-advisory-group-llc-277148/"},{"crd":143812,"name":"Cauble & Harre Wealth Management, Inc.","city":"St. Louis","state":"MO","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"Clients engaging CHF Wealth will be subject to a minimum fee of $10,000 annually."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022609","page":"https://plannerfees.com/planners/cauble-harre-wealth-management-inc-143812/"},{"crd":312088,"name":"Cavalot Capital","city":"Incline Village","state":"NV","fees":{"hourly":[500,500],"flat":[1000,50000]},"sourceSentences":{"flat":"The fixed fee can range between $1,000 and $50,000 and is priced subjectively according to the degree of complexity associated with the Client’s situation (see Item 5 section titled “Complexity Fee Discretion below”) and any urgency or time constraints imposed by the client.","hourly":"The refund or additional amount due will be calculated based on an hourly rate of $500/hour."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048600","page":"https://plannerfees.com/planners/cavalot-capital-312088/"},{"crd":339348,"name":"Cavanaugh Wealth Management LLC","city":"Baton Rouge","state":"LA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fees are $300 per hour."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056689","page":"https://plannerfees.com/planners/cavanaugh-wealth-management-llc-339348/"},{"crd":172091,"name":"Caviness Wealth Management, LLC","city":"Dallas","state":"TX","fees":{"hourly":[150,150],"flat":[500,5000]},"sourceSentences":{"hourly":"Our hourly fee is $150 and our flat fees generally range from $500 to $5,000.","flat":"Our hourly fee is $150 and our flat fees generally range from $500 to $5,000."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005188","page":"https://plannerfees.com/planners/caviness-wealth-management-llc-172091/"},{"crd":173606,"name":"Cavner Social Enterprises, LLC","city":"Austin","state":"TX","fees":{"flat":[100,25000]},"sourceSentences":{"flat":"Financial Planning and Consulting Fee Schedule Hourly $100-$300 Fixed Fee $1,000 – $25,000 FEE BILLING & PAYMENT Financial planning and consulting fees may be assessed on an hourly basis or as a one-time project fee."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012877","page":"https://plannerfees.com/planners/cavner-social-enterprises-llc-173606/"},{"crd":340677,"name":"Cavu Wealth Advisors, LLC","city":"Walnut Creek","state":"CA","fees":{"hourly":[450,450],"annual":[10000,10000]},"sourceSentences":{"annual":"Our minimum annual fee is $10,000 per year.","hourly":"Occasionally CAVU may also contract with non-clients to provide specialized financial planning, consulting or advisory services at a rate of $450 per hour."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043984","page":"https://plannerfees.com/planners/cavu-wealth-advisors-llc-340677/"},{"crd":299089,"name":"Cavu Wealth Management","city":"Lakeside","state":"CA","fees":{"hourly":[200,200],"flat":[1500,5000]},"sourceSentences":{"flat":"Financial Planning fees generally range from $1,500 - $5,000 but may be negotiable in certain cases.","hourly":"CAVU Wealth Management's rate is $200 per hour."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054042","page":"https://plannerfees.com/planners/cavu-wealth-management-299089/"},{"crd":301535,"name":"Cayden Wealth Management","city":"Broomfield","state":"CO","fees":{"hourly":[350,350],"flat":[500,15000],"monthly":[150,150],"annual":[1800,1800]},"sourceSentences":{"flat":"Generally, our fees are charged on a fixed fee basis; while most plans range from $500 to $15,000 depending on the breadth of services provided, the complexity of the client's situation, and the advisor or advisor’s representative(s) providing services.","hourly":"Based Financial Planning fee is also offered in the form of hourly engagements at a rate of $350 per hour.","annual":"CWM also charges an Administration fee for co-fiduciary services, as noted in Item 4, of $1,800 per year, paid monthly in arrears at $150 per month.","monthly":"CWM also charges an Administration fee for co-fiduciary services, as noted in Item 4, of $1,800 per year, paid monthly in arrears at $150 per month."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016189","page":"https://plannerfees.com/planners/cayden-wealth-management-301535/"},{"crd":306090,"name":"Cayside Partners","city":"Jupiter","state":"FL","fees":{"hourly":[500,1250],"flat":[5000,25000]},"sourceSentences":{"hourly":"Hourly fees range from $500 - $1,250 per hour, depending on what is negotiated between CSP and the client.","flat":"Fixed fees for longer-term consulting projects range from $5,000 to $25,000 per project."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058934","page":"https://plannerfees.com/planners/cayside-partners-306090/"},{"crd":300200,"name":"CB Capital LLC","city":"North Smithfield","state":"RI","fees":{"hourly":[350,350],"flat":[2500,7500],"annual":[5000,15000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $2,500 to $7,500, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $350 per hour.","hourly":"As a fixed fee, typically ranging from $2,500 to $7,500, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $350 per hour.","annual":"As an alternative, we may apply a minimum fee to the table above or charge a flat fee both of which can range from $5,000 to $15,000/year for the average client but may be higher or lower based on scope, time required, and complexity of the services rendered. 7 This is a tiered (non-blended) fee schedule."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057086","page":"https://plannerfees.com/planners/cb-capital-llc-300200/"},{"crd":149225,"name":"CBG & Company, Inc.","city":"Fishers","state":"IN","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"We generally charge an hourly rate between $200 and $300 for this service."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020805","page":"https://plannerfees.com/planners/cbg-company-inc-149225/"},{"crd":291467,"name":"CBK Financial Advisors LLC","city":"Mesa","state":"AZ","fees":{"flat":[500,6000]},"sourceSentences":{"flat":"CBK bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $500 and $6,000."},"brochureDate":"3/15/2019","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=553816","page":"https://plannerfees.com/planners/cbk-financial-advisors-llc-291467/"},{"crd":289564,"name":"CBL Wealth Management","city":"Apple Valley","state":"CA","fees":{"hourly":[150,350],"flat":[350,350]},"sourceSentences":{"flat":"The minimum fee for financial planning will be $350.","hourly":"Our hourly fees range from $150 to $350 for financial advice/consultation."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000937","page":"https://plannerfees.com/planners/cbl-wealth-management-289564/"},{"crd":158408,"name":"CBS Funding, Inc.","city":"Broadview Heights","state":"OH","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND CONSULTING CBS charges an hourly fee of $250 based on complexity and unique Client needs for financial planning."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053204","page":"https://plannerfees.com/planners/cbs-funding-inc-158408/"},{"crd":165317,"name":"Cdfinancial","city":"San Juan Capistrano","state":"CA","fees":{"hourly":[500,500],"flat":[2500,50000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour.","flat":"Services are offered based on a flat fee between $2,500 and $50,000."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053107","page":"https://plannerfees.com/planners/cdfinancial-165317/"},{"crd":155725,"name":"CDP Financial Group, LLC","city":"Littleton","state":"CO","fees":{"hourly":[150,150],"flat":[5000,5000]},"sourceSentences":{"hourly":"For financial planning and Portfolio Consulting services, clients are either charged an hourly fee of $150 for these services, or they may elect a flat fee for the services not to exceed $5,000, as negotiated between the client and CDP, prior to implementing the financial planning services agreement.","flat":"For financial planning and Portfolio Consulting services, clients are either charged an hourly fee of $150 for these services, or they may elect a flat fee for the services not to exceed $5,000, as negotiated between the client and CDP, prior to implementing the financial planning services agreement."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011835","page":"https://plannerfees.com/planners/cdp-financial-group-llc-155725/"},{"crd":174020,"name":"Cedar Capital, LLC","city":"Glen Ellyn","state":"IL","fees":{"flat":[8000,8000]},"sourceSentences":{"flat":"The annual fee for comprehensive financial planning and ongoing advisory services typically begins at $8,000 and may be higher depending on the client’s specific needs, level of complexity, and overall financial situation."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022635","page":"https://plannerfees.com/planners/cedar-capital-llc-174020/"},{"crd":324097,"name":"Cedar Grove Financial Planning, LLC","city":"Oakton","state":"VA","fees":{"hourly":[200,200],"flat":[1500,3500]},"sourceSentences":{"flat":"Clients pay a flat rate ranging from $1,500-$3,500 for the development and presentation of a comprehensive financial plan with pricing based on the complexity and priorities of the client.","hourly":"Additional followup meetings and annual updates will be charged at rate of $200 per hour, unless otherwise agreed 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$500/hour."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020438","page":"https://plannerfees.com/planners/cedar-peak-wealth-advisors-317246/"},{"crd":317532,"name":"Cedar Point Capital Partners, LLC","city":"Cedar Rapids","state":"IA","fees":{"hourly":[500,500],"flat":[10000,10000],"annual":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $10,000.","annual":"Subscription fees will not exceed $10,000 annually."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013632","page":"https://plannerfees.com/planners/cedar-point-capital-partners-llc-317532/"},{"crd":115511,"name":"Cedar Valley Wealth Advisors","city":"Cedar Falls","state":"IA","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Along with our advisory fee described 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complete) plus a fixed fee that ranges from $600 to $3,600 per year depending on the scope and complexity of the…","hourly":"For small business CFO or advisory services, and certain one-time financial planning engagements, Cedarmill charges an hourly fee of $150, billed monthly in arrears based on the Cedarmill Financial Page 5 time spent during the month."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029929","page":"https://plannerfees.com/planners/cedarmill-financial-326357/"},{"crd":172653,"name":"Cedarstone Advisors","city":"Thousand Oaks","state":"CA","fees":{"hourly":[300,500]},"sourceSentences":{"hourly":"Cedarstone will charge an hourly fee for these services in the range of $300 to $500 per hour. 3125 Old Conejo Rd."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017559","page":"https://plannerfees.com/planners/cedarstone-advisors-172653/"},{"crd":343501,"name":"Cedarstream Wealth, LLC","city":"Herndon","state":"VA","fees":{"flat":[2000,4500]},"sourceSentences":{"flat":"We charge an annual recurring fixed fee for Ongoing Financial Planning paid monthly in arrears, ranging from $2,000 to $4,500."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057431","page":"https://plannerfees.com/planners/cedarstream-wealth-llc-343501/"},{"crd":318216,"name":"Ceg Life Financial Services","city":"Monroe","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The fee for our services is a negotiable hourly rate of $250."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036179","page":"https://plannerfees.com/planners/ceg-life-financial-services-318216/"},{"crd":337782,"name":"Ceg Wealth Partners, LLC","city":"Wellington","state":"FL","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Our hourly rate is $350.00 per hour and is not negotiable."},"brochureDate":"10/27/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=994541","page":"https://plannerfees.com/planners/ceg-wealth-partners-llc-337782/"},{"crd":126470,"name":"Cei Financial Planning","city":"Milton","state":"GA","fees":{"hourly":[175,175],"annual":[500,500]},"sourceSentences":{"hourly":"HOW MUCH DO WE CHARGE FOR PLANNING SERVICES? Financial Planning $175.00/hour In many cases, we can quote a flat fee.","annual":"Retainer fee of $500 is required."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022119","page":"https://plannerfees.com/planners/cei-financial-planning-126470/"},{"crd":148040,"name":"Cela Wealth Management","city":"Miami","state":"FL","fees":{"flat":[2500,12000]},"sourceSentences":{"flat":"The minimum fixed fee is generally $2,500 and the maximum fixed fee is generally no more than $12,000."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010125","page":"https://plannerfees.com/planners/cela-wealth-management-148040/"},{"crd":290778,"name":"Centennial Advisors, LLC","city":"Austin","state":"TX","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client Financial plans is a minimum of $1,500 and can increase based on the client’s needs and complexity of the plan."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030752","page":"https://plannerfees.com/planners/centennial-advisors-llc-290778/"},{"crd":147981,"name":"Center for Asset Management, LLC","city":"Palm Beach Gardens","state":"FL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"An hourly fee of $300 per hour is charged by CFAM for financial planning and consulting 10 services under this arrangement."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013396","page":"https://plannerfees.com/planners/center-for-asset-management-llc-147981/"},{"crd":109599,"name":"Center for Financial Planning Inc","city":"Southfield","state":"MI","fees":{"flat":[2500,4000]},"sourceSentences":{"flat":"Clients are be charged a fixed fee (commonly ranging from $2,500 to $4,000) for our Financial Planning advice, which is generally based on the amount of time required by the advisory team in the design of your financial plan."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057642","page":"https://plannerfees.com/planners/center-for-financial-planning-inc-109599/"},{"crd":335440,"name":"Center Peak Financial","city":"Durham","state":"NC","fees":{"hourly":[500,500],"flat":[2000,25000]},"sourceSentences":{"flat":"Fixed fees range from $2,000 to $25,000 and hourly fees do not exceed $500 per hour.","hourly":"Fixed fees range from $2,000 to $25,000 and hourly fees do not exceed $500 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027800","page":"https://plannerfees.com/planners/center-peak-financial-335440/"},{"crd":330460,"name":"Center Stage Planning LLC","city":"Greeley","state":"PA","fees":{"flat":[500,2000],"monthly":[40,40]},"sourceSentences":{"monthly":"A minimum monthly fee of $40 per household is applied to cover the costs associated with providing ongoing advisory services.","flat":"Ongoing Financial Planning CSP collects an upfront fee of $500 - $2,000."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052311","page":"https://plannerfees.com/planners/center-stage-planning-llc-330460/"},{"crd":164485,"name":"Centerline Wealth Advisors, LLC","city":"Louisville","state":"KY","fees":{"flat":[25000,25000]},"sourceSentences":{"flat":"Flat fees are negotiable and will not exceed $25,000."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012702","page":"https://plannerfees.com/planners/centerline-wealth-advisors-llc-164485/"},{"crd":156698,"name":"Centerpoint Advisors, LLC","city":"Needham","state":"MA","fees":{"hourly":[350,400],"flat":[3500,10000]},"sourceSentences":{"hourly":"These fees are negotiable, but generally range from $350 to $400 on an hourly rate basis or $3,500 to $10,000 on a flat fee basis, depending upon the level and scope of the services and the professional rendering the financial planning services.","flat":"These fees are negotiable, but generally range from $350 to $400 on an hourly rate basis or $3,500 to $10,000 on a flat fee basis, depending upon the level and scope of the services and the professional rendering the financial planning services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036476","page":"https://plannerfees.com/planners/centerpoint-advisors-llc-156698/"},{"crd":306065,"name":"Centerpoint Financial Management LLC","city":"Irvine","state":"CA","fees":{"hourly":[350,350],"flat":[5000,15000],"monthly":[500,3000]},"sourceSentences":{"monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an onboarding fee of $2,000 - $5,000, and an ongoing monthly fee, paid in advance, of $500 - $3,000.","flat":"The fee for a One-Time Financial Plan can range between $5,000 and $15,000, based upon complexity.","hourly":"Hourly Fee engagements are offered at an hourly rate of $350 per hour."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055518","page":"https://plannerfees.com/planners/centerpoint-financial-management-llc-306065/"},{"crd":173260,"name":"Centerview Wealth Advisors, LLC","city":"Pittsburgh","state":"PA","fees":{"hourly":[100,300],"flat":[500,30000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $30,000.","hourly":"The negotiated hourly fee for these services is between $100 and $300."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023814","page":"https://plannerfees.com/planners/centerview-wealth-advisors-llc-173260/"},{"crd":330482,"name":"Centoic","city":"San Francisco","state":"CA","fees":{"annual":[50,500]},"sourceSentences":{"annual":"Access to our tools is offered through subscription plan tiers, each providing different levels of service and offered at different prices, ranging from $50-$500 annually, depending on the plan and subscription period a client selects."},"brochureDate":"2/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007280","page":"https://plannerfees.com/planners/centoic-330482/"},{"crd":330412,"name":"Central Point Wealth Management LLC","city":"Beavercreek Township","state":"OH","fees":{"hourly":[100,100],"annual":[500,2500]},"sourceSentences":{"annual":"Holistic Financial Plan Year 1 Year 2 Year 3-N Annual Fee $1250-$2500 $500-$1250 $500-$1250 Lower fees for comparable services may be available from other sources.","hourly":"- 2– FINANCIAL CONSULTING CPWM charges an hourly fee of $100 per hour for financial consulting."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030736","page":"https://plannerfees.com/planners/central-point-wealth-management-llc-330412/"},{"crd":282477,"name":"Centric Advisors, LLC","city":"Cypress","state":"TX","fees":{"hourly":[100,500],"flat":[250,20000],"monthly":[99,10000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $250 to $20,000 and an ongoing fee that is paid monthly, or annually, in advance, at the rate of $99 to $10,000 per month to assist you with the plan’s execution and to monitor your progress.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $250 to $20,000 and an ongoing fee that is paid monthly, or annually, in advance, at the rate of $99 to $10,000 per month to assist you with the plan’s execution and to monitor your progress.","hourly":"In special circumstances, it may be offered on an hourly basis at a rate of $ 100 to $ 500 per hour, depending on the nature of the specified services."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040070","page":"https://plannerfees.com/planners/centric-advisors-llc-282477/"},{"crd":165583,"name":"Centriplan, LLC","city":"Newport Beach","state":"CA","fees":{"hourly":[250,300],"flat":[1000,5000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $5,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250-$300."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011127","page":"https://plannerfees.com/planners/centriplan-llc-165583/"},{"crd":339651,"name":"Centrus Financial Strategies","city":"Orlando","state":"FL","fees":{"hourly":[500,500],"flat":[3000,15000]},"sourceSentences":{"flat":"Fixed fees range from $3,000 to $15,000.","hourly":"Hourly fees will not exceed $500."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046493","page":"https://plannerfees.com/planners/centrus-financial-strategies-339651/"},{"crd":296985,"name":"Centura Wealth Advisory","city":"San Diego","state":"CA","fees":{"hourly":[170,1170],"annual":[500,500]},"sourceSentences":{"hourly":"These fees vary but range up to $250,000 on a fixed fee basis and/or from $170 to $1,170 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","annual":"Where a client elects to pay the Firm directly for investment management services, the Firm can charge up to an additional $500 per year."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029978","page":"https://plannerfees.com/planners/centura-wealth-advisory-296985/"},{"crd":140605,"name":"Centurion Advisory Group, Inc","city":"Suwanee","state":"GA","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"The minimum annual fixed fee is $1,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025412","page":"https://plannerfees.com/planners/centurion-advisory-group-inc-140605/"},{"crd":316454,"name":"Centurion Financial Strategies LLC","city":"Bloomington","state":"MN","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"When you engage CFS for stand-alone financial planning and consulting services, you will pay us an hourly fee at a maximum rate of $350 per hour."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060163","page":"https://plannerfees.com/planners/centurion-financial-strategies-llc-316454/"},{"crd":317929,"name":"Centurion Wealth Management","city":"Mclean","state":"VA","fees":{"hourly":[175,450],"flat":[3500,7500]},"sourceSentences":{"hourly":"Our Financial Planning fees may be calculated and charged on an hourly basis, ranging from $175 to $450 per hour, depending on the complexity of services.","flat":"The fee may be calculated and charged on a fixed fee basis, typically ranging from $3,500 to $7,500, depending on the specific arrangement reached with the client."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059041","page":"https://plannerfees.com/planners/centurion-wealth-management-317929/"},{"crd":305829,"name":"Century Investments","city":"Pueblo","state":"CO","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"AND CONSULTING Century Investments charges an hourly fee of $225 for financial planning."},"brochureDate":"10/4/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=728904","page":"https://plannerfees.com/planners/century-investments-305829/"},{"crd":112308,"name":"Century Management Financial 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written financial plan."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007181","page":"https://plannerfees.com/planners/ceres-financial-group-inc-129086/"},{"crd":279033,"name":"Cereus Financial Advisors, LLC","city":"Franklin Lakes","state":"NJ","fees":{"hourly":[300,300],"flat":[1500,1500]},"sourceSentences":{"flat":"College Planning Services / College Money Match College planning fees are invoiced $1,500 for this service. $500 due upon signing of an agreement, $500 due on November 1st of the Client’s student senior year of high school, and $500 due on February 1st of the year the Client’s student graduates from high school.","hourly":"Client’s engaging the Advisor for an additional sixty minute coaching session are invoiced prior to or at the time of the coaching session in the amount of $300 per 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year."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039356","page":"https://plannerfees.com/planners/cerner-capital-management-llc-125160/"},{"crd":310825,"name":"Cerro Pacific Wealth Advisors, LLC","city":"San Luis Obispo","state":"CA","fees":{"flat":[3500,3500]},"sourceSentences":{"flat":"The maximum flat fee to be charged will not exceed $3500."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050221","page":"https://plannerfees.com/planners/cerro-pacific-wealth-advisors-llc-310825/"},{"crd":120990,"name":"Certified Advisory Corp","city":"Altamonte Springs","state":"FL","fees":{"quarterly":[500,500]},"sourceSentences":{"quarterly":"The minimum quarterly fee will be $500.00."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038230","page":"https://plannerfees.com/planners/certified-advisory-corp-120990/"},{"crd":114361,"name":"Certified Financial Strategies Corporation","city":"Dallas","state":"TX","fees":{"hourly":[250,250],"flat":[2500,4500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Comprehensive Financial Plans are offered based on a flat fee between $2,500$4,500, based on complexity and unique Client needs."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057983","page":"https://plannerfees.com/planners/certified-financial-strategies-corporation-114361/"},{"crd":105364,"name":"Certified Planners, Inc.","city":"San Ramon","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees for Financial Plans or Consultations are computed at the rate of $300 an hour."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001827","page":"https://plannerfees.com/planners/certified-planners-inc-105364/"},{"crd":311964,"name":"CF Financial","city":"Fort Worth","state":"TX","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for on-going financial planning services is between $2,500 and $10,000."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055076","page":"https://plannerfees.com/planners/cf-financial-311964/"},{"crd":108351,"name":"CFG Wealth Management Services Inc","city":"Indianapolis","state":"IN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our Financial Planning fees for services outside the scope of the Wealth Enhancement Service are calculated and charged on an hourly basis which is currently $250 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021770","page":"https://plannerfees.com/planners/cfg-wealth-management-services-inc-108351/"},{"crd":174040,"name":"CFG Wealth Management, LLC","city":"Statesboro","state":"GA","fees":{"hourly":[225,225],"flat":[5000,5000]},"sourceSentences":{"flat":"Reward Portfolio Analysis Roth Conversion Analysis Social Security Optimization Analysis Tax Planning Analysis $1,200 $1,250 $1,250 $1,250 In addition, a client may choose to do a full comprehensive financial plan for a total cost of $5,000.","hourly":"Clients may also choose to receive general financial consulting services for an c of $225 per hour."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043996","page":"https://plannerfees.com/planners/cfg-wealth-management-llc-174040/"},{"crd":148261,"name":"Cfig Investment Advisory Services, LLC","city":"Westport","state":"CT","fees":{"hourly":[400,400],"flat":[5000,25000]},"sourceSentences":{"flat":"CFIG will charge a fixed fee for comprehensive financial planning services generally in the range of $5,000 to $25,000 per plan as contracted for with client in advance dependent on client needs.","hourly":"The advisors hourly fee will be billed at a rate of $400 per hour, but may be negotiated in advance."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034540","page":"https://plannerfees.com/planners/cfig-investment-advisory-services-llc-148261/"},{"crd":111581,"name":"CFM Advisors 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services."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014951","page":"https://plannerfees.com/planners/cfs-investment-advisory-services-llc-106577/"},{"crd":135579,"name":"CFS Wealth Management","city":"Macon","state":"GA","fees":{"annual":[250,10000]},"sourceSentences":{"annual":"The alternate fixed annual fee is $250 to $10,000 (negotiable). 3."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017871","page":"https://plannerfees.com/planners/cfs-wealth-management-135579/"},{"crd":342521,"name":"CG Capital Wealth LLC","city":"Hialeah","state":"FL","fees":{"annual":[1200,1200]},"sourceSentences":{"annual":"Clients with annual fees of $1,200 or less are billed annually in advance."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051888","page":"https://plannerfees.com/planners/cg-capital-wealth-llc-342521/"},{"crd":127277,"name":"CG Maton Advisory, Inc.","city":"Alpharetta","state":"GA","fees":{"hourly":[250,250],"flat":[2000,5000]},"sourceSentences":{"hourly":"Financial Planning & Consultation Services (a) Financial Plans Our fixed fees for constructing financial plans are assessed utilizing the hourly rate of $250, and the hourly rate is non-negotiable.","flat":"Fixed fees range from $2,000 to $5,000 for the year."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037790","page":"https://plannerfees.com/planners/cg-maton-advisory-inc-127277/"},{"crd":159359,"name":"CGN Advisors, LLC","city":"Manhattan","state":"KS","fees":{"annual":[480,8000]},"sourceSentences":{"annual":"The fee typically ranges from $480 to $8,000 per year."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018545","page":"https://plannerfees.com/planners/cgn-advisors-llc-159359/"},{"crd":154748,"name":"CH Capital Management","city":"Chapel Hill","state":"NC","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"hourly":"CH Capital Management offers financial planning and charges $250 per hour for this service and other hourly work outside the portfolio management fee structure.","flat":"Minimum financial planning agreement of $5000.00."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033189","page":"https://plannerfees.com/planners/ch-capital-management-154748/"},{"crd":304159,"name":"Chadds Ford Wealth Partners, LLC","city":"Chadds Ford","state":"PA","fees":{"hourly":[250,500],"flat":[2500,25000]},"sourceSentences":{"flat":"These fees are negotiable, but range from $2,500 to $25,000 on a fixed fee basis and/or from $250 to $500 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but range from $2,500 to $25,000 on a fixed fee basis and/or from $250 to $500 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033668","page":"https://plannerfees.com/planners/chadds-ford-wealth-partners-llc-304159/"},{"crd":282052,"name":"Chair Six Financial Planning, PLLC","city":"Spokane","state":"WA","fees":{"flat":[200,5000],"annual":[1000,10000]},"sourceSentences":{"flat":"We are compensated for project-based services on a fixed fee basis ranging from $200 to $5,000 per plan.","annual":"The fee for a PFP Plus engagement is an annual fixed fee that typically ranges from $1,000 to $10,000 per year, paid in equal quarterly installments, and is based on the complexity of the client’s financial needs and situation."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005282","page":"https://plannerfees.com/planners/chair-six-financial-planning-pllc-282052/"},{"crd":324193,"name":"Challenge Everything Financial LLC","city":"Lenexa","state":"KS","fees":{"hourly":[500,750],"monthly":[100,2500],"annual":[2500,2500]},"sourceSentences":{"annual":"There may be a one-time startup fee ranging from $3K-$5K. *There may be an additional $2,500/yr fee added if investment management is not selected.","monthly":"Fees can be paid monthly or quarterly in advance (or in arrears) at a rate of $100-$2,500 per month (flat-fee vs percentage of assets).","hourly":"Our hourly rate is $500-$750."},"brochureDate":"9/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057174","page":"https://plannerfees.com/planners/challenge-everything-financial-llc-324193/"},{"crd":121498,"name":"Challenger Wealth Management","city":"Aliso Viejo","state":"CA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"For clients needing a financial plan but not needing our asset management services, the financial plan development flat fee starts at $1,500."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016800","page":"https://plannerfees.com/planners/challenger-wealth-management-121498/"},{"crd":329781,"name":"Chambers Financial Consulting","city":"Sonora","state":"TX","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $10,000.","hourly":"Our hourly rate is $300."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012690","page":"https://plannerfees.com/planners/chambers-financial-consulting-329781/"},{"crd":311684,"name":"Champion Financial Planning LLC","city":"Anacortes","state":"WA","fees":{"hourly":[400,400],"quarterly":[2000,2000],"annual":[5000,5000]},"sourceSentences":{"hourly":"Client Relationships (without an existing comprehensive plan) begin by entering a three-month comprehensive planning engagement at a rate of $400/hour (not to exceed a fee of $8,000 per household). $1,600 is due upon the signing of the formal engagement agreement.","quarterly":"Ongoing relationships are provided at a rate of $400/hour (not to exceed a fee of $8,000 per household) for a maximum of $2,000 per quarter (billed in arrears).","annual":"The minimal annual fee is $5,000, based on an estimated eight (8) hours of financial planning service and approximately 4.5 hours of investment management services during the year."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049281","page":"https://plannerfees.com/planners/champion-financial-planning-llc-311684/"},{"crd":159563,"name":"Chancellor Financial Group WB LP","city":"Wilkes-barre","state":"PA","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"Hourly engagements range from $100 to $500 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019152","page":"https://plannerfees.com/planners/chancellor-financial-group-wb-lp-159563/"},{"crd":286148,"name":"Chancellor Financial Services, Inc.","city":"Orland Park","state":"IL","fees":{"hourly":[150,150],"monthly":[150,150]},"sourceSentences":{"hourly":"Services are offered to all Clients based on an hourly fee of $150 per hour.","monthly":"Financial Coaching Services are offered at $150 per month for one (1) one (1) hour session."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044607","page":"https://plannerfees.com/planners/chancellor-financial-services-inc-286148/"},{"crd":145602,"name":"Chaney Financial Services, Inc.","city":"Glendale","state":"CA","fees":{"hourly":[200,200],"flat":[1000,5000]},"sourceSentences":{"hourly":"Investment Consulting CFS’ Investment Consulting (“IC”) fees are calculated and charged on an hourly basis at $200 per hour.","flat":"- 5- CFS prefers to calculate and charge for its financial planning services on a fixed-fee basis, typically between $1,000 and $5,000, but never less than $800, depending on the specific arrangement reached with the client, for comprehensive planning."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006429","page":"https://plannerfees.com/planners/chaney-financial-services-inc-145602/"},{"crd":109511,"name":"Chapel Hill Investment Analysts Inc","city":"Greensburg","state":"PA","fees":{"hourly":[550,550]},"sourceSentences":{"hourly":"Payment of these additional administrative fees will be processed in accordance with the hourly advisory fee of $550 per hour, as indicated in the Advisor’s Form ADV Part II."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021245","page":"https://plannerfees.com/planners/chapel-hill-investment-analysts-inc-109511/"},{"crd":340232,"name":"Chapters To Wealth","city":"Lewis 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Financial Plan One-time financial plans will be offered at an hourly rate of $499.00 per hour."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001049","page":"https://plannerfees.com/planners/charis-legacy-partners-311968/"},{"crd":323675,"name":"Charles Kasner Registered Investment Advisor LLC","city":"Apopka","state":"FL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"6/6/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=796310","page":"https://plannerfees.com/planners/charles-kasner-registered-investment-advisor-llc-323675/"},{"crd":164781,"name":"Charles Street Asset Management, Inc.","city":"Baltimore","state":"MD","fees":{"hourly":[200,300],"flat":[1000,10000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $10,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $200 and $300."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038022","page":"https://plannerfees.com/planners/charles-street-asset-management-inc-164781/"},{"crd":113390,"name":"Charter Advisory Corporation","city":"Indianapolis","state":"IN","fees":{"hourly":[125,300]},"sourceSentences":{"hourly":"Fees for this service include a minimum of $325, with additional charges of $125 to $300 per hour for the fourth and subsequent hour thereafter."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025130","page":"https://plannerfees.com/planners/charter-advisory-corporation-113390/"},{"crd":114812,"name":"Chartmark Investments, Inc.","city":"Tulsa","state":"OK","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services outside the scope of managed assets may be negotiated and billed at an hourly rate, not to exceed $150 per hour."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009952","page":"https://plannerfees.com/planners/chartmark-investments-inc-114812/"},{"crd":339656,"name":"Chase Allen Wealth","city":"Chicago","state":"IL","fees":{"hourly":[350,350],"flat":[3000,7500]},"sourceSentences":{"flat":"Fixed fees range between $3,000 and $7,500.","hourly":"Fees increase with additional complexity, including the following factors: ●​ Partnered or married ●​ Student loans over $100,000 ●​ Equity compensation (RSUs, ESPP, ISO, NSO) ●​ K-1 income ●​ Rental property ●​ Self-employed / side business Hourly Planning Services Hourly Planning Services are offered at an hourly…"},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051142","page":"https://plannerfees.com/planners/chase-allen-wealth-339656/"},{"crd":340808,"name":"Chase Wealth Management","city":"Kansas City","state":"MO","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $10,000."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040215","page":"https://plannerfees.com/planners/chase-wealth-management-340808/"},{"crd":331397,"name":"Chatham Wealth Management. LLC","city":"Mclean","state":"VA","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"flat":"Ongoing Financial Planning CWM collects an initial fee, no greater than $500, which may be waived at the discretion of the firm.","hourly":"Our hourly rate is $250 and is negotiable."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=995250","page":"https://plannerfees.com/planners/chatham-wealth-management-llc-331397/"},{"crd":336778,"name":"Chattahoochee Wealth","city":"Cumming","state":"GA","fees":{"flat":[3000,15000],"annual":[3000,23000]},"sourceSentences":{"annual":"Annual fees range from $3,000 to $23,000 and are payable in advance on a monthly basis.","flat":"Fixed fee rates range from $3,000 to $15,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016772","page":"https://plannerfees.com/planners/chattahoochee-wealth-336778/"},{"crd":339881,"name":"CHC Financial Solutions, LLC","city":"Rockville","state":"MD","fees":{"flat":[2500,15000]},"sourceSentences":{"flat":"Financial Planning fees range between $2,500 and $15,000 depending upon the specific arrangement with each Client."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059071","page":"https://plannerfees.com/planners/chc-financial-solutions-llc-339881/"},{"crd":328729,"name":"Checkpoint Financial Planning","city":"Highland Park","state":"IL","fees":{"hourly":[375,375],"flat":[3000,3000]},"sourceSentences":{"flat":"For new Clients, Checkpoint charges: ▪ A fixed fee of $3,000 for a Financial Review (see Item 4), or ▪ An hourly fee of $375 per hour measured in 15-minute increments for a Strategic Plan (see Item 4).","hourly":"For new Clients, Checkpoint charges: ▪ A fixed fee of $3,000 for a Financial Review (see Item 4), or ▪ An hourly fee of $375 per hour measured in 15-minute increments for a Strategic Plan (see Item 4)."},"brochureDate":"2/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007287","page":"https://plannerfees.com/planners/checkpoint-financial-planning-328729/"},{"crd":133336,"name":"Chen Financial Group, LLC","city":"San Mateo","state":"CA","fees":{"hourly":[300,500],"flat":[4500,15000],"quarterly":[1200,1200],"annual":[1500,4000]},"sourceSentences":{"flat":"A flat fee ranging from $4,500 to $15,000 will be charged to the client.","quarterly":"A quarterly fee of $1,200 payable in advance will be charged to the Client.","annual":"An annual fee of $1,500 - $4,000 is charged based on the schedule of services selected by the Client.","hourly":"The hourly charges will range from $300 to $500 per hour depending upon the scope of the project and resources required."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051565","page":"https://plannerfees.com/planners/chen-financial-group-llc-133336/"},{"crd":175209,"name":"Chequers Financial Management LLC","city":"San Francisco","state":"CA","fees":{"hourly":[750,1250]},"sourceSentences":{"hourly":"Our hourly rates range between $750 to $1,250 depending upon the nature of the requested services and the extent to which the project falls outside our normal scope of services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031339","page":"https://plannerfees.com/planners/chequers-financial-management-llc-175209/"},{"crd":340992,"name":"Cherry Wealth Management 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Financial…"},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002651","page":"https://plannerfees.com/planners/christman-financial-advisors-llc-147356/"},{"crd":165611,"name":"Christopher Investment Advisors","city":"Beverly","state":"MA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"These services are provided on a basis of a $150/hour fee."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023740","page":"https://plannerfees.com/planners/christopher-investment-advisors-165611/"},{"crd":22090,"name":"Christopher Weil & Co Inc","city":"San Diego","state":"CA","fees":{"flat":[250,10000]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $250 to $10,000, depending on the specific arrangement reached with the 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hour."},"brochureDate":"4/19/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=718064","page":"https://plannerfees.com/planners/chuisano-and-albert-l-l-c-123358/"},{"crd":332022,"name":"Cibao Wealth Management","city":"Miami Lakes","state":"FL","fees":{"hourly":[300,300],"annual":[4200,12000]},"sourceSentences":{"annual":"Comprehensive Financial Planning via the Individualized Financial Program (IFP) Comprehensive Financial Planning services are provided at an annual fee of $4,200 to $12,000 billed as ongoing membership cost that is paid monthly, in arrears, at the rate of $350 to $1,000.","hourly":"Project-Based Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $300.00 per 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$30,000, depending on the client’s specific needs, complexity, estimated time, research, and resources required to provide services, among other relevant factors.","quarterly":"Each installment covers no more than 6-months of services and is due at the beginning of each six-month service period. $3,000 Quarterly.","monthly":"Each installment covers no more than 3-months of services and is due at the beginning of each three-month service period. $1,000 Monthly.","hourly":"Our hourly rate is $350."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041380","page":"https://plannerfees.com/planners/cima-financial-339356/"},{"crd":299627,"name":"Cimarron Wealth Management, Inc.","city":"Montrose","state":"CO","fees":{"annual":[30000,30000]},"sourceSentences":{"annual":"For asset management services, client may be charged an annual percentage fee based upon the amount of assets under management in the fee table below or a maximum annual flat fee of $30,000."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044981","page":"https://plannerfees.com/planners/cimarron-wealth-management-inc-299627/"},{"crd":313576,"name":"Cio Wealth Management, Inc.","city":"Sudbury","state":"MA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"However, under more complex circumstances, CIO will charge an hourly consulting fee of $300 per hour for research, analysis, and detailed planning recommendations."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055261","page":"https://plannerfees.com/planners/cio-wealth-management-inc-313576/"},{"crd":158694,"name":"Circa Capital, LLC","city":"Alpharetta","state":"GA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Circa Capital charges a fee based on the hours needed to complete 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$5,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014661","page":"https://plannerfees.com/planners/circle-city-wealth-management-llc-291604/"},{"crd":135993,"name":"Circle R Wealth LLC","city":"Crivitz","state":"WI","fees":{"monthly":[100,100]},"sourceSentences":{"monthly":"Basic. $100 per month Family. $300 month Business. $600 month Fees for ongoing financial planning/consulting will be billed via:"},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045223","page":"https://plannerfees.com/planners/circle-r-wealth-llc-135993/"},{"crd":335718,"name":"Circuit Wealth LLC","city":"Burlingame","state":"CA","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Ongoing Financial Planning CW collects an initial fee, no greater than 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$36,000.00."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015913","page":"https://plannerfees.com/planners/citiwest-capital-corporation-113301/"},{"crd":317528,"name":"Citrin Cooperman Wealth Management, LLC","city":"New York","state":"NY","fees":{"hourly":[450,1000],"monthly":[1000,5000]},"sourceSentences":{"hourly":"Hourly fees range from $450 to $1,000 per hour and are based on the complexity of the work and the experience and training of the Firm’s personnel involved.","monthly":"CCWM’s consulting services vary based on the number of accounts subject to the account quantity, account complexity, and data sources, but typically range between $1,000 and $5,000 per month."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028930","page":"https://plannerfees.com/planners/citrin-cooperman-wealth-management-llc-317528/"},{"crd":328183,"name":"Citrine & Gold LLC","city":"Denver","state":"CO","fees":{"hourly":[350,350],"flat":[1250,4750]},"sourceSentences":{"flat":"Citrine & Gold Form ADV Page 7 The rate for creating client financial plans is between $1,250 and $4,750.","hourly":"The hourly fee for these services is $350.00 The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031407","page":"https://plannerfees.com/planners/citrine-gold-llc-328183/"},{"crd":171735,"name":"Citrine Capital","city":"San 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$1,613.40…"},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014920","page":"https://plannerfees.com/planners/cladis-investment-advisory-llc-153873/"},{"crd":328505,"name":"Clairwell Financial Planning LLC","city":"Annapolis","state":"MD","fees":{"hourly":[500,500],"flat":[5000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $5,000 - $10,000.","hourly":"Our hourly rate is $500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031520","page":"https://plannerfees.com/planners/clairwell-financial-planning-llc-328505/"},{"crd":328802,"name":"Clancy Capital Advisors LLC","city":"Chicago","state":"IL","fees":{"hourly":[300,300],"flat":[800,10000],"annual":[7000,25000]},"sourceSentences":{"annual":"All-Access Subscription Limited Scope Fixed Fee Projects Limited Scope Hourly Billing All Access Subscription Fees All Access financial planning services are provided for a negotiated fixed fee of between $7,000 - $25,000 annually.","flat":"Limited Scope financial planning services are provided for a negotiated fixed fee of between $800 - $10,000.","hourly":"The Limited Scope financial planning services described above can be provided for a negotiated hourly fee of $300."},"brochureDate":"3/27/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=963914","page":"https://plannerfees.com/planners/clancy-capital-advisors-llc-328802/"},{"crd":165868,"name":"Claraphi Advisory Network, LLC","city":"Aliso Viejo","state":"CA","fees":{"hourly":[100,800],"flat":[2000,25000]},"sourceSentences":{"hourly":"Hourly rates are set by the individual financial adviser and typically range between $100 and $800 per hour.","flat":"Claraphi may also provide financial plans for a flat fee that typically ranges between $2,000 and $25,000, depending on the complexity of the plan, the expertise of the financial adviser, and the needs of the Client."},"brochureDate":"3/31/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=841432","page":"https://plannerfees.com/planners/claraphi-advisory-network-llc-165868/"},{"crd":329226,"name":"Clarified Wealth Advisory","city":"Austin","state":"TX","fees":{"hourly":[500,500],"flat":[2500,30000],"annual":[12000,50000]},"sourceSentences":{"annual":"Annual fees range from $12,000 to $50,000 and are based on complexity.","flat":"Fixed fee rates range between $2,500 to $30,000.","hourly":"Our hourly rate is $500."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021573","page":"https://plannerfees.com/planners/clarified-wealth-advisory-329226/"},{"crd":117734,"name":"Claris Advisors, LLC","city":"St. 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2."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030457","page":"https://plannerfees.com/planners/claris-financial-advisors-inc-128660/"},{"crd":330701,"name":"Clarity Advisors","city":"Buffalo","state":"NY","fees":{"hourly":[150,150],"flat":[3000,3000]},"sourceSentences":{"flat":"For our Financial Planning Services, we charge a fixed fee of $3,000 per financial plan.","hourly":"In the event you decide to terminate the agreement early, you will be responsible for payment of our services provided prior to termination, based on an hourly rate of $150 multiplied by the hours worked prior to termination."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025218","page":"https://plannerfees.com/planners/clarity-advisors-330701/"},{"crd":282405,"name":"Clarity Capital Advisors, LLC","city":"Lakewood 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client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031767","page":"https://plannerfees.com/planners/clarity-financial-planning-153987/"},{"crd":148888,"name":"Clarity Investments + Planning LLC","city":"Mount Kisco","state":"NY","fees":{"hourly":[300,300],"flat":[600,4000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $600 to $4,000 on a fixed fee basis and/or $300 on an hourly basis, with a minimum of $600 for a first -time engagement.","hourly":"These fees are negotiable, but generally range from $600 to $4,000 on a fixed fee basis and/or $300 on an hourly basis, with a minimum of $600 for a first -time 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ongoing"},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026580","page":"https://plannerfees.com/planners/clark-brown-llc-323011/"},{"crd":293283,"name":"Clark Financial Planning","city":"Louisville","state":"KY","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum fee is $5000 per year and there is no cap on the maximum fee."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050162","page":"https://plannerfees.com/planners/clark-financial-planning-293283/"},{"crd":172321,"name":"Clark Financial Planning Services LLC","city":"Parkland","state":"FL","fees":{"hourly":[200,300],"annual":[3000,40000]},"sourceSentences":{"annual":"Initial Year of Open Retainer: $3,000 - $40,000 Renewal Years of Open Retainer: $3,000 - $40,000 Fees are calculated annually and payable either quarterly or monthly, in 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hour Fixed Fee $500-$5,000 Ongoing Annual Planning Fee $100-$1,000/monthly FEE BILLING & PAYMENT Clark Soeten’s Asset Management Fees are annual fees and may be negotiable."},"brochureDate":"3/31/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=905618","page":"https://plannerfees.com/planners/clark-soeten-326520/"},{"crd":325122,"name":"Clarke Financial Counsel, LLC","city":"Whitefish Bay","state":"WI","fees":{"hourly":[325,325],"flat":[3250,13000]},"sourceSentences":{"hourly":"Hourly financial planning is offered at a rate of $325 per hour.","flat":"Fixed fee rates range between $3,250 - $13,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015276","page":"https://plannerfees.com/planners/clarke-financial-counsel-llc-325122/"},{"crd":160294,"name":"Claro Advisors 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$200."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048019","page":"https://plannerfees.com/planners/clear-capital-management-lp-172209/"},{"crd":170602,"name":"Clear Creek Financial Management, LLC","city":"Silverdale","state":"WA","fees":{"hourly":[350,350],"flat":[250,100000]},"sourceSentences":{"hourly":"Our maximum hourly fee is $350.","flat":"Flat fees generally range from $250 to $100,000."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058608","page":"https://plannerfees.com/planners/clear-creek-financial-management-llc-170602/"},{"crd":172685,"name":"Clear Investment Research, LLC","city":"Alpharetta","state":"GA","fees":{"hourly":[250,350],"annual":[3000,3000]},"sourceSentences":{"annual":"Our minimum annual fee is $3,000.","hourly":"Our hourly rates are from $250-$350 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028811","page":"https://plannerfees.com/planners/clear-investment-research-llc-172685/"},{"crd":111775,"name":"Clear Point Advisors, Inc.","city":"Melville","state":"NY","fees":{"hourly":[300,300],"flat":[500,5000]},"sourceSentences":{"flat":"Fixed fees refer to written financial plans with fees ranging typically from $500 to $5,000, - 16 CLEAR POINT ADVISORS INC. depending on the complexity of the client’s financial situation.","hourly":"The rate for limited scope engagements is $300 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027871","page":"https://plannerfees.com/planners/clear-point-advisors-inc-111775/"},{"crd":172689,"name":"Clear Ridge Wealth Management, 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days, client is due a pro-rata refund based on the hour of work expended by CFS at a rate of $150 per hour."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014799","page":"https://plannerfees.com/planners/clear-skies-financial-286045/"},{"crd":298551,"name":"Clear Sky Financial, LP","city":"Prosper","state":"TX","fees":{"hourly":[500,500],"flat":[15000,15000]},"sourceSentences":{"hourly":"Based on the initial information CSF receives from the client, CSF will provide an estimated fee for the initial case analysis, initial financial plan, and plan implementation which will be based on the complexity and length the engagement, services provided and on an hourly rate that will not exceed $500 per hour…","flat":"Flat fees will not exceed $15,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033367","page":"https://plannerfees.com/planners/clear-sky-financial-lp-298551/"},{"crd":322313,"name":"Clear Springs Wealth","city":"Bucyrus","state":"KS","fees":{"hourly":[200,200],"monthly":[250,350]},"sourceSentences":{"monthly":"Fees are paid monthly in advance, ranging from $250 to $350 per month.","hourly":"Hourly financial planning advice may be provided at a rate of $200/hour."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001838","page":"https://plannerfees.com/planners/clear-springs-wealth-322313/"},{"crd":144746,"name":"Clear Trace, LLC","city":"Pewee Valley","state":"KY","fees":{"hourly":[250,500],"annual":[10000,10000]},"sourceSentences":{"hourly":"Hourly rates typically vary from $250 to $500, depending upon services performed.","annual":"Since the minimum flat retainer fee is $10,000 annually, clients with less than $1,000,000 of investment assets will generally be assessed an asset-based percentage fee under the investment assets under management calculation."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005575","page":"https://plannerfees.com/planners/clear-trace-llc-144746/"},{"crd":337595,"name":"Clear Trail Advisors, LLC","city":"Houston","state":"TX","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006650","page":"https://plannerfees.com/planners/clear-trail-advisors-llc-337595/"},{"crd":154094,"name":"Clear View Wealth Advisors, 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Trusts…"},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002152","page":"https://plannerfees.com/planners/clear-view-wealth-advisors-llc-154094/"},{"crd":338582,"name":"Clear Wave Wealth Management, LLC","city":"Red Bank","state":"NJ","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"For performance reporting on assets not managed by us, the general minimum annual fee is $1,000."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003233","page":"https://plannerfees.com/planners/clear-wave-wealth-management-llc-338582/"},{"crd":334362,"name":"Clearmind Capital","city":"Columbus","state":"OH","fees":{"flat":[5000,5000],"monthly":[100,1200]},"sourceSentences":{"monthly":"Fees are paid monthly in advance and generally range from $100 to $1,200 per month, depending on factors such as the scope of services, 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$300."},"brochureDate":"7/2/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=918514","page":"https://plannerfees.com/planners/clearstream-planning-llc-325102/"},{"crd":286168,"name":"Clearview Financial Partners","city":"Radnor","state":"PA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"As circumstances warrant, an hourly rate of more than $300 may be negotiated."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049589","page":"https://plannerfees.com/planners/clearview-financial-partners-286168/"},{"crd":291834,"name":"Clearview Financial Planning, Inc.","city":"Southold","state":"NY","fees":{"hourly":[200,200],"flat":[1000,3500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $3,500.","hourly":"The hourly fee for these services is 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and needs of the…"},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012563","page":"https://plannerfees.com/planners/clearwealth-299759/"},{"crd":328892,"name":"Clef Financial, LLC","city":"Greensboro","state":"NC","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $10,000."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999917","page":"https://plannerfees.com/planners/clef-financial-llc-328892/"},{"crd":159684,"name":"Clement Street Capital LLC","city":"Downers Grove","state":"IL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $300 per hour and are 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financial plan, as described above, a fixed project fee of $3,000 to $5,000, is charged that varies based upon the scope and complexity of the client's situation, i.e. the number of financial planning areas to be addressed for the client, the types of planning…"},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003966","page":"https://plannerfees.com/planners/clerestory-advisors-inc-148264/"},{"crd":282196,"name":"Cleveland Wealth, LLC","city":"Cleveland","state":"OH","fees":{"flat":[1200,10000]},"sourceSentences":{"flat":"The annual negotiated fixed rate for creating client financial plans is between $1,200 and $10,000."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012198","page":"https://plannerfees.com/planners/cleveland-wealth-llc-282196/"},{"crd":284060,"name":"CLF Asset Management, Inc.","city":"Madison","state":"WI","fees":{"hourly":[195,195],"flat":[1000,3000]},"sourceSentences":{"hourly":"We charge only an hourly fee of $195 for our consulting services.","flat":"We only charge a fixed fee for our financial planning services, which generally ranges from $1,000 to $3,000 and will be determined before signing the written agreement."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013162","page":"https://plannerfees.com/planners/clf-asset-management-inc-284060/"},{"crd":167790,"name":"Client 1ST Advisory Group","city":"Dunedin","state":"FL","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Client 1st Financial Planning and Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $350 per 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offered on an hourly rate of $250 with a maximum fixed fee not to exceed $5,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=500070","page":"https://plannerfees.com/planners/client-first-financial-advisors-llc-141995/"},{"crd":282600,"name":"Client First Investment Management LLC","city":"West Bend","state":"WI","fees":{"hourly":[200,200],"flat":[250,3000],"monthly":[49,49]},"sourceSentences":{"hourly":"Hourly Fee based on a rate of $200 per hour.","flat":"Fees ranging between $250 to $3000 for financial plans and other financial consulting projects may be charged.","monthly":"The fee for this on-line allocation services is a flat monthly rate $49.95 (negotiable), which is payable in equal monthly installments via credit card or other means, with the initial payment due at the time of subscription."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008215","page":"https://plannerfees.com/planners/client-first-investment-management-llc-282600/"},{"crd":289929,"name":"Client Focused Financial","city":"Saint Petersburg","state":"FL","fees":{"monthly":[20,20]},"sourceSentences":{"monthly":"The fixed fee for financial planning and consulting services is $20.00 per month and includes access to the Client Focus Financials’ client technology platform."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056201","page":"https://plannerfees.com/planners/client-focused-financial-289929/"},{"crd":120286,"name":"Clientfirst Wealth Management, LLC","city":"Little Rock","state":"AR","fees":{"annual":[4800,4800]},"sourceSentences":{"annual":"The fee for financial planning services typically starts at $4,800 per year, billed in monthly installments, and charged monthly in arrears, except as noted below."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046313","page":"https://plannerfees.com/planners/clientfirst-wealth-management-llc-120286/"},{"crd":112978,"name":"Clifford Financial Planning, Inc.","city":"Santa Rosa","state":"CA","fees":{"hourly":[250,250],"flat":[3500,3500],"annual":[5000,5000]},"sourceSentences":{"annual":"For clients with particularly complex financial situations or if we are engaged to render additional services, the minimum annual fee may be more than $5,000.","flat":"Should you elect to continue the financial planning relationship with Clifford Financial Planning after the first year, the subsequent annual financial planning fee is $3,500 (charged quarterly in advance).","hourly":"To the extent we are retained to perform other specific services (including for second opinions, specific projects, and expert witness testimony), such services will be charged at an hourly rate of $250, monthly in arrears."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023710","page":"https://plannerfees.com/planners/clifford-financial-planning-inc-112978/"},{"crd":135679,"name":"Cline Financial Concepts, LLC","city":"Champaign","state":"IL","fees":{"hourly":[150,150],"flat":[1500,1500]},"sourceSentences":{"hourly":"Stand-Alone Comprehensive Financial Plan plus $150/hour for items over the minimum fee of ($1,500) 3.","flat":"Project-Based Financial Plan Stand-Alone Comprehensive Financial Plan ($1,500 minimum):"},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058733","page":"https://plannerfees.com/planners/cline-financial-concepts-llc-135679/"},{"crd":301195,"name":"Clinton Burch Financial Planning","city":"Bloomfield","state":"IN","fees":{"hourly":[150,150],"flat":[1200,1200]},"sourceSentences":{"flat":"Comprehensive financial plans are typically $1,200 per household.","hourly":"Fees for limited engagements are typically charged on an hourly basis at a rate of $150 per hour, billed in fifteen-minute increments."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032723","page":"https://plannerfees.com/planners/clinton-burch-financial-planning-301195/"},{"crd":343115,"name":"Clocktower Private Wealth","city":"Simpsonville","state":"SC","fees":{"hourly":[500,500],"flat":[2500,20000]},"sourceSentences":{"flat":"Clocktower provides financial planning services for a fixed fee ranging from $2,500 to $20,000, based on the time required and complexity of the engagement.","hourly":"If the financial planning engagement is terminated before completion, the earned portion of the fee will equal the 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$2,000,000."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=920451","page":"https://plannerfees.com/planners/clout-capital-327315/"},{"crd":323690,"name":"Clovelly Wealth","city":"Wayne","state":"PA","fees":{"flat":[3000,20000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 4 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $3,000 and $20,000."},"brochureDate":"3/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023140","page":"https://plannerfees.com/planners/clovelly-wealth-323690/"},{"crd":152892,"name":"CLS Financial Advisors, Inc.","city":"Portland","state":"OR","fees":{"hourly":[350,350],"flat":[1000,10000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $1,000 to $10,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $350 per hour.","hourly":"As a fixed fee, typically ranging from $1,000 to $10,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $350 per hour."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018095","page":"https://plannerfees.com/planners/cls-financial-advisors-inc-152892/"},{"crd":111082,"name":"Clutinger Williams & Verhoye Inc","city":"San Diego","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The hourly rate for limited-scope engagements is $500 per hour."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057957","page":"https://plannerfees.com/planners/clutinger-williams-verhoye-inc-111082/"},{"crd":297244,"name":"CLW Financial 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services. 6 Clients may terminate the agreement without penalty for a full refund of CMCFG's fees within five business days of signing the Investment Advisory Contract."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014862","page":"https://plannerfees.com/planners/cmc-financial-group-llc-292413/"},{"crd":306845,"name":"CMC Wealth Management, LLC","city":"Lexington","state":"SC","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $200 and $500."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=824356","page":"https://plannerfees.com/planners/cmc-wealth-management-llc-306845/"},{"crd":282471,"name":"Cme Strategic Wealth 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Chartered Financial Analyst™: $250 Financial Planner: $200 Clerical: $60 Should the client’s condition change during the course of services such that new advice, recommendations or research are required, additional fees may apply."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030324","page":"https://plannerfees.com/planners/cnd-financial-110180/"},{"crd":325825,"name":"Cniv Financial Planning LLC","city":"Marlboro","state":"NJ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Clients are billed at a fixed rate of $250.00 per hour."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=850053","page":"https://plannerfees.com/planners/cniv-financial-planning-llc-325825/"},{"crd":289227,"name":"Co-Missions Financial Planning","city":"Cherry 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Financial Plans are offered based on a flat fee between $500 and $8,000.","hourly":"CONSULTATION SERVICES FEES Consultation Services are offered based on an hourly fee of $150 per hour.","annual":"ONGOING FINANCIAL PLANNING FEES Ongoing Financial Planning services are offered for a fixed annual fee ranging from $1,200 to $24,000."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060131","page":"https://plannerfees.com/planners/coast-wealth-management-group-llc-335056/"},{"crd":307224,"name":"Coastal Capital Advisors","city":"Irvine","state":"CA","fees":{"annual":[7200,7200]},"sourceSentences":{"annual":"In this regard, a client will only be charged either a flat annual fee or – if the client maintains the corresponding requisite assets under Adviser’s management – an annual asset-based fee.​ ​ The minimum annual flat fee that may be ascribed to a client is generally $7,200 per year, which shall be charged for so…"},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056543","page":"https://plannerfees.com/planners/coastal-capital-advisors-307224/"},{"crd":131891,"name":"Coastal Financial Advisors, Inc.","city":"Farmingdale","state":"NJ","fees":{"hourly":[200,350],"flat":[3000,20000]},"sourceSentences":{"flat":"Flat fees and investment management fees typically range from $3,000 to $20,000.","hourly":"CFA hourly fees range from $200 to $350 per hour depending upon the level and scope of services required."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032125","page":"https://plannerfees.com/planners/coastal-financial-advisors-inc-131891/"},{"crd":174574,"name":"Coastal Wealth Advisors, LLC","city":"Johns Island","state":"SC","fees":{"flat":[4000,9000],"quarterly":[3000,3000]},"sourceSentences":{"flat":"We charge a flat fee for financial planning and consulting services that range from $4,000 to $9,000 based on complexity of client circumstances, time and analysis needed, and the overall scope of work.","quarterly":"Business Planning Services and Consulting Quarterly Business Planning (business owners): a recurring quarterly fee of $3,000 shall be paid to our firm for these services."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054629","page":"https://plannerfees.com/planners/coastal-wealth-advisors-llc-174574/"},{"crd":338227,"name":"Coastline Complete Wealth LLC","city":"Bluffton","state":"SC","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"The Advisor also offers standalone financial planning services at an hourly rate ranging from $250 to $500 per 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rates range between $500 to $6,000.","hourly":"Our hourly rate is $250. 8 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029764","page":"https://plannerfees.com/planners/cognition-financial-llc-330292/"},{"crd":339112,"name":"Cohen Capital","city":"Chicago","state":"IL","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"The Advisor has a minimum annual fee of $10,000."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043957","page":"https://plannerfees.com/planners/cohen-capital-339112/"},{"crd":281877,"name":"Coherent Financial Advisers, 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$300."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051344","page":"https://plannerfees.com/planners/collaborative-advice-327565/"},{"crd":142106,"name":"Collaborative Wealth","city":"Lake Mary","state":"FL","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"Clients are billed at the rate of $200 - $400 an hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020934","page":"https://plannerfees.com/planners/collaborative-wealth-142106/"},{"crd":128431,"name":"Collaborative Wealth Advisors, LLC","city":"Westford","state":"MA","fees":{"hourly":[250,250],"flat":[800,4000],"annual":[1500,15000]},"sourceSentences":{"annual":"Alternatively we may charge an annual fixed fee, ranging from $1,500 to $15,000 payable quarterly in arrears.","hourly":"We charge an hourly fee of $250 for financial planning services, which is due upon completion of services rendered.","flat":"In some circumstances, we will charge a fixed fee for financial planning services, which ranges from $800 to $4,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036094","page":"https://plannerfees.com/planners/collaborative-wealth-advisors-llc-128431/"},{"crd":289157,"name":"Collective Wealth Advisors LLC","city":"Coppell","state":"TX","fees":{"hourly":[300,300],"flat":[500,5000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $300 per hour.","flat":"Services are offered based on a flat fee between $500 and $5,000."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051022","page":"https://plannerfees.com/planners/collective-wealth-advisors-llc-289157/"},{"crd":317519,"name":"Collective Wealth Partners, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[250,500],"flat":[6500,6500]},"sourceSentences":{"hourly":"The hourly rate ranges from $250 to $500 per hour (minimum 1 hour).","flat":"Our fixed fees begin at $6,500 for individuals and $8,500 for couples, but may be more based on complexity."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034925","page":"https://plannerfees.com/planners/collective-wealth-partners-llc-317519/"},{"crd":323657,"name":"Collective Wealth Planning","city":"Salem","state":"OR","fees":{"hourly":[400,400],"flat":[300,15000]},"sourceSentences":{"flat":"The fixed fee ranges from $300 - $15,000 and is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, 8 and resources required to provide services to you, among other factors we deem relevant.","hourly":"Hourly planning is available at the discretion of CWP at a rate of $400 per hour."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018357","page":"https://plannerfees.com/planners/collective-wealth-planning-323657/"},{"crd":321142,"name":"Collective Wealth, LLC","city":"Tulsa","state":"OK","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043195","page":"https://plannerfees.com/planners/collective-wealth-llc-321142/"},{"crd":134884,"name":"Collie Financial Planning, Inc.","city":"Black Mountain","state":"NC","fees":{"hourly":[200,200],"flat":[1500,7500]},"sourceSentences":{"hourly":"These fees start at $200 per hour.","flat":"A full comprehensive plan typically ranges from $1,500 to $7,500+, depending upon the complexity and nature of the project."},"brochureDate":"2/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010875","page":"https://plannerfees.com/planners/collie-financial-planning-inc-134884/"},{"crd":318753,"name":"Collins Advisors","city":"Charleston","state":"SC","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"These financial planning services will be charged an hourly fee at a rate of $200 per hour."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003029","page":"https://plannerfees.com/planners/collins-advisors-318753/"},{"crd":314610,"name":"Collins Wealth Management","city":"Sugar Land","state":"TX","fees":{"flat":[300,2000],"monthly":[125,500]},"sourceSentences":{"flat":"Ongoing comprehensive financial planning consists of an upfront charge of $300 - $2000 and an ongoing fee that is paid monthly, in advance, at the rate of $125 - $500 per month.","monthly":"Ongoing comprehensive financial planning consists of an upfront charge of $300 - $2000 and an ongoing fee that is paid monthly, in advance, at the rate of $125 - $500 per month."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013382","page":"https://plannerfees.com/planners/collins-wealth-management-314610/"},{"crd":119696,"name":"Colman Knight Advisory Group, LLC","city":"Acton","state":"MA","fees":{"hourly":[400,400],"flat":[10000,120000]},"sourceSentences":{"flat":"Colman Knight’s financial planning and consulting fees are negotiable, but generally range from $10,000 to $120,000 on a fixed fee basis depending upon the level and scope of the services as well as the complexity of the client’s finances, anticipated effort required for completion and anticipated value of the…","hourly":"In certain circumstances an hourly rate of $400 may be charged instead of a fixed rate."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042313","page":"https://plannerfees.com/planners/colman-knight-advisory-group-llc-119696/"},{"crd":140088,"name":"Colomb Investment Management Company, LLC","city":"Metairie","state":"LA","fees":{"hourly":[100,300],"flat":[1500,5000]},"sourceSentences":{"flat":"Clients are typically charged a fixed fee ranging from $1500 - $5000, or may be charged on an hourly basis generally at $100 - $300 per hour, depending on the type and complexity of financial planning services to be provided.","hourly":"Clients are typically charged a fixed fee ranging from $1500 - $5000, or may be charged on an hourly basis generally at $100 - $300 per hour, depending on the type and complexity of financial planning services to be provided."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029311","page":"https://plannerfees.com/planners/colomb-investment-management-company-llc-140088/"},{"crd":114011,"name":"Colorado Capital Management","city":"Boulder","state":"CO","fees":{"hourly":[250,250],"flat":[2500,5000]},"sourceSentences":{"flat":"Fixed fees for individual financial plans, without investment management services, range from $2,500 to $5,000, but may be 9 negotiated at the discretion of the Firm.","hourly":"Upon termination, fees will be prorated to the date of termination, and any earned portion of the fee will be billed to you based on an hourly rate of $250.00."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009700","page":"https://plannerfees.com/planners/colorado-capital-management-114011/"},{"crd":305167,"name":"Colsara National 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CGFA."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039692","page":"https://plannerfees.com/planners/colton-groome-financial-advisors-llc-128365/"},{"crd":154571,"name":"Columbia River Advisors","city":"Tacoma","state":"WA","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"If you and your IAR agree to an hourly arrangement instead, hourly rates range from $150.00 to $500.00 per hour, billed in 15-minute increments."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051073","page":"https://plannerfees.com/planners/columbia-river-advisors-154571/"},{"crd":301788,"name":"Columbus Street Wealth Management, LLC","city":"Dublin","state":"OH","fees":{"hourly":[250,250],"flat":[1000,50000],"quarterly":[250,250]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250.","flat":"Flat fees 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hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013340","page":"https://plannerfees.com/planners/columbus-wealth-management-317480/"},{"crd":315620,"name":"Colva Capital LLC","city":"San Diego","state":"CA","fees":{"hourly":[200,500],"monthly":[1500,1500],"annual":[12000,12000]},"sourceSentences":{"annual":"Colva Capital has a minimum annual fee of $12,000, which is payable quarterly.","monthly":"These flat monthly fees start at $1,500/month and when annualized may be higher than the AUM based fees listed above.","hourly":"Hourly fees range from $200 an hour to $500 an hour depending on services required."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048891","page":"https://plannerfees.com/planners/colva-capital-llc-315620/"},{"crd":171858,"name":"Colwyn Investments LC","city":"South Jordan","state":"UT","fees":{"hourly":[150,150],"flat":[1000,2500]},"sourceSentences":{"flat":"Comprehensive Financial Plan $2,500 fixed fee Annual Financial Plan Review $1000 fixed fee Separate Financial Planning Consultations $150 hourly fee Colwyn Investments may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.","hourly":"Comprehensive Financial Plan $2,500 fixed fee Annual Financial Plan Review $1000 fixed fee Separate Financial Planning Consultations $150 hourly fee Colwyn Investments may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000392","page":"https://plannerfees.com/planners/colwyn-investments-lc-171858/"},{"crd":309352,"name":"Comal Wealth Management","city":"New 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hour."},"brochureDate":"2/25/2019","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=546724","page":"https://plannerfees.com/planners/comberiate-leonard-b-300075/"},{"crd":310547,"name":"Combs Capital Partners","city":"Southlake","state":"TX","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Combs Capital Partners charges a fixed fee of $2,500 for non-asset management clients for providing financial planning services under a stand-alone engagement."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017715","page":"https://plannerfees.com/planners/combs-capital-partners-310547/"},{"crd":338648,"name":"Comfort Capital Management","city":"Livonia","state":"NY","fees":{"flat":[500,6000]},"sourceSentences":{"flat":"Fixed fee rates range from $500 to $6,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023369","page":"https://plannerfees.com/planners/comfort-capital-management-338648/"},{"crd":332105,"name":"Common Cents Financial Planning","city":"Abita Springs","state":"LA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Retail client fees are negotiable with a maximum hourly rate of $250 or a maximum $5000 flat fee for a complex, comprehensive financial plan."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045752","page":"https://plannerfees.com/planners/common-cents-financial-planning-332105/"},{"crd":120131,"name":"Common Cents Planning","city":"Glen Mills","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Regarding financial planning fees, the firm imposes an hourly fee of $250.00."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008478","page":"https://plannerfees.com/planners/common-cents-planning-120131/"},{"crd":169551,"name":"Commoncents Wealth Advisors, LLC","city":"New Port Richey","state":"FL","fees":{"hourly":[500,500],"flat":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour.","flat":"Fees for financial plans are billed $250 in advance with the balance due upon plan delivery."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045369","page":"https://plannerfees.com/planners/commoncents-wealth-advisors-llc-169551/"},{"crd":157708,"name":"Communitas Financial Planning PBC","city":"Oakland","state":"CA","fees":{"hourly":[300,300],"flat":[600,6000],"monthly":[100,1000]},"sourceSentences":{"hourly":"The fee for this service is $300.00 per hour (effective 3/1/2020).","flat":"B) Fixed Fees At our discretion, we may offer our services on a fixed fee basis, generally ranging from $600 to $6,000.","monthly":"C) Ongoing Financial Planning A Holistic Financial Planning consists of an initial set-up fee ranging between $600 and $4,500 and ongoing fee that is paid monthly, in arrears, at the rate of $100.00 - $1,000.00 per month."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023924","page":"https://plannerfees.com/planners/communitas-financial-planning-pbc-157708/"},{"crd":129472,"name":"Community Financial Group, Inc.","city":"Marlborough","state":"MA","fees":{"hourly":[100,250],"annual":[500,10000]},"sourceSentences":{"hourly":"In general, fees may range from $100 to $250 per hour and flat fee engagements can range from $500 to $10,000 per year and up depending on the scope.","annual":"In general, fees may range from $100 to $250 per hour and flat fee engagements can range from $500 to $10,000 per year and up depending on the scope."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040171","page":"https://plannerfees.com/planners/community-financial-group-inc-129472/"},{"crd":150170,"name":"Compass Capital Management, LLC","city":"Mcalester","state":"OK","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Description of Fees For the first three levels of service (Legacy Blueprint Service, Wealth Reinforcement Service, and Foundation Development Service), we charge an hourly fee of $250 for financial planning services that do not involve Asset Management Services."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007186","page":"https://plannerfees.com/planners/compass-capital-management-llc-150170/"},{"crd":109131,"name":"Compass Financial Advisors LLC","city":"Fort Wayne","state":"IN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Service Provider Hourly Fee Clerical Paraplanner Advisory Representative Advisory Representative, CFP $65 $100 $150 $250 These hourly rates may be negotiated, but they may not exceed $250 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026823","page":"https://plannerfees.com/planners/compass-financial-advisors-llc-109131/"},{"crd":125186,"name":"Compass Financial Group, Inc.","city":"Deerfield Beach","state":"FL","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"CFG has a maximum fee of $200,000 and a minimum fee of $2,500 for financial planning and family office services."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026893","page":"https://plannerfees.com/planners/compass-financial-group-inc-125186/"},{"crd":109441,"name":"Compass Financial Services","city":"West Des Moines","state":"IA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The firm reserves the right, in its sole discretion, to negotiate, reduce or waive the advisory fee for certain client accounts and for any period of time as determined by the firm. 5 Financial Planning & Consulting Fees The Adviser charges an hourly rate of $250 for financial planning and consulting services."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043134","page":"https://plannerfees.com/planners/compass-financial-services-109441/"},{"crd":131933,"name":"Compass Investment Advisers, LLC","city":"Portland","state":"OR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Clients who engage us for stand-alone financial services will pay us either an hourly fee of $250 per hour or a negotiable fixed fee which varies based on Compass’s determination of the scope of your planning needs and the time and resources involved in completing our services."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013947","page":"https://plannerfees.com/planners/compass-investment-advisers-llc-131933/"},{"crd":338524,"name":"Compass Planning, LLC","city":"Ashland","state":"OH","fees":{"flat":[1000,20000]},"sourceSentences":{"flat":"Financial planning is billed as a flat fee ranging from $1,000 to $20,000, depending on the planning package selected, based on the scope and complexity of the initial engagement."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=990062","page":"https://plannerfees.com/planners/compass-planning-llc-338524/"},{"crd":147934,"name":"Compass Private Wealth Consulting, LLC","city":"Prior Lake","state":"MN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for planning services are based on an hourly rate of $250.00 per hour, due at time of service."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016996","page":"https://plannerfees.com/planners/compass-private-wealth-consulting-llc-147934/"},{"crd":165043,"name":"Compass Rose Strategic Partners LLC","city":"Waterford","state":"CT","fees":{"hourly":[400,400],"quarterly":[5087,5087],"annual":[20350,20350]},"sourceSentences":{"hourly":"Typically, we charge $400 per hour for financial planning.","quarterly":"Value of Investment $1,850,000 Quarterly Fee $5,087.50 or Annual Fee of $20,350 Our fees are reduced for HSA accounts, as set forth in our investment advisory agreement for HSA accounts.","annual":"Value of Investment $1,850,000 Quarterly Fee $5,087.50 or Annual Fee of $20,350 Our fees are reduced for HSA accounts, as set forth in our investment advisory agreement for HSA accounts."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059972","page":"https://plannerfees.com/planners/compass-rose-strategic-partners-llc-165043/"},{"crd":341067,"name":"Compass Wealth Advisor","city":"Kirkland","state":"WA","fees":{"hourly":[150,150],"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000.","hourly":"CWA will maintain documentation of services performed to substantiate the fees charged. 6 Hourly Fees The negotiated hourly fee for these services is $150."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055828","page":"https://plannerfees.com/planners/compass-wealth-advisor-341067/"},{"crd":106289,"name":"Compass Wealth Management LLC","city":"Guilford","state":"CT","fees":{"flat":[0,10000]},"sourceSentences":{"flat":"Financial planning fees range from $0.00 to $10,000.00 and may be charged in addition to any fees charged for financial advisory services."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012051","page":"https://plannerfees.com/planners/compass-wealth-management-llc-106289/"},{"crd":136273,"name":"Compass Wealth Management, LLC","city":"Rutherford","state":"NJ","fees":{"hourly":[500,500],"flat":[1500,2500]},"sourceSentences":{"hourly":"Your specific rate will be stated in your agreement but will not exceed $500/hour.","flat":"For a limited financial plan, the average fee is generally between $1500 and $2500."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003357","page":"https://plannerfees.com/planners/compass-wealth-management-llc-136273/"},{"crd":343333,"name":"Compass Wealth Planning LLC","city":"Pleasant Hill","state":"CA","fees":{"flat":[3000,5000]},"sourceSentences":{"flat":"AND CONSULTING CWP’s financial planning fee range of $3,000 to $5,000 is based on the complexity of the Client’s financial situation, the scope of services requested, and the time and resources required to complete the plan."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053170","page":"https://plannerfees.com/planners/compass-wealth-planning-llc-343333/"},{"crd":140786,"name":"Comperio Retirement Consulting, Inc.","city":"Cary","state":"NC","fees":{"hourly":[200,350],"flat":[1000,3000]},"sourceSentences":{"hourly":"Services are charged on an hourly basis, ranging from $200 to $350 per hour, depending on the nature and complexity of the client's circumstances and upon mutual agreement with the client.","flat":"As a fixed fee, typically ranging from $1,000 to $3,000. 2."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030811","page":"https://plannerfees.com/planners/comperio-retirement-consulting-inc-140786/"},{"crd":307127,"name":"Complete Advisors","city":"Valley Stream","state":"NY","fees":{"hourly":[500,500],"flat":[5000,5000]},"sourceSentences":{"flat":"Complete Advisors will charge a fixed fee for comprehensive financial planning services of $5,000 per plan as contracted with client.","hourly":"The Advisor will calculate the fixed fee for these services by multiplying an hourly rate of $500 by the estimated hours needed to deliver the contracted services."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026351","page":"https://plannerfees.com/planners/complete-advisors-307127/"},{"crd":166876,"name":"Complete Investment Advisory, LLC","city":"Fargo","state":"ND","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"An hourly fee of $250 per hour is charged by Complete Investment Advisory for consulting services."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023197","page":"https://plannerfees.com/planners/complete-investment-advisory-llc-166876/"},{"crd":305247,"name":"Complete View Financial LLC","city":"San Antonio","state":"TX","fees":{"hourly":[100,300],"flat":[1500,5000],"monthly":[300,1000],"quarterly":[1000,1000]},"sourceSentences":{"quarterly":"CVF assesses a minimum fee of $1,000 per quarter.","flat":"Comprehensive Financial Planning Only Comprehensive Financial Planning consists of a one-time launch fee ranging from $1,500 to $5,000 and an ongoing fee that is paid monthly, in advance, at the rate ranging from $300 to $1,000 per month.","monthly":"Comprehensive Financial Planning Only Comprehensive Financial Planning consists of a one-time launch fee ranging from $1,500 to $5,000 and an ongoing fee that is paid monthly, in advance, at the rate ranging from $300 to $1,000 per month.","hourly":"Hourly fees range from $100 to $300."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009674","page":"https://plannerfees.com/planners/complete-view-financial-llc-305247/"},{"crd":288794,"name":"Complete Wealth Management, LLC","city":"Valley View","state":"TX","fees":{"hourly":[200,200],"monthly":[100,100]},"sourceSentences":{"hourly":"We will charge an hourly fee of $200, which may be negotiable depending upon the nature and complexity of the client's circumstances.","monthly":"We also pay a fixed monthly fee to Betterment Mutual of $100 per month."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057982","page":"https://plannerfees.com/planners/complete-wealth-management-llc-288794/"},{"crd":143483,"name":"Composition Wealth, LLC","city":"Los Angeles","state":"CA","fees":{"flat":[2000,50000]},"sourceSentences":{"flat":"For these one-time or limited-scope engagements, the Advisor charges a fixed fee, generally ranging from $2,000 to $50,000, depending on the complexity and scope of the services to be provided."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058648","page":"https://plannerfees.com/planners/composition-wealth-llc-143483/"},{"crd":171787,"name":"Compound Planning, Inc.","city":"New York","state":"NY","fees":{"hourly":[100,500],"flat":[500,10000]},"sourceSentences":{"flat":"Project Fee: $500 – $10,000 per engagement.","hourly":"Hourly Rate: $100 – $500 per hour."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050808","page":"https://plannerfees.com/planners/compound-planning-inc-171787/"},{"crd":168084,"name":"Compound Value Advisers, LLC","city":"Sparta","state":"MI","fees":{"hourly":[350,450],"flat":[2500,10000]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and client needs, the hourly fee for these services is $350 to $450.","flat":"Depending upon the complexity of the situation and client needs, the rate for Financial Planning services is typically between $2,500 and $10,000."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015962","page":"https://plannerfees.com/planners/compound-value-advisers-llc-168084/"},{"crd":288240,"name":"Compound Wealth Advisors","city":"San Diego","state":"CA","fees":{"flat":[2500,3500]},"sourceSentences":{"flat":"AND CONSULTING Prospective clients requesting a comprehensive financial plan will pay a fee, depending on complexity, ranging from $2,500 to $3,500."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046491","page":"https://plannerfees.com/planners/compound-wealth-advisors-288240/"},{"crd":337358,"name":"Compound Wealth, Advisory and Tax LLC","city":"Waunakee","state":"WI","fees":{"flat":[2500,10000],"annual":[5000,5000]},"sourceSentences":{"flat":"Fixed fees generally range from $2,500 to $10,000, depending upon the scope and complexity of the agreed-upon services.","annual":"The Compound Incubator program is offered for a flat annual fee of $5,000."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053073","page":"https://plannerfees.com/planners/compound-wealth-advisory-and-tax-llc-337358/"},{"crd":289316,"name":"Comprehensive Advisors, LLC","city":"Lansdale","state":"PA","fees":{"hourly":[75,385],"flat":[1500,15000]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $75 to $385.","flat":"The negotiated fixed fee for these services is between $1,500 to $15,000."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005554","page":"https://plannerfees.com/planners/comprehensive-advisors-llc-289316/"},{"crd":310603,"name":"Comprehensive Financial Consultants","city":"Cicero","state":"IN","fees":{"flat":[500,10000],"quarterly":[125,2500]},"sourceSentences":{"flat":"Our one-time comprehensive and limited topics financial planning services are offered on a fixed fee basis ranging between $500 to $10,000.","quarterly":"For ongoing financial planning services, we charge a quarterly fee between $125 to $2,500."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019922","page":"https://plannerfees.com/planners/comprehensive-financial-consultants-310603/"},{"crd":316859,"name":"Comprehensive Financial Planning for Doctors, LLC","city":"Frisco","state":"TX","fees":{"annual":[4000,6000]},"sourceSentences":{"annual":"For Ongoing Agreements, our minimum annual fee is $4,000/year for single clients and $6,000/year for legally married clients."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039350","page":"https://plannerfees.com/planners/comprehensive-financial-planning-for-doctors-llc-316859/"},{"crd":109822,"name":"Comprehensive Financial Planning Inc","city":"Oklahoma City","state":"OK","fees":{"hourly":[150,150],"flat":[1000,5000],"annual":[500,500]},"sourceSentences":{"flat":"Comprehensive Financial Planning, Inc. charges an initial fee ranging between $1,000 and $5,000 (hourly rate based on $150.00 per hour) for comprehensive financial planning as described above.","hourly":"Comprehensive Financial Planning, Inc. charges an initial fee ranging between $1,000 and $5,000 (hourly rate based on $150.00 per hour) for comprehensive financial planning as described above.","annual":"The minimum fee charged is $500 per year which includes a one-time, non-refundable setup fee of $250 for new clients."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017342","page":"https://plannerfees.com/planners/comprehensive-financial-planning-inc-109822/"},{"crd":140510,"name":"Comprehensive Wealth Management Group, LLC","city":"Staten Island","state":"NY","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Clients are charged based on an hourly rate of $300 per hour."},"brochureDate":"9/15/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=794283","page":"https://plannerfees.com/planners/comprehensive-wealth-management-group-llc-140510/"},{"crd":126614,"name":"Compton Advisors, LLC","city":"St. Louis","state":"MO","fees":{"quarterly":[500,500]},"sourceSentences":{"quarterly":"This fee is subject to a $500/quarter minimum paid in arrears."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019270","page":"https://plannerfees.com/planners/compton-advisors-llc-126614/"},{"crd":281732,"name":"Compton Wealth Advisory Group, LLC","city":"Virginia Beach","state":"VA","fees":{"hourly":[150,450]},"sourceSentences":{"hourly":"Our financial planning fee ranges from $150 to $450 on an hourly basis."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024293","page":"https://plannerfees.com/planners/compton-wealth-advisory-group-llc-281732/"},{"crd":321873,"name":"Concap LLC","city":"Mckinney","state":"TX","fees":{"flat":[1800,1800]},"sourceSentences":{"flat":"ConCap will provide a comprehensive financial plan for a fixed fee of $1,800, which may be negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009160","page":"https://plannerfees.com/planners/concap-llc-321873/"},{"crd":167151,"name":"Concentrum Wealth Management","city":"San Jose","state":"CA","fees":{"hourly":[350,350],"flat":[2000,30000]},"sourceSentences":{"hourly":"Our hourly fees are $350 for financial advisors, $150 per hour for para-planners and $75 for administrative time.","flat":"Flat fees generally range from $2,000 to $30,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024401","page":"https://plannerfees.com/planners/concentrum-wealth-management-167151/"},{"crd":305925,"name":"Concepts Financial Services, LLC","city":"Kirkland","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023799","page":"https://plannerfees.com/planners/concepts-financial-services-llc-305925/"},{"crd":338635,"name":"Conceptum Strategies","city":"San Antonio","state":"TX","fees":{"hourly":[150,300],"flat":[500,5000]},"sourceSentences":{"hourly":"Financial Planning (Hourly) Fee Range: $150–$300 per hour (depending on complexity).","flat":"Range: $500 – $5,000 per engagement, depending on complexity and scope."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060208","page":"https://plannerfees.com/planners/conceptum-strategies-338635/"},{"crd":304831,"name":"Concert Financial Planning, LLC","city":"Houston","state":"TX","fees":{"hourly":[500,500],"quarterly":[1000,1500]},"sourceSentences":{"quarterly":"August 25, 2026 Career Level Examples One Worker in the Household (HH) Quarterly Flat Fee $1,000 Two Workers in the Household (HH) Quarterly Flat Fee $1,500 4rd - 6th Year Associate;","hourly":"As of the date of this Brochure, the hourly rate for services Matt Smith performs on behalf of clients is $500 per hour."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056012","page":"https://plannerfees.com/planners/concert-financial-planning-llc-304831/"},{"crd":151258,"name":"Concierge Financial Planning, LLC","city":"Margate City","state":"NJ","fees":{"flat":[4000,6000]},"sourceSentences":{"flat":"Fixed-fee engagements typically range from $4,000 to $6,000; a deposit of $500 or half the total fixed fee amount, whichever is greater, is charged in advance, and the balance is due upon delivery of the plan or advice."},"brochureDate":"3/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013101","page":"https://plannerfees.com/planners/concierge-financial-planning-llc-151258/"},{"crd":218515,"name":"Concinnus Financial, Inc","city":"Post Falls","state":"ID","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"All Financial Planning and Retirement Plan Participant services are charged at an hourly rate of $200.00 and a hard estimate of time to be spent and total charges will be provided in advance."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=952541","page":"https://plannerfees.com/planners/concinnus-financial-inc-218515/"},{"crd":118643,"name":"Concord Wealth Partners","city":"Abingdon","state":"VA","fees":{"hourly":[150,300],"flat":[500,10000]},"sourceSentences":{"flat":"Financial planning fees generally range from $500 to $10,000.","hourly":"Hourly fees range from $150 to $300 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018965","page":"https://plannerfees.com/planners/concord-wealth-partners-118643/"},{"crd":105237,"name":"Concorde Investment Management","city":"Dallas","state":"TX","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"Clerical and Administrative $150 per hour Analysis and Professional $200 to $300 per hour Clients may terminate their agreements with the Adviser by giving us 30 days written notice."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041251","page":"https://plannerfees.com/planners/concorde-investment-management-105237/"},{"crd":293564,"name":"Concurrent Wealth Management","city":"Houston","state":"TX","fees":{"hourly":[800,800],"monthly":[1000,1000]},"sourceSentences":{"monthly":"Fee: $1,000/month (flat).","hourly":"We impose a minimum fee of $2,500 for project-based services, and hourly fees are charged at the rate of $800 per hour."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058643","page":"https://plannerfees.com/planners/concurrent-wealth-management-293564/"},{"crd":104920,"name":"Condor Capital Wealth Management","city":"Martinsville","state":"NJ","fees":{"hourly":[100,300],"flat":[500,3000]},"sourceSentences":{"hourly":"The Registrant may also, at its sole discretion, offer limited concierge services to is advisory clients, for an additional hourly fee ranging from $100 to $300 per hour.","flat":"AND CONSULTING SERVICES (STAND-ALONE) The Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $3,000 on a fixed fee basis, and from $200 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051904","page":"https://plannerfees.com/planners/condor-capital-wealth-management-104920/"},{"crd":333870,"name":"Cone Wealth Management","city":"Tulsa","state":"OK","fees":{"hourly":[250,250],"flat":[500,1500]},"sourceSentences":{"flat":"This flat fee ranges from $500 to $1,500 dollars and is charged in advance.","hourly":"Refunds of the initial setup fee will be based on the amount of time spent at $250 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023198","page":"https://plannerfees.com/planners/cone-wealth-management-333870/"},{"crd":158981,"name":"Conestoga Wealth Management","city":"Exton","state":"PA","fees":{"hourly":[200,200],"flat":[1000,1000],"monthly":[499,499]},"sourceSentences":{"hourly":"Form ADV 2A Version: 3/31/2026 7 Financial Planning Fees Hourly Fees for Written Financial Plan The hourly fee for these services is $200.","flat":"We charge a one-time upfront fee not to exceed $1000 & a monthly fee not to exceed $499 per month for these services, billed in advance and collected by Advice Pay.","monthly":"We charge a one-time upfront fee not to exceed $1000 & a monthly fee not to exceed $499 per month for these services, billed in advance and collected by Advice Pay."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036038","page":"https://plannerfees.com/planners/conestoga-wealth-management-158981/"},{"crd":301964,"name":"Conestoga Wealth Partners","city":"Gig Harbor","state":"WA","fees":{"hourly":[500,500],"flat":[2500,10000]},"sourceSentences":{"hourly":"Based on their experience and industry earned designations, our firm partners generally charge $500 per hour.","flat":"Fixed fees generally range from $2,500 to $10,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017003","page":"https://plannerfees.com/planners/conestoga-wealth-partners-301964/"},{"crd":284318,"name":"Conexus Capital Management, LLC","city":"Parker","state":"CO","fees":{"hourly":[550,550],"flat":[5000,10000]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $5,000 - $10,000.","hourly":"Our hourly rate is $550.00 per hour."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005388","page":"https://plannerfees.com/planners/conexus-capital-management-llc-284318/"},{"crd":338506,"name":"Confiance Financial LLC","city":"New Hill","state":"NC","fees":{"hourly":[250,250],"monthly":[200,300],"quarterly":[750,2500]},"sourceSentences":{"hourly":"The Advisor also offers stand-alone financial planning services at an hourly rate of $250 per hour.","monthly":"Ongoing financial planning services are offered at a monthly rate ranging from $200 to $300 per month, or at a quarterly rate ranging from $750 to $2,500 per quarter.","quarterly":"Ongoing financial planning services are offered at a monthly rate ranging from $200 to $300 per month, or at a quarterly rate ranging from $750 to $2,500 per quarter."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010742","page":"https://plannerfees.com/planners/confiance-financial-llc-338506/"},{"crd":330322,"name":"Confianza Wealth Management","city":"Vista","state":"CA","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"Ongoing Financial Planning CWM collects an initial fee, no greater than $3,000.00."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046034","page":"https://plannerfees.com/planners/confianza-wealth-management-330322/"},{"crd":326192,"name":"Confide","city":"Thousand Oaks","state":"CA","fees":{"hourly":[200,200],"flat":[3000,6000],"monthly":[600,600],"annual":[7200,7200]},"sourceSentences":{"annual":"Although CONFIDE does not have a minimum investment portfolio requirement, we may implement a minimum annual fee of $7,200, paid monthly in arrears at the rate of $600 per month.","monthly":"Although CONFIDE does not have a minimum investment portfolio requirement, we may implement a minimum annual fee of $7,200, paid monthly in arrears at the rate of $600 per month.","hourly":"Hourly rates range from $200 per hour to $400 per hour based on staff expertise and planning complexity.","flat":"The total fee for a comprehensive financial plan typically ranges from $3,000 to $6,000 based on complexity."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013998","page":"https://plannerfees.com/planners/confide-326192/"},{"crd":127383,"name":"Confidence Wealth Management, Inc.","city":"Los Angeles","state":"CA","fees":{"hourly":[350,700],"flat":[2000,50000]},"sourceSentences":{"flat":"Generally, rates range from $2000 – $50,000 on a fixed fee basis, or from $350– $700 on an hourly rate basis, based on the scope and complexity of the requested services, as stipulated in the client’s agreement.","hourly":"Generally, rates range from $2000 – $50,000 on a fixed fee basis, or from $350– $700 on an hourly rate basis, based on the scope and complexity of the requested services, as stipulated in the client’s agreement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034760","page":"https://plannerfees.com/planners/confidence-wealth-management-inc-127383/"},{"crd":328254,"name":"Conkin Financial Group, Inc.","city":"Edmond","state":"OK","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"CFG offers financial planning on a fixed fee basis, and our fixed fee shall not exceed $10,000."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041734","page":"https://plannerfees.com/planners/conkin-financial-group-inc-328254/"},{"crd":148755,"name":"Conklin Financial Planning","city":"Thornton","state":"CO","fees":{"flat":[2950,4500],"monthly":[500,500]},"sourceSentences":{"flat":"Financial planning services are on a flat-fee basis, ranging from $2950 to $4500, depending on clients’ selected planning package.","monthly":"After the three initial months, we may be engaged for financial coaching services on a monthly basis, at $500 per month, billed at the beginning of each month."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025667","page":"https://plannerfees.com/planners/conklin-financial-planning-148755/"},{"crd":316605,"name":"Conklin Shure Financial","city":"Glen Ridge","state":"NJ","fees":{"hourly":[325,325],"flat":[2200,3200],"monthly":[220,320]},"sourceSentences":{"flat":"Services ●​ Ongoing Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,200 - $3,200 and an ongoing flat fee that is paid monthly in arrears, at the rate of $220 - $320 per month*.","monthly":"Services ●​ Ongoing Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,200 - $3,200 and an ongoing flat fee that is paid monthly in arrears, at the rate of $220 - $320 per month*.","hourly":"Upon early termination, the upfront fee will be prorated and any unearned fee will be refunded to the Client. 6 ●​ Financial Planning Hourly Fee We also provide financial planning through an hourly fee structure at a rate of $325 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026554","page":"https://plannerfees.com/planners/conklin-shure-financial-316605/"},{"crd":321212,"name":"Connect Financial Advisors","city":"Providence","state":"UT","fees":{"flat":[250,1000]},"sourceSentences":{"flat":"Please note that lower fees for comparable services may be available from other sources Financial Planning Fees CFA’s Financial Planning fees range from $250 to $1,000 depending on client needs, complexity, and other factors."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026759","page":"https://plannerfees.com/planners/connect-financial-advisors-321212/"},{"crd":340449,"name":"Connected Financial Strategies LLC","city":"Allendale","state":"MI","fees":{"monthly":[200,833],"annual":[2400,10000]},"sourceSentences":{"monthly":"Monthly fees range from $200 to $833 per month.","annual":"Annual fees range from $2,400 to $10,000 per year."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058047","page":"https://plannerfees.com/planners/connected-financial-strategies-llc-340449/"},{"crd":305013,"name":"Connecticut Capital Management Group, LLC","city":"Milford","state":"CT","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"The Fixed Fee schedule is $3,000 paid quarterly, in arrears, billed to the client."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044880","page":"https://plannerfees.com/planners/connecticut-capital-management-group-llc-305013/"},{"crd":148298,"name":"Connolly Financial Advisors, Inc.","city":"North Andover","state":"MA","fees":{"hourly":[95,250]},"sourceSentences":{"hourly":"Compensation to CFA for accounting and bookkeeping services desired by the client is charged at hourly rates of $95 - $250 and is based on the type and extent of services provided. 22 ©2010 National Compliance Services 800-800-3204 Additional Information PRIVACY POLICY:"},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004073","page":"https://plannerfees.com/planners/connolly-financial-advisors-inc-148298/"},{"crd":319579,"name":"Conquis Financial LLC","city":"Millbrae","state":"CA","fees":{"quarterly":[3000,3000]},"sourceSentences":{"quarterly":"Our minimum quarterly fee for any engagement will be $3,000."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011795","page":"https://plannerfees.com/planners/conquis-financial-llc-319579/"},{"crd":113648,"name":"Conrad Capital Management, Inc.","city":"Hauppauge","state":"NY","fees":{"hourly":[150,300],"flat":[150,300]},"sourceSentences":{"flat":"We charge an hourly fee ranging from $150 to $300 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.","hourly":"Additional services are billed at a rate of $150 to $300 per hour."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045593","page":"https://plannerfees.com/planners/conrad-capital-management-inc-113648/"},{"crd":123560,"name":"Conrad Siegel Investment Advisors","city":"Harrisburg","state":"PA","fees":{"hourly":[105,425],"flat":[1000,100000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $1,000 to $100,000 on a fixed fee basis and/or from $105 to $425 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.","hourly":"These fees are negotiable, but generally range from $1,000 to $100,000 on a fixed fee basis and/or from $105 to $425 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057149","page":"https://plannerfees.com/planners/conrad-siegel-investment-advisors-123560/"},{"crd":338659,"name":"Constant Cashflow, LLC","city":"Savannah","state":"GA","fees":{"hourly":[150,300],"flat":[2000,4000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract generally with 7 days' written notice. 4 Financial Planning Fees The fixed fee for creating client financial plans ranges from $2,000 and $4,000 and hourly fees of $150 and $300 depending on the scope, complexity, and time required to develop a…","hourly":"Thereafter, clients may terminate the Investment Advisory Contract generally with 7 days' written notice. 4 Financial Planning Fees The fixed fee for creating client financial plans ranges from $2,000 and $4,000 and hourly fees of $150 and $300 depending on the scope, complexity, and time required to develop a…"},"brochureDate":"8/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053858","page":"https://plannerfees.com/planners/constant-cashflow-llc-338659/"},{"crd":172612,"name":"Constant Guidance Financial, LLC","city":"North Attleboro","state":"MA","fees":{"hourly":[100,150]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $100-$150."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017064","page":"https://plannerfees.com/planners/constant-guidance-financial-llc-172612/"},{"crd":337757,"name":"Contango Wealth Management LLC","city":"Oakland","state":"CA","fees":{"hourly":[250,325],"flat":[750,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $750 and $5,000.","hourly":"The negotiated hourly fee for these services is between $250 and $325. 4 Clients may terminate the agreement without penalty, for full refund of CWM’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009859","page":"https://plannerfees.com/planners/contango-wealth-management-llc-337757/"},{"crd":128518,"name":"Contego Capital Group, Inc.","city":"Edina","state":"MN","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Our 8 financial planning fees range from $500-$5000 Fees are payable upon completion of the financial analysis phase of the financial plan."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056401","page":"https://plannerfees.com/planners/contego-capital-group-inc-128518/"},{"crd":314869,"name":"Contemporary Financial Planning","city":"Jacksonville","state":"FL","fees":{"flat":[1000,25000],"quarterly":[1250,6000]},"sourceSentences":{"quarterly":"Upon termination of the account, any unearned fee will be refunded to the Client. 8 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid either quarterly or monthly, in advance, and ranges from $1,250 to $6,000 per quarter.","flat":"Limited Scope Financial Planning ● Project-Based Fixed fees for project-based engagements will range between $1,000 - $25,000."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051246","page":"https://plannerfees.com/planners/contemporary-financial-planning-314869/"},{"crd":319652,"name":"Contessa Capital","city":"New York","state":"NY","fees":{"quarterly":[1000,1000]},"sourceSentences":{"quarterly":"Stand Alone Financial Planning Service One Year Financial Fitness Program The One Year Financial Fitness Program is a 12-month commitment that entails an upfront charge of $1000 - $5,000 and an ongoing quarterly fee of $1000-1500 paid in arrears."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023715","page":"https://plannerfees.com/planners/contessa-capital-319652/"},{"crd":281812,"name":"Context Financial LLC","city":"Lexington","state":"KY","fees":{"hourly":[150,250],"flat":[500,4000],"monthly":[150,200],"annual":[3000,6000]},"sourceSentences":{"annual":"The negotiable annual fee for ongoing financial planning services is between $3,000 and $6,000 per year.","monthly":"The negotiable monthly fee for ongoing financial planning services is between $150 and $200 per month.","flat":"The negotiable fixed rate for creating a one-time client financial plan is between $500 and $4,000 for the financial plan.","hourly":"The negotiable hourly fee for a discrete financial planning engagement is between $150 and $250 per hour."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049073","page":"https://plannerfees.com/planners/context-financial-llc-281812/"},{"crd":125638,"name":"Continental Nine Financial Management, LLC","city":"Waterbury","state":"CT","fees":{"hourly":[145,350]},"sourceSentences":{"hourly":"The fees for this service will range from $145.00 to $350.00 per hour depending on the location and complexity of the services provided."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056113","page":"https://plannerfees.com/planners/continental-nine-financial-management-llc-125638/"},{"crd":153080,"name":"Continuum Capital Advisory, LLC","city":"Rock Hill","state":"SC","fees":{"hourly":[50,300],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed or flat fees for a financial plan will range from $500 - $10,000, depending on the nature and complexity of your circumstances.","hourly":"Fees will range from $50 - $300 per hour, depending on the nature and complexity of your circumstances."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=72031","page":"https://plannerfees.com/planners/continuum-capital-advisory-llc-153080/"},{"crd":165694,"name":"Continuum Financial Partners, LLC","city":"El Dorado Hills","state":"CA","fees":{"hourly":[260,260],"flat":[975,19500]},"sourceSentences":{"hourly":"FOR FINANCIAL PLANNING SERVICES For financial planning services, Continuum Financial Partners charges $260 per hour.","flat":"The minimum fixed fee is $975, and the maximum fixed fee is $19,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030891","page":"https://plannerfees.com/planners/continuum-financial-partners-llc-165694/"},{"crd":148844,"name":"Continuum Wealth Management, LLC","city":"Greenville","state":"SC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"An hourly fee of $300 will be billed for these services."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019837","page":"https://plannerfees.com/planners/continuum-wealth-management-llc-148844/"},{"crd":154958,"name":"Contrary Investment Advisors","city":"Bloomfield","state":"NJ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees for Financial Planning services are invoiced at $300 per hour and are negotiable."},"brochureDate":"9/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057694","page":"https://plannerfees.com/planners/contrary-investment-advisors-154958/"},{"crd":305463,"name":"Contreras Financial, Inc.","city":"Marina","state":"CA","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $200 and $400."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048199","page":"https://plannerfees.com/planners/contreras-financial-inc-305463/"},{"crd":308408,"name":"Convergence Advisory Group","city":"Omaha","state":"NE","fees":{"monthly":[100,200]},"sourceSentences":{"monthly":"Investment management services in our Strategically Managed Portfolios plus the Income Conductor Plan: $200/month for 12 months Investment management services in our Strategically Managed Portfolios: $100/month for 12 months 6 The Income Conductor Plan provides a time-segmented retirement income plan that includes…"},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048226","page":"https://plannerfees.com/planners/convergence-advisory-group-308408/"},{"crd":322622,"name":"Convey Wealth LLC","city":"Burbank","state":"CA","fees":{"hourly":[500,500],"flat":[6000,100000],"monthly":[500,500]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, at $500 per month.","flat":"Fixed fee rates range between $6,000 to $100,000.","hourly":"Our hourly rate is $500 per hour."},"brochureDate":"5/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044527","page":"https://plannerfees.com/planners/convey-wealth-llc-322622/"},{"crd":332751,"name":"Conviction Wealth Management LLC","city":"Austin","state":"TX","fees":{"hourly":[150,400],"flat":[1000,3000]},"sourceSentences":{"flat":"4 Fixed and Ongoing Fees The negotiated fixed rate for creating client financial plans and providing ongoing planning is between $1,000 and $3,000.","hourly":"The negotiated hourly fee for these services is between $150 and $400."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047491","page":"https://plannerfees.com/planners/conviction-wealth-management-llc-332751/"},{"crd":115241,"name":"Cook Financial Designs, Inc.","city":"Virginia Beach","state":"VA","fees":{"annual":[4000,40000]},"sourceSentences":{"annual":"Annual fees typically range between $4,000 and $40,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018785","page":"https://plannerfees.com/planners/cook-financial-designs-inc-115241/"},{"crd":326989,"name":"Cook Financial, LLC","city":"Vernal","state":"UT","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Advisor charges a non-negotiable hourly fee of $125 per hour for financial planning."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011048","page":"https://plannerfees.com/planners/cook-financial-llc-326989/"},{"crd":319523,"name":"Cook Wealth Management, LLC","city":"Bowie","state":"MD","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING CWM charges an hourly fee of $300 based on complexity and unique Client needs for financial planning."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041937","page":"https://plannerfees.com/planners/cook-wealth-management-llc-319523/"},{"crd":300451,"name":"Cooksen Wealth, LLC","city":"The Woodlands","state":"TX","fees":{"flat":[2500,5000]},"sourceSentences":{"flat":"These fees are negotiable but range from $2,500 to $5,000 on a fixed fee basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015478","page":"https://plannerfees.com/planners/cooksen-wealth-llc-300451/"},{"crd":323167,"name":"Cool Creek Financial","city":"Lancaster","state":"PA","fees":{"hourly":[200,200],"flat":[1000,2000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $2,000.","hourly":"Our hourly rates are $200 per hour."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042314","page":"https://plannerfees.com/planners/cool-creek-financial-323167/"},{"crd":281132,"name":"Coombs Wealth Advisory, LLC","city":"Blue Bell","state":"PA","fees":{"flat":[1000,2500]},"sourceSentences":{"flat":"Coombs Wealth offers financial planning services for a fixed fee ranging from $1,000 to $2,500."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006039","page":"https://plannerfees.com/planners/coombs-wealth-advisory-llc-281132/"},{"crd":305121,"name":"Cooper Capital Group","city":"Encinitas","state":"CA","fees":{"hourly":[865,865],"flat":[50000,50000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $865.","flat":"Flat fees will not exceed $50,000."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009539","page":"https://plannerfees.com/planners/cooper-capital-group-305121/"},{"crd":285647,"name":"Cooper Financial Investments, LLC","city":"Mesa","state":"AZ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $300 per hour."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056390","page":"https://plannerfees.com/planners/cooper-financial-investments-llc-285647/"},{"crd":116854,"name":"Coordinated Financial Management","city":"Wichita","state":"KS","fees":{"hourly":[75,75],"quarterly":[6850,6850],"annual":[6850,100000]},"sourceSentences":{"annual":"Annual fee equals $100,000 x 0.0125 = 1,250 $400,000 x 0.01 = 4,000 $200,000 x 0.008 = 1,600 Total annual fee $6,850 The quarterly fee, then, would be $6,850 / 4 = $1,712.50 3 This fee is normally calculated, prorated and billed quarterly “in arears”.","quarterly":"Annual fee equals $100,000 x 0.0125 = 1,250 $400,000 x 0.01 = 4,000 $200,000 x 0.008 = 1,600 Total annual fee $6,850 The quarterly fee, then, would be $6,850 / 4 = $1,712.50 3 This fee is normally calculated, prorated and billed quarterly “in arears”.","hourly":"Financial planning, done separately from investment management, is billed at $75/hr."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040002","page":"https://plannerfees.com/planners/coordinated-financial-management-116854/"},{"crd":141348,"name":"Coordinated Wealth Management, L.L.C.","city":"Hendersonville","state":"TN","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The Registrant minimum annual fixed fee for investment advisory services is $5,000."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003758","page":"https://plannerfees.com/planners/coordinated-wealth-management-l-l-c-141348/"},{"crd":311665,"name":"Cope Connelly","city":"Arlington","state":"VA","fees":{"flat":[99,25000]},"sourceSentences":{"flat":"Fixed fees ranging from $99 to $25,000 depending on plan complexity."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052653","page":"https://plannerfees.com/planners/cope-connelly-311665/"},{"crd":173290,"name":"Copiam Wealth Management, LLC","city":"The Colony","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"For financial planning services or to hire us occasionally for particular investment advice, we charge a rate of $200 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029762","page":"https://plannerfees.com/planners/copiam-wealth-management-llc-173290/"},{"crd":315970,"name":"Coplanning Financial LLC","city":"Overland Park","state":"KS","fees":{"flat":[6900,6900],"annual":[12000,12000]},"sourceSentences":{"flat":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 7 TotalPlan Our fee for our TotalPlan financial planning services is $6,900.","annual":"Fees shall not exceed $12,000 per year."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025529","page":"https://plannerfees.com/planners/coplanning-financial-llc-315970/"},{"crd":156549,"name":"Coppell Advisory Solutions LLC","city":"Dallas","state":"TX","fees":{"hourly":[300,300],"flat":[1000,20000]},"sourceSentences":{"flat":"Fusion will charge a fixed fee that ranges from $1,000.00 to $20,000.00, for broad based planning services.","hourly":"Fusion charges an hourly fee of $300 for Clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024802","page":"https://plannerfees.com/planners/coppell-advisory-solutions-llc-156549/"},{"crd":321059,"name":"Copper Beech Wealth Management","city":"Mansfield","state":"MA","fees":{"flat":[5000,10000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $5,000 and $10,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008960","page":"https://plannerfees.com/planners/copper-beech-wealth-management-321059/"},{"crd":285378,"name":"Copper Leaf Financial, LLC","city":"Williston","state":"VT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Copper Leaf may charge for additional services, such as enrollment or education meetings, on an a la carte basis, based on an hourly rate of no less than $250."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011003","page":"https://plannerfees.com/planners/copper-leaf-financial-llc-285378/"},{"crd":342485,"name":"Copper Range Wealth Management, LLC","city":"Hancock","state":"MI","fees":{"hourly":[200,500],"flat":[0,5000]},"sourceSentences":{"hourly":"The hourly fee for these services is between $200 and $500.","flat":"The final fee schedule will be memorialized in the client’s advisory agreement. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $0 and $5,000."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049447","page":"https://plannerfees.com/planners/copper-range-wealth-management-llc-342485/"},{"crd":173394,"name":"Copper River Advisors LLC","city":"Englewood","state":"CO","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Clients who utilize the we;ath.com software are charged a one-time fee of $500.00 to update their wills, POA forms, medical directives and estate plan."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016910","page":"https://plannerfees.com/planners/copper-river-advisors-llc-173394/"},{"crd":313349,"name":"Copper Square Private Wealth, LLC","city":"Phoenix","state":"AZ","fees":{"hourly":[350,350],"flat":[1500,10000],"monthly":[250,800]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at an hourly rate of $350 per hour.","flat":"Fees for Flat-Fe Project-Based Financial Planning range between $1,500 and $10,000.","monthly":"Ongoing Comprehensive Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at a rate between $250-$800 per month, based on the clients financial complexity."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024194","page":"https://plannerfees.com/planners/copper-square-private-wealth-llc-313349/"},{"crd":117823,"name":"Copperleaf Capital, LLC","city":"Clover","state":"SC","fees":{"flat":[1500,4000]},"sourceSentences":{"flat":"Usually, the initial, first-year financial planning fee is a fixed amount that ranges between $1,500 and $4,000, but this amount can sometimes be significantly higher."},"brochureDate":"6/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048684","page":"https://plannerfees.com/planners/copperleaf-capital-llc-117823/"},{"crd":335796,"name":"Copperline Wealth Management & Planning","city":"Cody","state":"WY","fees":{"hourly":[50,300]},"sourceSentences":{"hourly":"Our hourly fees typically range from $50.00 to $300.00 depending on the nature of the service, these are specified within the Consulting Agreement."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030606","page":"https://plannerfees.com/planners/copperline-wealth-management-planning-335796/"},{"crd":310859,"name":"Copperwood Financial","city":"Burr Ridge","state":"IL","fees":{"hourly":[400,400],"flat":[2500,2500]},"sourceSentences":{"flat":"The fixed fee for Tier 1 services is $2,500.","hourly":"Any fees due the Advisor as a result of termination of the Agreement will be calculated based on the Advisor’s $400 hourly fee rate, multiplied by the number of hours the Advisor incurred prior to Agreement termination."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026093","page":"https://plannerfees.com/planners/copperwood-financial-310859/"},{"crd":333615,"name":"Coquina Private Wealth Advisors","city":"Port Charlotte","state":"FL","fees":{"annual":[500,15000]},"sourceSentences":{"annual":"Planning and consulting fees are negotiable, but generally range from $500 $15,000 annually on a fixed fee basis (client is billed quarterly)."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007864","page":"https://plannerfees.com/planners/coquina-private-wealth-advisors-333615/"},{"crd":318134,"name":"Cora Capital Advisors","city":"Marlton","state":"NJ","fees":{"flat":[1500,7500]},"sourceSentences":{"flat":"However, for Clients with less than $2,000,000 in assets under management or for Clients seeking standalone financial planning services, CCA may offer financial planning services for a fixed project-based fee ranging from $1,500 to $7,500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023964","page":"https://plannerfees.com/planners/cora-capital-advisors-318134/"},{"crd":162162,"name":"Corcoran Wealth Management LLC","city":"Temecula","state":"CA","fees":{"hourly":[250,250],"flat":[500,1000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $500 and $1,000."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056222","page":"https://plannerfees.com/planners/corcoran-wealth-management-llc-162162/"},{"crd":333517,"name":"Corcovado Investment Advisors, LLC","city":"San Francisco","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Consulting fees are billed monthly in arrears or invoiced directly for ad-hoc services at a rate of $350 per hour, rounded to 15-minute increments."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998720","page":"https://plannerfees.com/planners/corcovado-investment-advisors-llc-333517/"},{"crd":282871,"name":"Cordatus Wealth Management LLC","city":"Yardley","state":"PA","fees":{"flat":[500,1000]},"sourceSentences":{"flat":"For clients whose assets are managed by Cordatus, the financial planning fee will vary, but is generally expected to be a fixed fee of between $500 and $1,000 per plan."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020749","page":"https://plannerfees.com/planners/cordatus-wealth-management-llc-282871/"},{"crd":310199,"name":"Cordoba Advisory Partners LLC","city":"New York","state":"NY","fees":{"hourly":[500,1500]},"sourceSentences":{"hourly":"Hourly fees range from $500 to $1,500 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024482","page":"https://plannerfees.com/planners/cordoba-advisory-partners-llc-310199/"},{"crd":143501,"name":"Core Capital Management, LLC","city":"Huntington Beach","state":"CA","fees":{"hourly":[400,400],"flat":[5000,10000]},"sourceSentences":{"hourly":"We charge either an hourly fee basis of $400 per hour or a fixed rate that typically ranges from $5,000 to $10,000 for services.","flat":"We charge either an hourly fee basis of $400 per hour or a fixed rate that typically ranges from $5,000 to $10,000 for services."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020596","page":"https://plannerfees.com/planners/core-capital-management-llc-143501/"},{"crd":135531,"name":"Core Fiduciary Advisors","city":"Alexandria","state":"VA","fees":{"hourly":[250,250],"flat":[350,350]},"sourceSentences":{"hourly":"However, should a client decide to engage our services, we may charge $250.00 per hour or a flat fee depending on the complexity of your financial situation for consultations.","flat":"The minimum fee charged for a financial plan is $350.00 and paid up front upon execution of an advisory agreement."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017035","page":"https://plannerfees.com/planners/core-fiduciary-advisors-135531/"},{"crd":168839,"name":"Core Financial Advisors","city":"San Bernardino","state":"CA","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"hourly":"Our hourly fee is $250.","flat":"Our maximum flat fee is 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LLC","city":"Arlington","state":"VA","fees":{"hourly":[400,400],"flat":[500,500],"monthly":[375,550],"annual":[5000,5000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $375-$550 per month based on complexity, with a minimum annual fee of $5,000 for individuals, and $6,500 for families.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $375-$550 per month based on complexity, with a minimum annual fee of $5,000 for individuals, and $6,500 for families.","annual":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $375-$550 per month based on complexity, with a minimum annual fee of $5,000 for individuals, and $6,500 for families.","hourly":"Our hourly rate is $400."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044888","page":"https://plannerfees.com/planners/coretegic-capital-llc-291343/"},{"crd":330667,"name":"Coriander Financial Group LLC","city":"Ann Arbor","state":"MI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The Advisor offers ad-hoc wealth management services (including portfolio management advisory services, financial planning services and tax strategy services) for an hourly fee of $300."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038619","page":"https://plannerfees.com/planners/coriander-financial-group-llc-330667/"},{"crd":312196,"name":"Corinthian Wealth Management","city":"San Jose","state":"CA","fees":{"hourly":[300,500],"flat":[3000,12000]},"sourceSentences":{"flat":"Fees for such services typically range from $3,000-$12,000 per plan as contracted for with clients in advance.","hourly":"Hourly rates vary from $300 to $500 and may be billed monthly, or upon completion."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053213","page":"https://plannerfees.com/planners/corinthian-wealth-management-312196/"},{"crd":104730,"name":"Corkern & Co., Inc.","city":"Little Rock","state":"AR","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Hourly consulting occurs when we provide services which are not outlined above and is charged at the rate of $275 per hour."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003314","page":"https://plannerfees.com/planners/corkern-co-inc-104730/"},{"crd":289019,"name":"Corlett Financial, Inc.","city":"San Diego","state":"CA","fees":{"hourly":[350,350],"flat":[600,15000],"annual":[600,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $600 and $15,000.","hourly":"The negotiated hourly fee for these services is $350 per hour.","annual":"On-going financial consulting fees can be annual flat fees that range from $600 to $10,000 per year."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029239","page":"https://plannerfees.com/planners/corlett-financial-inc-289019/"},{"crd":301873,"name":"Corley Capital LLC","city":"Brandenburg","state":"KY","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"The total project fees will usually range from $1,000 up to $3,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038611","page":"https://plannerfees.com/planners/corley-capital-llc-301873/"},{"crd":159719,"name":"Corley Investment Management","city":"Folsom","state":"CA","fees":{"hourly":[500,750],"flat":[1000,20000]},"sourceSentences":{"hourly":"CIM offers consulting services on an hourly basis ranging from $500 to $750 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.","flat":"CIM also offers consulting services on a fixed fee basis ranging from $1,000 to $20,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021201","page":"https://plannerfees.com/planners/corley-investment-management-159719/"},{"crd":299617,"name":"Cornbelt Financial, LLC","city":"Denver","state":"CO","fees":{"hourly":[225,225],"flat":[500,500]},"sourceSentences":{"flat":"Financial Planning fees are charged in advance, but never more than $500 from any client more than six months in advance of provision of the services for which that amount is received.","hourly":"For any unearned fixed financial planning fees that are collected in advance, the fee refunded will be the balance of the fees collected in advance minus an hourly rate of $225 times the number of hours of work that has been completed up to and including the day of termination."},"brochureDate":"2/22/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=814460","page":"https://plannerfees.com/planners/cornbelt-financial-llc-299617/"},{"crd":145355,"name":"Cornell Pochily Investment Advisors, Inc.","city":"Ithaca","state":"NY","fees":{"hourly":[150,350],"flat":[100,10000]},"sourceSentences":{"flat":"These fees generally range from $100 to $10,000 on a fixed fee basis and/or from $150 to $350 on an hourly rate basis, depending upon the level and scope of the investment services.","hourly":"These fees generally range from $100 to $10,000 on a fixed fee basis and/or from $150 to $350 on an hourly rate basis, depending upon the level and scope of the investment services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033600","page":"https://plannerfees.com/planners/cornell-pochily-investment-advisors-inc-145355/"},{"crd":323179,"name":"Cornermen Financial, LLC","city":"San Antonio","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is $300. 5 Clients may terminate the agreement without penalty, for full refund of Cornermen’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013842","page":"https://plannerfees.com/planners/cornermen-financial-llc-323179/"},{"crd":114510,"name":"Cornerstone Advisors","city":"Topeka","state":"KS","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Hourly fees for financial plans range from $150 to $300."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034349","page":"https://plannerfees.com/planners/cornerstone-advisors-114510/"},{"crd":325163,"name":"Cornerstone Advisors LLC","city":"Fayetteville","state":"AR","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $150 and $250."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059591","page":"https://plannerfees.com/planners/cornerstone-advisors-llc-325163/"},{"crd":142359,"name":"Cornerstone Advisory","city":"Hunt Valley","state":"MD","fees":{"hourly":[250,250],"flat":[2500,10000]},"sourceSentences":{"hourly":"We shall perform such extraordinary services specifically related to trust disbursements at the rate of $250.00 per hour, which amounts shall be included as an adjusted line item within the Client's quarterly management fee billing.","flat":"The negotiable fee for a financial plan will range between $2500 and $10,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024808","page":"https://plannerfees.com/planners/cornerstone-advisory-142359/"},{"crd":281865,"name":"Cornerstone Asset Advisors Inc.","city":"Solana Beach","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005784","page":"https://plannerfees.com/planners/cornerstone-asset-advisors-inc-281865/"},{"crd":137712,"name":"Cornerstone Asset Management Services, Inc.","city":"Broadview Heights","state":"OH","fees":{"hourly":[100,300],"annual":[100,1000]},"sourceSentences":{"hourly":"$100 - $300 per hour or a range of $100 to $20,000 for a flat fee.","annual":"For Ongoing Advisory Services the initial annual retainer is quoted annually and can range between $100 and $1,000 a year."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025234","page":"https://plannerfees.com/planners/cornerstone-asset-management-services-inc-137712/"},{"crd":137878,"name":"Cornerstone Financial Consulting LLC","city":"Arkadelphia","state":"AR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Standard fees for financial planning services are $250 per hour, are negotiable, and may be reduced or waived at the discretion of Adviser."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011817","page":"https://plannerfees.com/planners/cornerstone-financial-consulting-llc-137878/"},{"crd":129246,"name":"Cornerstone Financial Group,llc","city":"Omaha","state":"NE","fees":{"flat":[5000,25000]},"sourceSentences":{"flat":"Fixed fees refer to written financial plans, which range from $5,000 to $25,000, depending on the complexity of a client's financial situation."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025891","page":"https://plannerfees.com/planners/cornerstone-financial-group-llc-129246/"},{"crd":324007,"name":"Cornerstone Financial Planning","city":"Colorado Springs","state":"CO","fees":{"flat":[5000,5000],"annual":[8000,8000]},"sourceSentences":{"annual":"Wealth Building Annual Fee: $8,000* Designed for households in the accumulation phase of life, this service emphasizes proactive financial planning, investment management, tax planning, cash flow and savings strategies, risk management, and other planning decisions intended to help Clients build wealth and steward…","flat":"The annual flat advisory fee is $5,000, billed quarterly in arrears."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056788","page":"https://plannerfees.com/planners/cornerstone-financial-planning-324007/"},{"crd":121413,"name":"Cornerstone Financial Planning, Inc.","city":"Gaithersburg","state":"MD","fees":{"hourly":[100,100],"flat":[300,300]},"sourceSentences":{"flat":"A fixed non-refundable fee of $300 may be charged for the first two face-toface meetings with a prospect when the prospect is seeking financial planning services that would be covered under a Statement of Understanding as outlined above.","hourly":"Anticipated work scope is priced at $100 per hour."},"brochureDate":"7/27/2011","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=97798","page":"https://plannerfees.com/planners/cornerstone-financial-planning-inc-121413/"},{"crd":116447,"name":"Cornerstone Investment Advisors, LLC","city":"Boulder","state":"CO","fees":{"hourly":[300,300],"flat":[1000,10000]},"sourceSentences":{"hourly":"Our maximum negotiable hourly rate is $300 per hour.","flat":"Broad based financial plans are generally offered on a fixed fee basis, which range from $1,000 to $10,000 depending on the complexity of the plan and the client's financial situation."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025343","page":"https://plannerfees.com/planners/cornerstone-investment-advisors-llc-116447/"},{"crd":124322,"name":"Cornerstone Investment Management and Consulting,llc","city":"Daphne","state":"AL","fees":{"hourly":[285,285]},"sourceSentences":{"hourly":"Investment consulting fee is at an hourly rate of $285."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027155","page":"https://plannerfees.com/planners/cornerstone-investment-management-and-consulting-llc-124322/"},{"crd":118437,"name":"Cornerstone Investment Services, Inc.","city":"Indian Trail","state":"NC","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Hourly fees are billed at an hourly fee of $200/hour in 15-minute increments with a minimum of one hour billed per project."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016114","page":"https://plannerfees.com/planners/cornerstone-investment-services-inc-118437/"},{"crd":307189,"name":"Cornerstone Planning Group","city":"Fairfield","state":"NJ","fees":{"hourly":[100,1000],"flat":[500,100000]},"sourceSentences":{"flat":"Financial planning fees range from $500 to $100,000 or may be payable hourly at a rate of $100 to $1,000 an hour and depends on the complexity of the client’s financial circumstances.","hourly":"Financial planning fees range from $500 to $100,000 or may be payable hourly at a rate of $100 to $1,000 an hour and depends on the complexity of the client’s financial circumstances."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016550","page":"https://plannerfees.com/planners/cornerstone-planning-group-307189/"},{"crd":124947,"name":"Cornerstone Wealth Advisors, Inc.","city":"Edina","state":"MN","fees":{"flat":[3000,40000],"quarterly":[1250,1250],"annual":[15000,15000]},"sourceSentences":{"annual":"This retainer will not exceed $15,000.","flat":"The first is an annual a fixed dollar amount, determined on a case-by-case basis and which increases annually, of $3,000 - $40,000 for the Retirement Planning and Advice portion.","quarterly":"A minimum fee of $5,000.00 annually ($1,250.00 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$10,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008762","page":"https://plannerfees.com/planners/cornerstone-wealth-advisors-inc-309544/"},{"crd":106950,"name":"Cornerstone Wealth Management","city":"Westlake","state":"OH","fees":{"hourly":[300,600],"flat":[1500,15000],"quarterly":[1250,1250],"annual":[3000,15000]},"sourceSentences":{"quarterly":"For assets under management under $500,000, certain fee arrangements charge $1,250 quarterly.","hourly":"Our current hourly rate ranges from $300-$600.","flat":"Our one-time planning fees typically range from $1,500 to $15,000, depending on the nature and complexity of each client’s circumstances. 2.","annual":"As an annual retainer where we charge a fixed fee, typically ranging from $3,000 to $15,000, depending on the nature and complexity of each client’s 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ongoing financial consulting where our services include ensuring that information about your specific goals, financial situation and risk preference remain current, assisting you in determining appropriate allocation models, reviewing account activity periodically, meeting with you at least annually, and…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036829","page":"https://plannerfees.com/planners/cornerstone-wealth-partners-llc-146602/"},{"crd":166886,"name":"Cornerstone Wealth Planning","city":"Charlotte","state":"NC","fees":{"hourly":[250,250],"flat":[250,5000],"quarterly":[500,5000]},"sourceSentences":{"hourly":"Type of Service Fee Hourly Planning / Analysis $250 /hour Financial Planning Retainer $500-$5,000/quarterly Comprehensive Financial Planning $250-$5,000 All fees are negotiable.","flat":"Type of Service Fee Hourly Planning / Analysis $250 /hour Financial Planning Retainer $500-$5,000/quarterly Comprehensive Financial Planning $250-$5,000 All fees are negotiable.","quarterly":"We also offer financial planning on a retainer basis for a quarterly fee of $500 - $5,000 per quarter, billed in advance, based upon the nature and complexity of your circumstances."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007878","page":"https://plannerfees.com/planners/cornerstone-wealth-planning-166886/"},{"crd":161425,"name":"Cornet Capital LLC","city":"Telluride","state":"CO","fees":{"hourly":[100,250],"flat":[10000,10000]},"sourceSentences":{"flat":"CC’s specific financial project fee will not exceed $10,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $100 and $250."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044999","page":"https://plannerfees.com/planners/cornet-capital-llc-161425/"},{"crd":132727,"name":"Coronado Financial Group L.L.C.","city":"San Mateo","state":"CA","fees":{"hourly":[210,500],"flat":[210,375]},"sourceSentences":{"flat":"On an hourly basis, ranging from $210-$375, depending on the nature and complexity of each Client’s circumstances.","hourly":"Retirement Plan Consulting For Retirement plan consulting the hourly fees will range from $210-$500."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018973","page":"https://plannerfees.com/planners/coronado-financial-group-l-l-c-132727/"},{"crd":304643,"name":"Corps Capital Advisors, LLC","city":"Southlake","state":"TX","fees":{"hourly":[500,1000]},"sourceSentences":{"hourly":"Corps Capital provides standalone financial consulting services at an hourly rate ranging from $500 to $1,000, depending upon the level and scope of the service[s] required and the professional[s] rendering the service[s]."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020554","page":"https://plannerfees.com/planners/corps-capital-advisors-llc-304643/"},{"crd":332189,"name":"Corrales & Co.","city":"Miami","state":"FL","fees":{"flat":[99,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $99 and $10,000."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042884","page":"https://plannerfees.com/planners/corrales-co-332189/"},{"crd":298774,"name":"Correct Capital Wealth Management, LLC","city":"Clayton","state":"MO","fees":{"hourly":[250,250],"flat":[2500,10000]},"sourceSentences":{"flat":"Financial Planning fees range from $2,500 to $10,000.","hourly":"In the event you terminate your Financial Planning Agreement before your Plan is delivered, we will bill you for the time spent in preparing your Plan based on an hourly rate not to exceed $250/hr."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012921","page":"https://plannerfees.com/planners/correct-capital-wealth-management-llc-298774/"},{"crd":114702,"name":"Corus Family Wealth Advisors, Inc.","city":"Mckinney","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The minimum hourly rate is $150 per hour."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044242","page":"https://plannerfees.com/planners/corus-family-wealth-advisors-inc-114702/"},{"crd":310390,"name":"Corvum Investment Management","city":"Texarkana","state":"TX","fees":{"hourly":[200,200],"flat":[1000,1000]},"sourceSentences":{"hourly":"Investment Management Investment plans for individuals are offered on a fixed fee basis based on an hourly rate of $200/hour.","flat":"The typical fee for an investment plan for clients without a broader financial plan is $1,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031511","page":"https://plannerfees.com/planners/corvum-investment-management-310390/"},{"crd":311261,"name":"Corvus Wealth Advisors LLC","city":"Templeton","state":"CA","fees":{"hourly":[250,350],"flat":[2000,5000]},"sourceSentences":{"flat":"The Firm’s fixed fees are typically assessed as a one-time fee that typically ranges from $2,000 – $5,000, or from $250 – $350 on an hourly rate basis, based on the scope and complexity of the requested services, as stipulated in the Agreement.","hourly":"The Firm’s fixed fees are typically assessed as a one-time fee that typically ranges from $2,000 – $5,000, or from $250 – $350 on an hourly rate basis, based on the scope and complexity of the requested services, as stipulated in the Agreement."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024614","page":"https://plannerfees.com/planners/corvus-wealth-advisors-llc-311261/"},{"crd":285657,"name":"Corwin Company LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"We assess an hourly rate of $250 per hour for financial planning services with a minimum of two hours per engagement."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006318","page":"https://plannerfees.com/planners/corwin-company-llc-285657/"},{"crd":140175,"name":"Cosey Financial Services, Inc.","city":"Knoxville","state":"TN","fees":{"hourly":[400,400],"flat":[5000,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $400.","flat":"Generally, flat fees will not exceed $5,000 for personal financial planning engagements."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011910","page":"https://plannerfees.com/planners/cosey-financial-services-inc-140175/"},{"crd":147942,"name":"Cosner Financial Group, LLC","city":"Windsor","state":"CO","fees":{"hourly":[175,175],"flat":[500,10000]},"sourceSentences":{"hourly":"Our hourly fees are $175 for financial advisors.","flat":"Flat fees generally range from $500 to $10,000."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008558","page":"https://plannerfees.com/planners/cosner-financial-group-llc-147942/"},{"crd":154975,"name":"Cothran Capital, LLC","city":"Memphis","state":"TN","fees":{"hourly":[300,300],"flat":[495,495]},"sourceSentences":{"flat":"FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered on a negotiable fixed fee of $495 or at an hourly rate of $300 per hour.","hourly":"FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered on a negotiable fixed fee of $495 or at an hourly rate of $300 per hour."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053430","page":"https://plannerfees.com/planners/cothran-capital-llc-154975/"},{"crd":173487,"name":"Cottage Street Advisors","city":"Marion","state":"MA","fees":{"hourly":[250,500],"flat":[2500,10000]},"sourceSentences":{"flat":"Services are included in our investment management fee but are also available at a fixed price (typically $2,500 - $10,000) for clients that would like planning only services.","hourly":"Compensation – Consulting Services For financial consulting services that exceed the scope in the paragraph above, services are provided on a negotiated hourly basis, (typically $250 - $500 per hour), billed in arrears, paid directly by the client."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015252","page":"https://plannerfees.com/planners/cottage-street-advisors-173487/"},{"crd":153036,"name":"Cottonwood Asset Management LLC","city":"Salt Lake City","state":"UT","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $125."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040213","page":"https://plannerfees.com/planners/cottonwood-asset-management-llc-153036/"},{"crd":322366,"name":"Cottonwood Capital Advisors","city":"Irving","state":"TX","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024722","page":"https://plannerfees.com/planners/cottonwood-capital-advisors-322366/"},{"crd":311272,"name":"Cottonwood Wealth Strategies, LLC","city":"Salt Lake City","state":"UT","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028522","page":"https://plannerfees.com/planners/cottonwood-wealth-strategies-llc-311272/"},{"crd":333709,"name":"Couillard Capital LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[150,150],"flat":[2000,10000]},"sourceSentences":{"flat":"The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee of $2,000 - $10,000.","hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002978","page":"https://plannerfees.com/planners/couillard-capital-llc-333709/"},{"crd":313231,"name":"Couleur Investments","city":"Wilmette","state":"IL","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Alternatively, the client may elect to pay a flat fee between $2,500 - $10,000 for services rendered."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000680","page":"https://plannerfees.com/planners/couleur-investments-313231/"},{"crd":324446,"name":"Couloir Wealth Advisors, Inc.","city":"Welch","state":"MN","fees":{"hourly":[250,250],"flat":[500,10000],"monthly":[100,1500],"quarterly":[300,4500]},"sourceSentences":{"monthly":"Fees are paid monthly or quarterly in advance (at the client’s choosing) at a rate of $100 - $1,500 per month or $300 - $4,500 per quarter.","quarterly":"Fees are paid monthly or quarterly in advance (at the client’s choosing) at a rate of $100 - $1,500 per month or $300 - $4,500 per quarter.","flat":"Fixed fee rates range between $500 and $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008786","page":"https://plannerfees.com/planners/couloir-wealth-advisors-inc-324446/"},{"crd":328371,"name":"Coulombe and Sons Wealth Management","city":"Woodland Hills","state":"CA","fees":{"hourly":[250,250],"flat":[2500,6500]},"sourceSentences":{"flat":"Fees for a full financial plan are offered on a flat fee basis ranging from $2,500 - $6,500.","hourly":"Fees for consultation services are offered for an hourly fee of $250 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021493","page":"https://plannerfees.com/planners/coulombe-and-sons-wealth-management-328371/"},{"crd":297180,"name":"Council Oak Wealth Advisors","city":"Tulsa","state":"OK","fees":{"hourly":[250,250],"flat":[2000,10000]},"sourceSentences":{"hourly":"Our hourly fee is $250 per hour and our fixed fee ranges from $2,000 - $10,000.","flat":"Our hourly fee is $250 per hour and our fixed fee ranges from $2,000 - $10,000."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055920","page":"https://plannerfees.com/planners/council-oak-wealth-advisors-297180/"},{"crd":318333,"name":"Counterculture Wealth","city":"Saint Anthony","state":"MN","fees":{"flat":[2500,6000],"monthly":[85,400],"annual":[1020,4800]},"sourceSentences":{"monthly":"Counterculture Wealth LLC Page 8 Form ADV Part 2A Monthly Financial Planning Fee In addition to the investment management fee, CCW may charge a monthly financial planning fee ranging from $85 to $400 per month ($1,020 to $4,800 per year).","annual":"Counterculture Wealth LLC Page 8 Form ADV Part 2A Monthly Financial Planning Fee In addition to the investment management fee, CCW may charge a monthly financial planning fee ranging from $85 to $400 per month ($1,020 to $4,800 per year).","flat":"Project-Based Financial Planning Fee For project-based financial planning engagements, CCW charges a fixed fee ranging from $2,500 to $6,000, depending on the scope and complexity of the engagement."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057421","page":"https://plannerfees.com/planners/counterculture-wealth-318333/"},{"crd":339041,"name":"Counterpoint","city":"Santa Fe","state":"NM","fees":{"hourly":[300,300],"flat":[1000,2500]},"sourceSentences":{"hourly":"Hourly fees are $300 per hour.","flat":"Fixed fees range from $1,000 to $2,500."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012664","page":"https://plannerfees.com/planners/counterpoint-339041/"},{"crd":327880,"name":"Counterweight Private Wealth","city":"Wilmington","state":"NC","fees":{"flat":[2500,50000]},"sourceSentences":{"flat":"For relationships involving less assets under management, the services are offered for a fixed fee ranging from $2,500 to $50,000 based upon the nature and complexity of the client’s circumstances."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032679","page":"https://plannerfees.com/planners/counterweight-private-wealth-327880/"},{"crd":337489,"name":"Countryside Financial LLC","city":"Williamsville","state":"NY","fees":{"hourly":[250,250],"flat":[500,2500]},"sourceSentences":{"flat":"The Platinum Plan One Time Fee: $500 Ideal for young accumulators or clients with minimal complexity. 2 meetings One Time Fee: $1,500 Ideal for clients nearing retirement who are in need of a comprehensive roadmap. 3-4 meetings One Time Fee: $2,500 Ideal for clients with complex financial needs. 4-6 meetings Silver…","hourly":"Income Tax Planning For work performed on an hourly basis, we charge a fee of $250 per hour, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051688","page":"https://plannerfees.com/planners/countryside-financial-llc-337489/"},{"crd":147360,"name":"Courage Miller Partners, LLC","city":"Norfolk","state":"VA","fees":{"hourly":[200,500],"flat":[2500,10000]},"sourceSentences":{"flat":"AND CONSULTING SERVICES (STAND-ALONE) Courage Miller’s financial planning and consulting fees are negotiable but generally range from $2,500 to $10,000 on a fixed fee basis, and from $200 to $500 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the…","hourly":"AND CONSULTING SERVICES (STAND-ALONE) Courage Miller’s financial planning and consulting fees are negotiable but generally range from $2,500 to $10,000 on a fixed fee basis, and from $200 to $500 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033909","page":"https://plannerfees.com/planners/courage-miller-partners-llc-147360/"},{"crd":317137,"name":"Couric Financial","city":"Lynch Station","state":"VA","fees":{"hourly":[125,125],"monthly":[125,125]},"sourceSentences":{"hourly":"Hourly fees are $125 per hour.","monthly":"Fixed annual fees are $125/month."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002346","page":"https://plannerfees.com/planners/couric-financial-317137/"},{"crd":332257,"name":"Courtside Wealth Partners LLC","city":"Blue Bell","state":"PA","fees":{"monthly":[750,750],"annual":[9000,9000]},"sourceSentences":{"annual":"Ongoing Financial Planning 8 We charge an annual fixed fee of $9,000 ($750 per month) for Ongoing Financial Planning.","monthly":"Ongoing Financial Planning 8 We charge an annual fixed fee of $9,000 ($750 per month) for Ongoing Financial Planning."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002743","page":"https://plannerfees.com/planners/courtside-wealth-partners-llc-332257/"},{"crd":173956,"name":"Covato Capital Management, LLC","city":"Naples","state":"FL","fees":{"hourly":[50,200],"flat":[500,2000]},"sourceSentences":{"flat":"We charge fixed fees (typically ranging from $500$2,000 per engagement) and/or hourly fees (typically ranging from $50-$200 per hour) for our Financial Planning and Consulting Services.","hourly":"We charge fixed fees (typically ranging from $500$2,000 per engagement) and/or hourly fees (typically ranging from $50-$200 per hour) for our Financial Planning and Consulting Services."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026333","page":"https://plannerfees.com/planners/covato-capital-management-llc-173956/"},{"crd":114236,"name":"Cove Wealth Management","city":"Houston","state":"TX","fees":{"monthly":[1000,25000]},"sourceSentences":{"monthly":"The fees for Wealth Coordination range from $1,000 to $25,000 monthly based on complexity/client needs, and they are typically billed quarterly or monthly, in arrears."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018613","page":"https://plannerfees.com/planners/cove-wealth-management-114236/"},{"crd":305838,"name":"Covenant Capital Advisors, LLC","city":"Davenport","state":"FL","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Financial Planning and/or Consulting Fees Financial Planning and Consulting Services are offered at a rate of $100 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036910","page":"https://plannerfees.com/planners/covenant-capital-advisors-llc-305838/"},{"crd":328840,"name":"Covenant Financial Advisors, LLC","city":"Phoenix","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning and consultation services are provided for an hourly fee of $250 per hour with total financial planning and consulting fees for requested services not to exceed $5000 and shall be paid directly by the client (i.e., not billed to the client’s account)."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022955","page":"https://plannerfees.com/planners/covenant-financial-advisors-llc-328840/"},{"crd":155221,"name":"Covenant Wealth 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hourly rate."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008257","page":"https://plannerfees.com/planners/covered-bridge-financial-llc-151827/"},{"crd":326810,"name":"Covingtonalsina","city":"Jacksonville","state":"FL","fees":{"hourly":[150,500],"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000.","hourly":"The negotiated hourly fee for these services is between $150 and $500."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005905","page":"https://plannerfees.com/planners/covingtonalsina-326810/"},{"crd":325865,"name":"Cowan Capital Advisors","city":"Foster City","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Financial planning services are billed at $500 per hour, billed monthly in arrears."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002123","page":"https://plannerfees.com/planners/cowan-capital-advisors-325865/"},{"crd":174431,"name":"Cox Advisors, LLC","city":"Gilbert","state":"AZ","fees":{"hourly":[150,150],"flat":[295,2995]},"sourceSentences":{"hourly":"Services are offered based on a negotiable hourly rate of $150 per hour.","flat":"Services are offered based on a negotiable flat fee ranging between $295 and $2,995 based on the complexity of the plan and the client’s needs."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055270","page":"https://plannerfees.com/planners/cox-advisors-llc-174431/"},{"crd":117593,"name":"Cox Capital Management LLC","city":"Andover","state":"MA","fees":{"hourly":[150,350]},"sourceSentences":{"hourly":"While fees vary based on the complexity of the plan or project and the range of services we are retained to provide, our typical hourly rate ranges between $150 to $350 per hour, and fees are payable as services are performed."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012149","page":"https://plannerfees.com/planners/cox-capital-management-llc-117593/"},{"crd":110593,"name":"Coyle","city":"Glenview","state":"IL","fees":{"monthly":[50,150]},"sourceSentences":{"monthly":"Clients will pay Coyle a monthly subscription fee in advance, ranging from $50 to $150 per month based on the level of service selected."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023642","page":"https://plannerfees.com/planners/coyle-110593/"},{"crd":111701,"name":"CP Advisors, 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below."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045466","page":"https://plannerfees.com/planners/crockett-wealth-management-inc-322684/"},{"crd":333357,"name":"Croft Financial Planning","city":"Newbury","state":"NH","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Our hourly rate is $450, billed in one-minute increments."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059853","page":"https://plannerfees.com/planners/croft-financial-planning-333357/"},{"crd":152360,"name":"Cromwell Investment Advisory, LLC","city":"College Park","state":"MD","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is 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standalone financial planning services is $500 an hour.","flat":"Fixed fees for standalone financial planning services begin at $2,500."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056836","page":"https://plannerfees.com/planners/curtis-capital-advisors-330835/"},{"crd":312245,"name":"Curtis Wealth Management LLC","city":"Henderson","state":"NV","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly rate for financial planning is $250 per hour with a minimum fee of $2500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023371","page":"https://plannerfees.com/planners/curtis-wealth-management-llc-312245/"},{"crd":313497,"name":"Cushing Capital Partners, LLC","city":"Delafield","state":"WI","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"There is no minimum fee required for financial 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month, paid in advance, for Financial Planning.","hourly":"Fees are billed at $225 per hour, for engagements of narrower scope than a Comprehensive Plan."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051051","page":"https://plannerfees.com/planners/d-agaro-financial-advisory-llc-337456/"},{"crd":117833,"name":"D'arcangelo Financial Advisors, LLC","city":"Poughkeepsie","state":"NY","fees":{"hourly":[100,250],"flat":[1800,3500]},"sourceSentences":{"hourly":"While fees vary, based on the complexity of the project and the range of services we are retained to provide, our typical hourly rate ranges from $100 to $250 per hour.","flat":"Our fixed fees range from $1,800 to $3,500 for a complete plan, depending on the nature and complexity of each client’s 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of services rendered, and is typically associated with financial consulting services."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002231","page":"https://plannerfees.com/planners/d-w-financial-consultants-llc-149395/"},{"crd":323020,"name":"D&s Wealth Management Group","city":"North Potomac","state":"MD","fees":{"hourly":[100,350],"flat":[1000,10000]},"sourceSentences":{"flat":"Financial planning and consulting services are offered for a fixed fee ranging from $1,000 to $10,000 or on an hourly rate ranging from $100 to $350 per hour.","hourly":"Financial planning and consulting services are offered for a fixed fee ranging from $1,000 to $10,000 or on an hourly rate ranging from $100 to $350 per 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Inc.","city":"Polo","state":"IL","fees":{"hourly":[100,200]},"sourceSentences":{"hourly":"B) Hourly Charges $200.00/hour $100.00/hour $50.00/hour Account Manager Associate Account Manager Clerical and Administrative C) Fixed Fee Negotiated flat fee services are available for Client's having large positions of stock/stock options with her/her/employer, 401K, and discretionary account(s) with DFSI."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019199","page":"https://plannerfees.com/planners/dahl-financial-services-inc-123077/"},{"crd":297987,"name":"Dakota Wealth, LLC","city":"Palm Beach Gardens","state":"FL","fees":{"flat":[5000,25000]},"sourceSentences":{"flat":"Dakota Wealth Management offers stand-alone financial planning services for a fixed fee, typically ranging from $5,000 to $25,000 per 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fee of $300 per hour.","flat":"FINANCAIL PLANNING FEES Financial Planning Services are offered based on a flat fee between $750 and $3,000."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044083","page":"https://plannerfees.com/planners/daly-investment-management-llc-149980/"},{"crd":154906,"name":"Daniel Financial Group, Inc.","city":"Little Rock","state":"AR","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The non-negotiable hourly fee is $150/ hour and is paid after the consultations."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012471","page":"https://plannerfees.com/planners/daniel-financial-group-inc-154906/"},{"crd":130943,"name":"Daniel Goldstein, CFP","city":"Centerport","state":"NY","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"The fee charged is currently $225 per 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hour."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030469","page":"https://plannerfees.com/planners/darby-wealth-planning-llc-300291/"},{"crd":130230,"name":"Darda Financial","city":"Winston-salem","state":"NC","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The billing rate for these services is $150 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=972965","page":"https://plannerfees.com/planners/darda-financial-130230/"},{"crd":294926,"name":"Darden Wealth Group","city":"Ann Arbor","state":"MI","fees":{"hourly":[400,400],"quarterly":[1500,25000],"annual":[5000,5000]},"sourceSentences":{"quarterly":"The flat fee can range from $1,500 to $25,000 per quarter, depending on the complexity of planning needs and services required.","hourly":"Hourly We charge $400 an hour for hourly work.","annual":"Minimum fee of $5,000 annually."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014759","page":"https://plannerfees.com/planners/darden-wealth-group-294926/"},{"crd":343678,"name":"Daring Greatly Wealth","city":"Scottsdale","state":"AZ","fees":{"hourly":[400,400],"flat":[2500,2500],"monthly":[500,500]},"sourceSentences":{"flat":"Ongoing Financial Planning DGW collects an initial fee of $2,500.","hourly":"Our hourly rate is $400.","monthly":"All fees are billed monthly in advance, with the exception of Hourly Financial Life Planning, which is billed as accrued.​ ●​ One-on-One Financial Coaching (six-month engagement, including twelve semi-monthly meetings): ○​ $1,500 upfront ○​ $500 per month ●​ Hourly Financial Life Planning: ○​ $250 per session ●​…"},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056218","page":"https://plannerfees.com/planners/daring-greatly-wealth-343678/"},{"crd":156501,"name":"Dark Horse LLC","city":"Katy","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Dark Horse offers financial consulting services on an hourly basis at a rate of $200 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017060","page":"https://plannerfees.com/planners/dark-horse-llc-156501/"},{"crd":159999,"name":"Dark Horse Wealth LLC","city":"Cazenovia","state":"NY","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"DHW’ hourly fee rate is $150 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029562","page":"https://plannerfees.com/planners/dark-horse-wealth-llc-159999/"},{"crd":310324,"name":"Darrell Capital Management, LLC","city":"Rolling Hills Estates","state":"CA","fees":{"hourly":[500,500],"flat":[750,25000],"monthly":[250,7500]},"sourceSentences":{"flat":"Financial planning and consulting services are offered for a fixed fee between $750 and $25,000 based on complexity and unique Client needs.","monthly":"The monthly fee is between $250 and $7,500 per month based on complexity of the Client’s situation.","hourly":"Ad hoc financial planning services are offered for an hourly fee of $500 per hour."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053780","page":"https://plannerfees.com/planners/darrell-capital-management-llc-310324/"},{"crd":166585,"name":"Darwin Wealth Management","city":"Tampa","state":"FL","fees":{"hourly":[150,150],"flat":[750,1500]},"sourceSentences":{"hourly":"Our hourly fee is $150 per hour and our fixed fee ranges from $750 - $1,500.","flat":"Our hourly fee is $150 per hour and our fixed fee ranges from $750 - $1,500."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015500","page":"https://plannerfees.com/planners/darwin-wealth-management-166585/"},{"crd":269974,"name":"Das Wealth Management","city":"Orlando","state":"FL","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Compensation – Financial Planning DAS generally charges a separate fee for financial planning services @ $100.00 per hour."},"brochureDate":"4/21/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=396868","page":"https://plannerfees.com/planners/das-wealth-management-269974/"},{"crd":316445,"name":"Datapoint Financial Planning, LLC","city":"Canton","state":"GA","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"All hourly financial planning engagements are billed at the then current hourly rate, which is $375 per hour as of 8/3/2026."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053691","page":"https://plannerfees.com/planners/datapoint-financial-planning-llc-316445/"},{"crd":219513,"name":"Davenport Wealth Advisors","city":"Castro Valley","state":"CA","fees":{"flat":[20000,20000]},"sourceSentences":{"flat":"To the extent that a client does not wish to retain DWA for portfolio management services, DWA may offer such client a comprehensive financial planning consultation for a one time negotiable fee of $20,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019311","page":"https://plannerfees.com/planners/davenport-wealth-advisors-219513/"},{"crd":131673,"name":"David B. Patston, CPA, Cfa","city":"Denver","state":"CO","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Hourly rates vary between $150.00 and $300.00 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016003","page":"https://plannerfees.com/planners/david-b-patston-cpa-cfa-131673/"},{"crd":281182,"name":"David N. Hainsworth, C.P.A., P.C.","city":"Fairfax","state":"VA","fees":{"hourly":[440,440],"flat":[5000,11200]},"sourceSentences":{"hourly":"The non- negotiable hourly fee for these services is $440.","flat":"The negotiable fixed rate for creating client financial plans is between $5,000 and $11,200."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=975947","page":"https://plannerfees.com/planners/david-n-hainsworth-c-p-a-p-c-281182/"},{"crd":317778,"name":"David Thomas,cpa,esq., PC","city":"San Diego","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $300 per hour."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999786","page":"https://plannerfees.com/planners/david-thomas-cpa-esq-pc-317778/"},{"crd":341120,"name":"David Zbonski, LLC","city":"Maryville","state":"TN","fees":{"flat":[500,3500]},"sourceSentences":{"flat":"Clients who engage the Advisor for estate planning services through the third-party platform will incur a one-time fixed fee ranging from $500 to $3,500, payable to the Advisor."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020021","page":"https://plannerfees.com/planners/david-zbonski-llc-341120/"},{"crd":173609,"name":"David's Planning Services, LLC","city":"Eastchester","state":"NY","fees":{"hourly":[175,250],"flat":[500,5000]},"sourceSentences":{"hourly":"The hourly rate will be between $175-$250 per hour, depending upon the length and complexity of the engagement.","flat":"The flat fee will range from $500 to $5000 based on the specific services and are negotiable."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002735","page":"https://plannerfees.com/planners/david-s-planning-services-llc-173609/"},{"crd":166794,"name":"Davidov Wealth Group, LLC","city":"Garden City","state":"NY","fees":{"hourly":[350,600]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $350 and $600."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053558","page":"https://plannerfees.com/planners/davidov-wealth-group-llc-166794/"},{"crd":153227,"name":"Davidson Wealth Management LLC","city":"Forked River","state":"NJ","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"hourly":"In special circumstances it may be offered on an hourly basis at a rate of $250.00 per hour, depending on the nature of the specified services.","flat":"The fixed fee can range between $1,000.00 - $10,000.00."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048425","page":"https://plannerfees.com/planners/davidson-wealth-management-llc-153227/"},{"crd":139764,"name":"Davies Financial Advisors, Inc.","city":"Murrieta","state":"CA","fees":{"hourly":[250,500],"flat":[7500,150000]},"sourceSentences":{"hourly":"This negotiable rate ranges from $250 to $500 per hour.","flat":"Fixed fees typically range from $7,500 to $150,000 per engagement, are normally agreed to for one year, then renegotiated and agreed to for future periods."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031854","page":"https://plannerfees.com/planners/davies-financial-advisors-inc-139764/"},{"crd":143410,"name":"Davis Financial Management, Inc.","city":"Overland Park","state":"KS","fees":{"hourly":[200,200],"flat":[1500,8000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $1,500 to $8,000.","hourly":"Fixed fees are quoted to a client based on an estimate of the time required to complete the service (at DFM's standard hourly rate of $200) and will depend on the nature and complexity of each client's circumstances."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026805","page":"https://plannerfees.com/planners/davis-financial-management-inc-143410/"},{"crd":318783,"name":"Davis Investment Partners, LLC","city":"Charlotte","state":"NC","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee engagements for this service range from $1,000 to $10,000."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003476","page":"https://plannerfees.com/planners/davis-investment-partners-llc-318783/"},{"crd":285952,"name":"Davis Private Wealth, LLC","city":"Royal Palm Beach","state":"FL","fees":{"hourly":[100,400],"flat":[2500,10000],"monthly":[200,2000]},"sourceSentences":{"hourly":"With the hourly option, the fee is based on the actual time spent and billed in 15-minute increments between $100$400 per hour.","flat":"A flat fixed fee project may be charged within a range of $2,500 - $10,000 depending on the complexity and scope of services requested, as a one-time fee or on-going.","monthly":"For client(s) who require on-going financial planning needs, we charge a monthly retainer ranging from $200–$2,000 depending on complexity."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049565","page":"https://plannerfees.com/planners/davis-private-wealth-llc-285952/"},{"crd":287736,"name":"Davis Wealth Advisors","city":"Salem","state":"NH","fees":{"hourly":[300,300],"flat":[6000,20000],"quarterly":[3750,15000],"annual":[15000,60000]},"sourceSentences":{"flat":"The fee for financial planning ranges from $6,000 - $20,000 based on a client’s service needs and planning complexity.","quarterly":"We charge a minimum annual fee in the amount of $15,000, or $3,750 per quarter, for wealth 8 management services for clients whose combined assets under our management and financial planning fee would fall below this fee amount.","hourly":"Our hourly fee is $300.","annual":"For clients in need of ongoing financial planning, we offer a retainer-based solution that ranges from $15,000 - $60,000 annually, with a minimum fee of $15,000 per year."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046875","page":"https://plannerfees.com/planners/davis-wealth-advisors-287736/"},{"crd":121053,"name":"Davis Wealth Management, LLC","city":"Richfield","state":"OH","fees":{"hourly":[150,300],"flat":[300,20000]},"sourceSentences":{"hourly":"Fees may be based on an hourly charge ranging from $150 to $300 per hour.","flat":"Fixed fees range from $300 to $20,000."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041178","page":"https://plannerfees.com/planners/davis-wealth-management-llc-121053/"},{"crd":286575,"name":"Davis, Davis and Conover Wealth Management, LLC","city":"Nashville","state":"TN","fees":{"hourly":[250,250],"flat":[1500,5000]},"sourceSentences":{"flat":"Type of Fee Fixed Fee Fee $1,500 to $5,000 The fee charged will be based upon the complexity of the plan.","hourly":"Upon termination, We should receive payment for all fees and expenses We have earned at the time of termination based on a rate of $250 an hour."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022602","page":"https://plannerfees.com/planners/davis-davis-and-conover-wealth-management-llc-286575/"},{"crd":312098,"name":"Dawson Investment Management","city":"Walnut Creek","state":"CA","fees":{"hourly":[1000,1000]},"sourceSentences":{"hourly":"Dawson Inv Mng offers financial planning services at an hourly rate of $1,000 per hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017524","page":"https://plannerfees.com/planners/dawson-investment-management-312098/"},{"crd":290436,"name":"Daxmar Advisors","city":"Buford","state":"GA","fees":{"flat":[1500,1500],"quarterly":[500,500]},"sourceSentences":{"quarterly":"Current minimum fees are $ 500 per quarter up to 4 hours and individual financial planning fees are $1,500 for 8 hours of personalized consulting.","flat":"Current minimum fees are $ 500 per quarter up to 4 hours and individual financial planning fees are $1,500 for 8 hours of personalized consulting."},"brochureDate":"2/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007272","page":"https://plannerfees.com/planners/daxmar-advisors-290436/"},{"crd":322844,"name":"Daybreak Wealth, LLC","city":"Hinsdale","state":"IL","fees":{"annual":[9000,9000]},"sourceSentences":{"annual":"Daybreak’s tiers are as follows:  Tier 1 - $9,000 / Year This tier is intended for clients with $500,000 – $1.49M of investable assets."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021362","page":"https://plannerfees.com/planners/daybreak-wealth-llc-322844/"},{"crd":320878,"name":"Daymark Wealth Partners, LLC","city":"Cincinnati","state":"OH","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007093","page":"https://plannerfees.com/planners/daymark-wealth-partners-llc-320878/"},{"crd":155645,"name":"DB & C Advisors, LLC","city":"Holland","state":"MI","fees":{"hourly":[220,220]},"sourceSentences":{"hourly":"These fees are negotiable, but are generally $220 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058227","page":"https://plannerfees.com/planners/db-c-advisors-llc-155645/"},{"crd":111203,"name":"Dba Generational Wealth Strategies","city":"Irvine","state":"CA","fees":{"hourly":[350,350],"flat":[2500,50000],"monthly":[1000,1000]},"sourceSentences":{"monthly":"A minimum of $1,000,000 of assets under management is required for this service and the minimum fee is $1,000.00 per month.","flat":"Our Financial Planning fees are normally calculated and charged on a fixed fee basis, typically ranging from $2,500 to $50,000, depending on the specific arrangement reached with the client, the complexity of each client's situation, the extent of the work required and the need for other advisors and consultants,…","hourly":"Our Financial Planning fees may also be calculated and charged on an hourly basis at $350 per hour. 11 Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004391","page":"https://plannerfees.com/planners/dba-generational-wealth-strategies-111203/"},{"crd":136244,"name":"Dba Joseph Fodera","city":"Lynnfield","state":"MA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Managed accounts under $10,000.00 in assets - $150.00/fixed annual fee Managed accounts over $10,000.00 in assets - 1.5% of assets/year Advisory Consultation Service fees not included in the above fees: $150.00/hour of consultation Fees are non-negotiable Payments of these are not deducted from the client’s assets."},"brochureDate":"9/25/2019","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=594911","page":"https://plannerfees.com/planners/dba-joseph-fodera-136244/"},{"crd":289985,"name":"Dba Seaside Financial & Insurance Services","city":"Carlsbad","state":"CA","fees":{"hourly":[65,400],"quarterly":[1406,1406],"annual":[200,12000]},"sourceSentences":{"quarterly":"The quarterly fee would be $1,406.25, billed in arrears based on quarterend values.","annual":"Typical fixed fees range from $200 to $12,000 annually, depending on complexity and scope.","hourly":"Hourly rates used to calculate fixed fees range from $65 to $400 per hour, based on the experience level of the advisory professional performing the work."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046794","page":"https://plannerfees.com/planners/dba-seaside-financial-insurance-services-289985/"},{"crd":170688,"name":"DBK Financial Counsel, LLC","city":"Cuyahoga Falls","state":"OH","fees":{"hourly":[295,295]},"sourceSentences":{"hourly":"The hourly fee for these services is $295."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010085","page":"https://plannerfees.com/planners/dbk-financial-counsel-llc-170688/"},{"crd":328758,"name":"DBM Planning, LLC","city":"Mt. Kisco","state":"NY","fees":{"flat":[2000,5000]},"sourceSentences":{"flat":"The fixed fee can range between $2,000.00 and $5,000.00, depending on how many financial planning topics (described above in Item 4) are to be covered."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009733","page":"https://plannerfees.com/planners/dbm-planning-llc-328758/"},{"crd":310957,"name":"DCG Wealth Management","city":"Estes Park","state":"CO","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The fixed fee will be billed at an hourly rate​ ​of $350."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045213","page":"https://plannerfees.com/planners/dcg-wealth-management-310957/"},{"crd":154944,"name":"Ddo Advisory Services, LLC","city":"Rhinebeck","state":"NY","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our hourly rate for financial planning services is $300."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026746","page":"https://plannerfees.com/planners/ddo-advisory-services-llc-154944/"},{"crd":168178,"name":"De Groote Financial Group, LLC","city":"Thousand Oaks","state":"CA","fees":{"hourly":[1000,1000],"flat":[25000,25000]},"sourceSentences":{"flat":"Flat fees will not exceed $25,000.","hourly":"Hourly fees will not exceed $1,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018868","page":"https://plannerfees.com/planners/de-groote-financial-group-llc-168178/"},{"crd":341027,"name":"De Vries Asset Management, LLC","city":"Encinitas","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The fee for a financial plan is $500 an hour and are NEGOTIABLE."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041949","page":"https://plannerfees.com/planners/de-vries-asset-management-llc-341027/"},{"crd":337314,"name":"Deaj Insurance and Investments Consulting","city":"Flower Mound","state":"TX","fees":{"hourly":[250,400],"flat":[400,400]},"sourceSentences":{"flat":"The Goal Specific/Non-comprehensive financial plan is priced at $400.00 for every hour spent by the Firm and/or its IAR, and Other Non-goal specific services are priced at $400.00 per hour on the first talk and/or presentation and $250.00 per hour on follow-up talks and/or presentations on the same subject matter.","hourly":"The Goal Specific/Non-comprehensive financial plan is priced at $400.00 for every hour spent by the Firm and/or its IAR, and Other Non-goal specific services are priced at $400.00 per hour on the first talk and/or presentation and $250.00 per hour on follow-up talks and/or presentations on the same subject matter."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051564","page":"https://plannerfees.com/planners/deaj-insurance-and-investments-consulting-337314/"},{"crd":340949,"name":"Dean Davis Wealth LLC","city":"Edmond","state":"OK","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"- 11 - FIXED FEES Financial Planning Services are offered based on a flat fee between $500 and $5,000."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050561","page":"https://plannerfees.com/planners/dean-davis-wealth-llc-340949/"},{"crd":109480,"name":"Dean Roland Russell, LLC","city":"San Diego","state":"CA","fees":{"hourly":[100,400],"flat":[2000,10000]},"sourceSentences":{"hourly":"For these special projects or consulting services, fees are based on expected service time and hourly fees ranging from $100 to $400 per hour.","flat":"These projects generally range from $2,000 to $10,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019369","page":"https://plannerfees.com/planners/dean-roland-russell-llc-109480/"},{"crd":172563,"name":"Dean Wealth Management, LLC","city":"Lindale","state":"TX","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"flat":"The most common circumstance is to pay $2,500 for planning which includes the production of a financial 5 planning workbook, implementation action steps, and a web-based model for tracking forward progress.","hourly":"Hourly fees are based on $250 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027544","page":"https://plannerfees.com/planners/dean-wealth-management-llc-172563/"},{"crd":115879,"name":"Dean, Jacobson Financial Services","city":"Fort Worth","state":"TX","fees":{"hourly":[75,350],"flat":[1500,20000]},"sourceSentences":{"flat":"A planning, clients are charged a fixed fee that ranges from $1,500 to $20,000 for initial setup.","hourly":"Modular services that are not set up on a fixed fee and for services that are not covered in the signed Client Agreement will be billed at an hourly rate that ranges from $75 to $350."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023619","page":"https://plannerfees.com/planners/dean-jacobson-financial-services-115879/"},{"crd":128277,"name":"Debanyfinancial Group, LLC","city":"Tarrytown","state":"NY","fees":{"hourly":[250,250],"flat":[1500,1500]},"sourceSentences":{"hourly":"The hourly charge will be $ 250.00 per hour.  Fixed Fees: $1,500 depending upon the complexity of the plan.","flat":"The hourly charge will be $ 250.00 per hour.  Fixed Fees: $1,500 depending upon the complexity of the plan."},"brochureDate":"2/12/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=92819","page":"https://plannerfees.com/planners/debanyfinancial-group-llc-128277/"},{"crd":145073,"name":"Decision Investments, Inc.","city":"San Diego","state":"CA","fees":{"hourly":[200,200],"flat":[1500,1500]},"sourceSentences":{"hourly":"Financial Planning & Consulting Services For financial planning and consulting services only to be rendered, without advisory services, we charge an hourly rate of $200 per hour or a fixed fee in the range of $1,500 ~ $5,000 depending upon the nature and complexity of your financial situation and the advice you seek.","flat":"Financial Planning & Consulting Services For financial planning and consulting services only to be rendered, without advisory services, we charge an hourly rate of $200 per hour or a fixed fee in the range of $1,500 ~ $5,000 depending upon the nature and complexity of your financial situation and the advice you seek."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019406","page":"https://plannerfees.com/planners/decision-investments-inc-145073/"},{"crd":296988,"name":"Decisionpoint Financial, LLC","city":"Mesa","state":"AZ","fees":{"hourly":[150,300],"flat":[2000,15000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $15,000 on a fixed fee basis, and from $150 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $15,000 on a fixed fee basis, and from $150 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056517","page":"https://plannerfees.com/planners/decisionpoint-financial-llc-296988/"},{"crd":284281,"name":"Decker Retirement Planning Inc.","city":"Lehi","state":"UT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The onetime financial planning fee is based upon our estimate of the time to complete your plan at our hourly rate of $250 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027824","page":"https://plannerfees.com/planners/decker-retirement-planning-inc-284281/"},{"crd":150094,"name":"Decker Wealth Management, LLC","city":"Nashville","state":"TN","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $1,000 to $10,000 on a fixed-fee basis, depending upon the level and scope of the services and the professional rendering of the financial planning and/or the consulting services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028494","page":"https://plannerfees.com/planners/decker-wealth-management-llc-150094/"},{"crd":177523,"name":"Dedora Capital, Inc.","city":"Napa","state":"CA","fees":{"hourly":[150,250],"flat":[1500,10000]},"sourceSentences":{"hourly":"Our hourly fees are $250 for Certified Financial Planner, $150 per hour for Financial Advisors.","flat":"Flat fees generally range from $1,500 to $10,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026216","page":"https://plannerfees.com/planners/dedora-capital-inc-177523/"},{"crd":315845,"name":"Deem Asset Management","city":"Uniontown","state":"OH","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"The firm charges $125 an hour for consulting services after an initial consultation."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033927","page":"https://plannerfees.com/planners/deem-asset-management-315845/"},{"crd":284864,"name":"Deep Roots Capital","city":"Harrison","state":"AR","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Consulting services will also be billed at a rate of $150 per hour, billed in one-hour increments with a minimum of one hour of consulting."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009929","page":"https://plannerfees.com/planners/deep-roots-capital-284864/"},{"crd":104964,"name":"Deerfield","city":"Indianapolis","state":"IN","fees":{"hourly":[400,400],"flat":[1500,6000],"annual":[2500,15000]},"sourceSentences":{"annual":"The fixed fee component ranges typically between $2,500 and $15,000 annually depending on the client’s financial planning needs, non-management account consulting needs and the Deerfield Financial Advisors professional working with the client.","hourly":"Deerfield Financial Advisors, Inc. 14 Disclosure Brochure Hourly Rates Fees for financial planning services are billed at an hourly rate of $400.","flat":"Fixed fees typically range from $1,500 to $6,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013718","page":"https://plannerfees.com/planners/deerfield-104964/"},{"crd":301187,"name":"Deeringer Wealth Management, LLC","city":"Sacramento","state":"CA","fees":{"hourly":[300,350],"flat":[2000,2000]},"sourceSentences":{"hourly":"Section 5(A) – Financial Planning or Consulting Service Fees – the hourly rate for financial planning or consulting services increased from $300 per hour to $350 per hour as of 2/28/2026. 2.","flat":"Fixed fee arrangements vary, but typically range from $2,000‐7,000 for basic financial planning services, including construction and delivery of most financial plans."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016317","page":"https://plannerfees.com/planners/deeringer-wealth-management-llc-301187/"},{"crd":153818,"name":"Deeter Advisory Group, LLC","city":"Terrace Park","state":"OH","fees":{"hourly":[250,250],"flat":[1000,1000]},"sourceSentences":{"flat":"The fee for financial planning is negotiated at the time of the engagement, and is either a fixed fee of $1,000 or an hourly fee of $250, with the number of hours based on the complexity of the client’s circumstances.","hourly":"The fee for financial planning is negotiated at the time of the engagement, and is either a fixed fee of $1,000 or an hourly fee of $250, with the number of hours based on the complexity of the client’s circumstances."},"brochureDate":"6/2/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=886827","page":"https://plannerfees.com/planners/deeter-advisory-group-llc-153818/"},{"crd":305227,"name":"Defender Asset Management LLC","city":"Evanston","state":"IL","fees":{"hourly":[125,125],"flat":[1500,30000]},"sourceSentences":{"flat":"For certain clients the Advisor will prepare a financial plan for a flat fee which may typically range from $1,500 to $30,000 or more, plus expenses.","hourly":"The fee is typically $125/hour and is agreed upon in writing prior to the work being performed."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026609","page":"https://plannerfees.com/planners/defender-asset-management-llc-305227/"},{"crd":159607,"name":"Defender Capital","city":"Charlotte","state":"NC","fees":{"hourly":[300,300],"flat":[1000,25000]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $300 per hour but may be negotiated in advance.","flat":"Defender may charge a fixed fee for comprehensive financial planning services ranging from $1,000 to $25,000 per plan, depending on the scope and complexity of the services performed, as contracted with client in advance."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004540","page":"https://plannerfees.com/planners/defender-capital-159607/"},{"crd":309626,"name":"Defiant Capital Group","city":"Warrendale","state":"PA","fees":{"flat":[5000,45000],"annual":[8000,100000]},"sourceSentences":{"annual":"Fees for Ongoing Services generally range from $8,000 to $100,000 annually, depending on the scope and complexity of the engagement, the Client’s needs and circumstances, and the resources required to provide the agreed-upon services.","flat":"The fixed fee can typically range between $5,000.00 and $45,000.00, depending on complexity and the needs of the client."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055353","page":"https://plannerfees.com/planners/defiant-capital-group-309626/"},{"crd":286648,"name":"Define Financial, LLC","city":"San Diego","state":"CA","fees":{"hourly":[500,500],"flat":[20000,50000],"annual":[20000,50000]},"sourceSentences":{"annual":"For ongoing services, we generally charge an ongoing flat annual fee that is paid monthly, quarterly, or semi-annually in advance, and that ranges between $20,000 to $50,000 per year.","flat":"The flat fee generally ranges between $20,000 and $50,000, and we generally charge the entirety of the flat fee at the beginning of the financial planning engagement.​ ​ Alternatively, a client may request that half of the fee be due at the beginning of the engagement, with the remainder due at the completion of work.","hourly":"In consideration of separate financial planning coaching sessions, Domain Money will typically charge pursuant to an hourly rate of $500 due at the time of scheduling the coaching session."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026971","page":"https://plannerfees.com/planners/define-financial-llc-286648/"},{"crd":317360,"name":"Defined Capital LLC","city":"Oak Brook","state":"IL","fees":{"hourly":[250,250],"flat":[1000,2500],"annual":[600,2500]},"sourceSentences":{"flat":"Full Financial Plan Full Financial Plan services are offered on a fixed fee basis ranging from $ 1,000 to $2,500.","hourly":"Consultation Services Hourly Consultation Services are offered based on an hourly fee of $250 per hour.","annual":"Ongoing Financial Planning Services Ongoing Financial Planning Services are offered based on a fixed fee of $600 to $2,500 annually."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007383","page":"https://plannerfees.com/planners/defined-capital-llc-317360/"},{"crd":299537,"name":"Defining Legacy Advisors","city":"Greensboro","state":"NC","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"The fixed fee will be between $500 and $10,000, depending on complexity and the needs of the client."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030404","page":"https://plannerfees.com/planners/defining-legacy-advisors-299537/"},{"crd":332192,"name":"Degreen Private Wealth, LLC","city":"Scottsdale","state":"AZ","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Flat fees range from $2,500 to $10,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017594","page":"https://plannerfees.com/planners/degreen-private-wealth-llc-332192/"},{"crd":148260,"name":"Del Gallo Financial Services, LLC","city":"Avon","state":"CT","fees":{"hourly":[125,350],"flat":[1000,30000]},"sourceSentences":{"flat":"As a fixed speaker fee, typically ranging from $1000 to $30,000, depending on the nature and complexity of the topic covered, the number of individuals attending the seminar or workshop, and upon mutual agreement with the client. 2.","hourly":"On an hourly basis, ranging from $125 to $350 per hour, depending on the nature and complexity of the topic covered, the number of individuals attending the seminar or workshop, and upon mutual agreement with the client."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053367","page":"https://plannerfees.com/planners/del-gallo-financial-services-llc-148260/"},{"crd":174935,"name":"Del Principe O'brien Financial Advisors","city":"Indianapolis","state":"IN","fees":{"hourly":[110,450]},"sourceSentences":{"hourly":"Current hourly rates range from $110 to $450. 6 Del Principe | O’Brien Financial Advisors Hourly Services DOFA provides consulting services in connection with personal financial matters."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020912","page":"https://plannerfees.com/planners/del-principe-o-brien-financial-advisors-174935/"},{"crd":326933,"name":"Delaware Advisory Group, Inc.","city":"Wilmington","state":"DE","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $350 per hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021255","page":"https://plannerfees.com/planners/delaware-advisory-group-inc-326933/"},{"crd":160020,"name":"Delaware Avenue Advisors Inc.","city":"Buffalo","state":"NY","fees":{"hourly":[90,150],"flat":[500,2500],"annual":[2500,2500]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $2,500.","annual":"ERISA Fiduciary service fees can also be in that range, but can exceed $2,500 per annum based on the number and type of Fiduciary services being provided.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $90 -$150."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051228","page":"https://plannerfees.com/planners/delaware-avenue-advisors-inc-160020/"},{"crd":324394,"name":"Delaware Financial Planning, LLC","city":"Newark","state":"DE","fees":{"hourly":[450,450],"flat":[4000,8000],"annual":[5400,9000]},"sourceSentences":{"annual":"Annual fees generally range from $5,400 to $9,000 and are billed monthly in advance.","flat":"Fixed fees generally range from $4,000 to $8,000, with most clients paying approximately $5,000 to $6,500.","hourly":"The current hourly rate is $450."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055067","page":"https://plannerfees.com/planners/delaware-financial-planning-llc-324394/"},{"crd":306818,"name":"Delaware Wealth Planners","city":"Wilmington","state":"DE","fees":{"hourly":[100,400]},"sourceSentences":{"hourly":"These negotiated fees can range from $100 to $400 an hour depending upon the complexity of the plan."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053102","page":"https://plannerfees.com/planners/delaware-wealth-planners-306818/"},{"crd":334043,"name":"Deleon Wealth LLC","city":"Kennewick","state":"WA","fees":{"hourly":[200,200],"flat":[5000,10000],"quarterly":[9250,9250]},"sourceSentences":{"quarterly":"This would result in a total quarterly fee of $9,250.","flat":"Services are offered based on a flat fee between $5,000 and $10,000.","hourly":"The hourly fee for calculating these services is $200."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057607","page":"https://plannerfees.com/planners/deleon-wealth-llc-334043/"},{"crd":285661,"name":"Deliberate Finances","city":"New Orleans","state":"LA","fees":{"flat":[500,10000],"monthly":[350,1500],"annual":[2000,2000]},"sourceSentences":{"monthly":"Ongoing fees are paid monthly, in arrears, at a rate between $350 - $1,500 per month depending on complexity of the individual client’s needs.","flat":"The fixed fee can range between $500 and $10,000.","annual":"Typically the minimum annual fee for Retirement Plan Consulting Services is $2,000."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055171","page":"https://plannerfees.com/planners/deliberate-finances-285661/"},{"crd":340396,"name":"Deliberate Wealth","city":"Advance","state":"NC","fees":{"flat":[9000,9000],"annual":[3000,3000]},"sourceSentences":{"flat":"The annual fee for Ongoing Financial Planning services typically begins at $9,000, though the total cost is customized based on the specific scope of the engagement.","annual":"In certain cases, DW may offer Ongoing Financial Planning to children of current advisory Clients for a reduced annual fee of $3,000."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049905","page":"https://plannerfees.com/planners/deliberate-wealth-340396/"},{"crd":297975,"name":"Deller Wealth Management LLC","city":"Royal Oak","state":"MI","fees":{"flat":[250,10000],"monthly":[500,500],"annual":[6000,6000]},"sourceSentences":{"annual":"Wealth Management Services are offered starting at $6,000 per year and the fee is negotiable at the discretion of the advisor.","monthly":"Clients with less than $480,000 in assets under management will be billed monthly, on or around the first of each month, at a rate of $500 per month.","flat":"The fixed fee can range between $250 $10,000 depending on the scope of the engagement and needs of the client."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017795","page":"https://plannerfees.com/planners/deller-wealth-management-llc-297975/"},{"crd":304593,"name":"Delphi Advisers","city":"Vancouver","state":"WA","fees":{"hourly":[400,400],"flat":[1500,6000]},"sourceSentences":{"flat":"The fee for the comprehensive financial plan will range between $1500 - $6000 and is calculated using an hourly rate of $400 per hour.","hourly":"The fee for the comprehensive financial plan will range between $1500 - $6000 and is calculated using an hourly rate of $400 per hour."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008203","page":"https://plannerfees.com/planners/delphi-advisers-304593/"},{"crd":268825,"name":"Delphi Wealth Partners","city":"Grand Junction","state":"CO","fees":{"flat":[750,15000]},"sourceSentences":{"flat":"The fee is a negotiable flat fee of $750 to $15,000 based on the complexity of the engagement."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056305","page":"https://plannerfees.com/planners/delphi-wealth-partners-268825/"},{"crd":122092,"name":"Delta Financial Advisors, L.L.C.","city":"Metairie","state":"LA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"If you wish to terminate the contract between the fifth day after signing and the end of the quarter, you may be charged a setup fee which will be based on the hours involved billed at $200.00 per hour."},"brochureDate":"7/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052440","page":"https://plannerfees.com/planners/delta-financial-advisors-l-l-c-122092/"},{"crd":330238,"name":"Delta Financial Advisory","city":"Meridian","state":"ID","fees":{"hourly":[150,150],"annual":[2000,2000]},"sourceSentences":{"hourly":"Delta Financial may also charge a separate financial planning fee of $150 per hour for services provided during client onboarding or for non‑routine, additional, or major changes requested by the client, or as required by Delta Financial to fulfill its fiduciary obligations.","annual":"The firm’s typical retainer begins at $2,000 on a fixed fee basis and/or from $200 to $300 on an hourly rate basis, dependent on the complexity and scope of a project."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004214","page":"https://plannerfees.com/planners/delta-financial-advisory-330238/"},{"crd":343139,"name":"Deltax Capital LLC","city":"Summerville","state":"SC","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"DeltaX offers standalone financial planning and consulting services at an hourly rate of $350."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058689","page":"https://plannerfees.com/planners/deltax-capital-llc-343139/"},{"crd":306542,"name":"Demauriac LLC","city":"New Orleans","state":"LA","fees":{"hourly":[500,1500],"monthly":[208,208]},"sourceSentences":{"hourly":"The hourly fee for these services is between $500 and $1,500.","monthly":"Monthly fee = (Annual fee/ 12) x amount of assets under management equates to $208.33 monthly fee = (0.50 / 12) x $500,000."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005730","page":"https://plannerfees.com/planners/demauriac-llc-306542/"},{"crd":148752,"name":"Demers Financial Planning","city":"North Andover","state":"MA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"Fees start at $10,000 per year, payable quarterly."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019518","page":"https://plannerfees.com/planners/demers-financial-planning-148752/"},{"crd":319002,"name":"Demland Wealth LLC","city":"Defiance","state":"OH","fees":{"hourly":[200,200],"flat":[500,15000],"annual":[12000,12000]},"sourceSentences":{"flat":"Financial Planning ●​ Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $500 $15,000 and an ongoing annual fee of $12,000.00.","annual":"Financial Planning ●​ Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $500 $15,000 and an ongoing annual fee of $12,000.00.","hourly":"In the event of early termination before the upfront fee has been earned, the fee will be prorated; any prepaid but unearned fees will be refunded, or unpaid earned fees will be billed. ●​ Hourly Financial Planning - Financial Planning engagements are offered at the rate of $200 per hour."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018381","page":"https://plannerfees.com/planners/demland-wealth-llc-319002/"},{"crd":172311,"name":"Demma-Novak Wealth Management","city":"Dayton","state":"OH","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"DWM may also provide WMS on a project or hourly basis at the rate of $300.00 per hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011781","page":"https://plannerfees.com/planners/demma-novak-wealth-management-172311/"},{"crd":120106,"name":"Demming Financial Services Corp.","city":"Aurora","state":"OH","fees":{"hourly":[50,200],"flat":[500,1500]},"sourceSentences":{"hourly":"These fees are largely determined by the scope and complexity of the agreed upon services and range from $50 to $200 on an hourly basis and $500 to $1,500 on a fixed fee basis.","flat":"These fees are largely determined by the scope and complexity of the agreed upon services and range from $50 to $200 on an hourly basis and $500 to $1,500 on a fixed fee basis."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058191","page":"https://plannerfees.com/planners/demming-financial-services-corp-120106/"},{"crd":153323,"name":"Denali Wealth Management, Inc.","city":"Mequon","state":"WI","fees":{"hourly":[150,500],"monthly":[100,100]},"sourceSentences":{"hourly":"The hourly rate ranges from $150 to $500 depending on the complexity and nature of the project.","monthly":"Standard Record keeping fees are assessed monthly for retirement planning advice at a standard rate of $100 per month and $1 per plan participant per month."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021302","page":"https://plannerfees.com/planners/denali-wealth-management-inc-153323/"},{"crd":172764,"name":"Denby Financial Services, 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hour."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055882","page":"https://plannerfees.com/planners/dennis-glynn-cpa-129744/"},{"crd":298335,"name":"Dentvest LLC","city":"Fort Wayne","state":"IN","fees":{"flat":[1000,5000],"monthly":[200,750],"quarterly":[600,2250]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000-$5,000 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $200 - $750 per month, depending on complexity and the needs of the client, or $600 - $2,250 per quarter, depending on…","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000-$5,000 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $200 - $750 per month, depending on complexity and the needs of the client, or $600 - $2,250 per quarter, depending on…","quarterly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000-$5,000 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $200 - $750 per month, depending on complexity and the needs of the client, or $600 - $2,250 per quarter, depending on…"},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003057","page":"https://plannerfees.com/planners/dentvest-llc-298335/"},{"crd":330273,"name":"Dependent Financial Planning","city":"Edgewater","state":"MD","fees":{"hourly":[320,320],"flat":[840,8000]},"sourceSentences":{"flat":"Fixed fee rates range between $840 to $8,000.","hourly":"Our hourly rate is $320."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053812","page":"https://plannerfees.com/planners/dependent-financial-planning-330273/"},{"crd":154025,"name":"Derderian Wealth Management, LLC","city":"Los Angeles","state":"CA","fees":{"flat":[1500,3500]},"sourceSentences":{"flat":"Fees are charged on an hourly ($ 200 - $400) or flat (which may range between ($1,500 - $3,500) fee basis; fees are negotiable."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=871516","page":"https://plannerfees.com/planners/derderian-wealth-management-llc-154025/"},{"crd":148612,"name":"Derenzo Advisors LLC","city":"Dayton","state":"OH","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Fees may be based upon a flat percentage of assets under management, an hourly rate of $350 per hour, or a negotiated fixed fee."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058700","page":"https://plannerfees.com/planners/derenzo-advisors-llc-148612/"},{"crd":338575,"name":"Derryrush Wealth","city":"West Sayville","state":"NY","fees":{"flat":[2500,25000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055355","page":"https://plannerfees.com/planners/derryrush-wealth-338575/"},{"crd":304112,"name":"Design Life's Journey, LLC","city":"Dawsonville","state":"GA","fees":{"flat":[750,3000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Design Life’s Journey ADV Part 2A Revised 01/02/2026 Financial Planning Fees Fixed Fees The fixed rate for developing individual financial plans for non-advisory clients ranges between $750 and $3,000."},"brochureDate":"7/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052485","page":"https://plannerfees.com/planners/design-life-s-journey-llc-304112/"},{"crd":304358,"name":"Desmo Wealth Advisors, LLC","city":"Lakeway","state":"TX","fees":{"flat":[500,4000],"monthly":[100,500]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 - $4,000, depending on complexity and the needs of the Client, and an ongoing fee that is paid monthly, in arrears, at the rate of $100 to $500 per month, depending on complexity and the needs of the client.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 - $4,000, depending on complexity and the needs of the Client, and an ongoing fee that is paid monthly, in arrears, at the rate of $100 to $500 per month, depending on complexity and the needs of the client."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009037","page":"https://plannerfees.com/planners/desmo-wealth-advisors-llc-304358/"},{"crd":316484,"name":"Destefano Wealth Management","city":"Austin","state":"TX","fees":{"annual":[4000,4000]},"sourceSentences":{"annual":"The annual fee for Ongoing Comprehensive Financial Planning services is $4,000."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006172","page":"https://plannerfees.com/planners/destefano-wealth-management-316484/"},{"crd":111196,"name":"Destiny Capital Corporation","city":"Denver","state":"CO","fees":{"hourly":[395,395],"flat":[2500,20000],"quarterly":[4000,4000],"annual":[16000,16000]},"sourceSentences":{"annual":"Flat fees are $16,000 per year.","quarterly":"Flat fees can be payable as a 1-time payment or quarterly at $4,000/ quarter.","flat":"Flat fees range from $2,500 to $20,000.","hourly":"Hourly fees for financial plans are $395/ hour."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055898","page":"https://plannerfees.com/planners/destiny-capital-corporation-111196/"},{"crd":338015,"name":"Destiny Family Office","city":"Tavares","state":"FL","fees":{"hourly":[100,1500],"flat":[10000,10000]},"sourceSentences":{"flat":"Registrant’s fee is generally a minimum of $10,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Based upon the complexity of the engagement, additional fees may be charged based upon an hourly rate ranging from $100 to $1,500."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057979","page":"https://plannerfees.com/planners/destiny-family-office-338015/"},{"crd":171346,"name":"Destiny Wealth Partners, LLC","city":"Tavares","state":"FL","fees":{"hourly":[100,1500],"flat":[10000,10000]},"sourceSentences":{"flat":"Registrant’s fee is generally a minimum of $10,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Based upon the complexity of the engagement, additional fees may be charged based upon an hourly rate ranging from $100 to $1,500."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048944","page":"https://plannerfees.com/planners/destiny-wealth-partners-llc-171346/"},{"crd":319089,"name":"Determined Advisors LLC","city":"San Diego","state":"CA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"We assess a $10,000 annual fee that is paid to our firm on a quarterly basis."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001317","page":"https://plannerfees.com/planners/determined-advisors-llc-319089/"},{"crd":111594,"name":"Detterbeck Wealth Management","city":"Palatine","state":"IL","fees":{"flat":[3000,10000],"annual":[3000,10000]},"sourceSentences":{"annual":"Annual Retainer Fee: $3,000 to $10,000 – Billed monthly or semi-annually.","flat":"$3,000 to $10,000 – Fixed fees are used for one-time planning services, such as creation of a financial plan."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016670","page":"https://plannerfees.com/planners/detterbeck-wealth-management-111594/"},{"crd":315242,"name":"Developing Financial","city":"Petaluma","state":"CA","fees":{"flat":[500,1000],"monthly":[166,2000]},"sourceSentences":{"monthly":"Gross Income $100,000 Annual Fee $2,000 Monthly Fee $166.67 The fee may be negotiable at the discretion of DF.","flat":"The fixed fee can range between $500 and $1,000, depending on complexity and the needs of the client."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007614","page":"https://plannerfees.com/planners/developing-financial-315242/"},{"crd":306110,"name":"Devore Financial Advisors LLC","city":"Escondido","state":"CA","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Fixed engagement fees are set by the Advisor based on the estimated hours number of hours expected to complete the engagement, with a minimum fixed fee of $2,500."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041493","page":"https://plannerfees.com/planners/devore-financial-advisors-llc-306110/"},{"crd":331162,"name":"Devryll Wealth Management","city":"Charlotte","state":"NC","fees":{"hourly":[500,500],"monthly":[200,750]},"sourceSentences":{"hourly":"If we provide financial planning as a standalone service, our services will be billed hourly at a rate of $500.00 per hour.","monthly":"For clients who want to receive ongoing advice as a standalone, they will be charged a monthly fee, in 7 arrears, between $200-$750 dollars per month, considering the complexity of their financial planning needs."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009282","page":"https://plannerfees.com/planners/devryll-wealth-management-331162/"},{"crd":305010,"name":"Dew Point 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respectively."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057037","page":"https://plannerfees.com/planners/dew-wealth-management-114148/"},{"crd":118996,"name":"Dew Wealth Strategies, LLC","city":"Clayton","state":"MO","fees":{"annual":[10000,25000]},"sourceSentences":{"annual":"Our standard fees for these services are charged based on a fixed annual fee ranging from $10,000 to $25,000 and are charged quarterly in advance, based upon the net value of the assets in the client account on the last business day of the previous quarter, pro-rated for additions and withdrawals."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049517","page":"https://plannerfees.com/planners/dew-wealth-strategies-llc-118996/"},{"crd":157751,"name":"DFG Wealth Management, 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$250."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=986606","page":"https://plannerfees.com/planners/dfs-capital-management-327508/"},{"crd":288954,"name":"DFW Wealthcare Advisors, LLC","city":"Euless","state":"TX","fees":{"hourly":[250,250],"flat":[750,9500]},"sourceSentences":{"flat":"Financial planning services are offered based on a flat fee between $750 and $9,500 based on complexity and unique client needs.","hourly":"Fees charged for these services are $250 an hour, but may be negotiable."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041597","page":"https://plannerfees.com/planners/dfw-wealthcare-advisors-llc-288954/"},{"crd":302037,"name":"Dhamma Capital","city":"Walnut Creek","state":"CA","fees":{"hourly":[500,500],"flat":[1500,5000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour.","flat":"Services are offered based on a flat fee between $1,500 and $5,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014835","page":"https://plannerfees.com/planners/dhamma-capital-302037/"},{"crd":107034,"name":"DHJJ Financial Advisors","city":"Naperville","state":"IL","fees":{"hourly":[150,495]},"sourceSentences":{"hourly":"Our financial planning fees are calculated and charged on an hourly basis, ranging from $150 to $495 per hour, depending on the complexity of the plan or the experience level of the advisor providing the advice."},"brochureDate":"3/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023134","page":"https://plannerfees.com/planners/dhjj-financial-advisors-107034/"},{"crd":159799,"name":"Di Bello Financial","city":"Mission 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from $250 to $8,000 per month.","flat":"The fixed rate for project-based financial planning is between $2,500 and $100,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021672","page":"https://plannerfees.com/planners/diamond-client-group-llc-310570/"},{"crd":306451,"name":"Diamond Equity Advisors","city":"Columbus","state":"OH","fees":{"hourly":[150,300],"flat":[1000,3000]},"sourceSentences":{"hourly":"The fee is charged at an hourly rate between $150.00 and $300.00 per hour, depending on complexity.","flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $3,000."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030497","page":"https://plannerfees.com/planners/diamond-equity-advisors-306451/"},{"crd":322780,"name":"Diamond 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$250."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027245","page":"https://plannerfees.com/planners/diamond-wealth-partners-321866/"},{"crd":304465,"name":"Dias Wealth, LLC","city":"Lake Mary","state":"FL","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"flat":"For our comprehensive planning service, we charge a fixed fee of $2,500.","hourly":"Consulting services are provided at an hourly rate of $250."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=599420","page":"https://plannerfees.com/planners/dias-wealth-llc-304465/"},{"crd":324419,"name":"Diazo, LLC","city":"Henderson","state":"NV","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and 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$5,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025986","page":"https://plannerfees.com/planners/dipaolo-financial-group-inc-309637/"},{"crd":165985,"name":"Direction Financial Management, LLC","city":"Germantown","state":"WI","fees":{"hourly":[360,360]},"sourceSentences":{"hourly":"Financial Planning and Investment Consultation Services-Hourly/Fixed/Project Due to the unique situation of each client, our services are generally provided on an hourly or fixed fee basis, calculated based on the firm's current rate of $360 per hour."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022832","page":"https://plannerfees.com/planners/direction-financial-management-llc-165985/"},{"crd":152859,"name":"Directional Asset Management, LLC","city":"Arlington 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Sponsor."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023241","page":"https://plannerfees.com/planners/disciplined-investors-l-l-c-114614/"},{"crd":173349,"name":"Disciplined Money, LLC","city":"Phoenix","state":"AZ","fees":{"hourly":[250,250],"flat":[1000,2500],"quarterly":[750,750],"annual":[3000,3000]},"sourceSentences":{"flat":"Typical plan fees vary between $1,000 and $2,500.","hourly":"At the current hourly rate ($250/hour), the quarterly fee would be $750 ($3,000 annually).","quarterly":"At the current hourly rate ($250/hour), the quarterly fee would be $750 ($3,000 annually).","annual":"At the current hourly rate ($250/hour), the quarterly fee would be $750 ($3,000 annually)."},"brochureDate":"5/23/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=979839","page":"https://plannerfees.com/planners/disciplined-money-llc-173349/"},{"crd":321055,"name":"Discovery Wealth Planning LLC","city":"Vienna","state":"VA","fees":{"hourly":[395,395],"annual":[7800,9900]},"sourceSentences":{"annual":"Individual Couple $7,800 $9,900 Annual Fee Investment Management, Ongoing Financial Planning and Tax Planning are available as a combined service; they are not available à la carte.","hourly":"Project-Based/One-Time Financial Planning DWP may offer Project-Based or One-Time engagements on a fixed-fee or $395 per hour."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050923","page":"https://plannerfees.com/planners/discovery-wealth-planning-llc-321055/"},{"crd":329342,"name":"Discretionary 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onboarding, is non-refundable."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058190","page":"https://plannerfees.com/planners/diversifi-capital-inc-242788/"},{"crd":168428,"name":"Diversified Capital Wealth Management, LLC","city":"Mequon","state":"WI","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"The hourly rate will range from $200 to $300 depending on the expertise needed to complete the services requested."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056173","page":"https://plannerfees.com/planners/diversified-capital-wealth-management-llc-168428/"},{"crd":167854,"name":"Diversified Human Solutions","city":"Philadelphia","state":"PA","fees":{"hourly":[150,200],"flat":[1000,5000],"annual":[600,600]},"sourceSentences":{"flat":"Fixed fees range between $1,000 and $5,000 depending on the complexity of your financial situation and are assessed where you engage DHS for broad-based financial planning or consulting.","hourly":"DHS charges $150 per hour for modular financial planning and for annual retainer consulting, and $200 per hour for general consulting and for estate settlement work beyond the included hours, as shown in the table below.","annual":"Annual Retainer Consulting $600 minimum per year ($150 DHS is available throughout the year to help resolve financial, per hour, four hour minimum) tax or estate planning questions and coordinates an annual strategy meeting with your attorney, tax adviser or accountant."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058586","page":"https://plannerfees.com/planners/diversified-human-solutions-167854/"},{"crd":288689,"name":"Diversified Investment Services 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hour, up to the maximum of $1,000 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025387","page":"https://plannerfees.com/planners/diwy-financial-planning-335615/"},{"crd":336288,"name":"Diyfi Advisors LLC","city":"Chicago","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Form ADV Part 2A Consultations are billed in 30-minute increments ($125 per half-hour or $250 per hour), with a complimentary initial consultation to determine scope of services DIYFi will provide clients with an estimate of the total number of hours likely required before initiating any services Preparation…"},"brochureDate":"10/13/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=993360","page":"https://plannerfees.com/planners/diyfi-advisors-llc-336288/"},{"crd":168015,"name":"DJ 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financial planning fees range from $250 to $500 per hour depending on the level and scope of the services required and the professionals rendering the services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031525","page":"https://plannerfees.com/planners/dlk-investment-management-149096/"},{"crd":305791,"name":"Dna Wealth Management LLC","city":"Pensacola","state":"FL","fees":{"hourly":[150,150],"flat":[1000,2000]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge ranging from $1,000 to $2,000, depending on complexity and needs of the client.","hourly":"In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. 8 Project Based Hourly Fee Project based consultation services are offered at an hourly rate of $150 per…"},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008018","page":"https://plannerfees.com/planners/dna-wealth-management-llc-305791/"},{"crd":323323,"name":"Do Wealth Different","city":"Bentonville","state":"AR","fees":{"hourly":[200,200],"flat":[4500,4500],"annual":[3600,20000]},"sourceSentences":{"flat":"We charge a fixed fee starting at $4,500 for our Initial Financial Planning, based on complexity.","hourly":"In the event additional hours are needed either to discuss the financial plan after its delivery or for other minor financial planning topics, we will bill based on our hourly rate of $200 per hour, or the client may choose to engage with us for Investment Management Services, Project-Based or Hourly Financial…","annual":"We charge an annual fee for this service ranging from $3,600-$20,000, paid quarterly in advance."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013295","page":"https://plannerfees.com/planners/do-wealth-different-323323/"},{"crd":313112,"name":"Do, Len D","city":"San Bruno","state":"CA","fees":{"hourly":[100,100],"flat":[250,2500]},"sourceSentences":{"flat":"The fee for a financial plan ranges from $250 to $2,500 depending on the client’s unique situation and scope of engagement.","hourly":"Charges $100 Specific Financial Planning, Portfolio Construction and Employee Benefits Planning Collected at end of specific project or consultation Fixed Fees $250 - $2,500 Specific Financial Planning, Portfolio Construction and Employee Benefits Planning Collected at end of service Other Advisers Services…"},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030379","page":"https://plannerfees.com/planners/do-len-d-313112/"},{"crd":166706,"name":"Dobbins Capital Management","city":"Taylor","state":"MI","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Financial plans are provided at an hourly rate not to exceed $125.00 per hour."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000874","page":"https://plannerfees.com/planners/dobbins-capital-management-166706/"},{"crd":112079,"name":"Dobson Asset Management","city":"Petaluma","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Other general financial consulting services are performed with a maximum hourly fee of $300.00 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033825","page":"https://plannerfees.com/planners/dobson-asset-management-112079/"},{"crd":315281,"name":"Dobson Asset Management LLC","city":"Portland","state":"OR","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The fee for general financial planning is determined by the complexities of the client’s financial situation and is based on a rate of $200.00 per hour with a 10 hour minimum."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044617","page":"https://plannerfees.com/planners/dobson-asset-management-llc-315281/"},{"crd":289509,"name":"Dobson Street LLC","city":"Winter Park","state":"FL","fees":{"hourly":[250,400]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $250 and $400."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=512154","page":"https://plannerfees.com/planners/dobson-street-llc-289509/"},{"crd":331732,"name":"Docempowered, LLC","city":"Baltimore","state":"MD","fees":{"hourly":[600,600],"monthly":[600,1000]},"sourceSentences":{"monthly":"Monthly fee rates range from $600 to $1000 per month per household.","hourly":"In the event of early termination prior to the initial plan being delivered, fees will be prorated and any unearned fees will be refunded to the Client. “Earned fees” for the purposes of calculating a refund will be calculated as $600/hr worked (including both hours spent with Client as well as hours spent…"},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000249","page":"https://plannerfees.com/planners/docempowered-llc-331732/"},{"crd":310415,"name":"Doceo Wealth, LLC","city":"Meridian","state":"ID","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"INVESTMENT ADVISORY SERVICES Upon engagement, Doceo Wealth will charge clients a one-time $2,500.00 account setup fee and an ongoing investment management fee for its investment advisory services."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023413","page":"https://plannerfees.com/planners/doceo-wealth-llc-310415/"},{"crd":318460,"name":"Docsfp","city":"Newington","state":"CT","fees":{"hourly":[600,600]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at an hourly rate of $600 per hour."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015126","page":"https://plannerfees.com/planners/docsfp-318460/"},{"crd":327709,"name":"Docshah Financial, LLC","city":"Ellicott City","state":"MD","fees":{"flat":[3000,8000]},"sourceSentences":{"flat":"DocShah charges a negotiable fee between $3,000 and $8,000 for financial planning services dependent upon the complexity of the Client’s specific situation."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002573","page":"https://plannerfees.com/planners/docshah-financial-llc-327709/"},{"crd":323632,"name":"Dodds Wealth, LLC","city":"Greenwood Village","state":"CO","fees":{"hourly":[250,250],"flat":[3600,25000],"annual":[10000,10000]},"sourceSentences":{"flat":"The fixed fees range from $3,600 to $25,000.","hourly":"The hourly rate used for this purpose is $250/hour.","annual":"Advisory fees do not exceed $10,000 annually."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013608","page":"https://plannerfees.com/planners/dodds-wealth-llc-323632/"},{"crd":145889,"name":"Dogwood Financial Planning","city":"Memphis","state":"TN","fees":{"hourly":[300,300],"flat":[500,500]},"sourceSentences":{"hourly":"Dogwood Financial Planning charges $300/hour, billed in six-minute increments.","flat":"Upon entering into an agreement for Dogwood Financial Planning to provide services, we require a deposit of $500 or half of the total fee-estimate, whichever is less."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039462","page":"https://plannerfees.com/planners/dogwood-financial-planning-145889/"},{"crd":170182,"name":"Dogwood Investment Advisors","city":"Northbrook","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour for either investment advisory services or financial planning."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000549","page":"https://plannerfees.com/planners/dogwood-investment-advisors-170182/"},{"crd":317580,"name":"Dogwood Wealth Management, LLC","city":"Lenexa","state":"KS","fees":{"hourly":[250,250],"monthly":[80,80]},"sourceSentences":{"hourly":"Fixed fee engagements are based on the expected number of hours to complete the engagement at the Advisor’s hourly rate of $250 per hour.","monthly":"For clients enrolled in the Elements financial planning service, the fee is $80 per month, billed monthly in advance."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032795","page":"https://plannerfees.com/planners/dogwood-wealth-management-llc-317580/"},{"crd":269886,"name":"Dolan Capital Advisors, LLC","city":"Charlotte","state":"NC","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"We charge a fixed fee for financial planning services, which range between $1,500 to $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031278","page":"https://plannerfees.com/planners/dolan-capital-advisors-llc-269886/"},{"crd":152317,"name":"Dolan Partners LLC","city":"Danville","state":"CA","fees":{"flat":[8000,8000]},"sourceSentences":{"flat":"Model: ​ For clients with aggregate AUM below $800,000, the firm may offer a fixed annual $8,000 retainer."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015578","page":"https://plannerfees.com/planners/dolan-partners-llc-152317/"},{"crd":118076,"name":"Dolcini Capital Management","city":"Cherry Hill","state":"NJ","fees":{"hourly":[300,300],"flat":[1250,5000]},"sourceSentences":{"hourly":"The hourly fee is $300 per hour and is paid after the consultation.","flat":"Written financial plan fees range from $1,250 to $5,000, depending on the complexity of your financial situation."},"brochureDate":"3/17/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=690413","page":"https://plannerfees.com/planners/dolcini-capital-management-118076/"},{"crd":316986,"name":"Dollar Sign Ventures LLC","city":"Long Beach","state":"CA","fees":{"flat":[0,5000]},"sourceSentences":{"flat":"AND CONSULTING Dollar Sign Ventures charges a fixed fee between $0 - $5,000 for financial planning."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048895","page":"https://plannerfees.com/planners/dollar-sign-ventures-llc-316986/"},{"crd":329901,"name":"Dollars & Sense Financial Fitness","city":"Bowling Green","state":"KY","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Thereafter, clients may terminate the Investment Advisory Contract generally with 11 days' written notice. 4 Financial Planning Fees Hourly Fees The hourly fee for these services is $300."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055398","page":"https://plannerfees.com/planners/dollars-sense-financial-fitness-329901/"},{"crd":316434,"name":"Domain Money Advisors, LLC","city":"New York","state":"NY","fees":{"hourly":[500,500],"flat":[9000,9000]},"sourceSentences":{"flat":"The Comprehensive Plan is billed at $9,000 for Year 1 and is renewed annually for $8,000. ​ Clients who require any additional assistance or further services outside the scope of the noted engagements may be billed separately and those services will be charged on an hourly basis or based on an agreed upon fixed fee.","hourly":"The firm’s current hourly rate is $500, assessed in 30-minute increments, and a partial increment will be treated as a whole (i.e. 15 minutes will be billed for 30). ​ For all of our engagements, the Services and the fees will be detailed in your invoice, via electronic communication, and/or via the Adviser’s App…"},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045838","page":"https://plannerfees.com/planners/domain-money-advisors-llc-316434/"},{"crd":173083,"name":"Dominguez Wealth Management Solutions, Inc.","city":"Williamsburg","state":"VA","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"The balance is due upon completion of the plan. 8 CONSULTING FEES Our Consulting Services fees are calculated and charged on an hourly basis at a rate of $225 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026935","page":"https://plannerfees.com/planners/dominguez-wealth-management-solutions-inc-173083/"},{"crd":287620,"name":"Dominion Capital Management, LLC","city":"Clinton","state":"OK","fees":{"hourly":[250,250],"flat":[500,7500]},"sourceSentences":{"hourly":"The time spent on the plan will be calculated at - 6- $250 per hour.","flat":"Services are offered based on a flat fee between $500 and $7,500."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056285","page":"https://plannerfees.com/planners/dominion-capital-management-llc-287620/"},{"crd":338047,"name":"Dominion Financial Advisors, LLC","city":"Dallas","state":"TX","fees":{"hourly":[295,295],"flat":[3000,14000]},"sourceSentences":{"flat":"Our annual recurring fee for Sustaining Financial Planning ranges from $3,000 to $14,000 and is collected through equal monthly installments, billed in advance.","hourly":"Our hourly rate is $295."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059724","page":"https://plannerfees.com/planners/dominion-financial-advisors-llc-338047/"},{"crd":129677,"name":"Donald J. Bugdal & Associates","city":"Mercerville","state":"NJ","fees":{"flat":[350,350]},"sourceSentences":{"flat":"Meeting/Phone Time $ 350 Review and Preparation Time Including that spent on computer, review, preparation, and research efforts on client’s behalf $ 320 A per diem of $2,800 plus travel and expenses will be charged for consulting assignments which require a full day at a site away from the office."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038557","page":"https://plannerfees.com/planners/donald-j-bugdal-associates-129677/"},{"crd":150830,"name":"Donald W. Cash & Associates, LLC","city":"Red Bank","state":"NJ","fees":{"hourly":[500,500],"flat":[5000,5000]},"sourceSentences":{"flat":"Cash and Associates, LLC FIXED FEES Financial Planning Services are offered based on a negotiable fixed fee with a maximum fee of $5,000 based on complexity and unique client needs.","hourly":"Services are offered based on an hourly fee of $500 per hour."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010545","page":"https://plannerfees.com/planners/donald-w-cash-associates-llc-150830/"},{"crd":106131,"name":"Donaldson Capital Management LLC","city":"Evansville","state":"IN","fees":{"annual":[4500,4500]},"sourceSentences":{"annual":"All households will have a minimum annual fee of $4,500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023278","page":"https://plannerfees.com/planners/donaldson-capital-management-llc-106131/"},{"crd":293622,"name":"Donaldson Financial Wellness Network, LLC","city":"Newtown","state":"CT","fees":{"hourly":[250,450],"flat":[600,10000]},"sourceSentences":{"hourly":"This hourly rate will generally be between $250 and $450 per hour, depending upon the nature and scope of the engagement.","flat":"Our financial planning fees range between $600.00 and $10,000.00 based on the level of complexity and sophistication of the client’s circumstances."},"brochureDate":"1/23/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=872972","page":"https://plannerfees.com/planners/donaldson-financial-wellness-network-llc-293622/"},{"crd":336225,"name":"Doncaster Wealth LLC","city":"Hinsdale","state":"IL","fees":{"flat":[2000,20000],"annual":[3000,20000]},"sourceSentences":{"flat":"Full Financial Plans are offered based on a flat fee between $2,000 and $20,000.","annual":"Ongoing Financial Planning Ongoing Financial Planning Services are offered based on an annual flat fee between $3,000 and $20,000, based on complexity of the Client’s financial situation and unique Client needs for financial planning, paid monthly or quarterly in advance."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034350","page":"https://plannerfees.com/planners/doncaster-wealth-llc-336225/"},{"crd":312845,"name":"Donnelly Financial Services","city":"Rock Tavern","state":"NY","fees":{"hourly":[200,200],"annual":[4500,9500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour, with a three hour minimum.","annual":"Fees for ongoing Financial Planning Services are offered based on a flat fee of $4,500 - $9,500 per year based on complexity and unique Client needs."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007031","page":"https://plannerfees.com/planners/donnelly-financial-services-312845/"},{"crd":337958,"name":"Dope Cfo Wealth Management","city":"Marshfield","state":"MA","fees":{"hourly":[250,250],"flat":[1500,1500],"annual":[3000,10000]},"sourceSentences":{"annual":"Ongoing Financial Planning ●​ Ongoing Financial Planning - The annual fee for our three service levels is outlined below: ○​ Dope Path $3,000 per year ○​ Dope Facilitation $6,000 per year ○​ Dope Legacy (minimum $10,000 per year based on complexity) Our upfront charge for all Ongoing Financial Planning services is…","flat":"Ongoing Financial Planning ●​ Ongoing Financial Planning - The annual fee for our three service levels is outlined below: ○​ Dope Path $3,000 per year ○​ Dope Facilitation $6,000 per year ○​ Dope Legacy (minimum $10,000 per year based on complexity) Our upfront charge for all Ongoing Financial Planning services is…","hourly":"The adviser will bill the client for any earned but unpaid fees for work completed up to the date of termination. ●​ Project-Based Financial Planning - We offer Project-Based Financial Planning Services for $250 per hour fee per engagement, which may be negotiable in certain cases."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=993970","page":"https://plannerfees.com/planners/dope-cfo-wealth-management-337958/"},{"crd":154460,"name":"Dorchester Advisors LLC","city":"Short Hills","state":"NJ","fees":{"flat":[3500,10000]},"sourceSentences":{"flat":"Two, fees for written financial plans, which typically range from $3,500 to $10,000, depending on their complexity."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038051","page":"https://plannerfees.com/planners/dorchester-advisors-llc-154460/"},{"crd":116607,"name":"Dorothy J. Cole","city":"Merrimack","state":"NH","fees":{"hourly":[120,250],"annual":[500,500]},"sourceSentences":{"annual":"Comprehensive Financial Plan $500 Annual Ongoing Asset Management Fee $250 Hourly Fee $120 Clients with smaller assets may pay a higher percentage rate for their Comprehensive Financial Plan and Annual Ongoing Asset Management Fees than clients with greater assets.","hourly":"Comprehensive Financial Plan $500 Annual Ongoing Asset Management Fee $250 Hourly Fee $120 Clients with smaller assets may pay a higher percentage rate for their Comprehensive Financial Plan and Annual Ongoing Asset Management Fees than clients with greater assets."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034434","page":"https://plannerfees.com/planners/dorothy-j-cole-116607/"},{"crd":333086,"name":"Dorsey Groomes Wealth Management","city":"Dublin","state":"OH","fees":{"hourly":[200,200],"flat":[250,250]},"sourceSentences":{"flat":"Clients may terminate the agreement without penalty with 30 days' written notice. 3 Financial Planning Services The fee for a comprehensive financial plan is fixed, generally from a minimum of $250 to a maximum of $1,000.","hourly":"Charges for hourly planning engagements are $200 per hour."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050010","page":"https://plannerfees.com/planners/dorsey-groomes-wealth-management-333086/"},{"crd":158752,"name":"Dorsey Wealth Management, LLC","city":"Torrance","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"DWM has an hourly fee of $350 per hour for specific project requests."},"brochureDate":"8/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053659","page":"https://plannerfees.com/planners/dorsey-wealth-management-llc-158752/"},{"crd":309512,"name":"Dorval & Chorne Financial Advisors","city":"Maple Grove","state":"MN","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The fee ranges from $500 to $5,000 per plan, and is determined by the complexity of the engagement, estimated time involved developing the plan, number of accounts involved, etc."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007603","page":"https://plannerfees.com/planners/dorval-chorne-financial-advisors-309512/"},{"crd":330398,"name":"Double Eagle Wealth Management LLC","city":"Dallas","state":"TX","fees":{"flat":[5000,25000],"monthly":[500,2500]},"sourceSentences":{"flat":"For ongoing financial planning or consulting services, the Client agrees to pay a one-time initial planning fee ranging from $5,000 to $25,000, in addition to an annual monthly fee ranging from $500 to $2,500, paid out monthly payments in arrears.","monthly":"For ongoing financial planning or consulting services, the Client agrees to pay a one-time initial planning fee ranging from $5,000 to $25,000, in addition to an annual monthly fee ranging from $500 to $2,500, paid out monthly payments in arrears."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051195","page":"https://plannerfees.com/planners/double-eagle-wealth-management-llc-330398/"},{"crd":317397,"name":"Dougherty Financial Planning, LLC","city":"Tallahassee","state":"FL","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"We charge an hourly fee of $125 for advisory consulting services, which is negotiable, depending on the scope and complexity of your special circumstances and the work to be performed."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=778475","page":"https://plannerfees.com/planners/dougherty-financial-planning-llc-317397/"},{"crd":142602,"name":"Douglas A. Mcclennen Ia","city":"Harwich","state":"MA","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"Investment Advisor Administrative Assistant $275.00/hour $ 75.00/hour Clients are billed directly in 15 minute increments after the first hour on a quarterly basis."},"brochureDate":"2/21/2019","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=546072","page":"https://plannerfees.com/planners/douglas-a-mcclennen-ia-142602/"},{"crd":315059,"name":"Douglas Capital Advisors","city":"Manor","state":"TX","fees":{"hourly":[300,300],"flat":[3600,3600],"monthly":[200,200]},"sourceSentences":{"monthly":"DCA charges an ongoing financial planning engagement fee between $200 per month or more based on complexity and needs of the client.","flat":"The Base fee for financial planning services is $3,600..","hourly":"DCA’s hourly rates vary between $300-450 per hour depending on the level of complexity for the work assigned via the client."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047303","page":"https://plannerfees.com/planners/douglas-capital-advisors-315059/"},{"crd":119007,"name":"Douglasbradley LLC","city":"Bel Air","state":"MD","fees":{"hourly":[250,250],"flat":[300,1000]},"sourceSentences":{"flat":"Fixed fees are billed monthly and typically range from $300 to $1,000.","hourly":"The current hourly fee is $250."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002500","page":"https://plannerfees.com/planners/douglasbradley-llc-119007/"},{"crd":300058,"name":"Dove Investment Research and Management, Inc.","city":"Irvine","state":"CA","fees":{"hourly":[200,400],"flat":[2500,5000]},"sourceSentences":{"hourly":"Our hourly fee ranges between $200 and $400, depending on where the client resides, and the topics covered.","flat":"Our fixed fee ranges from $2,500 to $5,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022433","page":"https://plannerfees.com/planners/dove-investment-research-and-management-inc-300058/"},{"crd":311298,"name":"Dovetail Financial Group LLC","city":"Wilmington","state":"NC","fees":{"hourly":[300,300],"flat":[2500,7500]},"sourceSentences":{"flat":"Dovetail Financial Group LLC's fixed fees generally range from $2,500 to $7,500.","hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, at $300 per hour."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048159","page":"https://plannerfees.com/planners/dovetail-financial-group-llc-311298/"},{"crd":291068,"name":"Dovetail Wealth Management, LLC","city":"Taylor","state":"TX","fees":{"hourly":[350,350],"flat":[20000,20000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $20,000."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012230","page":"https://plannerfees.com/planners/dovetail-wealth-management-llc-291068/"},{"crd":152474,"name":"Dowd Financial Planning","city":"Montclair","state":"NJ","fees":{"flat":[1500,1500],"annual":[3400,13600]},"sourceSentences":{"annual":"Open Retainer Annual flat fees are between $3,400 and $13,600.","flat":"The cost for a Financial Review is a flat fee of $1,500."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003290","page":"https://plannerfees.com/planners/dowd-financial-planning-152474/"},{"crd":289066,"name":"Downie Financial Group","city":"Mission Viejo","state":"CA","fees":{"hourly":[150,500],"flat":[250,10000],"monthly":[40,10000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $250 - $10,000 based on complexity and needs of the client, and an ongoing, that is paid monthly, quarterly, or semi-annually.","monthly":"Monthly and quarterly payments are billed in arrears, and semi-annually payments are billed in advance at the rate of $40 - $10,000 per month/quarter/year.","hourly":"Financial Planning fee is an hourly rate between $150.00 and $500.00 per hour, depending on complexity."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028002","page":"https://plannerfees.com/planners/downie-financial-group-289066/"},{"crd":152983,"name":"Downing Street Wealth Management LLC","city":"Greenwood Village","state":"CO","fees":{"hourly":[85,85]},"sourceSentences":{"hourly":"Our hourly rate is $85.00 an hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036205","page":"https://plannerfees.com/planners/downing-street-wealth-management-llc-152983/"},{"crd":137767,"name":"Doyle Investment Management","city":"Bargersville","state":"IN","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Hourly rates range from $150 - $250 per hour based on the complexity of the situation, and are billed in six minute increments, payable upon presentation of the planning services."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020769","page":"https://plannerfees.com/planners/doyle-investment-management-137767/"},{"crd":174893,"name":"DPH Financial","city":"Pearland","state":"TX","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"Deliverable $225 per hour Includes hourly unbiased consultation on any financial related matter except individual investment review."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045673","page":"https://plannerfees.com/planners/dph-financial-174893/"},{"crd":330181,"name":"DR. Jeff Finance, LLC","city":"Rye Brook","state":"NY","fees":{"flat":[3000,9000],"monthly":[250,3000]},"sourceSentences":{"flat":"Financial Plan Creation without investment management The fee for development of a financial plan will range between $3,000–$9,000, depending on the Client’s needs and the complexity of the Client’s financial situation.","monthly":"Ongoing Financial Planning without investment management Ongoing Financial Planning consists of an upfront charge of $3,00–$10,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $250–$3,000 per month, and may be negotiable in certain cases."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022463","page":"https://plannerfees.com/planners/dr-jeff-finance-llc-330181/"},{"crd":331459,"name":"Drawingboard Wealth Advisors","city":"Williston Park","state":"NY","fees":{"hourly":[200,1000]},"sourceSentences":{"hourly":"Fixed fees for financial planning services are expected to range between $200 to $1,000 hourly, depending on the scope and complexity of the agreement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038221","page":"https://plannerfees.com/planners/drawingboard-wealth-advisors-331459/"},{"crd":323117,"name":"Dream Bigger Financial, LLC","city":"Milwaukee","state":"WI","fees":{"flat":[299,299],"monthly":[100,700]},"sourceSentences":{"monthly":"Attending Physicians: o $600 per month for an individual o $700 per month for a couple or family o An additional $100 per month may apply for clients with 1099 income due to increased planning complexity","flat":"Student Loan Strategy Session (One-Time Engagement) A one-time Student Loan Strategy Session is available for a fixed fee of $299, billed at the conclusion of the engagement."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055301","page":"https://plannerfees.com/planners/dream-bigger-financial-llc-323117/"},{"crd":304086,"name":"Dream Financial Planning","city":"Herndon","state":"VA","fees":{"hourly":[400,400],"flat":[999,999],"monthly":[400,1000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $999.00 for individuals, and $1,499.00 for couples, and an ongoing fee that is paid monthly, in advance, at the rate of $400 - $1,000 per month for individuals, and $600$1,000 per month for couples.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $999.00 for individuals, and $1,499.00 for couples, and an ongoing fee that is paid monthly, in advance, at the rate of $400 - $1,000 per month for individuals, and $600$1,000 per month for couples.","hourly":"Financial Planning fee is an hourly rate of $400.00 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039312","page":"https://plannerfees.com/planners/dream-financial-planning-304086/"},{"crd":329789,"name":"Dream Lake Financial LLC","city":"Saukville","state":"WI","fees":{"flat":[500,3000]},"sourceSentences":{"flat":"Fixed fee rates range from $500 to $3,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033250","page":"https://plannerfees.com/planners/dream-lake-financial-llc-329789/"},{"crd":337311,"name":"Dream Life Wealth Management LLC","city":"Charlotte","state":"NC","fees":{"flat":[300,2500],"annual":[4500,4500]},"sourceSentences":{"annual":"The minimum fee is $4,500 per year.","flat":"Fixed fee rates range between $300 to $2,500, depending on the complexity of the Client’s circumstances."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013721","page":"https://plannerfees.com/planners/dream-life-wealth-management-llc-337311/"},{"crd":332199,"name":"Dream Weaver Financial Planning LLC","city":"Richmond","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND CONSULTING DWFP charges $250 per hour based on complexity and unique Client needs for financial planning."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001891","page":"https://plannerfees.com/planners/dream-weaver-financial-planning-llc-332199/"},{"crd":316550,"name":"Dreamfield Planning Group, LLC","city":"Braintree","state":"MA","fees":{"hourly":[375,375],"annual":[8500,8500]},"sourceSentences":{"annual":"The standard fee for Wealth Management Services is $8,500 per year.","hourly":"Limited-Scope Financial Planning engagements are offered at the rate of $375 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031689","page":"https://plannerfees.com/planners/dreamfield-planning-group-llc-316550/"},{"crd":332409,"name":"Dreamvision Capital","city":"Indianapolis","state":"IN","fees":{"hourly":[200,500],"flat":[2500,20000]},"sourceSentences":{"flat":"DreamVision Capital will charge a fixed fee for financial planning services in the range of $2,500 to $20,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.","hourly":"The Advisor’s hourly fee will be billed at a rate that will range from between $200 to $500 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030309","page":"https://plannerfees.com/planners/dreamvision-capital-332409/"},{"crd":175336,"name":"Dreamwork Financial Group","city":"Birmingham","state":"AL","fees":{"monthly":[24,24]},"sourceSentences":{"monthly":"Due to the low fee structure DreamWork will charge all accounts a minimum of $24.99/month."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025029","page":"https://plannerfees.com/planners/dreamwork-financial-group-175336/"},{"crd":309769,"name":"Dreyfuss Capital Management LLC","city":"Jackson","state":"WY","fees":{"hourly":[125,300],"flat":[1000,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $15,000.","hourly":"The negotiated hourly fee for these services is between $125 and $300."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055667","page":"https://plannerfees.com/planners/dreyfuss-capital-management-llc-309769/"},{"crd":174728,"name":"Drive Wealth Advisers","city":"Lehi","state":"UT","fees":{"hourly":[300,300],"flat":[5000,50000]},"sourceSentences":{"hourly":"For financial planning services, we charge a maximum hourly fee of $300 or a fixed fee that may range from $5,000 to $50,000 depending on the scope of the services to be provided.","flat":"For financial planning services, we charge a maximum hourly fee of $300 or a fixed fee that may range from $5,000 to $50,000 depending on the scope of the services to be provided."},"brochureDate":"7/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052135","page":"https://plannerfees.com/planners/drive-wealth-advisers-174728/"},{"crd":342910,"name":"Driven Wealth","city":"Denver","state":"CO","fees":{"hourly":[225,225],"annual":[2500,8000]},"sourceSentences":{"annual":"For individuals, annual fees generally range from $2,500 to $7,300 per year, and for couples, from $3,200 to $8,000 per year, but vary depending on the extent and complexity of the planning.","hourly":"Fees for custom financial planning requests are priced at an hourly rate of $225 per hour and paid 50% at Advisory Agreement signing and 50% upon completion of services."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057648","page":"https://plannerfees.com/planners/driven-wealth-342910/"},{"crd":288489,"name":"DRM Wealth Management","city":"Palm Springs","state":"CA","fees":{"hourly":[500,1000],"flat":[2400,50000],"monthly":[250,4500]},"sourceSentences":{"flat":"The fixed fee can range between $2400 and $50,000.","hourly":"Financial Planning fee is an hourly rate between $500.00 and $1000.00 per hour, depending on complexity and number of hours used.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge between $2,400-$50,000 and an ongoing fee that is paid monthly, in advance, between $250-$4500.00 per month."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002630","page":"https://plannerfees.com/planners/drm-wealth-management-288489/"},{"crd":312103,"name":"Drost Financial","city":"Ham Lake","state":"MN","fees":{"flat":[1200,10000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,200-$10,000 and an ongoing fee that is paid monthly, in arrears, at the rate of up to $10,000 per month."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057643","page":"https://plannerfees.com/planners/drost-financial-312103/"},{"crd":311660,"name":"DRS Financial Partners LLC","city":"San Jose","state":"CA","fees":{"hourly":[400,400],"flat":[2000,4000],"monthly":[300,600],"quarterly":[900,1800]},"sourceSentences":{"flat":"Comprehensive Financial Planning consists of an upfront fee between $2,000 and $4,000, and an ongoing fee that is paid in arrears, either monthly or quarterly.","monthly":"For clients paying monthly, the fee is $300-$600 per month.","quarterly":"For clients paying quarterly, the fee is $900-$1,800 per quarter.","hourly":"Financial Planning engagements are offered at an hourly rate of $400 per hour."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050357","page":"https://plannerfees.com/planners/drs-financial-partners-llc-311660/"},{"crd":107815,"name":"Drucker, David J. Dba Sunset Financial Management","city":"Albuquerque","state":"NM","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Fees for financial plans are at a flat rate usually starting at $5,000."},"brochureDate":"1/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005461","page":"https://plannerfees.com/planners/drucker-david-j-dba-sunset-financial-management-107815/"},{"crd":123359,"name":"Drum Hill Capital, LLC","city":"Westport","state":"CT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our Investment Consulting Services fees are calculated and charged on an hourly basis at $300 per hour."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020504","page":"https://plannerfees.com/planners/drum-hill-capital-llc-123359/"},{"crd":166271,"name":"DRW Financial","city":"Hixson","state":"TN","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Services are included at no additional charge for clients engaged in our Investment Supervisory Services. ​ Financial Planning Fees​ ​ Our fixed fee for financial plan creation is between $1,000 and $10,000."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002105","page":"https://plannerfees.com/planners/drw-financial-166271/"},{"crd":172878,"name":"DS Wealth Advisors, Inc.","city":"Pittsburgh","state":"PA","fees":{"hourly":[100,150]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $100 and $150."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025654","page":"https://plannerfees.com/planners/ds-wealth-advisors-inc-172878/"},{"crd":332056,"name":"DSG Capital Advisors, LLC","city":"Edina","state":"MN","fees":{"hourly":[125,475]},"sourceSentences":{"hourly":"DSG offers financial planning services at an hourly rate ranging from $125 to $475 per hour or a fixed engagement fee based on the expected number of hours to complete the engagement."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058141","page":"https://plannerfees.com/planners/dsg-capital-advisors-llc-332056/"},{"crd":285715,"name":"Dtcarson Asset Management","city":"Tampa","state":"FL","fees":{"hourly":[175,175],"flat":[1500,3500]},"sourceSentences":{"hourly":"In special circumstances it may be offered on an hourly basis at a rate of $175.00 per hour, depending on the nature of the specified services.","flat":"The fixed fee can range between $1,500.00 and $3,500.00."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021051","page":"https://plannerfees.com/planners/dtcarson-asset-management-285715/"},{"crd":288452,"name":"DTM Advisory Group LLC","city":"Neptune","state":"NJ","fees":{"hourly":[285,285],"flat":[750,750]},"sourceSentences":{"flat":"The charge for the initial consultation a flat fee of $750 billed at the time of the consultation.","hourly":"An hourly fee of $285 is charged by DTM Advisory Group LLC for financial planning services performed after the initial consultation under the client’s agreed upon arrangement."},"brochureDate":"3/30/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=769031","page":"https://plannerfees.com/planners/dtm-advisory-group-llc-288452/"},{"crd":154112,"name":"Du Lac Investment Group, LLC","city":"Carefree","state":"AZ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly rate ranges from $300 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031565","page":"https://plannerfees.com/planners/du-lac-investment-group-llc-154112/"},{"crd":327589,"name":"Dubois Capital Management LLC","city":"Saratoga Springs","state":"NY","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"FINANCIAL PLANNING & CONSULTING DCM charges a fixed fee of $500-$5,000 based on complexity and unique Client needs for financial consulting."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=904639","page":"https://plannerfees.com/planners/dubois-capital-management-llc-327589/"},{"crd":310487,"name":"Dubois Wealth Management, LLC","city":"St. Simons Island","state":"GA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is $1,500."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004171","page":"https://plannerfees.com/planners/dubois-wealth-management-llc-310487/"},{"crd":321880,"name":"Duckett Wealth Management","city":"Irvine","state":"CA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"The fee is $1,500 for a one-time financial plan and the engagement with the client is not ongoing – it is limited to the financial plan."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023776","page":"https://plannerfees.com/planners/duckett-wealth-management-321880/"},{"crd":285053,"name":"Due North Financial, LLC","city":"Eveleth","state":"MN","fees":{"hourly":[200,200],"flat":[500,2000]},"sourceSentences":{"hourly":"Services are offered based on a negotiable hourly fee of $200 per hour.","flat":"Services are offered based on a negotiable fixed fee ranging from $500 to $2,000 based on complexity and unique Client needs."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008981","page":"https://plannerfees.com/planners/due-north-financial-llc-285053/"},{"crd":283584,"name":"Duet Advisory Services LLC","city":"Bingham Farms","state":"MI","fees":{"hourly":[500,500],"flat":[2500,10000]},"sourceSentences":{"hourly":"Duet either charges $500 per hour, or generally between $2,500.00 and $10,000.00 on a fixed fee basis, according to the terms and conditions of a stand-alone financial planning and consulting agreement.","flat":"Duet either charges $500 per hour, or generally between $2,500.00 and $10,000.00 on a fixed fee basis, according to the terms and conditions of a stand-alone financial planning and consulting agreement."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017902","page":"https://plannerfees.com/planners/duet-advisory-services-llc-283584/"},{"crd":133024,"name":"Duke Financial Services","city":"Hamilton","state":"OH","fees":{"hourly":[125,125],"flat":[400,400]},"sourceSentences":{"hourly":"The typical rate is $125 per hour.","flat":"Comprehensive Personal and Business Plans are charged at a fixed rate of $400-1000 based on the complexity of the plan."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032284","page":"https://plannerfees.com/planners/duke-financial-services-133024/"},{"crd":152512,"name":"Dukes Financial Group, LLC","city":"Charlotte","state":"NC","fees":{"flat":[100,10000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $100 and $10,000."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002791","page":"https://plannerfees.com/planners/dukes-financial-group-llc-152512/"},{"crd":306481,"name":"Dumaine Investments LLC","city":"New Orleans","state":"LA","fees":{"hourly":[300,300],"flat":[5000,50000]},"sourceSentences":{"flat":"Fixed fees are negotiable and typically range from $5,000 - $50,000, depending on the scope and complexity of services rendered.","hourly":"This is a negotiated fee although it is typically billed at $300/hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025228","page":"https://plannerfees.com/planners/dumaine-investments-llc-306481/"},{"crd":291981,"name":"Dumont Wealth","city":"Miami","state":"FL","fees":{"hourly":[500,750],"flat":[1000,50000]},"sourceSentences":{"flat":"- 3- FIXED FEES The fixed rate for creating client financial plans is between $1,000 and $50,000.","hourly":"The hourly fees for these services is between $500 and $750 and would only be utilized upon express agreement between Dumont Wealth and the client and agreed upon in the Financial Planning Agreement."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018102","page":"https://plannerfees.com/planners/dumont-wealth-291981/"},{"crd":309454,"name":"Duncan Financial Planning Advisors","city":"Irwin","state":"PA","fees":{"hourly":[500,500],"flat":[25000,25000],"annual":[250,10000]},"sourceSentences":{"flat":"Flat fees charged for financial planning services generally do not exceed $25,000 for individuals.","hourly":"Agreement – Financial Planners are generally not allowed to charge more than $500 on an hourly basis.","annual":"The fixed fee ranges from $250 to $10,000 per year."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016430","page":"https://plannerfees.com/planners/duncan-financial-planning-advisors-309454/"},{"crd":335025,"name":"Duncan Wealth Management, LLC","city":"Madison","state":"MS","fees":{"hourly":[300,300],"flat":[1000,15000]},"sourceSentences":{"flat":"DWM charges a fixed fee ranging from $1,000 to $15,000 for Financial Planning Services.","hourly":"Earned fees will be calculated based on the actual time spent providing Financial Planning services through the effective date of termination at a rate of $300 per hour."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056234","page":"https://plannerfees.com/planners/duncan-wealth-management-llc-335025/"},{"crd":343169,"name":"Dundee Capital Management LLC","city":"Redondo Beach","state":"CA","fees":{"flat":[2000,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $2,000 to $5,000."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058892","page":"https://plannerfees.com/planners/dundee-capital-management-llc-343169/"},{"crd":334836,"name":"Dunes Financial","city":"Valparaiso","state":"IN","fees":{"hourly":[250,250],"flat":[2000,12000],"annual":[2000,36000]},"sourceSentences":{"annual":"Fees are typically $12,000 - $20,000 but can range from $2,000 - $36,000 annually, depending on your specific needs.","hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $2,000 and $12,000 with the typical one time financial plan being $6,000."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056713","page":"https://plannerfees.com/planners/dunes-financial-334836/"},{"crd":128622,"name":"Dunphy Wealth Management, Inc.","city":"Cincinnati","state":"OH","fees":{"hourly":[75,150],"flat":[250,1850],"monthly":[850,850]},"sourceSentences":{"monthly":"Fees for Institutional Intelligent Portfolios - for duration of account @ Schwab .60 Percent Annual Maximum Annual Investment Management Fees for IIP Portfolios $10,200 ($850 per month) Note:","flat":"Investment Management Service Fee Arrangement Fee for Employer Simple IRA Plan Maintenance $395.00 billed annually to client (waived when participant’s aggregated assets exceed $250,000.) Fee for Non-Schwab Retirement Account Management $295.00 billed annually to client (waived if client has assets under management…","hourly":"Financial Planning, Tax and/or Investment Consulting for Hourly Fees $75.00 - $150.00 per hour dependent on one or more of the following:"},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044220","page":"https://plannerfees.com/planners/dunphy-wealth-management-inc-128622/"},{"crd":284264,"name":"Durham Wealth Management, LLC","city":"St. Peters","state":"MO","fees":{"hourly":[200,200],"flat":[200,5000]},"sourceSentences":{"hourly":"Financial planning services are offered based on an hourly rate of $200 per hour.","flat":"Financial planning services are offered based on a negotiable flat fee ranging between $200 and $5,000 based on the complexity of the plan and the client’s needs."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043103","page":"https://plannerfees.com/planners/durham-wealth-management-llc-284264/"},{"crd":341473,"name":"Dustin Rippetoe LLC","city":"Edmond","state":"OK","fees":{"monthly":[1000,1000],"annual":[3500,3500]},"sourceSentences":{"annual":"Lower fees for comparable services may be available from other sources. *DR requires a minimum fee of $3,500 per year.","monthly":"AEPS’ minimum monthly fee is $1,000 per month."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051628","page":"https://plannerfees.com/planners/dustin-rippetoe-llc-341473/"},{"crd":170884,"name":"Dutch Asset Corporation","city":"Selkirk","state":"NY","fees":{"hourly":[300,300],"flat":[495,25000],"monthly":[100,300]},"sourceSentences":{"monthly":"The fixed fee may range from $100 to $300 per month, depending upon the complexity, demographics, number of participants, risk profile and plan specifications.","flat":"The negotiated fixed rate for creating client financial plans is between $495 and $25,000.","hourly":"Fees are charged 25% in advance, but never more than six months in advance, with the remainder due upon presentation of the plan. 5 Hourly Fees The negotiated hourly fee for these services is $300."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048500","page":"https://plannerfees.com/planners/dutch-asset-corporation-170884/"},{"crd":328563,"name":"Dutton Financial Planning, LLC","city":"Aledo","state":"TX","fees":{"flat":[3500,7500]},"sourceSentences":{"flat":"PERSONAL FINANCIAL PLANNING DFP charges a fixed fee between $3,500 and $7,500 for personal financial planning based on complexity and the Client’s unique situation."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048162","page":"https://plannerfees.com/planners/dutton-financial-planning-llc-328563/"},{"crd":166887,"name":"Duval Investment Group","city":"Minnetonka","state":"MN","fees":{"hourly":[175,175],"quarterly":[2500,2500]},"sourceSentences":{"hourly":"DIG charges $175 per hour for financial planning services and a plan typically may take 10-20 hours.","quarterly":"DIG may impose a minimum quarterly fee of $2,500."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000796","page":"https://plannerfees.com/planners/duval-investment-group-166887/"},{"crd":339034,"name":"Duvall Wealth Management LLC","city":"Fontana","state":"CA","fees":{"hourly":[75,300],"flat":[500,3000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $500 and $3,000.","hourly":"The negotiated hourly fee for these services is between $75 and $300."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040162","page":"https://plannerfees.com/planners/duvall-wealth-management-llc-339034/"},{"crd":332064,"name":"DW Huff Advisory","city":"Chalmette","state":"LA","fees":{"flat":[1200,1200]},"sourceSentences":{"flat":"Fixed f ee rat es rang e betw een $1,200 ] $10,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034101","page":"https://plannerfees.com/planners/dw-huff-advisory-332064/"},{"crd":299949,"name":"DWM Family Wealth","city":"Castle Rock","state":"CO","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"hourly":"Under hourly arrangements an hourly fee of $250 per hour is charged by DWM Family Wealth for financial planning & consulting services.","flat":"The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $10,000."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000518","page":"https://plannerfees.com/planners/dwm-family-wealth-299949/"},{"crd":133743,"name":"DWR Wealth Management, LLC","city":"San Jose","state":"CA","fees":{"hourly":[300,300],"flat":[2400,6000]},"sourceSentences":{"hourly":"For clients that do not wish to engage Adviser to provide ongoing portfolio management or advisory services, Adviser alternatively offers financial planning and consulting services on an hourly basis at $300 per hour, with an 8 hour minimum, subject to negotiation with a client.","flat":"In lieu of the hourly fee, we may negotiate a one-time flat fee ranging from $2,400 - $6,000."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051092","page":"https://plannerfees.com/planners/dwr-wealth-management-llc-133743/"},{"crd":159708,"name":"Dyche, Riley, & Selman Wealth Management","city":"Fayetteville","state":"GA","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"The fees for plan consulting will be billed at $175 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039540","page":"https://plannerfees.com/planners/dyche-riley-selman-wealth-management-159708/"},{"crd":123262,"name":"Dyer Financial Advisory","city":"Towson","state":"MD","fees":{"hourly":[350,350],"flat":[895,895]},"sourceSentences":{"flat":"3 Fixed Fee The Real Time Planning Package is $895.","hourly":"CERTIFIED FINANCIAL PLANNER™ Practitioner - $350 per hour Financial Advisor (Candidate for CFP® Certification) - $210 per hour Registered Paraplanner℠ - $95 per hour You are billed for the actual time spent by our firm; assessed in six minute increments, and a partial increment will be treated as a whole."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037043","page":"https://plannerfees.com/planners/dyer-financial-advisory-123262/"},{"crd":335655,"name":"Dyer Private Wealth Management","city":"Sparks Glencoe","state":"MD","fees":{"hourly":[200,200],"flat":[0,2500]},"sourceSentences":{"flat":"Our fixed fee typically ranges from $0 to $2,500 per engagement, depending on the scope and complexity of the services provided.","hourly":"Although billed as a fixed fee, the amount is generally derived from an internal estimate of the number of hours required to complete the work, multiplied by the firm’s internal hourly rate, which does not exceed $200 per hour."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058881","page":"https://plannerfees.com/planners/dyer-private-wealth-management-335655/"},{"crd":151367,"name":"Dynamic","city":"Phoenix","state":"AZ","fees":{"hourly":[150,500],"flat":[1000,50000],"monthly":[400,500],"annual":[1000,20000]},"sourceSentences":{"monthly":"In most cases, advisers also pay technology license fees ranging from $400 to $500 per month per user.","hourly":"The hourly rate generally ranges from $150 to $500 per hour and fixed fees may range from $1,000 to $50,000 per project, depending on the nature and complexity of the specific services involved in each certain engagement.","flat":"The hourly rate generally ranges from $150 to $500 per hour and fixed fees may range from $1,000 to $50,000 per project, depending on the nature and complexity of the specific services involved in each certain engagement.","annual":"Retainer fee arrangements generally range from $1,000 to $20,000 per year, depending upon several factors including, but not limited to the scope of work in the Agreement, the type or amount of Client assets and/or net worth, and on the nature and complexity of the specific services involved in each engagement."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022990","page":"https://plannerfees.com/planners/dynamic-151367/"},{"crd":144965,"name":"Dynamic Financial Solutions, LLC","city":"Glendale","state":"AZ","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"Rate Option Hourly rates typically range from $100-$250 per hour."},"brochureDate":"5/30/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=914938","page":"https://plannerfees.com/planners/dynamic-financial-solutions-llc-144965/"},{"crd":323407,"name":"Dynamic Legacy Planning","city":"Greenfield","state":"IN","fees":{"hourly":[100,100],"flat":[500,2500]},"sourceSentences":{"hourly":"Adhoc Financial Planning Services are offered based on an hourly fee of $100 per hour.","flat":"- 3- FIXED FEES Comprehensive Financial Planning Services are offered based on a flat fee between $500 and $2,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037972","page":"https://plannerfees.com/planners/dynamic-legacy-planning-323407/"},{"crd":342405,"name":"Dynamic Lifestyle Planning Group","city":"Aurora","state":"CO","fees":{"hourly":[250,1000],"flat":[250,3500]},"sourceSentences":{"hourly":"Review of tax strategies related to their investments which are designed to minimize your taxes. 2-4 hours 1-2 hours $500-$1,000 $250-$500 HOURLY FEES Financial Planning Services are offered based on a non-negotiable hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $250 and $3,500."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057363","page":"https://plannerfees.com/planners/dynamic-lifestyle-planning-group-342405/"},{"crd":169792,"name":"Dynamic Wealth Advisors","city":"Surprise","state":"AZ","fees":{"hourly":[250,250],"flat":[750,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250.","flat":"Our flat fees range from $750 to $10,000."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056161","page":"https://plannerfees.com/planners/dynamic-wealth-advisors-169792/"},{"crd":333203,"name":"Dynamic Wealth LLC","city":"Overland Park","state":"KS","fees":{"hourly":[300,300],"monthly":[250,250],"annual":[3000,3000]},"sourceSentences":{"hourly":"All fees for financial planning, whether for planning-only services or Project-Based Services, and whether flat or fixed or hourly, will be based on an hourly rate of $300.00 per hour.** For planningonly services, Dynamic Wealth requires a minimum, annual planning fee of $3,000.","annual":"All fees for financial planning, whether for planning-only services or Project-Based Services, and whether flat or fixed or hourly, will be based on an hourly rate of $300.00 per hour.** For planningonly services, Dynamic Wealth requires a minimum, annual planning fee of $3,000.","monthly":"For planning-only services, the monthly fee will not be less than $250.00 per month (or $3,000 per year—our minimum, annual planning fee)."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051303","page":"https://plannerfees.com/planners/dynamic-wealth-llc-333203/"},{"crd":167594,"name":"Dynamic Wealth Strategies, LLC","city":"Granite Bay","state":"CA","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"Our standard hourly fee is $375."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023523","page":"https://plannerfees.com/planners/dynamic-wealth-strategies-llc-167594/"},{"crd":327053,"name":"E-Wealth Partners","city":"Minnetonka","state":"MN","fees":{"hourly":[200,800],"annual":[5000,5000]},"sourceSentences":{"annual":"Financial planning clients are subject to a minimum advisory fee of $5,000 per year.","hourly":"Financial Planning engagements are offered at an hourly rate between $200 and $800 per hour, depending on complexity."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042551","page":"https://plannerfees.com/planners/e-wealth-partners-327053/"},{"crd":116281,"name":"E. Demmler and Associates","city":"Castro Valley","state":"CA","fees":{"hourly":[300,300],"flat":[2500,30000],"annual":[500,10000]},"sourceSentences":{"hourly":"Our hourly fees are $300 for Financial Advisors, and $150 per hour for Assistants.","flat":"Flat fees generally range from $2,500 to $30,000.","annual":"The annual retainer may range from $500 to $10,000."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015864","page":"https://plannerfees.com/planners/e-demmler-and-associates-116281/"},{"crd":162350,"name":"E.a. Hendrich Financial Planning, LLC","city":"Augusta","state":"GA","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice services are $225 per hour, billed in 30 minute increments."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020799","page":"https://plannerfees.com/planners/e-a-hendrich-financial-planning-llc-162350/"},{"crd":301193,"name":"E2 Financial Services, LLC","city":"Southgate","state":"KY","fees":{"flat":[500,500]},"sourceSentences":{"flat":"AND CONSULTING EFS charges a fixed fee of $500 for financial planning."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018555","page":"https://plannerfees.com/planners/e2-financial-services-llc-301193/"},{"crd":167078,"name":"E2i Financial Group, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The rate is $250 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033648","page":"https://plannerfees.com/planners/e2i-financial-group-llc-167078/"},{"crd":312499,"name":"Eagan Ventures LLC","city":"Austin","state":"TX","fees":{"hourly":[150,150],"flat":[500,1500]},"sourceSentences":{"flat":"Service Comprehensive Financial Plan Annual Financial Plan Review Separate Financial Planning Consultations Fee Type and Amount $1,500 fixed fee $500 fixed fee $150 hourly fee Eagan Ventures may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.","hourly":"Service Comprehensive Financial Plan Annual Financial Plan Review Separate Financial Planning Consultations Fee Type and Amount $1,500 fixed fee $500 fixed fee $150 hourly fee Eagan Ventures may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999792","page":"https://plannerfees.com/planners/eagan-ventures-llc-312499/"},{"crd":281675,"name":"Eagle Bay Family Office","city":"New York","state":"NY","fees":{"hourly":[150,1000]},"sourceSentences":{"hourly":"These fees are negotiable, but generally range from $150 to $1,000 per hour when charged on an hourly basis and between 25 and 150 basis points (0.25% – 1.50%) when based on an assetbased arrangement."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025295","page":"https://plannerfees.com/planners/eagle-bay-family-office-281675/"},{"crd":343624,"name":"Eagle Financial Planning","city":"Eagle","state":"ID","fees":{"hourly":[500,500],"annual":[6000,50000]},"sourceSentences":{"annual":"Ongoing Financial Planning For Ongoing Financial Planning, we charge an annual fixed fee of $6,000 to $50,000 paid quarterly in advance.","hourly":"For Ongoing Financial Planning, we charge an annual fixed fee of $6,000 to $50,000 paid quarterly in advance, based upon our hourly rate of $500."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059798","page":"https://plannerfees.com/planners/eagle-financial-planning-343624/"},{"crd":283096,"name":"Eagle Grove Advisors LLC","city":"Westfield","state":"NJ","fees":{"hourly":[250,250],"monthly":[620,620],"annual":[7450,7450]},"sourceSentences":{"annual":"Our standard fee is based on the market value of the assets under management and is calculated as follows, subject to a minimum annual fee of $7,450:","monthly":"The minimum fee is $7,450 per year, or $620.83 per month.","hourly":"Financial Planning fee is an hourly rate of $250.00 per hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017094","page":"https://plannerfees.com/planners/eagle-grove-advisors-llc-283096/"},{"crd":165660,"name":"Eagle Ridge Wealth Advisors","city":"Morton","state":"IL","fees":{"hourly":[200,300],"flat":[500,10000],"monthly":[100,1000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500-$10,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100-$1,000 per month.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500-$10,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100-$1,000 per month.","hourly":"Financial Planning fee is an hourly rate between $200 and $300 per hour, depending on complexity."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000256","page":"https://plannerfees.com/planners/eagle-ridge-wealth-advisors-165660/"},{"crd":124875,"name":"Eagle Tax Planning & Advisory Group.llc","city":"Ozone Park","state":"NY","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"The hourly rate for limited scope engagements is $175.00."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016340","page":"https://plannerfees.com/planners/eagle-tax-planning-advisory-group-llc-124875/"},{"crd":335026,"name":"Eagle Valley Wealth Management","city":"Vilonia","state":"AR","fees":{"hourly":[300,300],"flat":[0,2500]},"sourceSentences":{"flat":"Quarterly Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning + Investment Management $0 - $1,250 $0 - $2,500 Fees are based on complexity and needs of the Client, and may be negotiable in certain cases.","hourly":"For fees paid in arrears, Client shall be charged a pro-rata fee based upon the percentage of the work done up to the date of termination. 8 Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $300 per hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006007","page":"https://plannerfees.com/planners/eagle-valley-wealth-management-335026/"},{"crd":335252,"name":"Eagle's Crest Advisors, LLC","city":"Huntington","state":"NY","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"Financial Planning services on a standalone basis are billed on an hourly basis ranging between $150 and $500 per hour."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058739","page":"https://plannerfees.com/planners/eagle-s-crest-advisors-llc-335252/"},{"crd":288413,"name":"Eaglestrong Financial","city":"Memphis","state":"TN","fees":{"hourly":[200,200],"monthly":[100,500]},"sourceSentences":{"monthly":"An upfront charge of $1,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $500 per month.","hourly":"$200 per hour Fees for this service will be paid at the completion of the engagement."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009916","page":"https://plannerfees.com/planners/eaglestrong-financial-288413/"},{"crd":309470,"name":"Eamon Capital Management, LLC","city":"Wexford","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Ongoing Comprehensive Financial Planning Financial Planning engagements are offered at the rate of $250 per hour and may be negotiable in certain cases."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011813","page":"https://plannerfees.com/planners/eamon-capital-management-llc-309470/"},{"crd":334284,"name":"Earls Financial","city":"Lindale","state":"TX","fees":{"flat":[500,25000]},"sourceSentences":{"flat":"We charge a fixed fee in the range of $500-$25,000 for Project-Based Financial Planning depending on the scope, length, and complexity of the project."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052342","page":"https://plannerfees.com/planners/earls-financial-334284/"},{"crd":281923,"name":"Earn Into Wealth Strategies","city":"Atlanta","state":"GA","fees":{"hourly":[500,500],"flat":[1000,15000],"annual":[9000,50000]},"sourceSentences":{"flat":"There may be a one-time set-up fee for new clients, which ranges between $1,000 to $15,000.","annual":"(b) Fees & Billing for Standard Services Our fees for the standard services plan are assessed at fixed fees of $9,000 to $50,000 annually.","hourly":"Clients are billed separately at the hourly rate of $500 for additional hours that extend beyond the allotted annual service hours. 2."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000210","page":"https://plannerfees.com/planners/earn-into-wealth-strategies-281923/"},{"crd":300023,"name":"Earndex, LLC","city":"Bryn Mawr","state":"PA","fees":{"flat":[100,30000],"monthly":[100,3000]},"sourceSentences":{"flat":"The fixed fee can range between $100.00 and $30,000.00 based on the complexity and the scope of engagement.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500.00 to $3,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $100.00 to $3,000.00 per month, depending on the complexity and needs of…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030767","page":"https://plannerfees.com/planners/earndex-llc-300023/"},{"crd":108052,"name":"Earned Wealth Advisors, LLC","city":"Walnut Creek","state":"CA","fees":{"flat":[2500,15000],"annual":[3000,3000]},"sourceSentences":{"flat":"Fixed fees are negotiable but generally range from $2,500 to $15,000 determined by a combination of the scope and complexity of the engagement.","annual":"Earned Wealth Advisors charges a minimum annual fee of $3,000 (assessed quarterly)."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032083","page":"https://plannerfees.com/planners/earned-wealth-advisors-llc-108052/"},{"crd":307258,"name":"Easley Investment Consultants, Inc.","city":"Ridgeland","state":"MS","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"We typically charge hourly fees at a maximum rate of $300 per hour for financial planning and consulting services."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005442","page":"https://plannerfees.com/planners/easley-investment-consultants-inc-307258/"},{"crd":136155,"name":"East Coast Wealth Management, Inc.","city":"Florham Park","state":"NJ","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"Clients may also opt for an hourly fee of $325.00 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012497","page":"https://plannerfees.com/planners/east-coast-wealth-management-inc-136155/"},{"crd":337305,"name":"East Face LLC","city":"Bozeman","state":"MT","fees":{"hourly":[250,250],"flat":[5000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $5,000 - $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"3/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015802","page":"https://plannerfees.com/planners/east-face-llc-337305/"},{"crd":127481,"name":"East Guilford Financial Services LLC","city":"Madison","state":"CT","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our Consultation Services fee is calculated and charged on a rate of $200 per hour and is negotiable."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024258","page":"https://plannerfees.com/planners/east-guilford-financial-services-llc-127481/"},{"crd":158364,"name":"East Horizon Investments","city":"Cambridge","state":"MA","fees":{"flat":[300,300]},"sourceSentences":{"flat":"Financial Planning, Investment Advisory and Consulting Fees Our hourly fee for financial planning, investment advisory and consulting is $300-400 per hour."},"brochureDate":"5/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046131","page":"https://plannerfees.com/planners/east-horizon-investments-158364/"},{"crd":329485,"name":"East River Capital Management LLC","city":"Pittsfield","state":"MA","fees":{"hourly":[100,500],"flat":[2000,200000]},"sourceSentences":{"flat":"Our flat fees generally range from $2,000 to $200,000.","hourly":"Our hourly fees generally range from $100 to $500 for financial advisors."},"brochureDate":"9/5/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=989689","page":"https://plannerfees.com/planners/east-river-capital-management-llc-329485/"},{"crd":306788,"name":"East Shore Advisors, LLC","city":"Marenisco","state":"MI","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"We will provide our services at the hourly rate of $225 per hour."},"brochureDate":"6/7/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=782190","page":"https://plannerfees.com/planners/east-shore-advisors-llc-306788/"},{"crd":314715,"name":"East Valley Wealth LLC","city":"Gilbert","state":"AZ","fees":{"hourly":[300,500],"flat":[2000,10000]},"sourceSentences":{"flat":"The minimum fixed fee is $2,000, and the maximum fixed fee is $10,000.","hourly":"Hourly fees range from $300 - $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033306","page":"https://plannerfees.com/planners/east-valley-wealth-llc-314715/"},{"crd":159038,"name":"East West Investment Advisors, LLC","city":"Kinsale","state":"VA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Services are available based on an hourly rate, generally $350 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034177","page":"https://plannerfees.com/planners/east-west-investment-advisors-llc-159038/"},{"crd":331427,"name":"Eastlake Planning LLC","city":"Dallas","state":"TX","fees":{"flat":[2500,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $15,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008871","page":"https://plannerfees.com/planners/eastlake-planning-llc-331427/"},{"crd":341242,"name":"Easy Sunday Financial Planning","city":"San Gabriel","state":"CA","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":", the Firm generally requires a minimum annual fee of $5,000 for ongoing advisory services."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053381","page":"https://plannerfees.com/planners/easy-sunday-financial-planning-341242/"},{"crd":171009,"name":"Ebersole Financial LLC","city":"Wellesley Hills","state":"MA","fees":{"annual":[3000,3000]},"sourceSentences":{"annual":"Our Targeted Strike Package is $3,000 per year and includes an initial review, a financial plan focused on your three to five “hot-button” issues and two one-hour consultations during the course of the year to review your progress toward your goals, as well as an additional five hours of consultation time to…"},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019043","page":"https://plannerfees.com/planners/ebersole-financial-llc-171009/"},{"crd":164024,"name":"Ebis","city":"Phoenix","state":"AZ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"For those clients requesting a stand-alone, documented nancial plan with no implementation services, fees for nancial planning are billed by the hour at a rate of $200/hr."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033959","page":"https://plannerfees.com/planners/ebis-164024/"},{"crd":323808,"name":"Ecf Wealth, Inc.","city":"Miami Beach","state":"FL","fees":{"flat":[3500,10000]},"sourceSentences":{"flat":"Fixed fees range from $3,500 to $10,000."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011621","page":"https://plannerfees.com/planners/ecf-wealth-inc-323808/"},{"crd":312446,"name":"Echelon Private Wealth LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"$400 (negotiable depending on complexity and scope) Estimated costs are provided in advance."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045238","page":"https://plannerfees.com/planners/echelon-private-wealth-llc-312446/"},{"crd":307166,"name":"Echelon Virtual Family Office, LLC","city":"Sarasota","state":"FL","fees":{"flat":[50000,50000]},"sourceSentences":{"flat":"Services are offered based on a fixed fee to never exceed $50,000 depending on the complexity of the engagement."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006793","page":"https://plannerfees.com/planners/echelon-virtual-family-office-llc-307166/"},{"crd":288026,"name":"Echo Advisory LLC","city":"Menlo Park","state":"CA","fees":{"flat":[2400,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,400 and $5,000."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044679","page":"https://plannerfees.com/planners/echo-advisory-llc-288026/"},{"crd":322141,"name":"Echo Prudent Capital LLC","city":"Glenview","state":"IL","fees":{"hourly":[50,300],"flat":[100,5000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 6 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $100 and $5,000.","hourly":"The negotiated hourly fee for these services is between $50 and $300."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044870","page":"https://plannerfees.com/planners/echo-prudent-capital-llc-322141/"},{"crd":174136,"name":"Echo Wealth Management, LLC","city":"Plymouth","state":"MN","fees":{"flat":[2500,6000]},"sourceSentences":{"flat":"Any prepaid, unearned fees will be refunded within fourteen (14) days to the client via check or return deposit back into the client’s account. 8 FINANCIAL PLANNING FEES Our Financial Planning fees are calculated and charged on a fixed flat fee basis, typically ranging from $2,500 to $6,000 depending on the nature…"},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040550","page":"https://plannerfees.com/planners/echo-wealth-management-llc-174136/"},{"crd":324584,"name":"Echo Wealth Partners","city":"Las Vegas","state":"NV","fees":{"hourly":[525,525],"flat":[5000,20000],"annual":[18000,50000]},"sourceSentences":{"flat":"Lower fees for comparable services may be available from other sources Financial Planning Fees Fixed Fees The fixed rate for creating client financial plan is between $5,000 and $20,000 depending on the complexity of client’s personal financial circumstances and stated objective.","annual":"The fixed rate for On-going Strategic Management and Advice is between $18,000 $50,000 annually depending on the complexity of client’s personal financial circumstances, stated objectives, net worth, investable assets and household income.","hourly":"EWP’s hourly billing rate is generally $525 per hour."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040882","page":"https://plannerfees.com/planners/echo-wealth-partners-324584/"},{"crd":307265,"name":"Echo45 Advisors LLC","city":"Walnut Creek","state":"CA","fees":{"flat":[20000,20000]},"sourceSentences":{"flat":"Flat fees will not exceed $20,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018816","page":"https://plannerfees.com/planners/echo45-advisors-llc-307265/"},{"crd":306527,"name":"Eckelberg Financial, Inc.","city":"Phoenix","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee is $250 per hour and is negotiable at the discretion of the Advisor."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016419","page":"https://plannerfees.com/planners/eckelberg-financial-inc-306527/"},{"crd":111041,"name":"Eclectic Associates, Inc.","city":"Fullerton","state":"CA","fees":{"hourly":[350,350],"flat":[350,7000]},"sourceSentences":{"hourly":"We base fixed fee consulting on an estimate of the time it will take to complete a project using our hourly rate of $350.","flat":"Our fixed rate generally ranges between $350 and $7,000 but could be higher depending on the scope of the project."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054697","page":"https://plannerfees.com/planners/eclectic-associates-inc-111041/"},{"crd":125738,"name":"Econologics Financial Advisors","city":"Largo","state":"FL","fees":{"monthly":[475,975],"quarterly":[425,975]},"sourceSentences":{"monthly":"The monthly fee for new Owner Clients for Ongoing Advisory Services ranges between $475 to $975 per month.","quarterly":"The quarterly fee for new NonOwner Clients and New Owner Clients for Ongoing Advisory Services ranges between $425 to $975 quarterly."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024318","page":"https://plannerfees.com/planners/econologics-financial-advisors-125738/"},{"crd":141959,"name":"Ed Douglas","city":"Chillicothe","state":"MO","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"I charge an hourly fee of $200 per hour."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999760","page":"https://plannerfees.com/planners/ed-douglas-141959/"},{"crd":290208,"name":"Eddy Financial, LLC","city":"Santa Monica","state":"CA","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019658","page":"https://plannerfees.com/planners/eddy-financial-llc-290208/"},{"crd":277083,"name":"Eden Advisory Services, LLC","city":"Albany","state":"NY","fees":{"hourly":[80,300],"flat":[1000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.","hourly":"The negotiated hourly fee for these services is between $80 and $300."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057058","page":"https://plannerfees.com/planners/eden-advisory-services-llc-277083/"},{"crd":323479,"name":"Eden Financial","city":"Aliso Viejo","state":"CA","fees":{"hourly":[300,300],"flat":[300,4000]},"sourceSentences":{"flat":"Fixed fee rates range between $300 and $4,000.","hourly":"Our hourly rate is $300."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057582","page":"https://plannerfees.com/planners/eden-financial-323479/"},{"crd":341116,"name":"Edgewood Wealth Management","city":"Bend","state":"OR","fees":{"hourly":[400,400],"quarterly":[3750,3750],"annual":[15000,15000]},"sourceSentences":{"quarterly":"Fees are paid quarterly in arrears, up to a maximum of $3,750 per quarter.","annual":"In no event will the amount of annual fees under Financial Planning based engagements exceed $15,000 per year, inclusive of the initial fee.","hourly":"We provide project-based financial planning at a rate of $400 per hour."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045822","page":"https://plannerfees.com/planners/edgewood-wealth-management-341116/"},{"crd":292227,"name":"Edk Advisory","city":"Frisco","state":"TX","fees":{"hourly":[200,200],"flat":[500,5000],"annual":[2000,7200]},"sourceSentences":{"hourly":"Hourly fees are billed at a rate of $200.","flat":"Fixed fees range from $500 to $5,000 per engagement.","annual":"The fees range from $2,000 to $7,200 per year."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016420","page":"https://plannerfees.com/planners/edk-advisory-292227/"},{"crd":115524,"name":"Edna J. Thompsen, CFP","city":"Spring","state":"TX","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Thompsen, CFP® charges an hourly rate of $175 for financial consulting and $75 per hour for administration services for a client’s personal finances."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007418","page":"https://plannerfees.com/planners/edna-j-thompsen-cfp-115524/"},{"crd":329045,"name":"Educated Financial Planning","city":"Astoria","state":"NY","fees":{"hourly":[350,350],"flat":[500,6000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $6,000.","hourly":"Our hourly rate is $350."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023892","page":"https://plannerfees.com/planners/educated-financial-planning-329045/"},{"crd":327581,"name":"Educated Investors LLC","city":"Scarborough","state":"ME","fees":{"hourly":[180,180],"monthly":[90,90],"annual":[1700,1700]},"sourceSentences":{"annual":"with a minimum annual fee of $1700.","monthly":"Clients who contract for this plan will be charged an annual fee for ongoing services, which can be paid monthly, starting at $90 per month for a single person, $110 for a couple, and $140 for retirees, due Disclosure Brochure, Educated Investors LLC, March 1, 2026 5 at the end of each month, with the first payment…","hourly":"Upon cancelling the agreement prior to the end of an agreement year, the client will pay $180/hour for services provided during the agreement year, or the full value of the annual agreement, whichever is less."},"brochureDate":"3/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013130","page":"https://plannerfees.com/planners/educated-investors-llc-327581/"},{"crd":328012,"name":"Edward Haro Financial, LLC","city":"Tustin","state":"CA","fees":{"hourly":[200,200],"flat":[500,5000],"monthly":[20,100]},"sourceSentences":{"monthly":"The fee is a flat fee ranging from $20 to $100 per month.","flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000.","hourly":"The negotiated hourly fee for these services is $200."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013310","page":"https://plannerfees.com/planners/edward-haro-financial-llc-328012/"},{"crd":338899,"name":"Edward Wealth Partners","city":"Lithia Springs","state":"GA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $350 per hour."},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041880","page":"https://plannerfees.com/planners/edward-wealth-partners-338899/"},{"crd":323996,"name":"Edwin Chiang Investment Advisor","city":"La Verne","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"We provide fee-only, hourly, services billed at $200/hr in 30 minute increments on the final day of each month in which services were rendered."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005550","page":"https://plannerfees.com/planners/edwin-chiang-investment-advisor-323996/"},{"crd":307035,"name":"Edwin Lane Financial Services, LLC","city":"Kenmore","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 4 Financial Planning Fees Hourly Fees The hourly fee for these services is $250/hr."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009120","page":"https://plannerfees.com/planners/edwin-lane-financial-services-llc-307035/"},{"crd":312671,"name":"Efc Wealth Management Firm LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[400,400],"flat":[2495,2495],"monthly":[99,99]},"sourceSentences":{"flat":"Services are offered for a flat fee of $2,495 for a full financial plan.","hourly":"Limited Scope Financial Plans are offered based on an hourly fee of $400.","monthly":"At a monthly subscription cost of $99.00 per month, EFC will provide ongoing monthly advice on issues such as debt management, automation of savings and building wealth, and provide access to affordable or free educational training and classes on financial subjects."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051890","page":"https://plannerfees.com/planners/efc-wealth-management-firm-llc-312671/"},{"crd":327998,"name":"Effective Finance LLC","city":"Berkeley","state":"CA","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $500 to $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028287","page":"https://plannerfees.com/planners/effective-finance-llc-327998/"},{"crd":283922,"name":"Efficient Capital Strategies, LLC","city":"Barrington","state":"RI","fees":{"quarterly":[500,500],"annual":[2000,2000]},"sourceSentences":{"quarterly":"Fees for our investment supervisory services are offered at a fixed fee of $500 per quarter ($2,000 annually).","annual":"Fees for our investment supervisory services are offered at a fixed fee of $500 per quarter ($2,000 annually)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038535","page":"https://plannerfees.com/planners/efficient-capital-strategies-llc-283922/"},{"crd":156466,"name":"Efficient Market Investments, LLC","city":"Apple Valley","state":"MN","fees":{"hourly":[290,290],"annual":[4200,4200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $290 per hour.","annual":"Financial Consulting Services are offered based on a flat fee of $4,200 annually."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055204","page":"https://plannerfees.com/planners/efficient-market-investments-llc-156466/"},{"crd":311458,"name":"Efficient Planning Solutions LLC","city":"Oak Park","state":"MI","fees":{"annual":[750,750]},"sourceSentences":{"annual":"For ongoing annual planning, there is a one-time, upfront initial planning fee that is based on the nature and complexity of the engagement in addition to an annual fee paid out quarterly in arrears with an annual minimum of $750."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020481","page":"https://plannerfees.com/planners/efficient-planning-solutions-llc-311458/"},{"crd":161352,"name":"Efinancial Alliance, LLC","city":"Franklin","state":"TN","fees":{"hourly":[295,295],"flat":[5000,10000]},"sourceSentences":{"hourly":"We assess an hourly rate of $295 an hour for financial planning services when clients request one or two of the financial planning modules or when a client requests a planning service not covered by a module.","flat":"For a more complex situation we assess a fixed fee that ranges from $5,000 to $10,000."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041707","page":"https://plannerfees.com/planners/efinancial-alliance-llc-161352/"},{"crd":335569,"name":"Ego Death Financial LLC","city":"Albuquerque","state":"NM","fees":{"flat":[200,2160]},"sourceSentences":{"flat":"For specific projects or retainer agreements, we charge a flat fee of $200–$2,160, agreed upon in advance."},"brochureDate":"3/17/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=954036","page":"https://plannerfees.com/planners/ego-death-financial-llc-335569/"},{"crd":325595,"name":"Ehrlich Financial Group","city":"Laguna Niguel","state":"CA","fees":{"hourly":[250,500],"flat":[1500,10000]},"sourceSentences":{"hourly":"Hourly fees range from $250 to $500 per hour.","flat":"Fixed fees range from $1,500 to $10,000."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004691","page":"https://plannerfees.com/planners/ehrlich-financial-group-325595/"},{"crd":317634,"name":"Eid Capital","city":"Dallas","state":"TX","fees":{"hourly":[250,250],"flat":[1000,3000],"monthly":[150,550]},"sourceSentences":{"flat":"Ongoing Financial Planning consists of an initial fee of $1,000-$3,000.","monthly":"Thereafter, EID charges a fixed fee for ongoing comprehensive financial planning that is paid monthly, in arrears, at the rate of $150-$550 per month.","hourly":"Hourly rates range between $250 per hour, depending on complexity."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041977","page":"https://plannerfees.com/planners/eid-capital-317634/"},{"crd":327701,"name":"Eight Peaks Wealth Management","city":"Parker","state":"CO","fees":{"hourly":[360,360],"flat":[4200,36000]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing financial planning engagements are billed at a fixed price that ranges from $4,200 to $36,000.","hourly":"Fixed fee rates range between $360 to $18,000 and our hourly rate is $360, with a three-hour minimum."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039608","page":"https://plannerfees.com/planners/eight-peaks-wealth-management-327701/"},{"crd":310103,"name":"Eighth Wonder Investments","city":"Fargo","state":"ND","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $125 per hour but may be negotiated in 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needs."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052910","page":"https://plannerfees.com/planners/eightone-capital-llc-318132/"},{"crd":332877,"name":"Eighty Rods Advisors","city":"Larchmont","state":"NY","fees":{"hourly":[325,325],"flat":[6000,30000],"annual":[5000,30000]},"sourceSentences":{"flat":"Ongoing Financial Planning and Investment Management Services (combined) o $6,000 - $30,000 Investment Management Services only o $5,000 - $30,000 One-Time Services – Fixed Fees","hourly":"Upon termination, the client remains responsible for fees associated with services performed through the termination date using an hourly rate of $325.","annual":"The annual fee typically ranges from $5,000 to $30,000 and is generally billed in equal quarterly installments in 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planning."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=914720","page":"https://plannerfees.com/planners/elderkin-wealth-management-llc-331049/"},{"crd":298350,"name":"Elderrock Financial LLC","city":"Everett","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our hourly rate is $200."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035615","page":"https://plannerfees.com/planners/elderrock-financial-llc-298350/"},{"crd":339642,"name":"Element Risk Wealth Advisors","city":"Hanover","state":"PA","fees":{"flat":[2500,5000],"annual":[2000,2000]},"sourceSentences":{"flat":"- 4- FINANCIAL PLANNING AND CONSULTING ERWA charges a fixed fee between $2,500 and $5,000 based on complexity and the Client’s unique situation.","annual":"The Client pays the same $2,000 annual fee."},"brochureDate":"12/18/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998857","page":"https://plannerfees.com/planners/element-risk-wealth-advisors-339642/"},{"crd":304854,"name":"Elemental Wealth Advisors, LLC","city":"San Luis Obispo","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at an hourly rate of $350.00 per hour.."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001623","page":"https://plannerfees.com/planners/elemental-wealth-advisors-llc-304854/"},{"crd":167731,"name":"Elements 5 Investment Management","city":"Bridgewater","state":"NJ","fees":{"hourly":[400,400],"flat":[5000,5000]},"sourceSentences":{"flat":"The minimum fee for basic financial planning is $5,000 and includes a financial goals review, data gathering, analysis of current financial position, development of a financial plan to attain one main goal (typically retirement), presentation of advice and recommendations, and plan monitoring in the first year.","hourly":"Elements 5 charges a fee of $400 per hour for Mr."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030468","page":"https://plannerfees.com/planners/elements-5-investment-management-167731/"},{"crd":330000,"name":"Elephant Corner Financial","city":"Burlington","state":"VT","fees":{"hourly":[350,350],"monthly":[150,1000]},"sourceSentences":{"hourly":"In the event of early termination, you are responsible for paying fees for any services provided prior to termination at an hourly rate of $350 multiplied by the hours worked prior to termination, unless otherwise specified in your agreement.","monthly":"Fees for our Ongoing Subscription-Based service may be a fixed fee of $150 to $1,000 per month payable in advance, depending on your ongoing service needs."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014925","page":"https://plannerfees.com/planners/elephant-corner-financial-330000/"},{"crd":158386,"name":"Elevage Partners, LLC","city":"Reno","state":"NV","fees":{"quarterly":[600,600]},"sourceSentences":{"quarterly":"The minimum quarterly fee is $600."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030094","page":"https://plannerfees.com/planners/elevage-partners-llc-158386/"},{"crd":288190,"name":"Elevate Capital Advisors","city":"Eagle","state":"CO","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"A common fee for financial planning is $300/hr. with a total cost of $1500."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005567","page":"https://plannerfees.com/planners/elevate-capital-advisors-288190/"},{"crd":172375,"name":"Elevate Financial","city":"Scottsdale","state":"AZ","fees":{"hourly":[150,150],"flat":[1999,1999],"monthly":[99,199]},"sourceSentences":{"flat":"This service is done on a fixed fee basis of $1999 per plan.","hourly":"We reserve the right to charge for planning time in excess of 15 hours at $150 per hour.","monthly":"monthly fixed fee ranging from $99 to $199 per month for ongoing financial planning and investment consultation services Termination of Services Either party may terminate the agreement with 30 day written notice."},"brochureDate":"10/9/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=993100","page":"https://plannerfees.com/planners/elevate-financial-172375/"},{"crd":329079,"name":"Elevate Financial Planning and Wealth Management","city":"St. Petersburg","state":"FL","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"These fees are negotiable but generally range from $1,000 to $10,000 on a fixed fee basis depending upon the scope and complexity of the services, and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034242","page":"https://plannerfees.com/planners/elevate-financial-planning-and-wealth-management-329079/"},{"crd":149713,"name":"Elevate Wealth Advisory, Inc.","city":"Athens","state":"GA","fees":{"flat":[1500,10000]},"sourceSentences":{"flat":"Fixed wealth planning fees are individually negotiated and range between $1,500 and $10,000 based on the scope and complexity of the arrangement."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022096","page":"https://plannerfees.com/planners/elevate-wealth-advisory-inc-149713/"},{"crd":338405,"name":"Elevate Wealth LLC","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[5000,30000],"annual":[5000,100000]},"sourceSentences":{"flat":"Fees for a Full Financial Plan are offered based on a fixed fee ranging from $5,000 to $30,000.","hourly":"Fees for Consultation Services are offered based on an hourly fee of $250.","annual":"Fees for Ongoing Financial Planning Services range from $5,000 to $100,000 annually based on the following service levels:"},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050855","page":"https://plannerfees.com/planners/elevate-wealth-llc-338405/"},{"crd":336710,"name":"Elevate Wealth Management","city":"Sheridan","state":"WY","fees":{"hourly":[500,500],"flat":[2500,10000]},"sourceSentences":{"flat":"Fixed fee typically range from $2,500 - $10,000 and the maximum hourly fee is $500 per hour.","hourly":"Fixed fee typically range from $2,500 - $10,000 and the maximum hourly fee is $500 per hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011792","page":"https://plannerfees.com/planners/elevate-wealth-management-336710/"},{"crd":290067,"name":"Elevated Asset Management LLC","city":"Jackson","state":"WY","fees":{"flat":[1000,3000]},"sourceSentences":{"flat":"- 7- FIXED FEES Financial Planning Services are offered based on a flat fee between $1,000 to $3,000."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009233","page":"https://plannerfees.com/planners/elevated-asset-management-llc-290067/"},{"crd":334353,"name":"Elevated Financial Group","city":"Indianapolis","state":"IN","fees":{"hourly":[350,1000],"flat":[1000,25000],"monthly":[99,999]},"sourceSentences":{"flat":"Flat fees range from $1,000-$25,000 and are in addition to advisory fees.","hourly":"Hourly fees range between $350 to $1,000/ hour.","monthly":"On-going financial planning service fees range between $99$999/ month and are renewed on a 12-month basis."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052321","page":"https://plannerfees.com/planners/elevated-financial-group-334353/"},{"crd":157054,"name":"Elevation Investment Consulting","city":"Rochester","state":"NY","fees":{"flat":[500,2000]},"sourceSentences":{"flat":"Should the project not be completed, fees that are charged in advance will be refunded based on the prorated amount of work completed at the point of termination. 5 Item 5 - Fees and Compensation – (continued) Fixed Fee – Financial Planning Elevation also provides financial planning services for clients for fees…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=703217","page":"https://plannerfees.com/planners/elevation-investment-consulting-157054/"},{"crd":309256,"name":"Elevation Wealth LLC","city":"Aston","state":"PA","fees":{"flat":[2500,12000]},"sourceSentences":{"flat":"The fee ranges from $2,500 to $12,000 per plan, and is determined by the complexity of the engagement, time involved developing the plan, number of accounts involved, etc."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020553","page":"https://plannerfees.com/planners/elevation-wealth-llc-309256/"},{"crd":310458,"name":"Elgon Financial Advisors","city":"Austin","state":"TX","fees":{"flat":[4000,25000],"annual":[7500,7500]},"sourceSentences":{"annual":"For clients with less than $500,000 in AUM, the advisory fee consists of a flat annual fee starting at $7,500, which may be subject to change annually.","flat":"Fixed fee rates range between $4,000 and $25,000."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057090","page":"https://plannerfees.com/planners/elgon-financial-advisors-310458/"},{"crd":334200,"name":"Elion Financial, LLC","city":"Tucson","state":"AZ","fees":{"flat":[1500,1500],"annual":[3000,50000]},"sourceSentences":{"annual":"The negotiated annual fee generally ranges from $3,000 to $50,000.","flat":"EF offers financial planning services for a fixed fee of $1,500."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055610","page":"https://plannerfees.com/planners/elion-financial-llc-334200/"},{"crd":120465,"name":"Eliot Rose Wealth Management, LLC","city":"Providence","state":"RI","fees":{"flat":[5400,5400]},"sourceSentences":{"flat":"We charge a flat fee of $5,400 for our financial planning services, payable in two installments."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008322","page":"https://plannerfees.com/planners/eliot-rose-wealth-management-llc-120465/"},{"crd":341830,"name":"Elite Data Solutions LLC","city":"Houston","state":"TX","fees":{"hourly":[250,250],"flat":[2500,7500],"monthly":[100,100]},"sourceSentences":{"monthly":"Investment advisory fees for Clients with assets under management which are less than $100,000 will be charged a monthly fee of $100 per month.","hourly":"Hourly fees are $250 per hour.","flat":"Fixed fees range from $2,500 to $7,500."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046026","page":"https://plannerfees.com/planners/elite-data-solutions-llc-341830/"},{"crd":174000,"name":"Elite Focus Private Wealth, LLC","city":"Chicago","state":"IL","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Financial planning fees typically include a fixed upfront payment for the initial planning process between $500 to $5,000, depending on the scope and complexity of the engagement."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016305","page":"https://plannerfees.com/planners/elite-focus-private-wealth-llc-174000/"},{"crd":333159,"name":"Elite Wealth Management, Inc.","city":"Plover","state":"WI","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Elite Wealth Management may provide a comprehensive financial plan for a fixed fee of $500, which may be negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034788","page":"https://plannerfees.com/planners/elite-wealth-management-inc-333159/"},{"crd":317481,"name":"Elite Wealth Management, LLC","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[2500,15000]},"sourceSentences":{"flat":"The fixed fee can range between $2,500 and $15,000, depending on complexity and the needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate of $250.00 per hour, depending on complexity."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047718","page":"https://plannerfees.com/planners/elite-wealth-management-llc-317481/"},{"crd":337524,"name":"Elitegate Wealth, LLC","city":"Pflugerville","state":"TX","fees":{"flat":[2500,10000],"quarterly":[250,1250]},"sourceSentences":{"quarterly":"However, Clients with a relationship size under $2,000,000 will be charged an ongoing financial planning fee ranging from $250 to $1,250 per quarter.","flat":"The Advisor also offers stand-alone financial planning services for a fixed engagement fee ranging from $2,500 to $10,000 per engagement."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052078","page":"https://plannerfees.com/planners/elitegate-wealth-llc-337524/"},{"crd":330466,"name":"Ell Wess Advisors","city":"Atlanta","state":"GA","fees":{"hourly":[300,750],"flat":[1000,20000],"monthly":[1000,1000]},"sourceSentences":{"flat":"For standalone engagements, our planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, and from $300 to $750 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"For standalone engagements, our planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, and from $300 to $750 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","monthly":"The Support Mode program is offered on a month-to-month basis, for a monthly fixed fee of $1,000, paid in advance."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025447","page":"https://plannerfees.com/planners/ell-wess-advisors-330466/"},{"crd":307357,"name":"Ella Financial Advising","city":"Oakland","state":"CA","fees":{"hourly":[400,400],"flat":[10000,30000],"annual":[10000,30000]},"sourceSentences":{"annual":"The annual fee will range between $10,000 to $30,000 depending on the individual needs and complexity of the client’s financial situation.","flat":"Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client. 9 Stand-Alone Project-Based Comprehensive Financial Planning Project-Based Financial Planning consists of a fixed fee ranging from $10,000 - $30,000, depending on the individual needs and complexity of…","hourly":"Financial Planning engagements are offered at an hourly rate of $400 per hour."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054875","page":"https://plannerfees.com/planners/ella-financial-advising-307357/"},{"crd":148382,"name":"Ellen J Webber, CFP","city":"Seattle","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly rate is $250 per hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021395","page":"https://plannerfees.com/planners/ellen-j-webber-cfp-148382/"},{"crd":295099,"name":"Ellerbrock-Norris Wealth Strategies LLC","city":"Omaha","state":"NE","fees":{"flat":[250,20000]},"sourceSentences":{"flat":"C.​ With respect to financial planning, Adviser charges a flat rate that generally ranges between $250 and $20,000 per financial plan, and/or ongoing flat fees charged monthly or quarterly depending on the nature and complexity of the financial planning services to be rendered and the specific scope of financial…"},"brochureDate":"6/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048672","page":"https://plannerfees.com/planners/ellerbrock-norris-wealth-strategies-llc-295099/"},{"crd":307301,"name":"Ellevate Advisors","city":"Tulsa","state":"OK","fees":{"hourly":[100,2000],"monthly":[100,2000],"quarterly":[300,6000]},"sourceSentences":{"monthly":"Our Ongoing Financial Planning fees are payable in advance or arrears at a rate of $100 - $2,000 monthly or $300 - $6,000 quarterly.","quarterly":"Our Ongoing Financial Planning fees are payable in advance or arrears at a rate of $100 - $2,000 monthly or $300 - $6,000 quarterly.","hourly":"Business Coaching Hourly Business Coaching fees range from $100 - $2,000 per hour, depending on complexity."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010994","page":"https://plannerfees.com/planners/ellevate-advisors-307301/"},{"crd":175476,"name":"Ellevest","city":"New York","state":"NY","fees":{"flat":[4800,4800]},"sourceSentences":{"flat":"The comprehensive financial planning fee is a fixed annual amount of $4,800."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051480","page":"https://plannerfees.com/planners/ellevest-175476/"},{"crd":337847,"name":"Ellis Financial Solutions LLC","city":"Longmont","state":"CO","fees":{"flat":[150,500]},"sourceSentences":{"flat":"A separate fixed fee ranging from $150 to $500 will apply for each annual update, depending on the scope and complexity of the update required."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031526","page":"https://plannerfees.com/planners/ellis-financial-solutions-llc-337847/"},{"crd":157669,"name":"Ellis Investment Partners, LLC","city":"Berwyn","state":"PA","fees":{"hourly":[150,500],"flat":[500,5000]},"sourceSentences":{"hourly":"The quote is based upon an estimate of the complexity and time anticipated to perform the services and is based on an hourly rate of $150 - $500, depending on the complexity of the plan.","flat":"Fees for comprehensive personal financial plans typically range from $1,000 - $5,000, or $500 - $2,000 for segmented plans on a specific area."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017804","page":"https://plannerfees.com/planners/ellis-investment-partners-llc-157669/"},{"crd":297464,"name":"Ellsworth Advisors, 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fee…"},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055934","page":"https://plannerfees.com/planners/eltekon-advisors-llc-115371/"},{"crd":154839,"name":"Elwood & Goetz","city":"Athens","state":"GA","fees":{"hourly":[250,250],"monthly":[350,350]},"sourceSentences":{"monthly":"Advisory fees are based on the value of the portfolio, with a minimum monthly fee of $350.","hourly":"Hourly rates range from $250 per hour to $500 per hour based on staff expertise and situational complexity."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028354","page":"https://plannerfees.com/planners/elwood-goetz-154839/"},{"crd":337368,"name":"Em Financial Services, LLC","city":"Miami","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial Consulting Services are offered based on an hourly fee of $250 per 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$10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=970742","page":"https://plannerfees.com/planners/emerson-james-advisors-llc-307226/"},{"crd":331252,"name":"Emgo Capital, LLC","city":"Arden","state":"NC","fees":{"monthly":[50,50]},"sourceSentences":{"monthly":"The maximum monthly fee to be charged will not exceed $50 a month."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045567","page":"https://plannerfees.com/planners/emgo-capital-llc-331252/"},{"crd":308002,"name":"Emissary Wealth","city":"Hackensack","state":"NJ","fees":{"hourly":[300,300],"annual":[2500,20000]},"sourceSentences":{"annual":"Financial Planning and Consulting Services Adviser is compensated for financial planning services primarily by a fixed fee that typically ranges from $2,500 to $20,000 per year based on the complexity of a client’s financial situation and the specific services to be rendered by Adviser.","hourly":"Alternatively, Adviser may render financial planning services on an hourly basis at a rate of $300 per hour, subject to negotiation at Adviser’s discretion."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031195","page":"https://plannerfees.com/planners/emissary-wealth-308002/"},{"crd":334501,"name":"Emma Research LLC","city":"Newton","state":"MA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial Planning fee is an hourly rate is $200 per hour, depending on complexity."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045326","page":"https://plannerfees.com/planners/emma-research-llc-334501/"},{"crd":333375,"name":"Emory Wealth 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investment management consultation fee is $150 per hour.","flat":"As a fixed fee, typically ranging from $750 to $2,500."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=203512","page":"https://plannerfees.com/planners/empire-financial-group-llc-139382/"},{"crd":282691,"name":"Empirikal Partners LLC","city":"Prescott","state":"AZ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING empiriKal partners charges an hourly fee of $200 per hour."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060082","page":"https://plannerfees.com/planners/empirikal-partners-llc-282691/"},{"crd":318472,"name":"Empower Financial","city":"Fremont","state":"CA","fees":{"hourly":[350,350],"flat":[3000,10000]},"sourceSentences":{"flat":"The fee for development of a Comprehensive Financial Plan will range between $3000 $10,000, depending on the complexity of the client’s financial situation.","hourly":"If the engagement is terminated early, Empower Financial is not obligated to complete the remaining deliverables, including any drafts. 9 Hourly Financial Planning Hourly Financial Planning consists of an ongoing agreement where clients will be charged based on work performed, at a rate of $350 per hour, billed at…"},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008729","page":"https://plannerfees.com/planners/empower-financial-318472/"},{"crd":334722,"name":"Empower Financial Advisors, LLC","city":"Tulsa","state":"OK","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Ongoing Financial Planning EFA collects an initial fee, no greater than 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included without additional charge for Clients utilizing our Ongoing Comprehensive Financial Planning Services. 7 Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of a one-time upfront charge of…","annual":"Investment Management Services Investment Management Services will be included without additional charge for Clients utilizing our Ongoing Comprehensive Financial Planning Services. 7 Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of a one-time upfront charge of…","monthly":"For clients paying monthly, the fee is $648-$2,778 per month (paid via ACH by AdvicePay).","quarterly":"For clients paying quarterly, the fee is $1,945-$8,334 per quarter (paid via debiting EF managed accounts at Charles Schwab).","hourly":"Fees will be charged at the current hourly rate ($444/hour)."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004567","page":"https://plannerfees.com/planners/empowering-finance-llc-310901/"},{"crd":289866,"name":"Empowering Financial","city":"Lafayette","state":"CA","fees":{"hourly":[350,350],"flat":[2500,15000]},"sourceSentences":{"flat":"Fees for financial planning services are charged on a fixed-fee basis, and typically range between $2,500 - $15,000 per household, based on plan complexity at an hourly rate of $350/Hr.","hourly":"Fees for financial planning services are charged on a fixed-fee basis, and typically range between $2,500 - $15,000 per household, based on plan complexity at an hourly rate of $350/Hr."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048005","page":"https://plannerfees.com/planners/empowering-financial-289866/"},{"crd":157178,"name":"Emro Asset Management, LLC","city":"Peoria","state":"AZ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300."},"brochureDate":"2/2/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=810227","page":"https://plannerfees.com/planners/emro-asset-management-llc-157178/"},{"crd":130857,"name":"Encompass Advisors, LTD.","city":"Brevard","state":"NC","fees":{"hourly":[60,250],"flat":[200,8000]},"sourceSentences":{"hourly":"Hourly fees range from $60 to $250 per hour.","flat":"Fixed fees range from $200 to 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Ongoing Strategic Advisory $12,500/year $15,000/year Delegated Portfolio Management $15,000/year $22,500/year 1.","quarterly":"Clients fall into two tiers: 1)​ Standard: $12,500 annually ($3,125 per quarter). 2)​ Complex: $15,000 annually ($3,750 per quarter).","hourly":"Hourly engagements are offered at a maximum rate of $275 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036210","page":"https://plannerfees.com/planners/encore-retirement-planning-llc-329427/"},{"crd":336566,"name":"Encore Wealth Advisors","city":"Morris","state":"MN","fees":{"hourly":[100,310],"flat":[100,3000]},"sourceSentences":{"flat":"Fixed fee rates range between $100 to $3,000.","hourly":"Hourly rates range between $100 to $310 depending on the scope of the 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of $2,400 to $4,000, depending on complexity and the needs of the client.","monthly":"Ongoing Engagement For the Ongoing Engagement, a monthly fee of $250-$350 per month that is paid in arrears for an initial 12-month period.","hourly":"The fee is an hourly rate of $300 per hour billed in 30 minute increments."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009564","page":"https://plannerfees.com/planners/encover-personal-finance-297367/"},{"crd":173881,"name":"Endeavor Financial Advisors, LLC","city":"Annapolis","state":"MD","fees":{"hourly":[150,150],"flat":[5000,5000]},"sourceSentences":{"hourly":"Financial planning services are offered on a negotiable hourly rate not to exceed $150 per hour with a maximum fixed fee not to exceed $5,000 for the initial engagement.","flat":"Financial planning services are offered on a negotiable hourly rate not to exceed $150 per hour with a maximum fixed fee not to exceed $5,000 for the initial engagement."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052679","page":"https://plannerfees.com/planners/endeavor-financial-advisors-llc-173881/"},{"crd":287615,"name":"Endeavor Financial Planning","city":"Sacramento","state":"CA","fees":{"hourly":[300,300],"annual":[3000,5000]},"sourceSentences":{"annual":"The annual fee for financial planning services is negotiated on an individual basis between Endeavor and the client, which are typically in the range of $3,000 - $5,000 per year.","hourly":"The hourly rate is $300, with a 5-hour minimum."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050548","page":"https://plannerfees.com/planners/endeavor-financial-planning-287615/"},{"crd":313053,"name":"Endeavor Private Wealth, 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-…"},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008335","page":"https://plannerfees.com/planners/envision-financial-planning-299938/"},{"crd":321790,"name":"Envision Financial Planning, LLC","city":"Memphis","state":"TN","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The Envision Financial Planning Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026606","page":"https://plannerfees.com/planners/envision-financial-planning-llc-321790/"},{"crd":298244,"name":"Envision Wealth Planners","city":"Maitland","state":"FL","fees":{"flat":[2500,18000],"monthly":[200,1500]},"sourceSentences":{"monthly":"Fees for held away account management are 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at a rate of $200 per hour, invoiced at the conclusion of services."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027668","page":"https://plannerfees.com/planners/epiphany-financial-coaching-307859/"},{"crd":341524,"name":"Epiphany Health & Wealth","city":"Green Bay","state":"WI","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046400","page":"https://plannerfees.com/planners/epiphany-health-wealth-341524/"},{"crd":165139,"name":"Epiq Partners, LLC","city":"Minneapolis","state":"MN","fees":{"flat":[1000,25000]},"sourceSentences":{"flat":"EPIQ charges a fixed fee for consulting services, which generally range from $1,000 - $25,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017191","page":"https://plannerfees.com/planners/epiq-partners-llc-165139/"},{"crd":283359,"name":"Epoch Wealth Management","city":"Chagrin Falls","state":"OH","fees":{"hourly":[100,450],"flat":[20,5000],"quarterly":[2000,5000]},"sourceSentences":{"flat":"The fee for our EPOCH Financial Planning Services engagements are $5,000 to $20.000.","quarterly":"LIFETIME Financial Planning Service LIFETIME Financial Planning Services fees range from $2,000 to $5,000 per quarter, which will depend on the complexity of the engagement, time involved, etc.","hourly":"We will assess a $450 per hour fee when an investment advisor representative is engaged for a special project, which will be billed in 10-minute increments If professional support staff are used in support of your engagement, the hourly rate of $100 or less will be institute ed."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034237","page":"https://plannerfees.com/planners/epoch-wealth-management-283359/"},{"crd":332781,"name":"Eppes Wealth Management","city":"Satellite Beach","state":"FL","fees":{"hourly":[300,300],"flat":[100,10000]},"sourceSentences":{"flat":"For clients with less than $400,000 in assets under management with EWM, Ongoing Financial Planning consists of an initial fee (“Initial Fee”) of $100-$10,000 and an ongoing fee (“Ongoing Fee”) that is an annual Ongoing Financial Planning fee paid monthly, quarterly, or semiannually in arrears at a rate of…","hourly":"Our hourly rate is $300."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005671","page":"https://plannerfees.com/planners/eppes-wealth-management-332781/"},{"crd":158468,"name":"Eps Wealth Management","city":"Glendale","state":"AZ","fees":{"hourly":[250,250],"flat":[950,5000]},"sourceSentences":{"flat":"For Clients who have engaged the Advisor for stand-alone financial planning services, a fixed fee will be charged ranging from $950 to $5,000.","hourly":"Upon completion of the financial planning deliverables, the Client may engage the Advisor for ad-hoc financial planning services on an hourly basis at a rate of $250 per hour."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009576","page":"https://plannerfees.com/planners/eps-wealth-management-158468/"},{"crd":111990,"name":"Epsilon Financial Group, Inc.","city":"Fairfield","state":"CA","fees":{"hourly":[300,300],"flat":[1000,10000]},"sourceSentences":{"hourly":"We use several methods: 1) based on an hourly rate of $300, or 2) a fixed price for the entire project, or 3) some combination of the two.","flat":"Fees for a typical complete financial plan would range from $1,000 to $10,000 depending on the complexity of the work."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049880","page":"https://plannerfees.com/planners/epsilon-financial-group-inc-111990/"},{"crd":329289,"name":"Equal Path Investments","city":"Tacoma","state":"WA","fees":{"hourly":[400,400],"flat":[4000,8000],"monthly":[500,500]},"sourceSentences":{"flat":"Fixed fee rates range between $4,000 - $8,000.","hourly":"Our hourly rate is $400.","monthly":"Some of the firm’s initial clients are paying lower monthly fees than $500/month as a loyalty discount."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054107","page":"https://plannerfees.com/planners/equal-path-investments-329289/"},{"crd":304113,"name":"Equal Voices Wealth LLC","city":"Minneapolis","state":"MN","fees":{"hourly":[300,400],"annual":[8500,8500]},"sourceSentences":{"annual":"For clients paying $8,500 per year up to $1,000,000 of assets may be managed without an additional fee.","hourly":"The hourly fee will be agreed upon before the start of any work and can range between $300-$400 per hour depending on the scope of the project, time, and experience level of the adviser."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058850","page":"https://plannerfees.com/planners/equal-voices-wealth-llc-304113/"},{"crd":152050,"name":"Equanimity Financial Partners","city":"Pasadena","state":"CA","fees":{"flat":[2500,20000]},"sourceSentences":{"flat":"Flat fees range from $2,500 to $20,000."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048922","page":"https://plannerfees.com/planners/equanimity-financial-partners-152050/"},{"crd":334359,"name":"Equanimity Wealth","city":"Glendale","state":"CA","fees":{"hourly":[250,250],"flat":[399,399],"monthly":[169,199]},"sourceSentences":{"flat":"Under this schedule, Ongoing Financial Planning consists of an initial engagement fee of $399 for the first month, paid in arrears.","monthly":"Going forward, our ongoing fee ranges from $169 to $199 per month based on the complexity of the client’s situation, and is paid in arrears.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour, depending on complexity."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055847","page":"https://plannerfees.com/planners/equanimity-wealth-334359/"},{"crd":152412,"name":"Equatorial Advisors, LLC","city":"Baltimore","state":"MD","fees":{"flat":[150,500]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $150.00 and $500.00."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038652","page":"https://plannerfees.com/planners/equatorial-advisors-llc-152412/"},{"crd":323730,"name":"Equip Financial Partners","city":"Fairhope","state":"AL","fees":{"flat":[500,50000],"monthly":[416,3333],"quarterly":[1250,10000],"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum annual fee for Ongoing Financial Planning is $5,000.","monthly":"Fees are paid either monthly or quarterly, in advance at a rate of $416.67 - $3,333.33 per month, or $1,250 - $10,000 per quarter.","quarterly":"Fees are paid either monthly or quarterly, in advance at a rate of $416.67 - $3,333.33 per month, or $1,250 - $10,000 per quarter.","flat":"Fixed fee rates range between $500 and $50,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032651","page":"https://plannerfees.com/planners/equip-financial-partners-323730/"},{"crd":277031,"name":"Equita Financial Network, Inc.","city":"Fort Washington","state":"PA","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"flat":"The fixed fee will not exceed $10,000.00, per plan.","hourly":"Financial Planning fee is an hourly rate will not exceed $500.00 per hour, depending on complexity and client’s needs."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017238","page":"https://plannerfees.com/planners/equita-financial-network-inc-277031/"},{"crd":116398,"name":"Equity Advisors of Kentucky Inc","city":"Lexington","state":"KY","fees":{"hourly":[35,100]},"sourceSentences":{"hourly":"Staff CFP, CPA Work Paraplanner work Office Administrative $200 per hour $100 per hour $35 per hour These fees are invoiced to the client separately from any management fees."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027277","page":"https://plannerfees.com/planners/equity-advisors-of-kentucky-inc-116398/"},{"crd":317224,"name":"Equity Wealth Partners, LLC","city":"Independence","state":"MO","fees":{"annual":[500,12000]},"sourceSentences":{"annual":"Annual fixed fees range from $500 to $12,000 per year and are billed in advance at a frequency determined at the Advisor’s discretion."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055228","page":"https://plannerfees.com/planners/equity-wealth-partners-llc-317224/"},{"crd":331508,"name":"Equityftw","city":"Morgan Hill","state":"CA","fees":{"hourly":[625,625],"flat":[10000,20000]},"sourceSentences":{"flat":"Fixed fee rates range between $10,000 to $20,000.","hourly":"Our hourly rate is $625."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059630","page":"https://plannerfees.com/planners/equityftw-331508/"},{"crd":148703,"name":"Erben Associates, LLC","city":"Austin","state":"TX","fees":{"annual":[10000,100000]},"sourceSentences":{"annual":"FINANCIAL PLANNING/CONSULTING SERVICES FEES Erben Associates, LLC We charge clients fixed annual fees, ranging from $10,000 to $100,000 per year, based on the complexity of the plan or project and the range of services we are retained to provide."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026119","page":"https://plannerfees.com/planners/erben-associates-llc-148703/"},{"crd":299818,"name":"Erickson Financial Group, LLC","city":"Allentown","state":"PA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly fee is $300 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012489","page":"https://plannerfees.com/planners/erickson-financial-group-llc-299818/"},{"crd":336797,"name":"Erk Wealth Advisors, LLC","city":"Las Vegas","state":"NV","fees":{"hourly":[500,500],"annual":[25000,125000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour.","annual":"The fixed annual fee ranges from $25,000 to $125,000 and is paid monthly in advance."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005879","page":"https://plannerfees.com/planners/erk-wealth-advisors-llc-336797/"},{"crd":128112,"name":"Ernest J. Brousseau, CPA, CFP®","city":"Manchester","state":"CT","fees":{"hourly":[175,175],"annual":[1000,5000]},"sourceSentences":{"hourly":"The fee for these services is $175 per hour.","annual":"At our discretion, we may offer our services on a fixed fee basis, generally ranging from $1,000 to $5,000 annually."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041577","page":"https://plannerfees.com/planners/ernest-j-brousseau-cpa-cfp-128112/"},{"crd":104927,"name":"Esd Advisory Services Inc","city":"South Orange","state":"NJ","fees":{"hourly":[225,225],"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum annual fee is $5,000 for portfolio values that fall below $1,000,000.","hourly":"Advisor may, al advisor's discretion, charge a consulting fee at the rate of $225 per hour or a flat fixed fee determined by advisor."},"brochureDate":"11/15/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=475949","page":"https://plannerfees.com/planners/esd-advisory-services-inc-104927/"},{"crd":324655,"name":"Esg Wealth Advisors","city":"Lansdale","state":"PA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly rate shall not exceed $300/hour and will be noted specifically, if any, in the Advisory Agreement."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000025","page":"https://plannerfees.com/planners/esg-wealth-advisors-324655/"},{"crd":149082,"name":"Esi Financial Services, Inc.","city":"La Mesa","state":"CA","fees":{"hourly":[375,375],"flat":[3000,3000],"annual":[4500,40000]},"sourceSentences":{"annual":"The first year Open Retainer fee ranges from $4,500 to $40,000.","flat":"The minimum fee for a Project Retainer is $3,000.","hourly":"The fee for Hourly engagements is $375 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032179","page":"https://plannerfees.com/planners/esi-financial-services-inc-149082/"},{"crd":151946,"name":"Esk Capital Management Inc.","city":"Great Neck","state":"NY","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"The fees for limited scope arrangements are billed at an hourly rate of $400."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005238","page":"https://plannerfees.com/planners/esk-capital-management-inc-151946/"},{"crd":335489,"name":"Eslami & Co. Wealth Management, LLC","city":"Glen Ridge","state":"NJ","fees":{"hourly":[400,400],"flat":[1000,15000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 - $15,000.","hourly":"Our hourly rate is $400."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058933","page":"https://plannerfees.com/planners/eslami-co-wealth-management-llc-335489/"},{"crd":158817,"name":"Essential Asset Management, LLC","city":"Norwell","state":"MA","fees":{"hourly":[150,150],"flat":[500,500]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $150 per hour.","flat":"The Advisor may charge a fixed fee for comprehensive financial planning services of $500 per plan."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005711","page":"https://plannerfees.com/planners/essential-asset-management-llc-158817/"},{"crd":153415,"name":"Essential Financial Strategies","city":"Orland Park","state":"IL","fees":{"hourly":[350,350],"flat":[1400,1400],"annual":[6000,20000]},"sourceSentences":{"annual":"The Wealth Retainer fee ranges from $6,000 to $20,000 or more.","hourly":"Wealth Project Fee Services under the Wealth Project are provided for a standard rate of $350 per hour, billed in fifteen-minute increments.","flat":"The minimum Wealth Project fee is four (4) hours ($1,400) which covers preparation, meeting time, and follow-up."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003001","page":"https://plannerfees.com/planners/essential-financial-strategies-153415/"},{"crd":127549,"name":"Essex Financial Services, Inc.","city":"Essex","state":"CT","fees":{"hourly":[75,250],"flat":[250,5000]},"sourceSentences":{"hourly":"Hourly fees range from $75 to $250 per hour.","flat":"Fixed fees range from $250 to $5,000."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055921","page":"https://plannerfees.com/planners/essex-financial-services-inc-127549/"},{"crd":327021,"name":"Etch Financial","city":"Pittsburgh","state":"PA","fees":{"hourly":[250,250],"flat":[250,10000],"monthly":[200,500]},"sourceSentences":{"monthly":"The typical fee is $200 to $500 per month; however, monthly fees may vary depending upon variables such as the specific needs of the client, the complexity of their financial situation, and the estimated time, research, and resources required to provide services, among other factors we deem relevant.","flat":"Fixed fee rates range between $250 to $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054646","page":"https://plannerfees.com/planners/etch-financial-327021/"},{"crd":149579,"name":"Ethos Capital Group, LLC","city":"Little Rock","state":"AR","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $400 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027192","page":"https://plannerfees.com/planners/ethos-capital-group-llc-149579/"},{"crd":313145,"name":"Ethos Capital Management, Inc.","city":"Newtown","state":"PA","fees":{"hourly":[350,350],"flat":[1650,1650],"monthly":[25,25]},"sourceSentences":{"monthly":"For these accounts, there is a $300 annual administration fee ($25.00 per month). 7 SUB-ADVISORY AGREEMENTS ECM may select on behalf of Client or recommend to Client the services of a Sub-Advisor to manage all or a portion of the Client’s investment portfolios.","hourly":"AND CONSULTING ECM charges a fee of $350 per hour for financial planning services.","flat":"The minimum cost of a Financial Planning analysis is $1,650."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029653","page":"https://plannerfees.com/planners/ethos-capital-management-inc-313145/"},{"crd":333162,"name":"Ethos Financial Planning","city":"Cleveland","state":"OH","fees":{"flat":[2000,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $2,000 to $10,000."},"brochureDate":"2/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009078","page":"https://plannerfees.com/planners/ethos-financial-planning-333162/"},{"crd":166465,"name":"Ethos Private Wealth","city":"Coral Gables","state":"FL","fees":{"hourly":[100,400]},"sourceSentences":{"hourly":"Hourly rates are between $100 and $400."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032455","page":"https://plannerfees.com/planners/ethos-private-wealth-166465/"},{"crd":331831,"name":"Ethos Strategic Investments","city":"Norfolk","state":"VA","fees":{"hourly":[350,350],"flat":[3500,7000]},"sourceSentences":{"flat":"Full Financial Plan - Fees for a full financial plan are based on a flat fee ranging from $3,500 to $7,000.","hourly":"Consultation Services - Fees for consultation services are based on an hourly rate of $350 per hour."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053026","page":"https://plannerfees.com/planners/ethos-strategic-investments-331831/"},{"crd":343403,"name":"Etu Financial","city":"Walnut Creek","state":"CA","fees":{"flat":[1500,4000]},"sourceSentences":{"flat":"For a client who engages the Firm for a stand-alone, one-time written financial plan without investment management, the Firm charges a fixed fee ranging from $1,500 to $4,000, determined by the scope and complexity of the engagement."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055581","page":"https://plannerfees.com/planners/etu-financial-343403/"},{"crd":134022,"name":"Etzler Financial Advisors, LLC","city":"Red Bluff","state":"CA","fees":{"hourly":[250,250],"flat":[3000,5000],"annual":[2000,5000]},"sourceSentences":{"flat":"The initial financial planning project fee typically ranges between $3,000 and $5,000.","hourly":"If your project requires more time than the Allocated Time estimate, you will be invoiced for the additional time at our standard hourly rate of $250 per hour.","annual":"The annual fee for subscription services typically ranges between $2,000 and $5,000."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041226","page":"https://plannerfees.com/planners/etzler-financial-advisors-llc-134022/"},{"crd":336693,"name":"Euclid Harding, LLC","city":"Stamford","state":"CT","fees":{"hourly":[500,500],"quarterly":[750,750],"annual":[6000,40000]},"sourceSentences":{"hourly":"Rates are based on the expected hours required to produce the plan multiplied by a rate not to exceed $500/hr.","annual":"The fixed annual fee ranges from $6,000 to $40,000 and is paid quarterly in advance.","quarterly":"There is a minimum fee of $750 per quarter."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001692","page":"https://plannerfees.com/planners/euclid-harding-llc-336693/"},{"crd":305431,"name":"Eudaimonia Wealth","city":"Buffalo","state":"NY","fees":{"hourly":[300,300],"flat":[500,10000],"monthly":[150,500],"annual":[10000,10000]},"sourceSentences":{"annual":"Our minimum annual fee is $10,000.","monthly":"The fee for Ongoing Financial Planning Services consists of an upfront charge, typically ranging from $500 to $5,000, and an ongoing fee that is paid monthly in advance, typically at a rate of $150 to $500 per month.","flat":"The fee for Project-Based Financial Planning Services is a fixed fee, typically ranging between $500 and $10,000, and will be agreed upon before the start of any work.","hourly":"Financial Planning Services are offered at a rate of $300 per hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013610","page":"https://plannerfees.com/planners/eudaimonia-wealth-305431/"},{"crd":143260,"name":"Eugenio Financial","city":"Tigard","state":"OR","fees":{"hourly":[345,345]},"sourceSentences":{"hourly":"Fees are not negotiable. 5 EUGENIO FINANCIAL Part 2A of Form ADV – Firm Brochure FINANCIAL PLANNING FEES Fees for requested planning services require a retainer and are based on an hourly rate of $345.00 per hour."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020386","page":"https://plannerfees.com/planners/eugenio-financial-143260/"},{"crd":269975,"name":"Eureka Financial Planners, LLC","city":"Eureka","state":"CA","fees":{"hourly":[125,125],"flat":[125,2500]},"sourceSentences":{"flat":"QUALIFIED PLAN CONSULTING SERVICES Eureka Financial Planners offers 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minimum."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036566","page":"https://plannerfees.com/planners/eureka-wealth-solutions-175087/"},{"crd":323440,"name":"Eustace Advisors","city":"Cary","state":"NC","fees":{"hourly":[200,200],"flat":[2000,2000]},"sourceSentences":{"flat":"Financial Plan Development Individuals starting at $2,000 Couples/Families starting at $3,000 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.","hourly":"Our hourly rate starts at $200."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001698","page":"https://plannerfees.com/planners/eustace-advisors-323440/"},{"crd":340224,"name":"Ev Capital Management LLC","city":"Kew 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engagements are offered at the rate of $290 per hour."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022912","page":"https://plannerfees.com/planners/even-keel-advisors-313728/"},{"crd":314795,"name":"Evenkiehl, LLC","city":"Lancaster","state":"PA","fees":{"flat":[500,1000],"monthly":[208,375],"quarterly":[625,1125]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning 7 Ongoing Comprehensive Financial Planning consists of an upfront charge of $500-$1,000 and an ongoing fee that is paid in arrears, either monthly or quarterly.","monthly":"For clients paying monthly, the fee is $208-$375 per month.","quarterly":"For clients paying quarterly, the fee is $625-$1,125 per 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contract."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016814","page":"https://plannerfees.com/planners/everest-private-wealth-142945/"},{"crd":149861,"name":"Evergreen Advisors, LLC","city":"Chattanooga","state":"TN","fees":{"hourly":[100,300],"flat":[1000,5000],"annual":[2000,2000]},"sourceSentences":{"annual":"A minimum annual fee of $2,000 is required for this service.","flat":"Our Financial Planning fee is calculated and charged on a fixed fee basis, typically ranging from $1,000 to $5,000, depending on the specific arrangement reached with the client.","hourly":"When our Consulting Services fee is calculated and charged on an hourly basis, it ranges from $100 to $300 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038368","page":"https://plannerfees.com/planners/evergreen-advisors-llc-149861/"},{"crd":312097,"name":"Evergreen Financial Group","city":"Billings","state":"MT","fees":{"hourly":[300,300],"flat":[500,4500],"quarterly":[300,3000]},"sourceSentences":{"flat":"The fee for the creation and delivery of a Financial Plan is $500 - $4,500.","hourly":"Financial Planning engagements are offered at the rate of $300 per hour.","quarterly":"An ongoing quarterly fee for assisting with the implementation of the plan is paid quarterly in arrears, at the rate of $300 - $3,000 per quarter."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007063","page":"https://plannerfees.com/planners/evergreen-financial-group-312097/"},{"crd":342978,"name":"Evergreen Summit Advisors, LLC","city":"Missoula","state":"MT","fees":{"flat":[250,500]},"sourceSentences":{"flat":"8 ESA charges an hourly fee in the range of $250 to $500 for Financial Planning Services."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056120","page":"https://plannerfees.com/planners/evergreen-summit-advisors-llc-342978/"},{"crd":168998,"name":"Evergreen Wealth","city":"Springfield","state":"IL","fees":{"hourly":[300,300],"flat":[1000,7000],"annual":[2500,100000]},"sourceSentences":{"annual":"Alternatively, Retirement Plan Services may be offered on a flat fee basis ranging from $2,500 - $100,000 annually.","hourly":"On an hourly basis of $50 per hour (for clerical or paraprofessional work) or $300 per hour (for all work handled by the adviser); or As a fixed fee, typically ranging from $1,000 to $7,000, depending on the nature and complexity of each client’s circumstances, and the number of areas of analysis the client chooses.","flat":"On an hourly basis of $50 per hour (for clerical or paraprofessional work) or $300 per hour (for all work handled by the adviser); or As a fixed fee, typically ranging from $1,000 to $7,000, depending on the nature and complexity of each client’s circumstances, and the number of areas of analysis the client chooses."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015172","page":"https://plannerfees.com/planners/evergreen-wealth-168998/"},{"crd":155966,"name":"Evergreen Wealth Advisors","city":"Durango","state":"CO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial plans are billed an hourly fee (not to exceed $250/hour)."},"brochureDate":"3/29/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=906124","page":"https://plannerfees.com/planners/evergreen-wealth-advisors-155966/"},{"crd":335451,"name":"Evergreen Wealth Partners LLC","city":"Kalispell","state":"MT","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Evergreen Wealth also offers standalone financial planning services for an hourly fee of $350."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013615","page":"https://plannerfees.com/planners/evergreen-wealth-partners-llc-335451/"},{"crd":307675,"name":"Evergreen Wealth Services","city":"Mooresville","state":"NC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly financial planning or consulting services are offered at $300 per hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021150","page":"https://plannerfees.com/planners/evergreen-wealth-services-307675/"},{"crd":339081,"name":"Everleap Financial Planning","city":"Newcastle","state":"WA","fees":{"hourly":[300,300],"flat":[3600,3600],"annual":[4500,4500]},"sourceSentences":{"hourly":"Fixed fees are based on an assessment of the project at the time of engagement multiplied by our standard hourly rate, which is currently $300 per hour, billed in 15-minute increments.","flat":"For our Initial Comprehensive Financial Planning Services, we charge a fixed fee that typically begins at $3,600 for individuals and $4,500 for couples.","annual":"For our Ongoing Financial Planning Services, we charge an annual fixed fee that typically begins at $4,500 for individuals and $5,400 for couples, billed quarterly in arrears."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059752","page":"https://plannerfees.com/planners/everleap-financial-planning-339081/"},{"crd":172634,"name":"Everlong Financial","city":"Austin","state":"TX","fees":{"hourly":[250,250],"flat":[1000,5000]},"sourceSentences":{"flat":"The Financial Planning service consist of an upfront fee of $1,000 - $5,000 plus an annual planning fee paid in advance monthly or quarterly per the Client’s preference.","hourly":"Financial Planning may be provided on an hourly rate of $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036939","page":"https://plannerfees.com/planners/everlong-financial-172634/"},{"crd":329528,"name":"Everman Prosperity","city":"Fairfax Station","state":"VA","fees":{"hourly":[320,320],"flat":[1770,4470],"quarterly":[1080,1080]},"sourceSentences":{"hourly":"The fee is calculated from an hourly rate of $320 and may be negotiable in advance.","quarterly":"We charge a recurring fixed fee for Ongoing Financial Planning starting at $1,080 per quarter.","flat":"Fixed fee rates range between $1,770 to $4,470."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001866","page":"https://plannerfees.com/planners/everman-prosperity-329528/"},{"crd":168581,"name":"Evermont Wealth","city":"Claremont","state":"CA","fees":{"hourly":[250,1850]},"sourceSentences":{"hourly":"Under 50 Over 50 Quick Start Hourly Minimum of $3,500 Minimum of $4,500 Minimum of $1,850 $250 an Hour"},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018582","page":"https://plannerfees.com/planners/evermont-wealth-168581/"},{"crd":326468,"name":"Everpar Advisors LLC","city":"Tulsa","state":"OK","fees":{"flat":[1500,15000]},"sourceSentences":{"flat":"Everpar offers financial planning services for a fixed engagement fee ranging from $1,500 to $15,000 per engagement."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008574","page":"https://plannerfees.com/planners/everpar-advisors-llc-326468/"},{"crd":175285,"name":"Eversight Wealth LLC","city":"Oxford","state":"MS","fees":{"annual":[8000,8000]},"sourceSentences":{"annual":"The current standard fee is $8,000 per year for investment management and financial planning."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034795","page":"https://plannerfees.com/planners/eversight-wealth-llc-175285/"},{"crd":286340,"name":"Eversource Wealth Advisors, LLC","city":"Birmingham","state":"AL","fees":{"hourly":[150,400],"flat":[2500,25000]},"sourceSentences":{"flat":"EverSource Wealth Advisors | Form ADV Part 2A | September 23, 2026 Page 13 Planning and Consulting Services Fees Fee-for-Service Financial Planning and Consulting engagements can be billed on either a fixedfee basis (generally ranging from $2,500 to $25,000), a flat annual fee billed in monthly or quarterly…","hourly":"EverSource Wealth Advisors | Form ADV Part 2A | September 23, 2026 Page 13 Planning and Consulting Services Fees Fee-for-Service Financial Planning and Consulting engagements can be billed on either a fixedfee basis (generally ranging from $2,500 to $25,000), a flat annual fee billed in monthly or quarterly…"},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059092","page":"https://plannerfees.com/planners/eversource-wealth-advisors-llc-286340/"},{"crd":313334,"name":"Everstar Asset Management, LLC","city":"Mooresville","state":"NC","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Clients will generally be charged a one-time fixed fee of $1,500."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043967","page":"https://plannerfees.com/planners/everstar-asset-management-llc-313334/"},{"crd":340830,"name":"Evertern Wealth, LLC","city":"Naples","state":"FL","fees":{"hourly":[1200,1200],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $1,200.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059585","page":"https://plannerfees.com/planners/evertern-wealth-llc-340830/"},{"crd":334519,"name":"Everyplan Financial","city":"Round Rock","state":"TX","fees":{"hourly":[209,209],"flat":[999,8000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $209 per hour.","flat":"Services are offered based on a flat fee between $999 and $8,000."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053400","page":"https://plannerfees.com/planners/everyplan-financial-334519/"},{"crd":171501,"name":"Eves&haines Wealth Management","city":"Greeley","state":"CO","fees":{"hourly":[120,120]},"sourceSentences":{"hourly":"The fee for hourly services is $120/hour."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002021","page":"https://plannerfees.com/planners/eves-haines-wealth-management-171501/"},{"crd":323788,"name":"Evexia Wealth, LLC","city":"Stevens Point","state":"WI","fees":{"annual":[1800,30000]},"sourceSentences":{"annual":"Ongoing financial planning engagements range from $1,800 to $30,000 annually."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014110","page":"https://plannerfees.com/planners/evexia-wealth-llc-323788/"},{"crd":298003,"name":"Evidencial Financial Consulting","city":"Orinda","state":"CA","fees":{"flat":[5000,25000]},"sourceSentences":{"flat":"The agreed-upon annual fee for ongoing financial planning and consulting services typically ranges between $5,000 and $25,000."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050489","page":"https://plannerfees.com/planners/evidencial-financial-consulting-298003/"},{"crd":281661,"name":"Evident Financial","city":"Erie","state":"PA","fees":{"flat":[125,250],"annual":[2500,2500]},"sourceSentences":{"flat":"Evident Financial may charge an hourly fee ranging from $125 to $250 for financial planning and consulting services.","annual":"Retirement Plan Service Fee Retirement Plan Services are typically charged the standard investment advisory fee rate, with a minimum annual fee of $2,500."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054789","page":"https://plannerfees.com/planners/evident-financial-281661/"},{"crd":149615,"name":"Evoadvisors","city":"Richmond","state":"VA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"There is a minimum annual flat fee of $10,000 for new clients utilizing the EvoAdvisors Financial Planning and Investment Advisory Services Program services."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043107","page":"https://plannerfees.com/planners/evoadvisors-149615/"},{"crd":330459,"name":"Evoke Financial Services, LLC","city":"Seattle","state":"WA","fees":{"hourly":[300,300],"flat":[2400,6000]},"sourceSentences":{"flat":"EFS’s financial planning services generally range between $2,400 - $6,000 and include an investment policy statement and are generally charged monthly until the services are complete or the contract ends.","hourly":"Services are calculated based on our time spent using our maximum hourly rate of $300 per hour."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058365","page":"https://plannerfees.com/planners/evoke-financial-services-llc-330459/"},{"crd":289745,"name":"Evolution Financial LLC","city":"Madison","state":"WI","fees":{"hourly":[300,300],"flat":[3000,5000]},"sourceSentences":{"flat":"For preparation of the initial financial plan, our fees typically range from $3,000 to $5,000.","hourly":"If you terminate more than five days after the execution of the agreement, you will be billed an amount equal to the hourly rate of $300 multiplied by the number of hours of service performed up to and including the date of termination, minus any deposit paid to date.  Limited Financial Consultation o Fee Structure."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014938","page":"https://plannerfees.com/planners/evolution-financial-llc-289745/"},{"crd":307644,"name":"Evolution Wealth Management Inc.","city":"Fort Myers","state":"FL","fees":{"hourly":[350,350],"flat":[2500,20000]},"sourceSentences":{"flat":"The fixed fee we charge for these services typically ranges from $2,500 to $20,000.","hourly":"The hourly rate we charge for these services typically will not exceed $350 per hour, with a minimum of two hours per engagement."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017485","page":"https://plannerfees.com/planners/evolution-wealth-management-inc-307644/"},{"crd":282616,"name":"Ewm 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$10,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019304","page":"https://plannerfees.com/planners/excel-wealth-management-llc-299602/"},{"crd":130886,"name":"Excelsus Capital Management","city":"Manhattan Beach","state":"CA","fees":{"hourly":[250,350],"flat":[500,15000]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $250 to $350 per hour.","flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $15,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030646","page":"https://plannerfees.com/planners/excelsus-capital-management-130886/"},{"crd":340444,"name":"Exceptional Wealth & Family Office","city":"Colorado Springs","state":"CO","fees":{"hourly":[500,500],"annual":[10000,500000]},"sourceSentences":{"annual":"Fees for these services generally range from $10,000 - $500,000 annually, depending on the scope of services and as agreed upon between the client and advisor.","hourly":"The program provides clients with the option of paying an annual fee for ongoing services based on a percentage of assets under advisement, a flat fee, or an hourly rate not to exceed $500."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051302","page":"https://plannerfees.com/planners/exceptional-wealth-family-office-340444/"},{"crd":125240,"name":"Exchange Place Advisors, LLC","city":"Sudbury","state":"MA","fees":{"hourly":[250,250],"flat":[1000,5000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $1,000 to $5,000 on a fixed fee basis and/or $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but generally range from $1,000 to $5,000 on a fixed fee basis and/or $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026270","page":"https://plannerfees.com/planners/exchange-place-advisors-llc-125240/"},{"crd":297608,"name":"Executive Wealth Partners","city":"Omaha","state":"NE","fees":{"hourly":[300,600]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee range of $300 to $600 per hour or an fixed fee up to $25,000, depending on complexity and geographic location."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008579","page":"https://plannerfees.com/planners/executive-wealth-partners-297608/"},{"crd":143420,"name":"Exeter Financial, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[250,350],"flat":[2500,3500]},"sourceSentences":{"flat":"Alkeme’s financial planning and consulting fees generally range from $2,500.00 to $3,500.00 on a fixed fee basis, and from $250.00 to $350.00 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Alkeme’s financial planning and consulting fees generally range from $2,500.00 to $3,500.00 on a fixed fee basis, and from $250.00 to $350.00 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038571","page":"https://plannerfees.com/planners/exeter-financial-llc-143420/"},{"crd":333416,"name":"Exponential Advisors LLC","city":"Weatherford","state":"TX","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Ongoing Financial Planning EA collects an initial fee, no greater than $5,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019239","page":"https://plannerfees.com/planners/exponential-advisors-llc-333416/"},{"crd":329974,"name":"Expressive Wealth LLC","city":"Chicago","state":"IL","fees":{"flat":[4000,10000]},"sourceSentences":{"flat":"Financial planning services are offered based on a negotiable fixed fee that ranges from $4,000 to $10,000 dependent upon the complexity and Client needs; fee determined at EX discretion."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051795","page":"https://plannerfees.com/planners/expressive-wealth-llc-329974/"},{"crd":143813,"name":"Ez Financial Group Inc.","city":"Pearland","state":"TX","fees":{"monthly":[100,100]},"sourceSentences":{"monthly":"The fee is usually charged monthly at $100.00/month."},"brochureDate":"3/28/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=967143","page":"https://plannerfees.com/planners/ez-financial-group-inc-143813/"},{"crd":299451,"name":"Ezana Capital Advisers, LLC","city":"Brooklyn","state":"NY","fees":{"hourly":[300,300],"flat":[2500,5000],"annual":[5000,25000]},"sourceSentences":{"annual":"Open Retainer & Billing Options Annual Open Retainer: $5,000 - $25,000, the actual fee charged will be outlined in the signed advisory agreement.","hourly":"The Advisor also offers an hourly fee of up to but not to exceed $300 per hour for advisory services which may be negotiable depending on the nature and complexity of each Client’s circumstances.","flat":"Our fixed fees range between $2,500 - $5,000 and our hourly fee is $300."},"brochureDate":"5/23/2019","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=583025","page":"https://plannerfees.com/planners/ezana-capital-advisers-llc-299451/"},{"crd":164185,"name":"F. L. Arias & Associates, LLC","city":"Chandler","state":"AZ","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $125 per hour."},"brochureDate":"10/20/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=861756","page":"https://plannerfees.com/planners/f-l-arias-associates-llc-164185/"},{"crd":323559,"name":"F2 Wealth","city":"Cincinnati","state":"OH","fees":{"flat":[2500,4000],"quarterly":[625,625],"annual":[25000,25000]},"sourceSentences":{"quarterly":"The $625 per quarter fee is per relationship for financial planning services.","flat":"Fees for financial planning only engagements typically range from $2,500 - $4,000 in year one and $625 per quarter for services in year 2 and beyond.","annual":"Client relationships that exceed $4,500,000 in value are eligible for an annual flat fee rate of $25,000."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016258","page":"https://plannerfees.com/planners/f2-wealth-323559/"},{"crd":164005,"name":"F2f Retirement, LLC","city":"Tooele","state":"UT","fees":{"hourly":[150,150],"flat":[500,1500]},"sourceSentences":{"flat":"Service Fee Type and Amount Comprehensive Financial Plan $1,500 fixed fee Annual Financial Plan Review $500 fixed fee Separate Financial Planning Consultations $150 hourly fee F2F Retirement may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.","hourly":"Service Fee Type and Amount Comprehensive Financial Plan $1,500 fixed fee Annual Financial Plan Review $500 fixed fee Separate Financial Planning Consultations $150 hourly fee F2F Retirement may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044731","page":"https://plannerfees.com/planners/f2f-retirement-llc-164005/"},{"crd":153020,"name":"Fabco Investment Advisors, LLC","city":"Newton Upper Falls","state":"MA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"We charge $150 per hour for special financial planning projects."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030630","page":"https://plannerfees.com/planners/fabco-investment-advisors-llc-153020/"},{"crd":285630,"name":"Face 2 Face Financial Planning, LLC","city":"Portage","state":"MI","fees":{"hourly":[200,250],"flat":[500,5000],"monthly":[100,500]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge in the range of $500 to $5000 and an ongoing fee that is paid monthly, in advance, at a rate between $100 to $500 per month based on the complexity of the client's situation.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge in the range of $500 to $5000 and an ongoing fee that is paid monthly, in advance, at a rate between $100 to $500 per month based on the complexity of the client's situation.","hourly":"In special circumstances it may be offered on an hourly basis at a rate of $200.00 to $ 250.00 per hour, depending on the nature of the specified services."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023227","page":"https://plannerfees.com/planners/face-2-face-financial-planning-llc-285630/"},{"crd":285961,"name":"Facet","city":"West Palm Beach","state":"FL","fees":{"annual":[2600,10000]},"sourceSentences":{"annual":"Facet's financial planning generally ranges from $2,600 - $10,000 annually on a flat membership fee, subscription basis depending on the service needs of the member."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059985","page":"https://plannerfees.com/planners/facet-285961/"},{"crd":333597,"name":"Factor Financial","city":"Lava Ridge","state":"CA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $2,500 to $10,000."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006657","page":"https://plannerfees.com/planners/factor-financial-333597/"},{"crd":104708,"name":"Factor Wealth Management","city":"Chicago","state":"IL","fees":{"hourly":[100,300],"flat":[1000,5000]},"sourceSentences":{"hourly":"For clients that do not wish to engage Adviser to provide ongoing portfolio management or advisory services, Adviser alternatively offers financial planning services on an hourly basis between $100 and $300 per hour, payable upon completion of the financial analysis, and subject to negotiation with a client.","flat":"Initial retirement plan clients are charged a one-time flat fee ranging between $1,000 to $5,000 depending on the complexity of the plan."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015119","page":"https://plannerfees.com/planners/factor-wealth-management-104708/"},{"crd":341250,"name":"Factory Capital LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[350,350],"flat":[1500,10000],"monthly":[2000,30000]},"sourceSentences":{"monthly":"Depending upon the nature of the advisory services provided including handling portfolio management, wealth management, financial planning, coordination and oversight, implementation, etc., certain clients can be charged a fee ranging from $2,000 to $30,000 per month.","hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054233","page":"https://plannerfees.com/planners/factory-capital-llc-341250/"},{"crd":107562,"name":"Fagan Associates Inc","city":"Troy","state":"NY","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"After information is obtained and at the discretion of the client and the consent of the advisor, FAI may also provide investment advice on an hourly basis at a negotiable rate of not more than $400 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015856","page":"https://plannerfees.com/planners/fagan-associates-inc-107562/"},{"crd":147337,"name":"Fahey Financial","city":"Buffalo","state":"NY","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING Financial planning and consulting fees will be charged on an hourly basis, ranging from $150 to $250 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011585","page":"https://plannerfees.com/planners/fahey-financial-147337/"},{"crd":304448,"name":"Fair Trust Financial LLC","city":"Vadnais Heights","state":"MN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009710","page":"https://plannerfees.com/planners/fair-trust-financial-llc-304448/"},{"crd":114551,"name":"Fairbanks Financial Wealth Management","city":"Brenham","state":"TX","fees":{"hourly":[325,325],"quarterly":[2000,2000],"annual":[2500,2500]},"sourceSentences":{"quarterly":"Minimum fees for investment advisory services are $2000 per quarter.","hourly":"Currently, hourly fees do not exceed $325/hour.","annual":"In most cases, an initial retainer of $2500 or more will be requested before work commences; such a retainer is treated as an advance deposit which is credited to the client's account at the time the first itemized invoice for services is presented."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002127","page":"https://plannerfees.com/planners/fairbanks-financial-wealth-management-114551/"},{"crd":298428,"name":"Fairchild Capital LLC","city":"Portland","state":"OR","fees":{"hourly":[250,250],"flat":[1200,12500]},"sourceSentences":{"hourly":"Hourly fees begin at $250 per hour.","flat":"RoadMap- An Initial Financial Plan – FC's fee for a RoadMap ranges from $1,200 to $12,500 depending on the scope and complexity of the client’s situation taking into account the amount of the planning needed, and the nature and extent of the planning to be provided."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014314","page":"https://plannerfees.com/planners/fairchild-capital-llc-298428/"},{"crd":124266,"name":"Fairhaven Financial Advisory Corporation","city":"East Lansing","state":"MI","fees":{"hourly":[100,250],"flat":[100,10000]},"sourceSentences":{"hourly":"Fairhaven Financial’s hourly fee ranges from $100-$250, depending upon the complexity of services required.","flat":"Fixed project fees may be proposed for larger projects ranging from $100 to $10,000."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002037","page":"https://plannerfees.com/planners/fairhaven-financial-advisory-corporation-124266/"},{"crd":128855,"name":"Fairlead Financial Advisors, LLC","city":"Greenbrae","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly rate is $250."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021619","page":"https://plannerfees.com/planners/fairlead-financial-advisors-llc-128855/"},{"crd":289100,"name":"Fairpoint Wealth Management, LLC","city":"Olmsted Falls","state":"OH","fees":{"hourly":[200,250],"flat":[500,10000],"monthly":[100,600]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $10,000 based on complexity and needs of the client.","hourly":"Financial Planning fee is an hourly rate of $200-$250 per hour.","monthly":"At the beginning of the engagement, an estimate of the number of hours needed to complete the service will be provided to the client, and notated on the financial planning agreement. 7 Comprehensive Financial Planning consists of an upfront charge between $0-$4,000 and an ongoing fee that is paid monthly, in…"},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043753","page":"https://plannerfees.com/planners/fairpoint-wealth-management-llc-289100/"},{"crd":165535,"name":"Fairscale Capital, LLC","city":"Nashua","state":"NH","fees":{"hourly":[200,300],"flat":[600,10000]},"sourceSentences":{"hourly":"On an hourly basis, ranging from $200 to $300 per hour, depending on the nature of the services being provided and the complexity of each client's circumstances.","flat":"An estimate of the total hours involved will be provided; or On a fixed fee basis, typically ranging from $600 to $10,000 depending on the specific arrangement reached with the client; however, the fees may go above this range depending on the complexity of Page 6 of 16 the engagement."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002926","page":"https://plannerfees.com/planners/fairscale-capital-llc-165535/"},{"crd":142038,"name":"Fairway Asset Management, Inc.","city":"San Ramon","state":"CA","fees":{"hourly":[275,275],"flat":[2500,15000]},"sourceSentences":{"hourly":"Our hourly fees are $275.","flat":"Flat fees generally range from $2,500 to $15,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023304","page":"https://plannerfees.com/planners/fairway-asset-management-inc-142038/"},{"crd":337261,"name":"Fairway Planning","city":"Seattle","state":"WA","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"Ongoing Financial Planning FFP collects an initial fee, no greater than $5,000, based upon our hourly rate of $250.","hourly":"Ongoing Financial Planning FFP collects an initial fee, no greater than $5,000, based upon our hourly rate of $250."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042733","page":"https://plannerfees.com/planners/fairway-planning-337261/"},{"crd":167822,"name":"Faith Financial Advisors, Inc.","city":"Loveland","state":"OH","fees":{"hourly":[385,385],"flat":[7500,7500]},"sourceSentences":{"flat":"Type Maximum Payable Fee Fixed Fee $7,500 Payable one-half (1/2) upon execution of the advisory agreement with FFA and the balance due at the time of presentation of the plan, unless otherwise negotiated with you.","hourly":"$385 per hour Payable upon completion of services."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014212","page":"https://plannerfees.com/planners/faith-financial-advisors-inc-167822/"},{"crd":305653,"name":"Faithful Financial LLC","city":"Orange","state":"TX","fees":{"hourly":[120,120]},"sourceSentences":{"hourly":"In such engagements, financial planning services are billed at a rate of $120 per hour."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002622","page":"https://plannerfees.com/planners/faithful-financial-llc-305653/"},{"crd":327977,"name":"Falco Wealth Management","city":"Paoli","state":"PA","fees":{"quarterly":[1375,2500],"annual":[2125,2125]},"sourceSentences":{"quarterly":"Our minimum quarterly planning fee is $1,375, and the maximum quarterly planning fee is $2,500.","annual":"Clients on the minimum fee schedule will be charged the $8,500 6 annual fee in arrears in 4 quarterly installments of $2,125 and can pay via ACH, check, or credit card."},"brochureDate":"11/18/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996525","page":"https://plannerfees.com/planners/falco-wealth-management-327977/"},{"crd":160615,"name":"Falcon Financial","city":"Salisbury","state":"NC","fees":{"hourly":[150,250],"flat":[495,495]},"sourceSentences":{"flat":"A flat fee of $495 is charged for the Financial Snapshot due upon completion of services rendered.","hourly":"Fees for our financial planning and consulting services are $150 to $250 per hour; billed in six minute increments and a partial increment will be treated as a whole increment."},"brochureDate":"2/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010879","page":"https://plannerfees.com/planners/falcon-financial-160615/"},{"crd":174092,"name":"Falcon Wealth Planning, 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$50 and $250."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999913","page":"https://plannerfees.com/planners/family-financial-services-llc-171532/"},{"crd":131254,"name":"Family First Financial Planning","city":"Stuart","state":"FL","fees":{"hourly":[325,350],"flat":[500,500]},"sourceSentences":{"hourly":"The hourly billing rate was adjusted from $325 per hour to $350 per hour for the Fixed Fee and Hourly Fee services.","flat":"We may require a deposit for fixed fee engagements in the amount of the lesser of $500 or one-half of the low-end range fixed fee."},"brochureDate":"6/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048332","page":"https://plannerfees.com/planners/family-first-financial-planning-131254/"},{"crd":306030,"name":"Family First Wealth 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$30,000."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003813","page":"https://plannerfees.com/planners/family-investment-center-113799/"},{"crd":170281,"name":"Family Investment Management L.P.","city":"Carlsbad","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Clients are billed at the rate of $350 an hour."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058125","page":"https://plannerfees.com/planners/family-investment-management-l-p-170281/"},{"crd":156132,"name":"Family Investment Planning, LLC","city":"Elm Grove","state":"WI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Family Investment Planning, LLC’s current hourly rate is $300, billed in 15-minute increments, and a parOal increment will be treated as a whole."},"brochureDate":"6/3/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=980735","page":"https://plannerfees.com/planners/family-investment-planning-llc-156132/"},{"crd":314351,"name":"Family Legacy Financial Solutions, LLC","city":"Cary","state":"NC","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"The fees we charge for stand-alone financial planning are fixed, with a typical minimum charge of $5,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016678","page":"https://plannerfees.com/planners/family-legacy-financial-solutions-llc-314351/"},{"crd":294277,"name":"Family Legacy Planning","city":"Bentonville","state":"AR","fees":{"hourly":[200,200],"flat":[400,10000]},"sourceSentences":{"flat":"The minimum fixed fee is $400, and the maximum fixed fee is no more than $10,000.","hourly":"An hourly fee of $200 per hour is charged by FLP for financial consulting services under this arrangement."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010663","page":"https://plannerfees.com/planners/family-legacy-planning-294277/"},{"crd":284922,"name":"Family Life Financial Planning","city":"Mentor","state":"OH","fees":{"hourly":[100,300],"flat":[0,2500]},"sourceSentences":{"flat":"An initial planning fee between $0 and $2500 may be charged.","hourly":"Rate: $100-$300/hour Fixed Rate Based on Complexity: $300-2500 Educational Seminars Fees for Educational Seminars will vary due to varying scope, length, and complexity of seminars."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023793","page":"https://plannerfees.com/planners/family-life-financial-planning-284922/"},{"crd":144136,"name":"Family Office Research, LLC","city":"Bethesda","state":"MD","fees":{"hourly":[250,250],"flat":[5000,10000]},"sourceSentences":{"flat":"Flat fees generally range from $5,000 to $10,000.","hourly":"The maximum hourly fee to be charged will not exceed $250."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021885","page":"https://plannerfees.com/planners/family-office-research-llc-144136/"},{"crd":130406,"name":"Family Steward Wealth Consulting®","city":"Hobe Sound","state":"FL","fees":{"hourly":[350,350],"flat":[2500,50000],"quarterly":[150,625],"annual":[15000,15000]},"sourceSentences":{"annual":"Our minimum fee is $15,000/year ($3,750/quarterly).","hourly":"These services are billed either on an hourly basis at $350/hour or on a flat fee basis that typically ranges from $2,500 to $50,000, depending on the complexity, type, and staff support required to render the desired service.","flat":"These services are billed either on an hourly basis at $350/hour or on a flat fee basis that typically ranges from $2,500 to $50,000, depending on the complexity, type, and staff support required to render the desired service.","quarterly":"Negotiated retainer planning fee of $150/quarter, $195/quarter, or $625/quarter"},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007771","page":"https://plannerfees.com/planners/family-steward-wealth-consulting-130406/"},{"crd":342407,"name":"Family Style Advisors LLC","city":"Alhambra","state":"CA","fees":{"flat":[1500,3000],"monthly":[300,300]},"sourceSentences":{"monthly":"Ongoing Financial Planning and Investment Management Services FSA charges an advisory flat fee of $300 a month, which begins on the effective date of the advisory engagement, and is billed monthly in arrears.","flat":"Fixed fee rates range from $1,500 to $3,000."},"brochureDate":"7/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052234","page":"https://plannerfees.com/planners/family-style-advisors-llc-342407/"},{"crd":117475,"name":"Family Wealth Advisors","city":"Farmington","state":"UT","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial planning fees will be billed at a rate of $150 per hour for a written financial plan."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043945","page":"https://plannerfees.com/planners/family-wealth-advisors-117475/"},{"crd":304935,"name":"Family Wealth Partners LLC","city":"Medford","state":"NJ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"In very limited situations where Family Wealth Partners is engaged solely for Financial Planning/Consulting, the firm’s financial planning and consulting fees are negotiable, but generally are $300 on an hourly rate basis depending upon the level and scope of the service(s) required and the professional(s)…"},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041191","page":"https://plannerfees.com/planners/family-wealth-partners-llc-304935/"},{"crd":317764,"name":"Family Wealth Partners, LLC","city":"Matthews","state":"NC","fees":{"hourly":[200,200],"flat":[2500,15000]},"sourceSentences":{"flat":"Flat fees generally range from $2,500 to $15,000.","hourly":"Half of the flat fee is due upfront, and the second half is due upon delivery of the financial plan (with the exception of the flat fee for estate plan coordination services, which is charged in full upon Adviser’s establishment of Client’s access to the Estate Planning Platform).​ ​ Hourly fees generally equal…"},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044586","page":"https://plannerfees.com/planners/family-wealth-partners-llc-317764/"},{"crd":323656,"name":"Family Wealth Planning Partners","city":"Louisville","state":"KY","fees":{"flat":[1000,1000],"annual":[1000,1000]},"sourceSentences":{"flat":"Fees charged for financial planning services on a fixed basis generally range from as little as $1,000 to as much as $25,000 FWPP may collect a portion of the fee upfront, with the remaining portion due upon the delivery of the financial plan to you.","annual":"Flat fees may range from $1,000 annually for the small plan market up to $250,000 in the large plan market, especially if expansive services or complex and extenuating circumstances exist."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024167","page":"https://plannerfees.com/planners/family-wealth-planning-partners-323656/"},{"crd":338085,"name":"Familyroot Wealth Advisors, LLC","city":"Newnan","state":"GA","fees":{"flat":[1750,3500],"quarterly":[243,243]},"sourceSentences":{"flat":"FRWA collects an initial fee of $1,750 - $3,500.","quarterly":"Advisor may reduce or waive the initial fee at the Advisor’s discretion. 8 In addition, we charge a recurring fixed fee of $243.75 per quarter, paid in advance, for Financial Planning."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011681","page":"https://plannerfees.com/planners/familyroot-wealth-advisors-llc-338085/"},{"crd":330686,"name":"Fangorn Wealth 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advance."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031311","page":"https://plannerfees.com/planners/fapa-advisory-services-team-fast-170654/"},{"crd":332378,"name":"Far Financial","city":"Brooklyn","state":"NY","fees":{"hourly":[300,300],"flat":[5000,7000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive financial planning services are offered for a fixed fee, generally ranging between $5,000 and $7,000.","hourly":"9​ Form ADV Part 2A, FAR Financial Hourly financial planning services are available at a rate of $300 per hour."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002331","page":"https://plannerfees.com/planners/far-financial-332378/"},{"crd":314384,"name":"Farm Girl Capital LLC","city":"Albany","state":"CA","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"Assets Under Management ($) Up to $1,000,000 $1,000,001 to $3,000,000 Over $3,000,000 * Minimum annual fee of $2,500."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017442","page":"https://plannerfees.com/planners/farm-girl-capital-llc-314384/"},{"crd":127323,"name":"Farmingbury Financial Services, LLC","city":"Wolcott","state":"CT","fees":{"hourly":[150,250],"flat":[500,2500]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $500 to $2,500, depending on the nature and complexity of each client's circumstances and the professional rendering the financial planning services; and/or 2.","hourly":"On an hourly basis calculated at an hourly rate between $150 and $250, depending on the nature and complexity of each client's circumstances and the professional rendering the financial planning services."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004524","page":"https://plannerfees.com/planners/farmingbury-financial-services-llc-127323/"},{"crd":306180,"name":"Farnam Financial","city":"Phoenix","state":"AZ","fees":{"hourly":[90,400],"quarterly":[250,25000]},"sourceSentences":{"quarterly":"Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $250-$25,000 per quarter.","hourly":"RIA Consulting Service RIA Consulting Service engagements are offered to other advisory firms at an hourly rate between $90 and $400 per hour, depending on complexity and scope of the project."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012296","page":"https://plannerfees.com/planners/farnam-financial-306180/"},{"crd":288491,"name":"Farnsley 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Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $150 and $250."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019219","page":"https://plannerfees.com/planners/farnsley-advisors-288491/"},{"crd":140223,"name":"Farrar Financials","city":"Escondido","state":"CA","fees":{"hourly":[295,295]},"sourceSentences":{"hourly":"When an existing Client has specific questions that require significant analysis, independent of a financial review, the fee for services is based the complexity of the analysis and on the number of hours required to complete the analysis and will be billed at an hourly rate of $295 per hour."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=859114","page":"https://plannerfees.com/planners/farrar-financials-140223/"},{"crd":305371,"name":"Farrecian Investments 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rate."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027986","page":"https://plannerfees.com/planners/farrell-financial-inc-134388/"},{"crd":169051,"name":"Farris Capital Management Inc.","city":"Carrollton","state":"TX","fees":{"hourly":[250,250],"flat":[1500,1500]},"sourceSentences":{"hourly":"An hourly fee of $250 per hour is charged by Farris Capital Management for financial planning services under this arrangement.","flat":"The minimum fixed fee for consulting services will be $1,500, and maximum fixed fee for consulting services will be Farris Capital Management Inc."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006730","page":"https://plannerfees.com/planners/farris-capital-management-inc-169051/"},{"crd":342773,"name":"Fat Cat Financial Advisor","city":"Norristown","state":"PA","fees":{"hourly":[300,300],"flat":[3000,15000]},"sourceSentences":{"flat":"COMPREHENSIVE FINANCIAL PLAN FEES Financial Planning Services are offered based on a flat fee between $3,000 and $15,000.","hourly":"- 2- CONSULTING FEES Financial Planning Services are offered based on an hourly fee of $300 per hour."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056625","page":"https://plannerfees.com/planners/fat-cat-financial-advisor-342773/"},{"crd":135765,"name":"Fata Financial","city":"Tiburon","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The firm’s standard rate is $500 per hour."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023086","page":"https://plannerfees.com/planners/fata-financial-135765/"},{"crd":340905,"name":"Fatfire Financial","city":"Glen Allen","state":"VA","fees":{"hourly":[250,250],"flat":[1000,1000]},"sourceSentences":{"flat":"Ongoing Financial Planning Fatfire collects an initial fee of $1,000 at the start of the engagement.","hourly":"We charge an hourly fee of $250 for Financial Planning services."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013443","page":"https://plannerfees.com/planners/fatfire-financial-340905/"},{"crd":166337,"name":"Faulkner Financial Planning, LLC","city":"Cameron Park","state":"CA","fees":{"flat":[250,250]},"sourceSentences":{"flat":"Faulkner Financial Planning assesses financial planning clients its fee in the amount of $250.00 hour."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008023","page":"https://plannerfees.com/planners/faulkner-financial-planning-llc-166337/"},{"crd":316705,"name":"Favor Wealth Advisors, LLC","city":"Pasadena","state":"CA","fees":{"hourly":[500,500],"flat":[2500,20000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees range from $2,500 to $20,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019246","page":"https://plannerfees.com/planners/favor-wealth-advisors-llc-316705/"},{"crd":288957,"name":"Faykus Financial, LLC","city":"Austin","state":"TX","fees":{"hourly":[490,490],"flat":[5820,5820]},"sourceSentences":{"flat":"The fee ranges from $5,820 to $1,000,000 per plan, and is determined by the complexity of the engagement, time involved developing the plan, number of accounts involved, etc.","hourly":"If the monthly pre-determined hours are exceeded, the additional hours will be billed at $490/hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031596","page":"https://plannerfees.com/planners/faykus-financial-llc-288957/"},{"crd":108967,"name":"FBB Capital Partners","city":"Bethesda","state":"MD","fees":{"hourly":[450,450],"flat":[500,500]},"sourceSentences":{"flat":"Such fee will be a fixed fee not to exceed $500.","hourly":"We will be compensated through the date of termination for time spent in design of such financial documents at an hourly rate not to exceed $450."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016380","page":"https://plannerfees.com/planners/fbb-capital-partners-108967/"},{"crd":110658,"name":"Fca Corp","city":"Houston","state":"TX","fees":{"hourly":[60,550]},"sourceSentences":{"hourly":"An hourly rate that ranges from $60 to $550 per hour."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009635","page":"https://plannerfees.com/planners/fca-corp-110658/"},{"crd":308192,"name":"FCG Investment Company","city":"Germantown","state":"TN","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $100 and $250."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056262","page":"https://plannerfees.com/planners/fcg-investment-company-308192/"},{"crd":329906,"name":"Fcig Wealth Management, LLC","city":"Plainfield","state":"CT","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Stand-alone Financial Planning services will be billed as a flat fee between $500 and $10,000. depending on the complexity of the engagement."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049258","page":"https://plannerfees.com/planners/fcig-wealth-management-llc-329906/"},{"crd":324957,"name":"Fealty Group LLC","city":"Niagara Falls","state":"NY","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee for these services is $150 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039059","page":"https://plannerfees.com/planners/fealty-group-llc-324957/"},{"crd":290212,"name":"Federal Benefits Advisors","city":"Poulsbo","state":"WA","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Fees for financial plans are at an hourly rate of $100 with a minimum of one hour."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008728","page":"https://plannerfees.com/planners/federal-benefits-advisors-290212/"},{"crd":151499,"name":"Federal Hill Capital Management","city":"Bardstown","state":"KY","fees":{"hourly":[150,150],"flat":[450,450]},"sourceSentences":{"flat":"There will be a minimum charge of $450 per plan.","hourly":"The fees for this service are $150 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033350","page":"https://plannerfees.com/planners/federal-hill-capital-management-151499/"},{"crd":129975,"name":"Federmann Financial Advisors Inc.","city":"Rocky Point","state":"NY","fees":{"hourly":[325,400],"flat":[2500,15000]},"sourceSentences":{"flat":"Federmann Financial’s planning and consulting fees are negotiable, but generally range from $2,500 to $15,000 on a fixed fee basis, and from $325 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s). *Federmann Financial may,…","hourly":"Federmann Financial’s planning and consulting fees are negotiable, but generally range from $2,500 to $15,000 on a fixed fee basis, and from $325 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s). *Federmann Financial may,…"},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009228","page":"https://plannerfees.com/planners/federmann-financial-advisors-inc-129975/"},{"crd":313134,"name":"Fedway Financial LLC","city":"Charlotte","state":"NC","fees":{"flat":[1000,2000]},"sourceSentences":{"flat":"Fedway charges a negotiable fixed fee for customized plans ranging from $1,000 to $2,000 based on the complexity of the financial plan."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026471","page":"https://plannerfees.com/planners/fedway-financial-llc-313134/"},{"crd":285747,"name":"Fee-Only Financial Advisors, LLC","city":"Beverly Hills","state":"FL","fees":{"hourly":[200,200],"flat":[2000,5000]},"sourceSentences":{"flat":"Generally, such fixed fees may range from $2,000 - $5,000.","hourly":"Hourly fees will be charged at a rate of $200 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028804","page":"https://plannerfees.com/planners/fee-only-financial-advisors-llc-285747/"},{"crd":122873,"name":"Fee-Only Financial Advisors,ltd.","city":"Palatine","state":"IL","fees":{"hourly":[395,395],"annual":[10000,10000]},"sourceSentences":{"annual":"The Registrant generally requires a minimum annual fee of $10,000 ($5,000 semiannually) for investment advisory/financial planning services for new clients (Existing clients may be grandfathered under a previous fee minimum.","hourly":"The hourly fee is typically $395 an hour and billed on a monthly basis."},"brochureDate":"2/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005507","page":"https://plannerfees.com/planners/fee-only-financial-advisors-ltd-122873/"},{"crd":128824,"name":"Fee-Only Financial Planning","city":"Hadley","state":"MA","fees":{"hourly":[100,100],"flat":[100,500]},"sourceSentences":{"hourly":"For financial planning services, FOFP is compensated on either an hourly basis ($100/hour) or on a flat fee basis.","flat":"Typically, flat fees range from $100 to $500 depending upon the complexity of the work."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024713","page":"https://plannerfees.com/planners/fee-only-financial-planning-128824/"},{"crd":116094,"name":"Fee-Only Financial Services LLC","city":"Columbia","state":"MO","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"My hourly rate is $200 per hour."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058122","page":"https://plannerfees.com/planners/fee-only-financial-services-llc-116094/"},{"crd":130002,"name":"Fein Advisors","city":"Cincinnati","state":"OH","fees":{"hourly":[125,125],"flat":[600,3500]},"sourceSentences":{"hourly":"Basic Fee Schedule: $125/hour; or $600-$3,500 per comprehensive plan.","flat":"Basic Fee Schedule: $125/hour; or $600-$3,500 per comprehensive plan."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015266","page":"https://plannerfees.com/planners/fein-advisors-130002/"},{"crd":287685,"name":"Feldman Financial Services, LLC","city":"Forked River","state":"NJ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING Financial Planning Services are offered based on an hourly rate of $200 and fixed fee of up to $1,200 based on complexity and unique Client needs."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042810","page":"https://plannerfees.com/planners/feldman-financial-services-llc-287685/"},{"crd":330347,"name":"Fellowship Financial Planning","city":"Spokane","state":"WA","fees":{"hourly":[500,500],"flat":[1500,1500],"annual":[10000,10000]},"sourceSentences":{"flat":"Financial Planning is charged at a rate of $1,500 per plan and is considered completed upon delivery and explanation of the financial plan.","annual":"Fees for Financial Consulting are based on the arrangement, and will be priced based upon a scope of services proposed to the client—not to exceed $10,000 per year or on an hourly basis not to exceed $500 per hour.","hourly":"Fees for Financial Consulting are based on the arrangement, and will be priced based upon a scope of services proposed to the client—not to exceed $10,000 per year or on an hourly basis not to exceed $500 per hour."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053786","page":"https://plannerfees.com/planners/fellowship-financial-planning-330347/"},{"crd":344499,"name":"Felton Wealth, LLC","city":"Wheeling","state":"WV","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Full Financial Plan For a full financial plan services are offered based on a flat fee of $500."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058615","page":"https://plannerfees.com/planners/felton-wealth-llc-344499/"},{"crd":334915,"name":"Fempire Mindset LLC","city":"Lynnwood","state":"WA","fees":{"hourly":[350,350],"flat":[3500,3500]},"sourceSentences":{"hourly":"An hourly fee of $350 per hour is charged by Fempire Mindset for financial planning services under this arrangement.","flat":"The typical fixed fee is $3,500."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=982673","page":"https://plannerfees.com/planners/fempire-mindset-llc-334915/"},{"crd":115904,"name":"Fencl Advisory Services, LLC","city":"Cedar Falls","state":"IA","fees":{"annual":[4000,4000]},"sourceSentences":{"annual":"The Minimum annual fee for all households is $ 4000.00 A minimum of $400,000 of assets under management is generally required for this service."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000926","page":"https://plannerfees.com/planners/fencl-advisory-services-llc-115904/"},{"crd":311474,"name":"Fenul Wealth Management LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[200,200],"flat":[1000,3500]},"sourceSentences":{"flat":"Service Fee Type and Amount Comprehensive Financial Plan $3,500 fixed fee Annual Financial Plan Review $1000 fixed fee Separate Financial Planning Consultations $200 hourly fee FWM may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.","hourly":"Service Fee Type and Amount Comprehensive Financial Plan $3,500 fixed fee Annual Financial Plan Review $1000 fixed fee Separate Financial Planning Consultations $200 hourly fee FWM may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=806812","page":"https://plannerfees.com/planners/fenul-wealth-management-llc-311474/"},{"crd":308077,"name":"Fenway Financial, LLC","city":"Payson","state":"UT","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"8/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053877","page":"https://plannerfees.com/planners/fenway-financial-llc-308077/"},{"crd":331235,"name":"Fenwick Financial","city":"New Haven","state":"KY","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $75.00 per planner-hour, including meeting time and preparation time(“Hourly Fee”)."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009044","page":"https://plannerfees.com/planners/fenwick-financial-331235/"},{"crd":323758,"name":"Ferguson Financial Advisors","city":"Newton","state":"UT","fees":{"hourly":[150,150],"flat":[500,3000]},"sourceSentences":{"flat":"Full Financial Plan - 7- Full Financial Plan services are offered on a fixed fee basis ranging from $500 to $3,000.","hourly":"Consultation Services Hourly Consultation Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058334","page":"https://plannerfees.com/planners/ferguson-financial-advisors-323758/"},{"crd":131538,"name":"Ferguson Financial Planning","city":"Duncanville","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"For general financial planning services, clients are charged on an hourly basis not to exceed $250 per hour."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010014","page":"https://plannerfees.com/planners/ferguson-financial-planning-131538/"},{"crd":297555,"name":"Ferguson Shapiro LLC","city":"Decatur","state":"GA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial planning fees will be charged on an hourly basis at $300 per hour and the client will be provided an estimate in advance."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025777","page":"https://plannerfees.com/planners/ferguson-shapiro-llc-297555/"},{"crd":109232,"name":"Ferguson-Johnson Wealth Management, Inc.","city":"Rockville","state":"MD","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"For clients engaged in financial planning services, not under the bundled engagement, Ferguson-Johnson Wealth management will be compensated by hourly rate of $400 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019235","page":"https://plannerfees.com/planners/ferguson-johnson-wealth-management-inc-109232/"},{"crd":305614,"name":"Fermata Advisors","city":"Sonoma","state":"CA","fees":{"hourly":[250,500],"flat":[5000,5000]},"sourceSentences":{"hourly":"The fee for financial plans that are based on an hourly rate is calculated by a multiple of the anticipated number of hours required and an hourly rate that is generally between $250 to $500 an hour.","flat":"The fee for financial plans generally starts at $5,000."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053979","page":"https://plannerfees.com/planners/fermata-advisors-305614/"},{"crd":164264,"name":"Fern Impact Advisors, LLC","city":"Duluth","state":"GA","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"FERN typically charges a fixed fee of $2,000 per plan for comprehensive financial planning services as contracted for in advance."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029050","page":"https://plannerfees.com/planners/fern-impact-advisors-llc-164264/"},{"crd":112954,"name":"Fernandez Financial Advisory, LLC","city":"Los Alamitos","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"For financial planning services, FFA charges clients an hourly rate of $350."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027770","page":"https://plannerfees.com/planners/fernandez-financial-advisory-llc-112954/"},{"crd":308015,"name":"Ferraro Wealth Management, LLC","city":"Dublin","state":"OH","fees":{"flat":[1500,7500]},"sourceSentences":{"flat":"Financial planning services are offered for a fixed fee between $1,500 and $7,500 based on complexity and unique Client needs."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012384","page":"https://plannerfees.com/planners/ferraro-wealth-management-llc-308015/"},{"crd":330890,"name":"Ferris Financial Services, L.L.C.","city":"Midland","state":"MI","fees":{"annual":[600,1800]},"sourceSentences":{"annual":"The fixed annual fee will be $600 - $1,800 per year and is paid in advance, on a monthly basis."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059258","page":"https://plannerfees.com/planners/ferris-financial-services-l-l-c-330890/"},{"crd":300253,"name":"FFP Wealth Management, LLC","city":"Coon Rapids","state":"MN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Follow-on implementation work may be billed separately at the rate of $250 per hour."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009368","page":"https://plannerfees.com/planners/ffp-wealth-management-llc-300253/"},{"crd":299675,"name":"Fi-Nancial Planner LLC","city":"Hamilton","state":"VA","fees":{"hourly":[425,425],"flat":[1500,1500],"monthly":[750,1250],"quarterly":[312,312],"annual":[1250,1250]},"sourceSentences":{"annual":"For clients with less than $250,000 in assets under management, they will be charged a flat fee of $1,250 per year ($312.50 per quarter).","quarterly":"For clients with less than $250,000 in assets under management, they will be charged a flat fee of $1,250 per year ($312.50 per quarter).","flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,500.00 and an ongoing fee that is paid monthly, in advance, at the rate of $750-$1,250 per month, depending on the complexity and needs of the client.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,500.00 and an ongoing fee that is paid monthly, in advance, at the rate of $750-$1,250 per month, depending on the complexity and needs of the client.","hourly":"The fee includes a flat fee of $425 plus an hourly rate of $425 per hour and will be agreed upon before the start of any work."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008071","page":"https://plannerfees.com/planners/fi-nancial-planner-llc-299675/"},{"crd":131997,"name":"Fichter & Co. Investors","city":"Duxbury","state":"MA","fees":{"hourly":[180,240]},"sourceSentences":{"hourly":"Advice may be provided on a hourly basis at a fee of $180 - $240 / hour, or for a project fee agreed to by registrant and client."},"brochureDate":"7/19/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=4820","page":"https://plannerfees.com/planners/fichter-co-investors-131997/"},{"crd":286654,"name":"Fidalgo Financial Planning","city":"Anacortes","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial Planning is offered at an hourly fee of $200 per hour."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006495","page":"https://plannerfees.com/planners/fidalgo-financial-planning-286654/"},{"crd":158173,"name":"Fidato Wealth LLC","city":"Middleburg Heights","state":"OH","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum annual fee for directly managed accounts is $5,000."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053778","page":"https://plannerfees.com/planners/fidato-wealth-llc-158173/"},{"crd":328060,"name":"Fidela Wealth","city":"Calabasas","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056581","page":"https://plannerfees.com/planners/fidela-wealth-328060/"},{"crd":141698,"name":"Fidelis Financial Planning, LLC","city":"Saint Charles","state":"MO","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Should services be terminated, fees will be prorated based on the amount of work completed at a rate of $500/hour and any unearned fees paid in advance will be refunded."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041630","page":"https://plannerfees.com/planners/fidelis-financial-planning-llc-141698/"},{"crd":162985,"name":"Fidelis Im","city":"Medford","state":"OR","fees":{"annual":[3000,3000]},"sourceSentences":{"annual":"A minimum annual fee of $3,000 applies to qualified plans, SIMPLE IRAs, and SEP IRAs."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019417","page":"https://plannerfees.com/planners/fidelis-im-162985/"},{"crd":292551,"name":"Fidelis Wealth Advisors","city":"Castle Rock","state":"CO","fees":{"hourly":[150,300],"flat":[2500,3000],"quarterly":[300,300],"annual":[1200,1200]},"sourceSentences":{"annual":"A minimum fee of $1,200 a year or $300 a quarter will be assessed on accounts.","quarterly":"A minimum fee of $1,200 a year or $300 a quarter will be assessed on accounts.","flat":"Fees for financial planning services are generally charged $2,500 - $3,000 for a comprehensive financial plan.","hourly":"Fees for consulting services are based on an hourly rate of between $150 and $300 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035198","page":"https://plannerfees.com/planners/fidelis-wealth-advisors-292551/"},{"crd":286510,"name":"Fident Financial, LLC","city":"Lancaster","state":"PA","fees":{"flat":[3000,6500],"monthly":[500,500],"annual":[6000,6000]},"sourceSentences":{"flat":"The fixed fee can range between $3,000 and $6,500.","annual":"If either party terminates the agreement before completion, upon termination, the half of the fee that is due up front will be prorated and refunded to the client, and no further fees will be charged. ​ Ongoing Comprehensive Financial Planning Comprehensive Financial Planning consists of a household minimum fee of…","monthly":"If either party terminates the agreement before completion, upon termination, the half of the fee that is due up front will be prorated and refunded to the client, and no further fees will be charged. ​ Ongoing Comprehensive Financial Planning Comprehensive Financial Planning consists of a household minimum fee of…"},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048131","page":"https://plannerfees.com/planners/fident-financial-llc-286510/"},{"crd":312675,"name":"Fidere Advisors","city":"Minnetonka","state":"MN","fees":{"hourly":[100,100],"flat":[5000,5000]},"sourceSentences":{"hourly":"Per person hourly rates range from $100 ‐ $400.","flat":"FIDERE has a minimum fee for Financial Planning Services of $5,000, which is renewable annually and cancelable."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043475","page":"https://plannerfees.com/planners/fidere-advisors-312675/"},{"crd":309571,"name":"Fiducia Wealth Management","city":"Pasadena","state":"CA","fees":{"hourly":[350,350],"flat":[2500,10000]},"sourceSentences":{"hourly":"Financial planning fees may be either hourly, at a standard rate of $350 per hour paid in arrears, or flatfee project-based planning ranging from $2,500 to $10,000 due in advance.","flat":"Financial planning fees may be either hourly, at a standard rate of $350 per hour paid in arrears, or flatfee project-based planning ranging from $2,500 to $10,000 due in advance."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013289","page":"https://plannerfees.com/planners/fiducia-wealth-management-309571/"},{"crd":108239,"name":"Fiduciary Advisors, Inc.","city":"St. Louis","state":"MO","fees":{"hourly":[100,300],"annual":[2500,2500]},"sourceSentences":{"annual":"Fiduciary Advisors will charge an annual fee based on the amount of the client’s assets, as set forth in the fee schedule below, or a minimum annual fee of $2,500 per portfolio will be charged for this service.","hourly":"Alternatively, the fee may be assessed on an hourly basis, ranging from $100 to $300 per hour or on an agreed upon fixed fee."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021727","page":"https://plannerfees.com/planners/fiduciary-advisors-inc-108239/"},{"crd":132889,"name":"Fiduciary Consulting Group, Inc.","city":"Venice","state":"FL","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"FCG will charge an hourly rate of $400 for Financial Planning services."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=485373","page":"https://plannerfees.com/planners/fiduciary-consulting-group-inc-132889/"},{"crd":104753,"name":"Fiduciary Counselling Inc","city":"St Paul","state":"MN","fees":{"flat":[1500,1500],"annual":[500,500]},"sourceSentences":{"annual":"A minimum annual fee of $500 applies to certain non-joint spousal accounts that choose not to household.","flat":"Other Fees  Fees for divorce services are charged at the greater of five percent of a client’s quarterly market value-based fee or a minimum flat fee of $1,500 and are billed quarterly. 7 Fiduciary Counselling, Inc."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020178","page":"https://plannerfees.com/planners/fiduciary-counselling-inc-104753/"},{"crd":326990,"name":"Fiduciary Family Office, LLC","city":"Boca Raton","state":"FL","fees":{"hourly":[350,600],"flat":[30000,250000]},"sourceSentences":{"flat":"These fees are negotiable but range from $30,000 to $250,000 on a fixed fee basis and/or from $350 to $600 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable but range from $30,000 to $250,000 on a fixed fee basis and/or from $350 to $600 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017135","page":"https://plannerfees.com/planners/fiduciary-family-office-llc-326990/"},{"crd":172103,"name":"Fiduciary Financial Advisors","city":"Grand Rapids","state":"MI","fees":{"hourly":[500,500],"annual":[7200,50000]},"sourceSentences":{"hourly":"This arrangement charges a mutually agreed-upon fee for financial planning services for a maximum flat fee $100,000 or an hourly fee of no more than $500 per hour depending on the scope and complexity of the financial plan.","annual":"Annual fees for this service range from $7,200 to $50,000, depending on the scope and complexity of the client's current needs and the anticipated complexity of ongoing work."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036045","page":"https://plannerfees.com/planners/fiduciary-financial-advisors-172103/"},{"crd":285681,"name":"Fiduciary Financial Group, LLC","city":"San Rafael","state":"CA","fees":{"flat":[7200,100000]},"sourceSentences":{"flat":"For stand-alone Ongoing Financial Planning Services, fees are based on an annual negotiable fixed fee between $7,200 and $100,000 depending on the client’s needs and the complexity of the plan."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047178","page":"https://plannerfees.com/planners/fiduciary-financial-group-llc-285681/"},{"crd":317659,"name":"Fiduciary First Advising, LLC","city":"Rochester","state":"NY","fees":{"hourly":[200,300],"annual":[1500,12000]},"sourceSentences":{"annual":"Fees are paid quarterly in advance, ranging from $1,500 to $12,000 annually.","hourly":"Hourly rates range between $200-$300 per hour, depending on complexity."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030561","page":"https://plannerfees.com/planners/fiduciary-first-advising-llc-317659/"},{"crd":136612,"name":"Fiduciary Management Group, LLC","city":"New York","state":"NY","fees":{"hourly":[500,1000]},"sourceSentences":{"hourly":"On an hourly basis, ranging from $500 - $1,000 per hour, depending on the nature and complexity of each client's circumstances, as well as the FMG professional conducting the work."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014577","page":"https://plannerfees.com/planners/fiduciary-management-group-llc-136612/"},{"crd":299711,"name":"Fiduciary Wealth Group, LLC","city":"Centerville","state":"OH","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"We also offer financial consulting services where we charge a maximum hourly rate of $350 payable upon completion of services rendered."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013699","page":"https://plannerfees.com/planners/fiduciary-wealth-group-llc-299711/"},{"crd":284324,"name":"Fiduciary Wealth Management, LLC","city":"Little Rock","state":"AR","fees":{"hourly":[250,250],"flat":[3000,6000]},"sourceSentences":{"hourly":"For clients who choose financial planning services alone, fees are charged at a rate of $250 per hour.","flat":"Comprehensive financial plans may also be charged at a flat rate ranging from $3,000 - $6,000."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020500","page":"https://plannerfees.com/planners/fiduciary-wealth-management-llc-284324/"},{"crd":106720,"name":"Fiducient Advisors LLC","city":"Chicago","state":"IL","fees":{"flat":[5000,150000]},"sourceSentences":{"flat":"Project-Based Fees For project-based client arrangements and financial planning services fees typically range from $5,000 - $150,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031983","page":"https://plannerfees.com/planners/fiducient-advisors-llc-106720/"},{"crd":114229,"name":"Field Capital Management, LLC","city":"Santa Fe","state":"NM","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial planning fees will be charged on an hourly basis to be billed at $200 per hour."},"brochureDate":"3/31/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=969342","page":"https://plannerfees.com/planners/field-capital-management-llc-114229/"},{"crd":156737,"name":"Fielder Capital Group LLC","city":"Nashville","state":"TN","fees":{"annual":[25000,180000]},"sourceSentences":{"annual":"The annual fixed fee starts at a range of $25,000 to $180,000, but may be greater based upon certain criteria, such as the scope, duration, and nature of the engagement, as well as the experience and seniority of the financial professional(s) staffed for the engagement."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033165","page":"https://plannerfees.com/planners/fielder-capital-group-llc-156737/"},{"crd":343109,"name":"Fieldstone Advisory LLC","city":"Austin","state":"TX","fees":{"flat":[500,25000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $500 and $25,000."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056228","page":"https://plannerfees.com/planners/fieldstone-advisory-llc-343109/"},{"crd":329282,"name":"Fierce Wealth Management Group LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our financial consulting services are offered at an hourly rate of $250."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042984","page":"https://plannerfees.com/planners/fierce-wealth-management-group-llc-329282/"},{"crd":105003,"name":"Fierston Financial Group Inc","city":"West Hartford","state":"CT","fees":{"hourly":[150,750],"flat":[1000,7500]},"sourceSentences":{"hourly":"At FFG's discretion, the annual fee for portfolio management services may be charged on an hourly basis ranging from $150 to $750 per hour or on a fixed fee basis.","flat":"FFG’s planning and consulting fees are negotiable, but FFG generally charges between $1,000 and $7,500 on a fixed fee basis, or between $150 and $750 per hour on an hourly basis, depending upon the level, complexity, and scope of the services required and the professional rendering the services."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006126","page":"https://plannerfees.com/planners/fierston-financial-group-inc-105003/"},{"crd":282973,"name":"Figure 8 Investment Strategies LLC","city":"Boise","state":"ID","fees":{"flat":[500,20000]},"sourceSentences":{"flat":"Fixed fee engagements typically range from $500 to $20,000 depending on the nature and complexity of the services to be provided and the overall relationship with Figure 8."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017091","page":"https://plannerfees.com/planners/figure-8-investment-strategies-llc-282973/"},{"crd":318729,"name":"Filigree Wealth Advisors, LLC","city":"Irvine","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our maximum hourly fee is $500."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020811","page":"https://plannerfees.com/planners/filigree-wealth-advisors-llc-318729/"},{"crd":165943,"name":"Filippini Investment Advisory","city":"Santa Barbara","state":"CA","fees":{"hourly":[200,500],"flat":[500,500]},"sourceSentences":{"hourly":"The hourly rate for financial planning is $200 to $500 per hour.","flat":"At our discretion, we may offer our financial planning and investment consultation services on a fixed fee basis, generally the fee can be as low as $500 but may be substantially higher depending on the facts and circumstances."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000621","page":"https://plannerfees.com/planners/filippini-investment-advisory-165943/"},{"crd":325447,"name":"Finacura Advisory LLC","city":"Cumming","state":"GA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Thereafter, clients may terminate the Investment Advisory Contract with 10 days’ written notice. 4 Financial Planning Fees Hourly Fees The hourly fee for these services is $150."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002524","page":"https://plannerfees.com/planners/finacura-advisory-llc-325447/"},{"crd":289453,"name":"Finance 180","city":"Columbus","state":"OH","fees":{"flat":[400,4000],"quarterly":[3750,3750]},"sourceSentences":{"quarterly":"For a household whose total AUM is $2,000,000 for multiple accounts, the calculated quarterly fee of $3,750 will be debited on a proportional basis.","flat":"The fixed fee can range between $400 and $4,000."},"brochureDate":"3/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019037","page":"https://plannerfees.com/planners/finance-180-289453/"},{"crd":166163,"name":"Finances for Life, LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[295,295],"flat":[1500,1500]},"sourceSentences":{"flat":"Fixed fees start at $1,500, but the maximum is generally not more than $10,000.","hourly":"Hourly fees are charged at a non-negotiable rate of $295 per hour."},"brochureDate":"2/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010863","page":"https://plannerfees.com/planners/finances-for-life-llc-166163/"},{"crd":324090,"name":"Finances for Real Life","city":"Lompoc","state":"CA","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Ad Hoc services, as negotiated, and at the firm's discretion but generally between $150 to $300 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024994","page":"https://plannerfees.com/planners/finances-for-real-life-324090/"},{"crd":119169,"name":"Financial & Tax Architects, LLC","city":"St. Louis","state":"MO","fees":{"flat":[1995,1995]},"sourceSentences":{"flat":"For Wealth.com services, clients pay a one-time fee of $1,995. 9 Educational Seminars and Workshops FTA’s educational seminars and workshops are provided free of charge."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004774","page":"https://plannerfees.com/planners/financial-tax-architects-llc-119169/"},{"crd":140285,"name":"Financial Action, Inc.","city":"Monument","state":"CO","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"This arrangement charges a mutually agreed-upon fee for financial planning services, not to exceed $3,000 per plan or $175 per hour with 50% of the fee due at engagement and the remaining 50% due upon the delivery of the plan."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025297","page":"https://plannerfees.com/planners/financial-action-inc-140285/"},{"crd":117131,"name":"Financial Advantage Advisors Co.","city":"Windsor","state":"CT","fees":{"hourly":[100,350]},"sourceSentences":{"hourly":"Hourly rates range from $100-$350 per hour and are disclosed elsewhere in this document."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032168","page":"https://plannerfees.com/planners/financial-advantage-advisors-co-117131/"},{"crd":173815,"name":"Financial Advisor for You, LLC","city":"Washington","state":"DC","fees":{"hourly":[275,275],"flat":[1500,2500]},"sourceSentences":{"flat":"The fee for comprehensive financial planning services is a fixed fee that can range between $1,500 and $2,500, depending on the complexity of the client’s circumstances and planning services required.","hourly":"Hourly consultations fees are $275/hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033591","page":"https://plannerfees.com/planners/financial-advisor-for-you-llc-173815/"},{"crd":152083,"name":"Financial Advisors Network, Inc.","city":"Tustin","state":"CA","fees":{"hourly":[350,350],"flat":[1250,3500]},"sourceSentences":{"hourly":"Our hourly fees are $350 for financial advisors and $125 for paraplanners.","flat":"Flat fees generally range from $1,250 to $3,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032093","page":"https://plannerfees.com/planners/financial-advisors-network-inc-152083/"},{"crd":118869,"name":"Financial Advisors of Virginia","city":"Midlothian","state":"VA","fees":{"hourly":[50,50]},"sourceSentences":{"hourly":"Type of Work Services Included Hourly Charge Clerical Copying, filing, phone, etc. $50 Professional All services provided by the firm’s IARs $150 - 2Financial Advisors of Virginia Fee Billing Investment management fees are billed quarterly, in arrears, meaning that we invoice you after the three-month billing…"},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017158","page":"https://plannerfees.com/planners/financial-advisors-of-virginia-118869/"},{"crd":105472,"name":"Financial Advisory Corporation","city":"Grand Rapids","state":"MI","fees":{"annual":[19000,19000]},"sourceSentences":{"annual":", we have a minimum annual fee of $19,000."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005932","page":"https://plannerfees.com/planners/financial-advisory-corporation-105472/"},{"crd":119987,"name":"Financial Advisory Network","city":"Scarsdale","state":"NY","fees":{"hourly":[300,300],"flat":[2000,5000]},"sourceSentences":{"flat":"Fees for financial planning service will typically range from $2000 to $5,000.","hourly":"-CONSULTING The fees for consulting services will be calculated based on an hourly charge of $300 per 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client needs.","hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045766","page":"https://plannerfees.com/planners/financial-compass-investment-services-inc-147260/"},{"crd":148773,"name":"Financial Compass LLC","city":"Philadelphia","state":"PA","fees":{"hourly":[500,500],"flat":[500,500]},"sourceSentences":{"hourly":"Limited Scope Arrangements- Hourly Services Compass does not generally provide hourly service, however can provide limited follow up planning for a fee of $500/ hour, depending on availability.","flat":"Upon the execution of Compass's Client Agreement, a one-time hourly engagement fee of $500 may be charged by 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quarterly fee, as calculated with the above schedules, generates less than $2,500 per quarter in management fees, they will be charged an additional fee (equal to the difference of their calculated fee and $2,500) in order to meet the minimum and will be allocated pro-rata from their accounts and…"},"brochureDate":"2/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005517","page":"https://plannerfees.com/planners/financial-consulate-106898/"},{"crd":108062,"name":"Financial Consultants Group Inc","city":"Cumming","state":"GA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and 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each financial planning service selected by the Client.","hourly":"Client will be assessed a maximum fee of $150/hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024148","page":"https://plannerfees.com/planners/financial-decision-partners-llc-125981/"},{"crd":107755,"name":"Financial Decisions, LLC","city":"New York","state":"NY","fees":{"hourly":[125,925]},"sourceSentences":{"hourly":"Financial Decisions’ planning and consulting fees are negotiable, but generally range from $17,500.00 to $50,000.00 on a minimum fixed fee basis, and from $125.00 to $925.00 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the 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negotiated fixed rate for creating client financial plans is between $100 and $1,500."},"brochureDate":"2/8/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=876537","page":"https://plannerfees.com/planners/financial-fitness-323798/"},{"crd":282177,"name":"Financial Focus LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[300,300],"flat":[1500,5000]},"sourceSentences":{"flat":"Our Financial Planning fees may be calculated and charged on a fixed fee basis, typically ranging from $1,500 to $5,000 depending on the specific arrangement reached with the client.","hourly":"Calculation of the fee is based on a $300 hourly rate."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005015","page":"https://plannerfees.com/planners/financial-focus-llc-282177/"},{"crd":307740,"name":"Financial Forum, 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client."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018778","page":"https://plannerfees.com/planners/financial-freedom-118772/"},{"crd":301981,"name":"Financial Freedom for Dentists LLC","city":"Snoqualmie","state":"WA","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"If an initial financial planning engagement is terminated before completion, fees will be calculated based on the amount of work performed at FFD's hourly rate of $375."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050166","page":"https://plannerfees.com/planners/financial-freedom-for-dentists-llc-301981/"},{"crd":123430,"name":"Financial Freedom House","city":"Waterford","state":"MI","fees":{"hourly":[60,350],"quarterly":[1000,1000]},"sourceSentences":{"quarterly":"Fee for Investments Purchased as Part of a Funding Strategy for Planned Systematic and/or Future Potential Distributions (excluded from the fee schedules above) $1 per $1000 per quarter of the amount initially invested.","hourly":"Portfolio Diagnostic Analysis and Portfolio Management Assistance Cygnet may charge a fixed fee or an hourly rate ranging from $60 to $350 per hour when providing Portfolio Diagnostic Analysis and Portfolio Management Assistance services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029661","page":"https://plannerfees.com/planners/financial-freedom-house-123430/"},{"crd":128900,"name":"Financial Futures","city":"Brielle","state":"NJ","fees":{"hourly":[300,500],"quarterly":[2000,2000]},"sourceSentences":{"hourly":"This fee is payable upon initial engagement The hourly rate for limited scope engagements is $300 - $500.","quarterly":"The minimum quarterly fee is $2,000."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060014","page":"https://plannerfees.com/planners/financial-futures-128900/"},{"crd":125029,"name":"Financial Growth Concepts","city":"Marquette","state":"MI","fees":{"hourly":[100,100],"flat":[1200,1200]},"sourceSentences":{"hourly":"FGC is registered in the State of Michigan and furnishes investment advice and financial planning to clients for an hourly rate of $100 per hour or a fixed fee that is based on this rate.","flat":"The base charge for a comprehensive plan is $1200, due on completion and delivery of the plan."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=788590","page":"https://plannerfees.com/planners/financial-growth-concepts-125029/"},{"crd":148271,"name":"Financial Harvest Wealth Advisors","city":"Winter 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$24,000 and is paid monthly in advance."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018796","page":"https://plannerfees.com/planners/financial-integrity-advisors-llc-130458/"},{"crd":145724,"name":"Financial Investment Team (\"FIT\")","city":"Portland","state":"OR","fees":{"hourly":[500,500],"flat":[4000,4000]},"sourceSentences":{"hourly":"For non-advisory clients, the preparation of a financial plan is billed at $500 per hour, with invoices issued monthly as services are provided.","flat":"The minimum cost for a comprehensive financial plan is $4,000."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012461","page":"https://plannerfees.com/planners/financial-investment-team-fit-145724/"},{"crd":310786,"name":"Financial Journey LLC","city":"Pensacola","state":"FL","fees":{"hourly":[200,200],"flat":[300,2500]},"sourceSentences":{"flat":"The fixed fee can range between $300.00 and $2,500.00, depending on complexity and the needs of the client, and will be a ninety (90) minute intensive on the topic of the client’s choosing.","hourly":"Financial Planning engagements are offered at an hourly rate of $200.00 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034143","page":"https://plannerfees.com/planners/financial-journey-llc-310786/"},{"crd":326483,"name":"Financial Lab","city":"Decatur","state":"GA","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"No increase to the agreed-upon advisory fees outlined in the Advisory Contract shall​ ​occur without prior Client consent.​ ​Financial Planning Services​ ​➢​ ​Comprehensive Financial Plan​ ​FL collects an initial fee, no greater than $10,000."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018115","page":"https://plannerfees.com/planners/financial-lab-326483/"},{"crd":336752,"name":"Financial Legacy Builders","city":"Fairborn","state":"OH","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Financial Consulting Services FLB charges an hourly fee of $100 for Financial Consulting services."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053647","page":"https://plannerfees.com/planners/financial-legacy-builders-336752/"},{"crd":285241,"name":"Financial Life Designs LLC","city":"Lake Mary","state":"FL","fees":{"flat":[500,500],"quarterly":[750,750],"annual":[3000,3000]},"sourceSentences":{"flat":"Such fee will be a fixed fee not to exceed $500.","annual":"The annual review fee is $3,000 annually.","quarterly":"This fee will be billed at the beginning of each calendar quarter ($750 per quarter) starting with the first calendar quarter after the anniversary of when the financial plan was completed."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=487382","page":"https://plannerfees.com/planners/financial-life-designs-llc-285241/"},{"crd":306786,"name":"Financial Life Journeys","city":"Peyton","state":"CO","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"If the engagement is cancelled after the client receives a hard copy and/or electronic copy of the financial plan no refund will be due. 9 Limited Financial Planning Services Fees for Limited Financial Planning Services will be charged on an hourly basis at $150 an hour and are negotiable."},"brochureDate":"1/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001101","page":"https://plannerfees.com/planners/financial-life-journeys-306786/"},{"crd":129415,"name":"Financial Life Planners","city":"Tempe","state":"AZ","fees":{"hourly":[250,250],"flat":[1000,2500]},"sourceSentences":{"hourly":"These financial planning services will be charged a fee for service at an hourly rate of $250 or a one-time fee that ranges between $1,000 and $2,500.","flat":"These financial planning services will be charged a fee for service at an hourly rate of $250 or a one-time fee that ranges between $1,000 and $2,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033069","page":"https://plannerfees.com/planners/financial-life-planners-129415/"},{"crd":144028,"name":"Financial Lifemaps","city":"Renton","state":"WA","fees":{"hourly":[60,60]},"sourceSentences":{"hourly":"For project consulting plans, the current rate is $60 per hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=689516","page":"https://plannerfees.com/planners/financial-lifemaps-144028/"},{"crd":127138,"name":"Financial Lifestyle Management","city":"Greenville","state":"TX","fees":{"hourly":[250,250],"flat":[1500,3000],"annual":[500,500]},"sourceSentences":{"flat":"Comprehensive financial planning fees generally range from $1,500 to $3,000.","hourly":"The standard hourly rate is $250 per hour.","annual":"Small accounts may be subject to a minimum annual fee of $500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024138","page":"https://plannerfees.com/planners/financial-lifestyle-management-127138/"},{"crd":327502,"name":"Financial Management Associates, LLC","city":"Windham","state":"NH","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"A fee of between $100-$250/hr may be imposed depending on who is providing the advice."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020364","page":"https://plannerfees.com/planners/financial-management-associates-llc-327502/"},{"crd":114062,"name":"Financial Management Consultants LLC","city":"Prairie Village","state":"KS","fees":{"hourly":[270,270]},"sourceSentences":{"hourly":"Hedlund’s current hourly rate is $270 per hour."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004879","page":"https://plannerfees.com/planners/financial-management-consultants-llc-114062/"},{"crd":120818,"name":"Financial Management Strategies, Inc.","city":"Broadview Hts.","state":"OH","fees":{"hourly":[75,250],"flat":[1000,25000]},"sourceSentences":{"hourly":"For services based upon an hourly fee arrangement, the hourly rate generally ranges from $75 to 10 $250 per hour.","flat":"For services based on a fixed fee basis, fees typically fees range from $1,000 to $25,000, depending on the scope of services to be provided and the specific arrangement agreed upon with the client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036063","page":"https://plannerfees.com/planners/financial-management-strategies-inc-120818/"},{"crd":108489,"name":"Financial Mountain Inc","city":"Boulder","state":"CO","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Fixed fee services are offered based on a fixed fee to never exceed $5,000 depending on the complexity of the engagement."},"brochureDate":"12/22/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999126","page":"https://plannerfees.com/planners/financial-mountain-inc-108489/"},{"crd":311640,"name":"Financial Optimist LLC","city":"Saint Petersburg","state":"FL","fees":{"hourly":[150,275],"flat":[450,2350],"annual":[1200,1200]},"sourceSentences":{"annual":"Level Annual Fee, billed monthly 1 - Fundamental Starting at $1,200 Single / $1,500 Married 2 - Essential Starting at $3,000 3 - Extensive Starting at $7,500 Business Consulting $14,400 - $120,000 Our combined service consists of an ongoing fee that is paid monthly, in arrears according to the fee table(s) above.…","flat":"The fixed fee can range between $450 and $2,350, depending on complexity and the needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate between $150.00 and $275.00 per hour, depending on complexity."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=666853","page":"https://plannerfees.com/planners/financial-optimist-llc-311640/"},{"crd":288644,"name":"Financial Partners Group, Inc.","city":"Overland Park","state":"KS","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $500 to $10,000.","hourly":"Our hourly rate is $250.00."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030888","page":"https://plannerfees.com/planners/financial-partners-group-inc-288644/"},{"crd":306748,"name":"Financial Pathway LLC","city":"Wesley Chapel","state":"FL","fees":{"flat":[250,250]},"sourceSentences":{"flat":"The Session fee is a fixed fee that is paid in advance, at a rate of $250 per session based on complexity."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055754","page":"https://plannerfees.com/planners/financial-pathway-llc-306748/"},{"crd":318061,"name":"Financial Peak","city":"Agoura Hills","state":"CA","fees":{"hourly":[150,350],"flat":[500,500]},"sourceSentences":{"flat":"Comprehensive Financial Planning consists of an upfront charge of $500-5,000 and an ongoing fee that is paid monthly in arrears at the rate of $100-500 per month.","hourly":"Hourly rates range between $150 - $350 per hour, depending on complexity."},"brochureDate":"7/24/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=985659","page":"https://plannerfees.com/planners/financial-peak-318061/"},{"crd":135549,"name":"Financial Perspectives","city":"Minneapolis","state":"MN","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Hourly rates are $175 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025937","page":"https://plannerfees.com/planners/financial-perspectives-135549/"},{"crd":116073,"name":"Financial Plan, Inc.","city":"Bellingham","state":"WA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"We also offer investment consultation or financial planning services billed at the following flat hourly rates: $500/hour (Lead Advisor) $250/hour (Associate Advisor) $150/hour (Operations Director) 4 FINANCIAL PLAN, INC."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019490","page":"https://plannerfees.com/planners/financial-plan-inc-116073/"},{"crd":317454,"name":"Financial Planning Associates","city":"Aptos","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly fee for these services is $250."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010544","page":"https://plannerfees.com/planners/financial-planning-associates-317454/"},{"crd":117987,"name":"Financial Planning Associates, Inc.","city":"Ellisville","state":"MO","fees":{"hourly":[250,250],"flat":[1860,5000],"monthly":[65,65]},"sourceSentences":{"flat":"Initial personal financial planning fees may range from $1860 to $5000.","monthly":"Subsequent review fees are generally less, typically $780 ($65/month).","hourly":"The planner’s rate for services is $250 per hour or portion of an hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028053","page":"https://plannerfees.com/planners/financial-planning-associates-inc-117987/"},{"crd":328691,"name":"Financial Planning By Design","city":"Indian Harbour Beach","state":"FL","fees":{"hourly":[250,250],"flat":[2500,30000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 to $30,000.","hourly":"Our hourly rate is $250."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=864744","page":"https://plannerfees.com/planners/financial-planning-by-design-328691/"},{"crd":148660,"name":"Financial Planning Center","city":"Amherst","state":"NY","fees":{"hourly":[125,250]},"sourceSentences":{"hourly":"Individual or business financial planning is provided at $125 to $250 per hour (non-negotiable), depending on the services provided, which is payable immediately upon completion of service with no refunds provided for work completed."},"brochureDate":"3/31/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=840589","page":"https://plannerfees.com/planners/financial-planning-center-148660/"},{"crd":319273,"name":"Financial Planning First, LLC","city":"Tuscon","state":"AZ","fees":{"hourly":[300,300],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $300.","flat":"Our flat fees range from $1,500 to $10,000."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016384","page":"https://plannerfees.com/planners/financial-planning-first-llc-319273/"},{"crd":130582,"name":"Financial Planning for Generations, Inc.","city":"Encino","state":"CA","fees":{"hourly":[275,550]},"sourceSentences":{"hourly":"The hourly rate for these engagements ranges from $275 to $550."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017154","page":"https://plannerfees.com/planners/financial-planning-for-generations-inc-130582/"},{"crd":324177,"name":"Financial Planning Northwest","city":"Portland","state":"OR","fees":{"hourly":[250,250],"flat":[500,20000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 and $20,000.","hourly":"Our hourly rate is $250."},"brochureDate":"3/20/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=956484","page":"https://plannerfees.com/planners/financial-planning-northwest-324177/"},{"crd":141636,"name":"Financial Planning Office of Stephen Overstreet, P.A.","city":"Winter Park","state":"FL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Our hourly rate is $150, unless the Advisor and client agree to a flat fee for such additional services."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=489767","page":"https://plannerfees.com/planners/financial-planning-office-of-stephen-overstreet-p-a-141636/"},{"crd":311146,"name":"Financial Planning Services, Inc.","city":"Fort Lauderdale","state":"FL","fees":{"flat":[2500,15000],"annual":[3775,3775]},"sourceSentences":{"annual":"This fee is subject to a minimum annual fee of $3,775.00.","flat":"For Level 1 planning, we charge a fixed fee that ranges from $2,500 to $15,000."},"brochureDate":"6/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048735","page":"https://plannerfees.com/planners/financial-planning-services-inc-311146/"},{"crd":172388,"name":"Financial Prescriptions, LLC","city":"Atlantic Beach","state":"FL","fees":{"hourly":[220,220],"annual":[4900,4900]},"sourceSentences":{"hourly":"Types of Fees and Payment Schedule Financial Planning and Consulting Services Financial Planning and Consulting services engagements are assessed on an hourly fee basis at $220 per hour in 15-minute increments; a partial increment is treated as a whole.","annual":"Our firm’s fee is limited to the first $700,000 and therefore will max out at $4,900 annually."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003247","page":"https://plannerfees.com/planners/financial-prescriptions-llc-172388/"},{"crd":151710,"name":"Financial Prosperity, Inc.","city":"Park City","state":"UT","fees":{"flat":[1650,2950]},"sourceSentences":{"flat":"YOUR STATUS INDIVIDUALS COUPLES INITIAL PERSONAL FINANCIAL PLAN SERVICE $2,150 $2,950 PERSONAL FINANCIAL PLAN REVIEW SERVICE $1,650 $2,250 Fees are due at the time of engagement and payable via a link to PayPal on our website."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027549","page":"https://plannerfees.com/planners/financial-prosperity-inc-151710/"},{"crd":110384,"name":"Financial Rounds","city":"Cincinnati","state":"OH","fees":{"monthly":[100,500],"annual":[6000,6000]},"sourceSentences":{"monthly":"Fees ●​ $500 per month ($6,000/year) with $1k Onboarding ○​ ○​ ○​ ○​ Additional $100 per month for a significant other included in the plan.","annual":"Fees ●​ $500 per month ($6,000/year) with $1k Onboarding ○​ ○​ ○​ ○​ Additional $100 per month for a significant other included in the plan."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002939","page":"https://plannerfees.com/planners/financial-rounds-110384/"},{"crd":116570,"name":"Financial Security Management, Inc","city":"Lakewood","state":"CO","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Our fees for services are computed at the hourly rate not to exceed $400.00 based on the number of hours expended by our firm."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016326","page":"https://plannerfees.com/planners/financial-security-management-inc-116570/"},{"crd":167464,"name":"Financial Security Services Group, Inc.","city":"Highland Village","state":"TX","fees":{"hourly":[550,550],"flat":[750,5000]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING FEES Financial Planning Services are offered based on a negotiable hourly rate of $550 or flat fee ranging between $750 and $5,000 based on complexity and unique client needs.","flat":"FINANCIAL PLANNING and CONSULTING FEES Financial Planning Services are offered based on a negotiable hourly rate of $550 or flat fee ranging between $750 and $5,000 based on complexity and unique client needs."},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043720","page":"https://plannerfees.com/planners/financial-security-services-group-inc-167464/"},{"crd":124085,"name":"Financial Security Solutions, Corp.","city":"Valencia","state":"CA","fees":{"hourly":[400,400],"flat":[500,10000],"annual":[1000,1000]},"sourceSentences":{"hourly":"Our hourly fees are $400.","flat":"Flat fees generally range from $500 to $10,000.","annual":"Financial planning maintenance and review costs an annual flat fee of $1,000 billed in three (3) installments."},"brochureDate":"12/9/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998095","page":"https://plannerfees.com/planners/financial-security-solutions-corp-124085/"},{"crd":107893,"name":"Financial Service Group Inc","city":"Mount 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Planning Comprehensive Financial Planning consists of an upfront charge between $650-$1,300 and an ongoing fee that is paid quarterly, in arrears, at the rate of between $650-$1,300 per quarter.","quarterly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge between $650-$1,300 and an ongoing fee that is paid quarterly, in arrears, at the rate of between $650-$1,300 per quarter.","hourly":"Fees are based on the Advisor’s hourly rate of $325."},"brochureDate":"2/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013048","page":"https://plannerfees.com/planners/financial-trex-llc-283951/"},{"crd":125195,"name":"Financial Vision Advisory Services, LLC.","city":"Honolulu","state":"HI","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Financial planning services are offered on an hourly basis at $175.00 per 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requested services, as stipulated in the Agreement."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021534","page":"https://plannerfees.com/planners/finco-investment-services-inc-163491/"},{"crd":330320,"name":"Fincop Financial Planning","city":"Dublin","state":"CA","fees":{"hourly":[100,100],"flat":[2000,2000],"annual":[2000,2000]},"sourceSentences":{"hourly":"Hourly rates are $100 per hour.","annual":"Retainer fees will not exceed $2,000 per year.","flat":"Workshops charged per person will not exceed $200 per person, and workshops charged as a flat rate will not exceed $2,000."},"brochureDate":"1/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005485","page":"https://plannerfees.com/planners/fincop-financial-planning-330320/"},{"crd":338552,"name":"Fincrafters Advisory 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fee of $1,000 is due at the conclusion of the first meeting, and is included in the flat annual fee of $8,500."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029232","page":"https://plannerfees.com/planners/find-your-fi-322147/"},{"crd":311949,"name":"Findec Wealth Services, Inc.","city":"Stockton","state":"CA","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"We charge a fixed fee for financial planning services, which generally ranges from $1500 to $5000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023764","page":"https://plannerfees.com/planners/findec-wealth-services-inc-311949/"},{"crd":332546,"name":"Finease Consulting","city":"Pittsburgh","state":"PA","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"The fixed fee generally does not exceed $1,000.00 and will be determined after a preliminary review of clients’ financial situation and will be calculated based on such factors as the complexity of the services required by FinEase Consulting in order to provide services to client, and the time of client meeting…"},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025363","page":"https://plannerfees.com/planners/finease-consulting-332546/"},{"crd":330498,"name":"Finest Edge Financial LLC","city":"Scottsdale","state":"AZ","fees":{"flat":[100,500]},"sourceSentences":{"flat":"- 4- FIXED FEES Financial Planning Services are offered based on a flat fee between $100 and $500."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999580","page":"https://plannerfees.com/planners/finest-edge-financial-llc-330498/"},{"crd":321957,"name":"Finish Well RIA 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401(k) Liaison starting at $175 per month ($2,100/year) up to $1,000 per month ($12,000/year) depending upon the number of employees, complexity of plan, and if client is not a financial planning client Professional In-house Investment Management: the…"},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058245","page":"https://plannerfees.com/planners/fire-wealth-management-llc-327958/"},{"crd":292154,"name":"Firebrand Wealth Management, LLC","city":"Redmond","state":"WA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Singles: $7,500 - $10,000 Couples: $8,500 - $12,000 Financial Planning services are based on our hourly financial planning rate of $400 per 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hourly rate of up to $350 per hour, or via a one-time fee starting at $1,500 depending on complexity.","annual":"Ongoing financial planning engagements may be billed monthly or quarterly in arrears, with the total annual fee typically ranging from $3,000 to $5,000 based on the scope and complexity of the financial planning services we provide."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007533","page":"https://plannerfees.com/planners/five-pine-wealth-317657/"},{"crd":336858,"name":"Five Point Investments","city":"Lakewood","state":"NJ","fees":{"hourly":[250,250],"flat":[500,500],"annual":[500,500]},"sourceSentences":{"flat":"We charge a fixed fee of $500 for our Investment Account Setup Kit, which is due at the start of the engagement.","annual":"The minimum annual fee for this service is $500.","hourly":"We offer hourly financial consulting services at a rate of $250 per hour, billed based on the hours completed."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049287","page":"https://plannerfees.com/planners/five-point-investments-336858/"},{"crd":120249,"name":"Five Rivers Financial Advisors, LLC","city":"North East","state":"MD","fees":{"hourly":[150,150],"flat":[300,300]},"sourceSentences":{"hourly":"Our hourly rate is $150 per hour, and fees are payable as services are performed.","flat":"Clients who do not elect our portfolio management services may have their financial plans reviewed and updated either on a retainer fee basis, which is a flat rate of $300 in advance for 6 months of services, or on a consulting basis, at the above-state hourly 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Capital","city":"Fargo","state":"ND","fees":{"hourly":[500,500],"quarterly":[1250,1250],"annual":[5000,5000]},"sourceSentences":{"quarterly":"Minimum Fee Bergen clients are subject to a minimum quarterly fee of $1,250 ($5,000 annually).","annual":"Minimum Fee Bergen clients are subject to a minimum quarterly fee of $1,250 ($5,000 annually).","hourly":"Structure BluePrint offers hourly financial planning services at a rate of $500 per hour, billed in minimum 15-minute increments."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029340","page":"https://plannerfees.com/planners/fjell-capital-327541/"},{"crd":155733,"name":"Flagship Harbor Advisors, LLC","city":"Boston","state":"MA","fees":{"hourly":[100,300],"flat":[300,15000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $300 to $15,000 on a fixed fee basis and/or from $100 to $300 on Page | 14 Flagship Harbor Advisors, LLC Disclosure Brochure an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the…","hourly":"Flagship’s planning and consulting fees are negotiable, but generally range from $300 to $15,000 on a fixed fee basis, and from $100 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004675","page":"https://plannerfees.com/planners/flagship-harbor-advisors-llc-155733/"},{"crd":175277,"name":"Flagship Private Wealth","city":"Woburn","state":"MA","fees":{"flat":[750,7500]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $750 and $7,500, based on the complexity of the financial plan, and is payable in advance."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055950","page":"https://plannerfees.com/planners/flagship-private-wealth-175277/"},{"crd":332428,"name":"Flagship Wealth Management Group, LLC","city":"Cary","state":"NC","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Flagship charges a non-negotiable hourly fee of $450 per hour for hourly consulting."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021288","page":"https://plannerfees.com/planners/flagship-wealth-management-group-llc-332428/"},{"crd":285484,"name":"Flagstone Financial Management, LLC","city":"Lincoln","state":"NE","fees":{"flat":[2000,2000],"monthly":[400,400]},"sourceSentences":{"flat":"Ongoing Fixed-Fee Financial Planning -- An initial fee of $2,000 will be collected up front, followed by ongoing fixed monthly 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consists of an upfront charge of $500 - $5,000 which will be collected half up front and remaining due upon delivery of the financial plan.","monthly":"Upon delivery 7 of the financial plan, our ongoing fee is paid monthly, in advance, at the rate of $100 - $2,000 per month.","hourly":"Any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $200 - $500 per hour."},"brochureDate":"3/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015748","page":"https://plannerfees.com/planners/flatiron-wealth-advisors-llc-318513/"},{"crd":297720,"name":"Flatirons Wealth Management","city":"Boulder","state":"CO","fees":{"hourly":[280,280],"flat":[3000,3000],"quarterly":[299,299]},"sourceSentences":{"flat":"The fee for the initial comprehensive financial plan is $3000 for an individual or $4000 for 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delivery."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002830","page":"https://plannerfees.com/planners/flatlands-wealth-llc-338529/"},{"crd":332810,"name":"Flegal Financial Planning","city":"Berea","state":"OH","fees":{"hourly":[250,250],"flat":[1000,15000],"annual":[1000,30000]},"sourceSentences":{"annual":"We may charge an annual fee of $1,000 - $30,000.","flat":"Fixed fee rates range between $1,000 to $15,000.","hourly":"Our hourly rate is $250."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006614","page":"https://plannerfees.com/planners/flegal-financial-planning-332810/"},{"crd":134146,"name":"Fleming Financial Advising","city":"Walnut Creek","state":"CA","fees":{"hourly":[290,290]},"sourceSentences":{"hourly":"Limited Advisory Agreement (Page 5) Retainer Agreement (Page 6) Financial Management Agreement (Page 7) Page 8 Current Hourly Rate FFA's current hourly rate for billing calculations is $290."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022262","page":"https://plannerfees.com/planners/fleming-financial-advising-134146/"},{"crd":145717,"name":"Fleming Financial Services","city":"Mesa","state":"AZ","fees":{"hourly":[150,150],"flat":[495,4995]},"sourceSentences":{"flat":"The fixed fee can range between $495.00 and $4,995.00, depending on complexity and nature of services requested.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $150.00 per hour."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008127","page":"https://plannerfees.com/planners/fleming-financial-services-145717/"},{"crd":133557,"name":"Fleming Wealth Management, LLC","city":"Johns Creek","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006758","page":"https://plannerfees.com/planners/fleming-wealth-management-llc-133557/"},{"crd":153360,"name":"Fletcher Capital Management","city":"Lehi","state":"UT","fees":{"hourly":[75,75],"flat":[500,3500]},"sourceSentences":{"flat":"Plan fees range from $500 to $3,500, depending on the complexity of the client’s financial situation and the time it takes to prepare it (i.e. small business owner and or complexity of estate plan).","hourly":"There is an hourly fee of $75 based on the time to prepare the report."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010384","page":"https://plannerfees.com/planners/fletcher-capital-management-153360/"},{"crd":325685,"name":"Fleur-De-Lis Financial","city":"Lake Bluff","state":"IL","fees":{"hourly":[495,495],"annual":[2400,2400]},"sourceSentences":{"annual":"The fee is paid monthly in advance, with a minimum annual fee of $2,400.","hourly":"Our hourly rate is $495."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000250","page":"https://plannerfees.com/planners/fleur-de-lis-financial-325685/"},{"crd":172257,"name":"Fleurus Investment Advisory, LLC","city":"Weston","state":"CT","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"hourly":"Fleurus IA bills based on the balance on the first day of the billing period. 7 Financial Planning Fees Hourly Fees The hourly fee for this service is $ 250, and the total financial plan cost is not to exceed $5,000 as a whole.","flat":"Fleurus IA bills based on the balance on the first day of the billing period. 7 Financial Planning Fees Hourly Fees The hourly fee for this service is $ 250, and the total financial plan cost is not to exceed $5,000 as a whole."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006550","page":"https://plannerfees.com/planners/fleurus-investment-advisory-llc-172257/"},{"crd":334771,"name":"FLFS Advisory LLC","city":"Victor","state":"NY","fees":{"hourly":[250,1500]},"sourceSentences":{"hourly":"Consulting fees are paid on an hourly basis ranging from $250 to $1,500 per hour depending on the complexity of the work to be performed, the scope of the services provided, and the client’s unique financial situation."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050254","page":"https://plannerfees.com/planners/flfs-advisory-llc-334771/"},{"crd":318701,"name":"Flightpath Financial Planning","city":"Del Mar","state":"CA","fees":{"hourly":[250,375],"flat":[400,2000],"annual":[1200,10000]},"sourceSentences":{"flat":"The initial flat fee ranges from $400 $2,000 and is due upon execution of the advisory agreement.","annual":"The flat annual fee ranges from $1,200 - $10,000 per year and is charged in monthly installments in arrears.","hourly":"Financial planning advice may also be rendered separately on an hourly basis at a rate of $250$375 per hour based on the work to be completed, charged monthly in arrears."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012491","page":"https://plannerfees.com/planners/flightpath-financial-planning-318701/"},{"crd":307738,"name":"Flip Flops and Pearls Financial Planning","city":"Mount Pleasant","state":"SC","fees":{"hourly":[500,500],"flat":[2000,10000],"monthly":[2500,2500]},"sourceSentences":{"flat":"Financial Planning consists of an upfront charge between $2,000 to $10,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $750 up to a maximum of $2,500 per month.","monthly":"Financial Planning consists of an upfront charge between $2,000 to $10,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $750 up to a maximum of $2,500 per month.","hourly":"The hourly rate for limited scope engagements is $500 and is negotiable."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021974","page":"https://plannerfees.com/planners/flip-flops-and-pearls-financial-planning-307738/"},{"crd":152235,"name":"Florek Financial, LLC","city":"Duxbury","state":"MA","fees":{"quarterly":[4500,18000]},"sourceSentences":{"quarterly":"The Advisor charges clients a minimum annual fee of $18,000 or $4,500 per quarter."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007734","page":"https://plannerfees.com/planners/florek-financial-llc-152235/"},{"crd":312216,"name":"Flores Bayne LLC","city":"Mebane","state":"NC","fees":{"flat":[3000,50000],"annual":[5000,25000]},"sourceSentences":{"annual":"This service consists of an ongoing fee that is paid either in full upfront or in monthly or quarterly installments, in advance, at a rate between $5,000 to $25,000 annually.","flat":"Based Planning and Consulting Project Based Planning and Consulting services are offered on a fixed fee basis that ranges from $3,000 to $50,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026558","page":"https://plannerfees.com/planners/flores-bayne-llc-312216/"},{"crd":173706,"name":"Flores Wealth Planning, LLC","city":"New York","state":"NY","fees":{"hourly":[300,300],"annual":[500,10000]},"sourceSentences":{"annual":"We also offer our financial planning, investment consultation, and real-time planning on a fixed-fee basis, typically ranging from $500 to $10,000 annually.","hourly":"The hourly rate is $300 per hour that, will be billed in 15-minute increments, and a partial increment will be treated as a whole increment."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036078","page":"https://plannerfees.com/planners/flores-wealth-planning-llc-173706/"},{"crd":123869,"name":"Florian Financial Group LLC","city":"Williamsville","state":"NY","fees":{"flat":[500,2000]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $2,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034256","page":"https://plannerfees.com/planners/florian-financial-group-llc-123869/"},{"crd":226751,"name":"Florida Estate and Retirement Planning Advisors, LLC","city":"Dunedin","state":"FL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING Florida Estate and Retirement Planning Advisors, LLC charges a negotiable hourly rate of $150 for financial planning and consulting services."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=342436","page":"https://plannerfees.com/planners/florida-estate-and-retirement-planning-advisors-llc-226751/"},{"crd":333002,"name":"Florida Financial Planning LLC","city":"Winter Garden","state":"FL","fees":{"flat":[2400,2400],"annual":[6000,6000]},"sourceSentences":{"flat":"Ongoing Financial Planning FFP collects an initial fee, no greater than $2,400.","annual":"The annual fee for Ongoing Financial Planning for most Clients is $6,000, but it can range from $4,500 $12,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=931980","page":"https://plannerfees.com/planners/florida-financial-planning-llc-333002/"},{"crd":168196,"name":"Florin Group, LLC","city":"Mclean","state":"VA","fees":{"hourly":[150,400],"flat":[6000,15000]},"sourceSentences":{"hourly":"Our hourly charge ranges from $150$400 per hour, depending on the professional providing the services.","flat":"Fixed fee rates vary from $6,000 to $15,000."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005137","page":"https://plannerfees.com/planners/florin-group-llc-168196/"},{"crd":295401,"name":"Flourish Financial Planning","city":"Grapevine","state":"TX","fees":{"hourly":[250,250],"flat":[497,3000],"monthly":[97,450]},"sourceSentences":{"flat":"Comprehensive Financial Planning 9 Comprehensive Financial Planning consists of an upfront charge of $497 - $3,000 based on complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $97 - $450 per month based on complexity and needs of the client.","monthly":"Comprehensive Financial Planning 9 Comprehensive Financial Planning consists of an upfront charge of $497 - $3,000 based on complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $97 - $450 per month based on complexity and needs of the client.","hourly":"In some circumstances, financial planning may be offered on an hourly basis at a rate of $250 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014020","page":"https://plannerfees.com/planners/flourish-financial-planning-295401/"},{"crd":170591,"name":"Flourish Wealth Management Inc.","city":"Edina","state":"MN","fees":{"hourly":[150,400],"flat":[7500,30000]},"sourceSentences":{"flat":"These fees generally range from $7,500 to $30,000 on a fixed fee basis and/or from $150 to $400 on an hourly rate basis, depending upon the level and scope of the services and the professional engaged to render the services.","hourly":"These fees generally range from $7,500 to $30,000 on a fixed fee basis and/or from $150 to $400 on an hourly rate basis, depending upon the level and scope of the services and the professional engaged to render the services."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016335","page":"https://plannerfees.com/planners/flourish-wealth-management-inc-170591/"},{"crd":281934,"name":"Flow Financial Planning, L.L.C.","city":"Bellingham","state":"WA","fees":{"hourly":[500,500],"flat":[11000,13000]},"sourceSentences":{"hourly":"If the calculated fee does exceed 2% AUM, then Flow will track tasks and hours and earn the fees based on hours worked, based on an hourly rate of $500.","flat":"A One-Time Comprehensive Financial Plan costs $11,000-$13,000, depending on the complexity of the client’s financial and tax situation."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047521","page":"https://plannerfees.com/planners/flow-financial-planning-l-l-c-281934/"},{"crd":328235,"name":"Flowrate Financial, LLC","city":"Mount Pleasant","state":"SC","fees":{"hourly":[250,250],"flat":[4000,4000],"monthly":[250,5000]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $250 to $5,000 per month.","flat":"The fixed fee rate will be no greater than $4,000.","hourly":"Our hourly rate is $250. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029751","page":"https://plannerfees.com/planners/flowrate-financial-llc-328235/"},{"crd":170041,"name":"Fluent Financial, LLC","city":"Dallas","state":"TX","fees":{"hourly":[450,450],"flat":[1500,15000]},"sourceSentences":{"hourly":"Our hourly fee is $450.","flat":"Flat fees generally range from $1,500 to $15,000."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043352","page":"https://plannerfees.com/planners/fluent-financial-llc-170041/"},{"crd":285570,"name":"Fluid Financial Planning, LLC","city":"Columbus","state":"GA","fees":{"flat":[750,1250],"monthly":[50,100]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $750.00-$1,250.00 and an ongoing fee that is paid monthly, in advance, at the rate of $50.00-$100.00 per month.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $750.00-$1,250.00 and an ongoing fee that is paid monthly, in advance, at the rate of $50.00-$100.00 per month."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016447","page":"https://plannerfees.com/planners/fluid-financial-planning-llc-285570/"},{"crd":327389,"name":"Flying Forward Wealth Management","city":"Boerne","state":"TX","fees":{"monthly":[1800,1800],"annual":[4000,4000]},"sourceSentences":{"monthly":"He earns approximately $1,800 per month and devotes about 16 hours monthly to this role.","annual":"He earns approximately $4,000 annually for tax services and spends about 30 hours during tax season on this activity."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030569","page":"https://plannerfees.com/planners/flying-forward-wealth-management-327389/"},{"crd":107915,"name":"Flying Point Financial, Inc.","city":"North Andover","state":"MA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Compensation – Financial Planning Financial Planning fees are charged on an hourly basis of $250 per hour."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056645","page":"https://plannerfees.com/planners/flying-point-financial-inc-107915/"},{"crd":152689,"name":"Flynn Zito Capital Management, LLC","city":"Garden City","state":"NY","fees":{"hourly":[750,750],"flat":[2500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $750.","flat":"Our flat fees range from $2,500 to $10,000."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011852","page":"https://plannerfees.com/planners/flynn-zito-capital-management-llc-152689/"},{"crd":324454,"name":"Flyway Financial","city":"Steele","state":"ND","fees":{"flat":[600,1800]},"sourceSentences":{"flat":"Fixed fee rates range from $600 - $1,800."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039625","page":"https://plannerfees.com/planners/flyway-financial-324454/"},{"crd":313049,"name":"Fma Wealth Management, LLC","city":"Duxbury","state":"MA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"FMA also offers financial planning services at an hourly rate of $250 per hour or as a fixed fee engagement."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012600","page":"https://plannerfees.com/planners/fma-wealth-management-llc-313049/"},{"crd":334596,"name":"FMD Wealth Advisors LLC","city":"White Plains","state":"NY","fees":{"hourly":[175,600],"flat":[1500,10000]},"sourceSentences":{"hourly":"Hourly fees range from $175 to $600 per hour.","flat":"Fixed fees range from $1,500 to $10,000."},"brochureDate":"2/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009084","page":"https://plannerfees.com/planners/fmd-wealth-advisors-llc-334596/"},{"crd":117600,"name":"Fmi","city":"Ardmore","state":"OK","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Additional services beyond the scope of this engagement may be subject to an additional negotiated fee or the stated hourly rate of $150/hour."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040453","page":"https://plannerfees.com/planners/fmi-117600/"},{"crd":110270,"name":"FMP Wealth Advisers","city":"Austin","state":"TX","fees":{"flat":[0,2500]},"sourceSentences":{"flat":"The flat fee amount ranges from $0 to $2,500.00 and is based on various factors, including but not necessarily limited to the frequency of meetings and the level of the adviser's review responsibilities."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028920","page":"https://plannerfees.com/planners/fmp-wealth-advisers-110270/"},{"crd":149809,"name":"FNJ 3, LLC","city":"Alexandria","state":"VA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"For financial planning (FP) services, we charge an hourly rate (currently $350/hour) which is subject to change, and bill clients for fees incurred."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=934175","page":"https://plannerfees.com/planners/fnj-3-llc-149809/"},{"crd":304505,"name":"Focal Point Financial Group","city":"Prairie Village","state":"KS","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Since fees are paid in arrears, no rebate will be needed upon the termination of the account.​ ​Financial Planning Hourly Fee​ ​ inancial Planning fee is an hourly rate of $250.00 per hour."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010521","page":"https://plannerfees.com/planners/focal-point-financial-group-304505/"},{"crd":311040,"name":"Focal Point Financial Planning, LLC","city":"Pleasant Grove","state":"UT","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Project-Based Financial Planning Fee 8 Project-Based Financial Planning engagements are offered at an hourly rate of $150 per hour."},"brochureDate":"4/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041110","page":"https://plannerfees.com/planners/focal-point-financial-planning-llc-311040/"},{"crd":116140,"name":"Focus Financial","city":"Minneapolis","state":"MN","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"Annual Fee (for Consulting, Financial Planning, and Asset Allocation Recommendations) - not to exceed $20,000.00 annually."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027959","page":"https://plannerfees.com/planners/focus-financial-116140/"},{"crd":109970,"name":"Focus Investment Advisors, Inc","city":"Solana Beach","state":"CA","fees":{"hourly":[300,300],"flat":[1000,5000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1000 and $5000.","hourly":"The hourly fee for these services is $300."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034005","page":"https://plannerfees.com/planners/focus-investment-advisors-inc-109970/"},{"crd":136026,"name":"Focus Wealth Advisors LLC","city":"Ocean City","state":"NJ","fees":{"hourly":[150,150],"flat":[500,500]},"sourceSentences":{"hourly":"Fees for Consultations are billed at a rate of $150.00 an hour.","flat":"Financial plan fees that are greater than $500.00 are billed as follows: 1/4 at the time of the signed contract and the balance at the time of the delivery of the completed financial plan."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003593","page":"https://plannerfees.com/planners/focus-wealth-advisors-llc-136026/"},{"crd":322953,"name":"Focused Mission Financial","city":"San Diego","state":"CA","fees":{"hourly":[350,350],"flat":[1500,15000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 to $15,000.","hourly":"Our hourly rate is $350."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011405","page":"https://plannerfees.com/planners/focused-mission-financial-322953/"},{"crd":293504,"name":"Focused Up Financial, LLC","city":"Riverside","state":"IL","fees":{"hourly":[300,350],"flat":[2000,2000]},"sourceSentences":{"flat":"Financial Review FUF ‘s fee for this services is a fixed fee in the amount of $2,000.","hourly":"Hourly Fee Financial Planning is also offered at an hourly rate between $300.00-$350.00 per hour."},"brochureDate":"6/30/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=983461","page":"https://plannerfees.com/planners/focused-up-financial-llc-293504/"},{"crd":154828,"name":"Focused Wealth Management, Inc.","city":"Newburgh","state":"NY","fees":{"hourly":[150,150],"flat":[100,1000]},"sourceSentences":{"hourly":"If the client elects to proceed with a written or oral plan and selects an hourly fee, the representative of record will inform the client of the estimated hours it will take to complete the service at a rate not to exceed $150 per hour.","flat":"FWM charges a fixed fee for comprehensive financial planning services that will range from $100 to $1,000 per plan depending upon the complexity of the client's financial situation and the actual services to be provided."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023707","page":"https://plannerfees.com/planners/focused-wealth-management-inc-154828/"},{"crd":155690,"name":"Focusyou","city":"Redwood City","state":"CA","fees":{"hourly":[300,500]},"sourceSentences":{"hourly":"Fees charged for these services typically range from $300 to $500 an hour depending on the complexity of the situation."},"brochureDate":"4/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040718","page":"https://plannerfees.com/planners/focusyou-155690/"},{"crd":321822,"name":"Fog City Advisors, LLC","city":"Albany","state":"CA","fees":{"flat":[2400,2400]},"sourceSentences":{"flat":"The fee for the Financial Review is a flat amount of $2400."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013304","page":"https://plannerfees.com/planners/fog-city-advisors-llc-321822/"},{"crd":283998,"name":"Fogarty Wealth Management, Inc.","city":"Missouri City","state":"TX","fees":{"hourly":[350,350],"flat":[1000,10000]},"sourceSentences":{"flat":"Services are offered based on a negotiable flat fee ranging between $1,000 and $10,000 based on the complexity of the plan and the client’s needs.","hourly":"Services are offered based on an hourly rate of $350 per hour."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015488","page":"https://plannerfees.com/planners/fogarty-wealth-management-inc-283998/"},{"crd":143770,"name":"Fogel Investment Advisory Group, Inc.","city":"Fletcher","state":"NC","fees":{"flat":[500,1000]},"sourceSentences":{"flat":"A retirement income plan may be provided to clients for a one time minimum fee between $500 - $1000 depending upon the complexity of the client’s situation."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020411","page":"https://plannerfees.com/planners/fogel-investment-advisory-group-inc-143770/"},{"crd":309348,"name":"Folgmann Financial Group LLC","city":"Woodinville","state":"WA","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"When we do offer financial planning on a standalone basis, our Financial Planning fee rates are negotiable and generally range from $100 - $250 per hour, depending on the complexity of the Financial Plan and the experience level of the financial planner."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=971986","page":"https://plannerfees.com/planners/folgmann-financial-group-llc-309348/"},{"crd":335253,"name":"Foliage Financial","city":"Bonita Springs","state":"FL","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"The hourly rate is $225."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=977170","page":"https://plannerfees.com/planners/foliage-financial-335253/"},{"crd":145730,"name":"Followthru Planning Associates LLC","city":"Brooklyn","state":"NY","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"The hourly rate for financial planning is $100 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035985","page":"https://plannerfees.com/planners/followthru-planning-associates-llc-145730/"},{"crd":336470,"name":"Folse Financial","city":"Missouri City","state":"TX","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Financial Planning Our hourly rate is $400."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000561","page":"https://plannerfees.com/planners/folse-financial-336470/"},{"crd":329515,"name":"Folsom Wealth Advisors","city":"Cameron Park","state":"CA","fees":{"hourly":[350,350],"flat":[2450,5250],"annual":[10000,10000]},"sourceSentences":{"annual":"The annual fee is a minimum of $10,000, but could be more or less depending on the specific needs of the Client, complexity, marital status, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.","hourly":"Fees are based on our hourly rate of $350.","flat":"Fixed fee rates range between $2,450 - $5,250."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015125","page":"https://plannerfees.com/planners/folsom-wealth-advisors-329515/"},{"crd":311162,"name":"Fonte Financial Advisors","city":"Carlsbad","state":"CA","fees":{"hourly":[325,325],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $325.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035551","page":"https://plannerfees.com/planners/fonte-financial-advisors-311162/"},{"crd":335034,"name":"Foothills Wealth Management, LLC","city":"Cave Creek","state":"AZ","fees":{"hourly":[350,350],"flat":[1500,5000]},"sourceSentences":{"flat":"The fixed fee can range between $1,500.00 and $5,000.00.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour."},"brochureDate":"6/16/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=981935","page":"https://plannerfees.com/planners/foothills-wealth-management-llc-335034/"},{"crd":265788,"name":"Footlamp","city":"Atlanta","state":"GA","fees":{"flat":[1500,10000],"annual":[10000,36000]},"sourceSentences":{"flat":"Depending upon the scope of the engagement and the ongoing needs of the client, the rate for one-time financial planning and advice is between $1,500 and $10,000.","annual":"Ongoing Financial Planning and Investment Management Depending on the scope of the engagement and the ongoing needs of the client, the rate for ongoing financial planning and investment management is a fixed annual fee between $10,000 and $36,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031648","page":"https://plannerfees.com/planners/footlamp-265788/"},{"crd":143912,"name":"Forbes Financial Planning, Inc.","city":"East Greenwich","state":"RI","fees":{"hourly":[400,400],"flat":[4000,4000],"quarterly":[500,500]},"sourceSentences":{"flat":"Our standard fixed fee for a comprehensive financial plan is $4,000 for the first year.","quarterly":"The fee is broken down as follows: 1) $2,000 for initial setup; 2) $500 per quarter for ongoing maintenance Following the first 12 months, the ongoing maintenance fee remains at $500 per quarter. 6|Page Hourly Financial Planning Fee Financial planning is also offered at an hourly rate of $400. 5(B)1 Payment Methods…","hourly":"The fee is broken down as follows: 1) $2,000 for initial setup; 2) $500 per quarter for ongoing maintenance Following the first 12 months, the ongoing maintenance fee remains at $500 per quarter. 6|Page Hourly Financial Planning Fee Financial planning is also offered at an hourly rate of $400. 5(B)1 Payment Methods…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033828","page":"https://plannerfees.com/planners/forbes-financial-planning-inc-143912/"},{"crd":306946,"name":"Force Acres, LLC","city":"New Braunfels","state":"TX","fees":{"flat":[2000,10000],"quarterly":[250,1000]},"sourceSentences":{"flat":"The fixed fee can range between $2,000 and $10,000, depending on complexity and the needs of the client.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning will consist of an upfront charge of $2,000 to $10,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $250 to $1000 per quarter."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007589","page":"https://plannerfees.com/planners/force-acres-llc-306946/"},{"crd":147314,"name":"Ford Financial Advisors, Limited","city":"Pittsburgh","state":"PA","fees":{"hourly":[300,300],"flat":[1200,1200],"annual":[2000,2000]},"sourceSentences":{"annual":"Financial Planning clients are charged a minimum annual fee of $2,000.00 for Financial Planning, $1,200 of which is payable at the time the initial planning agreement is signed.","flat":"Financial Planning clients are charged a minimum annual fee of $2,000.00 for Financial Planning, $1,200 of which is payable at the time the initial planning agreement is signed.","hourly":"Clients requesting consultative advice on single issues will be billed at an hourly rate of $300.00."},"brochureDate":"3/1/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=882680","page":"https://plannerfees.com/planners/ford-financial-advisors-limited-147314/"},{"crd":334449,"name":"Ford Financial Fitness","city":"Plymouth","state":"MI","fees":{"hourly":[400,400],"flat":[500,500]},"sourceSentences":{"flat":"Ongoing Financial Planning FFF collects an initial fee of $500.","hourly":"Our hourly rate is $400."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000640","page":"https://plannerfees.com/planners/ford-financial-fitness-334449/"},{"crd":282588,"name":"Ford Financial Solutions, LLC","city":"New York","state":"NY","fees":{"hourly":[400,400],"flat":[2500,2500],"monthly":[1500,1500]},"sourceSentences":{"monthly":"Please review the fee and compensation information​ ​below.​ ​Ongoing Comprehensive Financial Planning and Investment Management​ ​ ngoing Comprehensive Financial Planning is offered for an initial upfront fee ranging between​ O ​$1,500 and $5,000 and an ongoing fee that is paid monthly, in advance, at the rate of…","flat":"The fixed fee can range from $2,500 to​ ​$7,000.","hourly":"In the event of​ ​early termination, the client will be billed for the hours worked at a rate of $400 per hour."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030337","page":"https://plannerfees.com/planners/ford-financial-solutions-llc-282588/"},{"crd":125887,"name":"Fordham Financial Services, Inc.","city":"Hoschton","state":"GA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"FFS charges an hourly fee of $150 an hour for Financial Planning Services, billed upon completion of services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031914","page":"https://plannerfees.com/planners/fordham-financial-services-inc-125887/"},{"crd":308521,"name":"Forefront","city":"Austin","state":"TX","fees":{"hourly":[150,1000],"flat":[2500,100000]},"sourceSentences":{"hourly":"With hourly rates ranging from $150 to $1,000 an hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","flat":"With fixed fees ranging from $2,500 to $100,000, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059509","page":"https://plannerfees.com/planners/forefront-308521/"},{"crd":333296,"name":"Foresee Wealth Advisors","city":"Bellevue","state":"WA","fees":{"hourly":[150,150],"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000.","hourly":"The negotiated hourly fee for these services is $150."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001403","page":"https://plannerfees.com/planners/foresee-wealth-advisors-333296/"},{"crd":154516,"name":"Foresight Advisors","city":"New York City","state":"NY","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $450 per hour, but may be negotiated in advance."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=955203","page":"https://plannerfees.com/planners/foresight-advisors-154516/"},{"crd":147014,"name":"Foresight Capital Management Advisors, Inc.","city":"Saline","state":"MI","fees":{"hourly":[30,475]},"sourceSentences":{"hourly":"The fee for such services are usually quoted at an hourly rate that ranges between $30 and $475, depending upon the scope of the engagement."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025202","page":"https://plannerfees.com/planners/foresight-capital-management-advisors-inc-147014/"},{"crd":325040,"name":"Foresight Financial Advising LLC","city":"Vestavia","state":"AL","fees":{"flat":[750,2000],"monthly":[200,200],"quarterly":[600,600],"annual":[2400,2400]},"sourceSentences":{"flat":"Full Financial Plan Full Financial Plan services are offered on a fixed fee basis ranging from $750 – $2,000.","annual":"Ongoing Financial Planning Ongoing Financial Planning is offered based on a fixed fee basis of $2,400 per year, payable via a monthly fee of $200 or quarterly fee of $600.","monthly":"Ongoing Financial Planning Ongoing Financial Planning is offered based on a fixed fee basis of $2,400 per year, payable via a monthly fee of $200 or quarterly fee of $600.","quarterly":"Ongoing Financial Planning Ongoing Financial Planning is offered based on a fixed fee basis of $2,400 per year, payable via a monthly fee of $200 or quarterly fee of $600."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=947351","page":"https://plannerfees.com/planners/foresight-financial-advising-llc-325040/"},{"crd":307338,"name":"Foresight Financial Advisory","city":"Jupiter","state":"FL","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Multi-component planning engagements are assessed fixed fees that ranges from $1,000 to $5,000."},"brochureDate":"6/7/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=609669","page":"https://plannerfees.com/planners/foresight-financial-advisory-307338/"},{"crd":329830,"name":"Foresight Financial Planning","city":"Alma","state":"GA","fees":{"flat":[1000,4000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $4,000."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003307","page":"https://plannerfees.com/planners/foresight-financial-planning-329830/"},{"crd":116327,"name":"Foresight Investments Management, Inc.","city":"Darnestown","state":"MD","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The consultation fee is $300 per hour and may be negotiable depending on the length and complexity of the engagement."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023378","page":"https://plannerfees.com/planners/foresight-investments-management-inc-116327/"},{"crd":340465,"name":"Foresight Wealth Advisory, LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"flat":"Ongoing Financial Planning 9 FWA collects an initial fee, ranging from $500 to $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002056","page":"https://plannerfees.com/planners/foresight-wealth-advisory-llc-340465/"},{"crd":139795,"name":"Forest Asset Management LLC","city":"Riverside","state":"IL","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Financial Planning fees will be charged on an hourly basis based on an hourly rate of $350 per hour."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010714","page":"https://plannerfees.com/planners/forest-asset-management-llc-139795/"},{"crd":141274,"name":"Forest Hill Financial Advisory Group LLC","city":"San Francisco","state":"CA","fees":{"hourly":[150,150],"flat":[1500,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $150.","flat":"Flat fees range from $1,500 to $5,000."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047569","page":"https://plannerfees.com/planners/forest-hill-financial-advisory-group-llc-141274/"},{"crd":337308,"name":"Forest Park Capital LLC","city":"O Fallon","state":"MO","fees":{"flat":[1200,3000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,200 and $3,000."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054889","page":"https://plannerfees.com/planners/forest-park-capital-llc-337308/"},{"crd":338993,"name":"Forge Capital","city":"Sarasota","state":"FL","fees":{"flat":[300,10000]},"sourceSentences":{"flat":"AND CONSULTING Forge Capital charges a fixed fee ranging between $300 and $10,000 based on complexity and unique Client needs for financial planning."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057499","page":"https://plannerfees.com/planners/forge-capital-338993/"},{"crd":339624,"name":"Forged Path Wealth Advisors LLC","city":"Blackwood","state":"NJ","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Ongoing Financial Planning 8 FPWA collects an initial fee, no greater than $5,000."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055283","page":"https://plannerfees.com/planners/forged-path-wealth-advisors-llc-339624/"},{"crd":326519,"name":"Form Wealth Advisors, LLC","city":"Lake Geneva","state":"WI","fees":{"flat":[1000,4000]},"sourceSentences":{"flat":"The set fee is based largely on the expected scope of the engagement, with a one-time meeting to discuss financial plans set at $1,000 and a maximum planning fee of $4,000 for an expected four weeks of work."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017321","page":"https://plannerfees.com/planners/form-wealth-advisors-llc-326519/"},{"crd":308923,"name":"Formula Wealth","city":"Fairhope","state":"AL","fees":{"hourly":[250,250],"flat":[500,3600]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $3,600, depending on complexity and the needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041847","page":"https://plannerfees.com/planners/formula-wealth-308923/"},{"crd":335858,"name":"Formynder Wealth Management, LLC","city":"Fredericksburg","state":"VA","fees":{"hourly":[200,500],"flat":[2400,10000],"annual":[2400,10000]},"sourceSentences":{"flat":"The annual flat investment advisory fee ranges from $2,400 to $10,000 depending on client complexity (see “Client Complexity” below).","annual":"The annual fee ranges from $2,400 to $10,000, depending on the complexity of the Client’s financial situation (see “Client Complexity” below).","hourly":"Client Type Annual Fee Invoiced Monthly in Arrears One Client, low complexity Two Clients, high complexity $2,400.00 $7,200.00 $200.00 $600.00 Project-Based Financial Planning We offer project-based financial planning engagements ranging between $200 - $500 per hour."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044564","page":"https://plannerfees.com/planners/formynder-wealth-management-llc-335858/"},{"crd":332380,"name":"Foronjy Financial","city":"Santa Barbara","state":"CA","fees":{"flat":[2500,25000]},"sourceSentences":{"flat":"FORONJY FINANCIAL bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054104","page":"https://plannerfees.com/planners/foronjy-financial-332380/"},{"crd":340688,"name":"Forrest Michael Leichtberg","city":"Carpinteria","state":"CA","fees":{"hourly":[200,400],"flat":[2500,10000]},"sourceSentences":{"hourly":"Typical fee ranges include:​ ●​ Hourly financial planning: $200 – $400 per hour.","flat":"There is no minimum number of hours required, and the maximum number of hours for any engagement is agreed upon in advance with the client based on the scope and complexity of the services. ​ ●​ One-time or flat financial plans: $2,500 – $10,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014123","page":"https://plannerfees.com/planners/forrest-michael-leichtberg-340688/"},{"crd":339523,"name":"Forsman Financial Services","city":"Rochdale","state":"MA","fees":{"flat":[2500,7500]},"sourceSentences":{"flat":"Fixed fee rates range from $2,500 to $7,500."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045831","page":"https://plannerfees.com/planners/forsman-financial-services-339523/"},{"crd":328358,"name":"Forsythia Financial","city":"Bloomfield Hills","state":"MI","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $350.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034379","page":"https://plannerfees.com/planners/forsythia-financial-328358/"},{"crd":168695,"name":"Fort Henry Capital, LLC","city":"Wheeling","state":"WV","fees":{"hourly":[150,400],"flat":[500,5000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are non-negotiable, but generally range from $500 to $5,000 on a fixed fee basis, and from $150 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are non-negotiable, but generally range from $500 to $5,000 on a fixed fee basis, and from $150 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009418","page":"https://plannerfees.com/planners/fort-henry-capital-llc-168695/"},{"crd":323596,"name":"Forthright Capital","city":"Las Vegas","state":"NV","fees":{"hourly":[300,300],"flat":[1000,1000],"monthly":[250,250]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $250 per month.","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $250 per month.","hourly":"Financial Planning engagements are offered at an hourly rate of $300 per hour."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056044","page":"https://plannerfees.com/planners/forthright-capital-323596/"},{"crd":326786,"name":"Forthright Financial Services","city":"Weatherford","state":"TX","fees":{"hourly":[250,250],"flat":[500,10000],"monthly":[500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $10,000.","hourly":"Our hourly rate is $250.","monthly":"The fees for this service range from $500 to $10,000 per month, based on many different factors including company size, expected workload, and services needed."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038277","page":"https://plannerfees.com/planners/forthright-financial-services-326786/"},{"crd":282653,"name":"Fortifi Capital, LLC","city":"Akron","state":"OH","fees":{"hourly":[60,60]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is $60."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036995","page":"https://plannerfees.com/planners/fortifi-capital-llc-282653/"},{"crd":332137,"name":"Fortified Wealth","city":"Elkhart","state":"IN","fees":{"hourly":[300,300],"flat":[1500,15000]},"sourceSentences":{"hourly":"Hourly fees are $300 per hour.","flat":"Fixed fees range from $1,500 to $15,000."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047179","page":"https://plannerfees.com/planners/fortified-wealth-332137/"},{"crd":297433,"name":"Fortify Wealth, Inc.","city":"St. Louis","state":"MO","fees":{"hourly":[250,350],"flat":[2000,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250-$350 per hour.","flat":"Services are offered based on a flat fee of between $2,000 and $10,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026458","page":"https://plannerfees.com/planners/fortify-wealth-inc-297433/"},{"crd":164498,"name":"Fortis Advisors, LLC","city":"Wayne","state":"PA","fees":{"flat":[1500,50000]},"sourceSentences":{"flat":"The Advisor’s financial planning and consulting services fees are negotiable but generally range from $1,500 to $50,000 on a fixed fee basis, depending upon the level and scope of the services required and the professionals rendering the services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029560","page":"https://plannerfees.com/planners/fortis-advisors-llc-164498/"},{"crd":268808,"name":"Fortis Wealth Management","city":"Boone","state":"NC","fees":{"hourly":[250,250],"flat":[250,1500],"quarterly":[1250,1250],"annual":[5000,5000]},"sourceSentences":{"annual":"For accounts valued between $0 - $1,000,000 a flat fee will be assed of $5,000 per year ($1,250 per quarter).","quarterly":"For accounts valued between $0 - $1,000,000 a flat fee will be assed of $5,000 per year ($1,250 per quarter).","flat":"The minimum fixed fee is generally $250 and the maximum fixed fee is generally no more than $1,500.","hourly":"Fees charged for our business development advisory services are charged employing one of two methods: a flat fee based on an agreed-upon scope of work and product delivery, or an hourly fee based on our market-rate fee of $250 per hour."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054217","page":"https://plannerfees.com/planners/fortis-wealth-management-268808/"},{"crd":317615,"name":"Fortitude Family Office","city":"Scottsdale","state":"AZ","fees":{"hourly":[270,600],"annual":[20000,20000]},"sourceSentences":{"annual":"Fixed fees generally range between $20,000 to $1,500,000 per annum based on the nature, complexity, and extent of the services requested by the client, and are charged in periodic increments over the course of the year as agreed with the client.","hourly":"Hourly fees generally range from $270 to $600 per hour based on the particular financial professional rendering the services and are charged upon presentation of an itemized invoice."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058902","page":"https://plannerfees.com/planners/fortitude-family-office-317615/"},{"crd":309750,"name":"Fortitude Financial Planning LLC","city":"Willow Spring","state":"NC","fees":{"hourly":[450,450],"flat":[1950,1950]},"sourceSentences":{"flat":"Momentum For services under a Momentum Agreement, FFP charges a fixed fee of $1,950, with $650 due at the beginning of the process, $650 due in advance of the first meeting and the remaining balance of $650 in advance of the second 8 meeting.","hourly":"Any completed deliverables of the project will be provided to the Client, and no further fees will be charged.​ ​ Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $450 per hour and may be negotiable in certain cases."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007366","page":"https://plannerfees.com/planners/fortitude-financial-planning-llc-309750/"},{"crd":290074,"name":"Fortitude Private Wealth","city":"Carmel","state":"IN","fees":{"hourly":[300,300],"flat":[3000,10000]},"sourceSentences":{"hourly":"Financial Consulting Services are offered based on an hourly fee of $300 per hour.","flat":"Services are offered based on a flat fee between $3,000 and $10,000."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055238","page":"https://plannerfees.com/planners/fortitude-private-wealth-290074/"},{"crd":323182,"name":"Fortress Capital Advisors","city":"Carmel","state":"IN","fees":{"annual":[7500,15000]},"sourceSentences":{"annual":"Annual Fee Range: $7,500 to $15,000, depending on the complexity of the client’s financial situation."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004981","page":"https://plannerfees.com/planners/fortress-capital-advisors-323182/"},{"crd":142809,"name":"Fortress Estate Solutions, PLLC","city":"Frisco","state":"TX","fees":{"hourly":[475,475],"monthly":[75,75]},"sourceSentences":{"hourly":"Fees for Investment Advisors for planning and consulting is currently $475 per Hour.","monthly":"Unpaid invoices will be charged an additional $75 per month until all outstanding charges are fully collected, along with any other collection costs, including collection agency fees, attorney’s fees and court costs."},"brochureDate":"1/3/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=722132","page":"https://plannerfees.com/planners/fortress-estate-solutions-pllc-142809/"},{"crd":315329,"name":"Fortress Financial Group, LLC","city":"Rochester","state":"MN","fees":{"flat":[1500,20000],"annual":[1500,20000]},"sourceSentences":{"flat":"Project-based financial planning engagements are offered at a fixed engagement fee ranging from $1,500 to $20,000 per engagement.","annual":"Ongoing financial planning engagements are billed a fixed engagement fee of $1,500 to $20,000 annually."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048860","page":"https://plannerfees.com/planners/fortress-financial-group-llc-315329/"},{"crd":340068,"name":"Fortress Financial Management","city":"Shelton","state":"CT","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Financial planning fees are based on an hourly rate of $350."},"brochureDate":"12/19/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999029","page":"https://plannerfees.com/planners/fortress-financial-management-340068/"},{"crd":143969,"name":"Fortress Financial Solutions, LLC","city":"Tucson","state":"AZ","fees":{"hourly":[100,350],"flat":[1200,1200],"annual":[1200,1200]},"sourceSentences":{"hourly":"Rate Fortress Financial Solutions’ Hourly Rate for business and consulting services ranges from $100 to $350 per hour depending on the complexity, difficulty, time, and personnel required to complete said work.","flat":"The minimum fee to create a Focused Financial Plan is $1,200.","annual":"The minimum annual fee for Focused Financial Planning is $1,200."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017479","page":"https://plannerfees.com/planners/fortress-financial-solutions-llc-143969/"},{"crd":126303,"name":"Fortress Investment Advisory, LLC","city":"Clarkesville","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Investment counseling services are available and are billed at $250 per hour."},"brochureDate":"10/5/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=728927","page":"https://plannerfees.com/planners/fortress-investment-advisory-llc-126303/"},{"crd":308968,"name":"Fortress Wealth Group","city":"Winter Park","state":"FL","fees":{"hourly":[500,500],"flat":[5000,50000]},"sourceSentences":{"hourly":"Hourly engagements are billed at a rate of $500 per hour.","flat":"Fixed engagements range from $5,000 to $50,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032877","page":"https://plannerfees.com/planners/fortress-wealth-group-308968/"},{"crd":307618,"name":"Fortress Wealth Planning","city":"Jacksonville Beach","state":"FL","fees":{"flat":[7500,7500]},"sourceSentences":{"flat":"If we do not manage any assets, our fees for Ongoing Financial Planning consists of a fixed flat fee beginning at a minimum of $7,500."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018161","page":"https://plannerfees.com/planners/fortress-wealth-planning-307618/"},{"crd":328536,"name":"Fortrove Partners","city":"New York","state":"NY","fees":{"flat":[4000,30000],"quarterly":[1250,25000]},"sourceSentences":{"flat":"Fixed fee rates range from $4,000 to $30,000.","quarterly":"Our fixed fee is $1,250 to $25,000 per quarter."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057034","page":"https://plannerfees.com/planners/fortrove-partners-328536/"},{"crd":175072,"name":"Fortuna Investors LLC","city":"Jupiter","state":"FL","fees":{"hourly":[400,400],"flat":[5000,5000]},"sourceSentences":{"flat":"The rate for creating client financial plans is $5,000.","hourly":"The hourly fee for these services is $400 ."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017533","page":"https://plannerfees.com/planners/fortuna-investors-llc-175072/"},{"crd":145799,"name":"Fortune Financial Advisors, LLC","city":"Overland Park","state":"KS","fees":{"hourly":[25,500],"flat":[50,5000]},"sourceSentences":{"flat":"Flat fees for financial planning services will typically range from $50.00 to $5,000.00.","hourly":"Fees may also be negotiated on an hourly basis of $25.00 to $500.00 an hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020722","page":"https://plannerfees.com/planners/fortune-financial-advisors-llc-145799/"},{"crd":290770,"name":"Forty North Wealth","city":"Glendale","state":"CO","fees":{"flat":[15000,15000]},"sourceSentences":{"flat":"This arrangement charges a mutually agreed-upon fee for financial planning services, not to exceed $15,000 depending on the scope and complexity of each Client’s individual circumstances."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020440","page":"https://plannerfees.com/planners/forty-north-wealth-290770/"},{"crd":337425,"name":"Forum Private Wealth, LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"For Consulting or separate projects, Forum will bill for such work on 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$5,000."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054842","page":"https://plannerfees.com/planners/forward-financial-llc-316517/"},{"crd":318632,"name":"Forward Financial Planning","city":"Germantown","state":"TN","fees":{"hourly":[250,250],"annual":[8000,10000]},"sourceSentences":{"annual":"Our fixed annual fee ranges from our minimum of $8,000.00 to $10,000.00/year.","hourly":"If the agreement is terminated within 60 days of signing the agreement, fees for time spent on your project up to termination date, calculated at $250 per hour, will be due."},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019086","page":"https://plannerfees.com/planners/forward-financial-planning-318632/"},{"crd":322647,"name":"Forward Financial Planning 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$20,000."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051106","page":"https://plannerfees.com/planners/forward-wealth-339154/"},{"crd":171362,"name":"Forward Wealth Management, LLC","city":"Charlotte","state":"NC","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"The fixed fee can range from $1,000.00 to $5,000.00."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024974","page":"https://plannerfees.com/planners/forward-wealth-management-llc-171362/"},{"crd":146006,"name":"Foss Wealth Management, Inc.","city":"La Grange","state":"NC","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.","hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002645","page":"https://plannerfees.com/planners/foss-wealth-management-inc-146006/"},{"crd":165362,"name":"Foster & Wood, Inc.","city":"Lake Oswego","state":"OR","fees":{"flat":[4000,100000]},"sourceSentences":{"flat":"Fixed fees range from $4,000 to $100,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022728","page":"https://plannerfees.com/planners/foster-wood-inc-165362/"},{"crd":107148,"name":"Foster Group, Inc.","city":"West Des Moines","state":"IA","fees":{"quarterly":[600,600]},"sourceSentences":{"quarterly":"Clients are subject to a minimum quarterly fee of $600."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025669","page":"https://plannerfees.com/planners/foster-group-inc-107148/"},{"crd":338680,"name":"Foster Strategic Wealth Partners, LLC","city":"Rehoboth","state":"MA","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"Project-Based Fees: $500 to $10,000, invoiced to the client, may require an upfront retainer.","hourly":"$300 per hour, invoiced to the client, and are billed after services are provided (or periodically as work is completed), based on the actual time spent."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000371","page":"https://plannerfees.com/planners/foster-strategic-wealth-partners-llc-338680/"},{"crd":142659,"name":"Foundation Capital Management, LLC","city":"East 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from $500 to $5000, based on services provided.","annual":"Hourly fees are billed at a rate $200 to $500 per hour and fixed annual fees range from $500 to $5000, based on services provided."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029801","page":"https://plannerfees.com/planners/foundation-financial-advisors-inc-121604/"},{"crd":168147,"name":"Foundation Financial Inc.","city":"Westport","state":"CT","fees":{"hourly":[125,200],"flat":[1000,4500]},"sourceSentences":{"flat":"FF’s fee for creating client financial plans is between $1,000 and $4,500 based on the complexity and circumstances of the engagement.","hourly":"FF’s fee for consulting services is charged at a rate of between $125 and $200 per hour based on each client’s circumstances."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019633","page":"https://plannerfees.com/planners/foundation-financial-inc-168147/"},{"crd":308115,"name":"Foundation Financial Planning, LLC","city":"Philadelphia","state":"PA","fees":{"hourly":[160,165]},"sourceSentences":{"hourly":"Section 5, Fees & Compensation was updated to reflect current pricing and services (materially, that our baseline hourly rate increased from $160 to $165 per hour for planning work)."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001449","page":"https://plannerfees.com/planners/foundation-financial-planning-llc-308115/"},{"crd":317596,"name":"Foundation Wealth & Tax Advisors, LLC","city":"Annapolis","state":"MD","fees":{"hourly":[250,450]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $250 and $450."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047204","page":"https://plannerfees.com/planners/foundation-wealth-tax-advisors-llc-317596/"},{"crd":168270,"name":"Foundation Wealth Management, LLC","city":"Media","state":"PA","fees":{"annual":[12000,12000]},"sourceSentences":{"annual":"Compensation – Wealth Management Services We generally charge a flat annual fee of $12,000, billed quarterly in advance."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024295","page":"https://plannerfees.com/planners/foundation-wealth-management-llc-168270/"},{"crd":313197,"name":"Foundation Wealth Planning","city":"Salina","state":"KS","fees":{"hourly":[250,250],"flat":[15000,15000]},"sourceSentences":{"flat":"Full Financial Plan Initial Full Financial Plan services are offered on a negotiable fixed fee up to a maximum of $15,000.","hourly":"Consultation Services Hourly Consultation Services are offered based on an hourly fee of $250 per hour with a one hour minimum."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048409","page":"https://plannerfees.com/planners/foundation-wealth-planning-313197/"},{"crd":297840,"name":"Foundational Financial Advisors, LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[150,300],"flat":[750,15000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150-$300 per hour.","flat":"Services are offered based on a flat fee between $750 and $15,000."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000133","page":"https://plannerfees.com/planners/foundational-financial-advisors-llc-297840/"},{"crd":149850,"name":"Foundations Financial Planning, 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services billed in arrears.","flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly (or quarterly), in arrears, at the rate of $400 - $700 per month ($1,200 - $2,100 per quarter).","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly (or quarterly), in arrears, at the rate of $400 - $700 per month ($1,200 - $2,100 per quarter).","quarterly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly (or quarterly), in arrears, at the rate of $400 - $700 per month ($1,200 - $2,100 per quarter)."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000482","page":"https://plannerfees.com/planners/foundations-financial-planning-llc-289944/"},{"crd":175083,"name":"Foundations Investment Advisors LLC","city":"Phoenix","state":"AZ","fees":{"hourly":[100,500],"flat":[100,5000]},"sourceSentences":{"hourly":"Hourly fees range from $100-$500 per hour.","flat":"Fixed fees typically range from $100 - $5,000 depending on the type of service, complexity and duration of the service provided."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058884","page":"https://plannerfees.com/planners/foundations-investment-advisors-llc-175083/"},{"crd":339296,"name":"Founder360° Family Office","city":"Mequon","state":"WI","fees":{"hourly":[250,250],"monthly":[50,50],"annual":[10000,10000]},"sourceSentences":{"annual":"If the AUM-based fee calculation results in a fee that is less than $10,000 per year, the annual advisory fee will be $10,000.","monthly":"Clients may elect enhanced data frequency (monthly versus quarterly data synchronization from connected systems) for an additional $50 per month.","hourly":"Service Fee Automated Planning-Only Estimates No additional charge (included) Detailed Valuation Analysis $1,000 per engagement (one per year included for Business Advisory and Family Office Clients) Formal Valuation Referral Coordination $250 per hour Billing Base — Held-Away Assets Founder360° may include…"},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044306","page":"https://plannerfees.com/planners/founder360-family-office-339296/"},{"crd":173011,"name":"Founders Financial Alliance, LLC","city":"Raleigh","state":"NC","fees":{"hourly":[200,500],"flat":[200,15000],"annual":[2000,5000]},"sourceSentences":{"annual":"The minimum flat fee range is generally between $2,000 and $5,000 annually depending on the size, complexity and services offered.","flat":"Fixed fees generally range from $200 to $15,000 and the hourly fee generally ranges from $200 to $500.","hourly":"Fixed fees generally range from $200 to $15,000 and the hourly fee generally ranges from $200 to $500."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016894","page":"https://plannerfees.com/planners/founders-financial-alliance-llc-173011/"},{"crd":300122,"name":"Foundry Financial LLC","city":"Pasadena","state":"CA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"In the event of termination of the advisory agreement, pro rata fees earned through the effective date of the termination will be billed to the client.​ ​ Financial Planning Fees​ In consideration of its one-time financial planning services, Adviser generally charges a flat fee that ranges from $1,000 to $10,000…"},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059414","page":"https://plannerfees.com/planners/foundry-financial-llc-300122/"},{"crd":300794,"name":"Foundry Wealth Advisors, LLC","city":"Baltimore","state":"MD","fees":{"hourly":[250,250],"flat":[2000,10000]},"sourceSentences":{"flat":"The financial planning fee is charged on a fixed fee (which generally ranges from $2,000 to $10,000 or more) or an hourly basis (charged at the rate of $250 per hour).","hourly":"The financial planning fee is charged on a fixed fee (which generally ranges from $2,000 to $10,000 or more) or an hourly basis (charged at the rate of $250 per hour)."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055554","page":"https://plannerfees.com/planners/foundry-wealth-advisors-llc-300794/"},{"crd":340539,"name":"Foundry Wealth Group","city":"Minneapolis","state":"MN","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"The Adviser offers three financial-planning fee types under the Financial Planning Agreement, all of which are negotiable on the same basis as the Investment Advisory Contract schedules above: — Hourly Fees. $100–$500 per hour, typical $400 per hour."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049083","page":"https://plannerfees.com/planners/foundry-wealth-group-340539/"},{"crd":123364,"name":"Fountain Financial Group, Inc.","city":"Fountain Hills","state":"AZ","fees":{"hourly":[150,300],"flat":[500,2000]},"sourceSentences":{"flat":"One Time FFG offers consulting services to individuals for either a negotiable flat fee of $500 - $2,000 or at an hourly rate of $150 - $300 based on the complexity of the case for the consultation.","hourly":"One Time FFG offers consulting services to individuals for either a negotiable flat fee of $500 - $2,000 or at an hourly rate of $150 - $300 based on the complexity of the case for the consultation."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044311","page":"https://plannerfees.com/planners/fountain-financial-group-inc-123364/"},{"crd":287468,"name":"Four Corners Financial","city":"Melville","state":"NY","fees":{"annual":[2500,10000]},"sourceSentences":{"annual":"Four Corners Financial also offers ongoing financial planning services for an annual fee ranging from $2,500 to $10,000."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007379","page":"https://plannerfees.com/planners/four-corners-financial-287468/"},{"crd":313573,"name":"Fourpath Capital Management, LLC","city":"Oklahoma City","state":"OK","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006844","page":"https://plannerfees.com/planners/fourpath-capital-management-llc-313573/"},{"crd":169613,"name":"Fourstar Wealth Advisors, LLC","city":"Chicago","state":"IL","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"Fees may also be charged based on hourly rates, which vary from $200 to $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035002","page":"https://plannerfees.com/planners/fourstar-wealth-advisors-llc-169613/"},{"crd":306703,"name":"Fourth Dimension Wealth, LLC","city":"Middleburg Heights","state":"OH","fees":{"hourly":[200,200],"flat":[2500,5000]},"sourceSentences":{"flat":"Fees for a personal financial plan are usually in the range of $2,500 - $5,000 and average approximately $4,000 but may be higher or lower depending on the complexity of the analysis and recommendations required or requested by the client.","hourly":"If the client decides to cancel the preparation of their personal financial plan prior to its completion, then the fee for Personal Financial Planning Services will be calculated on an \"hours actually worked\" basis using a fee rate of $200 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034881","page":"https://plannerfees.com/planners/fourth-dimension-wealth-llc-306703/"},{"crd":307395,"name":"Fourth Quarter Retirement Strategies, LLC","city":"Hopkinton","state":"MA","fees":{"flat":[1600,1600],"monthly":[200,200]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning 6 Ongoing Financial Planning consists of an upfront charge of $1600 and an ongoing fee that is paid monthly, in advance, at the rate of $200 per month.","monthly":"Ongoing Comprehensive Financial Planning 6 Ongoing Financial Planning consists of an upfront charge of $1600 and an ongoing fee that is paid monthly, in advance, at the rate of $200 per month."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000363","page":"https://plannerfees.com/planners/fourth-quarter-retirement-strategies-llc-307395/"},{"crd":136436,"name":"Fourthpoint Advisors","city":"Wellesley","state":"MA","fees":{"hourly":[200,200],"flat":[2000,2000]},"sourceSentences":{"flat":"PORTFOLIO MANAGEMENT/ INVESTMENT ADVISORY SERVICES New advisory Clients are charged an initial Fixed Fee of $2,000 to cover the costs related to fact-finding, reviews of client documents, initial portfolio construction and/ or selection of Independent Managers, establishing proper records, due diligence steps, and…","hourly":"Clients can request a Financial Plan at any time during our relationship, via the bundled fee as listed below, or via an hourly fee metric at the rate of $200/hour (divided into quarters)."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034204","page":"https://plannerfees.com/planners/fourthpoint-advisors-136436/"},{"crd":334837,"name":"Fourthrock Financial Corporation","city":"Boise","state":"ID","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Compensation- Fourthrock Financial Corporation utilizes a simple flat rate hourly charge of $300usd/ per hour."},"brochureDate":"3/10/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=950161","page":"https://plannerfees.com/planners/fourthrock-financial-corporation-334837/"},{"crd":342018,"name":"Fourzan Financial LLC","city":"Chula Vista","state":"CA","fees":{"hourly":[200,2000],"flat":[500,500]},"sourceSentences":{"hourly":"Service Type Fee Standalone Financial Plan (Fixed Fee) $600 – $2,000 Hourly Consultations / Project Work $200 per hour Integrated with Portfolio Management No separate fee The applicable fee structure and total estimated cost will be disclosed to the client in writing before work begins.","flat":"Any upfront deposit collected at the commencement of a financial planning engagement shall not exceed $500."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054718","page":"https://plannerfees.com/planners/fourzan-financial-llc-342018/"},{"crd":321881,"name":"Fox Hill Wealth Management","city":"Dedham","state":"MA","fees":{"flat":[500,7500]},"sourceSentences":{"flat":"We charge a fixed fee of $500 - $7,500 for the development of a Financial Plan."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034108","page":"https://plannerfees.com/planners/fox-hill-wealth-management-321881/"},{"crd":334972,"name":"Fox Meadow Financial 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hour."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053373","page":"https://plannerfees.com/planners/foxgrover-investment-partners-339517/"},{"crd":339940,"name":"Foxholm Financial","city":"Atlanta","state":"GA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"All services are billed in 15-minute increments at a rate of $300 per hour."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057060","page":"https://plannerfees.com/planners/foxholm-financial-339940/"},{"crd":310637,"name":"Foxman Asset Advisors Inc.","city":"Rockville","state":"MD","fees":{"hourly":[220,220],"flat":[1500,10000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $1,500 and $10,000.","hourly":"The negotiated hourly fee for these services is $220. 5 Clients may terminate the agreement without penalty, for full refund of Foxman Asset Advisors’ fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056567","page":"https://plannerfees.com/planners/foxman-asset-advisors-inc-310637/"},{"crd":336720,"name":"Foxtrot Investments Group LLC","city":"Denver","state":"CO","fees":{"quarterly":[300,300],"annual":[1200,1200]},"sourceSentences":{"quarterly":"The negotiated fixed rate is $300 per quarter ($1,200 annually.","annual":"The negotiated fixed rate is $300 per quarter ($1,200 annually."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057138","page":"https://plannerfees.com/planners/foxtrot-investments-group-llc-336720/"},{"crd":336265,"name":"FP 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Asset Management services, we charge an annual fee that ranges between $5,000 and $15,000.","hourly":"Additionally, our financial planning and consulting service rate is $250 per hour."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002120","page":"https://plannerfees.com/planners/fpl-capital-management-llc-117499/"},{"crd":332831,"name":"Fpnavigators","city":"Maple Grove","state":"MN","fees":{"flat":[3000,15000],"monthly":[150,1000]},"sourceSentences":{"flat":"Ongoing Financial Planning consists of an upfront charge ranging between $3,000 and $15,000, and an ongoing fee that ‘is paid monthly, in advance at the rate ranging between $150-$1,000 per month.","monthly":"Ongoing Financial Planning consists of an upfront charge ranging between $3,000 and $15,000, and an ongoing fee that ‘is paid monthly, in advance at the rate ranging between $150-$1,000 per month."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004187","page":"https://plannerfees.com/planners/fpnavigators-332831/"},{"crd":331752,"name":"FPR Investments LLC","city":"North Myrtle Beach","state":"SC","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"FPR charges a fixed fee for financial planning services between $500 and $5,000 dependent upon the complexity of the Client’s specific situation."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019132","page":"https://plannerfees.com/planners/fpr-investments-llc-331752/"},{"crd":135980,"name":"FR Financial Advisors LLC","city":"Coral Springs","state":"FL","fees":{"hourly":[150,250],"flat":[1200,5000]},"sourceSentences":{"hourly":"On an hourly basis of $150 - $250 per hour depending on the nature and complexity of each client’s circumstances. 2.","flat":"As a fixed fee, typically ranging from $1,200 to $5,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024579","page":"https://plannerfees.com/planners/fr-financial-advisors-llc-135980/"},{"crd":284020,"name":"Fra Wealth Management LLC","city":"O'fallon","state":"IL","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"The maximum fixed planning fee is $10,000."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051184","page":"https://plannerfees.com/planners/fra-wealth-management-llc-284020/"},{"crd":123255,"name":"Fragasso Financial Advisors","city":"Sewickley","state":"PA","fees":{"flat":[50000,50000]},"sourceSentences":{"flat":"Annual Flat Fee Annual Fee Based on a Percentage of Plan Assets Annual Tiered Fee Based on Percentage of Plan Assets One-Time Flat Rate Fee for Project Specific Work The typical maximum flat rate fee per year is $50,000 per plan."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051081","page":"https://plannerfees.com/planners/fragasso-financial-advisors-123255/"},{"crd":335385,"name":"Framework Wealth","city":"Bronx","state":"NY","fees":{"hourly":[500,500],"flat":[500,10000],"monthly":[1000,20000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $10,000.","hourly":"Our hourly rate is $500.","monthly":"Monthly fee rates range between $1,000 to $20,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037643","page":"https://plannerfees.com/planners/framework-wealth-335385/"},{"crd":128067,"name":"Francis Financial","city":"New York","state":"NY","fees":{"hourly":[400,400],"flat":[10000,10000],"annual":[3000,3000]},"sourceSentences":{"annual":"The fee for this service is a minimum of $3,000 per annum.","flat":"DIVORCE FINANCIAL PLANNING FEES (“DFP”) For clients that engage us for divorce financial planning, our DFP services will be covered by a fee of $10,000 for up to an aggregate total of 30 hours of DFP Services performed by all Francis Financial personnel collectively.","hourly":"In the event Francis Financial renders any DFP Services to you in excess of the Flat Fee DFP Services (i.e., in excess of an aggregate total of 30 hours), the cost will be $400 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016710","page":"https://plannerfees.com/planners/francis-financial-128067/"},{"crd":137587,"name":"Franco Financial Advisors, Inc.","city":"New York","state":"NY","fees":{"hourly":[125,495]},"sourceSentences":{"hourly":"Financial Consulting Services FFA offers financial consulting services on an hourly basis at a rate ranging from $495 to $125 per hour, depending on the services to be provided and the individual conducting the work."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009824","page":"https://plannerfees.com/planners/franco-financial-advisors-inc-137587/"},{"crd":147537,"name":"Frank Financial Advisors","city":"Carlsbad","state":"CA","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $1,000 to $10,000 depending on the nature and complexity of each client’s circumstances, or","hourly":"On an hourly basis of $250 per hour."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009166","page":"https://plannerfees.com/planners/frank-financial-advisors-147537/"},{"crd":124147,"name":"Frank, Rimerman Advisors LLC","city":"Palo Alto","state":"CA","fees":{"flat":[360,825]},"sourceSentences":{"flat":"For clients who engage us on an hourly basis, including financial planning clients, our billing rates range from $360 to $825."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030313","page":"https://plannerfees.com/planners/frank-rimerman-advisors-llc-124147/"},{"crd":341347,"name":"Franklin Advisors Corp","city":"Henderson","state":"NV","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"$500 per hour Financial planning fees are due upon completion of the engagement, or as otherwise agreed in writing in the client’s advisory agreement."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042506","page":"https://plannerfees.com/planners/franklin-advisors-corp-341347/"},{"crd":306838,"name":"Franklin Madison Private Wealth","city":"Pittsburgh","state":"PA","fees":{"monthly":[250,2000],"annual":[3000,20000]},"sourceSentences":{"monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee that is paid in advance, at the rate of $250 - $2,000 per month based on complexity and needs of the client.","annual":"We have a minimum annual fee ranging from $3,000 to $20,000, based on client complexity."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028129","page":"https://plannerfees.com/planners/franklin-madison-private-wealth-306838/"},{"crd":321943,"name":"Franson Financial LLC","city":"Hayward","state":"WI","fees":{"quarterly":[2000,2000]},"sourceSentences":{"quarterly":"All fees are negotiable. 9 Retirement Plan Advisory Fee (for held-away assets) The fee for the Retirement Plan Advisory service is $2,000 per quarter."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042347","page":"https://plannerfees.com/planners/franson-financial-llc-321943/"},{"crd":147883,"name":"Frasca & Associates LLC","city":"New York","state":"NY","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"Hourly rates may be a blended rate for all professionals or can be based upon the individual professional level providing the service and generally range from $200 to $400 per hour."},"brochureDate":"1/15/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=871291","page":"https://plannerfees.com/planners/frasca-associates-llc-147883/"},{"crd":112897,"name":"Frazier Financial Consultants, LLC","city":"Chapel Hill","state":"NC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"FFC charges an hourly rate of $300/hour, billed in fifteen-minute increments."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006510","page":"https://plannerfees.com/planners/frazier-financial-consultants-llc-112897/"},{"crd":312434,"name":"Frazier Wealth Management","city":"Tannersville","state":"PA","fees":{"hourly":[300,300],"flat":[1500,1500]},"sourceSentences":{"hourly":"Clients purchasing Financial Planning Services alone will be charged on an hourly basis of $300/hour with a minimum financial planning fee of $1,500, which includes up to 5 hours of professional time.","flat":"Clients purchasing Financial Planning Services alone will be charged on an hourly basis of $300/hour with a minimum financial planning fee of $1,500, which includes up to 5 hours of professional time."},"brochureDate":"6/1/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=716033","page":"https://plannerfees.com/planners/frazier-wealth-management-312434/"},{"crd":118741,"name":"Fred Miller & Assoc.","city":"Baton Rouge","state":"LA","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"However, if the client requests extensive estate and financial planning a $75.00 per hour fee will be offered."},"brochureDate":"3/25/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=960036","page":"https://plannerfees.com/planners/fred-miller-assoc-118741/"},{"crd":138204,"name":"Frederick, Mark D.","city":"Roseville","state":"CA","fees":{"hourly":[300,300],"flat":[750,15000]},"sourceSentences":{"hourly":"Our hourly fee is $300.","flat":"Flat fees generally range from $750 to $15,000."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014582","page":"https://plannerfees.com/planners/frederick-mark-d-138204/"},{"crd":330089,"name":"Free State Financial Planning, LLC","city":"Clarksville","state":"MD","fees":{"hourly":[400,400],"flat":[6000,6000],"annual":[3500,3500]},"sourceSentences":{"flat":"The fee for development of a comprehensive financial plan is $6,000.","annual":"The Annual Financial Planning fee is $3,500/year.","hourly":"The fee for Hourly Financial Planning is $400/hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036710","page":"https://plannerfees.com/planners/free-state-financial-planning-llc-330089/"},{"crd":116295,"name":"Freedom Financial Advisors, LLC","city":"Independence","state":"MO","fees":{"hourly":[200,200],"flat":[1000,3000]},"sourceSentences":{"flat":"In most cases, the advisor charges a flat fee ranging between $1,000 and $3,000.","hourly":"In such cases, the standard hourly fee is $200 per hour for advisory services and $100 per hour for report generation and other clerical services."},"brochureDate":"1/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003795","page":"https://plannerfees.com/planners/freedom-financial-advisors-llc-116295/"},{"crd":321101,"name":"Freedom Financial Advisors, LLC","city":"South 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$300."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047260","page":"https://plannerfees.com/planners/freedom-financial-consulting-340490/"},{"crd":315316,"name":"Freedom Financial Management, Inc","city":"Saint Cloud","state":"FL","fees":{"hourly":[75,500],"annual":[500,20000]},"sourceSentences":{"annual":"Full Retainer fees range between $500 to $20,000.","hourly":"FFM may negotiate an hourly fee of $75 - $500 per hour for specific project requests."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=861197","page":"https://plannerfees.com/planners/freedom-financial-management-inc-315316/"},{"crd":327560,"name":"Freedom Financial Partners LLC","city":"Oakdale","state":"MN","fees":{"flat":[1000,100000]},"sourceSentences":{"flat":"The fixed fee can range between $1,000.00 and $100,000.00, depending on the client’s assets and complexities of investment strategy."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007842","page":"https://plannerfees.com/planners/freedom-financial-partners-llc-327560/"},{"crd":324178,"name":"Freedom Wealth Coaching, LLC","city":"Woodstock","state":"GA","fees":{"hourly":[100,300],"flat":[1500,5000]},"sourceSentences":{"flat":"Clients are typically charged a fixed fee ranging from $1500 - $5000 or may be charged on an hourly basis generally at $100 - $300 per hour depending on the type and complexity of financial planning services to be provided.","hourly":"Clients are typically charged a fixed fee ranging from $1500 - $5000 or may be charged on an hourly basis generally at $100 - $300 per hour depending on the type and complexity of financial planning services to be provided."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039894","page":"https://plannerfees.com/planners/freedom-wealth-coaching-llc-324178/"},{"crd":327815,"name":"Freeman & Freeman Private Wealth Management LLC","city":"Montgomery","state":"TX","fees":{"hourly":[500,1000]},"sourceSentences":{"hourly":"The minimum hourly fee is generally $500 per hour and the maximum hourly fee is generally $1,000 per hour."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009596","page":"https://plannerfees.com/planners/freeman-freeman-private-wealth-management-llc-327815/"},{"crd":333431,"name":"Freeman Wealth Management","city":"Dallas","state":"TX","fees":{"flat":[30000,30000]},"sourceSentences":{"flat":"Fixed fee rates will not exceed a maximum fee of $30,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031117","page":"https://plannerfees.com/planners/freeman-wealth-management-333431/"},{"crd":286173,"name":"Freewood Private Wealth Management, LLC","city":"Powell","state":"OH","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"FreeWood offers financial planning services on an hourly basis ranging from $150 to $300 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014036","page":"https://plannerfees.com/planners/freewood-private-wealth-management-llc-286173/"},{"crd":316328,"name":"Fresh Forward","city":"Phoenix","state":"AZ","fees":{"hourly":[165,165],"annual":[2500,2500]},"sourceSentences":{"annual":"The firm assesses a minimum annual fee of $2500.","hourly":"Fees are paid in arrears, and are based on our hourly rate of $165."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039986","page":"https://plannerfees.com/planners/fresh-forward-316328/"},{"crd":298471,"name":"From Planning To Living LLC","city":"Reseda","state":"CA","fees":{"flat":[6000,12000],"annual":[6000,12000]},"sourceSentences":{"annual":"Ongoing Financial Planning Ongoing Financial Planning consists of an annual fixed fee ranging from $6,000 to $12,000.","flat":"The fixed fee can range between $6,000 and $12,000, depending on complexity and the needs of the client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038936","page":"https://plannerfees.com/planners/from-planning-to-living-llc-298471/"},{"crd":311329,"name":"Front Porch Financial Advisory","city":"Charlotte","state":"NC","fees":{"hourly":[150,400],"flat":[2500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $10,000.","hourly":"The negotiated hourly fee for planning services is between $150 and $400."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999919","page":"https://plannerfees.com/planners/front-porch-financial-advisory-311329/"},{"crd":314908,"name":"Front Street Financial","city":"Lahaina","state":"HI","fees":{"hourly":[375,375],"monthly":[400,1000]},"sourceSentences":{"monthly":"Fees are paid monthly in advance, ranging from $400 to $1,000 per month, depending on complexity, estimated time, research, and resources required to provide services.","hourly":"We offer financial planning services at the rate of $375 per 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Financial Planning Fee and Billing Baseline Financial Planning fees range between $4000-$10,000, depending on the complexity of the Client’s financial and tax situation.","hourly":"The refund or additional amount due will be calculated based on an hourly rate of $350/hour. 9 FFP uses an hourly rate only in order to calculate fees earned from Clients as part of the Baseline Financial Planning service, in the event the client engagement ends before delivery of the plan."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006734","page":"https://plannerfees.com/planners/frontier-financial-planning-291824/"},{"crd":340468,"name":"Frontline Wealth Management","city":"Denton","state":"TX","fees":{"hourly":[350,350],"flat":[1000,1000],"quarterly":[100,1000]},"sourceSentences":{"flat":"Ongoing Financial Planning 8 FWM collects an initial fee, no greater than $1,000.","quarterly":"Fees are paid quarterly in arrears, ranging from $100 to $1,000 per quarter.","hourly":"Depending on the level of service provided up to the date of termination, refunds will be calculated as described below: ●​ In the event of termination prior to delivery of the comprehensive financial plan, the Client will be responsible for fees earned by FWM, based on our hourly rate of $350, up to the date of…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035677","page":"https://plannerfees.com/planners/frontline-wealth-management-340468/"},{"crd":325004,"name":"Fruit of the Vine Financial, LLC","city":"New Braunfels","state":"TX","fees":{"hourly":[300,300],"flat":[6000,6000]},"sourceSentences":{"flat":"Comprehensive Financial Planning For the initial construction of the comprehensive financial plan, FOTVF collects a total fee of no greater than $6,000.","hourly":"We charge an hourly fee of $300 for Project-Based Financial Planning."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020830","page":"https://plannerfees.com/planners/fruit-of-the-vine-financial-llc-325004/"},{"crd":283352,"name":"Fruitage Financial LLC","city":"Fort Collins","state":"CO","fees":{"hourly":[300,300],"quarterly":[500,5000]},"sourceSentences":{"hourly":"The hourly fee for financial planning is currently $300 per hour.","quarterly":"Subscription fees for ongoing financial planning services are typically between $500 - $5,000 per quarter charged in advance, but never more than six months in advance.."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022920","page":"https://plannerfees.com/planners/fruitage-financial-llc-283352/"},{"crd":315944,"name":"Fryar Financial","city":"Durham","state":"NC","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Rate Annual Fixed Rate $150 per hour $500 to $3,000 The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014867","page":"https://plannerfees.com/planners/fryar-financial-315944/"},{"crd":299823,"name":"FS Financial Advisors, LLC","city":"Dallas","state":"TX","fees":{"hourly":[250,500],"quarterly":[300,500],"annual":[1500,10000]},"sourceSentences":{"hourly":"Our hourly fees range between $250 to $500 based upon the experience of the IAR.","quarterly":"Our quarterly fees range between $300 - $500 per quarter.","annual":"Our flat fee ranges between $1,500 to $10,000 annually."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013680","page":"https://plannerfees.com/planners/fs-financial-advisors-llc-299823/"},{"crd":104513,"name":"Fsa Wealth Partners","city":"Rockville","state":"MD","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"We require a minimum annual fee of $5,000 ($1,250 billed quarterly) on accounts where the portfolio value is less than $400,000."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042919","page":"https://plannerfees.com/planners/fsa-wealth-partners-104513/"},{"crd":173892,"name":"FSC Advisors LLC","city":"North Canton","state":"OH","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Fees for financial planning services are charged on an hourly rate of $125."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008621","page":"https://plannerfees.com/planners/fsc-advisors-llc-173892/"},{"crd":154382,"name":"FSC Wealth Advisors, LLC","city":"Fishkill","state":"NY","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Our maximum hourly rate is $275.00 per hour depending on the complexity of the issue being addressed."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031726","page":"https://plannerfees.com/planners/fsc-wealth-advisors-llc-154382/"},{"crd":336409,"name":"Fso Wealth","city":"Dallas","state":"TX","fees":{"hourly":[1000,1000],"flat":[2400,5000],"annual":[0,20000]},"sourceSentences":{"annual":"Advisory Services Ongoing Financial Planning Ongoing Financial Planning is offered for a fixed annual fee ranging from $0 to $20,000, plus a possible one-time onboarding fee of $0 to $5,000.","flat":"Comprehensive Financial Planning Comprehensive Financial Planning is offered on a fixed-fee basis, generally ranging from $2,400 to $5,000 per engagement.","hourly":"Consultations Hourly Consultations are offered at a rate of $1,000 per hour."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045348","page":"https://plannerfees.com/planners/fso-wealth-336409/"},{"crd":158094,"name":"FTN Capital Management","city":"Littleton","state":"CO","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $350."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032140","page":"https://plannerfees.com/planners/ftn-capital-management-158094/"},{"crd":149172,"name":"Fuerst Financial Group, Inc.","city":"Chattanooga","state":"TN","fees":{"hourly":[250,250],"flat":[500,25000]},"sourceSentences":{"hourly":"If you terminate the agreement prior to completion of the plan, any prepaid, unearned fees will be refunded promptly based on an hourly fee of $250.00, and any earned, unpaid fees will be due and payable.","flat":"Flat fees for planning services will typically range from $500.00 to $25,000.00."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045296","page":"https://plannerfees.com/planners/fuerst-financial-group-inc-149172/"},{"crd":145322,"name":"Fulcrum Capital, LLC","city":"Seattle","state":"WA","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"Notwithstanding the schedule above, we assess a minimum annual fee of $20,000 per billing relationship, not additive to the standard tiered fee schedule in the IAA."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025859","page":"https://plannerfees.com/planners/fulcrum-capital-llc-145322/"},{"crd":169277,"name":"Fulcrum Wealth Advisors, LLC","city":"Bellevue","state":"WA","fees":{"hourly":[350,350],"monthly":[20,20]},"sourceSentences":{"hourly":"Except as noted, Fees for Financial Planning & Consulting are based upon the amount of time it takes to complete your plan or provide the consulting services at an hourly rate of $350 per hour.","monthly":"We provide ERISA Consulting Services for $20 per month (no hourly fee)."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053371","page":"https://plannerfees.com/planners/fulcrum-wealth-advisors-llc-169277/"},{"crd":330572,"name":"Full Bloom Financial","city":"Northville","state":"MI","fees":{"annual":[4000,8000]},"sourceSentences":{"annual":"The annual fee for Wealth Management Services is $4,000 - $8,000, paid monthly or quarterly in advance as outlined in the Advisory Contract."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019348","page":"https://plannerfees.com/planners/full-bloom-financial-330572/"},{"crd":307829,"name":"Full Body Finance","city":"Boulder","state":"CO","fees":{"monthly":[199,499]},"sourceSentences":{"monthly":"Membership platforms, if offered, may range from $199 to $499 per month. ● Travel Expenses:"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037583","page":"https://plannerfees.com/planners/full-body-finance-307829/"},{"crd":327297,"name":"Full Circle Financial 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service(s) required."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026660","page":"https://plannerfees.com/planners/full-court-strategic-wealth-llc-309257/"},{"crd":332780,"name":"Full Focus Capital Management","city":"Las Vegas","state":"NV","fees":{"hourly":[200,200],"annual":[500,500]},"sourceSentences":{"annual":"Clients may engage the Firm for financial planning services on a flat-fee basis, subject to a minimum of $500 annually.","hourly":"Advisory consultations may also be provided on an hourly basis, at $200 per hour, subject to a one-hour minimum."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052836","page":"https://plannerfees.com/planners/full-focus-capital-management-332780/"},{"crd":309835,"name":"Full Life Financial Planning","city":"Pembroke","state":"MA","fees":{"flat":[500,5000],"quarterly":[500,5000]},"sourceSentences":{"quarterly":"The quarterly fee ranges from $500 to $5,000.","flat":"Fixed fee rates range between $500 and $5,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026585","page":"https://plannerfees.com/planners/full-life-financial-planning-309835/"},{"crd":337622,"name":"Fulla Financial Planning","city":"Lyme","state":"NH","fees":{"hourly":[300,300],"flat":[600,12000]},"sourceSentences":{"flat":"Fixed fee rates range between $600 to $12,000.","hourly":"Our hourly rate is $300."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018826","page":"https://plannerfees.com/planners/fulla-financial-planning-337622/"},{"crd":158891,"name":"Fuller Wealth Advisors","city":"Richmond","state":"VA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly charges for certain services set forth in the client’s written agreement may be charged as an hourly fee of $300."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029870","page":"https://plannerfees.com/planners/fuller-wealth-advisors-158891/"},{"crd":325399,"name":"Fullguards Financial","city":"Santa Cruz","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"A $250 hourly rate may be used for long-term clients with a relationship exceeding five years."},"brochureDate":"9/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057695","page":"https://plannerfees.com/planners/fullguards-financial-325399/"},{"crd":130764,"name":"Fullington & Associates, LLC","city":"Lake Charles","state":"LA","fees":{"flat":[450,450]},"sourceSentences":{"flat":"Financial planning services are generally provided for a flat fee of $450, unless otherwise agreed based on the scope and complexity of the engagement."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030196","page":"https://plannerfees.com/planners/fullington-associates-llc-130764/"},{"crd":166026,"name":"Fusion Financial","city":"Laguna Hills","state":"CA","fees":{"hourly":[400,400],"flat":[2000,100000]},"sourceSentences":{"flat":"Comprehensive Financial Plan Annual Financial Plan Review Separate Financial Planning Consultations Fee Type & Amount $5,000 -$ 100,000 fixed fee $2,000 fixed fee $400 hourly fee Form ADV Part 2:","hourly":"Comprehensive Financial Plan Annual Financial Plan Review Separate Financial Planning Consultations Fee Type & Amount $5,000 -$ 100,000 fixed fee $2,000 fixed fee $400 hourly fee Form ADV Part 2:"},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000065","page":"https://plannerfees.com/planners/fusion-financial-166026/"},{"crd":291484,"name":"Future Financial Wealth Management Group, LLC","city":"Cincinnati","state":"OH","fees":{"hourly":[200,200],"flat":[1,25000]},"sourceSentences":{"flat":"The fixed fee can range between $1.00 and $25,000.00.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $200.00 per hour."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051750","page":"https://plannerfees.com/planners/future-financial-wealth-management-group-llc-291484/"},{"crd":336296,"name":"Future Path Financial Planning","city":"Niceville","state":"FL","fees":{"flat":[1000,30000],"monthly":[200,2500]},"sourceSentences":{"flat":"- Personal Financial Planning: $1,000 to $15,000 - Business Financial Planning: $4,800 to $30,000 Ongoing Financial Planning The Active Financial Planning Program fee is structured in two phases:","monthly":"Following the initial twelve-month period, clients pay a monthly planning retainer ranging from $200 to $2,500 per month on a month-to-month basis, billed in advance on a rolling 30-day cycle."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046928","page":"https://plannerfees.com/planners/future-path-financial-planning-336296/"},{"crd":343853,"name":"Future Proof Consulting Group LLC","city":"White Plains","state":"NY","fees":{"hourly":[150,150],"flat":[1500,1500],"monthly":[99,349],"annual":[1188,4188]},"sourceSentences":{"hourly":"Service Fee Basis Future Proof QuickStart Hourly Future Proof Blueprint Fee $150 per hour Fixed project Starting at $1,500.","flat":"Service Fee Basis Future Proof QuickStart Hourly Future Proof Blueprint Fee $150 per hour Fixed project Starting at $1,500.","monthly":"Future Proof Advantage Fixed Essential monthly fee $99 per month ($1,188 annually) Future Proof Advantage Fixed Growth monthly fee $199 per month ($2,388 annually) Service Fee Basis Future Proof Advantage Fixed Premier monthly fee Fee $349 per month ($4,188 annually) No fee charged by the Firm is based on assets…","annual":"Future Proof Advantage Fixed Essential monthly fee $99 per month ($1,188 annually) Future Proof Advantage Fixed Growth monthly fee $199 per month ($2,388 annually) Service Fee Basis Future Proof Advantage Fixed Premier monthly fee Fee $349 per month ($4,188 annually) No fee charged by the Firm is based on assets…"},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053299","page":"https://plannerfees.com/planners/future-proof-consulting-group-llc-343853/"},{"crd":329049,"name":"Future Wallet","city":"Walnut Creek","state":"CA","fees":{"hourly":[300,300],"flat":[2500,15000]},"sourceSentences":{"flat":"We charge an annual fee of $2,500 to $15,000 for Ongoing Financial Planning.","hourly":"Our hourly rate is $300."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027995","page":"https://plannerfees.com/planners/future-wallet-329049/"},{"crd":168903,"name":"Fwi Wealth Management LLC","city":"Sandy Springs","state":"GA","fees":{"flat":[3850,3850]},"sourceSentences":{"flat":"Initial Planning Fee $3,850 charged upon engagement to build the initial financial plan. b."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024535","page":"https://plannerfees.com/planners/fwi-wealth-management-llc-168903/"},{"crd":322852,"name":"FWJ Planning LLC","city":"Apex","state":"NC","fees":{"hourly":[250,250],"flat":[4000,6000],"monthly":[100,175]},"sourceSentences":{"flat":"The fee for development of a comprehensive financial plan will range from $4000 to $6000, negotiable, depending on complexity of the Client’s financial situation.","monthly":"Monthly Fee – billed in advance $175 $125 $100 Check-Ins are only available to clients with a One-Time Comprehensive Plan Check-in fees are billed in advance of the preferred periodic interval.","hourly":"Financial Planning engagements are offered at an hourly rate of $250.00 with a 3-hour minimum for a fixed-scope engagement."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004150","page":"https://plannerfees.com/planners/fwj-planning-llc-322852/"},{"crd":339804,"name":"FWM Partners","city":"Bellville","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044377","page":"https://plannerfees.com/planners/fwm-partners-339804/"},{"crd":315100,"name":"Fyra Capital Management","city":"St. Charles","state":"MO","fees":{"hourly":[250,250],"flat":[500,10000],"annual":[500,25000]},"sourceSentences":{"annual":"Fixed Fees range from $500-$25,000 annually.","flat":"Financial Planning fees are fixed fees only and range from $500 to $10,000.","hourly":"The hourly rate used for this purpose is $250/hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013895","page":"https://plannerfees.com/planners/fyra-capital-management-315100/"},{"crd":309375,"name":"Fyvie Financial LLC","city":"Omaha","state":"NE","fees":{"hourly":[249,249],"flat":[2750,2750]},"sourceSentences":{"flat":"- a comprehensive financial planning report, our minimum fee is $2,750 for an individual and $4,000 for families.","hourly":"We will not accept cash payments via any other method. 12 2 - Ongoing Financial Planning Financial Planning report clients can access hourly consulting services at a reduced rate of $249 per hour for a minimum of 2 hours."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037878","page":"https://plannerfees.com/planners/fyvie-financial-llc-309375/"},{"crd":152968,"name":"G-Squared Advisory LLC","city":"Mamaroneck","state":"NY","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Fees for financial planning and investment advisory services are $400 per hour."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001478","page":"https://plannerfees.com/planners/g-squared-advisory-llc-152968/"},{"crd":117731,"name":"G, G, & M Financial Goals","city":"Alexandria","state":"VA","fees":{"hourly":[300,300],"flat":[1500,10000]},"sourceSentences":{"hourly":"Planning fees are $300 on an hourly rate, minimum of two hours.","flat":"Our consulting fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis and/or $300 on an hourly rate basis, depending upon the level and scope of the services."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015721","page":"https://plannerfees.com/planners/g-g-m-financial-goals-117731/"},{"crd":118511,"name":"G. Dewayne Mcanally","city":"Oklahoma City","state":"OK","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"The fee is negotiable and will not exceed $2500 for any individual plan."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024984","page":"https://plannerfees.com/planners/g-dewayne-mcanally-118511/"},{"crd":136953,"name":"G.c. Steele & Company","city":"Solvang","state":"CA","fees":{"hourly":[250,350],"flat":[1500,6000]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $250 to $350 per hour.","flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1,500 to $6,000, depending on the specific arrangement reached with the client and planning complexity."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050985","page":"https://plannerfees.com/planners/g-c-steele-company-136953/"},{"crd":285599,"name":"G.s. Woods Wealth Management","city":"Forest Hilll","state":"MD","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly rate is $150."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035480","page":"https://plannerfees.com/planners/g-s-woods-wealth-management-285599/"},{"crd":128940,"name":"G&f Financial Services","city":"Panama City Beach","state":"FL","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Fees for managing assets: 1.30% for all assets under management Financial Planning Consultation fees: $400.00 Hourly Rate for consultation Financial Plan price range from $1,000 - $2,500 The specific manner in which fees are charged by G & F Financial Services is established in a client’s written Investment…"},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015981","page":"https://plannerfees.com/planners/g-f-financial-services-128940/"},{"crd":317722,"name":"G&h Investments","city":"Leola","state":"PA","fees":{"hourly":[116,172]},"sourceSentences":{"hourly":"The hourly fee for this service ranges between $116 to $172 per hour (variable for secretarial work)."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020574","page":"https://plannerfees.com/planners/g-h-investments-317722/"},{"crd":317837,"name":"Gaddis Premier Wealth Advisors LLC","city":"Durant","state":"OK","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fees are $300."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031237","page":"https://plannerfees.com/planners/gaddis-premier-wealth-advisors-llc-317837/"},{"crd":174427,"name":"Gainplan LLC","city":"Bloomfield Hills","state":"MI","fees":{"hourly":[400,400],"flat":[15000,15000]},"sourceSentences":{"hourly":"Our hourly fee is $400 for financial advisors and flat fees will not exceed $100,000.","flat":"Our hourly fee is $400 for financial advisors and flat fees will not exceed $15,000."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050858","page":"https://plannerfees.com/planners/gainplan-llc-174427/"},{"crd":333768,"name":"Gainspoletti Wealth Planners","city":"Cleveland","state":"MS","fees":{"hourly":[100,300],"flat":[1500,5000]},"sourceSentences":{"flat":"Clients are typically charged a fixed fee ranging from $1,500 - $5,000 or may be charged on an hourly basis generally at $100 $300 per hour, depending on the type and complexity of financial planning services to be provided.","hourly":"Clients are typically charged a fixed fee ranging from $1,500 - $5,000 or may be charged on an hourly basis generally at $100 $300 per hour, depending on the type and complexity of financial planning services to be provided."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039931","page":"https://plannerfees.com/planners/gainspoletti-wealth-planners-333768/"},{"crd":330711,"name":"Gajardo Wealth Management LLC","city":"Lehi","state":"UT","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Fixed fee rates range between $200 and $2,000."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047274","page":"https://plannerfees.com/planners/gajardo-wealth-management-llc-330711/"},{"crd":107218,"name":"Galecki Financial Management Inc","city":"Fort Wayne","state":"IN","fees":{"hourly":[250,350]},"sourceSentences":{"hourly":"Service IFO DFO Asset Management Financial Planning (Stand Alone) Hourly Planning Retirement Plan Services Fee $300 $500 Fee Schedule based on AUM Annual Retainer $250-$350 per hour Annual Retainer or Negotiated Cost GFM only receives direct compensation from our Clients."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005544","page":"https://plannerfees.com/planners/galecki-financial-management-inc-107218/"},{"crd":161266,"name":"Gallagher Wealth Management","city":"Danville","state":"CA","fees":{"hourly":[300,300],"flat":[3000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $300 for financial advisors, $150 for para-planners and $80 for administrative time.","flat":"Flat fees range from $3,000 to $10,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014832","page":"https://plannerfees.com/planners/gallagher-wealth-management-161266/"},{"crd":164901,"name":"Gallatin Financial Advisors, LLC","city":"Mequon","state":"WI","fees":{"hourly":[250,250],"flat":[1200,1200],"monthly":[129,129]},"sourceSentences":{"hourly":"Gallatin Financial Advisors, LLC's fee for providing Consulting Services is $250 per hour.","monthly":"BRONZE Level – Clients engaging Gallatin Financial Advisors, LLC at the BRONZE level will pay the ongoing monthly fee of $129.00 or one-time fee of $1,200.","flat":"BRONZE Level – Clients engaging Gallatin Financial Advisors, LLC at the BRONZE level will pay the ongoing monthly fee of $129.00 or one-time fee of $1,200."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001810","page":"https://plannerfees.com/planners/gallatin-financial-advisors-llc-164901/"},{"crd":337893,"name":"Galleon Wealth Advisors LLC","city":"Vineyard","state":"UT","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"The fixed fee for creation of a Comprehensive Financial Plan can range between $1,000 and $10,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023570","page":"https://plannerfees.com/planners/galleon-wealth-advisors-llc-337893/"},{"crd":323381,"name":"Gallo Lupo LLC","city":"Kirkland","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"We charge for financial planning and employee education using an hourly fee of $300, though the rate is negotiable and may be subject to discount."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=908625","page":"https://plannerfees.com/planners/gallo-lupo-llc-323381/"},{"crd":306256,"name":"Galvanize Wealth LLC","city":"La Grange Park","state":"IL","fees":{"flat":[2000,5000]},"sourceSentences":{"flat":"For its standalone financial planning services, Galvanize Wealth LLC charges a fixed fee ranging from $2,000 to $5,000 depending on the nature and complexity of the client’s circumstances and the level and scope of the services requested."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036310","page":"https://plannerfees.com/planners/galvanize-wealth-llc-306256/"},{"crd":153410,"name":"Galvin, Gaustad & Stein, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"These fees are largely determined by the scope and complexity of the agreed upon services, generally $300 on an hourly basis and up to $10,000 on a fixed fee basis."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056997","page":"https://plannerfees.com/planners/galvin-gaustad-stein-llc-153410/"},{"crd":285679,"name":"Ganim Private Wealth","city":"Shelton","state":"CT","fees":{"hourly":[150,400],"flat":[1000,50000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the pension consulting agreement generally with 30 days' written notice. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for financial planning services is typically between $1,000 and $50,000; however, the fee may be higher for clients with extensive planning needs.","hourly":"The negotiated hourly fee for these services is between $150 and $400."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041481","page":"https://plannerfees.com/planners/ganim-private-wealth-285679/"},{"crd":167871,"name":"Gantt Financial Advisors, LLC","city":"Daphne","state":"AL","fees":{"hourly":[150,150],"flat":[1000,4000]},"sourceSentences":{"flat":"The usual fee range for the initial financial planning is $1,000 to $4,000.","hourly":"GFA's hourly rate used in limited financial planning engagements is $150 per hour."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007815","page":"https://plannerfees.com/planners/gantt-financial-advisors-llc-167871/"},{"crd":142488,"name":"Gap Financial Counseling Corp.","city":"Naples","state":"FL","fees":{"hourly":[240,480]},"sourceSentences":{"hourly":"Fees are generally negotiable and range from $240 to $480 per hour or on a fixed rate schedule based on various factors."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=878769","page":"https://plannerfees.com/planners/gap-financial-counseling-corp-142488/"},{"crd":288703,"name":"Gap Financial Services Or Gap Financial","city":"Austin","state":"TX","fees":{"flat":[3000,3000],"monthly":[150,500]},"sourceSentences":{"flat":"Upon termination of the account, any unearned fee will be refunded to the client. 7 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $3,000-12,000 and an ongoing fee that is paid monthly, in advance, at the rate of $150 - $500 per month.","monthly":"Upon termination of the account, any unearned fee will be refunded to the client. 7 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $3,000-12,000 and an ongoing fee that is paid monthly, in advance, at the rate of $150 - $500 per month."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057608","page":"https://plannerfees.com/planners/gap-financial-services-or-gap-financial-288703/"},{"crd":171307,"name":"Garabedian Wealth Management Group","city":"Pasadena","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our hourly fee is $500 and flat fee is 1.00% of the client’s net worth, not to exceed $15,000."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008389","page":"https://plannerfees.com/planners/garabedian-wealth-management-group-171307/"},{"crd":339060,"name":"Garcia Financial Planning","city":"Meridian","state":"ID","fees":{"monthly":[750,750]},"sourceSentences":{"monthly":"Fees are paid monthly in advance at the following rates: ​ Business Owner Planning - $750 per month Ongoing Financial Planning Clients who also engage us for Investment Management and have less than $1,000,000 in assets under management with our firm will pay a monthly planning fee as well as an asset-based fee."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059778","page":"https://plannerfees.com/planners/garcia-financial-planning-339060/"},{"crd":151043,"name":"Garde Capital, Inc.","city":"Seattle","state":"WA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"This negotiable rate would normally not exceed $400 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025790","page":"https://plannerfees.com/planners/garde-capital-inc-151043/"},{"crd":128414,"name":"Garden State Retirement Specialists, LLC","city":"Red Bank","state":"NJ","fees":{"hourly":[400,400],"flat":[500,5000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis, and $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis, and $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057840","page":"https://plannerfees.com/planners/garden-state-retirement-specialists-llc-128414/"},{"crd":286192,"name":"Gardiner Financial, Inc.","city":"Wellesley","state":"MA","fees":{"hourly":[200,200],"monthly":[75,75]},"sourceSentences":{"monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $75 per month.","hourly":"Financial Planning may be done on an hourly basis at an hourly rate of $200 per hour."},"brochureDate":"2/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009067","page":"https://plannerfees.com/planners/gardiner-financial-inc-286192/"},{"crd":323947,"name":"Gargas Investments LLC","city":"Van Buren","state":"MO","fees":{"hourly":[175,250]},"sourceSentences":{"hourly":"Hourly rated range from $175 to $250 per hour."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060030","page":"https://plannerfees.com/planners/gargas-investments-llc-323947/"},{"crd":125484,"name":"Garhwal, Chan & Williams Inc.","city":"San Francisco","state":"CA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Financial planning services are provided for a fixed fee ranging from $2,500 to $10,000."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004078","page":"https://plannerfees.com/planners/garhwal-chan-williams-inc-125484/"},{"crd":131628,"name":"Garner Financial Management","city":"Lafayette","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The fee for this service will not exceed $300 per hour depending upon a number of factors including complexity of the project."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008066","page":"https://plannerfees.com/planners/garner-financial-management-131628/"},{"crd":136156,"name":"Garrison Phillips, LLC","city":"Rye Brook","state":"NY","fees":{"hourly":[300,500],"flat":[1000,7500]},"sourceSentences":{"hourly":"Hourly rates for planning are variable and range from $300 to $500 per hour depending upon complexity.","flat":"Fixed prices are also variable and begin at $1,000 for very basic planning, and run as high as $7,500 for a comprehensive plan."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031769","page":"https://plannerfees.com/planners/garrison-phillips-llc-136156/"},{"crd":307059,"name":"Garritt Financial Solutions LLC","city":"Baltimore","state":"MD","fees":{"hourly":[275,275],"flat":[1800,3500]},"sourceSentences":{"flat":"The fixed fee can range between $1800 - $3500 (individuals) and $2500 - $4000 (couples).","hourly":"Our hourly rate is $275/hr."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057213","page":"https://plannerfees.com/planners/garritt-financial-solutions-llc-307059/"},{"crd":115972,"name":"Gary M. Martinez","city":"Mulvane","state":"KS","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The adviser also charges an hourly fee of $150 per hour for consultations on both investment advice and on matters that are not securities as noted in Item 4 above."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005046","page":"https://plannerfees.com/planners/gary-m-martinez-115972/"},{"crd":321126,"name":"Garza Financial Planning","city":"Dallas","state":"TX","fees":{"hourly":[225,225],"flat":[600,1200]},"sourceSentences":{"flat":"The fixed fee can range between $600 and $1,200.","hourly":"Hourly engagements are offered at a rate of $225 per hour."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042491","page":"https://plannerfees.com/planners/garza-financial-planning-321126/"},{"crd":123807,"name":"Gasaway Investment Advisors, Inc.","city":"Kalamazoo","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Either the above asset-based fee or an hourly fee of $250 per hour."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049380","page":"https://plannerfees.com/planners/gasaway-investment-advisors-inc-123807/"},{"crd":157329,"name":"Gasber Financial Advisors, Inc","city":"Folsom","state":"CA","fees":{"hourly":[75,350],"flat":[2000,5000],"annual":[5000,5000]},"sourceSentences":{"hourly":"Professional Para-planner Clerical $175-$350/hour $125/hour $75/hour Hourly rates are not negotiable, although GFA may agree to limit the number of hours to a particular task at the client's request. 6 Project fees.","flat":"The fees for the initial financial planning engagement generally range between $2,000 and $5,000 and are negotiable based on the nature of the planning.","annual":"The following fee schedule will apply to aggregate portfolio assets undermanagement with a minimum annual fee of $5,000."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011268","page":"https://plannerfees.com/planners/gasber-financial-advisors-inc-157329/"},{"crd":313072,"name":"Gatehill Financial Consulting, LLC","city":"Charlotte","state":"NC","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Usually, the financial planning fee is an amount that ranges between $2,500 and $10,000, but this amount can sometimes be significantly higher."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018740","page":"https://plannerfees.com/planners/gatehill-financial-consulting-llc-313072/"},{"crd":288268,"name":"Gatens Financial, LLC","city":"Dallas","state":"TX","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Where a client requests financial planning services separate from investment management, fees are charged at an hourly rate of $350 per hour or at a flat fee based on estimated hours."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018922","page":"https://plannerfees.com/planners/gatens-financial-llc-288268/"},{"crd":269983,"name":"Gates Pass Advisors, LLC","city":"Los Altos","state":"CA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Fees for initial financial planning services are generally set at a fixed fee of not less than $5,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028026","page":"https://plannerfees.com/planners/gates-pass-advisors-llc-269983/"},{"crd":154887,"name":"Gateway Capital Management","city":"Parkland","state":"FL","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $10,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=517362","page":"https://plannerfees.com/planners/gateway-capital-management-154887/"},{"crd":306078,"name":"Gateway Financial","city":"Northfield","state":"OH","fees":{"hourly":[500,500],"flat":[2000,5000],"annual":[4000,30000]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning typically consists of an upfront charge between $2,000 and $5,000 and an ongoing fee at a rate of $4,000 to $30,000 per year, paid quarterly or monthly (client preference), in arrears.","annual":"Ongoing Financial Planning Ongoing Financial Planning typically consists of an upfront charge between $2,000 and $5,000 and an ongoing fee at a rate of $4,000 to $30,000 per year, paid quarterly or monthly (client preference), in arrears.","hourly":"For hourly financial planning, our rate is $500 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016195","page":"https://plannerfees.com/planners/gateway-financial-306078/"},{"crd":144741,"name":"Gateway Financial & Estate Planning, Inc.","city":"Pocatello","state":"ID","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Method of Compensation and Fee Schedule FINANCIAL PLANNING and CONSULTING GF charges an hourly fee of $150 for financial planning."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055371","page":"https://plannerfees.com/planners/gateway-financial-estate-planning-inc-144741/"},{"crd":321174,"name":"Gateway Financial Advisors Texas, LLC","city":"Lampasas","state":"TX","fees":{"monthly":[100,100]},"sourceSentences":{"monthly":"Fees are paid monthly in advance, at $100.00 a month."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010292","page":"https://plannerfees.com/planners/gateway-financial-advisors-texas-llc-321174/"},{"crd":322789,"name":"Gateway Wealth Partners, LLC","city":"Appleton","state":"WI","fees":{"hourly":[400,400],"flat":[15000,15000]},"sourceSentences":{"flat":"These fees are negotiable, but range to $15,000 on a fixed fee basis and/or $400 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but range to $15,000 on a fixed fee basis and/or $400 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027154","page":"https://plannerfees.com/planners/gateway-wealth-partners-llc-322789/"},{"crd":333368,"name":"GBG Wealth Management LLC","city":"Lone Tree","state":"CO","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"AND CONSULTING SERVICES (STAND-ALONE) GBG’s financial planning and consulting fees are negotiable but start at $2,500 on a fixed fee."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016913","page":"https://plannerfees.com/planners/gbg-wealth-management-llc-333368/"},{"crd":335904,"name":"GBS Group","city":"Miramar","state":"FL","fees":{"hourly":[300,300],"flat":[2000,7500]},"sourceSentences":{"flat":"3- GBS charges a negotiable fixed fee between $2,000 and $7,500 based on complexity and unique Client needs.","hourly":"If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client or any earned fees will be due to GBS based on the hours of the work completed by GBS at a rate of $300 per hour."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009017","page":"https://plannerfees.com/planners/gbs-group-335904/"},{"crd":327269,"name":"GC Wealth Management RIA, LLC","city":"Cambridge","state":"MA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"The Founders Membership carries an annual fee of $10,000 for a two-year term, though this fee is currently waived for members participating in the program's pilot phase."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036705","page":"https://plannerfees.com/planners/gc-wealth-management-ria-llc-327269/"},{"crd":292356,"name":"GCB Private Wealth","city":"Austin","state":"TX","fees":{"hourly":[250,250],"flat":[1500,5000]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour.","flat":"GCB will charge a fixed fee for comprehensive financial planning services that will range from $1,500 to $5,000 per plan depending on the complexity of the plan and the resources required to produce the plan, as contracted for with client in advance."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006397","page":"https://plannerfees.com/planners/gcb-private-wealth-292356/"},{"crd":312338,"name":"GCD Financial Planning and Advisory Services","city":"Fairfield","state":"CT","fees":{"hourly":[150,400],"flat":[750,3000],"annual":[250,2000]},"sourceSentences":{"flat":"Financial planning fees typically include an initial set up fee of $750 - $3,000 depending on complexity of the plan, time requirements and client circumstances.","annual":"Annual Fees - on-going annual financial planning fees are due quarterly and generally range between $250 and $2,000 per year.","hourly":"Fixed fees typically range from $750 - $3,000 and hourly fees typically range from $150 - $400 per hour."},"brochureDate":"5/17/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=782616","page":"https://plannerfees.com/planners/gcd-financial-planning-and-advisory-services-312338/"},{"crd":124193,"name":"Gci Financial Group","city":"Mendham","state":"NJ","fees":{"hourly":[250,250],"flat":[500,2500]},"sourceSentences":{"flat":"Our fixed fees range from $500 to $2,500 depending on a number of factors and will be negotiable.","hourly":"Our hourly fees are $250."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048588","page":"https://plannerfees.com/planners/gci-financial-group-124193/"},{"crd":313214,"name":"Geddi Capital LLC","city":"Ann Arbor","state":"MI","fees":{"monthly":[3,50]},"sourceSentences":{"monthly":"The fee can range between $3 and $50 per month."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050904","page":"https://plannerfees.com/planners/geddi-capital-llc-313214/"},{"crd":159526,"name":"Geiger Wealth Management","city":"Oak Brook","state":"IL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $200 per hour for either investment advisory services or financial planning."},"brochureDate":"5/22/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=979721","page":"https://plannerfees.com/planners/geiger-wealth-management-159526/"},{"crd":336806,"name":"Gemini Wealth","city":"Taylorsville","state":"UT","fees":{"flat":[1000,2000]},"sourceSentences":{"flat":"Gemini Wealth charges a fixed fee of $1,000-$2,000 based on complexity and unique Client needs for financial planning."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054256","page":"https://plannerfees.com/planners/gemini-wealth-336806/"},{"crd":134695,"name":"Gemmer, Robert Arden","city":"Healdsburg","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly consultation is billed at $250 per hour."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006832","page":"https://plannerfees.com/planners/gemmer-robert-arden-134695/"},{"crd":110179,"name":"Gen Financial Management Inc.","city":"Plymouth","state":"MN","fees":{"flat":[1500,15000],"quarterly":[10750,10750],"annual":[1000,1000]},"sourceSentences":{"quarterly":"The quarterly fee would be $10,750 divided by 4, or $2,687.50.","annual":"In addition, an annual fixed fee of $1,000 ($250 per quarter) will be applied to accounts with less than $500,000 in assets under management.","flat":"Fixed fees may be charged for written financial plans, which range from $1,500 to $15,000, depending on the complexity of your financial situation."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010800","page":"https://plannerfees.com/planners/gen-financial-management-inc-110179/"},{"crd":167656,"name":"Gen Y Planning","city":"Austin","state":"TX","fees":{"hourly":[300,300],"flat":[4800,15000],"monthly":[400,1250]},"sourceSentences":{"flat":"This service is offered on a fixed fee basis ranging from $4,800 to $15,000 per plan, depending on your project, your financial profile and services to be rendered.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour for Sophia Daigle, and the client will be refunded the difference.","monthly":"Gen Y will assess an ongoing monthly fee ranging from $400.00 to $1,250.00 which is paid in advance each month."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019781","page":"https://plannerfees.com/planners/gen-y-planning-167656/"},{"crd":336736,"name":"Gen2 Advisors, LLC","city":"Maitland","state":"FL","fees":{"flat":[10000,25000]},"sourceSentences":{"flat":"The negotiated fixed rate for financial planning and consulting is between $10,000 and $25,000."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=981609","page":"https://plannerfees.com/planners/gen2-advisors-llc-336736/"},{"crd":269910,"name":"Gencap Portfolio Management","city":"Tiburon","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is $250."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017703","page":"https://plannerfees.com/planners/gencap-portfolio-management-269910/"},{"crd":329139,"name":"Generational Wealth Development","city":"Cameron","state":"MO","fees":{"hourly":[150,150],"flat":[1000,10000],"monthly":[50,300]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $50 to $300 per month.","flat":"Fixed fee rates range between $1,000 and $10,000.","hourly":"Our hourly rate is $150."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027837","page":"https://plannerfees.com/planners/generational-wealth-development-329139/"},{"crd":329414,"name":"Generational Wealth Specialists","city":"Des Peres","state":"MO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017885","page":"https://plannerfees.com/planners/generational-wealth-specialists-329414/"},{"crd":173352,"name":"Generations Wealth, LLC","city":"Cincinnati","state":"OH","fees":{"flat":[1500,6000],"annual":[50000,50000]},"sourceSentences":{"flat":"Generations Wealth will charge a one-time setup fee of between $1,500 and $6,000 depending on the type of planning service chosen.","annual":"Clients who engage in Family Office Services are subjected to a combined AUM and AUA minimum annual fee of $50,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032508","page":"https://plannerfees.com/planners/generations-wealth-llc-173352/"},{"crd":327848,"name":"Generative Family Office LLC","city":"Moraga","state":"CA","fees":{"hourly":[500,1500],"quarterly":[1500,15000]},"sourceSentences":{"quarterly":"Clients who receive Wealth Management and Financial Planning as a combined service will be charged a quarterly flat retainer fee, ranging from $1,500 - $15,000 per quarter.","hourly":"Hourly fees range from $500 to $1,500 per hour, depending on the nature and extent of services requested."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046379","page":"https://plannerfees.com/planners/generative-family-office-llc-327848/"},{"crd":318091,"name":"Generous Wealth Management","city":"Marshfield","state":"MA","fees":{"hourly":[250,250],"annual":[3000,10000]},"sourceSentences":{"annual":"The fees for Financial Planning services are as follows: ●​ Ongoing Financial Planning - The annual fee for our three service levels is outline below: ○​ Prosperity Path $3,000 per year ○​ Prosperity Facilitator $6,000 per year ○​ Prosperity Legacy (minimum $10,000 per year based on complexity) Our upfront charge…","hourly":"The adviser will bill the client for any earned but unpaid fees for work completed up to the date of termination. ●​ Financial Planning and Consulting Services - We offer Financial Planning and Consulting Services for $250 per hour with a minimum $1,500 fee per engagement, which may be negotiable in certain cases."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058015","page":"https://plannerfees.com/planners/generous-wealth-management-318091/"},{"crd":308263,"name":"Generouswealth, LLC","city":"Summerville","state":"SC","fees":{"hourly":[250,500],"flat":[500,15000],"monthly":[25,25]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $15,000.","hourly":"The negotiated hourly fee for these services is between $250 and $500.","monthly":"The fee will range from $250 a year or $25 a month."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042779","page":"https://plannerfees.com/planners/generouswealth-llc-308263/"},{"crd":167353,"name":"Genesee Capital Advisors, LLC","city":"Auburn","state":"NY","fees":{"hourly":[200,400],"flat":[2000,15000]},"sourceSentences":{"hourly":"Hourly fees range from $200 to $400 per hour.","flat":"Fixed fees range from $2,000 to $15,000 per engagement."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007928","page":"https://plannerfees.com/planners/genesee-capital-advisors-llc-167353/"},{"crd":151976,"name":"Genesis Advisors, LLC","city":"Fishers","state":"IN","fees":{"hourly":[125,300]},"sourceSentences":{"hourly":"Financial Planning fees will be based on an hourly rate between $125.00 and $300.00 per hour depending on complexity."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006940","page":"https://plannerfees.com/planners/genesis-advisors-llc-151976/"},{"crd":150035,"name":"Genesis Capital Group LLC","city":"New York","state":"NY","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Follow-up implementation work is billed separately​ ​at the rate of $500 per hour, depending on the complexity and time frame of​ ​involvement.​ ​Investment Management Agreement (\"IMA\")​ ​ ost clients choose to have Genesis manage their assets in order to obtain ongoing​ M ​in-depth advice and life planning."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011902","page":"https://plannerfees.com/planners/genesis-capital-group-llc-150035/"},{"crd":158388,"name":"Genesis Wealth Advisors, LLC","city":"Braintree","state":"MA","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Genesis also offers financial planning services on a fixed fee basis ranging from $500 to $5,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008876","page":"https://plannerfees.com/planners/genesis-wealth-advisors-llc-158388/"},{"crd":170039,"name":"Genesis Wealth Planning, LLC","city":"Bonita Springs","state":"FL","fees":{"hourly":[200,200],"flat":[50,10000],"quarterly":[300,3000],"annual":[1200,12000]},"sourceSentences":{"flat":"Fees (Project-Based Services) We are available to provide a project-based financial planning engagement on a fixed fee basis that ranges from $50 to $10,000.","hourly":"A financial planning client may choose to engage us for limited (modular) planning services that we accomplish on an hourly basis and our rate is $200 per hour.","quarterly":"This form of advisory service is paid through a fixed-fee (retainer) rate that is $300 to $3,000 per quarter ($1,200 to $12,000 per year), and paid in advance on a quarterly schedule.","annual":"This form of advisory service is paid through a fixed-fee (retainer) rate that is $300 to $3,000 per quarter ($1,200 to $12,000 per year), and paid in advance on a quarterly schedule."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049341","page":"https://plannerfees.com/planners/genesis-wealth-planning-llc-170039/"},{"crd":317337,"name":"Genrise Wealth Advisors LLC","city":"Mt. Laurel","state":"NJ","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"FINANCIAL CONSULTING SERVICES Financial consulting services are provided at an hourly rate of $225."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012445","page":"https://plannerfees.com/planners/genrise-wealth-advisors-llc-317337/"},{"crd":340872,"name":"Gensphere Private Wealth, LLC","city":"Gig Harbor","state":"WA","fees":{"hourly":[300,300],"flat":[5000,20000],"annual":[2000,2000]},"sourceSentences":{"annual":"PRIVATE MARKET INVESTMENT ADMINISTRATION GenSphere charges a fixed annual fee of $2,000 for private market investment administration, billed in four equal installments of $500 per calendar quarter in arrears.","flat":"AND CONSULTING GenSphere charges a fixed fee of $5,000 to $20,000, determined by project complexity and documented in a written Statement of Work (“SOW”).","hourly":"The fixed fee is based on a standard - 9- hourly rate of $300 per hour."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049481","page":"https://plannerfees.com/planners/gensphere-private-wealth-llc-340872/"},{"crd":174216,"name":"Gentian Financial, Inc.","city":"Mequon","state":"WI","fees":{"hourly":[150,300],"flat":[250,25000]},"sourceSentences":{"flat":"Flat fees are quoted in advance and range from $250-$25,000 depending upon the nature and scope of the advice requested by the client, nature and number of investments in a client’s portfolio, amount and nature of research required to complete the project and the scope and number of reports requested by a client.","hourly":"The hourly fee for Financial Planning and Investment Consulting Services varies from $150 to $300 per hour and depends upon the nature and scope of the advice requested by the client, nature and number of investments in a client’s portfolio, amount and nature of research required to complete the project and the…"},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=927255","page":"https://plannerfees.com/planners/gentian-financial-inc-174216/"},{"crd":158369,"name":"Gentrust","city":"Miami","state":"FL","fees":{"quarterly":[1000,150000]},"sourceSentences":{"quarterly":"These fees are negotiable but generally range from $1,000 to $150,000 per quarter, depending on the level and scope of services and the professional providing financial planning and/or consulting services."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027520","page":"https://plannerfees.com/planners/gentrust-158369/"},{"crd":331696,"name":"Gentry Financial","city":"Fishers","state":"IN","fees":{"hourly":[500,500],"flat":[5000,10000],"quarterly":[1250,7500]},"sourceSentences":{"quarterly":"Fees are paid quarterly in arrears, ranging from $1,250 - $7,500 per quarter.","flat":"Fixed fee rates range between $5,000 - $10,000.","hourly":"Our hourly rate is $500."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012213","page":"https://plannerfees.com/planners/gentry-financial-331696/"},{"crd":323208,"name":"Gentry Private Wealth","city":"Wichita","state":"KS","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Fees for Financial Planning and Consulting Services Clients that are receiving financial planning and/or consulting services, separate from investment management services, are charged a fixed fee or can be assessed an $350 hourly rate."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043219","page":"https://plannerfees.com/planners/gentry-private-wealth-323208/"},{"crd":328234,"name":"Genuine Wealth Solutions","city":"Richmond","state":"VA","fees":{"flat":[3000,12000],"quarterly":[200,3000]},"sourceSentences":{"flat":"We charge a recurring annual fixed fee of $3,000 - $12,000 for Ongoing Financial Planning.","quarterly":"Fees are paid quarterly in advance, ranging from $200 to $3,000 per quarter."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017862","page":"https://plannerfees.com/planners/genuine-wealth-solutions-328234/"},{"crd":114278,"name":"Geoffry H. Oshman, CFP","city":"Houston","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"for very small accounts, when the fees charges as a percentage of assets would be less than the fees charged under an hourly rate or for services rendered on ‘as requested’ basis, the advisor charges an hourly fee of $200 per hour. *”assets under advisory service” includes non-securities, such as variable…"},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017334","page":"https://plannerfees.com/planners/geoffry-h-oshman-cfp-114278/"},{"crd":319091,"name":"George Financial Services","city":"Canton","state":"OH","fees":{"hourly":[25,100]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $25 and $100."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023029","page":"https://plannerfees.com/planners/george-financial-services-319091/"},{"crd":121081,"name":"George J. Appel","city":"Harveys Lake","state":"PA","fees":{"hourly":[250,250],"flat":[1200,7500],"monthly":[35,35],"annual":[750,4800]},"sourceSentences":{"flat":"The range for the initial planning service is $1,200 - $7,500.","annual":"The range for ongoing planning services in years 2, 3 and so on is $750 - $4,800 per year.","hourly":"The current rate is $250 per hour and is based on the complexity of the issues to be addressed.","monthly":"Overdue payment fees of $35/month may be charged for past due accounts."},"brochureDate":"11/20/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996797","page":"https://plannerfees.com/planners/george-j-appel-121081/"},{"crd":112409,"name":"George M. Hiller Companies, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[125,425]},"sourceSentences":{"hourly":"BILLABLE HOURLY ENGAGEMENT FEES For individual consultation relating to financial planning topics the fees range from $125.00 to $425.00 per hour depending on the personnel assigned to the work and the expertise needed to deliver the service."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026071","page":"https://plannerfees.com/planners/george-m-hiller-companies-llc-112409/"},{"crd":153649,"name":"Gerber Kawasaki Wealth & Investment Management","city":"Santa Monica","state":"CA","fees":{"hourly":[500,1000]},"sourceSentences":{"hourly":"The hourly rate ranges from $500 to $1,000 per hour depending on the advisor’s experience."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034673","page":"https://plannerfees.com/planners/gerber-kawasaki-wealth-investment-management-153649/"},{"crd":120039,"name":"Gerber, LLC","city":"Columbus","state":"OH","fees":{"flat":[20000,200000]},"sourceSentences":{"flat":"Entrepreneurial Planning Services Gerber offers entrepreneurial planning services for a fixed engagement fee ranging from $20,000 to $200,000 per engagement."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020078","page":"https://plannerfees.com/planners/gerber-llc-120039/"},{"crd":321214,"name":"Germana Capital LLC","city":"Miami","state":"FL","fees":{"hourly":[250,250],"flat":[1000,1000]},"sourceSentences":{"flat":"GCL will charge a minimum fee for financial planning services of $1,000 which may increase depending on the complexity of the client’s financial situation and the time required to complete the engagement.","hourly":"Fees are calculated at $250 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016940","page":"https://plannerfees.com/planners/germana-capital-llc-321214/"},{"crd":299347,"name":"Gervais Capital Management, LLC","city":"Wilson","state":"WY","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The fixed fees are billed at the standard GCMLLC hourly rate of $500 per hour with a minimum of 3 hours."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049354","page":"https://plannerfees.com/planners/gervais-capital-management-llc-299347/"},{"crd":306757,"name":"Gettings Busch Wealth Management","city":"Lafayette","state":"IN","fees":{"hourly":[250,250],"flat":[250,5000]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $250 to $5,000.","hourly":"Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to the client based on an hourly rate of $250.00."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048170","page":"https://plannerfees.com/planners/gettings-busch-wealth-management-306757/"},{"crd":340092,"name":"Gevers Wealth Management","city":"Issaquah","state":"WA","fees":{"annual":[25000,25000]},"sourceSentences":{"annual":"Ongoing Consulting fees are paid monthly and in advance, but in no case will exceed $25,000 annually."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033498","page":"https://plannerfees.com/planners/gevers-wealth-management-340092/"},{"crd":156252,"name":"GFS Financial Advisors, LLC","city":"Hazleton","state":"PA","fees":{"hourly":[250,250],"flat":[5000,5000],"monthly":[29,29]},"sourceSentences":{"hourly":"AND CONSULTING HOURLY FEES Financial Planning Services are available to all clients for an hourly fee of $250.","flat":"Services are available to all clients for a fixed fee of a maximum of $5,000.","monthly":"SUBSCRIPTION/NEWSLETTER FEES GFS charges a monthly subscription fee of $29.99 or an annual fee of $240.00 for Money Matters depending on the preference of the client."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055464","page":"https://plannerfees.com/planners/gfs-financial-advisors-llc-156252/"},{"crd":170018,"name":"Ggcfo Advisors","city":"Chicago","state":"IL","fees":{"hourly":[450,450],"monthly":[1000,20000]},"sourceSentences":{"monthly":"Depending on the scope of the services required by the client, the type and size of the account, among other factors, we may agree to a monthly fixed fee (ranging from $1,000 to $20,000) or an hourly fee, billed at a rate not to exceed $450 per hour (which we may increase with prior notice).","hourly":"Depending on the scope of the services required by the client, the type and size of the account, among other factors, we may agree to a monthly fixed fee (ranging from $1,000 to $20,000) or an hourly fee, billed at a rate not to exceed $450 per hour (which we may increase with prior notice)."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011995","page":"https://plannerfees.com/planners/ggcfo-advisors-170018/"},{"crd":327008,"name":"GGM Financial LLC","city":"Columbus","state":"OH","fees":{"hourly":[500,500],"flat":[2500,10000]},"sourceSentences":{"flat":"Services are offered based on a fixed fee between $2,500 and $10,000, depending on the complexity of the engagement.","hourly":"GGM provides clients with the option of paying an annual fee for ongoing services based on a percentage of assets under advisement, a flat fee, or an hourly rate not to exceed $500."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022637","page":"https://plannerfees.com/planners/ggm-financial-llc-327008/"},{"crd":172033,"name":"GH Private Wealth Management, Inc.","city":"Chicago","state":"IL","fees":{"hourly":[500,500],"flat":[2500,2500]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $500 per hour and will be negotiated and agreed upon by the parties in advance.","flat":"The fixed fee for this service is $2,500 per plan as contracted for with client in advance."},"brochureDate":"5/5/2020","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=643966","page":"https://plannerfees.com/planners/gh-private-wealth-management-inc-172033/"},{"crd":121365,"name":"Gianola Financial Planning, LLC","city":"Worthington","state":"OH","fees":{"flat":[1500,1500],"annual":[3500,3500]},"sourceSentences":{"annual":"The minimum initial fee for full retainer clients is $3,500.","flat":"The fixed fee for this service is $1,500."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010566","page":"https://plannerfees.com/planners/gianola-financial-planning-llc-121365/"},{"crd":335502,"name":"Gibraltar Financial Advisors","city":"Santa Barbara","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Lower fees for comparable services may be available from other sources. $350/hr is charged for producing a financial plan or providing financial advice on an hourly basis."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042512","page":"https://plannerfees.com/planners/gibraltar-financial-advisors-335502/"},{"crd":124128,"name":"Gibraltar Wealth Management, LLC","city":"Abington","state":"PA","fees":{"hourly":[150,350],"flat":[3000,18000],"annual":[1200,60000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $3,000 to $18,000 on a fixed fee basis and/or from $150 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.","hourly":"These fees are negotiable, but generally range from $3,000 to $18,000 on a fixed fee basis and/or from $150 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.","annual":"Fixed fees range between $1,200 $60,000 annually."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029234","page":"https://plannerfees.com/planners/gibraltar-wealth-management-llc-124128/"},{"crd":117831,"name":"Gibson Financial Solutions, Inc.","city":"Ellsworth","state":"ME","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"We prepare financial plans and consult using an hourly fee of $200."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017171","page":"https://plannerfees.com/planners/gibson-financial-solutions-inc-117831/"},{"crd":324146,"name":"Gibson Monroe Wealth Advisors","city":"Oakland","state":"CA","fees":{"flat":[5000,20000]},"sourceSentences":{"flat":"GMWA offers financial planning services for a fixed engagement fee ranging from $5,000 to $20,000."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051102","page":"https://plannerfees.com/planners/gibson-monroe-wealth-advisors-324146/"},{"crd":334607,"name":"Gien Capital Management LLC","city":"Alpharetta","state":"GA","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"GCM charges a fixed fee for financial planning services between $1,000 and $5,000 dependent upon the complexity of the Client’s specific situation."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025913","page":"https://plannerfees.com/planners/gien-capital-management-llc-334607/"},{"crd":343415,"name":"Giessel Wealth Advisors","city":"Jupiter","state":"FL","fees":{"flat":[2000,8000],"annual":[18000,18000]},"sourceSentences":{"annual":"The blended annual fee would be $18,000, and the actual quarterly fee would be determined by the following calculation:","flat":"Fixed fee rates range from $2,000 to $8,000."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054181","page":"https://plannerfees.com/planners/giessel-wealth-advisors-343415/"},{"crd":226534,"name":"Giffin Planning Services, Inc.","city":"Canonsburg","state":"PA","fees":{"hourly":[200,200],"flat":[1000,4000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice. 5 Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,000 and $4,000.","hourly":"The hourly fee for these services is $200."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043054","page":"https://plannerfees.com/planners/giffin-planning-services-inc-226534/"},{"crd":283112,"name":"Gilbert & Cook, Inc.","city":"West Des 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offered at a rate of $250 per hour."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014635","page":"https://plannerfees.com/planners/gilbert-wealth-317073/"},{"crd":311336,"name":"Gilpin Wealth Management LLC","city":"Golden","state":"CO","fees":{"flat":[1000,50000],"quarterly":[100,1000]},"sourceSentences":{"flat":"COMPREHENSIVE AND ONGOING FINANCIAL PLANNING Comprehensive financial planning services are offered on a fixed fee basis that ranges from $1,000 to $50,000.","quarterly":"The Firm charges a fixed quarterly fee ranging from $100 to $1,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019240","page":"https://plannerfees.com/planners/gilpin-wealth-management-llc-311336/"},{"crd":161151,"name":"Ginsberg Financial Strategies","city":"Walnut 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hour."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057470","page":"https://plannerfees.com/planners/giving-tree-wealth-advisors-312361/"},{"crd":135511,"name":"GJW Investment Adviser LLC","city":"Medina","state":"OH","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial planning services that are charged on an hourly basis at $250.00 per hour and may require fifty percent (50%) of total fee due in advance based on an estimated number of hours of services to be provided."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008878","page":"https://plannerfees.com/planners/gjw-investment-adviser-llc-135511/"},{"crd":326647,"name":"GK Private Wealth Partners LLC","city":"Troy","state":"MI","fees":{"hourly":[300,300],"flat":[1000,6000],"monthly":[100,500]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears at a rate of $100 - $500 per month.","flat":"Fixed fee rates range between $1,000 and $6,000.","hourly":"Our hourly rate is $300."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016301","page":"https://plannerfees.com/planners/gk-private-wealth-partners-llc-326647/"},{"crd":296847,"name":"GK Wealth Management LLC","city":"Reno","state":"NV","fees":{"hourly":[200,300],"flat":[500,50000]},"sourceSentences":{"flat":"Fixed fees range from $500 to $50,000.","hourly":"The hourly fee for these services starts at $200 per hour and will not exceed $300/hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011245","page":"https://plannerfees.com/planners/gk-wealth-management-llc-296847/"},{"crd":289129,"name":"Glacier Investment 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LLC","city":"Vienna","state":"VA","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"GWS’ negotiable financial planning and consulting fees generally range between $500 and $10,000 on a fixed-fee basis subject to the terms and conditions of the Financial Planning and Consulting Agreement, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023122","page":"https://plannerfees.com/planners/glassman-wealth-services-llc-151478/"},{"crd":119628,"name":"Glatt and Associates, LLC","city":"Moorpark","state":"CA","fees":{"hourly":[325,400],"flat":[500,500]},"sourceSentences":{"flat":"Fees for summary financial planning in connection with the establishment of a new relationship for investment advisory services is a flat fee of $500.00.","hourly":"Various rates apply as determined as follows: $325 - $400 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027078","page":"https://plannerfees.com/planners/glatt-and-associates-llc-119628/"},{"crd":328986,"name":"Glean Financial, Inc.","city":"Chattanooga","state":"TN","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $300 per hour."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044624","page":"https://plannerfees.com/planners/glean-financial-inc-328986/"},{"crd":171664,"name":"Glenayr Family Advisors LLC","city":"Brightwood","state":"VA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"- $500 per hour, payable upon completion of project or at the end of each month (or other agreed upon time) as invoiced by Glenayr Family Advisors."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017163","page":"https://plannerfees.com/planners/glenayr-family-advisors-llc-171664/"},{"crd":145500,"name":"Glenmore Financial, Inc, Lifesighted","city":"Hermosa Beach","state":"CA","fees":{"hourly":[150,350],"flat":[495,995],"annual":[1200,25000]},"sourceSentences":{"annual":"Initial Year of Full Retainer: $1,800 to $25,000 Renewal Years of Full Retainer: $1,200 to $18,000 Add-ons, credits, and miscellaneous adjustments:","flat":"The cost for a Project Retainer is typically between $495 and $995, due upon completion of the project.","hourly":"This is not to be considered a comprehensive financial plan. 3 Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate between $150 and $350 per hour, depending on 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arrears."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011793","page":"https://plannerfees.com/planners/global-financial-advisory-services-inc-135234/"},{"crd":290006,"name":"Global Financial Private Client","city":"Sarasota","state":"FL","fees":{"hourly":[350,575],"flat":[5000,25000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $5,000 to $25,000 on a fixed fee basis, and from $350 to $575 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $5,000 to $25,000 on a fixed fee basis, and from $350 to $575 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026647","page":"https://plannerfees.com/planners/global-financial-private-client-290006/"},{"crd":316257,"name":"Global Freedom Financial LLC","city":"South Charleston","state":"WV","fees":{"hourly":[250,250],"flat":[1000,12000]},"sourceSentences":{"flat":"Our annual fee for this service ranges from $1,000 to $12,000 per plan, which are paid monthly over the course of the 12-month contract.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $250.00 per hour, and the client will be refunded the difference."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016899","page":"https://plannerfees.com/planners/global-freedom-financial-llc-316257/"},{"crd":316075,"name":"Global Hill Wealth Advisors 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arrears."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020964","page":"https://plannerfees.com/planners/global-investment-company-281316/"},{"crd":284941,"name":"Global Vantage Wealth Management","city":"Encinitas","state":"CA","fees":{"hourly":[250,250],"annual":[3000,80000]},"sourceSentences":{"hourly":"In special circumstances it may be offered on a hourly basis at a rate of $250.00 per hour.","annual":"The fixed fee can range between $3,000-$80,000 annually, billed quarterly."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047112","page":"https://plannerfees.com/planners/global-vantage-wealth-management-284941/"},{"crd":158292,"name":"Global View Capital Management LLC","city":"Waukesha","state":"WI","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Page 6 Clients will be charged an agreed upon rate not to exceed $350 per hour, plus out- of-pocket expenses for the initial plan consultation and annual review of the plan."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055106","page":"https://plannerfees.com/planners/global-view-capital-management-llc-158292/"},{"crd":145200,"name":"Global Vision Advisors","city":"Norwell","state":"MA","fees":{"hourly":[200,500],"flat":[1000,50000],"annual":[1500,1500]},"sourceSentences":{"flat":"Fixed fees range from $1,000 to $50,000 while hourly fees range from $200 to $500 per hour.","hourly":"Fixed fees range from $1,000 to $50,000 while hourly fees range from $200 to $500 per hour.","annual":"There is a minimum fee of $1,500 per year, and fees are negotiable based on the complexity of the anticipated services to be provided and the complexity of your 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hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012300","page":"https://plannerfees.com/planners/global-wealth-advisors-llc-139101/"},{"crd":315907,"name":"Global Wealth Harbor","city":"Danville","state":"CA","fees":{"flat":[500,8000],"monthly":[100,800]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $8,000.","monthly":"The negotiated hourly fee for financial planning consultation is between $100 and $300. 5 Ongoing Financial Planning Fees The fee for ongoing financial planning advice with semi-annual or quarterly review meetings is between $100-$800/month."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023920","page":"https://plannerfees.com/planners/global-wealth-harbor-315907/"},{"crd":167025,"name":"Global Wealth Management","city":"Corona 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$400/hour."},"brochureDate":"5/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046132","page":"https://plannerfees.com/planners/global-wealth-strategies-and-associates-llc-316072/"},{"crd":287722,"name":"Globe & Anchor Wealth Management & Financial Planning, LLC","city":"Walnut Creek","state":"CA","fees":{"hourly":[375,375],"flat":[50000,50000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $375.","flat":"Flat fees will not exceed $50,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008976","page":"https://plannerfees.com/planners/globe-anchor-wealth-management-financial-planning-llc-287722/"},{"crd":309793,"name":"Glover Park Wealth Management, LLC","city":"Arlington","state":"VA","fees":{"hourly":[300,300],"flat":[2500,5000]},"sourceSentences":{"hourly":"Hourly engagements are billed at a rate of $300 per hour.","flat":"Fixed engagement fees typically range from $2,500 to $5,000."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058793","page":"https://plannerfees.com/planners/glover-park-wealth-management-llc-309793/"},{"crd":334902,"name":"GLR Partners","city":"Columbia","state":"MD","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Clients that are receiving financial planning services only are charged a fixed fee, with a minimum fee amount of $1,500."},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050708","page":"https://plannerfees.com/planners/glr-partners-334902/"},{"crd":333606,"name":"Go Fish Finance, LLC","city":"Louisville","state":"CO","fees":{"hourly":[350,350],"flat":[5000,5000],"annual":[2000,15000]},"sourceSentences":{"annual":"Investment management fees typically range from $2,000 to $15,000 per year depending on portfolio complexity, number of accounts, and investment strategy requirements.","flat":"Estate Planning fees may reach a maximum of $5,000.","hourly":"Based Hourly Session(s) Our hourly rate is $350."},"brochureDate":"3/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019006","page":"https://plannerfees.com/planners/go-fish-finance-llc-333606/"},{"crd":159361,"name":"Goal Quest Advisors, LLC","city":"Berwyn","state":"PA","fees":{"hourly":[200,200],"annual":[3000,3000]},"sourceSentences":{"annual":"GoalQuest charges a minimum annual fee of $3,000.","hourly":"Level 2 Financial Planning Only $200 per hour Note:"},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049108","page":"https://plannerfees.com/planners/goal-quest-advisors-llc-159361/"},{"crd":312298,"name":"Goalen Capital Advisors, LLC","city":"West Valley","state":"UT","fees":{"hourly":[150,150],"annual":[10750,10750]},"sourceSentences":{"annual":"The total annual fee for the portfolio would be $10,750.","hourly":"An annual review and update of these plans is available at the client discretion billed at the rate of $150 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025451","page":"https://plannerfees.com/planners/goalen-capital-advisors-llc-312298/"},{"crd":145727,"name":"Goalfocus Financial, LLC","city":"Aventura","state":"FL","fees":{"hourly":[100,300],"flat":[600,25000]},"sourceSentences":{"flat":"Our financial planning and consulting fees are negotiable, but generally range from $600 to $25,000 on a fixed fee basis and/or from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"Our financial planning and consulting fees are negotiable, but generally range from $600 to $25,000 on a fixed fee basis and/or from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004695","page":"https://plannerfees.com/planners/goalfocus-financial-llc-145727/"},{"crd":142160,"name":"Goar, Endriss & Walker, P.A.","city":"Sarasota","state":"FL","fees":{"hourly":[130,284],"annual":[6000,6000]},"sourceSentences":{"hourly":"Hourly rates range from $130 - $284 per hour depending on the personnel involved.","annual":"The minimum retainer fee is $6,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=496348","page":"https://plannerfees.com/planners/goar-endriss-walker-p-a-142160/"},{"crd":126189,"name":"Godfrey Financial Associates, Inc.","city":"Glenmont","state":"NY","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally the Registrant charges $2,500 on a fixed fee basis based upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022874","page":"https://plannerfees.com/planners/godfrey-financial-associates-inc-126189/"},{"crd":106410,"name":"Godshalk Welsh Capital Management, Inc.","city":"Radnor","state":"PA","fees":{"hourly":[200,200],"flat":[1000,5000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally the Registrant charges between $1,000 and $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), or $200 per hour on an hourly basis.","hourly":"Registrant’s planning and consulting fees are negotiable, but generally the Registrant charges between $1,000 and $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), or $200 per hour on an hourly basis."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026643","page":"https://plannerfees.com/planners/godshalk-welsh-capital-management-inc-106410/"},{"crd":155039,"name":"Goggans Group Inc","city":"Gadsden","state":"AL","fees":{"hourly":[100,100],"flat":[350,550]},"sourceSentences":{"hourly":"We are compensated at a rate of $100 per hour, billed in quarterhour increments, for financial planning services provided to clients that manage their own investments.","flat":"The fees for this service are $350 for a will-based estate plan, $550 for a trust-based estate plan and $100 per hour (in addition to one of the above) for additional time needed."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019918","page":"https://plannerfees.com/planners/goggans-group-inc-155039/"},{"crd":124217,"name":"Gold Coast Advisors, LLC","city":"Port Washington","state":"NY","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Gold Coast Advisors may also charge an hourly fee of $500 for special projects."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032427","page":"https://plannerfees.com/planners/gold-coast-advisors-llc-124217/"},{"crd":318822,"name":"Gold Coast Capital Management, LLC","city":"Douglas","state":"MI","fees":{"flat":[300,300]},"sourceSentences":{"flat":"GCCM charges a negotiable fixed fee of $300 for financial planning."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051378","page":"https://plannerfees.com/planners/gold-coast-capital-management-llc-318822/"},{"crd":110925,"name":"Gold Coast Securities, Inc.","city":"Thousand Oaks","state":"CA","fees":{"hourly":[50,300],"flat":[10000,10000]},"sourceSentences":{"flat":"Subject to the aforementioned requirements, the maximum fixed fee for the planning service selected by the client is $10,000.","hourly":"The hourly fee ranges from $50 to $300 per hour depending upon the complexity of the client, the services to be provided, the Advisory Representative chosen to provide the service, as well as current market conditions."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036532","page":"https://plannerfees.com/planners/gold-coast-securities-inc-110925/"},{"crd":158147,"name":"Goldberg Financial Advisors, LLC","city":"El Segundo","state":"CA","fees":{"hourly":[500,500],"annual":[5000,5000]},"sourceSentences":{"hourly":"Our hourly fees are $500 for financial planning and consulting services.","annual":"Our flat fees range from $5,000 per year to $100,000."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043070","page":"https://plannerfees.com/planners/goldberg-financial-advisors-llc-158147/"},{"crd":153678,"name":"Goldbloom Wealth Management LLC","city":"Mercer Island","state":"WA","fees":{"hourly":[500,500],"flat":[1000,20000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fee for creating client financial plans and/or providing financial planning is generally between $1,000 and $20,000 but could be higher.","hourly":"Hourly engagements range from $150-$350 (junior or para-planner) to $500 (senior planner), with a maximum fee of $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036127","page":"https://plannerfees.com/planners/goldbloom-wealth-management-llc-153678/"},{"crd":337930,"name":"Golden Acre Wealth Management","city":"Scottsdale","state":"AZ","fees":{"hourly":[300,300],"flat":[3750,20000],"annual":[3750,20000]},"sourceSentences":{"annual":"The annual planning fee ranges from $3,750 to $20,000 and is derived from an hourly rate of $300.","hourly":"The annual planning fee ranges from $3,750 to $20,000 and is derived from an hourly rate of $300.","flat":"Fixed fee rates range between $3,750 to $20,000."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016392","page":"https://plannerfees.com/planners/golden-acre-wealth-management-337930/"},{"crd":132256,"name":"Golden Financial Services","city":"Portsmouth","state":"NH","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Consulting fees will be charged on an hourly basis, ranging from $150 to $250 per hour, depending on the nature and complexity of each client's circumstances."},"brochureDate":"4/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040318","page":"https://plannerfees.com/planners/golden-financial-services-132256/"},{"crd":311595,"name":"Golden Goose Wealth Planning","city":"Ada","state":"MI","fees":{"flat":[500,3000],"monthly":[325,325],"annual":[4000,4000]},"sourceSentences":{"annual":"Our minimum annual fee is $4,000.","monthly":"Golden Goose Wealth Planning has a minimum annual fee of $4,000; however, the Adviser may waive the minimum at its discretion. 9 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $325 per month.","flat":"The fixed fee can range between $500 and $3,000, depending on complexity and the needs of the client."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054186","page":"https://plannerfees.com/planners/golden-goose-wealth-planning-311595/"},{"crd":332248,"name":"Golden Pine Advisory, LLC","city":"Pinehurst","state":"NC","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"flat":"The fixed fee can range between $1,500 and $10,000.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $350 per hour."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040527","page":"https://plannerfees.com/planners/golden-pine-advisory-llc-332248/"},{"crd":340673,"name":"Golden Reed Wealth Management, LLC","city":"Ocala","state":"FL","fees":{"hourly":[250,250],"flat":[2500,10000]},"sourceSentences":{"flat":"Fees for a Full Financial Plan are offered based on a fixed fee ranging from $2,500 to $10,000.","hourly":"Fees for Consultation Services are offered based on an hourly fee of $250."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008081","page":"https://plannerfees.com/planners/golden-reed-wealth-management-llc-340673/"},{"crd":283588,"name":"Golden Reserve Retirement, LLC","city":"Dublin","state":"OH","fees":{"annual":[5500,15000]},"sourceSentences":{"annual":"Based on the suite of services provided, the negotiated fixed rate for portfolio management and financial planning will vary between $5,500 and $15,000 per year."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016704","page":"https://plannerfees.com/planners/golden-reserve-retirement-llc-283588/"},{"crd":325810,"name":"Golden Spread Wealth, LLC","city":"Canadian","state":"TX","fees":{"hourly":[150,150],"flat":[1000,1500]},"sourceSentences":{"flat":"Fees range from $1,000.00 to $1,500.00 depending on complexity, which will be based on the discovery/analysis and scope of the engagement.","hourly":"After the delivery of the financial plan, additional consulting and or services are charged at an hourly rate of $150.00, payable upon receipt of an invoice."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012454","page":"https://plannerfees.com/planners/golden-spread-wealth-llc-325810/"},{"crd":174275,"name":"Golden Years Financial Advisors, Inc.","city":"South Bend","state":"IN","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"Ad hoc Financial Planning Services Financial planning services outside of the bundled plans offered above will be offered on an hourly basis of $325 per hour."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057517","page":"https://plannerfees.com/planners/golden-years-financial-advisors-inc-174275/"},{"crd":170308,"name":"Goldfarb Wealth Advisors","city":"Charlotte","state":"NC","fees":{"hourly":[150,200],"flat":[500,3500],"quarterly":[600,1000],"annual":[2400,4000]},"sourceSentences":{"quarterly":"The fees are negotiable and run between $600 per quarter, or $2,400 per year, to $1,000 per quarter, or $4,000 per year, but maybe more if complex, multiple, or very large accounts are involved.","annual":"The fees are negotiable and run between $600 per quarter, or $2,400 per year, to $1,000 per quarter, or $4,000 per year, but maybe more if complex, multiple, or very large accounts are involved.","flat":"GWA’s consulting fees are negotiable, but generally range from $500 to $3,500 on a fixed fee basis, and from $150 to $200 on an hourly rate basis, dependent upon the type and scope of services requested.","hourly":"GWA’s consulting fees are negotiable, but generally range from $500 to $3,500 on a fixed fee basis, and from $150 to $200 on an hourly rate basis, dependent upon the type and scope of services requested."},"brochureDate":"1/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002443","page":"https://plannerfees.com/planners/goldfarb-wealth-advisors-170308/"},{"crd":136134,"name":"Goldman Lancaster, Inc.","city":"Long Beach","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Our hourly fee has been updated to $350 However, other changes have been made to this Brochure which are not specified in this summary."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020170","page":"https://plannerfees.com/planners/goldman-lancaster-inc-136134/"},{"crd":154979,"name":"Goldmark Financial Planners, LLC","city":"Salem","state":"OR","fees":{"hourly":[90,90]},"sourceSentences":{"hourly":"The hourly rate is $90."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001018","page":"https://plannerfees.com/planners/goldmark-financial-planners-llc-154979/"},{"crd":343525,"name":"Goldsmith Martin Wealth Strategy","city":"Montgomery","state":"AL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial Planning We charge an hourly fee of $150."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058256","page":"https://plannerfees.com/planners/goldsmith-martin-wealth-strategy-343525/"},{"crd":338926,"name":"Goldstrike Capital LLC","city":"North Syracuse","state":"NY","fees":{"hourly":[100,800]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $100 and $800."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016914","page":"https://plannerfees.com/planners/goldstrike-capital-llc-338926/"},{"crd":340319,"name":"Golkonda Investment Advisors","city":"Pleasanton","state":"CA","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Our fixed fees range from $500 to $10,000 per engagement, depending on the scope and complexity of the services provided."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053002","page":"https://plannerfees.com/planners/golkonda-investment-advisors-340319/"},{"crd":313194,"name":"Golzar Investment Group LLC","city":"San Diego","state":"CA","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"GIG charges a fixed fee of $2,000 for financial planning."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041708","page":"https://plannerfees.com/planners/golzar-investment-group-llc-313194/"},{"crd":335503,"name":"Gomez Financial Planning","city":"Bakersfield","state":"CA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"If the allocated hours for a flat-fee plan are exceeded due to the complexity of a client’s needs, additional hours are billed at the hourly rate of $150/hour."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048468","page":"https://plannerfees.com/planners/gomez-financial-planning-335503/"},{"crd":324354,"name":"Good Balance FP LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[350,350],"annual":[5000,12000]},"sourceSentences":{"annual":"As a fixed fee, typically ranging from $5,000 - $12,000 annually, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be produced.","hourly":"In rare circumstances, on an hourly basis at $350 per hour. 6 An estimate for total hours may be determined at the start of the advisory relationship. 50% of the estimated hourly fee may be due upon signing the advisory agreement, with the balance due upon presentation of the plan to the client."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012192","page":"https://plannerfees.com/planners/good-balance-fp-llc-324354/"},{"crd":325406,"name":"Good Better Best Financial Planning LLC","city":"Idaho Falls","state":"ID","fees":{"hourly":[250,250],"flat":[300,1200],"monthly":[75,450]},"sourceSentences":{"flat":"Basic Comprehensive Advanced One-Time Fee of $300 One-Time Fee of $600 One-Time fee of $1200 +$75/Month +$150/Month +$450/Month The fees are dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other…","monthly":"Basic Comprehensive Advanced One-Time Fee of $300 One-Time Fee of $600 One-Time fee of $1200 +$75/Month +$150/Month +$450/Month The fees are dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other…","hourly":"Our hourly rate is $250."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039804","page":"https://plannerfees.com/planners/good-better-best-financial-planning-llc-325406/"},{"crd":143492,"name":"Good Harbor Advisors, Inc.","city":"Gloucester","state":"MA","fees":{"hourly":[300,300],"flat":[1000,10000]},"sourceSentences":{"flat":"GHA will charge a fixed fee that ranges from $1,000.00 to $10,000.00 for broadbased planning services.","hourly":"GHA charges an hourly fee of $300 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad-based written financial plan."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049717","page":"https://plannerfees.com/planners/good-harbor-advisors-inc-143492/"},{"crd":171175,"name":"Good Life Wealth Management LLC","city":"Hot Springs","state":"AR","fees":{"quarterly":[2500,2500]},"sourceSentences":{"quarterly":"Clients who seek financial planning without managing your investments will be assessed a $2,500 quarterly fee which is due at the beginning of each quarter."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015911","page":"https://plannerfees.com/planners/good-life-wealth-management-llc-171175/"},{"crd":338208,"name":"Good Luck Ny Inc.","city":"Spring Valley","state":"NY","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $350 per hour."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999538","page":"https://plannerfees.com/planners/good-luck-ny-inc-338208/"},{"crd":311935,"name":"Good News Financial & Investment Advisors, LLC","city":"Largo","state":"MD","fees":{"hourly":[150,150],"flat":[250,2500]},"sourceSentences":{"flat":"AND CONSULTING Good News charges a fixed fee between $250 and $2500 or an hourly rate of $150 for financial planning based on complexity and the Client’s unique situation.","hourly":"AND CONSULTING Good News charges a fixed fee between $250 and $2500 or an hourly rate of $150 for financial planning based on complexity and the Client’s unique situation."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=992858","page":"https://plannerfees.com/planners/good-news-financial-investment-advisors-llc-311935/"},{"crd":114637,"name":"Goodman Financial Corporation","city":"Houston","state":"TX","fees":{"hourly":[100,400]},"sourceSentences":{"hourly":"Fees for these consulting services will be billed on an hourly basis at rates ranging from $100/hour to $400/hour."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042726","page":"https://plannerfees.com/planners/goodman-financial-corporation-114637/"},{"crd":116462,"name":"Goodrich & Associates, LLC","city":"Bellingham","state":"WA","fees":{"hourly":[150,150],"flat":[500,500]},"sourceSentences":{"flat":"A $500 fee is required to engage our services.","hourly":"Financial Services are billed at $150/hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018725","page":"https://plannerfees.com/planners/goodrich-associates-llc-116462/"},{"crd":323934,"name":"Goodrich Financial Advisory LLC","city":"Santa Fe","state":"TX","fees":{"flat":[1500,10000],"monthly":[1500,30000],"annual":[18000,360000]},"sourceSentences":{"flat":"4 The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.","monthly":"Business Financial Planning and Analysis (FP&A) Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,500 and $30,000 monthly ($18,000 and $360,000 annually) depending on the complexity and needs of the client.","annual":"Business Financial Planning and Analysis (FP&A) Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,500 and $30,000 monthly ($18,000 and $360,000 annually) depending on the complexity and needs of the client."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013362","page":"https://plannerfees.com/planners/goodrich-financial-advisory-llc-323934/"},{"crd":282910,"name":"Goodstein Wealth Management LLC","city":"Encino","state":"CA","fees":{"hourly":[320,320],"flat":[500,5500]},"sourceSentences":{"hourly":"Services are provided at an hourly rate of $320 or a fixed fee ranging from $500 to $5,500, depending on the scope and intricacy of the plan.","flat":"Services are provided at an hourly rate of $320 or a fixed fee ranging from $500 to $5,500, depending on the scope and intricacy of the plan."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019727","page":"https://plannerfees.com/planners/goodstein-wealth-management-llc-282910/"},{"crd":131193,"name":"Goodwin Investment Advisory","city":"Woodstock","state":"GA","fees":{"hourly":[375,375],"quarterly":[1875,1875]},"sourceSentences":{"quarterly":"GIA charges a minimum fee of $1,875 per quarter.","hourly":"Fees for financial consulting are billed an hourly fee of $375 an hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033607","page":"https://plannerfees.com/planners/goodwin-investment-advisory-131193/"},{"crd":121362,"name":"Gordian Advisors, LLC","city":"Tucson","state":"AZ","fees":{"hourly":[200,200],"quarterly":[2500,2500],"annual":[10000,10000]},"sourceSentences":{"annual":"The fees for a managed or advisory portfolio are based either on a flat annual fee or on an annual percentage of managed assets, with a minimum fee of $10,000 per year ($2,500 per quarter).","quarterly":"The fees for a managed or advisory portfolio are based either on a flat annual fee or on an annual percentage of managed assets, with a minimum fee of $10,000 per year ($2,500 per quarter).","hourly":"The fee for comprehensive financial plans, portfolio consulting and other project work is either billed at $200 per hour or performed on a “flat fee” basis in agreement with the client."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012698","page":"https://plannerfees.com/planners/gordian-advisors-llc-121362/"},{"crd":310697,"name":"Gordon Oak Financial, LLC","city":"Plano","state":"TX","fees":{"flat":[5000,10000]},"sourceSentences":{"flat":"If a client has annual income of $100,000 but net worth of $1,000,000, then planning fees may be targeted $5,000 - $10,000."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054764","page":"https://plannerfees.com/planners/gordon-oak-financial-llc-310697/"},{"crd":159606,"name":"Gorham Wealth Management, LLC","city":"Golden","state":"CO","fees":{"hourly":[250,250],"flat":[250,250]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a range of $250 to a maximum of $1,000 based on investible assets.","hourly":"Services are offered based upon a rate of $250 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024657","page":"https://plannerfees.com/planners/gorham-wealth-management-llc-159606/"},{"crd":128727,"name":"Gorman Financial Management","city":"Norwell","state":"MA","fees":{"annual":[6000,6000]},"sourceSentences":{"annual":"While all fees are negotiable, a minimum annual fee of $6,000 generally applies and clients in rare instances may incur additional hourly charges when they request work outside the scope of the engagement. 3 rev. 01/01/2026 Item 5 Fees and Compensation (continued) Client Investment Resources and Fee Guidelines…"},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001951","page":"https://plannerfees.com/planners/gorman-financial-management-128727/"},{"crd":340315,"name":"Gosch Wealth Advisory","city":"Magnolia","state":"TX","fees":{"flat":[2500,2500],"monthly":[625,625]},"sourceSentences":{"flat":"A flat fee of $2,500. ●​ Payment Terms:","monthly":"A flat fee of $625 per month. ●​ Payment Terms:"},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056167","page":"https://plannerfees.com/planners/gosch-wealth-advisory-340315/"},{"crd":152268,"name":"Gosho Financial 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complexity."},"brochureDate":"5/5/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=912498","page":"https://plannerfees.com/planners/gotham-block-llc-290005/"},{"crd":337578,"name":"Gotman-Matusovskaya, Julie Evgenievna","city":"Los Angeles","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour with a minimum of 2 hours."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007931","page":"https://plannerfees.com/planners/gotman-matusovskaya-julie-evgenievna-337578/"},{"crd":328034,"name":"Goto Financial Advisory LLC","city":"Franklin","state":"TN","fees":{"hourly":[200,200],"flat":[975,975]},"sourceSentences":{"hourly":"The hourly fee for these services is $200.","flat":"Comprehensive financial planning - $975 Retirement income planning - $975 Periodic planning review - $600 4 Clients may terminate the agreement without penalty, for a full refund of GFAL’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"7/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052229","page":"https://plannerfees.com/planners/goto-financial-advisory-llc-328034/"},{"crd":332903,"name":"Gouda Wealth Planning","city":"Montebello","state":"CA","fees":{"flat":[1000,2500]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $2,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032442","page":"https://plannerfees.com/planners/gouda-wealth-planning-332903/"},{"crd":290227,"name":"GPS Financial, LLC","city":"Pittsford","state":"NY","fees":{"hourly":[300,300],"flat":[300,300]},"sourceSentences":{"flat":"Please note that our firm has raised its minimum standalone financial planning fee to $300, please see Item 5 for more information. 2 Item 3:","hourly":"Hourly financial planning fees are charged at an hourly rate of $300 and are paid 100% in arrears, upon completion of the agreed upon work."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020080","page":"https://plannerfees.com/planners/gps-financial-llc-290227/"},{"crd":333381,"name":"GPS Investments","city":"Scottsdale","state":"AZ","fees":{"flat":[1500,10000]},"sourceSentences":{"flat":"GPS Investments offers standalone financial planning services for a fixed engagement fee ranging from $1,500 to $10,000 per engagement."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027962","page":"https://plannerfees.com/planners/gps-investments-333381/"},{"crd":150054,"name":"Grace Capital Management, LLC","city":"Austin","state":"TX","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"GCM charges an hourly fee of $500 per hour when a client is interested in a one-time engagement that does not include ongoing financial advice and/or asset management services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030134","page":"https://plannerfees.com/planners/grace-capital-management-llc-150054/"},{"crd":168912,"name":"Gradient Capital Advisors, LLC","city":"San Diego","state":"CA","fees":{"hourly":[100,350],"flat":[500,10000]},"sourceSentences":{"hourly":"Our hourly fees range from $100 to $350 and our flat fees generally range from $500 to $10,000.","flat":"Our hourly fees range from $100 to $350 and our flat fees generally range from $500 to $10,000."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012317","page":"https://plannerfees.com/planners/gradient-capital-advisors-llc-168912/"},{"crd":153441,"name":"Graf Financial, L.L.C.","city":"Baton Rouge","state":"LA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"We offer financial planning services for $200 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023573","page":"https://plannerfees.com/planners/graf-financial-l-l-c-153441/"},{"crd":154976,"name":"Graff Financial LLC","city":"Edina","state":"MN","fees":{"hourly":[200,250]},"sourceSentences":{"hourly":"Hourly planning fees range from $200-$250/hour and are negotiable."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007895","page":"https://plannerfees.com/planners/graff-financial-llc-154976/"},{"crd":104612,"name":"Graham, Bordelon, Golson & Gilbert, Inc.","city":"Monroe","state":"LA","fees":{"hourly":[100,350],"annual":[250,25000]},"sourceSentences":{"hourly":"Under the hourly fee structure, you are billed at an hourly rate of $100 - $350 depending on the complexity of the project.","annual":"Under the flat fee program, you will be quoted a fee in advance ranging from $250 to $25,000 annually depending upon numerous factors including, but not limited to, the complexity of your situation and the scope of the project."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015874","page":"https://plannerfees.com/planners/graham-bordelon-golson-gilbert-inc-104612/"},{"crd":326766,"name":"Granace Capital LLC","city":"New York","state":"NY","fees":{"hourly":[600,600]},"sourceSentences":{"hourly":"Granace Capital offers financial planning services at an hourly rate of $600."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008683","page":"https://plannerfees.com/planners/granace-capital-llc-326766/"},{"crd":285812,"name":"Granada Wealth Management, LLC","city":"Davidson","state":"NC","fees":{"hourly":[300,300],"annual":[3000,18000]},"sourceSentences":{"annual":"Fees for Advisory Services Financial Planning and Investment Management Services Annual Fee - $3,000 - $18,000 Granada is focused on providing comprehensive financial planning and investment management for a fixed annual fee based upon Granada's understanding of the complexity of a client’s financial situation and…","hourly":"Consultation Project-based financial planning services are offered at a rate of $300 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013978","page":"https://plannerfees.com/planners/granada-wealth-management-llc-285812/"},{"crd":149176,"name":"Grand Arbor Advisors","city":"Richland Hills","state":"TX","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Fixed fees refer to written financial plans, which range from $200 to $2,000, depending on the complexity of a client's financial situation."},"brochureDate":"1/29/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=873988","page":"https://plannerfees.com/planners/grand-arbor-advisors-149176/"},{"crd":300197,"name":"Grand Central Financial Planning","city":"New York","state":"NY","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Advice: $450 per hour After the initial Portfolio Review were your circumstances to change, or you think changes need to be made due to market movements, or you had a quick question you wanted help with, or if you just wanted an annual check-up to confirm that everything is in order, time can be booked on an hourly…"},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008975","page":"https://plannerfees.com/planners/grand-central-financial-planning-300197/"},{"crd":172537,"name":"Grand Central Investment Group, LLC","city":"Tampa","state":"FL","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"The hourly charge for financial planning services is a maximum of $450 per hour and the flat rate fee is the greater of $1,000 or .25% of assets advised on."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043147","page":"https://plannerfees.com/planners/grand-central-investment-group-llc-172537/"},{"crd":322132,"name":"Grand Life Financial LLC","city":"Summit","state":"NJ","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"For any unearned asset-based fees paid in advance, the refunded fee will be equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination. *The daily rate is calculated by dividing the annual asset-based…"},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008082","page":"https://plannerfees.com/planners/grand-life-financial-llc-322132/"},{"crd":165488,"name":"Grand Street Wealth Management, LLC","city":"Ann Arbor","state":"MI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly fee for this service is $200."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025404","page":"https://plannerfees.com/planners/grand-street-wealth-management-llc-165488/"},{"crd":135745,"name":"Granderson Wealth Management Group Inc","city":"Denver","state":"CO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Table 3~~Financial Planning Fees SERVICE PROVIDED Hourly Rate Retirement Module Modular Plan Comprehensive Plan MINIMUM FEE $250/hour $500 $1,000 $3,000 These fees are negotiable."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038889","page":"https://plannerfees.com/planners/granderson-wealth-management-group-inc-135745/"},{"crd":284917,"name":"Granite Financial Advisors, Inc.","city":"Lewisburg","state":"PA","fees":{"flat":[300,300]},"sourceSentences":{"flat":"The fee for financial planning is a flat fee of $300 payable to Granite Financial Advisors by personal check."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001615","page":"https://plannerfees.com/planners/granite-financial-advisors-inc-284917/"},{"crd":168675,"name":"Granite Financial Group","city":"Brookfield","state":"WI","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $350 per hour.","flat":"Services are offered based on a flat fee between $1,500 and $10,000."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005938","page":"https://plannerfees.com/planners/granite-financial-group-168675/"},{"crd":179523,"name":"Granite Harbor Advisors, Inc.","city":"Houston","state":"TX","fees":{"hourly":[1000,1000]},"sourceSentences":{"hourly":"Our maximum hourly fee is $1,000, and our maximum flat fee is $150,000."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054482","page":"https://plannerfees.com/planners/granite-harbor-advisors-inc-179523/"},{"crd":137219,"name":"Granite Hill Capital Management, LLC","city":"Ridgefield","state":"CT","fees":{"hourly":[200,200],"annual":[1000,1000]},"sourceSentences":{"hourly":"Services fees will be charged at $200 per hour.","annual":"For accounts over $1,000,000, SEI's charge is $1,000 per year."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040359","page":"https://plannerfees.com/planners/granite-hill-capital-management-llc-137219/"},{"crd":328115,"name":"Granite Rose Wealth Alliance LLC","city":"Fairfield","state":"NJ","fees":{"hourly":[300,300],"flat":[1000,10000],"monthly":[300,300],"annual":[3600,3600]},"sourceSentences":{"annual":"Granite Wealth’s financial planning and consulting fees are negotiable, but generally consist of either an annual retainer of $3,600 ($300/month), $1,000 to $10,000 on a fixed fee basis and/or $300 per hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","monthly":"Granite Wealth’s financial planning and consulting fees are negotiable, but generally consist of either an annual retainer of $3,600 ($300/month), $1,000 to $10,000 on a fixed fee basis and/or $300 per hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","flat":"Granite Wealth’s financial planning and consulting fees are negotiable, but generally consist of either an annual retainer of $3,600 ($300/month), $1,000 to $10,000 on a fixed fee basis and/or $300 per hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Granite Wealth’s financial planning and consulting fees are negotiable, but generally consist of either an annual retainer of $3,600 ($300/month), $1,000 to $10,000 on a fixed fee basis and/or $300 per hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049236","page":"https://plannerfees.com/planners/granite-rose-wealth-alliance-llc-328115/"},{"crd":318892,"name":"Grant Asset Management, LLC","city":"Middletown","state":"NJ","fees":{"hourly":[200,500],"annual":[2500,15000]},"sourceSentences":{"annual":"The financial planning fees are negotiable, but generally range from $2,500.00 to $15,000.00 annually on a fixed fee basis and $200.00 to $500.00 on an hourly basis, depending upon the level and scope of the services required.","hourly":"The financial planning fees are negotiable, but generally range from $2,500.00 to $15,000.00 annually on a fixed fee basis and $200.00 to $500.00 on an hourly basis, depending upon the level and scope of the services required."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030353","page":"https://plannerfees.com/planners/grant-asset-management-llc-318892/"},{"crd":292917,"name":"Grant Private Wealth Management","city":"Pleasanton","state":"CA","fees":{"hourly":[250,250],"flat":[1500,15000],"annual":[10000,10000]},"sourceSentences":{"hourly":"One-time financial plan Financial Planning Services are offered based either for an hourly fee of $250 per hour or for a flat fee between $1,500 and $15,000.","flat":"One-time financial plan Financial Planning Services are offered based either for an hourly fee of $250 per hour or for a flat fee between $1,500 and $15,000.","annual":"Ongoing consultation GPWM will charge an annual fee of no more than $10,000 for ongoing consulting services."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047066","page":"https://plannerfees.com/planners/grant-private-wealth-management-292917/"},{"crd":106980,"name":"Grant Street Asset Management Inc","city":"Canonsburg","state":"PA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is $5,000."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041403","page":"https://plannerfees.com/planners/grant-street-asset-management-inc-106980/"},{"crd":158535,"name":"Grant Street Wealth Management, LTD.","city":"Columbus","state":"OH","fees":{"hourly":[150,150],"flat":[500,2000],"annual":[500,500]},"sourceSentences":{"hourly":"In some cases, we may charge an hourly fee of $150 per hour for financial planning or advisor coordination services, which is negotiable depending on the scope and complexity of the plan, your situation, your financial objectives, and/or the number of entities or advisors involved.","flat":"A one-time, flat fee for a financial plan ranges from $500 to $2,000.","annual":"Unsupervised Asset Investment Review: $500 per year"},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004653","page":"https://plannerfees.com/planners/grant-street-wealth-management-ltd-158535/"},{"crd":340110,"name":"Grantd Wealth, Inc.","city":"Denver","state":"CO","fees":{"flat":[2000,15000]},"sourceSentences":{"flat":"In these standalone financial planning engagements, the Firm charges a onetime flat fee that generally ranges from $2,000 to $15,000 and may be negotiable depending on the scope of services provided."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057512","page":"https://plannerfees.com/planners/grantd-wealth-inc-340110/"},{"crd":310272,"name":"Grantvest Financial Group LLC","city":"Matawan","state":"NJ","fees":{"hourly":[350,350],"flat":[1000,10000]},"sourceSentences":{"hourly":"GRANTvest Financial’s financial planning and consulting fees are negotiable, but generally are $350 on an hourly rate basis, and from $1,000 to $10,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","flat":"GRANTvest Financial’s financial planning and consulting fees are negotiable, but generally are $350 on an hourly rate basis, and from $1,000 to $10,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035632","page":"https://plannerfees.com/planners/grantvest-financial-group-llc-310272/"},{"crd":145983,"name":"Gratke Wealth, LLC","city":"Hillsboro","state":"OR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial planning services are based on a rate of $250.00 per hour."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009877","page":"https://plannerfees.com/planners/gratke-wealth-llc-145983/"},{"crd":328641,"name":"Gratus Wealth Advisors LLC","city":"Virginia Beach","state":"VA","fees":{"hourly":[0,500],"flat":[50000,50000]},"sourceSentences":{"flat":"Flat fees as well as Annual Ongoing Fees will not exceed $50,000.","hourly":"Hourly fees will range from $0.00 to $500 per hour."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058482","page":"https://plannerfees.com/planners/gratus-wealth-advisors-llc-328641/"},{"crd":333202,"name":"Gray Colt Financial Planning LLC","city":"St. Petersburg","state":"FL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"An hourly fee of $200 per hour is charged by Gray Colt Financial Planning for financial planning services under this arrangement."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004607","page":"https://plannerfees.com/planners/gray-colt-financial-planning-llc-333202/"},{"crd":157583,"name":"Gray Financial Planning LLC","city":"Mckinney","state":"TX","fees":{"hourly":[195,195]},"sourceSentences":{"hourly":"Fees for these services are $195 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017030","page":"https://plannerfees.com/planners/gray-financial-planning-llc-157583/"},{"crd":319415,"name":"Gray Wealth Strategies LLC","city":"Bend","state":"OR","fees":{"hourly":[400,400],"flat":[500,15000],"annual":[6000,30000]},"sourceSentences":{"annual":"The annual fee will range between $6,000 - $30,000, will be based on complexity and needs of the Client, and may be negotiable.","flat":"Fees for Project-Based Financial Planning for engagements range between $500 - $15,000.","hourly":"Our hourly rate is $400 per hour."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002282","page":"https://plannerfees.com/planners/gray-wealth-strategies-llc-319415/"},{"crd":340511,"name":"Graychase Wealth Advisory LLC","city":"San 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$250."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036044","page":"https://plannerfees.com/planners/great-lakes-benefits-and-wealth-management-140440/"},{"crd":127780,"name":"Great Oak Wealth Management, Inc","city":"Pottstown","state":"PA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis of $300 per hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005874","page":"https://plannerfees.com/planners/great-oak-wealth-management-inc-127780/"},{"crd":331567,"name":"Great Ocean Road Financial","city":"Lewes","state":"DE","fees":{"hourly":[600,600]},"sourceSentences":{"hourly":"Hourly financial planning fees will not exceed $600 per hour and will be billed in 15-minute 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non-refundable."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011036","page":"https://plannerfees.com/planners/great-path-planning-284461/"},{"crd":127717,"name":"Great Plans Capital Management, LLC","city":"Cary","state":"NC","fees":{"annual":[1000,2000]},"sourceSentences":{"annual":"Fees for these types of ongoing services will range from $1000-$2000 per year."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021269","page":"https://plannerfees.com/planners/great-plans-capital-management-llc-127717/"},{"crd":147082,"name":"Great Point Wealth Advisors, LLC","city":"Boston","state":"MA","fees":{"hourly":[250,250],"flat":[1000,50000]},"sourceSentences":{"hourly":"Special Projects Great Point offers consulting services on an hourly basis for $250 per hour, or on a flat fee basis from $1,000 to $50,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.","flat":"Special Projects Great Point offers consulting services on an hourly basis for $250 per hour, or on a flat fee basis from $1,000 to $50,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028668","page":"https://plannerfees.com/planners/great-point-wealth-advisors-llc-147082/"},{"crd":314172,"name":"Great River Financial","city":"Plymouth","state":"MN","fees":{"hourly":[300,400]},"sourceSentences":{"hourly":"Hourly financial planning engagements are offered on a limited basis at an hourly rate ranging from $300 - $400, for limited scope projects."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008150","page":"https://plannerfees.com/planners/great-river-financial-314172/"},{"crd":123913,"name":"Great Valley Advisor Group, LLC","city":"Berwyn","state":"PA","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"Such fees typically do not exceed $2,500 per year, but this fee is also negotiable, and may exceed this amount depending upon the complexity and scope of the plan, the client’s financial situation, and objectives."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057441","page":"https://plannerfees.com/planners/great-valley-advisor-group-llc-123913/"},{"crd":339647,"name":"Great Valley Tax & Financial Services","city":"Paoli","state":"PA","fees":{"hourly":[250,250],"flat":[3500,3500]},"sourceSentences":{"hourly":"The current rate is $250 per hour.","flat":"Our Financial Planning Preparation flat fee is $3,500 and it includes a full review of Clients’ investments, goals, risk assessment, and recommendations."},"brochureDate":"12/24/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999379","page":"https://plannerfees.com/planners/great-valley-tax-financial-services-339647/"},{"crd":308215,"name":"Great Waters Financial","city":"Shoreview","state":"MN","fees":{"hourly":[150,350],"flat":[2000,4500]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $4,500 on a fixed fee basis, and from $150 to $350 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $4,500 on a fixed fee basis, and from $150 to $350 on an 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request."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057633","page":"https://plannerfees.com/planners/greatdane-investment-llc-318880/"},{"crd":342073,"name":"Greater Financial","city":"Sarasota","state":"FL","fees":{"flat":[1500,3000],"monthly":[350,2000]},"sourceSentences":{"flat":"Method of Compensation and Fee Schedule WEALTH STRATGY - 3- Wealth Strategy services are offered for an initial fixed fee between $1,500 and $3,000 for the initial financial plan.","monthly":"Thereafter, fees are due monthly in arrears and are based on a flat monthly fee between $350 and $2,000 per month."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047912","page":"https://plannerfees.com/planners/greater-financial-342073/"},{"crd":313918,"name":"Greater Good Financial","city":"Apple Valley","state":"MN","fees":{"flat":[1500,1500],"monthly":[250,250]},"sourceSentences":{"flat":"Any interim meetings will be initiated by the client. ➢ Ongoing Comprehensive Financial Planning Only Ongoing Financial Planning consists of an initial charge of $1500 and an ongoing fee that is paid monthly, in arrears, at the rate of $250 per month.","monthly":"Any interim meetings will be initiated by the client. ➢ Ongoing Comprehensive Financial Planning Only Ongoing Financial Planning consists of an initial charge of $1500 and an ongoing fee that is paid monthly, in arrears, at the rate of $250 per month."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000298","page":"https://plannerfees.com/planners/greater-good-financial-313918/"},{"crd":281703,"name":"Greater Than 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$2,400."},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052515","page":"https://plannerfees.com/planners/greater-than-financial-281703/"},{"crd":326978,"name":"Greater Wealth","city":"Westport","state":"CT","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"$5,000 for the preparation of a holistic financial plan."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026503","page":"https://plannerfees.com/planners/greater-wealth-326978/"},{"crd":321786,"name":"Greater Works Wealth","city":"Tulsa","state":"OK","fees":{"hourly":[250,250],"flat":[150,1000],"monthly":[150,500],"quarterly":[450,1500]},"sourceSentences":{"flat":"Ongoing Financial Planning GWW collects an initial fee, ranging from $150 to $1,000.","monthly":"Fees are paid monthly or quarterly in arrears, ranging from $150 to $500 per month or $450 to $1,500 per quarter..","quarterly":"Fees are paid monthly or quarterly in arrears, ranging from $150 to $500 per month or $450 to $1,500 per quarter..","hourly":"Our hourly rate is $250."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=948451","page":"https://plannerfees.com/planners/greater-works-wealth-321786/"},{"crd":339073,"name":"Green Beret Financial Planning","city":"Orlando","state":"FL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Hourly fees are generally billed at $200 per hour."},"brochureDate":"12/8/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997964","page":"https://plannerfees.com/planners/green-beret-financial-planning-339073/"},{"crd":323357,"name":"Green Capital Private Wealth","city":"Miami","state":"FL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"BASIS Hourly fees are charged at a rate of $300.00 per planner-hour, including meeting time and preparation time (the \"Hourly Fee\")."},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050590","page":"https://plannerfees.com/planners/green-capital-private-wealth-323357/"},{"crd":156156,"name":"Green Drake Advisors LLC","city":"Bryn Mawr","state":"PA","fees":{"hourly":[150,1200]},"sourceSentences":{"hourly":"These fees are negotiable but may generally range from $2,500 to $10,000 or more on a fixed fee basis and/or from $150 to $1,200 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the consulting services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030901","page":"https://plannerfees.com/planners/green-drake-advisors-llc-156156/"},{"crd":158630,"name":"Green Harvest, Green Harvest Capital 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plan."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008152","page":"https://plannerfees.com/planners/green-harvest-green-harvest-capital-management-158630/"},{"crd":337250,"name":"Green Leaf Advisors","city":"New Bethlehem","state":"PA","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $500 to $5,000."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005332","page":"https://plannerfees.com/planners/green-leaf-advisors-337250/"},{"crd":316465,"name":"Green Musa Capital, LLC","city":"Fort Lauderdale","state":"FL","fees":{"hourly":[200,1000]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $200 and $1,000."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044776","page":"https://plannerfees.com/planners/green-musa-capital-llc-316465/"},{"crd":321145,"name":"Green Ocean Global Advisors LLC","city":"San Francisco","state":"CA","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is the minimum of $500.","hourly":"This fee is based on a $250 hourly fee, with the minimum engagement being 2 hours."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=974224","page":"https://plannerfees.com/planners/green-ocean-global-advisors-llc-321145/"},{"crd":282395,"name":"Green Trail Investments, LLC","city":"Wexford","state":"PA","fees":{"hourly":[225,225],"flat":[1500,5000]},"sourceSentences":{"hourly":"- 2Green Trail Investments, LLC FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable hourly fee of $225 per hour or a fixed fee ranging from $1,500 to $5,000.","flat":"- 2Green Trail Investments, LLC FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable hourly fee of $225 per hour or a fixed fee ranging from $1,500 to $5,000."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005562","page":"https://plannerfees.com/planners/green-trail-investments-llc-282395/"},{"crd":329988,"name":"Green Trails Wealth LLC","city":"Wayne","state":"PA","fees":{"flat":[500,10000],"monthly":[100,2000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Services Comprehensive Financial Planning consists of an initial fee (“Initial Fee”) of $500-$10,000 and an ongoing fee (“Ongoing Fee”) that is paid monthly, in arrears, at the rate of $100-$2,000 per month.","monthly":"Comprehensive Financial Planning Services Comprehensive Financial Planning consists of an initial fee (“Initial Fee”) of $500-$10,000 and an ongoing fee (“Ongoing Fee”) that is paid monthly, in arrears, at the rate of $100-$2,000 per month."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019277","page":"https://plannerfees.com/planners/green-trails-wealth-llc-329988/"},{"crd":331662,"name":"Green Tree Wealth, Inc","city":"Bend","state":"OR","fees":{"hourly":[250,400],"flat":[3500,7500],"monthly":[400,600]},"sourceSentences":{"flat":"Comprehensive financial planning services range between $3,500 and $7,500.","monthly":"Ongoing financial planning fees range between $400 and $600 per month.","hourly":"Page 5 ADV Part 2A – 6/4/2024 Financial consulting services range between $250 and $400 per hour."},"brochureDate":"6/4/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=915312","page":"https://plannerfees.com/planners/green-tree-wealth-inc-331662/"},{"crd":148082,"name":"Green View Advisors LLC","city":"Chevy Chase","state":"MD","fees":{"hourly":[300,300],"flat":[2750,4000]},"sourceSentences":{"flat":"Clients who sign up for a financial plan pay a fixed fee quoted in advance in a range of $2,750 to $4,000.","hourly":"A rate of $300 per hour is charged for both hourly and a fixed fee financial plan."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008357","page":"https://plannerfees.com/planners/green-view-advisors-llc-148082/"},{"crd":296855,"name":"Green Vista Asset Management LLC","city":"Winter Park","state":"FL","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"We charge an hourly fee of $100.00 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021286","page":"https://plannerfees.com/planners/green-vista-asset-management-llc-296855/"},{"crd":311959,"name":"Green Wing Financial Solutions LLC","city":"Watkinsville","state":"GA","fees":{"hourly":[200,200],"monthly":[255,255]},"sourceSentences":{"monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $255 per month.","hourly":"Financial Planning engagements are offered at an hourly rate of $200 per 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monthly installments.","hourly":"Our hourly rate is $500."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043336","page":"https://plannerfees.com/planners/greenbook-financial-341212/"},{"crd":283473,"name":"Greenbridge Investment Management, LLC","city":"Lake Oswego","state":"OR","fees":{"hourly":[175,175],"flat":[1000,5000]},"sourceSentences":{"hourly":"Fees for financial planning services are based on a rate of $175 per hour.","flat":"In certain cases, we may offer projects for a fixed fee, which are typically from $1,000 to $5,000, depending on the level, depth and complexity of service."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046402","page":"https://plannerfees.com/planners/greenbridge-investment-management-llc-283473/"},{"crd":304445,"name":"Greenbridge Partners 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annually on a fixed fee, subscription basis depending on the service needs of the client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036500","page":"https://plannerfees.com/planners/greenrock-wealth-management-llc-275030/"},{"crd":132669,"name":"Greenspring Advisors, LLC","city":"Towson","state":"MD","fees":{"hourly":[150,750],"flat":[2000,150000],"annual":[10000,10000]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $2,000 to $150,000, depending on the specific arrangement reached with the client.","hourly":"Alternatively, our Financial Planning fees may be calculated and charged on an hourly basis, ranging from $150 to $750 per hour.","annual":"A total minimum annual fee of $10,000 is generally required, although exceptions may be granted to this minimum at the discretion of Greenspring."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048095","page":"https://plannerfees.com/planners/greenspring-advisors-llc-132669/"},{"crd":335862,"name":"Greenstone Belt Wealth Advisors, LLC","city":"Chicago","state":"IL","fees":{"hourly":[100,500],"flat":[500,25000]},"sourceSentences":{"flat":"Fixed fees generally range between $500 and $25,000.","hourly":"Hourly fees range from $100 to $500 per hour and are based on the complexity of the work and the experience and training of the Firm’s personnel involved."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028501","page":"https://plannerfees.com/planners/greenstone-belt-wealth-advisors-llc-335862/"},{"crd":305311,"name":"Greenstone Wealth Management","city":"Forest 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planning is between $100 -$500 an hour."},"brochureDate":"9/28/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=861379","page":"https://plannerfees.com/planners/greensview-wealth-management-297321/"},{"crd":311391,"name":"Greenup Street Wealth Management LLC","city":"Overland Park","state":"KS","fees":{"flat":[3000,3000],"monthly":[250,250]},"sourceSentences":{"monthly":"Standard financial planning on a monthly basis will be $250 per month.","flat":"Flat fee will be $3,000 and based on the GSWML's discretion."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027957","page":"https://plannerfees.com/planners/greenup-street-wealth-management-llc-311391/"},{"crd":168353,"name":"Greenway Financial Advisors 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client."},"brochureDate":"2/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013073","page":"https://plannerfees.com/planners/greenway-financial-planning-llc-299070/"},{"crd":290727,"name":"Greenway Wealth Advisors, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[150,350]},"sourceSentences":{"hourly":"Financial Planning fee is an hourly rate between $150.00 and $350.00 per hour, depending on complexity."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047146","page":"https://plannerfees.com/planners/greenway-wealth-advisors-llc-290727/"},{"crd":135475,"name":"Greg Hodges Financial Advisory","city":"Normal","state":"IL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee is $150/hour; a retainer fee would be based upon the scope of the engagement."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005262","page":"https://plannerfees.com/planners/greg-hodges-financial-advisory-135475/"},{"crd":112537,"name":"Gregory Advisors Inc.","city":"Huntington Beach","state":"CA","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"Gregory’s planning and consulting fees are negotiable but generally range from $3,500 to $10,000 on a fixed fee basis, and from $100 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s). 50% of financial planning fees are due…"},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001908","page":"https://plannerfees.com/planners/gregory-advisors-inc-112537/"},{"crd":335745,"name":"Gregory Financial 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M Doherty, CPA","city":"Dedham","state":"MA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"A…I am a fee only financial planner, my Asset Management Fee is ½ of 1%, annually or $250 per hour depending on the nature of the engagement, either on-going or consultation only."},"brochureDate":"1/21/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=937053","page":"https://plannerfees.com/planners/gregory-m-doherty-cpa-129532/"},{"crd":116220,"name":"Gremler Financial Corp","city":"Cumming","state":"IA","fees":{"hourly":[0,250],"flat":[0,5000]},"sourceSentences":{"flat":"Fixed fees typically range from $0 to $5,000 depending on the specific arrangement between the IAR and the client.","hourly":"Hourly fees range from $0 to $250 per hour."},"brochureDate":"3/24/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=694582","page":"https://plannerfees.com/planners/gremler-financial-corp-116220/"},{"crd":338850,"name":"Grey Kirwan Financial","city":"Reston","state":"VA","fees":{"hourly":[400,400],"flat":[20000,20000]},"sourceSentences":{"flat":"Financial planning and consulting services are offered for a fixed fee not to exceed $20,000 or at an hourly rate not to exceed $400, billed in arrears.","hourly":"Financial planning and consulting services are offered for a fixed fee not to exceed $20,000 or at an hourly rate not to exceed $400, billed in arrears."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053794","page":"https://plannerfees.com/planners/grey-kirwan-financial-338850/"},{"crd":124867,"name":"Grey Ledge Advisors, 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$300."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038322","page":"https://plannerfees.com/planners/grey-private-capital-326464/"},{"crd":327490,"name":"Greybridge Private Wealth","city":"San Antonio","state":"TX","fees":{"hourly":[250,500],"flat":[1500,25000]},"sourceSentences":{"flat":"At our discretion, fees for financial planning services may be negotiated; however, VWP will typically charge a fixed fee for financial planning which generally ranges between $1,500 and $25,000.","hourly":"In limited circumstances, we will charge an hourly fee between $250 and $500 per hour for financial planning services."},"brochureDate":"1/16/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=871486","page":"https://plannerfees.com/planners/greybridge-private-wealth-327490/"},{"crd":284989,"name":"Greyhawk Advisors LLC","city":"New 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investment consulting fee will not exceed $250.00 per hour to construct an Investment Policy Statement and/or customized investment portfolio.","flat":"Coordinated Planning Coordinated financial planning services are offered on an hourly rate not to exceed $250 with a maximum fixed fee not to exceed $20,000 for the initial engagement."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044024","page":"https://plannerfees.com/planners/griffith-werner-inc-136380/"},{"crd":304317,"name":"Grigg Financial, LLC","city":"Timonium","state":"MD","fees":{"hourly":[360,360]},"sourceSentences":{"hourly":"- Item 5 Financial Planning and Consulting Services Fees Grigg Financial, LLC will charge a maximum hourly fee of $360 per hour."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045131","page":"https://plannerfees.com/planners/grigg-financial-llc-304317/"},{"crd":311742,"name":"Grinnell Capital, LLC","city":"Park City","state":"UT","fees":{"flat":[1250,1250]},"sourceSentences":{"flat":"Services are offered based on a flat fee of $1,250."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011435","page":"https://plannerfees.com/planners/grinnell-capital-llc-311742/"},{"crd":305656,"name":"Grit and Lavender Financial Planning","city":"Brighton","state":"MI","fees":{"flat":[375,375],"monthly":[500,500]},"sourceSentences":{"monthly":"Fees for Comprehensive Wealth Management Services consist of an upfront charge of $1750 and an ongoing fee that is paid monthly, in arrears, at the rate of $500 per month for multiple-member households.","flat":"Fees for Collaborative Financial Planning consist of an upfront charge of $375 and an ongoing fee that is paid monthly, in arrears, at the rate of $250 per month."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035565","page":"https://plannerfees.com/planners/grit-and-lavender-financial-planning-305656/"},{"crd":290066,"name":"Grit Family Office, LLC","city":"Cedar Rapids","state":"IA","fees":{"hourly":[250,250],"flat":[25000,200000]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $25,000 and $200,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $250."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026024","page":"https://plannerfees.com/planners/grit-family-office-llc-290066/"},{"crd":342358,"name":"Grodzki Wealth Management, Inc.","city":"Orlando","state":"FL","fees":{"hourly":[150,150],"flat":[500,2500]},"sourceSentences":{"flat":"FULL FINANCIAL PLAN FEES Financial Planning Services are offered based on a flat fee between $500 and $2,500.","hourly":"CONSULTATION SERVICES FEES Consultation Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043284","page":"https://plannerfees.com/planners/grodzki-wealth-management-inc-342358/"},{"crd":129076,"name":"Groom Financial Advisory","city":"Virginia Beach","state":"VA","fees":{"hourly":[180,180],"quarterly":[375,375],"annual":[1500,1500]},"sourceSentences":{"hourly":"Fees for Financial Planning are $180 per hour.","quarterly":"The minimum fee is $375 per quarter ($1,500 per year.) At termination, fees will be billed on a pro rata basis for the portion of the quarter completed.","annual":"The minimum fee is $375 per quarter ($1,500 per year.) At termination, fees will be billed on a pro rata basis for the portion of the quarter completed."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011737","page":"https://plannerfees.com/planners/groom-financial-advisory-129076/"},{"crd":310057,"name":"Grosse Point Capital Management","city":"Evanston","state":"IL","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Our Financial Planning fee is $2,500 to $10,000 for a financial plan on a stand-alone basis."},"brochureDate":"3/21/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=892531","page":"https://plannerfees.com/planners/grosse-point-capital-management-310057/"},{"crd":128566,"name":"Grossman Financial Management","city":"Benicia","state":"CA","fees":{"hourly":[250,250],"quarterly":[6695,6695]},"sourceSentences":{"quarterly":"The quarterly fee would be $6,695 divided by 4, or $1,673.75 We will furnish investment advice or financial plans through consultations.","hourly":"Hourly fees will be in the range of $250."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014629","page":"https://plannerfees.com/planners/grossman-financial-management-128566/"},{"crd":323602,"name":"Grosso Wealth Management LLC","city":"Montclair","state":"NJ","fees":{"flat":[0,50000]},"sourceSentences":{"flat":"Fixed fee rates range between $0 and $50,000."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059620","page":"https://plannerfees.com/planners/grosso-wealth-management-llc-323602/"},{"crd":340435,"name":"Groundwork Financial Partners","city":"Phoenix","state":"AZ","fees":{"hourly":[250,250],"flat":[1500,3500]},"sourceSentences":{"flat":"Ongoing Financial Planning 9 GFP collects an initial fee of $1,500 - $3,500.","hourly":"Our hourly rate is $250."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029064","page":"https://plannerfees.com/planners/groundwork-financial-partners-340435/"},{"crd":107703,"name":"Grove Street Fiduciary, LLC","city":"Peterborough","state":"NH","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Subsequent meetings are $450 per hour."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014524","page":"https://plannerfees.com/planners/grove-street-fiduciary-llc-107703/"},{"crd":285295,"name":"Grow Planning, LLC","city":"Highland Beach","state":"FL","fees":{"hourly":[150,400],"flat":[500,4900]},"sourceSentences":{"flat":"In other words, the firm receives no compensation from Betterment if a wrap fee program is chosen. 11 ​ ​ ​ ​ ​ ​ ​ ​ ​ Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge in the range of $500 - $4,900 based on the complexity of the client's situation.","hourly":"In special circumstances it may be offered on a hourly basis at a rate of $150.00 to $ 400.00 per hour, depending on the nature of the specified services."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004015","page":"https://plannerfees.com/planners/grow-planning-llc-285295/"},{"crd":299304,"name":"Grow With Me","city":"Las Vegas","state":"NV","fees":{"hourly":[150,350],"flat":[1500,15000]},"sourceSentences":{"flat":"The fixed fee can range between $1,500 and $15,000.","hourly":"Financial Planning will also be offered at an hourly rate between $150 and $350 per hour, depending on complexity."},"brochureDate":"3/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015816","page":"https://plannerfees.com/planners/grow-with-me-299304/"},{"crd":328037,"name":"Growth Horizons Wealth Management LLC","city":"Georgetown","state":"TX","fees":{"hourly":[350,350],"flat":[1000,20000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $20,000.","hourly":"Our hourly rate is $350."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040387","page":"https://plannerfees.com/planners/growth-horizons-wealth-management-llc-328037/"},{"crd":288188,"name":"Grundy Financial Advisory Services","city":"Township Of Washington","state":"NJ","fees":{"hourly":[215,215],"flat":[3200,4500]},"sourceSentences":{"flat":"The fixed fee for a written financial plan is typically between $3,200 and $4,500.","hourly":"GFAS may charge an hourly fee of $215 in an engagement addressing a limited number or a specific financial issue."},"brochureDate":"4/7/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=482900","page":"https://plannerfees.com/planners/grundy-financial-advisory-services-288188/"},{"crd":288210,"name":"Gryphon Financial Partners","city":"Columbus","state":"OH","fees":{"hourly":[100,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"Hourly rates may range from $100 to $500 per hour based upon the knowledge and experience of the individual providing the work.","flat":"Total costs for financial plans, whether per hour or on a fixed basis, may range from as little as $10,000 to as much as $50,000 or more."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043227","page":"https://plannerfees.com/planners/gryphon-financial-partners-288210/"},{"crd":325689,"name":"Gsi Financials","city":"Eastham","state":"MA","fees":{"annual":[7800,9000]},"sourceSentences":{"annual":"Investment Advisory Services – (Subscription Plan) Account Types Individuals Couples Annual Retainer $7,800 $9,000 GSI Financials offers a subscription plan investment advisory service."},"brochureDate":"2/7/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=941411","page":"https://plannerfees.com/planners/gsi-financials-325689/"},{"crd":315874,"name":"GT Wealth LLC","city":"Lebanon","state":"PA","fees":{"annual":[3600,10000]},"sourceSentences":{"annual":"Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at a rate starting at $3,600 per year that will not exceed $10,000 per year."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021908","page":"https://plannerfees.com/planners/gt-wealth-llc-315874/"},{"crd":126273,"name":"GTG Wealth Management, LLC","city":"Elm Grove","state":"WI","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly rate for services is $150."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013207","page":"https://plannerfees.com/planners/gtg-wealth-management-llc-126273/"},{"crd":281340,"name":"Guanill Wealth Management","city":"Sacramento","state":"CA","fees":{"flat":[650,1000]},"sourceSentences":{"flat":"FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on a fixed fee of $650-$1,000 based on complexity and unique client needs."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012405","page":"https://plannerfees.com/planners/guanill-wealth-management-281340/"},{"crd":330293,"name":"Guardian Brothers","city":"Boulder","state":"CO","fees":{"hourly":[150,150],"flat":[250,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $10,000.","hourly":"The negotiate hourly rate is $150."},"brochureDate":"9/24/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=925804","page":"https://plannerfees.com/planners/guardian-brothers-330293/"},{"crd":156015,"name":"Guardian Capital, LLC","city":"Wexford","state":"PA","fees":{"hourly":[150,150],"flat":[3000,3000]},"sourceSentences":{"flat":"- 10 - FINANCIAL PLANNING and CONSULTING FIXED FEES Financial Planning Services are available to all clients for a negotiable fixed fee with a maximum fee of $3,000.","hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008328","page":"https://plannerfees.com/planners/guardian-capital-llc-156015/"},{"crd":330612,"name":"Guardian Investment Management, LLC","city":"St. Louis","state":"MO","fees":{"hourly":[250,250],"annual":[500,500]},"sourceSentences":{"annual":"These fees are detailed below. * The minimum Annual fee billed will be $500.","hourly":"AND CONSULTING Financial Planning Services are offered based on an hourly fee of $250."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008006","page":"https://plannerfees.com/planners/guardian-investment-management-llc-330612/"},{"crd":120529,"name":"Guardian Rock Wealth Investment Management, Inc.","city":"Lisle","state":"IL","fees":{"flat":[3000,6000]},"sourceSentences":{"flat":"Fees for financial planning services range from $3,000 - $6,000 per engagement."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006264","page":"https://plannerfees.com/planners/guardian-rock-wealth-investment-management-inc-120529/"},{"crd":143254,"name":"Guardian Wealth Advisors, LLC","city":"St Louis Park","state":"MN","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"As a general matter, we charge a $2,600 minimum fee for comprehensive financial plans (which represents an eighthour minimum engagement at our standard hourly rate of $325)."},"brochureDate":"3/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023112","page":"https://plannerfees.com/planners/guardian-wealth-advisors-llc-143254/"},{"crd":340129,"name":"Guardian Wealth Advisory Services, LLC","city":"Tyrone","state":"GA","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"AND CONSULTING Guardian Wealth charges a fixed fee of $500-$2,500 based on complexity and unique Client needs for financial planning."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055291","page":"https://plannerfees.com/planners/guardian-wealth-advisory-services-llc-340129/"},{"crd":146923,"name":"Guardian Wealth Management","city":"Salt Lake City","state":"UT","fees":{"flat":[750,750]},"sourceSentences":{"flat":"GWM provides initial financial plans for a fixed fee of $750."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015233","page":"https://plannerfees.com/planners/guardian-wealth-management-146923/"},{"crd":154159,"name":"Guardian Wealth Management Inc.","city":"Peoria","state":"IL","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Hourly fees range from $150 to $250 per hour."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045577","page":"https://plannerfees.com/planners/guardian-wealth-management-inc-154159/"},{"crd":118668,"name":"Guardian Wealth Management, LLC","city":"Chattanooga","state":"TN","fees":{"hourly":[200,200],"flat":[2000,2000],"annual":[1200,1200]},"sourceSentences":{"hourly":"Our hourly fees are $200 for financial advisors with a $200 minimum.","flat":"Fees for a comprehensive Financial Plan are generally $2,000.","annual":"In all cases, we will not require a retainer exceeding $1,200 when services cannot be rendered within three (3) months."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050783","page":"https://plannerfees.com/planners/guardian-wealth-management-llc-118668/"},{"crd":167485,"name":"Guardian Wealth Strategies, LLC","city":"Minneapols","state":"MN","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"FINANCIAL PLANNING and CONSULTING GWS charges a fixed fee for financial planning with a maximum fee charged of $1,500."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010496","page":"https://plannerfees.com/planners/guardian-wealth-strategies-llc-167485/"},{"crd":172205,"name":"Guardsman Private Capital Management, Inc.","city":"Sarasota","state":"FL","fees":{"annual":[25000,25000]},"sourceSentences":{"annual":"Fees are subject to a $25,000 per year minimum, which may be waived at the discretion of GUARDSMAN."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020902","page":"https://plannerfees.com/planners/guardsman-private-capital-management-inc-172205/"},{"crd":299037,"name":"Guernsey Financial, LLC","city":"Pensacola","state":"FL","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Clients will pay a one-time (non-recurring) fixed fee of $500 for the MRI service."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059044","page":"https://plannerfees.com/planners/guernsey-financial-llc-299037/"},{"crd":282409,"name":"Guerra Wealth Advisors","city":"Miami","state":"FL","fees":{"hourly":[500,500],"flat":[500,500]},"sourceSentences":{"flat":"Fixed fees start at $500 and may be more depending on the complexity of the engagement.","hourly":"The hourly rate of $500 will be applied for this calculation and is specified in your executed Financial Planning Agreement."},"brochureDate":"3/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023167","page":"https://plannerfees.com/planners/guerra-wealth-advisors-282409/"},{"crd":331310,"name":"Gugle Wealth Advisory","city":"Indian Land","state":"SC","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"The annual fee for GWA’s Wealth Management services is $10,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026502","page":"https://plannerfees.com/planners/gugle-wealth-advisory-331310/"},{"crd":281828,"name":"Guide Advisors, Inc.","city":"Bothell","state":"WA","fees":{"hourly":[250,250],"flat":[0,500]},"sourceSentences":{"flat":"Fees for a Financial MRI will be a negotiable flat fee of $0-$500.","hourly":"A Standard Financial Plan is available for either a non-negotiable hourly fee of $250 or a fixed fee ranging between $500 and $3,000."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002485","page":"https://plannerfees.com/planners/guide-advisors-inc-281828/"},{"crd":170734,"name":"Guide Financial Planning","city":"Shoreview","state":"MN","fees":{"hourly":[250,250],"flat":[1800,4500],"monthly":[150,800]},"sourceSentences":{"monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in advance, at the rate of $150-$800 per month.","flat":"We create comprehensive financial plans for a flat fee of $1,800 to $4,500.","hourly":"The semi-annual fee will be due in arrears, upon receipt of an itemized invoice disclosing the work completed and time spent over the previous 6 months, tied to our hourly rate of $250, and payment is due promptly upon receipt of the invoice."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009551","page":"https://plannerfees.com/planners/guide-financial-planning-170734/"},{"crd":310056,"name":"Guided Capital Wealth Management, LLC","city":"Houston","state":"TX","fees":{"flat":[1200,20000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,200 and $20,000. 8 On-going Financial Planning Fees Fixed Fees The negotiated fixed rate for on-going financial planning services is between $1,200 and $20,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017433","page":"https://plannerfees.com/planners/guided-capital-wealth-management-llc-310056/"},{"crd":309428,"name":"Guidepoint Financial Planning","city":"Reston","state":"VA","fees":{"flat":[1000,1000],"monthly":[300,600]},"sourceSentences":{"flat":"Ongoing Financial Planning Services Ongoing Financial Planning consists of an upfront charge of $1,000.00 and an ongoing annual fee that is paid monthly, in arrears, at the rate of $300.00 - $600.00 per month, based on the complexity and needs of the client.","monthly":"Ongoing Financial Planning Services Ongoing Financial Planning consists of an upfront charge of $1,000.00 and an ongoing annual fee that is paid monthly, in arrears, at the rate of $300.00 - $600.00 per month, based on the complexity and needs of the client."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=952058","page":"https://plannerfees.com/planners/guidepoint-financial-planning-309428/"},{"crd":335196,"name":"Guidepost Capital Management Group, LLC","city":"Mohnton","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"GuidePost charges an hourly fee of $250 per hour for financial planning."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010735","page":"https://plannerfees.com/planners/guidepost-capital-management-group-llc-335196/"},{"crd":141947,"name":"Guidepost Financial Planning, LLC","city":"Fort Collins","state":"CO","fees":{"hourly":[245,245],"flat":[500,500],"quarterly":[500,4000]},"sourceSentences":{"hourly":"Our fee will be based on the estimated number of hours to complete the project, determined by an assessment of your needs, complexity, among other factors, and at our current rate of $245.00 per hour.","quarterly":"These fees may range from $500 - $4,000 per quarter.","flat":"We may require an initial deposit for either hourly or fixed fee engagements in the amount of the lesser of $500 or one‐half of the lower‐end of the estimated fee range."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032691","page":"https://plannerfees.com/planners/guidepost-financial-planning-llc-141947/"},{"crd":150890,"name":"Guidestream Financial, Inc.","city":"Spring Arbor","state":"MI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"GuideStream Financial’s planning and consulting fees are negotiable but will be normally based on a rate of $300 per hour and will generally range from $800 to $7,500, depending upon the level and scope of the services required and the professionals rendering the service."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023090","page":"https://plannerfees.com/planners/guidestream-financial-inc-150890/"},{"crd":168317,"name":"Guideway Financial, 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financial plans are billed $500 in advance, with the balance due upon delivery of the financial plan."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019763","page":"https://plannerfees.com/planners/gunnell-financial-planning-286076/"},{"crd":331668,"name":"Gutman Financial Planning LLC","city":"Loma Linda","state":"CA","fees":{"hourly":[250,250],"flat":[3000,3000],"quarterly":[375,375]},"sourceSentences":{"hourly":"The hourly rate is $250.","flat":"The charge for a comprehensive financial plan is $3,000, which includes all relevant aspects of planning offered by Gutman Financial Planning LLC.","quarterly":"There will be a minimum quarterly fee of 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Anthony Ruckel","city":"Denver","state":"CO","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"The fee amount is set based on an hourly fee basis of $275/hour for those hours needed to complete the task."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059468","page":"https://plannerfees.com/planners/h-anthony-ruckel-171403/"},{"crd":2993,"name":"H.m. Payson","city":"Portland","state":"ME","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"For clients who are seeking a full wealth management review, the fee is $5,000 for the initial review and plan, and $1,000 for annual updates."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035929","page":"https://plannerfees.com/planners/h-m-payson-2993/"},{"crd":136731,"name":"H.s. 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a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.","hourly":"Services are offered based on a non-negotiable hourly fee of $200 per hour based on complexity and unique client needs."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009276","page":"https://plannerfees.com/planners/haas-investment-management-llc-154886/"},{"crd":338730,"name":"Haas Trade Advisors LLC","city":"Davis Junction","state":"IL","fees":{"flat":[1250,1250]},"sourceSentences":{"flat":"There will be an initial relationship startup fixed fee of $1,250 to cover for the initial data gathering meeting(s) and the initiation of the financial planning process."},"brochureDate":"9/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059178","page":"https://plannerfees.com/planners/haas-trade-advisors-llc-338730/"},{"crd":226703,"name":"Haddon Wealth Management, LLC","city":"Haddonfield","state":"NJ","fees":{"annual":[1500,1500]},"sourceSentences":{"annual":"Fees for Advisory Services Financial Planning & Investment Advisory Services HWM offers financial planning or investment advisory consulting services on a fixed fee per engagement starting at a minimum of $1,500 per annum."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016793","page":"https://plannerfees.com/planners/haddon-wealth-management-llc-226703/"},{"crd":298177,"name":"Haddonfield Financial Planning LLC","city":"Haddonfield","state":"NJ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly rate for same is 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is between $500 and $1,000.","annual":"HAI offers a quarterly subscription security ratings service that costs $500 annually, due annually."},"brochureDate":"5/2/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=976981","page":"https://plannerfees.com/planners/halal-alpha-335111/"},{"crd":336453,"name":"Haland Wealth Management","city":"Chicago","state":"IL","fees":{"flat":[1500,2500],"annual":[4800,40000]},"sourceSentences":{"flat":"We charge a fixed fee for Project-Based Financial Planning, which depends on the plan: ● Foundations Plan: $1,500 to $2,500. ● Retirement Transition Plan: $3,500 to $6,000.","annual":"The annual fee for HWM’s retirement plan consulting services ranges from $4,800 to $40,000."},"brochureDate":"10/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060067","page":"https://plannerfees.com/planners/haland-wealth-management-336453/"},{"crd":109462,"name":"Halberstadt Financial Consultants Inc","city":"Princeton","state":"NJ","fees":{"hourly":[345,345]},"sourceSentences":{"hourly":"Financial planning and consulting fees will be calculated based on a charge of $345.00 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035535","page":"https://plannerfees.com/planners/halberstadt-financial-consultants-inc-109462/"},{"crd":327727,"name":"Halcyon Investment Advisor","city":"Los Angeles","state":"CA","fees":{"hourly":[200,200],"flat":[1000,5000]},"sourceSentences":{"flat":"If clients prefer a fixed-fee payment option for financial planning services and the case is not overly complex, HIA charges a fixed fee ranging from $1,000 to $5,000.","hourly":"In the case of early termination, cancellation, nonperformance, or inability to fulfill the fixed-fee Financial Planning Service, HIA will bill the client at a rate of US$200 per hour for the time already spent by HIA on pre-engagement preparation and consulting services, as well as any subsequent time spent on…"},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050572","page":"https://plannerfees.com/planners/halcyon-investment-advisor-327727/"},{"crd":301094,"name":"Hale & Doerr Wealth Management LLC","city":"Gulf Breeze","state":"FL","fees":{"hourly":[125,350]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $125 and $350."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046357","page":"https://plannerfees.com/planners/hale-doerr-wealth-management-llc-301094/"},{"crd":284620,"name":"Hale Financial Solutions, LLC","city":"Afton","state":"WY","fees":{"hourly":[200,200],"annual":[2400,3600]},"sourceSentences":{"annual":"Investment Management for Small Business Retirement Plans For Small Business Retirement Plans, including SIMPLE IRAs, our investment management fees are offered at a rate of $2,400 per year (for up to 5 employee-participants) and $3,600 per year (for 6 to 15 employee-participants).","hourly":"For Clients with assets less than $300,000, we provide financial planning services at our hourly rate below. 9 Financial Planning Hourly Fee Financial planning services are offered at a rate of $200.00 per hour, billed in 30 minute increments."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=729893","page":"https://plannerfees.com/planners/hale-financial-solutions-llc-284620/"},{"crd":284482,"name":"Halieus Investment Advisors","city":"Broadway","state":"VA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial Planning fee is an hourly rate of $150 per hour, depending on complexity."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=760790","page":"https://plannerfees.com/planners/halieus-investment-advisors-284482/"},{"crd":108141,"name":"Hall Capital Management Company, Inc.","city":"Barrington","state":"RI","fees":{"hourly":[250,300],"flat":[1500,3000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $250 - $300 per hour.","hourly":"As a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $250 - $300 per hour."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015477","page":"https://plannerfees.com/planners/hall-capital-management-company-inc-108141/"},{"crd":334520,"name":"Hall Financial Wellness","city":"Newport Beach","state":"CA","fees":{"flat":[500,5000],"annual":[1500,10000]},"sourceSentences":{"flat":"Fees for one-time financial planning services typically range from $500 to $5,000, depending on the scope and complexity of the engagement.","annual":"Fees for ongoing financial planning services generally range from $1,500 to $10,000 annually, depending on the frequency of meetings and level of service selected by the Client, and are payable monthly or quarterly in advance as agreed between HFW and the client."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008813","page":"https://plannerfees.com/planners/hall-financial-wellness-334520/"},{"crd":309507,"name":"Halley Hill Wealth Management LLC","city":"Perry","state":"GA","fees":{"flat":[1000,10000],"quarterly":[500,5000]},"sourceSentences":{"flat":"The fee ranges from $1,000 to $10,000 per plan, and is determined by the complexity of the engagement, time involved developing the plan, number of accounts involved, etc.","quarterly":"The fee range for these ongoing services will be from $500 to $5,000 per quarter (monthly fee requests can also be accommodated) based on the complexity of the engagement, time involved, etc."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003420","page":"https://plannerfees.com/planners/halley-hill-wealth-management-llc-309507/"},{"crd":154898,"name":"Halo Capital Management","city":"Fairfax","state":"VA","fees":{"hourly":[300,300],"flat":[2000,5000]},"sourceSentences":{"flat":"Fees for a full financial plan are offered on a flat fee basis from $2,000 to $5,000.","hourly":"Fees for consultation services are offered on an hourly fee of $300 per hour."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051926","page":"https://plannerfees.com/planners/halo-capital-management-154898/"},{"crd":291570,"name":"Halyard Financial, LLC","city":"St. Louis","state":"MO","fees":{"hourly":[350,350],"annual":[6000,6000]},"sourceSentences":{"annual":"The minimum annual fee is $6,000.","hourly":"Financial Planning engagements are offered at $350 per hour, billed in 15-minute increments."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023184","page":"https://plannerfees.com/planners/halyard-financial-llc-291570/"},{"crd":339975,"name":"Hamewith Wealth","city":"Pittsford","state":"NY","fees":{"annual":[3000,10000]},"sourceSentences":{"annual":"Fees are paid monthly, quarterly, or annually in advance and generally range from $3,000 to $10,000 per year."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017695","page":"https://plannerfees.com/planners/hamewith-wealth-339975/"},{"crd":284022,"name":"Hamilton Capital Advisors LLC","city":"Atlanta","state":"GA","fees":{"hourly":[150,300],"flat":[1500,1500],"annual":[10000,10000]},"sourceSentences":{"annual":"We require a portfolio minimum of $500,000 for private client services 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Planning $250/hour Flat-Fee Financial Planning $3,000 Flat-Fee Financial Planning: half of the $3,000 fee is invoiced up front at engagement start, and the remaining half is invoiced at completion (plan delivered)."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053386","page":"https://plannerfees.com/planners/hamilton-financial-planning-llc-168483/"},{"crd":155865,"name":"Hamilton Manor & Associates","city":"La Jolla","state":"CA","fees":{"hourly":[250,250],"flat":[200,15000],"annual":[2000,5000]},"sourceSentences":{"hourly":"The fee for hourly billing is generally $250 an hour and fixed fees range from $200 to $15,000 depending on the particular complexities involved.","flat":"The fee for hourly billing is generally $250 an hour and fixed fees range from $200 to $15,000 depending on the particular complexities involved.","annual":"Page 16 of 36 The minimum fixed fee range is generally between $2,000 - $5,000 annually depending on the size, complexity and services offered."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023200","page":"https://plannerfees.com/planners/hamilton-manor-associates-155865/"},{"crd":342315,"name":"Hamilton Wealth, LLC","city":"Westfield","state":"IN","fees":{"flat":[1000,25000]},"sourceSentences":{"flat":"AND CONSULTING Hamilton Wealth charges a fixed fee of $1,000 - $25,000 based on complexity and unique Client needs for financial planning."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042462","page":"https://plannerfees.com/planners/hamilton-wealth-llc-342315/"},{"crd":152914,"name":"Hammer Advisory Services, Inc.","city":"Woodbury","state":"MN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The rate serving as the basis for estimated total fee is $200/hour."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052964","page":"https://plannerfees.com/planners/hammer-advisory-services-inc-152914/"},{"crd":313248,"name":"Hammerhead Financial Strategies, LLC","city":"Conover","state":"NC","fees":{"hourly":[300,300],"flat":[5000,5000]},"sourceSentences":{"hourly":"Financial planning services are offered on a negotiable hourly rate not to exceed $300 per hour with a fixed rate not to exceed $5,000 for the initial engagement.","flat":"Financial planning services are offered on a negotiable hourly rate not to exceed $300 per hour with a fixed rate not to exceed $5,000 for the initial engagement."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032577","page":"https://plannerfees.com/planners/hammerhead-financial-strategies-llc-313248/"},{"crd":167357,"name":"Hammond Asset Management LLC","city":"Sarasota","state":"FL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee for a financial plan is $150."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=432512","page":"https://plannerfees.com/planners/hammond-asset-management-llc-167357/"},{"crd":136372,"name":"Hammond Iles Wealth Advisors","city":"Wethersfield","state":"CT","fees":{"hourly":[300,300],"flat":[15000,15000]},"sourceSentences":{"flat":"Fees may be charged on a flat fee basis (not to exceed $15,000) or an hourly basis (not to exceed $300 per hour).","hourly":"Fees may be charged on a flat fee basis (not to exceed $15,000) or an hourly basis (not to exceed $300 per hour)."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007520","page":"https://plannerfees.com/planners/hammond-iles-wealth-advisors-136372/"},{"crd":338574,"name":"Hammond Wealth Partners","city":"Gastonia","state":"NC","fees":{"hourly":[200,200],"flat":[500,2500],"monthly":[25,250]},"sourceSentences":{"flat":"Fixed project fees typically ranging from $500 to $2,500, or ● Hourly consulting services generally billed at $200 per hour Fees are negotiable depending on the scope and complexity of services provided. ● Ongoing Planning Subscription Fees HWP also offers ongoing financial planning services on a subscription basis…","hourly":"Fixed project fees typically ranging from $500 to $2,500, or ● Hourly consulting services generally billed at $200 per hour Fees are negotiable depending on the scope and complexity of services provided. ● Ongoing Planning Subscription Fees HWP also offers ongoing financial planning services on a subscription basis…","monthly":"Subscription fees generally range from $25 to $250 per month, depending on the scope and complexity of the client’s situation."},"brochureDate":"7/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050752","page":"https://plannerfees.com/planners/hammond-wealth-partners-338574/"},{"crd":317332,"name":"Hampton Park Financial Planners","city":"Charleston","state":"SC","fees":{"hourly":[350,350],"flat":[1500,1500],"monthly":[125,5000],"annual":[3600,100000]},"sourceSentences":{"flat":"HPFP may also charge a one-time upfront flat fee of $1,500 at the commencement of the advisory relationship for initial financial planning, analysis, and onboarding services, as set forth in the client’s Investment Advisory Agreement.","annual":"HPFP’s flat fees generally range from $3,600 to $100,000 annually.","monthly":"Ongoing fee rates range between $125 to $5,000 a month.","hourly":"The fees for estate planning services will be $350/hr."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058787","page":"https://plannerfees.com/planners/hampton-park-financial-planners-317332/"},{"crd":148587,"name":"Hamrick Financial, LLC","city":"Weatherford","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly fee for these services is $200."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022693","page":"https://plannerfees.com/planners/hamrick-financial-llc-148587/"},{"crd":116314,"name":"Hamrick Investment Counsel, LLC","city":"Seattle","state":"WA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"When you engage us for these services you will pay us fees of $400 per hour, or at such other rate as we may otherwise agree in a written financial consulting agreement."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040912","page":"https://plannerfees.com/planners/hamrick-investment-counsel-llc-116314/"},{"crd":342174,"name":"Han Assets Management LLC","city":"Venice","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The Firm charges $300 per hour for (i) ongoing OCIO services provided under an investment advisory agreement in which the client elects hourly compensation, billed quarterly in arrears; and (ii) stand-alone financial planning and consulting engagements, invoiced upon completion of the engagement."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057947","page":"https://plannerfees.com/planners/han-assets-management-llc-342174/"},{"crd":328289,"name":"Hanai Financial","city":"Portsmouth","state":"NH","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"We charge an hourly fee of $300 for Financial Planning services."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=872679","page":"https://plannerfees.com/planners/hanai-financial-328289/"},{"crd":154417,"name":"Handy & Company Financial Advisors, Inc.","city":"Lake Oswego","state":"OR","fees":{"hourly":[250,250],"flat":[1500,5000]},"sourceSentences":{"flat":"Fees for financial plans typically range from $1,500 - $5,000.","hourly":"The total financial planning fee is based on an hourly rate of $250 per hour."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005812","page":"https://plannerfees.com/planners/handy-company-financial-advisors-inc-154417/"},{"crd":285315,"name":"Hanke & Apolonio Wealth Advisors LLC","city":"San Francisco","state":"CA","fees":{"hourly":[350,350],"flat":[1500,6000]},"sourceSentences":{"hourly":"Financial Planning and Consulting Financial Planning Services are offered based on an hourly rate of $350 or a fixed fee ranging between $1,500 - $6,000 based on complexity and unique client needs.","flat":"Financial Planning and Consulting Financial Planning Services are offered based on an hourly rate of $350 or a fixed fee ranging between $1,500 - $6,000 based on complexity and unique client needs."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016602","page":"https://plannerfees.com/planners/hanke-apolonio-wealth-advisors-llc-285315/"},{"crd":168206,"name":"Hanks Capital Management, LLC","city":"Draper","state":"UT","fees":{"flat":[1500,2500]},"sourceSentences":{"flat":"Fixed fee rates range from $1,500 to $2,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037403","page":"https://plannerfees.com/planners/hanks-capital-management-llc-168206/"},{"crd":312062,"name":"Hannegan Wealth Management, LLC","city":"Edgewood","state":"KY","fees":{"hourly":[250,250],"flat":[500,4500],"monthly":[250,750],"quarterly":[750,2250]},"sourceSentences":{"monthly":"Ongoing Planning Following the delivery of a financial plan, Clients who wish to work with HWM for ongoing planning and assistance with the implementation of planning recommendations over time, an ongoing fee will apply that is paid either monthly or quarterly, in arrears, at the rate of $250-$750 per month or…","quarterly":"Ongoing Planning Following the delivery of a financial plan, Clients who wish to work with HWM for ongoing planning and assistance with the implementation of planning recommendations over time, an ongoing fee will apply that is paid either monthly or quarterly, in arrears, at the rate of $250-$750 per month or…","flat":"We offer financial planning services on a fixed fee or hourly basis: ● Fixed fees can range between $500 and $4,500, depending on complexity and the needs of the client, and may be negotiable in certain cases.","hourly":"Once the project has been delivered, any earned but unpaid fees will be billed for work completed up to the date of termination. 9 ● Hourly financial planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038024","page":"https://plannerfees.com/planners/hannegan-wealth-management-llc-312062/"},{"crd":340389,"name":"Hannigan Financial, LLC","city":"Brooklyn","state":"NY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our current hourly rate is $250 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023970","page":"https://plannerfees.com/planners/hannigan-financial-llc-340389/"},{"crd":291760,"name":"Hansa Investments LLC","city":"Stevenson","state":"MD","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is $350."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002116","page":"https://plannerfees.com/planners/hansa-investments-llc-291760/"},{"crd":107110,"name":"Hanseatic Management Services Inc","city":"Albuquerque","state":"NM","fees":{"hourly":[400,400],"flat":[3000,3000],"annual":[8000,8000]},"sourceSentences":{"annual":"The base fee for the annual retainer is $8000.","flat":"Base fee for either comprehensive planning option is $3000, but varies depending on complexity.","hourly":"Should a client request services that are outside the scope of contracted services, Hanseatic charges an hourly fee of $400.00 for such work."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018033","page":"https://plannerfees.com/planners/hanseatic-management-services-inc-107110/"},{"crd":168363,"name":"Hansen & Associates Financial Group Inc.","city":"Roseville","state":"CA","fees":{"hourly":[250,250],"flat":[750,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250.","flat":"Our flat fees range from $750 to $10,000."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044995","page":"https://plannerfees.com/planners/hansen-associates-financial-group-inc-168363/"},{"crd":108045,"name":"Hanson & Doremus Investment Management","city":"Burlington","state":"VT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Registrant’s planning and consulting fee is negotiable, but generally is $300 on an hourly rate basis."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059096","page":"https://plannerfees.com/planners/hanson-doremus-investment-management-108045/"},{"crd":159052,"name":"Happiness in Retirement","city":"Schenectady","state":"NY","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Happiness in Retirement may also offer its financial planning services as a standalone service on a fixed engagement basis, with a minimum fee of $5,000."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056959","page":"https://plannerfees.com/planners/happiness-in-retirement-159052/"},{"crd":312691,"name":"Harbor Hills Financial Advisors","city":"Montecito","state":"CA","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"Clients must pay the prorated performance-based fees for the billing period in which they terminate the Investment Advisory Contract up to and including the day of termination. 4 Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $200 and $500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023172","page":"https://plannerfees.com/planners/harbor-hills-financial-advisors-312691/"},{"crd":332911,"name":"Harbor Horizon Financial, LLC","city":"Wilsonville","state":"OR","fees":{"hourly":[350,350],"flat":[5000,5000],"monthly":[300,1000],"quarterly":[900,3000]},"sourceSentences":{"flat":"Ongoing Financial Planning HHF collects an initial fee, no greater than $5,000.","monthly":"Fees are paid monthly or quarterly in advance, ranging from $300 to $1,000 per month, or $900 to $3,000 per quarter.","quarterly":"Fees are paid monthly or quarterly in advance, ranging from $300 to $1,000 per month, or $900 to $3,000 per quarter.","hourly":"Our hourly rate is $350."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018369","page":"https://plannerfees.com/planners/harbor-horizon-financial-llc-332911/"},{"crd":342704,"name":"Harbor Light Capital LLC","city":"Webster","state":"NY","fees":{"annual":[750,750]},"sourceSentences":{"annual":"Under $30,000: $750 per year"},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057859","page":"https://plannerfees.com/planners/harbor-light-capital-llc-342704/"},{"crd":331763,"name":"Harborfront Financial Group","city":"Ludington","state":"MI","fees":{"quarterly":[100,7000]},"sourceSentences":{"quarterly":"Generally, our firm charges a fixed fee that may range between $100 and $7,000 quarterly in arrears depending on the nature and complexity of the work."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023614","page":"https://plannerfees.com/planners/harborfront-financial-group-331763/"},{"crd":111166,"name":"Harbour Investment Management L.L.C.","city":"Edmonds","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"An additional hourly rate of $200 per hour may be charged if there are multiple planning scenarios, further changes, and/or supplemental meetings."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016773","page":"https://plannerfees.com/planners/harbour-investment-management-l-l-c-111166/"},{"crd":153023,"name":"Hardin Capital Partners, LLC","city":"Greenville","state":"SC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees for general consulting are negotiated at the time of the engagement for such services, and are normally based on an hourly rate of $300."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005999","page":"https://plannerfees.com/planners/hardin-capital-partners-llc-153023/"},{"crd":135731,"name":"Harding Financial Group","city":"Westerville","state":"OH","fees":{"hourly":[500,500],"flat":[3500,7000]},"sourceSentences":{"hourly":"Fees are billed at $500 per hour and are typically billed ½ of estimated time commitment upon initiation of agreement with the remainder upon completion of the engagement.","flat":"Comprehensive Financial planning typically range in cost from $3,500 to $7,000."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009725","page":"https://plannerfees.com/planners/harding-financial-group-135731/"},{"crd":282686,"name":"Harding Wealth, Inc.","city":"Tempe","state":"AZ","fees":{"flat":[100,5000],"annual":[4000,4000]},"sourceSentences":{"annual":"It is an annual fee (fixed to $4,000/year) paid quarterly, that does not pertain to plan assets Specific advice and management for the account(s) are not provided.","flat":"The negotiated fixed rate for creating client financial plans is between $100 and $5,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018799","page":"https://plannerfees.com/planners/harding-wealth-inc-282686/"},{"crd":127719,"name":"Hardwick Capital Management, LLC","city":"Pawleys Island","state":"SC","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $300 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031841","page":"https://plannerfees.com/planners/hardwick-capital-management-llc-127719/"},{"crd":226760,"name":"Hardworking Capital Advisors, LLC","city":"Palm Desert","state":"CA","fees":{"hourly":[500,500],"flat":[250,35000],"annual":[895,1800]},"sourceSentences":{"annual":"Flat fees range from $895 to $1,800 annually.","hourly":"The maximum hourly fee is $500, subject to negotiation.","flat":"The negotiated fixed rate for creating Client financial plans is between $250 and $35,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024082","page":"https://plannerfees.com/planners/hardworking-capital-advisors-llc-226760/"},{"crd":145071,"name":"Hardy Financial Planning","city":"Ann Arbor","state":"MI","fees":{"hourly":[150,150],"flat":[250,250],"annual":[1000,12000]},"sourceSentences":{"annual":"As of January, 2026, fees per client ranged from $1,000 to $12,000 per annum.","hourly":"Depending upon the scope of your planning needs, you may engage us for a fee of $150 per hour to advise on your financial plan.","flat":"In lieu of paying an hourly fee, you may choose to pay a flat fee (normally $250 up to $5,000) depending on the complexity of your situation."},"brochureDate":"1/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999856","page":"https://plannerfees.com/planners/hardy-financial-planning-145071/"},{"crd":141024,"name":"Hardy Reed, LLC","city":"Tupelo","state":"MS","fees":{"hourly":[250,250],"flat":[10000,10000]},"sourceSentences":{"flat":"Hardy Reed’s financial planning fees are negotiable but will typically not exceed a $10,000 fixed fee or a $250 hourly fee, depending on the level and scope of the services and the professional rendering the financial planning services.","hourly":"Hardy Reed’s financial planning fees are negotiable but will typically not exceed a $10,000 fixed fee or a $250 hourly fee, depending on the level and scope of the services and the professional rendering the financial planning services."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057041","page":"https://plannerfees.com/planners/hardy-reed-llc-141024/"},{"crd":324693,"name":"Hark Financial Planning","city":"Stoneham","state":"MA","fees":{"hourly":[350,350],"flat":[3000,10000]},"sourceSentences":{"flat":"Fixed fee rates typically range between $3,000 and $10,000, and our hourly rate is $350.","hourly":"Fixed fee rates typically range between $3,000 and $10,000, and our hourly rate is $350."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015052","page":"https://plannerfees.com/planners/hark-financial-planning-324693/"},{"crd":312995,"name":"Harlan Financial LLC","city":"Lancaster","state":"PA","fees":{"hourly":[250,250],"flat":[1800,5500]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250.","flat":"Flat fees range from $1,800 to $5,500."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026806","page":"https://plannerfees.com/planners/harlan-financial-llc-312995/"},{"crd":148315,"name":"Harlow Wealth Management, Inc.","city":"Vancouver","state":"WA","fees":{"flat":[5000,50000]},"sourceSentences":{"flat":"These services are provided for a fixed fee generally ranging from $5,000 to $50,000, depending on the complexity, scope, and nature of the services to be provided."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030867","page":"https://plannerfees.com/planners/harlow-wealth-management-inc-148315/"},{"crd":334278,"name":"Harmonized Finance, LLC","city":"Atlanta","state":"GA","fees":{"flat":[5000,6500]},"sourceSentences":{"flat":"Ongoing Financial Planning HF collects an initial fee of $5,000 - $6,500, for creation of the comprehensive financial plan."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010656","page":"https://plannerfees.com/planners/harmonized-finance-llc-334278/"},{"crd":116069,"name":"Harmony Asset Management LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Additional charges for work outside of the scope of the original contract or for significant changes is charged at $300/hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023599","page":"https://plannerfees.com/planners/harmony-asset-management-llc-116069/"},{"crd":315465,"name":"Harmony Wealth Advisors, LLC","city":"Edgewater","state":"MD","fees":{"flat":[1250,5000]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $1,250 and $5,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017217","page":"https://plannerfees.com/planners/harmony-wealth-advisors-llc-315465/"},{"crd":304818,"name":"Harmony Wealth Management LLC","city":"Lowell","state":"IN","fees":{"hourly":[125,125],"flat":[1000,1000]},"sourceSentences":{"flat":"Only For those clients that wish to retain Harmony Wealth Management LLC for a one time only financial plan without the ongoing portfolio management and financial planning, Harmony Wealth Management will charge a one-time fixed fee of $1000.","hourly":"If clients want to update their one time only financial plan, Harmony Wealth Management will charge and hourly rate of $125/hr. for the update to their financial 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for the client (which may entail working with the client's tax and legal advisors), fees are usually assessed on a per hour basis, depending on the complexity of the assignment, plus out-of-pocket expenses (generally…"},"brochureDate":"12/26/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999491","page":"https://plannerfees.com/planners/harper-capital-management-ltd-130229/"},{"crd":333107,"name":"Harper Financial Planning","city":"Chapin","state":"SC","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"Our hourly rate is $375."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049070","page":"https://plannerfees.com/planners/harper-financial-planning-333107/"},{"crd":339306,"name":"Harper Wealth Management LLC","city":"Gilbert","state":"AZ","fees":{"flat":[0,10000]},"sourceSentences":{"flat":"Our Financial Planning Services fees generally range from $0 to $10,000 per engagement per year, depending on the scope and complexity of the services provided."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005740","page":"https://plannerfees.com/planners/harper-wealth-management-llc-339306/"},{"crd":110790,"name":"Harrington Investments, Inc.","city":"Napa","state":"CA","fees":{"flat":[250,250]},"sourceSentences":{"flat":"HII charges an hourly consulting fee of $250 for its financial planning and investment consulting services."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058673","page":"https://plannerfees.com/planners/harrington-investments-inc-110790/"},{"crd":118857,"name":"Harris Investment Advisors LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"For limited-scope consulting, HIA charges $150 per hour."},"brochureDate":"4/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040321","page":"https://plannerfees.com/planners/harris-investment-advisors-llc-118857/"},{"crd":117184,"name":"Harris Wealth Management, LLC","city":"Twin Falls","state":"ID","fees":{"hourly":[95,95]},"sourceSentences":{"hourly":"Financial planning fees will be charged on an hourly charge of $95.00 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021617","page":"https://plannerfees.com/planners/harris-wealth-management-llc-117184/"},{"crd":130843,"name":"Harrison Capital Management","city":"Keswick","state":"VA","fees":{"flat":[200,2500]},"sourceSentences":{"flat":"Fixed fees for financial planning generally range between $200 and $2,500."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053277","page":"https://plannerfees.com/planners/harrison-capital-management-130843/"},{"crd":311435,"name":"Harrison Financial Planning","city":"Columbia","state":"MO","fees":{"hourly":[75,350],"flat":[1200,15000],"annual":[6000,6000]},"sourceSentences":{"annual":"For those clients whose assets under management are under $625,000, we will provide our financial planning and portfolio management services for a fixed annual fee of $6,000 which can be paid monthly or quarterly, in arrears.","flat":"One-time financial plans are offered from $1,200 to $15,000, depending on complexity.","hourly":"The hourly fee ranges from $75 to $350/hour depending on the complexity of the engagement, whether the service provided is from a financial planner or administrative assistant, the travel time involved, etc."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046862","page":"https://plannerfees.com/planners/harrison-financial-planning-311435/"},{"crd":144089,"name":"Harrison Lazarus Advisors, Inc.","city":"San Francisco","state":"CA","fees":{"hourly":[900,900]},"sourceSentences":{"hourly":"Our maximum hourly fees are $900 for financial advisors, $600 per hour for para-planners and $300 for administrative time."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019829","page":"https://plannerfees.com/planners/harrison-lazarus-advisors-inc-144089/"},{"crd":333516,"name":"Harsh Wealth Management LLC","city":"Bartley","state":"NE","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $125 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024679","page":"https://plannerfees.com/planners/harsh-wealth-management-llc-333516/"},{"crd":309661,"name":"Hart Investment Management, LLC","city":"Camas","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Should a Client with less than $250,000 of combined Assets Under Management and/or Assets Under Advisement be accepted, the Client will be billed in arrears based upon hours worked at the rate of $300 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011687","page":"https://plannerfees.com/planners/hart-investment-management-llc-309661/"},{"crd":300408,"name":"Hartfield Financial & Insurance Services, Inc.","city":"Granada Hills","state":"CA","fees":{"hourly":[300,500]},"sourceSentences":{"hourly":"HFIS will charge an hourly fee for these services in the range of $300 to $500 per hour, payable in arrears, by check payable to HFIS If requested by the client, HFIS may recommend the services of other professionals for implementation purposes."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047056","page":"https://plannerfees.com/planners/hartfield-financial-insurance-services-inc-300408/"},{"crd":142122,"name":"Hartman Financial Planning","city":"Santa Clarita","state":"CA","fees":{"hourly":[165,275]},"sourceSentences":{"hourly":"In general, fees for financial planning and investment advisory services range from $165 to $275 per hour, depending on the complexity of the case."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047976","page":"https://plannerfees.com/planners/hartman-financial-planning-142122/"},{"crd":150897,"name":"Hartshorne Group, LLC","city":"Red Bank","state":"NJ","fees":{"hourly":[250,500],"flat":[5000,25000],"monthly":[2500,2500]},"sourceSentences":{"flat":"CyWealth’s financial planning fees are negotiable, but generally range from $5,000 to $25,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s).","hourly":"CyWealth’s financial planning fees are negotiable, but generally range from $5,000 to $25,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s).","monthly":"Monthly fees do not typically exceed $2,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034542","page":"https://plannerfees.com/planners/hartshorne-group-llc-150897/"},{"crd":322723,"name":"Hartwell & 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$350 an hour, depending on the level and scope of the services and the professional rendering the financial-planning or consulting services."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018692","page":"https://plannerfees.com/planners/harvest-financial-partners-146162/"},{"crd":293982,"name":"Harvest Financial Planning, LLC","city":"Fort Mill","state":"SC","fees":{"hourly":[150,150],"monthly":[80,80]},"sourceSentences":{"hourly":"Generally, financial planning fees are based on $150 per hour and an estimated number of hours.","monthly":"Our Harvest Ongoing Support Services plan, in which we help you implement and monitor your financial plan but do not provide portfolio advisory services, is $80 per month, drafted on your bank account or credit card."},"brochureDate":"3/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015740","page":"https://plannerfees.com/planners/harvest-financial-planning-llc-293982/"},{"crd":334859,"name":"Harvest Horizon Wealth Strategies","city":"Amery","state":"WI","fees":{"hourly":[250,250],"flat":[1200,1200]},"sourceSentences":{"hourly":"Hourly fee for service is $250 per hour and rounded to the nearest 15 minutes with a $400 minimum fee.","flat":"Project-based fees are a minimum of $1,200 and encompass 6 dedicated hours."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014474","page":"https://plannerfees.com/planners/harvest-horizon-wealth-strategies-334859/"},{"crd":159390,"name":"Harvest Investment Services, LLC","city":"Oakbrook Terrace","state":"IL","fees":{"flat":[1200,1200]},"sourceSentences":{"flat":"Fixed fees generally range between $1,200-150,000."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046165","page":"https://plannerfees.com/planners/harvest-investment-services-llc-159390/"},{"crd":340042,"name":"Harvest Lane Investment Partners, LLC.","city":"Sandy","state":"UT","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Standard Hourly Rate: $275 per hour."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060181","page":"https://plannerfees.com/planners/harvest-lane-investment-partners-llc-340042/"},{"crd":304360,"name":"Harvest Money | Invest Your Faith","city":"Cincinnati","state":"OH","fees":{"hourly":[100,500],"flat":[2400,100000],"monthly":[187,187],"annual":[2250,2250]},"sourceSentences":{"monthly":"Level III - ADVISE Components Included AUM+AUA tier ($)  Custom Investment Plan  Investment Plan Implementation  Ongoing Investment Plan Management 1-500,000 .75 500,0011,000,000 .675 1,000,0001,500,000 Annualized fee (%) .60 1,500,0012,000,000 .525 2,000,000 .45 Annualized fee examples $300,000 portfolio:…","annual":"($2250/yr.) $800,000 portfolio: [(500,000 x .0075) + (300,000 x .00675)]/12 = $481.26/mo.","flat":"The fixed fee can range between $2400 and $100,000.","hourly":"Focused Planning Hourly Fee Hourly Focused Planning engagements are offered at an hourly rate between $100 and $500.00 per hour, depending on complexity."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033981","page":"https://plannerfees.com/planners/harvest-money-invest-your-faith-304360/"},{"crd":286130,"name":"Harvest Wealth Design & Management, LLC","city":"Las Vegas","state":"NV","fees":{"hourly":[250,250],"flat":[1500,5000]},"sourceSentences":{"hourly":"Additional implementation work is billed separately at a rate of $250 per hour. 2.","flat":"Fixed fees for individual financial plan projects generally cost approximately $1,500 - $5,000, depending upon, among other things:"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039450","page":"https://plannerfees.com/planners/harvest-wealth-design-management-llc-286130/"},{"crd":333146,"name":"Harvestwise Wealth Planning","city":"Escondido","state":"CA","fees":{"monthly":[125,125],"annual":[50000,50000]},"sourceSentences":{"annual":"Flat fee services are offered based on a flat fee to never exceed $50,000 per year, depending on the complexity of the engagement.","monthly":"ONGOING FEES Ongoing fee services are offered for Core Financial Planning based on a monthly fee of $125."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043075","page":"https://plannerfees.com/planners/harvestwise-wealth-planning-333146/"},{"crd":135383,"name":"Harwood Investment Strategies, L.L.C.","city":"Monroe","state":"MI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly rate is $200 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027017","page":"https://plannerfees.com/planners/harwood-investment-strategies-l-l-c-135383/"},{"crd":297892,"name":"Hassell Wealth Management","city":"Houma","state":"LA","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"Fees generally start at $5,000 per year for ongoing 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$4,000 to $50,000 per year, based on the complexity of the Client’s planning needs.","flat":"The Advisor charges a minimum annual financial planning fee of $4,000, with fees based on the complexity of the Client’s planning needs but not to exceed $50,000 per year."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041621","page":"https://plannerfees.com/planners/hathaway-advisory-337833/"},{"crd":319248,"name":"Hauge Wealth Management, LLC","city":"St. Louis Park","state":"MN","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"Fees are based on a fixed fee to never exceed $10,000 depending on the complexity of the engagement."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041498","page":"https://plannerfees.com/planners/hauge-wealth-management-llc-319248/"},{"crd":285636,"name":"Havaplan 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annual fee schedule, annual minimum fee and/or hourly fee."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039357","page":"https://plannerfees.com/planners/haven-capital-group-149641/"},{"crd":336748,"name":"Haven Financial Partners LLC","city":"Virginia Beach","state":"VA","fees":{"flat":[10000,10000],"annual":[30000,30000]},"sourceSentences":{"annual":"Ongoing Financial Planning HFP charges an annual fixed fee of $30,000 for Ongoing Financial Planning, paid semi-annually in advance.","flat":"We charge a fixed fee of $10,000 for Project-Based Financial Planning."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033366","page":"https://plannerfees.com/planners/haven-financial-partners-llc-336748/"},{"crd":328258,"name":"Haven Wealth Planning","city":"Kirkwood","state":"MO","fees":{"annual":[1000,10000]},"sourceSentences":{"annual":"The fixed-fee ranges from $1,000 to $10,000 annually (paid quarterly in advance)."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019504","page":"https://plannerfees.com/planners/haven-wealth-planning-328258/"},{"crd":131236,"name":"Haverdink Financial Management, LLC","city":"Portage","state":"MI","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"Administrative-only support services provided by the Adviser are invoiced at a rate of $75 hourly."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003687","page":"https://plannerfees.com/planners/haverdink-financial-management-llc-131236/"},{"crd":343087,"name":"Haverford Wealth Management, LLC","city":"Erie","state":"PA","fees":{"hourly":[250,250],"flat":[2500,7500]},"sourceSentences":{"hourly":"Standalone financial planning is offered on either an hourly or a fixed-fee basis: 5 Hourly fee: $250 per hour.","flat":"$2500 to $7,500, depending on the scope and complexity of the engagement."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058886","page":"https://plannerfees.com/planners/haverford-wealth-management-llc-343087/"},{"crd":127175,"name":"Haviland & Sams, LLC","city":"Farmington","state":"CT","fees":{"annual":[3500,35000]},"sourceSentences":{"annual":"Compensation – Wealth Management Services Clients will be charged an annual fixed fee, typically ranging from $3,500 - $35,000, depending on the nature and complexity of each client's circumstances."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051811","page":"https://plannerfees.com/planners/haviland-sams-llc-127175/"},{"crd":332571,"name":"Hawk Advisory LLC","city":"San Francisco","state":"CA","fees":{"hourly":[250,250],"flat":[10000,10000],"monthly":[290,850],"quarterly":[870,2550]},"sourceSentences":{"flat":"Ongoing Financial Planning HA may collect an initial fee, no greater than $10,000.","monthly":"Fees range from $290 to $850 per month, or $870 to $2,550 per quarter.","quarterly":"Fees range from $290 to $850 per month, or $870 to $2,550 per quarter.","hourly":"Our hourly rate is $250."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004955","page":"https://plannerfees.com/planners/hawk-advisory-llc-332571/"},{"crd":172700,"name":"Hawk Capital Management LLC","city":"Millbury","state":"MA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Standalone financial planning fees for project-based work are typically $1,000 to $10,000, depending on the scope and complexity of the engagement."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027868","page":"https://plannerfees.com/planners/hawk-capital-management-llc-172700/"},{"crd":313385,"name":"Hawken Wealth Management","city":"Reno","state":"NV","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008765","page":"https://plannerfees.com/planners/hawken-wealth-management-313385/"},{"crd":164010,"name":"Hawley Personal Finance","city":"Monterey","state":"CA","fees":{"hourly":[500,500],"flat":[9500,16500]},"sourceSentences":{"flat":"Financial Plans Financial Plans: $9,500 – $16,500 (or more depending on needs and complexity).","hourly":"Hourly fees are based on a rate of $500 per hour, billed in 5-minute increments, and a partial increment will be treated as a whole increment."},"brochureDate":"4/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040770","page":"https://plannerfees.com/planners/hawley-personal-finance-164010/"},{"crd":299122,"name":"Haws Financial Planning LLC","city":"Sierra Vista","state":"AZ","fees":{"hourly":[100,500],"flat":[500,3000],"monthly":[100,1000]},"sourceSentences":{"flat":"Comprehensive Financial Planning- Haws Financial Planning collects an upfront fee between $500-$3,000.","monthly":"Fees are paid monthly in arrears, ranging from $100 to $1,000 per month.","hourly":"All Rights Reserved Hourly Fee-The hourly fee ranges between $100 and $500 per hour, depending on complexity and is due at the completion of the engagement."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050865","page":"https://plannerfees.com/planners/haws-financial-planning-llc-299122/"},{"crd":318685,"name":"Hawthorne Wellman Financial Planning, LLC","city":"Tyngsboro","state":"MA","fees":{"hourly":[250,250],"flat":[3000,12000]},"sourceSentences":{"hourly":"Fees are calculated at a rate of $250 per hour x the number of estimated hours of work.","flat":"Fixed fees for this service typically range from $3,000 to $12,000."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020257","page":"https://plannerfees.com/planners/hawthorne-wellman-financial-planning-llc-318685/"},{"crd":335068,"name":"Haynes Investment Advisors LLC","city":"Reno","state":"NV","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"AND CONSULTING Haynes Investment Advisors charges an hourly fee of $300 for financial planning."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024879","page":"https://plannerfees.com/planners/haynes-investment-advisors-llc-335068/"},{"crd":145248,"name":"Haysley Financial Services, Inc.","city":"Lake Mary","state":"FL","fees":{"hourly":[400,400],"flat":[25000,25000]},"sourceSentences":{"hourly":"COMPREHENSIVE PLANNING Comprehensive financial planning services are offered on an hourly rate not to exceed $400 with a maximum fixed fee not to exceed $25,000 for the initial engagement.","flat":"COMPREHENSIVE PLANNING Comprehensive financial planning services are offered on an hourly rate not to exceed $400 with a maximum fixed fee not to exceed $25,000 for the initial engagement."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=619645","page":"https://plannerfees.com/planners/haysley-financial-services-inc-145248/"},{"crd":311366,"name":"Haystack Financial Planning","city":"Syosset","state":"NY","fees":{"hourly":[300,300],"monthly":[250,1000],"quarterly":[750,3000]},"sourceSentences":{"monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of up to $2,500.00 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $250.00 - $1,000.00 per month or $750.00 - $3,000.00 per quarter.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of up to $2,500.00 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $250.00 - $1,000.00 per month or $750.00 - $3,000.00 per quarter.","hourly":"The second option is a rate of $300.00 per hour."},"brochureDate":"3/4/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=948443","page":"https://plannerfees.com/planners/haystack-financial-planning-311366/"},{"crd":326649,"name":"Haywood Wealth Management","city":"Houston","state":"TX","fees":{"hourly":[200,1000]},"sourceSentences":{"hourly":"Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 5 Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $200 and $1,000."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049363","page":"https://plannerfees.com/planners/haywood-wealth-management-326649/"},{"crd":333703,"name":"Hazelwood Investment Advisors LLC","city":"Chicago","state":"IL","fees":{"hourly":[175,175],"quarterly":[2500,2500],"annual":[10000,10000]},"sourceSentences":{"annual":"Total Annual Fee = $10,000 (or $2,500 per quarter) Referral Fee Credits From time to time, the Firm may, at its discretion, offer existing clients a fee credit as a courtesy for referring prospective clients to the Firm.","quarterly":"Total Annual Fee = $10,000 (or $2,500 per quarter) Referral Fee Credits From time to time, the Firm may, at its discretion, offer existing clients a fee credit as a courtesy for referring prospective clients to the Firm.","hourly":"Hourly consulting fees are $175 per hour."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056942","page":"https://plannerfees.com/planners/hazelwood-investment-advisors-llc-333703/"},{"crd":316731,"name":"HB Wealth","city":"Atlanta","state":"GA","fees":{"annual":[12500,12500]},"sourceSentences":{"annual":"HB generally imposes a minimum annual fee of $12,500 for its services but may negotiate a fee below the annual minimum, or tiered schedule, where circumstances warrant."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056916","page":"https://plannerfees.com/planners/hb-wealth-316731/"},{"crd":143665,"name":"HBW Advisory Services LLC","city":"Simi Valley","state":"CA","fees":{"monthly":[16,35]},"sourceSentences":{"monthly":"The subscription price is $35/month of which HBW is compensated $16/month."},"brochureDate":"11/13/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996124","page":"https://plannerfees.com/planners/hbw-advisory-services-llc-143665/"},{"crd":165200,"name":"HC Advisors LLC","city":"Sandy Springs","state":"GA","fees":{"hourly":[150,480],"flat":[1500,4000],"quarterly":[100,25000]},"sourceSentences":{"quarterly":"The flat rate fee can range from $100 to $25,000 per quarter.","hourly":"Financial Planning and Consulting Services HC Advisors charges either an hourly fee of $150 to $480 or a fixed fee ranging from $1,500 - $4,000 for broad-based financial planning services, depending on the scope and complexity of the plan, the Client’s situation, and the Client’s objectives.","flat":"Financial Planning and Consulting Services HC Advisors charges either an hourly fee of $150 to $480 or a fixed fee ranging from $1,500 - $4,000 for broad-based financial planning services, depending on the scope and complexity of the plan, the Client’s situation, and the Client’s objectives."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015604","page":"https://plannerfees.com/planners/hc-advisors-llc-165200/"},{"crd":106158,"name":"HCM Wealth","city":"San Rafael","state":"CA","fees":{"hourly":[350,350],"flat":[3000,5000]},"sourceSentences":{"hourly":"Our hourly fee is $350.","flat":"Flat fees generally range from $3,000 to $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033721","page":"https://plannerfees.com/planners/hcm-wealth-106158/"},{"crd":108676,"name":"HCR Wealth Advisors","city":"Los Angeles","state":"CA","fees":{"flat":[500,10000],"annual":[2500,2500]},"sourceSentences":{"flat":"All fees are agreed upon prior to entering into a contract with any client. 7 Our Financial Planning fees typically range from $500.00 to $10,000, depending on the specific arrangement reached with the client.","annual":"There is a minimum annual fee of $2,500 for financial planning and consulting services."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055871","page":"https://plannerfees.com/planners/hcr-wealth-advisors-108676/"},{"crd":317346,"name":"Hda Wealth Management, LLC","city":"Poland","state":"OH","fees":{"hourly":[60,60]},"sourceSentences":{"hourly":"HDAWM Wealth Management on-boarding fee is $60 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016416","page":"https://plannerfees.com/planners/hda-wealth-management-llc-317346/"},{"crd":313427,"name":"HDQ Wealth","city":"Kansas City","state":"MO","fees":{"hourly":[500,500],"annual":[12000,250000]},"sourceSentences":{"annual":"Up to $1,000 per month or $12,000 per year Up to $5,000 per month or $60,000 per year Up to $20,833 per month or $250,000 per year Fixed fees may be negotiated in advance based at the discretion of the Advisor.","hourly":"Fees for business consulting are billed at a rate of $500 per hour and are billed in advance if the services are ongoing, or if on a project basis then fees are billed one-half in advance and one-half upon completion of the services."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055242","page":"https://plannerfees.com/planners/hdq-wealth-313427/"},{"crd":330663,"name":"Head To Toe Financial Planning","city":"Hillsboro","state":"OR","fees":{"hourly":[200,200],"flat":[1000,4000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $4,000.","hourly":"Our hourly rate is $200."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002740","page":"https://plannerfees.com/planners/head-to-toe-financial-planning-330663/"},{"crd":140518,"name":"Headinvest","city":"Portland","state":"ME","fees":{"flat":[3000,5000],"annual":[10000,10000]},"sourceSentences":{"annual":"In addition, there is a minimum fee of $10,000 per year (to be charged quarterly in advance).","flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $3,000 to $5,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021684","page":"https://plannerfees.com/planners/headinvest-140518/"},{"crd":332277,"name":"Headland Capital","city":"Mt. Pleasant","state":"SC","fees":{"flat":[1500,40000]},"sourceSentences":{"flat":"Clients that are receiving financial planning services are charged a fixed fee ranging from $1,500 to $40,000, depending upon the complexity of a client’s plan and services provided."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046820","page":"https://plannerfees.com/planners/headland-capital-332277/"},{"crd":330133,"name":"Headwaters Financial Planning, LLC","city":"Granby","state":"CO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"HFP charges a negotiable hourly fee of $250 per hour for financial planning."},"brochureDate":"2/24/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=945543","page":"https://plannerfees.com/planners/headwaters-financial-planning-llc-330133/"},{"crd":329304,"name":"Heal Financial LLC","city":"Novi","state":"MI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"We charge a maximum of $300/hour for financial planning services provided outside of our investment management services."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024071","page":"https://plannerfees.com/planners/heal-financial-llc-329304/"},{"crd":311482,"name":"Health & Wealth Works LLC","city":"Henrico","state":"VA","fees":{"hourly":[60,60]},"sourceSentences":{"hourly":"Our rate is $60 per hour; billed in 30minute increments."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034113","page":"https://plannerfees.com/planners/health-wealth-works-llc-311482/"},{"crd":330789,"name":"Healthy Wealth","city":"Boiling Springs","state":"PA","fees":{"hourly":[300,300],"annual":[4140,4140]},"sourceSentences":{"annual":"The minimum annual fee for Ongoing Financial Planning is $4,140.","hourly":"Our hourly rate is $300."},"brochureDate":"1/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005487","page":"https://plannerfees.com/planners/healthy-wealth-330789/"},{"crd":336494,"name":"Healthyfp","city":"Conshohocken","state":"PA","fees":{"hourly":[400,400],"flat":[3000,8000]},"sourceSentences":{"flat":"Client Relationship Type Single Couple Family Business One-Time Fixed Fees $3,000 $4,000 $5,000 $8,000 For this service, fees are paid by electronic funds transfer or check, using an independent third-party payment processor in which the client can securely input their payment information.","hourly":"Healthy | Hourly Services With our Healthy Plan, our hourly rate for limited-scope services is $400."},"brochureDate":"1/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005471","page":"https://plannerfees.com/planners/healthyfp-336494/"},{"crd":338442,"name":"Hearthstead Financial, LLC","city":"Flemington","state":"NJ","fees":{"flat":[650,5000]},"sourceSentences":{"flat":"Ongoing Financial Planning Hearthstead collects an initial fee, ranging from $650 to $5,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023661","page":"https://plannerfees.com/planners/hearthstead-financial-llc-338442/"},{"crd":343566,"name":"Heartland Financial Planners","city":"Fishers","state":"IN","fees":{"hourly":[299,299],"flat":[2950,2950]},"sourceSentences":{"hourly":"The Firm's standard hourly financial planning fee is: $299 per hour.","flat":"The Firm also offers comprehensive financial planning engagements beginning at: $2,950."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054994","page":"https://plannerfees.com/planners/heartland-financial-planners-343566/"},{"crd":161998,"name":"Heartwood Financial Services","city":"Sanford","state":"FL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly fee for these services is $200."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004599","page":"https://plannerfees.com/planners/heartwood-financial-services-161998/"},{"crd":332065,"name":"Heartworth Financial LLC","city":"St Louis Park","state":"MN","fees":{"hourly":[350,350],"flat":[600,1200]},"sourceSentences":{"flat":"Ongoing Financial Planning HF collects an initial fee of $600 - $1,200.","hourly":"We also offer hourly financial planning services at a rate of $350 per hour, billed in 30-minute increments, which are generally used for follow-up meetings or ongoing planning support beyond the initial project scope."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039623","page":"https://plannerfees.com/planners/heartworth-financial-llc-332065/"},{"crd":134578,"name":"Heaton Financial, PC","city":"Cedar City","state":"UT","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly fee for financial planning services is $200."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054730","page":"https://plannerfees.com/planners/heaton-financial-pc-134578/"},{"crd":111549,"name":"Heckman Financial & Insurance Services, Inc.","city":"San Jose","state":"CA","fees":{"hourly":[500,500],"annual":[900,12000]},"sourceSentences":{"hourly":"ONE TIME FINANCIAL PLANNING AND CONSULTING One time Financial planning services are are offered based on an hourly fee of $500 per hour.","annual":"ONGOING FINANCIAL PLANNING FEES Ongoing financial planning services are offered for an annual fixed fee between $900 and $12,000 based on complexity and unique Client needs."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032416","page":"https://plannerfees.com/planners/heckman-financial-insurance-services-inc-111549/"},{"crd":292442,"name":"Hedgefield Wealth Management","city":"Denton","state":"TX","fees":{"hourly":[300,300],"flat":[5000,30000]},"sourceSentences":{"hourly":"We charge a fee of $300 per hour for clients who engage us solely for financial planning.","flat":"Standalone Financial Plans Hedgefield Wealth Management may also provide a comprehensive financial plan for a fixed-fee ranging from $5,000 to $30,000, which may be negotiable depending upon the nature and complexity of the Client’s circumstances."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033704","page":"https://plannerfees.com/planners/hedgefield-wealth-management-292442/"},{"crd":306342,"name":"Hegarty Advisors, LLC","city":"Garden City","state":"NY","fees":{"hourly":[400,400],"flat":[2800,2800]},"sourceSentences":{"flat":"The fixed fee is $2,800.00.","hourly":"In the event of early termination by client, any fees for the hours already worked will be due at the rate of $400.00 per hour."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001429","page":"https://plannerfees.com/planners/hegarty-advisors-llc-306342/"},{"crd":146678,"name":"Hegarty Investment Logic, LLC","city":"Aztec","state":"NM","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Typical hourly fees of between $150-$250 per hour are charged depending on the complexity of the client’s situation and needs."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038759","page":"https://plannerfees.com/planners/hegarty-investment-logic-llc-146678/"},{"crd":286160,"name":"Heintz Wealth Management, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[250,250],"annual":[5000,20000]},"sourceSentences":{"annual":"The typical range for financial planning fees is between $5,000 and $20,000 annually, and $5,000 to $50,000 for combined investment management and financial planning services.","hourly":"For hourly arrangements, HWM generally charges $250 per hour for consulting services, and we inform clients in advance of the estimated required hours needed for the project."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058053","page":"https://plannerfees.com/planners/heintz-wealth-management-llc-286160/"},{"crd":292277,"name":"Heirloom Wealth Management LLC","city":"Greenwood Village","state":"CO","fees":{"hourly":[200,200],"flat":[1000,20000]},"sourceSentences":{"flat":"For some clients, our firm offers a flat fee ranging from $1,000 to $20,000 depending on the level of engagement.","hourly":"The hourly rate of $200-500 will be applied for this calculation and is specified in your executed Financial Planning Agreement."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016410","page":"https://plannerfees.com/planners/heirloom-wealth-management-llc-292277/"},{"crd":282356,"name":"Helium Advisors LLC","city":"Vancouver","state":"WA","fees":{"hourly":[300,300],"flat":[5000,25000],"annual":[10000,20000]},"sourceSentences":{"annual":"The negotiable annual flat fee is between $10,000 and $20,000.","hourly":"The negotiated hourly fee for these services is $300.","flat":"Helium Advisors Form ADV 2A 03/2026 Fixed Fees The negotiated fixed rate for creating client financial plans is between $5,000 and $25,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033476","page":"https://plannerfees.com/planners/helium-advisors-llc-282356/"},{"crd":124261,"name":"Heller Wealth Management","city":"Melville","state":"NY","fees":{"hourly":[150,400],"flat":[1500,5000]},"sourceSentences":{"flat":"HWM’s financial planning fees are negotiable, but generally range from $1,500 to $5,000.00 on a fixed fee basis and from $150.00 to $400.00 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s).","hourly":"HWM’s financial planning fees are negotiable, but generally range from $1,500 to $5,000.00 on a fixed fee basis and from $150.00 to $400.00 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s)."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007022","page":"https://plannerfees.com/planners/heller-wealth-management-124261/"},{"crd":128071,"name":"Helm Financial Advisors, LLC","city":"Purcellville","state":"VA","fees":{"annual":[2000,20000]},"sourceSentences":{"annual":"Open Retainer Initial Year of Open Retainer: $5,000 - $20,000 Renewal Years of Open Retainer: $2,000 - $20,000 Fees are calculated annually and payable either as lump sum or quarterly, in advance."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=945170","page":"https://plannerfees.com/planners/helm-financial-advisors-llc-128071/"},{"crd":307692,"name":"Helping Hand Financial, LLC","city":"Greenwood","state":"IN","fees":{"hourly":[350,350],"annual":[1000,6000]},"sourceSentences":{"hourly":"We offer our comprehensive financial planning services on an hourly basis at a rate of $350 per hour.","annual":"We also offer our financial planning services for an annual fee that ranges from $1,000 to $6,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027534","page":"https://plannerfees.com/planners/helping-hand-financial-llc-307692/"},{"crd":106414,"name":"Hemsley Advisors, LTD.","city":"Chicago","state":"IL","fees":{"hourly":[200,200],"annual":[300,50000]},"sourceSentences":{"annual":"Assets Under Management Annual Fee Less than $50,000 Minimum fee of $300 per year; however, fee may be waived upon discretion of Advisor.","hourly":"Our financial planning fees are calculated and charged on an hourly basis, at $200.00 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028033","page":"https://plannerfees.com/planners/hemsley-advisors-ltd-106414/"},{"crd":170839,"name":"Hendershott Wealth Management, LLC","city":"Fishers","state":"IN","fees":{"hourly":[350,350],"flat":[1000,12000]},"sourceSentences":{"hourly":"We charge an hourly fee of $350 for financial planning services, which is negotiable depending on the scope and complexity of your situation and financial objectives.","flat":"The fixed fee can range between $1,000.00 and $12,000.00."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012682","page":"https://plannerfees.com/planners/hendershott-wealth-management-llc-170839/"},{"crd":150876,"name":"Henderson Asset Management, LLC","city":"Bend","state":"OR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial planning services will be charged on an hourly basis, at $250.00 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029883","page":"https://plannerfees.com/planners/henderson-asset-management-llc-150876/"},{"crd":289593,"name":"Hendricks Wealth and Estate Management","city":"Algonquin","state":"IL","fees":{"hourly":[695,695],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $695.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047789","page":"https://plannerfees.com/planners/hendricks-wealth-and-estate-management-289593/"},{"crd":285986,"name":"Hendrickson Financial Services, LLC","city":"Dickinson","state":"ND","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019677","page":"https://plannerfees.com/planners/hendrickson-financial-services-llc-285986/"},{"crd":331039,"name":"Hendrix Financial Planning","city":"Boiling Springs","state":"PA","fees":{"hourly":[175,175],"flat":[2500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 - $10,000.","hourly":"The Advisor’s hourly fee will be billed at a rate of $175 per hour and is 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circumstances."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058804","page":"https://plannerfees.com/planners/henrickson-nauta-wealth-advisors-inc-141201/"},{"crd":104545,"name":"Henssler Financial","city":"Kennesaw","state":"GA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"One-Time Fee $5,000 Asset Management Our Asset Management Program has been designed to be flexible enough to cater to each individual’s financial situation."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038427","page":"https://plannerfees.com/planners/henssler-financial-104545/"},{"crd":327545,"name":"Her Personal Finance","city":"Austin","state":"TX","fees":{"hourly":[0,600],"flat":[0,10000],"monthly":[250,625],"quarterly":[750,1875],"annual":[3000,7500]},"sourceSentences":{"hourly":"Our hourly rate ranges from $0 to $600.","annual":"Clients may engage us on an ongoing retainer basis at an annual rate ranging from $3,000 to $7,500 per year, billed in monthly installments of $250 to $625 per month (or $750 to $1,875 quarterly), depending on the complexity and scope of ongoing needs.","monthly":"Clients may engage us on an ongoing retainer basis at an annual rate ranging from $3,000 to $7,500 per year, billed in monthly installments of $250 to $625 per month (or $750 to $1,875 quarterly), depending on the complexity and scope of ongoing needs.","quarterly":"Clients may engage us on an ongoing retainer basis at an annual rate ranging from $3,000 to $7,500 per year, billed in monthly installments of $250 to $625 per month (or $750 to $1,875 quarterly), depending on the complexity and scope of ongoing needs.","flat":"There is an initiation fee for data gathering, client set up, and the initial plan of $0 - $10,000. ●​ Hourly Consulting:"},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054693","page":"https://plannerfees.com/planners/her-personal-finance-327545/"},{"crd":307283,"name":"Heritage Advisors Group, Inc.","city":"Altamonte Springs","state":"FL","fees":{"hourly":[200,300],"flat":[1000,10000]},"sourceSentences":{"flat":"The minimum fixed fee for Advisor’s initial financial planning services is generally $1,000, and the maximum fixed fee is generally no more than $10,000.","hourly":"An hourly fee in the range of $200 to $300 (depending upon the complexity of client’s situation) is charged by Heritage Advisors Group for consulting services provided under this arrangement."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022049","page":"https://plannerfees.com/planners/heritage-advisors-group-inc-307283/"},{"crd":323344,"name":"Heritage Asset Management, LLC","city":"Belton","state":"MO","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"flat":"Financial planning services are offered based on a fixed fee between $500 and $5,000 dependent upon the complexity of the Client’s specific situation.","hourly":"Consulting services are offered based on an hourly fee of $250 per hour."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004801","page":"https://plannerfees.com/planners/heritage-asset-management-llc-323344/"},{"crd":127650,"name":"Heritage Capital, LLC","city":"Woodbridge","state":"CT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly rates are $300, billed in 20minute increments and are payable at the completion of the project."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015191","page":"https://plannerfees.com/planners/heritage-capital-llc-127650/"},{"crd":154955,"name":"Heritage Financial Advisors, LLC","city":"Waterville","state":"OH","fees":{"hourly":[150,200]},"sourceSentences":{"hourly":"3 Financial Planning and Investment Consultation Services Hourly fees for financial planning and incidental investment consulting services are $150 to $200 per hour; billed in 15-minute increments (four increments per hour) and a partial increment will be treated as a whole."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028846","page":"https://plannerfees.com/planners/heritage-financial-advisors-llc-154955/"},{"crd":288232,"name":"Heritage Financial Counselors, LLC","city":"Bedminster","state":"NJ","fees":{"flat":[15000,15000]},"sourceSentences":{"flat":"Flat fees will not exceed $15,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025959","page":"https://plannerfees.com/planners/heritage-financial-counselors-llc-288232/"},{"crd":285149,"name":"Heritage Financial LLC","city":"Gainesville","state":"VA","fees":{"hourly":[475,475],"flat":[1000,20000]},"sourceSentences":{"flat":"The arrangement is typically provided on a fixed fee basis, and the fixed fees will range from $1,000 to $20,000.","hourly":"At the discretion of HF, financial planning services may be done on an hourly basis with a rate of $475 per hour."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047752","page":"https://plannerfees.com/planners/heritage-financial-llc-285149/"},{"crd":128532,"name":"Heritage Financial Network, Inc.","city":"Concord","state":"MA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $350 per hour, but may be negotiated in advance."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006279","page":"https://plannerfees.com/planners/heritage-financial-network-inc-128532/"},{"crd":342502,"name":"Heritage First Wealth Management, LLC","city":"Kansas City","state":"MO","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"HFWM charges a fixed fee between $1,000 and $5,000 based on complexity and unique Client needs."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059836","page":"https://plannerfees.com/planners/heritage-first-wealth-management-llc-342502/"},{"crd":312077,"name":"Heritage Hill Adviser","city":"Cochecton","state":"NY","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Fees for Consultations are at the flat rate of $100 per hour."},"brochureDate":"1/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005462","page":"https://plannerfees.com/planners/heritage-hill-adviser-312077/"},{"crd":110420,"name":"Heritage Investors Management Corp","city":"Bethesda","state":"MD","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Such consulting services are available to individuals and entities that are not clients on an hourly basis not to exceed $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031207","page":"https://plannerfees.com/planners/heritage-investors-management-corp-110420/"},{"crd":337548,"name":"Heritage Legacy Wealth LLC","city":"Buffalo Grove","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051570","page":"https://plannerfees.com/planners/heritage-legacy-wealth-llc-337548/"},{"crd":116287,"name":"Heritage Planning & Investing Services, LLC","city":"Louisville","state":"CO","fees":{"hourly":[45,100]},"sourceSentences":{"hourly":"The fee for Hourly Advisory Consulting Services will range from $45 to $100 per hour, as specified in the advisory service agreement, and will be billed quarterly as various phases of the financial consulting services are completed."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013907","page":"https://plannerfees.com/planners/heritage-planning-investing-services-llc-116287/"},{"crd":328326,"name":"Heritage Private Wealth","city":"Nashville","state":"TN","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Fee ​ PWG charges $150 per hour for separately contracted financial-planning services."},"brochureDate":"9/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058470","page":"https://plannerfees.com/planners/heritage-private-wealth-328326/"},{"crd":165191,"name":"Heritage Retirement Advisors, LLC","city":"Colleyville","state":"TX","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"An hourly fee of $350 per hour is charged by HRA for financial planning services under this arrangement."},"brochureDate":"3/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015790","page":"https://plannerfees.com/planners/heritage-retirement-advisors-llc-165191/"},{"crd":305458,"name":"Heritage Road Advisors","city":"Seattle","state":"WA","fees":{"hourly":[250,250],"flat":[2000,7500]},"sourceSentences":{"hourly":"Services are provided on an hourly fee basis at $250 per hour.","flat":"The fee for financial plans ranges from $2,000 to $7,500+ based on the planning time expended which ranges from 8 to 30+ hours."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030933","page":"https://plannerfees.com/planners/heritage-road-advisors-305458/"},{"crd":312545,"name":"Heritage Wealth Advisors","city":"Cincinnati","state":"OH","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Heritage also charges a flat fee of $1,000 for financial planning in certain circumstances."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020238","page":"https://plannerfees.com/planners/heritage-wealth-advisors-312545/"},{"crd":122394,"name":"Heritage Wealth Management","city":"Houston","state":"TX","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"HWM will charge a fixed fee, which ranges between $2,500 and $10,000 for comprehensive financial planning services."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010403","page":"https://plannerfees.com/planners/heritage-wealth-management-122394/"},{"crd":148459,"name":"Heritage Wealth Management Group, LTD","city":"Norfolk","state":"VA","fees":{"flat":[1000,12500],"annual":[1000,12500]},"sourceSentences":{"annual":"Adviser is compensated for its Investment Management and Comprehensive Financial Planning advisory services either by fees charged based on a client’s assets under management with Adviser or by a flat annual fee of between $1,000 and $12,500 paid semi-annually, quarterly, or monthly in advance.","flat":"The flat fee generally ranges between $1,000 and $12,500, and we generally charge the entirety of the flat fee at the beginning of the financial planning engagement."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016737","page":"https://plannerfees.com/planners/heritage-wealth-management-group-ltd-148459/"},{"crd":316956,"name":"Heritage Wealth Management, Inc.","city":"San Diego","state":"CA","fees":{"flat":[1500,25000]},"sourceSentences":{"flat":"Generally, rates range from $1,500 – $25,000 on a fixed fee basis, based on the scope and complexity of the requested services, as stipulated in the Agreement."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021080","page":"https://plannerfees.com/planners/heritage-wealth-management-inc-316956/"},{"crd":333235,"name":"Hermitage Wealth","city":"Richmond","state":"VA","fees":{"hourly":[200,2000],"flat":[1000,20000]},"sourceSentences":{"flat":"AND CONSULTING SERVICES (STAND-ALONE) HW’s financial planning and consulting fees are negotiable but can range from $1,000 to $20,000 on a fixed fee basis depending upon the scope and complexity of the services or range from $200 to $2,000 per hour if engaged on an hourly rate basis.","hourly":"AND CONSULTING SERVICES (STAND-ALONE) HW’s financial planning and consulting fees are negotiable but can range from $1,000 to $20,000 on a fixed fee basis depending upon the scope and complexity of the services or range from $200 to $2,000 per hour if engaged on an hourly rate basis."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035041","page":"https://plannerfees.com/planners/hermitage-wealth-333235/"},{"crd":306330,"name":"Hermosa Advisors","city":"Hermosa Beach","state":"CA","fees":{"flat":[3000,8000],"annual":[2000,5000]},"sourceSentences":{"flat":"Though negotiable, our price for a financial plan ranges from $3000 to $8000.","annual":"Based on the complexity of the engagement, we will charge at the annualized rate of $2000 to $5000 annually, with payment to be collected monthly or quarterly in arrears as mutually agreed."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015719","page":"https://plannerfees.com/planners/hermosa-advisors-306330/"},{"crd":142382,"name":"Hermosa Capital Management, LLC","city":"Hermosa Beach","state":"CA","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"The typical hourly fee ranges from $200 to $500, based on the associate providing the service."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=919107","page":"https://plannerfees.com/planners/hermosa-capital-management-llc-142382/"},{"crd":310771,"name":"Hermosa Wealth Management","city":"Hermosa Beach","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour billed either 50% in advance with the balance due upon plan delivery or billed in equal monthly installments in advance over 12 months."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045855","page":"https://plannerfees.com/planners/hermosa-wealth-management-310771/"},{"crd":156433,"name":"Hernandez 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hour."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=991444","page":"https://plannerfees.com/planners/herndon-wealth-services-inc-313930/"},{"crd":327809,"name":"Heroic Financial LLC","city":"Barnegat","state":"NJ","fees":{"hourly":[195,195]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $195 per hour."},"brochureDate":"12/13/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=867763","page":"https://plannerfees.com/planners/heroic-financial-llc-327809/"},{"crd":339109,"name":"Heron Wealth LLC","city":"Raleigh","state":"NC","fees":{"hourly":[300,300],"flat":[6000,6000]},"sourceSentences":{"flat":"Ongoing Financial Planning HW collects an initial fee, no greater than $6,000.","hourly":"Our hourly rate is $300."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051393","page":"https://plannerfees.com/planners/heron-wealth-llc-339109/"},{"crd":122965,"name":"Herr Capital Management LLC","city":"Chicago","state":"IL","fees":{"hourly":[85,350],"monthly":[291,291],"annual":[3500,3500]},"sourceSentences":{"monthly":"Our minimum fee for a 12-month comprehensive financial planning engagement is $291.67 per month or $3,500 annually, up to a maximum of $15,000, generally, except for cases where a negotiated higher fee may be implemented where the amount of assets and/or the amount of time exceeds that of the average client assets…","annual":"Our minimum fee for a 12-month comprehensive financial planning engagement is $291.67 per month or $3,500 annually, up to a maximum of $15,000, generally, except for cases where a negotiated higher fee may be implemented where the amount of assets and/or the amount of time exceeds that of the average client assets…","hourly":"Administrative (Record keeping, filing, typing, correspondence) $ 85 per hour Professional (financial planning, advice, consultation, research, etc.) $350 per hour."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012810","page":"https://plannerfees.com/planners/herr-capital-management-llc-122965/"},{"crd":149907,"name":"Hershey Financial Advisers, LLC","city":"Lancaster","state":"PA","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Hourly fees usually range from $150 to a maximum rate of $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037266","page":"https://plannerfees.com/planners/hershey-financial-advisers-llc-149907/"},{"crd":174141,"name":"Herzog Financial Group, LLC","city":"Saint Louis","state":"MO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Herzog charges an hourly fee for investment planning services at a flat rate of $250 per hour and are invoiced monthly or upon the completion of the project."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010212","page":"https://plannerfees.com/planners/herzog-financial-group-llc-174141/"},{"crd":286235,"name":"Hesen & Haslam","city":"Woodland Hills","state":"CA","fees":{"hourly":[350,350],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014114","page":"https://plannerfees.com/planners/hesen-haslam-286235/"},{"crd":330001,"name":"Hewitt Wealth Management Inc.","city":"Newbury Park","state":"CA","fees":{"annual":[6000,30000]},"sourceSentences":{"annual":"The annual fee for this engagement is $6,000 - $30,000, and is based on the complexity of the client’s financial needs and situation."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009308","page":"https://plannerfees.com/planners/hewitt-wealth-management-inc-330001/"},{"crd":298791,"name":"Hexeum Capital","city":"Newport Beach","state":"CA","fees":{"flat":[10000,50000],"annual":[10000,50000]},"sourceSentences":{"flat":"Multi-component, project-based planning engagements are assessed fixed fees that ranges from $10,000 to $50,000.","annual":"We are paid a fixed fee for this service at the rate of $10,000 to $50,000 per year, which is to be paid in monthly or quarterly installments."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039718","page":"https://plannerfees.com/planners/hexeum-capital-298791/"},{"crd":154971,"name":"Heyman Wealth Management, LLC","city":"Encino","state":"CA","fees":{"flat":[2500,10000],"annual":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range typically between $2,500 to $10,000, but can be higher depending on the client’s level of financial complexity and the time required for the plan.","annual":"Fees are paid quarterly in arrears, at the same time fees for Discretionary Account Management and Investment Advisory Services are billed, ranging from $1,000 to $10,000 per year."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057556","page":"https://plannerfees.com/planners/heyman-wealth-management-llc-154971/"},{"crd":309051,"name":"HF Advisory Group, LLC","city":"Annapolis","state":"MD","fees":{"hourly":[250,650],"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000.","hourly":"The negotiated hourly fee for these services is between $250 - $650."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016549","page":"https://plannerfees.com/planners/hf-advisory-group-llc-309051/"},{"crd":148406,"name":"HFG Wealth Management, LLC","city":"The Woodlands","state":"TX","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"This service is provided on an hourly basis (at $400/hour) or as otherwise negotiated and noted on the agreement with the client."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058812","page":"https://plannerfees.com/planners/hfg-wealth-management-llc-148406/"},{"crd":131174,"name":"HFM Advisors","city":"Los Angeles","state":"CA","fees":{"hourly":[185,185],"flat":[1500,5000]},"sourceSentences":{"flat":"HFM’s financial planning and consulting fees are negotiable, but generally range from $1,500 to $5,000 on a fixed fee basis and/or $185 on an hourly rate basis, depending upon the level and scope of the services.","hourly":"HFM’s financial planning and consulting fees are negotiable, but generally range from $1,500 to $5,000 on a fixed fee basis and/or $185 on an hourly rate basis, depending upon the level and scope of the services."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015420","page":"https://plannerfees.com/planners/hfm-advisors-131174/"},{"crd":289103,"name":"HFM Investment Advisors, LLC","city":"Glassboro","state":"NJ","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"In the event of early termination, clients will be billed for services rendered based on an hourly rate of $150."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036262","page":"https://plannerfees.com/planners/hfm-investment-advisors-llc-289103/"},{"crd":315574,"name":"HFP Investments","city":"Columbia","state":"MO","fees":{"hourly":[250,250],"annual":[1200,1200]},"sourceSentences":{"annual":"The minimum fee is $1,200 per annum and the maximum fee is $8,000, per annum.","hourly":"FINANCIAL CONSULTING FEES HFP charges an hourly fee of $250 per hour for financial consulting."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021690","page":"https://plannerfees.com/planners/hfp-investments-315574/"},{"crd":161032,"name":"HG Wealth Management, LLC","city":"Chicago","state":"IL","fees":{"hourly":[250,250],"annual":[1000,10000]},"sourceSentences":{"annual":"We offer our financial planning and investment consultation services on a fixed-fee basis, with fees typically ranging from $1,000 to $10,000 annually.","hourly":"Fees for these services are $250 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016560","page":"https://plannerfees.com/planners/hg-wealth-management-llc-161032/"},{"crd":327649,"name":"HHL Wealth Advisors Inc.","city":"Flushing","state":"NY","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Fixed fee typically starting at $1,000."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044662","page":"https://plannerfees.com/planners/hhl-wealth-advisors-inc-327649/"},{"crd":319509,"name":"Hibernia Wealth Partners, LLC","city":"Baton Rouge","state":"LA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014177","page":"https://plannerfees.com/planners/hibernia-wealth-partners-llc-319509/"},{"crd":323171,"name":"Hicks & Associates Wealth Management, LLC","city":"Cary","state":"NC","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"If a consulting engagement is terminated before completion of the agreed-upon services, the client will be charged or refunded a prorated fee based on the time incurred through the date of termination at an hourly rate of $500 (or another hourly rate as specified in our agreement)."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011905","page":"https://plannerfees.com/planners/hicks-associates-wealth-management-llc-323171/"},{"crd":158609,"name":"Hicks Capital Management, LLC","city":"Columbus","state":"OH","fees":{"hourly":[75,500],"flat":[500,25000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $25,000 on a fixed fee basis, and from $75 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $25,000 on a fixed fee basis, and from $75 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048383","page":"https://plannerfees.com/planners/hicks-capital-management-llc-158609/"},{"crd":317831,"name":"Hicks Financial Partners, LLC","city":"Southern Pines","state":"NC","fees":{"hourly":[250,250],"flat":[2500,2500],"quarterly":[500,500]},"sourceSentences":{"flat":"One-time Comprehensive Financial Plan and Project Based Engagements One-time Financial Planning consists of a negotiable charge of $2,500.","quarterly":"Our typical fee for ongoing financial planning is $500 per quarter but can be adjusted based on complexity and is negotiable at HFP’s discretion.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058106","page":"https://plannerfees.com/planners/hicks-financial-partners-llc-317831/"},{"crd":339582,"name":"Hicok Financial Solutions, LLC","city":"Templeton","state":"CA","fees":{"flat":[2500,9500]},"sourceSentences":{"flat":"Typical Financial Planning Services fees range from $2,500 to $9,500."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042963","page":"https://plannerfees.com/planners/hicok-financial-solutions-llc-339582/"},{"crd":318677,"name":"Hidden Cove Wealth Management","city":"Bainbridge Island","state":"WA","fees":{"flat":[1500,3500],"annual":[3500,7500]},"sourceSentences":{"annual":"While most clients will be charged an annual fixed fee ranging between $3,500 to $7,500 per year, clients with more complex financial planning needs may pay annual fixed fees of up to $25,000 for these services.","flat":"For one-time financial planning and consulting engagements, we typically charge fixed fees ranging from $1,500 $3,500."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006180","page":"https://plannerfees.com/planners/hidden-cove-wealth-management-318677/"},{"crd":340557,"name":"Hifi Planning","city":"Long Beach","state":"CA","fees":{"hourly":[300,300],"flat":[5000,12000]},"sourceSentences":{"flat":"Fixed fee rates range between $5,000 to $12,000.","hourly":"The rate for Hourly Financial Planning, as of June 5, 2026, is $300 per hour, subject to a one-hour minimum for all hourly engagements."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052355","page":"https://plannerfees.com/planners/hifi-planning-340557/"},{"crd":106151,"name":"High Country Capital Management","city":"Montrose","state":"CO","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"When a project fee is proposed, this fee will be based upon the nature, scope and complexity of services and using the Adviser’s hourly rate ($300)."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031889","page":"https://plannerfees.com/planners/high-country-capital-management-106151/"},{"crd":344104,"name":"High Country Stewardship","city":"Bozeman","state":"MT","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our hourly rate is $500."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057758","page":"https://plannerfees.com/planners/high-country-stewardship-344104/"},{"crd":335788,"name":"High Flight Financial LLC","city":"Allen","state":"TX","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"Hourly fees generally range from $200 to $400 depending on client classification, complexity, and scope of services."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041601","page":"https://plannerfees.com/planners/high-flight-financial-llc-335788/"},{"crd":322427,"name":"High Note Financial LLC","city":"La Center","state":"WA","fees":{"hourly":[250,250],"flat":[350,350]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Fees for financial plans are billed $350 upon the commencement of the advisory agreement with the remaining balance billed quarterly in arrears."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024165","page":"https://plannerfees.com/planners/high-note-financial-llc-322427/"},{"crd":334871,"name":"High Peaks Wealth Strategies","city":"Parker","state":"CO","fees":{"monthly":[39,99],"annual":[468,1108]},"sourceSentences":{"monthly":"Tier level fees Tier 1 Tier 2 Tier 3 $39/month ($468 annually) $69/month ($828 annually) $99/month ($1,108 annually) - 4- Client may cancel within five (5) business days of signing Agreement with no obligation and without penalty.","annual":"Tier level fees Tier 1 Tier 2 Tier 3 $39/month ($468 annually) $69/month ($828 annually) $99/month ($1,108 annually) - 4- Client may cancel within five (5) business days of signing Agreement with no obligation and without penalty."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032933","page":"https://plannerfees.com/planners/high-peaks-wealth-strategies-334871/"},{"crd":147111,"name":"High Point Wealth Management, LLC","city":"Chester","state":"NJ","fees":{"hourly":[200,250]},"sourceSentences":{"hourly":"These fees are negotiable, but generally range up to $2,500 on a fixed fee basis and/or from $200 to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008795","page":"https://plannerfees.com/planners/high-point-wealth-management-llc-147111/"},{"crd":334792,"name":"High Tide Advisory LLC","city":"Iron Mountain","state":"MI","fees":{"hourly":[300,300],"flat":[2500,2500]},"sourceSentences":{"flat":"Advisory service Fee or range Flat-fee financial planning Basic $2,500;","hourly":"Hourly consulting $300 per hour; five-hour bundle $1,400; ten-hour bundle $2,700."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053526","page":"https://plannerfees.com/planners/high-tide-advisory-llc-334792/"},{"crd":338202,"name":"High Top Growth Partners","city":"Charlottesville","state":"VA","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"The firm charges an hourly rate of $500 for these services.","flat":"For illustrative purposes, a 20-hour engagement, inclusive of client meetings and prep work, would be invoiced as a one-time $10,000 engagement at the base rate of $500/hr."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049325","page":"https://plannerfees.com/planners/high-top-growth-partners-338202/"},{"crd":338408,"name":"Highbrook Capital Partners","city":"Atlanta","state":"GA","fees":{"hourly":[500,500],"flat":[7500,30000]},"sourceSentences":{"flat":"HCP will charge a fixed fee that ranges from $7,500 to $30,000.00 for financial planning services.","hourly":"Alternatively, we can negotiate an hourly fee arrangement at our negotiable rate of $500 per hour."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059934","page":"https://plannerfees.com/planners/highbrook-capital-partners-338408/"},{"crd":141694,"name":"Highland Investment Advisors LLC","city":"Ponte Vedra","state":"FL","fees":{"flat":[3500,10000],"monthly":[175,175]},"sourceSentences":{"flat":"The professional fees for our Financial Planning and Consulting services generally range from $3,500 to $10,000, or more, depending on the scope and complexity of the engagement.","monthly":"SUBSCRIPTION-BASED FINANICAL PLANNING Subscription-based financial planning is available for a fee starting at $175/month."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009242","page":"https://plannerfees.com/planners/highland-investment-advisors-llc-141694/"},{"crd":299209,"name":"Highland MB Wealth LLC","city":"Torrance","state":"CA","fees":{"hourly":[125,500]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $125 and $500."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001912","page":"https://plannerfees.com/planners/highland-mb-wealth-llc-299209/"},{"crd":154031,"name":"Highland Wealth Advisory LLC","city":"Rochester","state":"NY","fees":{"hourly":[300,300],"flat":[100,5000]},"sourceSentences":{"flat":"Highland Wealth Advisory LLC 5 Form ADV 2A Version: 3/26/2026 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $100 and $5,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027585","page":"https://plannerfees.com/planners/highland-wealth-advisory-llc-154031/"},{"crd":284712,"name":"Highline Wealth Partners","city":"Sherman Oaks","state":"CA","fees":{"hourly":[500,500],"flat":[5000,5000],"monthly":[500,2000]},"sourceSentences":{"hourly":"SERVICE ANNUAL FEE Up to $2M 0.50% $2M and above 0.25% Financial Planning Services As described in Item 4 of this brochure, Highline offers fee-only financial planning within the Financial Planning Services line of business at an estimated base rate of $500 per hour utilizing the Financial Planning Services Contract.","flat":"Enterprise Support Services Highline’s Enterprise Support Services are billed as a flat fee of $5,000 in advance, typically, for initial review, due diligence, and onboarding.","monthly":"In addition, a monthly ongoing rate of $500 - $2,000 per month may be charged based on the enterprise’s complexity and based on mutual written agreement."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049120","page":"https://plannerfees.com/planners/highline-wealth-partners-284712/"},{"crd":337564,"name":"Highmark, LLC","city":"Brentwood","state":"TN","fees":{"hourly":[250,250],"flat":[100,25000],"annual":[1000,100000]},"sourceSentences":{"flat":"Highmark charges a fixed fee between $100 and $25,000 based on complexity and unique Client needs.","hourly":"If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client based on the hours of work completed by Highmark at a rate of $250 per hour.","annual":"If charged as a flat fee, the annual fees will range from $1,000 to $100,000 depending on the size and complexity of the ERISA plan."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005571","page":"https://plannerfees.com/planners/highmark-llc-337564/"},{"crd":159535,"name":"Highpass Asset Management LLC","city":"Denver","state":"CO","fees":{"hourly":[750,750],"flat":[5000,20000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $5,000 to $20,000 on a fixed fee basis or are charged at a flat fee of $750 on an hourly rate basis, depending upon the level and scope of the services provided.","hourly":"These fees are negotiable, but generally range from $5,000 to $20,000 on a fixed fee basis or are charged at a flat fee of $750 on an hourly rate basis, depending upon the level and scope of the services provided."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046678","page":"https://plannerfees.com/planners/highpass-asset-management-llc-159535/"},{"crd":316636,"name":"Highpoint Planning Partners","city":"Downers Grove","state":"IL","fees":{"flat":[500,20000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $500 to $20,000, depending on the nature and complexity of each client’s circumstances, payable in advance or upon completion of the plan/project; or 3."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028509","page":"https://plannerfees.com/planners/highpoint-planning-partners-316636/"},{"crd":340720,"name":"Highrock Capital Management Inc.","city":"Uniondale","state":"NY","fees":{"flat":[1500,5000],"monthly":[129,129],"quarterly":[300,300]},"sourceSentences":{"quarterly":"(2) Research Subscription Fees Tier Content Fee Billing Annualized Insights General market commentary No charge — — CRD #340720 | August 26, 2026 | Page 7 of 19 HighRock Capital Management Inc. | Form ADV Part 2A — Disclosure Brochure Tier Content Fee Billing Annualized Research Research reports and coverage…","monthly":"(2) Research Subscription Fees Tier Content Fee Billing Annualized Insights General market commentary No charge — — CRD #340720 | August 26, 2026 | Page 7 of 19 HighRock Capital Management Inc. | Form ADV Part 2A — Disclosure Brochure Tier Content Fee Billing Annualized Research Research reports and coverage…","flat":"(3) Financial Planning Fees Financial planning is charged on a fixed-fee basis, ranging from $1,500 to $5,000 depending on the complexity and scope of the engagement."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056407","page":"https://plannerfees.com/planners/highrock-capital-management-inc-340720/"},{"crd":293842,"name":"Highrocks Wealth, LLC","city":"Santa Fe","state":"NM","fees":{"hourly":[400,400],"flat":[4000,4000]},"sourceSentences":{"flat":"March 26, 2026 Description of Financial Planning Services Basic Financial Plan: $4,000.00 A Basic Financial Plan provides a general overview of a client’s financial situation, identification of client goals, data gathering, financial planning analysis and presentation of recommendations.","hourly":"March 26, 2026 Hourly Financial Planning and Consulting Fees The regular hourly fee is $400.00 per hour with a minimum engagement of four hours, for a total minimum of $1,600.00 plus applicable New Mexico gross receipts tax."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026950","page":"https://plannerfees.com/planners/highrocks-wealth-llc-293842/"},{"crd":152282,"name":"Highsmith Financial Planning, LLC","city":"Brownsburg","state":"IN","fees":{"hourly":[230,230]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice services are $230 per hour, billed in six minute increments."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038244","page":"https://plannerfees.com/planners/highsmith-financial-planning-llc-152282/"},{"crd":288369,"name":"Hightower & Boler, LLC","city":"Chicago","state":"IL","fees":{"hourly":[300,300],"flat":[1200,3000]},"sourceSentences":{"hourly":"The fee for a financial consultative review is billed at a rate of $300 per hour.","flat":"Fees for a basic financial plan range from $1,200 - $3,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015090","page":"https://plannerfees.com/planners/hightower-boler-llc-288369/"},{"crd":335485,"name":"Highwind Wealth Management","city":"Raleigh","state":"NC","fees":{"flat":[1,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $1 to $5000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008859","page":"https://plannerfees.com/planners/highwind-wealth-management-335485/"},{"crd":164942,"name":"Hiley Hunt Wealth Management, Inc.","city":"Omaha","state":"NE","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"An hourly fee of $300 per hour is charged by HHWM for financial planning services under this arrangement."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059381","page":"https://plannerfees.com/planners/hiley-hunt-wealth-management-inc-164942/"},{"crd":314359,"name":"Hill and Labarre Wealth Management","city":"Williamstown","state":"NJ","fees":{"hourly":[250,250],"monthly":[100,100]},"sourceSentences":{"monthly":"Foundational Advisory - $100 / Month Simple businesses that want occasional guidance but are mostly self-directed.","hourly":"An hourly fee of $250 per hour is charged by Premier Investment Services for consulting services."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013037","page":"https://plannerfees.com/planners/hill-and-labarre-wealth-management-314359/"},{"crd":307376,"name":"Hill Country Group","city":"Boerne","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"All Assets Up to 140 basis points* Financial Planning and Consulting Fee Schedule Hourly $250 per hour Annual Planning Initial Fee:"},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006165","page":"https://plannerfees.com/planners/hill-country-group-307376/"},{"crd":325783,"name":"Hill Country Kingdom Advisors","city":"Castle Rock","state":"CO","fees":{"hourly":[250,250],"flat":[1200,10000]},"sourceSentences":{"hourly":"Cost for hourly Financial Planning Services is $250 per hour.","flat":"This service is offered on a fixed fee basis ranging from $1,200 to $10,000 per plan."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018663","page":"https://plannerfees.com/planners/hill-country-kingdom-advisors-325783/"},{"crd":313469,"name":"Hill Island Financial LLC","city":"Grand Rapids","state":"MI","fees":{"flat":[1500,15000],"monthly":[375,1000]},"sourceSentences":{"flat":"Project-based fees range from $1,500 to $15,000.","monthly":"On-going fees range from $375 to $1,000 per month."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020586","page":"https://plannerfees.com/planners/hill-island-financial-llc-313469/"},{"crd":149511,"name":"Hill Wealth Strategies","city":"Richmond","state":"VA","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.","hourly":"Services are offered based on a non-negotiable hourly fee of $200 per hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011917","page":"https://plannerfees.com/planners/hill-wealth-strategies-149511/"},{"crd":296862,"name":"Hill-Top Financial Planning, LLC","city":"Kansas City","state":"MO","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"Transition Point For Investment Management Services Only clients (“AUM Only”), once their annual fee reaches $10,000, Comprehensive Financial Planning services become a complementary part of their fee."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021517","page":"https://plannerfees.com/planners/hill-top-financial-planning-llc-296862/"},{"crd":130291,"name":"Hillberg Capital Management, LLC","city":"Turlock","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"An hourly fee of $300 an hour is charged based on actual time expended for supervision and financial planning provided under hourly contracts."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035889","page":"https://plannerfees.com/planners/hillberg-capital-management-llc-130291/"},{"crd":126818,"name":"Hillcrest Wealth Advisors - Ny, LLC","city":"Holmdel","state":"NJ","fees":{"hourly":[500,600],"flat":[7500,7500],"annual":[7500,10000]},"sourceSentences":{"hourly":"These stand-alone services will be billed at a rate of $500-$600 per hour.","annual":"Clients requesting only a financial plan are charged either a fee of $500-$600 per hour, or a fixed fee generally ranging from $7,500 to $10,000 annually depending on the nature and complexity of the client's circumstances.","flat":"Under special circumstances, the fixed fee may be less than $7,500."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046039","page":"https://plannerfees.com/planners/hillcrest-wealth-advisors-ny-llc-126818/"},{"crd":133235,"name":"Hillebrand Financial Planning LLC","city":"Ashburn","state":"VA","fees":{"hourly":[400,400],"flat":[500,500]},"sourceSentences":{"hourly":"Fees for financial planning and investment advisory services start at $400 per hour.","flat":"Fees for financial plans are billed $500 in advance, with the balance due upon delivery of the financial plan."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028421","page":"https://plannerfees.com/planners/hillebrand-financial-planning-llc-133235/"},{"crd":274030,"name":"Hilltop Financial Advisors","city":"Milwaukee","state":"WI","fees":{"hourly":[250,250],"flat":[2000,4000]},"sourceSentences":{"flat":"The fixed fee is generally $2,000 - $4,000 but may vary due to complexity.","hourly":"Financial Planning fee is an hourly rate of $250.00 per hour."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030292","page":"https://plannerfees.com/planners/hilltop-financial-advisors-274030/"},{"crd":334342,"name":"Hilltop Planning","city":"Austin","state":"TX","fees":{"hourly":[350,350],"quarterly":[1500,3000]},"sourceSentences":{"quarterly":"Clients with less than $500,000 in assets under management, will be charged a quarterly fee ranging between $1,500 to $3,000.","hourly":"Our hourly rate is $350."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031421","page":"https://plannerfees.com/planners/hilltop-planning-334342/"},{"crd":283014,"name":"Hilltop Wealth Advisors, LLC","city":"Chapel Hill","state":"NC","fees":{"flat":[5000,50000]},"sourceSentences":{"flat":"With respect to separate financial planning services that are provided on an ongoing basis and not in conjunction with investment management services, the Firm charges a fixed fee between $5,000 and $50,000, depending on complexity and scope of the plan."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008778","page":"https://plannerfees.com/planners/hilltop-wealth-advisors-llc-283014/"},{"crd":285226,"name":"Hilton Financial Group, LLC","city":"Austin","state":"TX","fees":{"hourly":[300,300],"flat":[150,1000],"quarterly":[450,750]},"sourceSentences":{"hourly":"Fees for time in excess of the agreed upon service will be billed at our standard hourly rate of $300 per hour.","flat":"Project based consulting rates are determined by the complexity of the project and range from $150 to $1,000 per project.","quarterly":"Maintenance Wealth Coaching fees are based on the complexity of the services and range between $450 and $750 per quarter."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060021","page":"https://plannerfees.com/planners/hilton-financial-group-llc-285226/"},{"crd":299375,"name":"Hilton Head Capital Partners, LLC","city":"Hilton Head Island","state":"SC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"HHCP will charge $250 per hour for consulting services."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021785","page":"https://plannerfees.com/planners/hilton-head-capital-partners-llc-299375/"},{"crd":285945,"name":"Hilton Head Wealth Advisors, LLC","city":"Bluffton","state":"SC","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"Hourly rates are generally billed at a minimum of $75 per hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011168","page":"https://plannerfees.com/planners/hilton-head-wealth-advisors-llc-285945/"},{"crd":337872,"name":"Hindman Financial, LLC","city":"Dover","state":"OH","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004339","page":"https://plannerfees.com/planners/hindman-financial-llc-337872/"},{"crd":129971,"name":"Hinds Financial Group Inc","city":"Lakewood","state":"CO","fees":{"hourly":[150,150],"flat":[1000,1000]},"sourceSentences":{"flat":"Financial planning fees are subject to a $1,000 minimum fee.","hourly":"Hourly fees vary, depending on the expertise and experience of each planning consultant (from $150/hour to $350/hour) and administrative staff (from $100/hour to $150/hour)."},"brochureDate":"12/2/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997483","page":"https://plannerfees.com/planners/hinds-financial-group-inc-129971/"},{"crd":336451,"name":"Hinkle Financial Services LLC","city":"Pompano Beach","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND CONSULTING HFS charges an hourly fee of $250 for financial plans."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=982949","page":"https://plannerfees.com/planners/hinkle-financial-services-llc-336451/"},{"crd":156866,"name":"Histor Investing, LLC","city":"Williamsburg","state":"VA","fees":{"hourly":[300,300],"flat":[7500,7500]},"sourceSentences":{"flat":"Total Client Assets Financial Planning Analysis Fee Less than $5,000,000 $7,500.00 Less than $10,000,000 $10,000.00 Over $10,000,000 Custom Fee Should projects require invoicing, fees are billed monthly in arrears (with clients billed on the first and/or fifteenth of the month for the previous month’s work).","hourly":"The fee is $300 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026001","page":"https://plannerfees.com/planners/histor-investing-llc-156866/"},{"crd":328713,"name":"Hive Retirement Planning","city":"New York","state":"NY","fees":{"flat":[7500,7500],"annual":[10000,10000]},"sourceSentences":{"flat":"Hive Retirement Planning Engagement HIVE generally charges a fixed fee starting at $7,500 for the Hive Retirement Planning Engagement.","annual":"HIVE generally charges a fixed annual fee starting at $10,000 for Ongoing Hive Retirement Planning."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054258","page":"https://plannerfees.com/planners/hive-retirement-planning-328713/"},{"crd":313724,"name":"Hive Wealth Management LLC","city":"Ashton","state":"MD","fees":{"flat":[3000,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $3,000 and $10,000. 3 Clients may terminate the agreement without penalty, for full refund of HWM’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"6/26/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=917605","page":"https://plannerfees.com/planners/hive-wealth-management-llc-313724/"},{"crd":315104,"name":"HK Private Client, LLC","city":"Naperville","state":"IL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"For clients with under $1,000,000 in assets under management and for standalone financial planning agreements, financial planning fees will be billed at $500 per hour."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007173","page":"https://plannerfees.com/planners/hk-private-client-llc-315104/"},{"crd":149764,"name":"HMS Investment Advisors","city":"Nashville","state":"TN","fees":{"flat":[350,6000],"annual":[25000,25000]},"sourceSentences":{"flat":"Client may choose to hire HMS to provide financial planning at a rate of $350 hour with a maximum fee of $6,000 for financial planning.","annual":"The minimum fee charged by HMS Capital Management, LLC for Family Wealth Advisor Services (Family Office) is $25,000/year."},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043659","page":"https://plannerfees.com/planners/hms-investment-advisors-149764/"},{"crd":168494,"name":"Hobart Wealth","city":"Charlotte","state":"NC","fees":{"hourly":[500,500],"flat":[2500,25000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500 per hour.","flat":"Flat fees will range from $2,500 to $25,000."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043961","page":"https://plannerfees.com/planners/hobart-wealth-168494/"},{"crd":157274,"name":"Hobbs Group Advisors LLC","city":"Columbia","state":"SC","fees":{"hourly":[300,300],"flat":[1000,10000],"annual":[2000,50000]},"sourceSentences":{"hourly":"The fee range for hourly financial planning services is $300 per hour.","flat":"Financial planning may also be 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$5,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027609","page":"https://plannerfees.com/planners/holden-wealth-management-llc-161190/"},{"crd":168007,"name":"Holdfast Wealth Management, LLC","city":"Austin","state":"TX","fees":{"hourly":[150,150],"flat":[1000,2000]},"sourceSentences":{"flat":"AND CONSULTING Full Financial Plan HWM charges a fixed fee ranging between $1,000 and $2,000 based on complexity and unique Client needs for a full financial plan.","hourly":"Consultation Services HWM charges an hourly fee of $150 pr hour based on complexity and unique Client needs for consultation services."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012646","page":"https://plannerfees.com/planners/holdfast-wealth-management-llc-168007/"},{"crd":324132,"name":"Holistic Financial Planning 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$25,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026729","page":"https://plannerfees.com/planners/holland-investment-management-inc-159060/"},{"crd":334665,"name":"Holland Strategic Wealth Advisors LLC","city":"La Jolla","state":"CA","fees":{"hourly":[400,400],"flat":[0,5000],"monthly":[300,3500]},"sourceSentences":{"hourly":"HOLLAND STRATEGIC WEALTH ADVISORS LLC PAGE 6 ADV PART 2A – 4/27/2026 Project-based consulting services will be charged at an hourly rate of $400.","monthly":"Thereafter, you will be charged a monthly rate between $300 to $3,500 per month depending on the complexity and services provided.","flat":"Group Events – A flat fee ranging between $0 - $5,000 depending on the size, type of presentation and topics covered."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042792","page":"https://plannerfees.com/planners/holland-strategic-wealth-advisors-llc-334665/"},{"crd":307642,"name":"Holleyjo Wealth Advisors","city":"Edina","state":"MN","fees":{"hourly":[150,150],"annual":[1500,1500]},"sourceSentences":{"hourly":"Our Financial Planning fee is $150 per hour for a financial plan on a stand-alone basis.","annual":"We charge an hourly fee of $150 per hour for short-term financial consulting services or an annual fixed fee of $1,500 for on-going financial consulting services."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051136","page":"https://plannerfees.com/planners/holleyjo-wealth-advisors-307642/"},{"crd":150601,"name":"Holm & Cawley Financial Group LLC","city":"Las Vegas","state":"NV","fees":{"hourly":[150,150],"flat":[1250,1250]},"sourceSentences":{"hourly":"His fees are negotiable with a base fee of $150/hour and, in certain circumstances (i.e. estate planning), a flat fee can be negotiated based on the complexity of the estate plan.","flat":"The typical negotiated flat fee is $1,250."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008546","page":"https://plannerfees.com/planners/holm-cawley-financial-group-llc-150601/"},{"crd":123920,"name":"Holmes Investment Management, Inc.","city":"Brockton","state":"MA","fees":{"flat":[2000,2000],"annual":[1000,1000]},"sourceSentences":{"flat":"The typical financial plan costs $2,000.","annual":"We typically request a retainer of approximately $1,000 upon completion of our initial fact-finding session with the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032219","page":"https://plannerfees.com/planners/holmes-investment-management-inc-123920/"},{"crd":166712,"name":"Holzberg Wealth Management, Inc.","city":"Corte Madera","state":"CA","fees":{"hourly":[375,375],"flat":[3750,3750]},"sourceSentences":{"flat":"Fees for financial planning services are charged with a $3,750 retainer for 10 hours of work, paid in advance.","hourly":"Based on the complexity of the plan, any hours over the initial amount will be billed at the hourly rate of $375 per hour, due upon completion of the project."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010584","page":"https://plannerfees.com/planners/holzberg-wealth-management-inc-166712/"},{"crd":340589,"name":"Homage Wealth Group 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$150."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033037","page":"https://plannerfees.com/planners/homewood-capital-management-east-llc-289221/"},{"crd":309766,"name":"Honeygo Financial","city":"Forest Hill","state":"MD","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The quoted price is a fixed, not-to-exceed amount. ● The fee rate will not exceed $250 per hour."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010377","page":"https://plannerfees.com/planners/honeygo-financial-309766/"},{"crd":317000,"name":"Honor Family Office, LLC","city":"Santa Barbara","state":"CA","fees":{"quarterly":[6250,6250]},"sourceSentences":{"quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in advance, at the rate of $6,250 per quarter."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021124","page":"https://plannerfees.com/planners/honor-family-office-llc-317000/"},{"crd":301471,"name":"Hood Financial, LLC","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[5000,5000],"monthly":[200,200]},"sourceSentences":{"flat":"One-Time Planning Fee: $5,000 – Fee for this service is negotiable.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $250.00 per hour.","monthly":"Monthly Subscription: $200 – this service may be cancelled at any 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be billed on an hourly basis at the then prevailing rates (current maximum of $250/hour)."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029716","page":"https://plannerfees.com/planners/hopwood-financial-services-inc-127927/"},{"crd":338351,"name":"Horicon Wealth Management","city":"Montclair","state":"NJ","fees":{"quarterly":[1250,1250]},"sourceSentences":{"quarterly":"Thereafter, we charge an ongoing fee of $1,250 per quarter for Financial Planning services."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009663","page":"https://plannerfees.com/planners/horicon-wealth-management-338351/"},{"crd":305250,"name":"Horizon Advisors, LLC","city":"Rome","state":"GA","fees":{"hourly":[150,150],"flat":[1000,1000],"monthly":[200,200]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning 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$10,000."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018072","page":"https://plannerfees.com/planners/horizon-capital-management-llc-132113/"},{"crd":315484,"name":"Horizon Family Wealth, Inc.","city":"Chicago","state":"IL","fees":{"hourly":[500,500],"flat":[2500,25000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees range from $2,500 to $25,000."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051681","page":"https://plannerfees.com/planners/horizon-family-wealth-inc-315484/"},{"crd":297768,"name":"Horizon Financial Advisors LLC","city":"New York","state":"NY","fees":{"annual":[5000,50000]},"sourceSentences":{"annual":"The fee ranges from $5,000 to $50,000 per 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service."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057422","page":"https://plannerfees.com/planners/horizon-wealth-advisors-114102/"},{"crd":170255,"name":"Horizon Wealth Management","city":"La Grange","state":"IL","fees":{"flat":[500,3000]},"sourceSentences":{"flat":"Fixed fees range from $500 to $3,000."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006609","page":"https://plannerfees.com/planners/horizon-wealth-management-170255/"},{"crd":118731,"name":"Horizon Wealth Management, LLC","city":"New Albany","state":"IN","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"Rates vary according to employee's experience and ability and range from $150 - $500 per hour."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039766","page":"https://plannerfees.com/planners/horizon-wealth-management-llc-118731/"},{"crd":115179,"name":"Horizons Planning Corporation","city":"Ann Arbor","state":"MI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The client will receive a pro-rata​ ​refund of any prepaid unearned fees.​ ​6​ ​Clients who execute an Investment Consulting Agreement, agree to pay HPC for these services​ a​ t a rate of $300 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024351","page":"https://plannerfees.com/planners/horizons-planning-corporation-115179/"},{"crd":106737,"name":"Horowitz & Company, Inc.","city":"Fort Lauderdale","state":"FL","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"flat":"Horowitz & Company generally charges a fixed fee ranging from $500 for simple, limited scope engagements and up to $10,000 for complex financial planning services or an hourly fee ranging from $250 for simple, limited scope engagements and up to $400 per hour for complex consulting services.","hourly":"Horowitz & Company generally charges a fixed fee ranging from $500 for simple, limited scope engagements and up to $10,000 for complex financial planning services or an hourly fee ranging from $250 for simple, limited scope engagements and up to $400 per hour for complex consulting services."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021654","page":"https://plannerfees.com/planners/horowitz-company-inc-106737/"},{"crd":115711,"name":"Horrell Capital Management, Inc.","city":"Little Rock","state":"AR","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Investment consultation service fees are based on services rendered and might be charged at a flat rate of $125 an hour for one-time service or based on a percentage of the market value of the assets under consultation for continuous service."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013805","page":"https://plannerfees.com/planners/horrell-capital-management-inc-115711/"},{"crd":297368,"name":"Horst & Graben Wealth Management, LLC","city":"Portland","state":"OR","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Generally, we charge a fixed fee of $2,000 for the initial plan, plus $400 for each additional scenario, $400 for investment reviews, $400 for budget review, and $200 for a thorough debt reduction plan."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022215","page":"https://plannerfees.com/planners/horst-graben-wealth-management-llc-297368/"},{"crd":119880,"name":"Horter Investment Management, LLC","city":"Cincinnati","state":"OH","fees":{"hourly":[250,600],"monthly":[20,20]},"sourceSentences":{"monthly":"Nationwide Fees Investment advisory clients who invest in a variable annuity with Nationwide Advisory Solutions are charged a monthly fee of $20 per month, per contract, paid directly to Nationwide Advisory Solutions.","hourly":"Hourly fees range from $250 to $600 per hour and are based on the complexity of the plan and the experience of the investment advisor representative preparing the plan."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019174","page":"https://plannerfees.com/planners/horter-investment-management-llc-119880/"},{"crd":130103,"name":"Horton Financial Planning LLC","city":"Farmington Hills","state":"MI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice services are $200 per hour, billed in six minute increments."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045853","page":"https://plannerfees.com/planners/horton-financial-planning-llc-130103/"},{"crd":310527,"name":"Hoskin Capital","city":"Broad Brook","state":"CT","fees":{"hourly":[450,450],"flat":[1000,10000]},"sourceSentences":{"flat":"Financial Planning and Consultation Services Foundation ● Fixed Financial Plan Fees The Advisor will charge a fixed fee of between $1,000 and $10,000 per written plan or report.","hourly":"The Advisor’s hourly fee will be billed at a rate of $450 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043905","page":"https://plannerfees.com/planners/hoskin-capital-310527/"},{"crd":319452,"name":"Hoskins Financial, LLC","city":"Nashville","state":"TN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"HF charges an hourly fee of $200 per hour for financial planning."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040872","page":"https://plannerfees.com/planners/hoskins-financial-llc-319452/"},{"crd":116670,"name":"Houlihan Financial Resource Group, LTD.","city":"Ashburn","state":"VA","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Fees range from $125 per hour to $400 per hour, depending upon the staff member performing the work."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024909","page":"https://plannerfees.com/planners/houlihan-financial-resource-group-ltd-116670/"},{"crd":337624,"name":"Houseman Financial LLC","city":"New Freedom","state":"PA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Consulting fees will be charged as a fixed fee which is based upon a negotiable hourly rate of $300. $500 may be due upon the inception of the Financial planning or consulting relationship and will be applied against the initial invoice."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006401","page":"https://plannerfees.com/planners/houseman-financial-llc-337624/"},{"crd":168715,"name":"Houston Wealth Management","city":"Houston","state":"TX","fees":{"hourly":[200,200],"flat":[2000,5000]},"sourceSentences":{"flat":"Fees for financial plans typically range from $2,000 to $5,000, depending on the nature and complexity of each Client's circumstances.","hourly":"Fees for hourly charges are assessed at $200 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037990","page":"https://plannerfees.com/planners/houston-wealth-management-168715/"},{"crd":334734,"name":"Houten Haley Financial LLC","city":"St. Petersburg","state":"FL","fees":{"flat":[750,5000]},"sourceSentences":{"flat":"A fixed fee engagement ranges from $750 to $5000 depending on the client scenario and expected number of hours to complete a plan."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987082","page":"https://plannerfees.com/planners/houten-haley-financial-llc-334734/"},{"crd":107978,"name":"Howard Financial Services, LTD.","city":"Dallas","state":"TX","fees":{"hourly":[500,500],"flat":[7500,7500]},"sourceSentences":{"flat":"The minimum fee for a financial plan is $7,500, but not to exceed $75,000.","hourly":"In some situations, we charge fees at an hourly rate of $500 which are billed monthly or quarterly, in arrears. 2 Client relationships initiated or terminated between billing periods will be charged a prorated fee based on the number of days transpired in the period"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032089","page":"https://plannerfees.com/planners/howard-financial-services-ltd-107978/"},{"crd":104627,"name":"Howe and Rusling, Inc.","city":"Rochester","state":"NY","fees":{"quarterly":[1500,1500]},"sourceSentences":{"quarterly":"The minimum quarterly fee is $1500 (the fee for a $500,000 portfolio)."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053514","page":"https://plannerfees.com/planners/howe-and-rusling-inc-104627/"},{"crd":165709,"name":"Howe Financial Advisory, LLC","city":"Seattle","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Emails, phone or other correspondence will be charged at the $250 per hour rate with a 15-minute minimum increment."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056516","page":"https://plannerfees.com/planners/howe-financial-advisory-llc-165709/"},{"crd":110192,"name":"Howland Advisory Corporation","city":"Dallas","state":"TX","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Currently, the fee is calculated at $350 per hour."},"brochureDate":"2/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009079","page":"https://plannerfees.com/planners/howland-advisory-corporation-110192/"},{"crd":319087,"name":"Hoxton Planning & Management, LLC","city":"Shepherdstown","state":"WV","fees":{"hourly":[350,350],"annual":[2500,2500]},"sourceSentences":{"annual":"For the first year, the firm charges an initial fee of $3,500 or more and a minimum of $2,500 annually thereafter.","hourly":"For non-ongoing Financial Planning, the Firm charges $350 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019804","page":"https://plannerfees.com/planners/hoxton-planning-management-llc-319087/"},{"crd":310023,"name":"Hoyt Wealth Management","city":"Westford","state":"MA","fees":{"flat":[4800,9600],"monthly":[300,1000],"quarterly":[900,3000]},"sourceSentences":{"monthly":"For clients paying monthly, the fee is $300-$1000 per month.","quarterly":"For clients paying quarterly, the fee is $900-$3000 per quarter.","flat":"The fixed fee can range between $4,800 and $9,600."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037415","page":"https://plannerfees.com/planners/hoyt-wealth-management-310023/"},{"crd":327285,"name":"HRC Financial","city":"Houston","state":"TX","fees":{"hourly":[350,350],"flat":[2000,2000]},"sourceSentences":{"flat":"Where the client has an investment portfolio managed by HRC Financial and the value of the portfolio is less than $500,000, HRC Financial will charge a fixed fee of $2,000 for six hours of work spread over the course of the year to maintain the client’s financial plan.","hourly":"The Advisor’s hourly fee will be billed at a rate of $350 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014966","page":"https://plannerfees.com/planners/hrc-financial-327285/"},{"crd":147400,"name":"HT Partners LLC","city":"Centerbrook","state":"CT","fees":{"flat":[25000,50000]},"sourceSentences":{"flat":"Our annual Strategic Wealth Alignment Planning fee will range between $25,000 to $50,000, with the potential for higher negotiated fees based on Client complexity and sophistication."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013691","page":"https://plannerfees.com/planners/ht-partners-llc-147400/"},{"crd":108614,"name":"HTG Investment Advisors Inc","city":"New Canaan","state":"CT","fees":{"annual":[3000,3000]},"sourceSentences":{"annual":"Annual Fee Fixed Fee $3,000 PLUS:"},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050713","page":"https://plannerfees.com/planners/htg-investment-advisors-inc-108614/"},{"crd":308437,"name":"Huckstep Asset Management, LLC","city":"Oak Park","state":"IL","fees":{"flat":[500,6000]},"sourceSentences":{"flat":"The fixed fee will generally range between $500 and $6,000 and depend on the scope and complexity of the project."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058011","page":"https://plannerfees.com/planners/huckstep-asset-management-llc-308437/"},{"crd":304163,"name":"Hudson Capital Advisory, Inc.","city":"Buffalo","state":"NY","fees":{"monthly":[500,500]},"sourceSentences":{"monthly":"The fee will typically not exceed $500 a month; provided, however, that Hudson Capital reserves the right to charge a higher fee if the complexity of the work warrants such an increased fee."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026307","page":"https://plannerfees.com/planners/hudson-capital-advisory-inc-304163/"},{"crd":305105,"name":"Hudson Delaware Planning LLC","city":"Clinton Corners","state":"NY","fees":{"flat":[1000,5000],"quarterly":[375,1800]},"sourceSentences":{"flat":"Clients who prefer a limited engagement, Project-Based Planning is offered on a flat fee ranging from $1,000-$5,000 depending on the complexity of the plan.","quarterly":"For this Broad-Based Planning service Hudson Delaware Planning assess a fixed fee ranging from $375 to $1,800 per quarter."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002063","page":"https://plannerfees.com/planners/hudson-delaware-planning-llc-305105/"},{"crd":300218,"name":"Hudson Oak Wealth Advisory LLC","city":"Hoboken","state":"NJ","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"Fees for time spent on the project up to termination date, calculated at $325 per hour, will be due."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017674","page":"https://plannerfees.com/planners/hudson-oak-wealth-advisory-llc-300218/"},{"crd":301325,"name":"Hudson Value Partners, LLC","city":"Palm Beach","state":"FL","fees":{"hourly":[250,450],"flat":[1500,15000]},"sourceSentences":{"flat":"Registrant’s planning and consulting 11 fees are negotiable, but generally range from $1,500 to $15,000 on a fixed fee basis, and from $250 to $450 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting 11 fees are negotiable, but generally range from $1,500 to $15,000 on a fixed fee basis, and from $250 to $450 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027998","page":"https://plannerfees.com/planners/hudson-value-partners-llc-301325/"},{"crd":288839,"name":"Hudson View Advisors, LLC","city":"Croton-on-hudson","state":"NY","fees":{"hourly":[150,300],"flat":[450,5000]},"sourceSentences":{"flat":"HVALLC bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $450 and $5,000.","hourly":"The negotiated hourly fee for these services is between $150 and $300."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016635","page":"https://plannerfees.com/planners/hudson-view-advisors-llc-288839/"},{"crd":157602,"name":"Huff Wealth Management LLC","city":"Johnstown","state":"OH","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"In this case, at the discretion of the Advisor, a fixed fee may be charged for wealth planning services that could range from $1,000 to $5,000 per plan as negotiated and contracted with the client in advance."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043868","page":"https://plannerfees.com/planners/huff-wealth-management-llc-157602/"},{"crd":168531,"name":"Hughes Financial Group, LLC","city":"Perrysburg","state":"OH","fees":{"hourly":[50,150]},"sourceSentences":{"hourly":"The hourly fee ranges from $50 to $150 per hour, depending on the level of service required."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037309","page":"https://plannerfees.com/planners/hughes-financial-group-llc-168531/"},{"crd":292553,"name":"Huguenot Financial Planning","city":"New Paltz","state":"NY","fees":{"hourly":[250,300],"annual":[750,5000]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice services are $250-$300 per hour, depending on perceived complexity, with a one hour minimum, and any time beyond that is billed in six-minute increments.","annual":"Fee (Project/Event) We also offer our financial planning and investment consultation services on a fixed-fee basis, typically ranging from $750 to $5,000 annually, though the vast majority of clients typically pay less than that ceiling fee."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=947243","page":"https://plannerfees.com/planners/huguenot-financial-planning-292553/"},{"crd":299592,"name":"Hui Malama Financial Advisors LLC","city":"Waianae","state":"HI","fees":{"hourly":[325,325],"flat":[1000,10000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000-$10,000 depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $100-$5,000, per month, Page 8 of 28 depending on the complexity and needs of the…","hourly":"The fee for special projects that do not fall into the scope of a separate category will be based on an hourly rate of $325 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035631","page":"https://plannerfees.com/planners/hui-malama-financial-advisors-llc-299592/"},{"crd":131741,"name":"Hull Wealth Management","city":"Murfreesboro","state":"TN","fees":{"hourly":[400,400],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $400.00 and flat fees will not exceed $10,000.00.","flat":"The maximum hourly fee to be charged will not exceed $400.00 and flat fees will not exceed $10,000.00."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000951","page":"https://plannerfees.com/planners/hull-wealth-management-131741/"},{"crd":319649,"name":"Human Capital Wealth Management","city":"Fishers","state":"IN","fees":{"hourly":[250,250],"flat":[1500,5000],"monthly":[250,625]},"sourceSentences":{"flat":"Following delivery, ongoing financial planning and advice may be provided as an integral part of the investment management relationship and compensated through the AUM-based advisory fee, in which case no separate ongoing planning fee is charged. ● Ongoing Financial Planning - Ongoing Financial Planning consists of…","monthly":"Following delivery, ongoing financial planning and advice may be provided as an integral part of the investment management relationship and compensated through the AUM-based advisory fee, in which case no separate ongoing planning fee is charged. ● Ongoing Financial Planning - Ongoing Financial Planning consists of…","hourly":"In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $250 per hour."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053325","page":"https://plannerfees.com/planners/human-capital-wealth-management-319649/"},{"crd":133017,"name":"Human Investing","city":"Lake Oswego","state":"OR","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"We will typically charge you hourly fees at a rate of $300 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027384","page":"https://plannerfees.com/planners/human-investing-133017/"},{"crd":325178,"name":"Humanize Wealth","city":"Seattle","state":"WA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"During each billing cycle, if the number of hours spent providing investment advice on a private investment fund multiplied by our hourly rate of $400 is less than the fee charged based on 50% of the fair market value of the private investment, then we will refund the client the difference in fees."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055203","page":"https://plannerfees.com/planners/humanize-wealth-325178/"},{"crd":343895,"name":"Hundred Financial Planning","city":"Grand Rapids","state":"MI","fees":{"flat":[1500,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,500 to $10,000."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058151","page":"https://plannerfees.com/planners/hundred-financial-planning-343895/"},{"crd":331504,"name":"Hunley Wealth Management LLC","city":"Nashville","state":"TN","fees":{"flat":[1200,25000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $1,200 and $25,000."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057416","page":"https://plannerfees.com/planners/hunley-wealth-management-llc-331504/"},{"crd":336648,"name":"Hunt Wealth","city":"Tampa","state":"FL","fees":{"flat":[3000,3000],"monthly":[200,200]},"sourceSentences":{"monthly":"We charge a recurring fixed fee of $200 per month, paid in arrears, for Ongoing Financial Planning.","flat":"We charge a fixed fee of $3,000 for Project-Based Financial Planning."},"brochureDate":"6/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049812","page":"https://plannerfees.com/planners/hunt-wealth-336648/"},{"crd":145334,"name":"Hunter Street Investment Advisors LLC","city":"Apex","state":"NC","fees":{"hourly":[150,150],"annual":[1800,1800]},"sourceSentences":{"annual":"The annual fee for the Financial Planning Program is $1,800.","hourly":"Data Collection, Analysis, Plan Preparation = $150 per hour Additional Fees and Expenses All fees paid to Hunter Street for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds to their shareholders."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036852","page":"https://plannerfees.com/planners/hunter-street-investment-advisors-llc-145334/"},{"crd":298289,"name":"Hunter Value Capital LLC","city":"Dallas","state":"TX","fees":{"hourly":[350,350],"flat":[2000,5000]},"sourceSentences":{"flat":"Fixed fee rates generally range from $2,000 to $5,000.","hourly":"HVC’s hourly rate is $350 per hour."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040515","page":"https://plannerfees.com/planners/hunter-value-capital-llc-298289/"},{"crd":130051,"name":"Hurley Capital, LLC","city":"New York","state":"NY","fees":{"annual":[2500,75000]},"sourceSentences":{"annual":"Registrant’s fees are negotiable, but generally range from $2,500.00 to $75,000.00 per year on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015157","page":"https://plannerfees.com/planners/hurley-capital-llc-130051/"},{"crd":155475,"name":"Hurley Wealth Management Group, Inc","city":"Oakland","state":"FL","fees":{"hourly":[375,375],"flat":[500,7500]},"sourceSentences":{"flat":"HWMG imposes a negotiable flat fee between $500 and $7,500 for its stand-alone financial consulting services, which is based upon an hourly rate of $375 depending upon the complexity of the service and/or the individual performing the service.","hourly":"HWMG imposes a negotiable flat fee between $500 and $7,500 for its stand-alone financial consulting services, which is based upon an hourly rate of $375 depending upon the complexity of the service and/or the individual performing the service."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017186","page":"https://plannerfees.com/planners/hurley-wealth-management-group-inc-155475/"},{"crd":282587,"name":"Hurlow Wealth Management Group, Inc.","city":"Bloomington","state":"IN","fees":{"hourly":[350,350],"flat":[1000,20000]},"sourceSentences":{"hourly":"Flat fees are up to $15,000 and the maximum hourly fee to be charged will not exceed $350.","flat":"Our flat fees generally range from $1,000 to $20,000, however, the fee may exceed our general range on a case-by-case basis."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021149","page":"https://plannerfees.com/planners/hurlow-wealth-management-group-inc-282587/"},{"crd":127652,"name":"Hurst Wealth Advisors, PC","city":"Douglas","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"For Hurst Wealth’s Directors, $250 per hour;"},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041363","page":"https://plannerfees.com/planners/hurst-wealth-advisors-pc-127652/"},{"crd":134240,"name":"Husami & Associates","city":"Fullerton","state":"CA","fees":{"hourly":[520,520]},"sourceSentences":{"hourly":"Business, Financial & Tax Consulting: $520/ hr."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046891","page":"https://plannerfees.com/planners/husami-associates-134240/"},{"crd":118918,"name":"Hutchins Canning & Company PA","city":"Kitty Hawk","state":"NC","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee for service is $150 and is payable upon completion of the task."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020874","page":"https://plannerfees.com/planners/hutchins-canning-company-pa-118918/"},{"crd":145096,"name":"Hutchinson & Ziegler Financial Advisors, Inc.","city":"San Rafael","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"These financial planning services will be charged a fee for service at an hourly rate of $500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023921","page":"https://plannerfees.com/planners/hutchinson-ziegler-financial-advisors-inc-145096/"},{"crd":116090,"name":"Hutchison Investment Advisors","city":"Phoenix","state":"AZ","fees":{"hourly":[150,150],"flat":[500,500]},"sourceSentences":{"hourly":"Fees are based on $150 per hour or negotiated one-time fixed fee (typically $500) - no long-term contracts.","flat":"Fees are based on $150 per hour or negotiated one-time fixed fee (typically $500) - no long-term contracts."},"brochureDate":"7/29/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=920593","page":"https://plannerfees.com/planners/hutchison-investment-advisors-116090/"},{"crd":163912,"name":"HV Capital Advisors LLC","city":"Dallas","state":"TX","fees":{"hourly":[100,250],"flat":[250,7000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $250 and $7,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $100 and $250."},"brochureDate":"3/11/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=951034","page":"https://plannerfees.com/planners/hv-capital-advisors-llc-163912/"},{"crd":339467,"name":"HV Capital Management","city":"Montgomery","state":"NY","fees":{"monthly":[20,20]},"sourceSentences":{"monthly":"The subscription research services fee is a monthly fee of $20 or an annual fee of $200 paid in advance."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045078","page":"https://plannerfees.com/planners/hv-capital-management-339467/"},{"crd":120745,"name":"Hwa Financial Group","city":"Ellicott City","state":"MD","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Registrant’s planning fees are negotiable, but generally range from $150 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022626","page":"https://plannerfees.com/planners/hwa-financial-group-120745/"},{"crd":333763,"name":"HWM Wealth Management LLC","city":"Atlanta","state":"GA","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"Fees for financial planning services generally range from $1,500 to $5,000, depending on the scope and complexity of the engagement. 7 The specific fee and scope of services are agreed upon in advance and set forth in a separate Financial Planning Agreement."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021143","page":"https://plannerfees.com/planners/hwm-wealth-management-llc-333763/"},{"crd":289980,"name":"Hygge Advisors, LLC","city":"St. Petersburg","state":"FL","fees":{"flat":[100,50000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $100 and $50,000."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007703","page":"https://plannerfees.com/planners/hygge-advisors-llc-289980/"},{"crd":325574,"name":"Hyjc Capital of Wny","city":"Lakeville","state":"NY","fees":{"flat":[150,2650]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract generally with 7 days' written notice. 3 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $150 and $2,650."},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019041","page":"https://plannerfees.com/planners/hyjc-capital-of-wny-325574/"},{"crd":332244,"name":"Hyland Lake Partners","city":"Edina","state":"MN","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"The fee is calculated on a fixed fee basis and will range from $1,000 to up to $10,000 based on the scope of engagement and complexity of the plan."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046174","page":"https://plannerfees.com/planners/hyland-lake-partners-332244/"},{"crd":288231,"name":"Hyland Wealth Management LLC","city":"Green","state":"OH","fees":{"flat":[1000,6000]},"sourceSentences":{"flat":"The fixed fee can range between $1,000 and $6,000."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045001","page":"https://plannerfees.com/planners/hyland-wealth-management-llc-288231/"},{"crd":152893,"name":"Hyline Wealth","city":"Sioux Falls","state":"SD","fees":{"hourly":[150,250],"flat":[1000,1000],"monthly":[100,100],"quarterly":[5625,5625],"annual":[1200,1200]},"sourceSentences":{"annual":"Our firm's minimum annual fee is generally $1,200.","quarterly":"Total quarterly fee would be $5625.00 ($2500 + $1875 + $1250) if AUM ended the quarter at $3,000,000.","monthly":"Our minimum annual flat fee for ongoing services is generally $1,200 per year, billed monthly in arrears at $100 per month or quarterly in arrears at $300 per quarter.","hourly":"Where applicable, our hourly rate ranges from $150-$250/hour, depending on the scope and complexity of our engagement with you.","flat":"A one-time fee of $1,000 may be assessed for “start-up plans”, which are plans that have not been established prior to engaging our firm, and may be invoiced directly to the employer plan sponsor."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028851","page":"https://plannerfees.com/planners/hyline-wealth-152893/"},{"crd":313014,"name":"Hyperion Financial","city":"Shillington","state":"PA","fees":{"flat":[495,2495],"monthly":[75,75]},"sourceSentences":{"monthly":"Clients will pay an ongoing monthly fee that is paid in advance, at a rate of $75.00 per month.","flat":"The fixed fee can range between $495.00 and $2495.00, depending on complexity and the needs of the Client."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010682","page":"https://plannerfees.com/planners/hyperion-financial-313014/"},{"crd":338134,"name":"Hyphen Wealth Management","city":"Lafayette","state":"CA","fees":{"flat":[2000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,000 and $5,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023224","page":"https://plannerfees.com/planners/hyphen-wealth-management-338134/"},{"crd":164717,"name":"I.m.s. Wealth Management, LLC","city":"Erie","state":"PA","fees":{"hourly":[125,125],"flat":[250,1500]},"sourceSentences":{"flat":"Form ADV 2A Version: 2/17/2026 3 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $250 and $1,500.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $125."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009508","page":"https://plannerfees.com/planners/i-m-s-wealth-management-llc-164717/"},{"crd":157911,"name":"I4 Advisors LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200 to $300."},"brochureDate":"4/13/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=778281","page":"https://plannerfees.com/planners/i4-advisors-llc-157911/"},{"crd":109721,"name":"Iag Wealth Partners, LLC","city":"Waukesha","state":"WI","fees":{"hourly":[75,300],"flat":[1200,1200]},"sourceSentences":{"flat":"IAG WEALTH PARTNERS - Form ADV Brochure QB\\101365817.5 10 | P a g e Initial Financial Planning Service Fee (the first six months of service) The fee for the Initial Financial Planning services starts at $1,200, although, as negotiated between IAG and a client, fees may be less than $1,200.","hourly":"The Firm's hourly fee for Consulting Services varies from $75 to $300 per hour depending upon the technical nature of services requested, nature of reports requested and professional staff needed to complete the project."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030048","page":"https://plannerfees.com/planners/iag-wealth-partners-llc-109721/"},{"crd":146156,"name":"Iam Financial","city":"East Lansing","state":"MI","fees":{"flat":[3000,7000]},"sourceSentences":{"flat":"Work cancelled before completion is billed on an hours-actually-worked basis billed at $450,hr. 7 January 20, 2026 - FORM ADV PART 2A (“FIRM BROCHURE”) FOR IAM FINANCIAL, LLC Financial Planning fees generally range from $3,000 to $7,000, depending on the complexity and extent of the plan."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003142","page":"https://plannerfees.com/planners/iam-financial-146156/"},{"crd":338265,"name":"Iambic Financial L.L.C","city":"Portland","state":"OR","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"Fees for limited-scope financial planning engagements are billed at a rate of $325/hour, in quarter-hour increments."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000215","page":"https://plannerfees.com/planners/iambic-financial-l-l-c-338265/"},{"crd":137579,"name":"Iammarino, Nicholas J.","city":"Carlsbad","state":"CA","fees":{"hourly":[400,400],"flat":[1500,10000]},"sourceSentences":{"hourly":"The Adviser charges $400 per hour for financial planning and consulting services or a fixed fee of between $1,500 and $10,000.","flat":"The Adviser charges $400 per hour for financial planning and consulting services or a fixed fee of between $1,500 and $10,000."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=592259","page":"https://plannerfees.com/planners/iammarino-nicholas-j-137579/"},{"crd":168674,"name":"Ibex Wealth Advisors, LLC","city":"West Palm Beach","state":"FL","fees":{"hourly":[150,300],"flat":[2000,15000]},"sourceSentences":{"flat":"All clients and prospective clients should be guided accordingly. 5 FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable ranging from $2,000 to $15,000 on a fixed fee basis, and from $150 to $300 on an hourly rate basis, depending upon the level and scope…","hourly":"All clients and prospective clients should be guided accordingly. 5 FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable ranging from $2,000 to $15,000 on a fixed fee basis, and from $150 to $300 on an hourly rate basis, depending upon the level and scope…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032785","page":"https://plannerfees.com/planners/ibex-wealth-advisors-llc-168674/"},{"crd":282069,"name":"Ibis Capital Management, LLC","city":"Buffalo","state":"NY","fees":{"hourly":[0,350]},"sourceSentences":{"hourly":"Fees range from 0.25% of assets annually to 1.00% of assets annually, and hourly fees from $0.00 to $350 per hour, agreed to in advance with client."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017292","page":"https://plannerfees.com/planners/ibis-capital-management-llc-282069/"},{"crd":323346,"name":"Icebridge Financial Group","city":"Boca Raton","state":"FL","fees":{"flat":[3500,20000],"annual":[3500,20000]},"sourceSentences":{"annual":"In these circumstances, we reserve the right to charge additional fees for these services which will be individually negotiated with the client and set forth in a written agreement. 8 FORM ADV PART 2A – FIRM BROCHURE ICEBRIDGE FINANCIAL GROUP , LLC Fees for Financial Planning and Consulting Services For ongoing…","flat":"For one-time financial planning and consulting engagements, we typically charge fixed fees ranging from $3,500 $20,000 or hourly fees of up to $500 per hour."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=854363","page":"https://plannerfees.com/planners/icebridge-financial-group-323346/"},{"crd":287830,"name":"Icon Financial","city":"Prior Lake","state":"MN","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING Financial planning and consulting services are offered to all clients based on a negotiable hourly fee of $150 per hour."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053258","page":"https://plannerfees.com/planners/icon-financial-287830/"},{"crd":144297,"name":"Icon Imperial","city":"Missouri City","state":"TX","fees":{"hourly":[150,350],"flat":[700,5000],"monthly":[10,50]},"sourceSentences":{"hourly":"Fees are billed in the range of $150 to $350 per hour and are paid as services are rendered.","flat":"Icon will charge a fixed fee for comprehensive financial planning services in the range of $700 to $5,000 per plan as contracted for with client in advance.","monthly":"Fixed fees may be negotiated in advance based at the discretion of the advisor, and payable upon completion and delivery of the financial plan to the client. 1C(4) Icon charges in the range of $10 to $50 per month for receipt of the newsletter."},"brochureDate":"7/27/2009","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=33076","page":"https://plannerfees.com/planners/icon-imperial-144297/"},{"crd":287846,"name":"Iconic Wealth Management","city":"Alexandria","state":"VA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Should a client choose not to participate in the Discretionary Investment Management Services offered through Iconic Wealth Management, Financial Plans are offered for a flat fee of $1,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037253","page":"https://plannerfees.com/planners/iconic-wealth-management-287846/"},{"crd":310132,"name":"Iconoclastic Capital Management LLC","city":"Rochester","state":"NY","fees":{"flat":[500,10000],"annual":[6000,6000]},"sourceSentences":{"annual":"Year 1 — $6,000 / Year 2+ — $4,500 Guided Wealth Management (GWM) Premier:","flat":"Project fees range from $500 to $10,000 depending on complexity. $500 – $1,500:"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032404","page":"https://plannerfees.com/planners/iconoclastic-capital-management-llc-310132/"},{"crd":339608,"name":"Ideal Financial Planning","city":"Oklahoma City","state":"OK","fees":{"hourly":[500,500],"flat":[20000,20000],"monthly":[400,10000]},"sourceSentences":{"flat":"Ongoing Financial Planning IdealFP collects an initial fee, no greater than $20,000.","monthly":"Fees are paid monthly in arrears, ranging from $400 to $10,000 per month.","hourly":"Our hourly rate is $500. 8 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001360","page":"https://plannerfees.com/planners/ideal-financial-planning-339608/"},{"crd":141549,"name":"Iem Asset Management, LLC","city":"Red Bank","state":"NJ","fees":{"hourly":[1000,1075],"flat":[1000,50000]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $1000 to $1075 per hour.","flat":"Our Financial Planning and ongoing yearly advice fees are calculated and charged on a fixed fee basis, typically ranging from $1000 to $50,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026105","page":"https://plannerfees.com/planners/iem-asset-management-llc-141549/"},{"crd":332157,"name":"Ifc Advisors LLC","city":"Los Angeles","state":"CA","fees":{"flat":[25000,25000]},"sourceSentences":{"flat":"IFC’s fees are negotiable, but for this type of financial planning, fees generally range from a fixed fee of $25,000, but more complex or longer engagements will incur a significantly higher fixed fee."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032119","page":"https://plannerfees.com/planners/ifc-advisors-llc-332157/"},{"crd":126344,"name":"Ifc Personal Money Managers, Inc.","city":"New York","state":"NY","fees":{"hourly":[250,700],"flat":[5000,5000],"annual":[10000,65000]},"sourceSentences":{"annual":"Registrant’s negotiable fixed annual investment advisory fee is generally between $10,000 and $65,000 per year.","flat":"Registrant’s planning and consulting fees are negotiable, but generally the Registrant charges $5,000 on a fixed fee basis, or between $250 and $700 per hour on an hourly basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally the Registrant charges $5,000 on a fixed fee basis, or between $250 and $700 per hour on an hourly basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035484","page":"https://plannerfees.com/planners/ifc-personal-money-managers-inc-126344/"},{"crd":172329,"name":"Ifg Advisors, LLC","city":"St. Louis","state":"MO","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"There is a minimum annual fee of $1,000 per 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$2,500."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006156","page":"https://plannerfees.com/planners/ifrah-financial-services-inc-136925/"},{"crd":328774,"name":"Ifs Group","city":"Mechanicsburg","state":"PA","fees":{"hourly":[175,250]},"sourceSentences":{"hourly":"The hourly fee for these services is between $175 and $250."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010885","page":"https://plannerfees.com/planners/ifs-group-328774/"},{"crd":323489,"name":"Ignite Financial","city":"Cedar Falls","state":"IA","fees":{"hourly":[250,400],"flat":[1800,14000],"annual":[1800,20000]},"sourceSentences":{"annual":"The fee range is flat, ranging from $1,800 to $20,000 annually.","flat":"The fixed fee can range between $1,800.00 and $14,000.00.","hourly":"Financial Planning engagements are offered at an hourly rate 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complexity of the financial plan.","hourly":"The negotiated hourly fee for these services is between $350 and $750."},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048263","page":"https://plannerfees.com/planners/ihs-wealth-management-llc-329852/"},{"crd":159844,"name":"III Financial, LLC","city":"Cedar Park","state":"TX","fees":{"annual":[6000,6000]},"sourceSentences":{"annual":"Generally there is a fee starting at $6,000 per year with increases for complexity and level of service required."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008373","page":"https://plannerfees.com/planners/iii-financial-llc-159844/"},{"crd":323594,"name":"Ikigai Planning","city":"Tustin","state":"CA","fees":{"annual":[3000,20000]},"sourceSentences":{"annual":"A fixed annual fee ranging from $3,000 to $20,000 per year, billed monthly in arrears."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048153","page":"https://plannerfees.com/planners/ikigai-planning-323594/"},{"crd":292267,"name":"Ilg Private Wealth, Inc.","city":"Mcmurray","state":"PA","fees":{"hourly":[300,500],"flat":[2500,25000]},"sourceSentences":{"hourly":"The hourly fee for these services is between $300 and $500, or as otherwise negotiated.","flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016072","page":"https://plannerfees.com/planners/ilg-private-wealth-inc-292267/"},{"crd":315826,"name":"Iliad Wealth Solutions","city":"Scottsdale","state":"AZ","fees":{"hourly":[250,250],"flat":[2500,2500],"monthly":[250,600]},"sourceSentences":{"flat":"The Advisor’s annual fee for the services provided shall be a percentage of the value of the Plan’s assets as detailed in this Schedule, in addition to a one-time set-up fee not to exceed $2,500 determined by the complexity of the plan.","hourly":"The hourly fee for calculating these services is $250.","monthly":"The negotiated monthly fee for these services is $250 per month to $600 per month."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054860","page":"https://plannerfees.com/planners/iliad-wealth-solutions-315826/"},{"crd":338755,"name":"Illumifi Wealth","city":"Blaine","state":"MN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our hourly rate is $250."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000799","page":"https://plannerfees.com/planners/illumifi-wealth-338755/"},{"crd":306411,"name":"Illuminate Wealth Management","city":"Barrington","state":"IL","fees":{"flat":[2400,10000]},"sourceSentences":{"flat":"Wealth Planning Fee Illuminate charges Wealth Planning Fees in two parts, a fixed fee ranging from $2,400 to $10,000 plus Assets Under Management (AUM) fees using the schedule below:"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036112","page":"https://plannerfees.com/planners/illuminate-wealth-management-306411/"},{"crd":149576,"name":"Illumination Wealth Management","city":"San Diego","state":"CA","fees":{"flat":[500,1500],"annual":[500,500]},"sourceSentences":{"flat":"We will be compensated for initial plan consulting on a fixed fee payment option of $500 - $1,500 and such fee will be negotiated on a case-by-case basis based on the scope and complexity of the contracted services.","annual":"Ongoing fees will be compensated by an annual fixed fee with a $500 annual minimum paid quarterly in advance."},"brochureDate":"4/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040767","page":"https://plannerfees.com/planners/illumination-wealth-management-149576/"},{"crd":290263,"name":"Illumint","city":"Washington","state":"DC","fees":{"hourly":[550,550],"flat":[1499,1499]},"sourceSentences":{"flat":"Illumint structures payment for the project sessions as follows: ●​ A one-time fee starting at $1,499, ranging up to $5,999 per issue for an atypical situation that requires unusually time-consuming study and preparation. ●​ Fifty percent of the fee is due after the client executes an agreement, with the remainder…","hourly":"Advisory Services At a client’s request and with the advisor’s consent, Illumint may, in certain cases, offer financial guidance on an hourly basis at a rate of $550 per hour."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057023","page":"https://plannerfees.com/planners/illumint-290263/"},{"crd":331725,"name":"Ils Financial, LLC","city":"Omaha","state":"NE","fees":{"hourly":[300,300],"annual":[4800,4800]},"sourceSentences":{"hourly":"Consultation Services HOURLY FEES Financial Planning Consulting Services are offered based on an hourly fee of $300 per hour.","annual":"Monthly Plan - $4,800 annually paid month in advance."},"brochureDate":"6/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048989","page":"https://plannerfees.com/planners/ils-financial-llc-331725/"},{"crd":311694,"name":"Imagine Financial Security LLC","city":"Chattanooga","state":"TN","fees":{"hourly":[300,300],"flat":[2000,10000]},"sourceSentences":{"flat":"One-Time Financial Planning or Hourly Financial Planning (No Investment Management) IFS charges a one-time flat fee between $2,000-$10,000 for financial planning.","hourly":"Amounts due will be calculated based on an hourly rate of $300 and the number of hours IFS has worked on the plan up until the time of cancellation."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032936","page":"https://plannerfees.com/planners/imagine-financial-security-llc-311694/"},{"crd":310560,"name":"Imagine Financial Services","city":"Lake Havasu City","state":"AZ","fees":{"flat":[7500,7500],"monthly":[250,250]},"sourceSentences":{"flat":"Typically, fees for Comprehensive Planning is $7,500, however, IFS reserves the right to charge up to $12,000 for complex scenarios.","monthly":"At the end of the 12 month engagement, clients may choose to extend engagement on a monthly basis for $250/month."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017208","page":"https://plannerfees.com/planners/imagine-financial-services-310560/"},{"crd":144846,"name":"Imber Financial Group, LLC","city":"Ann Arbor","state":"MI","fees":{"flat":[500,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $15,000. 5 All above fees are negotiable at the Adviser’s discretion."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055931","page":"https://plannerfees.com/planners/imber-financial-group-llc-144846/"},{"crd":285966,"name":"Img Wealth Management, Inc.","city":"Jacksonville","state":"FL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"AND CONSULTING IMG charges financial planning and consulting on a negotiable hourly rate of $150."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009183","page":"https://plannerfees.com/planners/img-wealth-management-inc-285966/"},{"crd":167657,"name":"Immaculate Wealth Management, LLC","city":"Mesa","state":"AZ","fees":{"hourly":[150,150],"flat":[225,1250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour.","flat":"Services are offered based on flat fees between $225 and $1,250."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013169","page":"https://plannerfees.com/planners/immaculate-wealth-management-llc-167657/"},{"crd":310716,"name":"Impact Advisors Group","city":"Duxbury","state":"MA","fees":{"hourly":[400,400],"flat":[400,5000],"monthly":[300,2000],"annual":[10000,10000]},"sourceSentences":{"monthly":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $300 - $2,000 per month.","annual":"The maximum annual fee for clients who are residents of Pennsylvania is $10,000.","flat":"The fixed fee can range between $400 and $5,000, depending on complexity and the needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate of $400 per hour."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019990","page":"https://plannerfees.com/planners/impact-advisors-group-310716/"},{"crd":297413,"name":"Impact Capital, LLC","city":"Rockville","state":"MD","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"The negotiated fixed rate for creating client financial plans is $400 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021456","page":"https://plannerfees.com/planners/impact-capital-llc-297413/"},{"crd":288345,"name":"Impact Fiduciary LLC","city":"Pasadena","state":"CA","fees":{"flat":[1500,10000],"monthly":[400,3500]},"sourceSentences":{"flat":"Financial Planning consists of an upfront charge ranging from $1,500 - $10,000 depending on complexity and an ongoing fee that is paid monthly, in advance, at a rate of $400 - $3,500 per month.","monthly":"Financial Planning consists of an upfront charge ranging from $1,500 - $10,000 depending on complexity and an ongoing fee that is paid monthly, in advance, at a rate of $400 - $3,500 per month."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053127","page":"https://plannerfees.com/planners/impact-fiduciary-llc-288345/"},{"crd":308155,"name":"Impact Financial","city":"Chicago","state":"IL","fees":{"hourly":[800,800],"flat":[5000,5000],"monthly":[400,400]},"sourceSentences":{"monthly":"Introductory Financial Plan: $400 per month","flat":"Introductory Financial Plan: $5,000 fixed fee","hourly":"Fees for our hourly financial planning and consulting services are typically charged at a rate of $800 per hour."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056176","page":"https://plannerfees.com/planners/impact-financial-308155/"},{"crd":325805,"name":"Impact Financial Life Planning LLC","city":"Severna Park","state":"MD","fees":{"hourly":[250,250],"flat":[250,6000],"monthly":[400,533],"quarterly":[1200,1600]},"sourceSentences":{"monthly":"Fees are paid either monthly or quarterly, in advance, ranging from $400 - $533.33 per month or $1,200 - $1,600 per quarter.","quarterly":"Fees are paid either monthly or quarterly, in advance, ranging from $400 - $533.33 per month or $1,200 - $1,600 per quarter.","flat":"Fixed fee rates range between $250 to $6,000.","hourly":"Our hourly rate is $250."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021541","page":"https://plannerfees.com/planners/impact-financial-life-planning-llc-325805/"},{"crd":323394,"name":"Impact Financial, LLC","city":"Henrico","state":"VA","fees":{"hourly":[300,300],"quarterly":[1250,1250]},"sourceSentences":{"quarterly":"Annual fees are paid quarterly in arrears at a rate of $1,250 per quarter.","hourly":"In the event additional hours are needed either to discuss the financial plan after its delivery or for other minor financial planning topics, we will bill based on our hourly rate of $300 per hour, or the client may choose to engage with us for Ongoing Financial Planning or Wealth Management Services."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005280","page":"https://plannerfees.com/planners/impact-financial-llc-323394/"},{"crd":324168,"name":"Impact Wealth Management","city":"Sioux Falls","state":"SD","fees":{"hourly":[375,375],"flat":[4000,4000],"quarterly":[625,2500],"annual":[600,600]},"sourceSentences":{"quarterly":"Fees are paid quarterly in advance at a rate of $625 to $2,500 per quarter.","hourly":"We charge a $375 hourly fee for Project-Based Financial Planning.","annual":"We charge $600 per year for nancial planning which is paid on a monthly basis, in advance.","flat":"We charge a $4,000 xed fee for Special Needs Financial Planning."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015307","page":"https://plannerfees.com/planners/impact-wealth-management-324168/"},{"crd":175155,"name":"Impactadvisor LLC","city":"Sf","state":"CA","fees":{"hourly":[250,500],"quarterly":[499,499]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $250 and $500, depending on the amount of hours committed.","quarterly":"The minimum fee for this service is $499/quarter."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039247","page":"https://plannerfees.com/planners/impactadvisor-llc-175155/"},{"crd":291716,"name":"Impactfolio LLC","city":"Denver","state":"CO","fees":{"hourly":[275,275],"annual":[7501,50000]},"sourceSentences":{"annual":"For clients in excess of $3,000,000 of AUM, the annual fee is between $7,501-$50,000 based on complexity and needs of the client.","hourly":"The firm’s hourly rate is $275 per hour, billed in 15-minute increments."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010637","page":"https://plannerfees.com/planners/impactfolio-llc-291716/"},{"crd":343196,"name":"Imperative Wealth Planning","city":"Endwell","state":"NY","fees":{"flat":[3000,12000]},"sourceSentences":{"flat":"In addition, IWP charges an annual fee of $3,000 to $12,000 for Ongoing Financial Planning."},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050626","page":"https://plannerfees.com/planners/imperative-wealth-planning-343196/"},{"crd":159148,"name":"Imperium Wealth Management, LLC","city":"San Antonio","state":"TX","fees":{"hourly":[800,800],"flat":[2000,10000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $2,000 to $10,000 on a fixed fee basis and/or $800 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but generally range from $2,000 to $10,000 on a fixed fee basis and/or $800 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007099","page":"https://plannerfees.com/planners/imperium-wealth-management-llc-159148/"},{"crd":338934,"name":"In the Game Wealth Management","city":"North Kansas City","state":"MO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"ITGWM charges hourly fees for this type of service at a rate of $250/hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031560","page":"https://plannerfees.com/planners/in-the-game-wealth-management-338934/"},{"crd":332715,"name":"In the Money Retirement Planning Limited Liability Company","city":"Waterford","state":"CT","fees":{"hourly":[200,500],"flat":[1500,15000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 to $15,000.","hourly":"Our hourly rates range from $200 to $500."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040410","page":"https://plannerfees.com/planners/in-the-money-retirement-planning-limited-liability-company-332715/"},{"crd":153249,"name":"In Touch Financial Services","city":"Oakland","state":"CA","fees":{"hourly":[200,200],"flat":[0,3000],"annual":[3000,3000]},"sourceSentences":{"hourly":"Type of Plan Fee Advance Payment Plan requiring less than 15 hours $200.00/hr.","flat":"Plan Requiring 15-20 hours Flat fee of $3,000.00 $0.00 Plan Requiring more than 20 hours Flat fee of $3,000.00 for the first 20 hours and $200.00/hr. for additional hours $0.00 $300.00 We will provide you with a detailed invoice of time spent on developing the plan.","annual":"For ongoing financial consulting, we will charge an annual retainer of $3000, to include a total of 20 hours of counseling per year from the date of the execution of this agreement. 2."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003454","page":"https://plannerfees.com/planners/in-touch-financial-services-153249/"},{"crd":159923,"name":"Inaltis Capital Management, LLC","city":"Chevy Chase","state":"MD","fees":{"hourly":[165,165]},"sourceSentences":{"hourly":"Our hourly rate is $165.00."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038213","page":"https://plannerfees.com/planners/inaltis-capital-management-llc-159923/"},{"crd":318942,"name":"Incline Financial Planning LLC","city":"Mars","state":"PA","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $10,000, depending on complexity and the needs of the client."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004742","page":"https://plannerfees.com/planners/incline-financial-planning-llc-318942/"},{"crd":306806,"name":"Incline Wealth","city":"Cleves","state":"OH","fees":{"hourly":[250,250],"flat":[300,10000]},"sourceSentences":{"flat":"The fixed fee can range between $300 and $10,000, depending on complexity and the needs of​ ​the client.","hourly":"The standard​ ​hourly billing rate is $250 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011422","page":"https://plannerfees.com/planners/incline-wealth-306806/"},{"crd":299298,"name":"Inclinevest","city":"Greenwood Village","state":"CO","fees":{"hourly":[400,500],"flat":[2500,12000],"annual":[2500,12000]},"sourceSentences":{"flat":"Fees are fixed and agreed upon before the start of any work, ranging from $2,500 to $12,000, depending on the scope of services and complexity of the client’s situation.","annual":"Fees range from $2,500 to $12,000 annually, billed monthly in arrears at 1/12th of the annual fee.","hourly":"Hourly rates range from $400 to $500 per hour depending on the scope and complexity of services."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010050","page":"https://plannerfees.com/planners/inclinevest-299298/"},{"crd":328906,"name":"Inclusive Wealth Financial Planning LLC","city":"Mechanicsburg","state":"PA","fees":{"hourly":[250,500],"flat":[400,600],"quarterly":[500,950]},"sourceSentences":{"quarterly":"Fees for our Ongoing Subscription-Based service may be a fixed fee of $500 to $950 per quarter payable in advance, depending on your ongoing service needs.","hourly":"For a Comprehensive Financial Plan, we charge a fixed fee based on an estimate of the number of hours required to complete the plan multiplied by our standard rate of $250 to $500 per hour.","flat":"For one-time 90-minute session, clients are required to pay the one-time fee, ranging from $400 to $600, in advance at the time of booking the appointment on Calendly."},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019077","page":"https://plannerfees.com/planners/inclusive-wealth-financial-planning-llc-328906/"},{"crd":289368,"name":"Increase Consultants LLC","city":"Missouri City","state":"TX","fees":{"hourly":[350,350],"flat":[500,1500]},"sourceSentences":{"flat":"Service Fee Type and Amount Comprehensive Financial Plan $1,500 fixed fee Annual Financial Plan Review $500 fixed fee Separate Financial Planning Consultations $350 hourly fee IC may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.","hourly":"Service Fee Type and Amount Comprehensive Financial Plan $1,500 fixed fee Annual Financial Plan Review $500 fixed fee Separate Financial Planning Consultations $350 hourly fee IC may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028088","page":"https://plannerfees.com/planners/increase-consultants-llc-289368/"},{"crd":297032,"name":"Independence Wealth","city":"Voorhees","state":"NJ","fees":{"hourly":[400,400],"flat":[750,15000]},"sourceSentences":{"flat":"The fixed fee can range between $750.00 and $15,000.00.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate 7 of $400.00 per hour."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012716","page":"https://plannerfees.com/planners/independence-wealth-297032/"},{"crd":168267,"name":"Independent Advisor Alliance, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[500,500],"flat":[0,15000],"quarterly":[250,250]},"sourceSentences":{"hourly":"The hourly charge is a maximum of $500 per hour and the flat rate fee typically ranges from $0 to $15,000.","flat":"The hourly charge is a maximum of $500 per hour and the flat rate fee typically ranges from $0 to $15,000.","quarterly":"The quarterly fee for wealth coaching ranges from $250 4912-4248-2622v3 11 Independent Advisor Alliance ADV Part 2A:"},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055420","page":"https://plannerfees.com/planners/independent-advisor-alliance-llc-168267/"},{"crd":340359,"name":"Independent Capital","city":"Chicago","state":"IL","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"The fee for our Financial Planning Services is a fixed fee consisting of an upfront charge of $2,000 and an ongoing fee of $750 paid quarterly, in advance."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060182","page":"https://plannerfees.com/planners/independent-capital-340359/"},{"crd":173917,"name":"Independent Financial Planning","city":"Great Falls","state":"VA","fees":{"hourly":[200,200],"flat":[3000,3000]},"sourceSentences":{"flat":"Our rate is $3,000 for the initial plan.","hourly":"Additional state returns will be completed at an hourly rate of $200/hr."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=967652","page":"https://plannerfees.com/planners/independent-financial-planning-173917/"},{"crd":286170,"name":"Independent Investment Advisors","city":"Hillsboro","state":"OR","fees":{"flat":[1500,4500]},"sourceSentences":{"flat":"One-time financial planning fees can range from $1500.00 to $4500.00 based on client’s situation and complexity."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002516","page":"https://plannerfees.com/planners/independent-investment-advisors-286170/"},{"crd":328786,"name":"Independent Wealth Advisors, LLC","city":"Cary","state":"NC","fees":{"flat":[500,20000]},"sourceSentences":{"flat":"(*The daily rate is calculated by dividing the annual asset-based fee rate by 365.) Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $500 and $20,000."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049087","page":"https://plannerfees.com/planners/independent-wealth-advisors-llc-328786/"},{"crd":131014,"name":"Index Gurus, Inc.","city":"Concord","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly rate for financial planning services is $300.00 per hour."},"brochureDate":"7/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050745","page":"https://plannerfees.com/planners/index-gurus-inc-131014/"},{"crd":137197,"name":"Indian River Financial Group, Inc.","city":"Delray Beach","state":"FL","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Such fee will be a fixed fee not to exceed $500."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=483116","page":"https://plannerfees.com/planners/indian-river-financial-group-inc-137197/"},{"crd":281529,"name":"Indie Financial Planning","city":"Chicago","state":"IL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $200.00 per hour, and the client will be refunded the difference."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016067","page":"https://plannerfees.com/planners/indie-financial-planning-281529/"},{"crd":333461,"name":"Indieplan LLC","city":"Chestnut Ridge","state":"NY","fees":{"hourly":[330,330],"flat":[8750,30000],"annual":[2640,4290]},"sourceSentences":{"hourly":"Analysis of complex private investments or financial circumstances may be subject to additional hours billed at our hourly rate of $330/hour, which will be agreed upon by both the client and IP and memorialized in the signed client agreement.","annual":"Ongoing Planning Service Indie Partnership Program™** Flat Annual Fees (due quarterly in arrears)* Individuals Couples $2640 $4290 *Our fee is negotiable.","flat":"The range for a one-time engagement is between $8,750 and $30,000 per engagement based on the complexity of the client’s model portfolios and the scope of the review."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002345","page":"https://plannerfees.com/planners/indieplan-llc-333461/"},{"crd":341427,"name":"Indigo Private Wealth","city":"Los Angeles","state":"CA","fees":{"hourly":[500,500],"flat":[1000,10000]},"sourceSentences":{"flat":"This service is offered on a fee basis ranging from $1,000 to $10,000 per plan.","hourly":"The Firm’s financial planning fee is $500 an hour the amount of hours and will be determined by the complexity of the engagement, time involved developing the plan, number of accounts involved, etc. 8 Asset Management Fee Fees for Separately Managed Accounts Total Assets Under Management Annual Fee $1 - $5,000,000…"},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042841","page":"https://plannerfees.com/planners/indigo-private-wealth-341427/"},{"crd":152791,"name":"Indy Advisors, LLC.","city":"Indianapolis","state":"IN","fees":{"hourly":[75,150],"flat":[500,2000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $2,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $75 - $150."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030782","page":"https://plannerfees.com/planners/indy-advisors-llc-152791/"},{"crd":283634,"name":"Indy Wealth Solutions, LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[200,200],"flat":[600,6000]},"sourceSentences":{"flat":"The fixed fee can range between $600.00 and $6,000.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $200.00 per hour if the financial plan has not already been delivered."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021631","page":"https://plannerfees.com/planners/indy-wealth-solutions-llc-283634/"},{"crd":331776,"name":"Infinite Summer Financial Planning","city":"Needham","state":"MA","fees":{"hourly":[225,225],"flat":[2500,2500],"monthly":[100,500],"quarterly":[300,1500]},"sourceSentences":{"flat":"Ongoing Financial Planning ISFP collects an initial fee, no greater than $2,500.","monthly":"Fees are paid monthly or quarterly in advance, ranging from $100 to $500 per month or $300 to $1,500 per quarter.","quarterly":"Fees are paid monthly or quarterly in advance, ranging from $100 to $500 per month or $300 to $1,500 per quarter.","hourly":"Our hourly rate is $225."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028189","page":"https://plannerfees.com/planners/infinite-summer-financial-planning-331776/"},{"crd":127216,"name":"Infiniti Wealth Management","city":"Brewster","state":"NY","fees":{"hourly":[150,300],"flat":[1000,8000],"annual":[24000,36000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $1,000 to $8,000 on a fixed fee basis and/or from $150 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but generally range from $1,000 to $8,000 on a fixed fee basis and/or from $150 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","annual":"These fees are negotiable but generally range from $24,000 to $36,000 annually depending on the client’s net worth."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007048","page":"https://plannerfees.com/planners/infiniti-wealth-management-127216/"},{"crd":317198,"name":"Infinitus Wealth Management LLC","city":"Nashville","state":"TN","fees":{"hourly":[250,750],"flat":[200,1500]},"sourceSentences":{"flat":"The minimum fixed fee is generally $200 and the maximum fixed fee is generally no more than $1,500.","hourly":"The minimum fixed fee is generally $250 per hour and the maximum fixed fee is generally no more than $750 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029877","page":"https://plannerfees.com/planners/infinitus-wealth-management-llc-317198/"},{"crd":324723,"name":"Infinity Advisory Group","city":"Portage","state":"MI","fees":{"hourly":[150,400],"flat":[1000,10000]},"sourceSentences":{"hourly":"On an hourly basis ranging from $150 to $400 per hour. 5 2.","flat":"As a fixed fee, typically ranging from $1,000 to $10,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be produced."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022859","page":"https://plannerfees.com/planners/infinity-advisory-group-324723/"},{"crd":305590,"name":"Infinity Financial Planning","city":"Los Banos","state":"CA","fees":{"hourly":[150,150],"flat":[500,2500]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $2,500.","hourly":"Financial Planning engagements are offered at an hourly rate of $150 per hour, depending on complexity."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037220","page":"https://plannerfees.com/planners/infinity-financial-planning-305590/"},{"crd":291644,"name":"Infinity Financial Strategies, LLC","city":"North Granby","state":"CT","fees":{"hourly":[500,500],"flat":[1000,1000],"annual":[6000,6000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000.","annual":"We charge an annual fee of $6,000, paid monthly in advance.","hourly":"We charge an hourly rate of $500.00 per hour for clients who have limited scope questions that depend on complexity."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016116","page":"https://plannerfees.com/planners/infinity-financial-strategies-llc-291644/"},{"crd":337858,"name":"Infinity Financial Wealth Management LLC","city":"Norcross","state":"GA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"AND CONSULTING Infinity charges an hourly fee of $350 per hour based on complexity and unique Client needs for financial planning."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057361","page":"https://plannerfees.com/planners/infinity-financial-wealth-management-llc-337858/"},{"crd":332590,"name":"Infinity Tax & Financial Planning","city":"Huntsville","state":"AL","fees":{"hourly":[150,500],"flat":[250,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $5,000. 4 Hourly Fees The negotiated hourly fee for these services is between $150 and $500.","hourly":"The negotiated fixed rate for creating client financial plans is between $250 and $5,000. 4 Hourly Fees The negotiated hourly fee for these services is between $150 and $500."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050114","page":"https://plannerfees.com/planners/infinity-tax-financial-planning-332590/"},{"crd":171959,"name":"Infinity Wealth Counsel, LLC","city":"Loveland","state":"OH","fees":{"hourly":[300,300],"flat":[2500,4000],"annual":[2500,2500]},"sourceSentences":{"flat":"Generally, our fixed fees range from $2,500 to $4,000.","hourly":"The fee for this service is $300 per hour, which is payable upon provision of services.","annual":"The minimum annual fee for any client is $2,500."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011519","page":"https://plannerfees.com/planners/infinity-wealth-counsel-llc-171959/"},{"crd":300622,"name":"Infinity Wealthcare, LLC","city":"Cumming","state":"GA","fees":{"flat":[750,10000]},"sourceSentences":{"flat":"In some cases, depending on the specific needs of the client and the project, consulting engagements may be priced at a fixed project fee basis (instead of hourly), ranging from $750 to $10,000."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012480","page":"https://plannerfees.com/planners/infinity-wealthcare-llc-300622/"},{"crd":149123,"name":"Infinium Investment Advisors, LLC","city":"Denver","state":"CO","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"hourly":"In this circumstance, we offer financial planning services on an hourly basis for $250 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.","flat":"Financial Planning fees may be negotiated as a fixed fee and range from $500 to $10,000."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058216","page":"https://plannerfees.com/planners/infinium-investment-advisors-llc-149123/"},{"crd":156316,"name":"Infresh, Inc.","city":"Findlay","state":"OH","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"There is a minimum investment advisory fee of $2,500 per year to be paid with the fee schedule set forth in the client’s Agreement."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050286","page":"https://plannerfees.com/planners/infresh-inc-156316/"},{"crd":340443,"name":"Ing Wealth","city":"La Mesa","state":"CA","fees":{"hourly":[150,250],"flat":[1500,9500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $9,500.","hourly":"The negotiated hourly fee for these services is between $150 and $250."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050224","page":"https://plannerfees.com/planners/ing-wealth-340443/"},{"crd":315123,"name":"Inland Financial Planning","city":"Spokane","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our fee for Financial Planning is $200 per hour based."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048400","page":"https://plannerfees.com/planners/inland-financial-planning-315123/"},{"crd":297414,"name":"Inman Financial Services, Inc.","city":"Portland","state":"OR","fees":{"hourly":[150,150],"flat":[700,5000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the agreement immediately upon written notice. 8 Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is between $700 and $5,000.","hourly":"This fee is based upon an hourly rate of $150-250/hour depending on the employee completing the work and is based on an estimate of the total staff hours it will take to prepare the plan."},"brochureDate":"4/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041001","page":"https://plannerfees.com/planners/inman-financial-services-inc-297414/"},{"crd":343949,"name":"Inman Park Wealth Management","city":"Atlanta","state":"GA","fees":{"flat":[2500,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $2,500 to $5,000."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057562","page":"https://plannerfees.com/planners/inman-park-wealth-management-343949/"},{"crd":333719,"name":"Innermost Wealth Management, LLC","city":"Troy","state":"MI","fees":{"flat":[2500,25000]},"sourceSentences":{"flat":"Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.​ ​Project-Based Financial Planning​ I​WM​​charges​​either​​a​​fixed​​or​​hourly​​fee​​for​​Project-Based​​Financial​​Planning.​​Fixed​​fee​​rates​​range​​between​ ​$2,500 - $25,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038942","page":"https://plannerfees.com/planners/innermost-wealth-management-llc-333719/"},{"crd":340243,"name":"Innerworks Wealth Management","city":"Cincinnati","state":"OH","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032166","page":"https://plannerfees.com/planners/innerworks-wealth-management-340243/"},{"crd":341872,"name":"Innosight Wealth Management LLC","city":"Las Vegas","state":"NV","fees":{"flat":[3000,15000]},"sourceSentences":{"flat":"InnoSight offers financial planning services for a fixed engagement fee ranging from $3,000 to $15,000 per engagement."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059057","page":"https://plannerfees.com/planners/innosight-wealth-management-llc-341872/"},{"crd":168500,"name":"Innova Wealth Partners, LLC","city":"Newtown","state":"PA","fees":{"flat":[500,10000],"monthly":[1000,2000]},"sourceSentences":{"flat":"One-time financial plans incur a flat fee of $500 - $10,000 depending on complexity, to be paid upon plan delivery.","monthly":"Once the plan is delivered, clients may continue to engage IWP on an ongoing consulting basis for $1,000 - $2,000 per month, billed in arrears. 9 Educational Course IWP offers Educational Courses, that cost $39 per class, via check or credit card, due on or before the date of the course."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058939","page":"https://plannerfees.com/planners/innova-wealth-partners-llc-168500/"},{"crd":283332,"name":"Innovate Wealth","city":"Scottdale","state":"PA","fees":{"hourly":[275,275],"flat":[3800,3800],"quarterly":[800,800]},"sourceSentences":{"flat":"Typically, Financial Planning Services are provided for a 12-month engagement for a fixed fee of $3,800, payable as an upfront $1,400 deposit and $800 each quarter thereafter.","quarterly":"Typically, Financial Planning Services are provided for a 12-month engagement for a fixed fee of $3,800, payable as an upfront $1,400 deposit and $800 each quarter thereafter.","hourly":"Upon termination, the last quarterly or monthly payment will be refunded in its entirety. 7 | Page Hourly Fee The standard hourly rate is $275."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020908","page":"https://plannerfees.com/planners/innovate-wealth-283332/"},{"crd":146618,"name":"Innovative Advisory Group","city":"Lexington","state":"MA","fees":{"hourly":[150,500],"flat":[500,20000]},"sourceSentences":{"flat":"Fixed or flat fees for a financial plan will generally range from $500 $20,000, depending on the nature and complexity of each client's circumstances.","hourly":"Hourly fees will generally range from $150 - $500 per hour, depending on the nature and complexity of each client's circumstances."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058742","page":"https://plannerfees.com/planners/innovative-advisory-group-146618/"},{"crd":336773,"name":"Innovative Asset Advisors 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FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on a hourly rate of $200 or a fixed fee ranging between $1200 and $3000 based on complexity and unique client needs."},"brochureDate":"4/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040288","page":"https://plannerfees.com/planners/innovative-financial-advisors-llc-171614/"},{"crd":289906,"name":"Innovative Financial Solutions, Inc.","city":"Chandler","state":"AZ","fees":{"hourly":[420,420],"flat":[1000,20000]},"sourceSentences":{"flat":"Our planning engagement clients are assessed fixed fees that range from $1,000 to $20,000.","hourly":"Our rate is $420 per hour; billed in 15-minute, and partial increments will be treated as a whole 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$2,500."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018228","page":"https://plannerfees.com/planners/innovative-wealth-building-llc-314942/"},{"crd":308965,"name":"Innovative Wealth Management","city":"Trumbull","state":"CT","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $10,000.","hourly":"The negotiated hourly fee for these services is $250."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029431","page":"https://plannerfees.com/planners/innovative-wealth-management-308965/"},{"crd":335780,"name":"Innovative Wealth Partners, LLC","city":"Manasquan","state":"NJ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $300.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”)."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002825","page":"https://plannerfees.com/planners/innovative-wealth-partners-llc-335780/"},{"crd":154130,"name":"Innovator Wealth Advisor, LLC","city":"Beaverton","state":"OR","fees":{"hourly":[190,190],"flat":[3000,5000]},"sourceSentences":{"flat":"We charge fixed fees for financial planning services which typically range from $3,000 to $5,000 but may exceed this range depending on the complexity of the client's financial circumstances and planning needs.","hourly":"Our current hourly rates are $190 per hour for CFP® professionals and $100 per hour for staff."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057750","page":"https://plannerfees.com/planners/innovator-wealth-advisor-llc-154130/"},{"crd":334763,"name":"Innovest 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$75,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036099","page":"https://plannerfees.com/planners/innovia-wealth-llc-289913/"},{"crd":291780,"name":"Inscription Capital, LLC","city":"Houston","state":"TX","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Hourly rates generally range from $250 to $500 per hour based on the scope of the engagement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037602","page":"https://plannerfees.com/planners/inscription-capital-llc-291780/"},{"crd":315864,"name":"Inside Edge Capital Management, LLC","city":"Saratoga Springs","state":"NY","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"Services are offered based on a flat fee of no more than $10,000."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003461","page":"https://plannerfees.com/planners/inside-edge-capital-management-llc-315864/"},{"crd":165731,"name":"Insight Advisors NW, LLC","city":"Beaverton","state":"OR","fees":{"hourly":[195,195]},"sourceSentences":{"hourly":"Fees for financial planning services are based on a rate of $195 per hour, due at time of service. 5b:"},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008664","page":"https://plannerfees.com/planners/insight-advisors-nw-llc-165731/"},{"crd":168057,"name":"Insight Advisors, LLC","city":"Newtown","state":"PA","fees":{"hourly":[250,250],"monthly":[575,575]},"sourceSentences":{"hourly":"Our hourly fee is $250, flat fees range up to $5,000 and recurring fees are charged monthly in advance with a maximum of $575 per month.","monthly":"Our hourly fee is $250, flat fees range up to $5,000 and recurring fees are charged monthly in advance with a maximum of $575 per month."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008094","page":"https://plannerfees.com/planners/insight-advisors-llc-168057/"},{"crd":317633,"name":"Insight Family Financial","city":"Sarasota","state":"FL","fees":{"hourly":[300,300],"quarterly":[500,500],"annual":[3500,4000]},"sourceSentences":{"annual":"Service Tier Annual Fee Guided Wealth Builder $4,000 Core Tier* $10,000 Comprehensive Tier $15,000 *Tax Optimization Strategy can be added to the Core Tier for an additional charge of $3,500 annually.","hourly":"Services are offered based on an hourly fee of $300 per hour.","quarterly":"INDIVIDUAL FINANCIAL WELLNESS PLANNING Ongoing individual financial wellness planning services are billed at a rate of $500 per quarter."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060078","page":"https://plannerfees.com/planners/insight-family-financial-317633/"},{"crd":113822,"name":"Insight Financial Advisors","city":"Santa Ana","state":"CA","fees":{"hourly":[600,600],"flat":[500,10000]},"sourceSentences":{"hourly":"The standard hourly rate is $600 per hour.","flat":"Fixed fees may range from $500 to $10,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029963","page":"https://plannerfees.com/planners/insight-financial-advisors-113822/"},{"crd":147518,"name":"Insight Financial Services","city":"Overland Park","state":"KS","fees":{"hourly":[250,250],"flat":[2500,10000]},"sourceSentences":{"hourly":"Our rate for such services is $250 per hour and is negotiable depending on the scope and complexity of the plan, your financial situation, and your objectives.","flat":"Our fees for educational seminars range from $250 - $750 per attendee, or on a fixed fee basis ranging from $2,500 - $10,000 per seminar."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050415","page":"https://plannerfees.com/planners/insight-financial-services-147518/"},{"crd":165125,"name":"Insight Financial Strategists","city":"Newton","state":"MA","fees":{"hourly":[300,300],"flat":[5500,5500],"annual":[12000,12000]},"sourceSentences":{"annual":"A minimum household​ ​charge of $12,000 per year generally applies.","hourly":"The hourly fee generally ranges from $300 to​ ​$600 depending on the services and the complexity of the task.","flat":"The minimum​ ​fixed fee is generally $5,500, and the maximum fixed fee may vary in relation to the​ ​complexity of the client’s situation and needs."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023841","page":"https://plannerfees.com/planners/insight-financial-strategists-165125/"},{"crd":174411,"name":"Insight Folios","city":"Charlotte","state":"NC","fees":{"hourly":[250,250],"flat":[2500,5000]},"sourceSentences":{"flat":"For standard financial plans, INS typically charges a fixed fee ranging from $2,500 to $5,000.","hourly":"For more limited scope engagements or ongoing consultations, INS charges an hourly fee of $250, with a typical engagement requiring between 8 and 20 hours."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022094","page":"https://plannerfees.com/planners/insight-folios-174411/"},{"crd":165889,"name":"Insight Investment Solutions","city":"Eugene","state":"OR","fees":{"hourly":[145,145]},"sourceSentences":{"hourly":"Hourly based fee Hourly investment advice will be billed at $145.00 per hour payable upon completion of recommendation, plan, or advice."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008825","page":"https://plannerfees.com/planners/insight-investment-solutions-165889/"},{"crd":288585,"name":"Insight Personal Finance","city":"San Francisco","state":"CA","fees":{"hourly":[375,550],"flat":[3000,12000],"monthly":[50,500]},"sourceSentences":{"hourly":"Financial Planning fee is an hourly rate between $375.00 and $550.00 per hour.","flat":"The fixed fee can range between $3,000 and $12,000 for individuals and between $5,000 and $15,000 for couples and families.","monthly":"This subscription service consists of an ongoing fee that is paid monthly, in advance, at the rate of $50-$500 per month."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003176","page":"https://plannerfees.com/planners/insight-personal-finance-288585/"},{"crd":147290,"name":"Insight Strategic Wealth LLC","city":"Knoxville","state":"TN","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Financial planning fees will be charged as an hourly fee of $275 per hour."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054122","page":"https://plannerfees.com/planners/insight-strategic-wealth-llc-147290/"},{"crd":339542,"name":"Insight Wealth Management LLC","city":"Plantation","state":"FL","fees":{"hourly":[300,500],"annual":[2000,5000]},"sourceSentences":{"hourly":"Hourly fee range: $300 to $500 per hour The applicable hourly rate is disclosed and agreed upon in writing prior to services being provided.","annual":"Fixed or retainer fee range: $2,000 to $5,000 Whether a fixed or retainer fee is required depends on factors such as the scope and complexity of the engagement, the client’s financial situation, and the services requested."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003364","page":"https://plannerfees.com/planners/insight-wealth-management-llc-339542/"},{"crd":153635,"name":"Insight Wealth Partners","city":"Plano","state":"TX","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"We generally charge a minimum first-year fee of $2,500 for financial planning services. 8."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037851","page":"https://plannerfees.com/planners/insight-wealth-partners-153635/"},{"crd":293644,"name":"Insight Wealth Strategies, LLC","city":"San 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hour."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040408","page":"https://plannerfees.com/planners/insight-corp-311445/"},{"crd":334038,"name":"Inspiration Financial Planning","city":"Carlsbad","state":"CA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Projects Financial Planning Projects are offered at prices between $1,000-$10,000."},"brochureDate":"3/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023133","page":"https://plannerfees.com/planners/inspiration-financial-planning-334038/"},{"crd":305322,"name":"Inspire Wealth Partners","city":"Boise","state":"ID","fees":{"hourly":[500,500],"flat":[2000,10000],"quarterly":[875,10000]},"sourceSentences":{"quarterly":"Financial Planning with Investment Management Services For our ongoing financial planning and discretionary investment management services, we charge a flat quarterly fee generally ranging between $875.00 and $10,000.00 paid in arrears.","flat":"The fixed fee can range between $2,000 and $10,000.","hourly":"Financial Planning engagements are offered at an hourly rate of $500.00."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025021","page":"https://plannerfees.com/planners/inspire-wealth-partners-305322/"},{"crd":305122,"name":"Inspired Financial Planners","city":"Gulfport","state":"MS","fees":{"hourly":[400,400],"annual":[4500,4500]},"sourceSentences":{"annual":"Although IFP does not require a minimum portfolio size, it generally imposes a minimum annual fee of $4,500.","hourly":"Our hourly rate is $400."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018885","page":"https://plannerfees.com/planners/inspired-financial-planners-305122/"},{"crd":165174,"name":"Inspirion Wealth Advisors, LLC","city":"Libertyville","state":"IL","fees":{"hourly":[300,300],"flat":[1000,10000]},"sourceSentences":{"hourly":"Our hourly fees are $300.","flat":"Flat fees generally range from $1,000 to $10,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029261","page":"https://plannerfees.com/planners/inspirion-wealth-advisors-llc-165174/"},{"crd":126055,"name":"Institutional Investment Advisors Corp","city":"New York","state":"NY","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Our rate for such services is $150 per hour and is negotiable depending on the scope and complexity of the plan, your financial situation, and your objectives."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009426","page":"https://plannerfees.com/planners/institutional-investment-advisors-corp-126055/"},{"crd":284628,"name":"Insurawealth, LLC","city":"Tampa","state":"FL","fees":{"hourly":[250,250],"monthly":[50,50]},"sourceSentences":{"monthly":"Financial Planning consists of an ongoing fee that is paid monthly, in advance, at $50 per month.","hourly":"The Financial Planning fee is charged at an hourly rate of $250.00 per hour."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036372","page":"https://plannerfees.com/planners/insurawealth-llc-284628/"},{"crd":323816,"name":"Integra Private Wealth Management, LLC","city":"Tulsa","state":"OK","fees":{"hourly":[250,500],"flat":[2500,10000]},"sourceSentences":{"hourly":"On an hourly basis ranging from $250-$500 per hour. 2.","flat":"As a fixed fee, typically ranging from $2,500 - $10,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be produced."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020645","page":"https://plannerfees.com/planners/integra-private-wealth-management-llc-323816/"},{"crd":149999,"name":"Integra Wealth","city":"Chattanooga","state":"TN","fees":{"hourly":[550,550],"flat":[2000,5000]},"sourceSentences":{"flat":"We charge between $2,000 and $5,000 for a broad-scope financial analysis.","hourly":"The services to be provided will be agreed upon in writing and are subject to an hourly rate of 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monitoring."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012982","page":"https://plannerfees.com/planners/integrated-capital-management-284766/"},{"crd":288940,"name":"Integrated Capital Management, Inc","city":"Carson","state":"CA","fees":{"hourly":[125,175],"flat":[500,3500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $3,500.","hourly":"The negotiated hourly fee for these services is between $125 and $175."},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019055","page":"https://plannerfees.com/planners/integrated-capital-management-inc-288940/"},{"crd":324478,"name":"Integrated Financial Coaching and Planning","city":"Weaverville","state":"NC","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"The cost for a Financial Fitness Review is a 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$250."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027616","page":"https://plannerfees.com/planners/integrated-retirement-strategies-142969/"},{"crd":289318,"name":"Integrated Wealth Management Solutions, LLC","city":"Port Chester","state":"NY","fees":{"flat":[1000,30000]},"sourceSentences":{"flat":"Project-based planning engagements are assessed a fixed fee ranging from $1,000 to $30,000."},"brochureDate":"2/25/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=946153","page":"https://plannerfees.com/planners/integrated-wealth-management-solutions-llc-289318/"},{"crd":334422,"name":"Integrated Wealth Solutions, LLC","city":"York","state":"PA","fees":{"flat":[1500,3000]},"sourceSentences":{"flat":"Fixed fee services are offered based on a fixed fee ranging from $1,500 to $3,000 depending on the complexity of the 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LLC","city":"Durham","state":"NC","fees":{"hourly":[525,525],"flat":[15000,15000]},"sourceSentences":{"hourly":"IWC’s hourly rate is $525.","flat":"Fixed fees for project-based engagements will not exceed $15,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026908","page":"https://plannerfees.com/planners/integrated-wealthcare-llc-312929/"},{"crd":336307,"name":"Integrative Planning, Inc.","city":"Cornelius","state":"NC","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Rates range from $250.00 to $500.00 per hour depending on the IAR, the complexity, and the scope of the Client’s consulting needs."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034490","page":"https://plannerfees.com/planners/integrative-planning-inc-336307/"},{"crd":161647,"name":"Integrity Advisory Partners LLC","city":"New 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hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016452","page":"https://plannerfees.com/planners/integrity-capital-management-142693/"},{"crd":310974,"name":"Integrity Financial Planning, LLC","city":"Houston","state":"TX","fees":{"hourly":[200,600],"quarterly":[3750,3750],"annual":[15000,15000]},"sourceSentences":{"hourly":"Fees payable to the Firm are charged at a range of $200.00 to $600.00 an hour, depending on the expertise and experience of the Firm’s consultant, and are payable as agreed upon in the contract between IFP and the client.","annual":"The Minimum Retainer for Foundational Tax Planning is based on client complexity and starts at $15,000 per year, billed quarterly in arrears ($3,750 per quarter).","quarterly":"The Minimum Retainer for Foundational Tax Planning is based on client complexity and starts at $15,000 per year, billed quarterly in arrears ($3,750 per quarter)."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021241","page":"https://plannerfees.com/planners/integrity-financial-planning-llc-310974/"},{"crd":311481,"name":"Integrity Financial Strategies","city":"Palmetto","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at the rate of $250 per hour."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052045","page":"https://plannerfees.com/planners/integrity-financial-strategies-311481/"},{"crd":140838,"name":"Integrity Investment Advisors, LLC","city":"Lansdale","state":"PA","fees":{"hourly":[350,350],"annual":[2000,10000]},"sourceSentences":{"annual":"Fixed fees generally range from $2,000 to $10,000 per year.","hourly":"In limited circumstances some clients may be billed for financial planning services on an hourly basis not to exceed $350 per hour of time spent on the plan creation."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043065","page":"https://plannerfees.com/planners/integrity-investment-advisors-llc-140838/"},{"crd":115961,"name":"Integrity Prosperity Security (IPS) Strategic Capital","city":"Denver","state":"CO","fees":{"hourly":[250,250],"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum annual fee is $5,000 and is negotiable.","hourly":"Changes to the plan after delivery may be charged at a $250/hour rate."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045575","page":"https://plannerfees.com/planners/integrity-prosperity-security-ips-strategic-capital-115961/"},{"crd":281708,"name":"Integrity Wealth Advisors, 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$10,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028806","page":"https://plannerfees.com/planners/integrity-wealth-partners-llc-167314/"},{"crd":156189,"name":"Integrous","city":"San Rafael","state":"CA","fees":{"hourly":[175,300],"flat":[2500,10000]},"sourceSentences":{"flat":"If the engagement is for the prepara on of a financial plan, the fee will be in the range of $2,500 to $10,000 per plan, nego ated with the client in advance and at the discre on of the Firm.","hourly":"Hourly charges for professionals will range between $175 and $300 based upon the professional qualifica ons and experience of the individual providing the service."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042088","page":"https://plannerfees.com/planners/integrous-156189/"},{"crd":299589,"name":"Intelligence Driven Advisers, 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client’s behalf, depending upon the nature, complexity, scope and urgency of the Professional Services and the individuals rendering the Professional Services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038781","page":"https://plannerfees.com/planners/intelligent-capitalworks-135081/"},{"crd":164513,"name":"Intelligent Investments","city":"Sioux Falls","state":"SD","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees charged at an hourly rate $ 200 per hour, in 15-minute increments Fees based on service or a procedure Depends on the complexity of the service and disclosed before the commencement of the service."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023437","page":"https://plannerfees.com/planners/intelligent-investments-164513/"},{"crd":286691,"name":"Intelligent Investor Financial 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client."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027509","page":"https://plannerfees.com/planners/intelligent-worth-289187/"},{"crd":318570,"name":"Intentional","city":"Fort Mill","state":"SC","fees":{"flat":[5000,10000]},"sourceSentences":{"flat":"Pension Consulting Services Intentional offers Pension Consulting services for a fixed engagement fee ranging from $5,000 to $10,000 per engagement."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047246","page":"https://plannerfees.com/planners/intentional-318570/"},{"crd":288181,"name":"Intentional Finance, LLC","city":"Albuquerque","state":"NM","fees":{"hourly":[500,500],"flat":[0,20000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will range from $0 to $20,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020903","page":"https://plannerfees.com/planners/intentional-finance-llc-288181/"},{"crd":312500,"name":"Intentional Living FP","city":"New Braunfelss","state":"TX","fees":{"hourly":[500,500],"monthly":[0,1250],"annual":[100,30000]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $0 to $1,250 a month.","hourly":"Financial Planning engagements are offered at an hourly rate of $500 per hour.","annual":"Fixed rate Financial Planning engagement is offered at a range of $100 - $30,000 a year."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036380","page":"https://plannerfees.com/planners/intentional-living-fp-312500/"},{"crd":310655,"name":"Intentional Retirement, LLC","city":"Omaha","state":"NE","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"The fixed fee charged for financial planning will range up to a maximum of $5,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021966","page":"https://plannerfees.com/planners/intentional-retirement-llc-310655/"},{"crd":286157,"name":"Intentional Wealth Partners","city":"Cleveland","state":"OH","fees":{"hourly":[400,400],"flat":[2500,10000],"monthly":[200,900]},"sourceSentences":{"flat":"The fixed fee can range between $2,500 and $10,000.","hourly":"Financial Planning engagements are offered at an hourly rate of $400.","monthly":"Ongoing Financial Planning consists of an upfront charge of $500 to $2,500 and an ongoing fee that is paid monthly, in advance, at the rate of $200 to $900 per month, depending on the complexity of ongoing financial planning 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Wealth (Financial Planning), and Investment Management Services (AUM) Advisory Service – Financial Planning Fees Hourly Fee – You only pay for the time you need. ❖ $200 (Invoiced upon delivery or monthly in arrears, depending on the scope) 9 I-GA charges a fixed…","monthly":"The subscription service is available in four tiers: ❖ Foundation Financial Planning – $150 per month ❖ Legacy Financial Planning - $150 per month (limited) ❖ Progress Financial Planning – $300 per month ❖ Priority Financial Planning – $500 per month What you get for that fee:"},"brochureDate":"7/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052214","page":"https://plannerfees.com/planners/intentional-growth-advisors-llc-335965/"},{"crd":321627,"name":"Intera Financial Planners LLC","city":"Avon Lake","state":"OH","fees":{"hourly":[350,350],"annual":[7500,50000]},"sourceSentences":{"annual":"Stand-Alone Financial Planning services are provided on a flat annual fee basis with fees ranging from $7,500 - $50,000.","hourly":"Limited scope advisement is available on an hourly basis at $350/hour."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001825","page":"https://plannerfees.com/planners/intera-financial-planners-llc-321627/"},{"crd":125117,"name":"Interactive Financial Advisors","city":"New Lenox","state":"IL","fees":{"hourly":[100,400],"flat":[48,7500]},"sourceSentences":{"flat":"We charge a fixed fee for financial planning services, which generally ranges from $48 to $7,500.","hourly":"Our rate for such services ranges from $100 to $400 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028915","page":"https://plannerfees.com/planners/interactive-financial-advisors-125117/"},{"crd":309314,"name":"Interchange Capital 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Inc.","city":"Plano","state":"TX","fees":{"hourly":[500,500],"flat":[1000,5000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour.","flat":"Services are offered based on a flat fee between $1,000 and $5,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016688","page":"https://plannerfees.com/planners/interlinc-financial-advisors-inc-290740/"},{"crd":114651,"name":"International Asset Management, Inc.","city":"Laredo","state":"TX","fees":{"hourly":[240,240],"flat":[1000,4000]},"sourceSentences":{"flat":"Less extensive plans (individual sections) range from $1,000.00 to $4,000.00 on a fixed fee basis agreed upon by the applicant and client.","hourly":"Hourly consultation services are $240.00 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035307","page":"https://plannerfees.com/planners/international-asset-management-inc-114651/"},{"crd":323032,"name":"International Private Wealth Advisors LLC","city":"San Diego","state":"CA","fees":{"flat":[1350,25000]},"sourceSentences":{"flat":"IPWA offers financial planning services for a fixed engagement fee ranging from $1,350 to $25,000 per engagement."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043594","page":"https://plannerfees.com/planners/international-private-wealth-advisors-llc-323032/"},{"crd":304573,"name":"Intero Financial Planning, LLC","city":"Parkton","state":"MD","fees":{"hourly":[300,300],"flat":[7000,7000]},"sourceSentences":{"flat":"Intero Financial Planning charges a flat fee of $7,000 for financial planning services and an hourly fee of $300 for on-going financial consulting services.","hourly":"Intero Financial Planning charges a flat fee of $7,000 for financial planning services and an hourly fee of $300 for on-going financial consulting services."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022475","page":"https://plannerfees.com/planners/intero-financial-planning-llc-304573/"},{"crd":342280,"name":"Interstellar Wealth LLC","city":"Skaneateles","state":"NY","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"We charge a flat fee of $1,000 for our Strategic Financial Review service, due upon completion of the service."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055388","page":"https://plannerfees.com/planners/interstellar-wealth-llc-342280/"},{"crd":104614,"name":"Intervest LTD","city":"Chevy 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needs."},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052552","page":"https://plannerfees.com/planners/interwest-investment-advisors-inc-142840/"},{"crd":306315,"name":"Intirety, LLC","city":"Bellevue","state":"WA","fees":{"hourly":[400,400],"flat":[3000,5000]},"sourceSentences":{"hourly":"The fee for financial plans that are based on an hourly rate are calculated by a multiple of the anticipated number of hours required and a negotiated hourly rate of generally $400 an hour.","flat":"The fee for financial plans that are based on a flat rate are negotiable but generally range from $3,000 to $5,000 based on the scope and complexity of the plan, the amount of time and expertise required."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011297","page":"https://plannerfees.com/planners/intirety-llc-306315/"},{"crd":317153,"name":"Intrepid Wealth Partners, LLC","city":"Melbourne Beach","state":"FL","fees":{"flat":[8000,8000]},"sourceSentences":{"flat":"One-Time Financial Planning Services: $8,000 11 maximum;"},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022969","page":"https://plannerfees.com/planners/intrepid-wealth-partners-llc-317153/"},{"crd":165214,"name":"Intrinsic Value Partners, LLC","city":"Phoenix","state":"AZ","fees":{"hourly":[300,300],"quarterly":[3625,3625]},"sourceSentences":{"quarterly":"The total quarterly fee assessed to the client is $3,625 ($14,500 / 4).","hourly":"Financial Planning, Consulting and 529 Rebalancing Fees IVP generally charges $300 on an hourly basis to provide clients with stand-alone financial planning or consulting services."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023733","page":"https://plannerfees.com/planners/intrinsic-value-partners-llc-165214/"},{"crd":168772,"name":"Invariant Investment Management","city":"Camp Hill","state":"PA","fees":{"monthly":[125,250]},"sourceSentences":{"monthly":"Fixed fees for financial planning may be paid for via Advice Pay, and generally range between $1,000 and $2,000 up front, plus between $125 to $250 per month based on the nature and complexity of financial planning services to be rendered to the client."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052917","page":"https://plannerfees.com/planners/invariant-investment-management-168772/"},{"crd":333749,"name":"Inversewealth LLC","city":"San Ramon","state":"CA","fees":{"flat":[2500,15000],"annual":[5000,20000]},"sourceSentences":{"annual":"Method of Compensation and Fee Schedule Comprehensive Financial Planning Services Comprehensive Financial Planning fees range between $5000 to $20,000 annually depending upon the complexity of client’s situation.","flat":"- 3- Project Based Financial Planning Services Project based Financial Planning fees range from $2500 to $15,000 depending upon the complexity of the project."},"brochureDate":"8/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053821","page":"https://plannerfees.com/planners/inversewealth-llc-333749/"},{"crd":291031,"name":"Invesdid","city":"Benicia","state":"CA","fees":{"hourly":[450,450],"flat":[3000,10000]},"sourceSentences":{"hourly":"Financial Consulting Services are offered based on an hourly fee of $450 per hour.","flat":"Services are offered based on a flat fee between $3,000 and $10,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015225","page":"https://plannerfees.com/planners/invesdid-291031/"},{"crd":293495,"name":"Invest Capital LLC","city":"Chicago","state":"IL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023270","page":"https://plannerfees.com/planners/invest-capital-llc-293495/"},{"crd":146357,"name":"Invest Inc.","city":"Lexington","state":"KY","fees":{"hourly":[75,300]},"sourceSentences":{"hourly":"Any services performed on an hourly rate will be billed at a rate of $75-$300 an hour."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005597","page":"https://plannerfees.com/planners/invest-inc-146357/"},{"crd":323211,"name":"Invest Track Financial, LLC","city":"Wakefield","state":"RI","fees":{"monthly":[100,900],"quarterly":[300,2700]},"sourceSentences":{"monthly":"For ongoing financial planning services, we charge a recurring fixed fee in arrears on a monthly or quarterly basis ranging from $100 to $900 per month or $300 to $2,700 per quarter and we may accept payment by check or EFT.","quarterly":"For ongoing financial planning services, we charge a recurring fixed fee in arrears on a monthly or quarterly basis ranging from $100 to $900 per month or $300 to $2,700 per quarter and we may accept payment by check or EFT."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013618","page":"https://plannerfees.com/planners/invest-track-financial-llc-323211/"},{"crd":315745,"name":"Investably LLC","city":"Orlando","state":"FL","fees":{"flat":[2500,2500],"monthly":[625,625],"annual":[12000,12000]},"sourceSentences":{"annual":"You pay whichever is greater: % of managed assets, or the $12,000 annual minimum.","flat":"Flat fee starting at $2,500 for wealth management clients","monthly":"This is paid during client signing and recurs annually, paid monthly from custodied account as $625/month."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056264","page":"https://plannerfees.com/planners/investably-llc-315745/"},{"crd":290204,"name":"Investamily, LLC","city":"Oak 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$5,000."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044897","page":"https://plannerfees.com/planners/invested-advisors-311243/"},{"crd":316167,"name":"Investedge Planning","city":"Peoria","state":"AZ","fees":{"hourly":[350,350],"flat":[20000,20000],"monthly":[325,375]},"sourceSentences":{"flat":"A max flat fee for $20,000 applies for Account Values above $3,000,001.","monthly":"Clients may utilize one of the following options for fee payment, as outlined in the agreement: 1) $3,950 (Individual) or $4,450 (Couple) upfront or 2) Clients can choose to pay with a subscription payment of $700 upfront, then $325 a month (Individual) or $375 a month (Couple) for the next 10 months due on the 1st…","hourly":"We also provide financial planning services at the rate of $350 per hour and may be negotiable in certain cases."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051067","page":"https://plannerfees.com/planners/investedge-planning-316167/"},{"crd":332766,"name":"Investgro LLC","city":"Brentwood","state":"TN","fees":{"hourly":[500,500],"flat":[1500,10000],"monthly":[200,200]},"sourceSentences":{"hourly":"Consultation Planning Services are offered based on an hourly fee of $500 per hour.","flat":"Full Financial Plans are offered based on a flat fee between $1,500 and $10,000.","monthly":"ONGOING FINANCIAL PLANNING Ongoing Financial Planning is offered for $200 per month billed monthly or quarterly in advance."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010641","page":"https://plannerfees.com/planners/investgro-llc-332766/"},{"crd":316755,"name":"Investifi Wealth Management 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hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013446","page":"https://plannerfees.com/planners/investifi-wealth-management-llc-316755/"},{"crd":332607,"name":"Investlinc Wealth Services","city":"Brea","state":"CA","fees":{"hourly":[250,250],"flat":[350,350]},"sourceSentences":{"hourly":"Our standard hourly fee is $250 for personal planning and $350 for business related planning.","flat":"Our standard hourly fee is $250 for personal planning and $350 for business related planning."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059887","page":"https://plannerfees.com/planners/investlinc-wealth-services-332607/"},{"crd":117604,"name":"Investment & Resource Planning","city":"Falls Church","state":"VA","fees":{"hourly":[200,250]},"sourceSentences":{"hourly":"Marson charges $250/hour for Divorce Planning and $200/hour for Financial Planning unless special arrangements have been made for seminar attendees, referrals or group contracts."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018433","page":"https://plannerfees.com/planners/investment-resource-planning-117604/"},{"crd":109445,"name":"Investment Advisory Group LLC","city":"Sarasota","state":"FL","fees":{"hourly":[100,300],"annual":[500,10000]},"sourceSentences":{"hourly":"Hourly fees range from $100 to $300 per hour.","annual":"Fixed fees and annual retainer fees will typically range from $500 to $10,000 with a minimum fee of $500."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006645","page":"https://plannerfees.com/planners/investment-advisory-group-llc-109445/"},{"crd":298788,"name":"Investment Capital 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hourly charge is $275 per hour.","flat":"Fixed fee rates vary from $2,000 to $15,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015601","page":"https://plannerfees.com/planners/investment-leadership-llc-167352/"},{"crd":146041,"name":"Investment Management & Planning LLC","city":"Greenville","state":"DE","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Clients are billed at the rate of $175 an hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025557","page":"https://plannerfees.com/planners/investment-management-planning-llc-146041/"},{"crd":122166,"name":"Investment Management Group","city":"Billings","state":"MT","fees":{"flat":[2500,2500],"annual":[2400,2400]},"sourceSentences":{"flat":"Our financial planning fees are billed and charged on a fixed fee basis, typically $2,500.","annual":"This fee is approximately $2,400 per year but can vary depending on the specific circumstances of each client."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052336","page":"https://plannerfees.com/planners/investment-management-group-122166/"},{"crd":297883,"name":"Investment Navigation LLC","city":"Chicago","state":"IL","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"Investment Navigation charges an hourly fee of $225 for financial planning according to the below chart:"},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023482","page":"https://plannerfees.com/planners/investment-navigation-llc-297883/"},{"crd":163070,"name":"Investments By Design, Inc","city":"Galena","state":"IL","fees":{"hourly":[85,85]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $85."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015248","page":"https://plannerfees.com/planners/investments-by-design-inc-163070/"},{"crd":106837,"name":"Investor Advisory Group","city":"Charlotte","state":"NC","fees":{"hourly":[50,150]},"sourceSentences":{"hourly":"Hourly fees range from $50 to $150 per hour, depending on the scope of the project."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014457","page":"https://plannerfees.com/planners/investor-advisory-group-106837/"},{"crd":128722,"name":"Investor Resources Inc","city":"Charlestown","state":"MA","fees":{"hourly":[150,150],"flat":[500,15000]},"sourceSentences":{"hourly":"Fees ● Hourly Fee: $150 per hour, billed upon completion of service or as otherwise agreed in writing. ● Fixed Fee: $500 to $15,000 depending on project scope, billed upon completion or as otherwise agreed in writing.","flat":"Fees ● Hourly Fee: $150 per hour, billed upon completion of service or as otherwise agreed in writing. ● Fixed Fee: $500 to $15,000 depending on project scope, billed upon completion or as otherwise agreed in writing."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047801","page":"https://plannerfees.com/planners/investor-resources-inc-128722/"},{"crd":339421,"name":"Investorbloc","city":"Charlotte","state":"NC","fees":{"hourly":[300,500],"flat":[250,400]},"sourceSentences":{"flat":"Base Service Per hour Description $250–$400 (per hour) Includes retirement projections, budgeting, and goal-based financial modeling.","hourly":"Tax Strategy Planning $300 – $500 per hour InvestorBloc designs tax-efficient investment and income strategies in coordination with an independent Certified Public Accountant (CPA)."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014487","page":"https://plannerfees.com/planners/investorbloc-339421/"},{"crd":106796,"name":"Investors Asset Management of Georgia Inc","city":"Atlanta","state":"GA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The minimum fee is $150 per hour for reviews that require a minimum number of hours to complete."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019137","page":"https://plannerfees.com/planners/investors-asset-management-of-georgia-inc-106796/"},{"crd":114834,"name":"Investors Choice","city":"Tampa","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"DiFran Corporation offers optional financial planning services for a fee of $250 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030027","page":"https://plannerfees.com/planners/investors-choice-114834/"},{"crd":117299,"name":"Investors Portfolio Services LLC","city":"Puyallup","state":"WA","fees":{"hourly":[200,500],"flat":[1500,5000]},"sourceSentences":{"flat":"For these services, Advisor’s planning and consulting fees are negotiable but generally range from $1,500 to $5,000 on a fixed fee basis and from $200 to $500 on an hourly rate basis, depending on the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"For these services, Advisor’s planning and consulting fees are negotiable but generally range from $1,500 to $5,000 on a fixed fee basis and from $200 to $500 on an hourly rate basis, depending on the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033502","page":"https://plannerfees.com/planners/investors-portfolio-services-llc-117299/"},{"crd":310803,"name":"Investry, LLC","city":"Scarsdale","state":"NY","fees":{"hourly":[400,400],"flat":[5000,10000],"monthly":[400,3000]},"sourceSentences":{"flat":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 7 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $5,000 - $10,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $400 - $3,000 per month, and may be…","monthly":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 7 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $5,000 - $10,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $400 - $3,000 per month, and may be…","hourly":"The second option is a rate of $400 per hour."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030343","page":"https://plannerfees.com/planners/investry-llc-310803/"},{"crd":340343,"name":"Invictus Financial Services","city":"Wyoming","state":"PA","fees":{"hourly":[250,250],"flat":[1000,3000]},"sourceSentences":{"flat":"Standalone financial planning services are typically offered for a fixed flat fee ranging from approximately $1,000 to $3,000, depending on the scope and complexity of the engagement.","hourly":"Hourly Rate: $ 250 per hour"},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012557","page":"https://plannerfees.com/planners/invictus-financial-services-340343/"},{"crd":174890,"name":"Invisor","city":"Seneca","state":"KS","fees":{"hourly":[100,300],"flat":[1000,1000],"monthly":[195,195]},"sourceSentences":{"hourly":"Hourly fees for Financial Planning is an hourly rate between $100.00 and $300.00 per hour, depending on complexity.","flat":"Ongoing Fees Ongoing Financial Planning consists of an upfront charge of $1,000.00 and an ongoing fee that is paid monthly, in arrears at the rate of $195.00 per month.","monthly":"Ongoing Fees Ongoing Financial Planning consists of an upfront charge of $1,000.00 and an ongoing fee that is paid monthly, in arrears at the rate of $195.00 per month."},"brochureDate":"12/19/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998967","page":"https://plannerfees.com/planners/invisor-174890/"},{"crd":282899,"name":"Invista Advisors","city":"Montgomery","state":"AL","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Page 17 of 39 ADV 2A Firm Disclosure Brochure Financial planning fees are payable by check to McDonald Financial Services, LLC based on a fixed fee range from $500 to $5,000 depending on the complexities involved."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038948","page":"https://plannerfees.com/planners/invista-advisors-282899/"},{"crd":282863,"name":"Invst, LLC","city":"Indianapolis","state":"IN","fees":{"monthly":[99,99]},"sourceSentences":{"monthly":"In addition to its annual fee, Tomoro can charge a fixed monthly fee of $99 for access to its Client Portal, as described in Item 4."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040194","page":"https://plannerfees.com/planners/invst-llc-282863/"},{"crd":286435,"name":"Iowa Wealth Management, LLC","city":"West Des Moines","state":"IA","fees":{"hourly":[270,270]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services Iowa Wealth will charge a flat hourly rate of $270 per hour for CFP Professionals and $125 per hour for Administrative Professionals for financial planning and consulting services."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007331","page":"https://plannerfees.com/planners/iowa-wealth-management-llc-286435/"},{"crd":294929,"name":"Iplan","city":"Winter Haven","state":"FL","fees":{"flat":[3600,3600]},"sourceSentences":{"flat":"Project-Based Financial Planning Services Project-based financial planning services consist of a one-time fee starting at $3,600 due at the start of the engagement."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=877798","page":"https://plannerfees.com/planners/iplan-294929/"},{"crd":318010,"name":"Ipsen Advisor Group","city":"Little Rock","state":"AR","fees":{"flat":[900,5000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $900 to $5,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of up to $600 per hour All financial planning fees are due in advance, upon execution of your agreement with us."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019266","page":"https://plannerfees.com/planners/ipsen-advisor-group-318010/"},{"crd":308294,"name":"Iq Retirement Portfolios LLC","city":"St. Petersburg","state":"FL","fees":{"hourly":[500,500],"annual":[1500,1500]},"sourceSentences":{"annual":"Fixed fee basis Range from $1,500 per year for 3 hour financial planning phone consultation to Full Retirement Plan costing up to $25,000 per year.","hourly":"CFP® hourly rates are billed at $500 per hour."},"brochureDate":"12/26/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=640417","page":"https://plannerfees.com/planners/iq-retirement-portfolios-llc-308294/"},{"crd":126246,"name":"Ira Group, Inc.","city":"Atlanta","state":"GA","fees":{"annual":[15000,15000]},"sourceSentences":{"annual":"The minimum annual fee for a Retainer Agreement is $15,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017161","page":"https://plannerfees.com/planners/ira-group-inc-126246/"},{"crd":132022,"name":"Irc Wealth","city":"Atlanta","state":"GA","fees":{"flat":[250,500]},"sourceSentences":{"flat":"Financial planning fees will be charged on an agreed upon fixed fee, ranging from $250 to $500 per session, depending on the nature and complexity of each client's circumstances."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011837","page":"https://plannerfees.com/planners/irc-wealth-132022/"},{"crd":334988,"name":"Iridescent Capital Management","city":"Phoenix","state":"AZ","fees":{"hourly":[299,299],"flat":[4000,4000]},"sourceSentences":{"flat":"Ongoing Financial Planning 9 ICM collects an initial fee, no greater than $4,000.","hourly":"Fees are paid monthly in advance, ranging from $299 to $1,000, based on our hourly rate of $299."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040011","page":"https://plannerfees.com/planners/iridescent-capital-management-334988/"},{"crd":111177,"name":"Iron Gate Global Advisors","city":"North Salt Lake","state":"UT","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Flat fees will range from $1,000 to $5,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036215","page":"https://plannerfees.com/planners/iron-gate-global-advisors-111177/"},{"crd":290743,"name":"Iron Mountain Financial Planning","city":"Rapid City","state":"SD","fees":{"flat":[250,15000]},"sourceSentences":{"flat":"Fixed fee rates range from $250 to $15,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031468","page":"https://plannerfees.com/planners/iron-mountain-financial-planning-290743/"},{"crd":309149,"name":"Iron Path Wealth Management, Inc.","city":"Newtown","state":"CT","fees":{"flat":[2500,2500],"annual":[1000,1000]},"sourceSentences":{"flat":"Fees for Ongoing Financial Planning consist of an upfront charge starting at $2,500 for the initial plan.","annual":"After delivery of the initial plan, the annual fee for ongoing financial planning starts at $1000 and may be negotiable in certain cases."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034199","page":"https://plannerfees.com/planners/iron-path-wealth-management-inc-309149/"},{"crd":173307,"name":"Iron River Capital LLC","city":"Durango","state":"CO","fees":{"hourly":[125,200],"flat":[1000,10000],"quarterly":[500,500]},"sourceSentences":{"quarterly":"There is a $500 per quarter minimum fee the Firm may waive at its discretion for both monitoring and management fees.","flat":"The negotiated fixed fee for these services is between $1,000 and $10,000.","hourly":"The negotiated hourly fee for these services is between $125 and $200."},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050582","page":"https://plannerfees.com/planners/iron-river-capital-llc-173307/"},{"crd":333955,"name":"Ironfjord Wealth Management","city":"Lakewood","state":"CO","fees":{"flat":[1000,18000],"annual":[8000,40000]},"sourceSentences":{"annual":"The annual fee generally ranges from $8,000 to $40,000 and is based on complexity and client needs.","flat":"Fixed fee rates range between $1,000 to $18,000."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042206","page":"https://plannerfees.com/planners/ironfjord-wealth-management-333955/"},{"crd":327162,"name":"Ironkoor Retirement, LLC","city":"West Chester","state":"OH","fees":{"flat":[0,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $0 to $10,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023327","page":"https://plannerfees.com/planners/ironkoor-retirement-llc-327162/"},{"crd":306403,"name":"Ironoak Wealth","city":"Cedar Park","state":"TX","fees":{"hourly":[150,150],"flat":[12500,12500]},"sourceSentences":{"flat":"The fee for a Comprehensive Financial Plan is $12,500.","hourly":"If a Client cancels mid-billing period, the refund will be calculated based on the number of hours spent during the quarter at the firm’s hourly rate of $150."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017100","page":"https://plannerfees.com/planners/ironoak-wealth-306403/"},{"crd":167587,"name":"Irontree Advisors LLC","city":"Clifton","state":"IL","fees":{"hourly":[125,125],"quarterly":[2500,2500],"annual":[10000,10000]},"sourceSentences":{"quarterly":"The minimum quarterly fee is $2,500, which is $10,000 annually.","annual":"The minimum quarterly fee is $2,500, which is $10,000 annually.","hourly":"Hourly fee services are offered based on an hourly fee of $125 per hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012072","page":"https://plannerfees.com/planners/irontree-advisors-llc-167587/"},{"crd":291515,"name":"Irontree Wealth Management, Inc.","city":"Irvine","state":"CA","fees":{"hourly":[300,300],"monthly":[250,250]},"sourceSentences":{"monthly":"We do not assess an initial project fee; instead we charge a monthly fee of $250 which is due within the first 10 calendar days of each month.","hourly":"Our rate is $300 per hour; billed in 1-minute increments, and a partial increment will be treated as a whole increment."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038713","page":"https://plannerfees.com/planners/irontree-wealth-management-inc-291515/"},{"crd":155276,"name":"Ironwood Wealth Advisors, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[250,3000]},"sourceSentences":{"hourly":"Type Fixed Fee Maximum Fee $3,000 Hourly Fee $250 per hour Payable Payable one-half (1/2) upon execution of the advisory agreement with IWA and the balance due at the time of presentation of the plan, unless otherwise negotiated with the client."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019121","page":"https://plannerfees.com/planners/ironwood-wealth-advisors-llc-155276/"},{"crd":171008,"name":"Ironwood Wealth Management LLC","city":"Dallas","state":"TX","fees":{"hourly":[125,3000]},"sourceSentences":{"hourly":"Type Fixed Fee Maximum Fee $3,000 Hourly Fee $125 per hour Payable Payable one-half (1/2) upon execution of the advisory agreement with IWM and the balance due at the time of presentation of the plan, unless otherwise negotiated with the client."},"brochureDate":"3/25/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=894670","page":"https://plannerfees.com/planners/ironwood-wealth-management-llc-171008/"},{"crd":128699,"name":"Ironwood Wealth Management, Inc.","city":"Hurricane","state":"WV","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"If you terminate the agreement and have contracted with us on a fixed-fee basis, you will be charged for services rendered based on our hourly rate of $250 multiplied by the number of hours spent up to the time the cancellation notice was received by our firm."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013581","page":"https://plannerfees.com/planners/ironwood-wealth-management-inc-128699/"},{"crd":200511,"name":"Ironwood Wealth Management, LLC","city":"Chandler","state":"AZ","fees":{"flat":[2000,2000],"quarterly":[1250,1250],"annual":[5000,50000]},"sourceSentences":{"quarterly":"The minimum fee is charged $1,250 each quarter in the event a client maintains less than $500,000.","annual":"This fee is negotiable, depends on our view of how complex and time-intensive a relationship will be, and generally ranges between $5,000 to $50,000 per year, payable quarterly in advance.","flat":"When a new client determines to work with us, we generally prepare that client a written financial plan for a $2,000 fixed fee."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018427","page":"https://plannerfees.com/planners/ironwood-wealth-management-llc-200511/"},{"crd":119140,"name":"Irus Advisory Corporation","city":"Levittown","state":"PA","fees":{"hourly":[400,400],"flat":[7500,200000]},"sourceSentences":{"hourly":"IRUS Advisory charges an hourly rate of $400 per hour.","flat":"An hourly fee of $400 or a flat fee of between $7,500 and $200,000, which may or may not be in addition to a success fee."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027333","page":"https://plannerfees.com/planners/irus-advisory-corporation-119140/"},{"crd":109978,"name":"Irving Planning & Investments, LTD.","city":"Centennial","state":"CO","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial planning will be billed at an hourly rate of $200."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009574","page":"https://plannerfees.com/planners/irving-planning-investments-ltd-109978/"},{"crd":306787,"name":"Is Capital Management","city":"Dallas","state":"TX","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"Page 8 of 25 Disclosure Brochure Fixed fees generally range from $500 to $2,500."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016142","page":"https://plannerfees.com/planners/is-capital-management-306787/"},{"crd":317376,"name":"Isf Advisory, LLC","city":"Round Rock","state":"TX","fees":{"hourly":[280,280],"flat":[2500,3000],"annual":[5000,8500]},"sourceSentences":{"hourly":"Our hourly fees are based on the time required for the advisory service and will be billed at the all-inclusive fixed rate of $280.00 per hour for the contract period (normally one year) and from the date of the contract.","annual":"The Annual Retainer will range from $5,000 to $8,500 depending client needs.","flat":"Client could expect to pay an average of $800 to $1,200 for portfolio guidance; $2,500 to $3,000 for retirement planning help; $1,800 to $3,500 for assistance with the creation of a comprehensive financial plan."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009642","page":"https://plannerfees.com/planners/isf-advisory-llc-317376/"},{"crd":320841,"name":"Isgam Us LLC","city":"West Palm Beach","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"An hourly fee of $500 is charged by ISGAM US for financial 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LLC","city":"Troy","state":"MI","fees":{"hourly":[1500,1500],"flat":[2000,2000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $1,500.","flat":"ISTO Prosperity charges a one-time flat fee of $2,000 for Phase 1 Financial Planning and Consulting services."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052265","page":"https://plannerfees.com/planners/isto-advisors-llc-284560/"},{"crd":284275,"name":"It Matters Financial, LLC","city":"Nashua","state":"NH","fees":{"hourly":[200,200],"monthly":[150,150]},"sourceSentences":{"monthly":"A monthly planning fee of $150.","hourly":"The Advisor offers stand-alone hourly financial planning services at an hourly rate of $200."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012387","page":"https://plannerfees.com/planners/it-matters-financial-llc-284275/"},{"crd":308309,"name":"Ithaka Strategic Partners","city":"Kings Park","state":"NY","fees":{"flat":[450,450],"monthly":[200,500]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $450.00 and an ongoing fee that is paid monthly, in arrears, at the rate of $200.00 - $500.00 per month, depending on the complexity and needs of the clients.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $450.00 and an ongoing fee that is paid monthly, in arrears, at the rate of $200.00 - $500.00 per month, depending on the complexity and needs of the clients."},"brochureDate":"6/12/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=916158","page":"https://plannerfees.com/planners/ithaka-strategic-partners-308309/"},{"crd":164193,"name":"Itrust Asset Management, LLC","city":"Lexington","state":"KY","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"hourly":"We will charge a maximum of $250 per hour.","flat":"Flat fees generally range from $2,500 and up."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013932","page":"https://plannerfees.com/planners/itrust-asset-management-llc-164193/"},{"crd":328984,"name":"Ivy Capital Management LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[500,750]},"sourceSentences":{"hourly":"An hourly fee of $500 to $750 per hour is charged by Ivy Capital Management for financial planning services under this 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FINANCIAL PLANNING…"},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024219","page":"https://plannerfees.com/planners/ivy-league-financial-advisors-llc-119145/"},{"crd":172090,"name":"Iwc Financial Planning","city":"Edinburg","state":"TX","fees":{"hourly":[250,250],"monthly":[30,30]},"sourceSentences":{"hourly":"IWC Financial Planning charges $250 per hour, not to exceed a total charge of $15,000, for an hourly-based plan unless the complexity of the plan requires additional fees.","monthly":"The fee is $30 per month."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015444","page":"https://plannerfees.com/planners/iwc-financial-planning-172090/"},{"crd":329980,"name":"Iwealth","city":"Waseca","state":"MN","fees":{"hourly":[500,500],"flat":[50000,50000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $50,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027576","page":"https://plannerfees.com/planners/iwealth-329980/"},{"crd":327321,"name":"Iwr Advisors","city":"Denver","state":"CO","fees":{"hourly":[300,500]},"sourceSentences":{"hourly":"Our hourly rate is between $300 and $500."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060037","page":"https://plannerfees.com/planners/iwr-advisors-327321/"},{"crd":331483,"name":"J D Atkinson","city":"Colorado Springs","state":"CO","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $300.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”)."},"brochureDate":"1/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003783","page":"https://plannerfees.com/planners/j-d-atkinson-331483/"},{"crd":226663,"name":"J I Medina Investments, LLC","city":"Frisco","state":"TX","fees":{"hourly":[149,250],"flat":[350,350]},"sourceSentences":{"hourly":"Type and Amount Comprehensive Financial Planning Financial Consulting $250 per hour $149 per hour Fees may be negotiable, at the discretion of the Adviser.","flat":"For our Financial Planning Consultation, a retainer of $350 will be charged to begin, with the final fees being charged at the conclusion."},"brochureDate":"4/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041899","page":"https://plannerfees.com/planners/j-i-medina-investments-llc-226663/"},{"crd":307968,"name":"J Kaiser Management, LLC","city":"Ladysmith","state":"WI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The fee for financial planning is $200 per hour."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043595","page":"https://plannerfees.com/planners/j-kaiser-management-llc-307968/"},{"crd":118427,"name":"J M Brown Financial Partners","city":"Tulsa","state":"OK","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"JMB’s hourly fees can range from $250 to a maximum rate of $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033627","page":"https://plannerfees.com/planners/j-m-brown-financial-partners-118427/"},{"crd":328259,"name":"J Moss and Co","city":"Roswell","state":"GA","fees":{"hourly":[200,200],"quarterly":[10400,10400]},"sourceSentences":{"hourly":"Principal Date First Client’s name (please print) Social Security Number Signature date Second Client’s name (please print) Social Security Number Signature date Signed at Investment Advisory Agreement, page 6 First Client’s Initials Second Client’s Initials EXHIBIT B FEE SCHEDULE Investment Advice Client agrees to…","quarterly":"The quarterly fee would be $10,400 divided by 4, or $2,600.00 J Moss and Co, Inc."},"brochureDate":"5/3/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=912417","page":"https://plannerfees.com/planners/j-moss-and-co-328259/"},{"crd":169967,"name":"J Sohn, LLC.","city":"Henderson","state":"NV","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"(b) Financial Planning and Consulting Fees are charged at $250 per hour, and Client will pay fee upon delivery of the completed plan and/or completed consultation ."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060195","page":"https://plannerfees.com/planners/j-sohn-llc-169967/"},{"crd":304029,"name":"J Wilson Wealth Management","city":"Davison","state":"MI","fees":{"hourly":[250,1000],"flat":[500,5000],"monthly":[175,1000]},"sourceSentences":{"monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $175 and an ongoing fee that is paid monthly, in arrears, at the rate of $175-$1,000 per month depending on complexity and needs of the client.","flat":"The fixed fee can range between $500 and $5,000 depending on complexity and scope of the project.","hourly":"Clients are not required to utilize any third-party products or services that we may recommend. 8 Financial Planning Hourly Fee Financial Planning fee is an hourly rate between $250 and $1,000 per hour, depending on complexity."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004022","page":"https://plannerfees.com/planners/j-wilson-wealth-management-304029/"},{"crd":283990,"name":"J. Benjamin Financial, LLC","city":"Mount Pleasant","state":"SC","fees":{"flat":[5000,30000]},"sourceSentences":{"flat":"Flat fees range from $5,000 to $30,000."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006435","page":"https://plannerfees.com/planners/j-benjamin-financial-llc-283990/"},{"crd":321921,"name":"J. Franklin Financial LLC","city":"Metter","state":"GA","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"JFF charges a negotiable fixed fee ranging from $500 to $2500 based on complexity and specific Client needs."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014339","page":"https://plannerfees.com/planners/j-franklin-financial-llc-321921/"},{"crd":168467,"name":"J. Hagan Capital, Inc.","city":"Louisville","state":"KY","fees":{"hourly":[350,350],"flat":[500,500]},"sourceSentences":{"hourly":"Financial planning or consulting service fees are billed at an hourly rate of $350per hour, or on a fixed fee per engagement, which is based on the expected hours to complete an engagement.","flat":"The fee for tax planning services starts at $500."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059233","page":"https://plannerfees.com/planners/j-hagan-capital-inc-168467/"},{"crd":113569,"name":"J.f. Williams Co., Inc.","city":"Denver","state":"CO","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Financial Plan: $2,500."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020264","page":"https://plannerfees.com/planners/j-f-williams-co-inc-113569/"},{"crd":140452,"name":"J.j. 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Prunier Capital Management LLC","city":"Holden","state":"MA","fees":{"flat":[1800,20000]},"sourceSentences":{"flat":"The rate for creating client financial plans is generally between $1,800 and $20,000, but may vary depending on the complexity of the plan."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022842","page":"https://plannerfees.com/planners/j-r-prunier-capital-management-llc-321026/"},{"crd":152964,"name":"J2 Capital Management, Inc.","city":"Troy","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The fee for these services is $250 per hour."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008043","page":"https://plannerfees.com/planners/j2-capital-management-inc-152964/"},{"crd":309696,"name":"Jackalope 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Financial Plan starts at $5,000."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042477","page":"https://plannerfees.com/planners/jackson-associates-inc-315102/"},{"crd":309116,"name":"Jackson Creek Investment Advisors LLC","city":"Castle Rock","state":"CO","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Fees are based on our hourly fee of $350/hr."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013642","page":"https://plannerfees.com/planners/jackson-creek-investment-advisors-llc-309116/"},{"crd":153927,"name":"Jackson Financial Services LLC","city":"Dallas","state":"TX","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Jackson Financial Services LLC Page 6 Fees and Compensation Fees for all ĂĚǀŝƐŽƌLJ\u0003services except ERISA 3(38) fiduciary services are charged ĞŝƚŚĞƌ\u0003Ăƚ\u0003Ă\u0003ƉƌĞͲ\u0003 ƐƚĂƚĞĚ\u0003ĨůĂƚ\u0003ĨĞĞ\u0003Žƌ\u0003on an hourly basis at a rate ranging from $ϭ25 to $175 per hour, depending upon the nature and complexity of the services to be provided.…"},"brochureDate":"3/27/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=963713","page":"https://plannerfees.com/planners/jackson-financial-services-llc-153927/"},{"crd":323409,"name":"Jackson Wealth Inc","city":"Franklin","state":"TN","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Ongoing Financial Planning consists of an upfront charge of $1000 and an ongoing fee that is paid monthly, in advance, at the rate of $100500 per month."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048882","page":"https://plannerfees.com/planners/jackson-wealth-inc-323409/"},{"crd":309312,"name":"Jacksonville Wealth 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flat…"},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059288","page":"https://plannerfees.com/planners/jacobs-company-109133/"},{"crd":116085,"name":"Jacobsen Capital Management","city":"Salt Lake City","state":"UT","fees":{"hourly":[500,500],"flat":[500,15000]},"sourceSentences":{"flat":"Fixed fees range from $500 to $15,000.","hourly":"Our Firm provides consulting services based on an hourly fee arrangement, generally $500 per hour."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020445","page":"https://plannerfees.com/planners/jacobsen-capital-management-116085/"},{"crd":140431,"name":"Jacobson & Schmitt Advisors, LLC","city":"Middleton","state":"WI","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"JSA offers financial planning and consulting services for an annual financial planning fee ranging from $5,000 up to $50,000."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054041","page":"https://plannerfees.com/planners/jacobson-schmitt-advisors-llc-140431/"},{"crd":154129,"name":"Jade & Cowry LLC","city":"Arlington","state":"VA","fees":{"hourly":[500,500],"monthly":[525,1260]},"sourceSentences":{"hourly":"The Adviser’s hourly fee of $500 reflects the specialized nature of cross-border and equity compensation planning provided.","monthly":"Fees for Advisory Services GPS Planning Program Hourly Advisory Consulting Services Comprehensive Financial Planning and Investment Advisory Limited scope Ongoing One-time Continuous support, monitoring, and planning updates No support after project completion Annual fee paid monthly: $525 – $1,260 / month, based…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036634","page":"https://plannerfees.com/planners/jade-cowry-llc-154129/"},{"crd":341243,"name":"Jaeger Wealth Advisors","city":"Salt Lake City","state":"UT","fees":{"hourly":[250,250],"flat":[1500,10000]},"sourceSentences":{"flat":"Fixed fees generally range from $1,500 to $10,000 and are determined based on factors including the scope of the engagement, anticipated time involved, and the 11 complexity of the requested services.","hourly":"For engagements billed on an hourly basis, JWA charges a non-negotiable hourly rate of $250 per hour."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054359","page":"https://plannerfees.com/planners/jaeger-wealth-advisors-341243/"},{"crd":136447,"name":"Jaffe Financial Services, LLC","city":"Seattle","state":"WA","fees":{"hourly":[150,150],"flat":[500,5000]},"sourceSentences":{"hourly":"Clients who select planning or consulting services are billed at the rate of $150 an hour or a flat fee that generally ranges from $500 to $5,000.","flat":"Clients who select planning or consulting services are billed at the rate of $150 an hour or a flat fee that generally ranges from $500 to $5,000."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=804308","page":"https://plannerfees.com/planners/jaffe-financial-services-llc-136447/"},{"crd":339432,"name":"Jain Wealthonomics","city":"Marana","state":"AZ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our hourly rate is $300."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017684","page":"https://plannerfees.com/planners/jain-wealthonomics-339432/"},{"crd":290061,"name":"Jake Carris Financial Planning","city":"Orlando","state":"FL","fees":{"hourly":[300,300],"flat":[1000,5000]},"sourceSentences":{"flat":"The fixed fee can range between $1,000.00 and $5,000.00.","hourly":"Financial Planning fee is an hourly rate of $300.00 per hour."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052793","page":"https://plannerfees.com/planners/jake-carris-financial-planning-290061/"},{"crd":323881,"name":"James a Wynne LLC","city":"Hinckley","state":"OH","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is $1,000. 4 Clients may terminate the agreement without penalty, for full refund of JAWLLC’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034252","page":"https://plannerfees.com/planners/james-a-wynne-llc-323881/"},{"crd":141794,"name":"James A. Colley, Inc.","city":"Lake Placid","state":"FL","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"hourly":"Financial planning services are offered on an hourly rate not to exceed $250 with a maximum fixed fee not to exceed $5,000 for the initial engagement.","flat":"Financial planning services are offered on an hourly rate not to exceed $250 with a maximum fixed fee not to exceed $5,000 for the initial engagement."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=517340","page":"https://plannerfees.com/planners/james-a-colley-inc-141794/"},{"crd":133332,"name":"James D. Vooys Cpa/pfs","city":"Schenectady","state":"NY","fees":{"hourly":[160,160]},"sourceSentences":{"hourly":"The adviser charges for investment advice and research on an hourly basis at the rate of $160 per hour."},"brochureDate":"11/12/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996027","page":"https://plannerfees.com/planners/james-d-vooys-cpa-pfs-133332/"},{"crd":110433,"name":"James Investment Research Inc","city":"Xenia","state":"OH","fees":{"hourly":[150,150],"annual":[1200,3000]},"sourceSentences":{"hourly":"Financial planning fees are calculated and charged on an hourly basis at $150 per hour.","annual":"The annual fixed fee for financial planning typically ranges from $1,200 to $3,000 and may be charged on a pro-rated basis monthly, quarterly, or bi-annually."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045380","page":"https://plannerfees.com/planners/james-investment-research-inc-110433/"},{"crd":282154,"name":"James Morgan Asset Management, LLC","city":"Broomfield","state":"CO","fees":{"hourly":[175,175],"flat":[1500,3500]},"sourceSentences":{"flat":"The fixed fee can 8 range between $1,500.00 and $3,500.00.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $175.00 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016916","page":"https://plannerfees.com/planners/james-morgan-asset-management-llc-282154/"},{"crd":288419,"name":"Jane Financial, LLC","city":"Oakland","state":"CA","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"The minimum annual fee is $20,000, paid monthly or quarterly, in advance."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033884","page":"https://plannerfees.com/planners/jane-financial-llc-288419/"},{"crd":136623,"name":"Janet Christine Wygle - Financial Advisor","city":"Hailey","state":"ID","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Currently I charge $100 per hour for my services."},"brochureDate":"5/24/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=979877","page":"https://plannerfees.com/planners/janet-christine-wygle-financial-advisor-136623/"},{"crd":131409,"name":"Jantorno Financial Advisors, LLC","city":"Princeton","state":"NJ","fees":{"hourly":[250,250],"flat":[5000,16000]},"sourceSentences":{"hourly":"JFA provides financial planning and investment advisory services at the firm's hourly rate of $250.","flat":"For clients that engage JFA to perform quarterly reviews, portfolio evaluations and rebalancing, JFA charges an annualized fixed fee that generally ranges between $5,000 and $16,000."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047931","page":"https://plannerfees.com/planners/jantorno-financial-advisors-llc-131409/"},{"crd":323940,"name":"Janus Financial","city":"Scottsdale","state":"AZ","fees":{"flat":[10000,10000],"annual":[1200,48000]},"sourceSentences":{"flat":"Janus Financial will charge a fixed fee for financial planning services not to exceed $10,000 per plan as negotiated and contracted for with the client in advance, based at the discretion of the Advisor.","annual":"Ongoing Services Clients who contract to receive ongoing financial planning services rather than a project-based financial plan or project will be charged a fixed annual fee ranging from $1,200 to $48,000, as negotiated and contracted for in advance based at the discretion of the Advisor."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021236","page":"https://plannerfees.com/planners/janus-financial-323940/"},{"crd":322978,"name":"Janus Financial Planning, LLC","city":"San Antonio","state":"TX","fees":{"hourly":[200,200],"flat":[1000,5000],"annual":[3000,15000]},"sourceSentences":{"annual":"The fee range is flat, ranging from $3,000 to $15,000 annually.","flat":"The Fixed fee rates range between $1,000 - $5,000 and may be negotiable.","hourly":"Our hourly rate is $200, billed in increments of 15 minutes."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049576","page":"https://plannerfees.com/planners/janus-financial-planning-llc-322978/"},{"crd":338561,"name":"Jariwala Financial Wellness, LLC","city":"Mesa","state":"AZ","fees":{"flat":[250,1500]},"sourceSentences":{"flat":"Flat fees for initial planning engagements range from $250 to $1,500 depending on scope and complexity of work. o $250-$500:"},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044033","page":"https://plannerfees.com/planners/jariwala-financial-wellness-llc-338561/"},{"crd":255790,"name":"Jasi Financial, Inc.","city":"Grapevine","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Pension Consulting Services Pension Consulting Services are billed at an hourly fee of $300.00, which may be negotiated depending on plan size and scope of activities."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028919","page":"https://plannerfees.com/planners/jasi-financial-inc-255790/"},{"crd":281658,"name":"Jason Howell Company","city":"Fairfax","state":"VA","fees":{"hourly":[500,500],"flat":[1000,25000]},"sourceSentences":{"hourly":"Financial Planning fee is an hourly rate of $500.00 per hour.","flat":"Normally, the fixed fee ranges from $1,000 to $25,000 with travel expenses charged separately unless negotiated as part of the overall fee."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025583","page":"https://plannerfees.com/planners/jason-howell-company-281658/"},{"crd":168213,"name":"Jason Tate Financial Consulting, LLC","city":"Murfreesboro","state":"TN","fees":{"hourly":[100,100],"flat":[299,1500]},"sourceSentences":{"flat":"Service Comprehensive Financial Plan-MGP Social Security Analysis Report Annual Financial Plan Review-MGP Fee Type and Amount $1500 fixed fee (negotiable) $299 fixed fee (negotiable) $100 hourly fee (non-negotiable) Separate Financial Planning Consultations-MGP $100 hourly fee (negotiable) Form ADV Part 2A:","hourly":"Service Comprehensive Financial Plan-MGP Social Security Analysis Report Annual Financial Plan Review-MGP Fee Type and Amount $1500 fixed fee (negotiable) $299 fixed fee (negotiable) $100 hourly fee (non-negotiable) Separate Financial Planning Consultations-MGP $100 hourly fee (negotiable) Form ADV Part 2A:"},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014722","page":"https://plannerfees.com/planners/jason-tate-financial-consulting-llc-168213/"},{"crd":297416,"name":"Java Wealth Planning","city":"Lees Summit","state":"MO","fees":{"flat":[4800,8000]},"sourceSentences":{"flat":"The fixed fee for this service can range between $4,800 - $8,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014672","page":"https://plannerfees.com/planners/java-wealth-planning-297416/"},{"crd":329296,"name":"JB Advisory LLC","city":"Scottsdale","state":"AZ","fees":{"flat":[400,400]},"sourceSentences":{"flat":"JB Advisory charges a flat hourly advisory fee of $400."},"brochureDate":"12/21/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=868509","page":"https://plannerfees.com/planners/jb-advisory-llc-329296/"},{"crd":132149,"name":"Jba Financial Advisors","city":"Timonium","state":"MD","fees":{"hourly":[300,300],"flat":[1000,10000]},"sourceSentences":{"hourly":"The Adviser bills clients at a rate not to exceed $300 an hour.","flat":"Fixed fees generally range from $1,000 to $10,000."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001393","page":"https://plannerfees.com/planners/jba-financial-advisors-132149/"},{"crd":329299,"name":"Jby Financial Planning","city":"Sun Prairie","state":"WI","fees":{"flat":[1200,6000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,200 to $6,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035699","page":"https://plannerfees.com/planners/jby-financial-planning-329299/"},{"crd":142703,"name":"JC Financial Planning & Investments, LLC","city":"Long Beach","state":"CA","fees":{"hourly":[200,200],"flat":[500,5000]},"sourceSentences":{"hourly":"Our hourly fees are $200 for financial advisors.","flat":"JCFP will generally charge a negotiable fixed fee ranging from $500 to $5,000 which is dependent upon the level and scope of services provided."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003974","page":"https://plannerfees.com/planners/jc-financial-planning-investments-llc-142703/"},{"crd":284702,"name":"JC Financial Services","city":"Loomis","state":"CA","fees":{"hourly":[250,250],"monthly":[250,250]},"sourceSentences":{"monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in advance, at the rate of $100‐$250 per month.","hourly":"Financial Planning fee is an hourly rate between $250 per hour, depending on complexity."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015040","page":"https://plannerfees.com/planners/jc-financial-services-284702/"},{"crd":341236,"name":"JC Venture Capital Investments LLC","city":"St. Petersburg","state":"FL","fees":{"hourly":[200,500],"flat":[1500,10000]},"sourceSentences":{"flat":"Portfolio advisory and financial planning services are offered on a fixed-fee basis ranging from $1,500 to $10,000, or on an hourly basis ranging from $200 to $500 per hour, depending on the scope and complexity of the engagement.","hourly":"Portfolio advisory and financial planning services are offered on a fixed-fee basis ranging from $1,500 to $10,000, or on an hourly basis ranging from $200 to $500 per hour, depending on the scope and complexity of the engagement."},"brochureDate":"7/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052176","page":"https://plannerfees.com/planners/jc-venture-capital-investments-llc-341236/"},{"crd":140902,"name":"JCB Financial, Inc.","city":"Collegeville","state":"PA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The basic rate for financial planning services is $200/hour."},"brochureDate":"3/19/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=955382","page":"https://plannerfees.com/planners/jcb-financial-inc-140902/"},{"crd":174358,"name":"JCN Financial & Tax Advisory Group, LLC","city":"Baton Rouge","state":"LA","fees":{"hourly":[350,350],"flat":[500,5000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Generally, a rate of $350 an hour will be charged."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047818","page":"https://plannerfees.com/planners/jcn-financial-tax-advisory-group-llc-174358/"},{"crd":329489,"name":"Jco Advisors LLC","city":"Boise","state":"ID","fees":{"hourly":[350,350],"flat":[500,50000],"annual":[3500,30000]},"sourceSentences":{"annual":"The first year’s annual fee ranges from $3,500 to $30,000.","flat":"The fixed fee can range between $500 and $50,000, depending on complexity and the needs of Client.","hourly":"Hourly fees are $350 per hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012077","page":"https://plannerfees.com/planners/jco-advisors-llc-329489/"},{"crd":329083,"name":"JD Haggar Financial","city":"Castle Rock","state":"CO","fees":{"flat":[2000,15000]},"sourceSentences":{"flat":"For stand-alone financial planning services, JDH charges a negotiable fixed fee that ranges from $2,000 to $15,000 per engagement."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047358","page":"https://plannerfees.com/planners/jd-haggar-financial-329083/"},{"crd":112474,"name":"JDH Wealth Management, LLC","city":"Santa Rosa","state":"CA","fees":{"hourly":[300,300],"flat":[6000,6000]},"sourceSentences":{"hourly":"The hourly rate will be $300 per hour.","flat":"As a fixed fee of $6,000. 8 Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, JDH will typically provide an estimate for the total cost at the start of the advisory relationship."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041427","page":"https://plannerfees.com/planners/jdh-wealth-management-llc-112474/"},{"crd":172214,"name":"JDS Investment Management","city":"Salt Lake City","state":"UT","fees":{"hourly":[150,150],"flat":[500,2000]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING JDS charges either an hourly fee of $150 per hour or fixed fee ranging between $500 and $2,000 for financial planning.","flat":"FINANCIAL PLANNING and CONSULTING JDS charges either an hourly fee of $150 per hour or fixed fee ranging between $500 and $2,000 for financial planning."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000939","page":"https://plannerfees.com/planners/jds-investment-management-172214/"},{"crd":307193,"name":"Jdyeageradvisors","city":"Parker","state":"CO","fees":{"flat":[350,350]},"sourceSentences":{"flat":"Clients desiring services only involving a financial plan are assessed a $350 fixed fee."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002022","page":"https://plannerfees.com/planners/jdyeageradvisors-307193/"},{"crd":172781,"name":"Jeff Elliott, CFP®","city":"The Hills","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly rate for these services is $200 per hour and is not negotiable."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012069","page":"https://plannerfees.com/planners/jeff-elliott-cfp-172781/"},{"crd":126681,"name":"Jeffrey N. Mehler, CFP LLC","city":"Essex","state":"CT","fees":{"quarterly":[500,10000]},"sourceSentences":{"quarterly":"Financial planning services are provided on an annual retainer basis, billed quarterly at rates ranging from $500 to $10,000 per quarter."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033917","page":"https://plannerfees.com/planners/jeffrey-n-mehler-cfp-llc-126681/"},{"crd":312706,"name":"Jennings & Associates Financial Advisors, LLC","city":"Paducah","state":"KY","fees":{"hourly":[100,500],"flat":[1000,30000]},"sourceSentences":{"flat":"Jennings & Associates Financial Advisors, LLC can charge an hourly fee up to $500 an hour or flat fee generally ranging from $1,000 to $30,000 for financial planning depending on the circumstances.","hourly":"Fee are based on the scope and complexity of the engagement but generally range from $100 - $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037645","page":"https://plannerfees.com/planners/jennings-associates-financial-advisors-llc-312706/"},{"crd":129430,"name":"Jennings Financial Planning, Inc.","city":"Honolulu","state":"HI","fees":{"hourly":[350,350],"annual":[9350,29000]},"sourceSentences":{"annual":"JFP’s standard flat fee generally ranges from $9,350 to $29,000 per year, billed on a quarterly basis in advance of each calendar quarter.","hourly":"Financial planning consultation fees will be $350 per hour."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010628","page":"https://plannerfees.com/planners/jennings-financial-planning-inc-129430/"},{"crd":323035,"name":"Jessup Wealth Management","city":"Dayton","state":"OH","fees":{"hourly":[125,500]},"sourceSentences":{"hourly":"Service Customized Personal Financial Plan Updated to Customized Personal Financial Plan Outside Account Recommendations Complex Analysis and Advice* Fee $500 $250 $125 $400 per hour *Services falling under “Complex Analysis and Advice” are beyond the scope of normal planning services and/or proactive management of…"},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058289","page":"https://plannerfees.com/planners/jessup-wealth-management-323035/"},{"crd":160026,"name":"JFK Advisory Services, LLC","city":"The Villages","state":"FL","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour, but may be negotiated in advance.","flat":"The Advisor’s fixed fee will be billed at a rate of $2500 per financial planning engagement, but may be negotiated in 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hour.(Investment Advice) 3.","flat":"Singular(One Time)Fixed Fees: $500.00.(Investment Advice) 5."},"brochureDate":"6/9/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=784616","page":"https://plannerfees.com/planners/jhanti-financial-165335/"},{"crd":336436,"name":"JHP Planning, LLC","city":"Salt Lake City","state":"UT","fees":{"hourly":[200,200],"flat":[700,3500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $700 and $3,500.","hourly":"The hourly fee for these services is $200."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055068","page":"https://plannerfees.com/planners/jhp-planning-llc-336436/"},{"crd":332454,"name":"Ji Financial Services, LLC","city":"Baytown","state":"TX","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Full Financial Plans are offered on a flat fee basis of $1,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035014","page":"https://plannerfees.com/planners/ji-financial-services-llc-332454/"},{"crd":116460,"name":"Jjsa Advisors, LTD.","city":"Virginia Beach","state":"VA","fees":{"flat":[750,1500]},"sourceSentences":{"flat":"Initial consultation – no charge; no obligation Financial, Tax, Retirement and Estate Planning – Minimum fees are $1,500.00 for comprehensive planning, $750.00 for two limited areas of concern, and $200.00 for miscellaneous advice."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018145","page":"https://plannerfees.com/planners/jjsa-advisors-ltd-116460/"},{"crd":145146,"name":"JK Financial Planning,inc.","city":"Vernon Hills","state":"IL","fees":{"hourly":[175,350],"flat":[2700,2850]},"sourceSentences":{"hourly":"Fees for these services are $175 - $350 per hour depending on the scope and complexity of the engagement.","flat":"Package Fee Retirement Roadmap Not to exceed $2,850 Retirement projection Not to exceed $2,700 Portfolio review Not to exceed $2,500 Financial Checkup Not to exceed $1,500 We may require a deposit of $500 or one-half the fixed fee in advance; the balance will be invoiced upon delivery of the plan or advice and is…"},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023059","page":"https://plannerfees.com/planners/jk-financial-planning-inc-145146/"},{"crd":340392,"name":"JKD Financial","city":"Springfield","state":"MO","fees":{"flat":[1250,1250]},"sourceSentences":{"flat":"The credit is non-refundable and has no cash value outside of its application to​ u ​advisory fees.​ ​ lients who previously completed a Project-Based Financial Planning engagement and requested an update​ C ​to the financial plan within twenty-four (24) months of the original engagement may receive the update at…"},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051346","page":"https://plannerfees.com/planners/jkd-financial-340392/"},{"crd":284609,"name":"JKG Capital LLC","city":"Westport","state":"CT","fees":{"monthly":[500,500]},"sourceSentences":{"monthly":"The minimum Advisory Fee is $500 per month per Client."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045922","page":"https://plannerfees.com/planners/jkg-capital-llc-284609/"},{"crd":297564,"name":"JKM Wealth Management Inc","city":"Boca Raton","state":"FL","fees":{"hourly":[500,500],"flat":[5000,5000]},"sourceSentences":{"flat":"Financial planning services are offered on a negotiable fixed rate not to exceed $5,000 for the initial engagement.","hourly":"Our general consulting fee is a negotiable hourly rate not to exceed $500 per hour for our advice."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034048","page":"https://plannerfees.com/planners/jkm-wealth-management-inc-297564/"},{"crd":330948,"name":"JLP Investments","city":"Jacksonville","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Plan Sponsor and the Advisor may agree, from time to time, that the Advisor be compensated for additional non-investment related duties outside the normal scope of this Agreement on an hourly basis of $250 per hour."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053948","page":"https://plannerfees.com/planners/jlp-investments-330948/"},{"crd":304591,"name":"JM Tax & Financial LLC","city":"Tega Cay","state":"SC","fees":{"flat":[50,500],"monthly":[75,200]},"sourceSentences":{"monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $75.00 and an ongoing fee that is paid monthly, in advance, at the rate of $75.00 to $200.00 per month, depending on the complexity and needs of the client.","flat":"The fixed fee can range between $50.00 and $500.00, depending on the complexity and needs of the client."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=823237","page":"https://plannerfees.com/planners/jm-tax-financial-llc-304591/"},{"crd":312710,"name":"Jmac Enterprises LLC","city":"Newtown","state":"PA","fees":{"annual":[2500,25000]},"sourceSentences":{"annual":"The Advisor may also provide standalone financial planning or consulting services for an annual engagement fee ranging from $2,500 to $25,000 per 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$1,000$10,000."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056786","page":"https://plannerfees.com/planners/jmb-financial-managers-inc-136344/"},{"crd":140984,"name":"JMC Wealth","city":"Chicago","state":"IL","fees":{"flat":[500,25000]},"sourceSentences":{"flat":"JMC Wealth’s fee for its financial planning services ranges from $500 to $25,000, depending upon the breadth of financial topics covered by the plan and upon the complexity of the underlying financial resources to be analyzed."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018636","page":"https://plannerfees.com/planners/jmc-wealth-140984/"},{"crd":340513,"name":"JMD Financial Planning Inc.","city":"Somerset","state":"MA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040592","page":"https://plannerfees.com/planners/jmd-financial-planning-inc-340513/"},{"crd":319491,"name":"Jme Wealth Management","city":"Raleigh","state":"NC","fees":{"flat":[1000,20000]},"sourceSentences":{"flat":"Broad-based planning engagements are assessed a fixed (project-based) fee that ranges from $1,000 to $20,000."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045964","page":"https://plannerfees.com/planners/jme-wealth-management-319491/"},{"crd":110302,"name":"JMG Financial Group LTD","city":"Downers Grove","state":"IL","fees":{"hourly":[100,600],"flat":[10000,50000],"annual":[20000,20000]},"sourceSentences":{"flat":"Fees are negotiable and generally range from $10,000 to $50,000 on a fixed-fee basis, depending on the scope and complexity of the services and the professional(s) providing them.","hourly":"In limited instances, fees may be hourly, ranging from $100 to $600 per hour, depending on JMG Financial Group, Ltd. 2001 Butterfield Road, Suite 1400, Downers Grove, Illinois 60515 jmgfinancial.com | P 630.571.5252 | F 630.571.3821 Page | 9 scope and the professional(s) involved.","annual":"JMG’s annual combined investment advisory and financial advisory fee is negotiable and generally subject to a minimum annual fee of $20,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023247","page":"https://plannerfees.com/planners/jmg-financial-group-ltd-110302/"},{"crd":175086,"name":"Jmo Financial","city":"Carlsbad","state":"CA","fees":{"hourly":[250,250],"flat":[1000,5000]},"sourceSentences":{"flat":"Our fixed financial planning fee ranges from $1,000 to $5,000.","hourly":"Our hourly financial planning fee is an hour rate of $250 per 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fee of $10,000 will be billed quarterly, until such time as the client’s assets reach $1,000,000.","flat":"AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the…","hourly":"AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the…"},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020678","page":"https://plannerfees.com/planners/jnba-financial-advisors-llc-106550/"},{"crd":319379,"name":"Joel Adams and 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rate of $200 - $600 per month or $500 - $2,000 per quarter.","flat":"The fixed fee can range between $150 and $2,000, depending on complexity and the needs of the client."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009632","page":"https://plannerfees.com/planners/joel-busboom-financial-llc-314481/"},{"crd":150824,"name":"John F Suby Wealth Management LLC","city":"Madison","state":"WI","fees":{"hourly":[100,500],"flat":[500,25000]},"sourceSentences":{"hourly":"Wealth Management's hourly fee varies from $100 to $500 per hour and depends upon the nature and scope of the advice requested by the client, the amount and nature of the research required to complete the project, and the nature and number of reports required by the client.","flat":"Wealth Management's flat fee is quoted in advance and usually ranges from $500 to $25,000 depending upon the nature and scope of the advice requested by the 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one-half (1/2) upon execution of the advisory agreement with JFG and the balance due at the time of presentation of the plan unless otherwise negotiated with you."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024640","page":"https://plannerfees.com/planners/journey-financial-group-inc-123565/"},{"crd":146777,"name":"Journey Investments, LLC","city":"Loveland","state":"CO","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.","hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023244","page":"https://plannerfees.com/planners/journey-investments-llc-146777/"},{"crd":298904,"name":"Journey Wealth 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$2,500.","hourly":"Our hourly rate is $150."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001894","page":"https://plannerfees.com/planners/joyner-financial-planning-llc-332718/"},{"crd":129475,"name":"JP Wealth Management, Inc.","city":"Mt. 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$250/hr."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057623","page":"https://plannerfees.com/planners/jpg-wealth-management-174818/"},{"crd":324503,"name":"JPL Wealth Management","city":"Dripping Springs","state":"TX","fees":{"hourly":[400,400],"flat":[3000,10000],"annual":[1200,15000]},"sourceSentences":{"annual":"Annual Fee – Ranges from $1,200 - $15,000.","flat":"Financial Planning (One Time) A One-Time Comprehensive Financial Plan costs $3,000-$10,000, depending on the complexity of the client’s financial and tax situation.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $400.00 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019721","page":"https://plannerfees.com/planners/jpl-wealth-management-324503/"},{"crd":142974,"name":"JPS Global 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$4,000."},"brochureDate":"5/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046138","page":"https://plannerfees.com/planners/just-advising-338540/"},{"crd":324593,"name":"Just Wealth LLC","city":"Pittsfield","state":"MA","fees":{"annual":[7000,7000]},"sourceSentences":{"annual":"Clients are subject to a minimum annual fee of $7,000 for individuals and $10,000 for couples."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009629","page":"https://plannerfees.com/planners/just-wealth-llc-324593/"},{"crd":143275,"name":"JW Financial Advisors, LLC","city":"Santa Rosa","state":"CA","fees":{"hourly":[300,300],"flat":[4000,4000]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $4,000 based on complexity and unique client needs.","hourly":"Services are offered based on an hourly fee of $300 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the range between $7,000-$15,000.","annual":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $3,500 - $10,000, depending on complexity and the needs of the client and an ongoing annual fee in the range between $7,000-$15,000.","hourly":"In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $450-$600 per hour."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006295","page":"https://plannerfees.com/planners/jwk-financial-318355/"},{"crd":287772,"name":"K Financial Services, LLC","city":"Los Angeles","state":"CA","fees":{"flat":[500,500]},"sourceSentences":{"flat":"- 2K financial Services, LLC FINANCIAL PLANNING and CONSULTING K financial charges a fixed fee for financial planning of $500."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045954","page":"https://plannerfees.com/planners/k-financial-services-llc-287772/"},{"crd":307978,"name":"K Wealth Advisors","city":"Berwyn","state":"PA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"In the event of early termination within the first 30 days of the date the fee is paid, the upfront portion of the fee would be refunded to the client based on the number of hours the Advisor worked multiplied against an hourly rate of $500.00 minus the total $2,500.00 upfront charge."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010512","page":"https://plannerfees.com/planners/k-wealth-advisors-307978/"},{"crd":330823,"name":"K-12 Planning","city":"Kansas 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hour.","flat":"Fixed engagement fees range from $500 to $10,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022797","page":"https://plannerfees.com/planners/k2-financial-inc-300913/"},{"crd":171966,"name":"Kabat Advisory Group, LLC","city":"Jacksonville","state":"FL","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat between $500 and $10,000 based on the complexity of the plan and the Client’s needs."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055633","page":"https://plannerfees.com/planners/kabat-advisory-group-llc-171966/"},{"crd":117811,"name":"Kachkovsky & Fisher, Inc.","city":"San 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Advisors","city":"Princeton Jct","state":"NJ","fees":{"flat":[2000,15000]},"sourceSentences":{"flat":"KAI Advisors’ written financial plan fees generally range from $2,000 - $15,000 on a fixed fee basis, and depend upon the complexity and scope of the services required."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010594","page":"https://plannerfees.com/planners/kai-advisors-137833/"},{"crd":153218,"name":"Kairos Asset Advisory, LLC","city":"Mobile","state":"AL","fees":{"hourly":[100,100],"annual":[1000,1000]},"sourceSentences":{"annual":"The minimum annual fee is $1,000.00; but all fees are subject to negotiation. 2 Kairos Asset Advisory, LLC Form ADV Part 2 Financial Planning Services Financial planning fees and investment advisory fees for investment advice are customarily offered as a service of engaged investment advisory clients.","hourly":"The range of hourly fees is between $100.00 to 150.00 an hour dependent upon length of engagement and complexity."},"brochureDate":"10/10/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=862520","page":"https://plannerfees.com/planners/kairos-asset-advisory-llc-153218/"},{"crd":306331,"name":"Kairos Capital Legal Advisors, LLC","city":"Lithonia","state":"GA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"These fees are based on an hourly fee of $350.00 per hour for preparation and execution and vary accounting to the clients’ needs but range as follows: 1."},"brochureDate":"1/17/2020","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=606065","page":"https://plannerfees.com/planners/kairos-capital-legal-advisors-llc-306331/"},{"crd":341881,"name":"Kairos RIA, LLC","city":"Raleigh","state":"NC","fees":{"flat":[1500,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial 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financial situation."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011853","page":"https://plannerfees.com/planners/kaiyo-wealth-llc-316431/"},{"crd":155353,"name":"Kaizen Financial Advisors, LLC","city":"Kirkland","state":"WA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Higher level financial consulting tasks are billed at $400 per hour for a staff investment advisor representative and $500 per hour for Laurie Klein."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026431","page":"https://plannerfees.com/planners/kaizen-financial-advisors-llc-155353/"},{"crd":298248,"name":"Kaizen Financial Strategies, LLC","city":"Pleasanton","state":"CA","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013759","page":"https://plannerfees.com/planners/kaizen-financial-strategies-llc-298248/"},{"crd":285678,"name":"Kaizen Wealth Management, LLC","city":"Shelby Township","state":"MI","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Method of Compensation and Fee Schedule FINANCIAL PLANNING and CONSULTING KWM charges an hourly fee of $150 for financial planning."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048521","page":"https://plannerfees.com/planners/kaizen-wealth-management-llc-285678/"},{"crd":128579,"name":"Kaizerman & Associates, LLC","city":"Natick","state":"MA","fees":{"hourly":[150,300],"flat":[1750,10000]},"sourceSentences":{"flat":"Our fixed fee typically ranges from $1,750 to $10,000, while our hourly rate ranges between $150 and $300 based on staffing requirements.","hourly":"Our fixed fee typically ranges from $1,750 to $10,000, while our hourly rate ranges between $150 and $300 based on staffing requirements."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058120","page":"https://plannerfees.com/planners/kaizerman-associates-llc-128579/"},{"crd":312316,"name":"Kala Capital","city":"Kailua","state":"HI","fees":{"flat":[18000,18000],"annual":[18000,18000]},"sourceSentences":{"annual":"The maximum initial fee will not exceed $18,000 and the maximum annual fee to be charged will not exceed $18,000.","flat":"Flat fees will not exceed $18,000 in any given year unless additional services are requested that impact the scope, complexity, and time needed for the project."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044353","page":"https://plannerfees.com/planners/kala-capital-312316/"},{"crd":152375,"name":"Kalorama Wealth Strategies, LLC","city":"Oakland Park","state":"FL","fees":{"hourly":[250,450],"flat":[1500,10000]},"sourceSentences":{"hourly":"KWS's financial planning and consulting fees are negotiable, but generally range from $250 to $450 on an hourly rate basis and/or $1,500.00 to $10,000.00 on a fixed fee basis (generally with a minimum fee of $1,500), depending upon the level and scope of the service(s) required and the professional(s) rendering the…","flat":"KWS's financial planning and consulting fees are negotiable, but generally range from $250 to $450 on an hourly rate basis and/or $1,500.00 to $10,000.00 on a fixed fee basis (generally with a minimum fee of $1,500), depending upon the level and scope of the service(s) required and the professional(s) rendering the…"},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022015","page":"https://plannerfees.com/planners/kalorama-wealth-strategies-llc-152375/"},{"crd":337890,"name":"Kanan Advisors","city":"Malibu","state":"CA","fees":{"hourly":[450,450],"flat":[500,25000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $25,000.","hourly":"Our hourly rate is $450."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033857","page":"https://plannerfees.com/planners/kanan-advisors-337890/"},{"crd":343226,"name":"Kane Capital Advisors LLC","city":"Camarillo","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND CONSULTING KCA charges an hourly fee of $250 per hour based on complexity and unique Client needs for financial planning."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057296","page":"https://plannerfees.com/planners/kane-capital-advisors-llc-343226/"},{"crd":291231,"name":"Kane Financial","city":"Waterville","state":"NY","fees":{"hourly":[200,200],"quarterly":[300,1000]},"sourceSentences":{"hourly":"Services is billed at our hourly rate of $200.00 per hour, depending on complexity.","quarterly":"Fixed fees range from $300 to $1,000 per quarter billed in arrears."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017726","page":"https://plannerfees.com/planners/kane-financial-291231/"},{"crd":283245,"name":"Kane Financial Planning","city":"East Hartland","state":"CT","fees":{"hourly":[250,250],"annual":[3000,5000]},"sourceSentences":{"hourly":"Multi-component planning engagements are based on $250 per hour fee multiplied by the amount of time needed to complete the project.","annual":"We are paid a retainer fee for this service at the rate of generally $3,000 to $5,000 annually, which will depend on the complexity of the engagement, time involved, etc."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011076","page":"https://plannerfees.com/planners/kane-financial-planning-283245/"},{"crd":308060,"name":"Kanno Capital","city":"Bellevue","state":"WA","fees":{"hourly":[350,350],"flat":[3500,3500]},"sourceSentences":{"hourly":"A la carte Planning or Consulting - $350 per hour","flat":"Personal Planning Package (renewal/on-going) - $3,000 for 1-year term engagement (based on reduced hourly rate of $300 for minimum of 10 hours) Business Planning or Consulting - $350 per hour Personal Planning Package (initial/one-time) - $3,500 for 1-year term engagement (based on hourly rate of $350 for minimum…"},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056945","page":"https://plannerfees.com/planners/kanno-capital-308060/"},{"crd":172528,"name":"Kansas City Private Wealth Management, LLC","city":"Kansas City","state":"MO","fees":{"flat":[2000,2000],"annual":[1000,1000]},"sourceSentences":{"annual":"There is a minimum annual fee of $1,000 per plan.","flat":"Fees for financial planning services provided on a stand-alone basis are based on a rate of $2,000 per plan which includes a maximum of 3 additional meetings to update and review the financial plan for a period of one year following the date the financial planning agreement took effect."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024067","page":"https://plannerfees.com/planners/kansas-city-private-wealth-management-llc-172528/"},{"crd":317708,"name":"Kanso Capital","city":"Bothell","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees for financial planning services without investment management are based on Kanso’s hourly rate of $200 per hour."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=942091","page":"https://plannerfees.com/planners/kanso-capital-317708/"},{"crd":167880,"name":"Kaplan Wealth Management, Inc.","city":"Reston","state":"VA","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"These fees are largely determined by the scope and complexity of the agreed upon services and range from $150 to $250 on an hourly basis and up to $2,000 on a fixed fee basis."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021107","page":"https://plannerfees.com/planners/kaplan-wealth-management-inc-167880/"},{"crd":123349,"name":"Kapusta Financial Group","city":"Pittsburgh","state":"PA","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"hourly":"For all other advisory services described in Item 4 above, including comprehensive planning, retirement planning, estate planning, investment consulting, and planning by module, KFG will charge an hourly rate not to exceed $250 per hour.","flat":"In some cases, KFG will charge a fixed project fee not to exceed $5,000."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003696","page":"https://plannerfees.com/planners/kapusta-financial-group-123349/"},{"crd":316730,"name":"Kardinal 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LLC","city":"Birmingham","state":"AL","fees":{"hourly":[100,440]},"sourceSentences":{"hourly":"Hourly fees range from $100-$440, depending on the size of the plan and the complexity of the financial plan."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022934","page":"https://plannerfees.com/planners/kassouf-wealth-advisors-llc-122683/"},{"crd":226520,"name":"Kastel Capital Advisors, LLC","city":"Wellesley","state":"MA","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"In situations where a client engages KCAL for a specific one-time project such as conducting a Portfolio Assessment or creating a Financial Plan, KCAL fee will be based on the hourly rate of $325 per hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011757","page":"https://plannerfees.com/planners/kastel-capital-advisors-llc-226520/"},{"crd":330030,"name":"Kastler Financial Planning","city":"Ortonville","state":"MI","fees":{"hourly":[189,189],"flat":[500,11250]},"sourceSentences":{"flat":"Fixed fee rates range from $500 to $11,250.","hourly":"Custom service requirements may be quoted using the Financial Planning Hourly Fee of $189."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001715","page":"https://plannerfees.com/planners/kastler-financial-planning-330030/"},{"crd":322757,"name":"Katapult Financial Planning LLC","city":"Woburn","state":"MA","fees":{"hourly":[350,350],"flat":[4000,10000],"annual":[4500,4500]},"sourceSentences":{"annual":"The minimum annual fee for Clients in our Elevate program is $4,500.","flat":"Fixed flat fee rates range between $4,000 to $10,000.","hourly":"Our hourly rate is $350 with a 4-hour minimum."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019153","page":"https://plannerfees.com/planners/katapult-financial-planning-llc-322757/"},{"crd":334283,"name":"Kate Capital Group","city":"Westlake Village","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"If a client’s managed portfolio falls below this threshold, we charge a negotiable rate of $300 per hour for financial planning services."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057683","page":"https://plannerfees.com/planners/kate-capital-group-334283/"},{"crd":158288,"name":"Katy Song Financial Planning, Inc.","city":"Mill Valley","state":"CA","fees":{"hourly":[400,400],"flat":[980,7800]},"sourceSentences":{"flat":"We offer our Initial Engagements on a fixed fee basis of $7,800 for the Comprehensive Plan; $4,800 for the Strategic Plan, $2,800 for the Essential Plan, and $980 for the One Page Plan.","hourly":"The firm’s current hourly rate is $400, assessed in 30 minute increments, and a partial increment will be treated as a whole."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003739","page":"https://plannerfees.com/planners/katy-song-financial-planning-inc-158288/"},{"crd":334834,"name":"Katz Capital Advisors","city":"Caldwell","state":"ID","fees":{"flat":[950,950]},"sourceSentences":{"flat":"Amount: $950 for a comprehensive financial plan."},"brochureDate":"1/29/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=939162","page":"https://plannerfees.com/planners/katz-capital-advisors-334834/"},{"crd":304768,"name":"Katz-Moses Financial LLC","city":"Washington","state":"DC","fees":{"hourly":[300,300],"flat":[0,10000],"monthly":[0,1667],"quarterly":[0,5000]},"sourceSentences":{"monthly":"Financial Planning costs are paid for by an ongoing fee that is paid quarterly or monthly, in advance, at the rate of $0-$1667 per month or $0-$5,000 per quarter, depending on complexity and needs of the client.","quarterly":"Financial Planning costs are paid for by an ongoing fee that is paid quarterly or monthly, in advance, at the rate of $0-$1667 per month or $0-$5,000 per quarter, depending on complexity and needs of the client.","hourly":"Refunds are calculated based on an hourly rate of $300 for the work completed up to the date of termination and the difference between the total pre-paid and the amount earned will be refunded to the client.","flat":"The fixed fee can range between $0 and $10,000 depending on complexity and scope of the project."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014771","page":"https://plannerfees.com/planners/katz-moses-financial-llc-304768/"},{"crd":117719,"name":"Kauffman & Drebing","city":"Swarthmore","state":"PA","fees":{"hourly":[320,320]},"sourceSentences":{"hourly":"Fees for our financial planning services are on an hourly basis at the rate of $320 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025071","page":"https://plannerfees.com/planners/kauffman-drebing-117719/"},{"crd":334875,"name":"Kaul Financial Solutions","city":"Satellite Beach","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"We offer our Financial Planning Services on an hourly basis, typically at a rate of $250 per hour."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007076","page":"https://plannerfees.com/planners/kaul-financial-solutions-334875/"},{"crd":173848,"name":"Kawasaki Financial, LLC","city":"Portland","state":"OR","fees":{"hourly":[200,200],"flat":[200,5000]},"sourceSentences":{"hourly":"Financial Planning will be paid based off an hourly rate of $200 per hour or a project fee based on the adviser’s estimate of project hours.","flat":"Project fees can range from $200.00 to $5,000.00."},"brochureDate":"1/19/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=739732","page":"https://plannerfees.com/planners/kawasaki-financial-llc-173848/"},{"crd":108964,"name":"Kaydan Wealth Management, 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fixed fee of $4,000 every six months.","annual":"The Registrant generally requires a minimum annual fee of $8,000 for its On Your Way to Wealth service and $16,000 for its Destination Wealth service."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011176","page":"https://plannerfees.com/planners/kb-financial-advisors-llc-134374/"},{"crd":126079,"name":"KBR Financial Solutions","city":"Londonderry","state":"NH","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $500 per hour and is negotiable at the discretion of the Advisor."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056777","page":"https://plannerfees.com/planners/kbr-financial-solutions-126079/"},{"crd":328814,"name":"KCG Investment Advisory Services LLC","city":"Savannah","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning fees will be subject to an annual fee based on an hourly of $250 per hour, payable quarterly."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022701","page":"https://plannerfees.com/planners/kcg-investment-advisory-services-llc-328814/"},{"crd":335766,"name":"Kconnally Strategies, LLC","city":"Leander","state":"TX","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"FINANCIAL CONSULTING KConnally Strategies charges an hourly fee of $100 per hour for financial consulting services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038375","page":"https://plannerfees.com/planners/kconnally-strategies-llc-335766/"},{"crd":170798,"name":"KCR Wealth Management, LLC","city":"Reston","state":"VA","fees":{"hourly":[300,300],"flat":[3000,10000],"annual":[10000,10000]},"sourceSentences":{"hourly":"Our hourly charge is $300.00 per hour.","flat":"Fixed fees typically fall in a range between $3,000 and $10,000.","annual":"Subject to a minimum annual fee of $10,000 (which may be reduced or waived in KCR’s discretion), our fee schedule is as follows:"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035737","page":"https://plannerfees.com/planners/kcr-wealth-management-llc-170798/"},{"crd":289816,"name":"KDT Advisors, LLC","city":"Princeton","state":"NJ","fees":{"hourly":[350,350],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047240","page":"https://plannerfees.com/planners/kdt-advisors-llc-289816/"},{"crd":313752,"name":"Keala Advisors","city":"New York","state":"NY","fees":{"hourly":[250,250],"flat":[2000,10000]},"sourceSentences":{"flat":"Financial Planning is provided on a flat fee basis and in most cases can generally range between $2,000 and $10,000 dollars for a comprehensive Financial Plan.","hourly":"In the event of an early termination of the engagement the client will be charged for time spent at the hourly rate of $250 dollars."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041259","page":"https://plannerfees.com/planners/keala-advisors-313752/"},{"crd":304040,"name":"Kearney-Burch Financial Services, Inc.","city":"Bolton","state":"MA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial Plans and General Consultation services are billed at $250 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032506","page":"https://plannerfees.com/planners/kearney-burch-financial-services-inc-304040/"},{"crd":148884,"name":"Keats, Connelly & Associates, Inc","city":"Phoenix","state":"AZ","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"However, if an hourly consultation is agreed to be provided, the cost for a consultation is $450 per hour with a one-hour minimum charge."},"brochureDate":"12/20/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=735908","page":"https://plannerfees.com/planners/keats-connelly-associates-inc-148884/"},{"crd":117935,"name":"Keb Wealth Advisors","city":"Springfield","state":"IL","fees":{"hourly":[250,400],"monthly":[375,375]},"sourceSentences":{"monthly":"For relationships under $500,000, this equates to a monthly fee of $375.","hourly":"Financial planning fees will be charged on an hourly basis ranging from $250 to $400 per hour, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004765","page":"https://plannerfees.com/planners/keb-wealth-advisors-117935/"},{"crd":173079,"name":"Keeler & Nadler Family Wealth","city":"Dublin","state":"OH","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"Hourly fee services are offered based on an hourly fee not to exceed $500 per hour.","flat":"Fixed fee services are offered based on a fixed fee to never exceed $10,000, depending on the complexity of the engagement."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045007","page":"https://plannerfees.com/planners/keeler-nadler-family-wealth-173079/"},{"crd":145023,"name":"Keen Capital, LTD","city":"Chapin","state":"SC","fees":{"hourly":[120,395],"flat":[750,1000]},"sourceSentences":{"hourly":"Hourly fees range from $120 to $395 per hour.","flat":"The Wills-Based Estate Plan is a fixed rate of $750 and the TrustBased Estate Plan is a fixed rate of $1,000."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045148","page":"https://plannerfees.com/planners/keen-capital-ltd-145023/"},{"crd":285673,"name":"Keenan Financial","city":"Boston","state":"MA","fees":{"flat":[250,5000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $250 and $5,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025692","page":"https://plannerfees.com/planners/keenan-financial-285673/"},{"crd":118174,"name":"Keenan Private Wealth Management","city":"New York","state":"NY","fees":{"hourly":[300,500]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $300 to $500 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021580","page":"https://plannerfees.com/planners/keenan-private-wealth-management-118174/"},{"crd":147615,"name":"Keener Financial Planning","city":"Keller","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial planning fees are based on a rate of $300 per hour for engagements led by a Firm Financial Planner."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045370","page":"https://plannerfees.com/planners/keener-financial-planning-147615/"},{"crd":269826,"name":"Keep It Simple Financial Planning","city":"Orange","state":"CA","fees":{"hourly":[250,500],"annual":[9000,25000]},"sourceSentences":{"annual":"The Adviser offers ongoing advice-only financial planning services for a flat annual fee, generally ranging from $9,000 to $25,000, based on the scope and complexity of the engagement and agreed upon in advance with the client.","hourly":"Hourly fees range from $250.00 to $500.00 per hour, depending on the scope and complexity of the services provided."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054437","page":"https://plannerfees.com/planners/keep-it-simple-financial-planning-269826/"},{"crd":297356,"name":"Keesha Tyler LLC","city":"Chicago","state":"IL","fees":{"hourly":[325,325],"flat":[1000,2500]},"sourceSentences":{"flat":"Simple Financial Plan consists of an upfront charge of $1,000 - $2,500, based on complexity and the client’s needs, and an ongoing fee that is paid quarterly, in arrears, at the rate of $150 - $250, per quarter.","hourly":"The hourly rate is $325 per hour, depending on complexity and the needs of the client."},"brochureDate":"3/31/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=840696","page":"https://plannerfees.com/planners/keesha-tyler-llc-297356/"},{"crd":143785,"name":"Keffer Financial Planning","city":"Oak 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Hill","state":"PA","fees":{"hourly":[250,500],"flat":[300,30000]},"sourceSentences":{"hourly":"The notice of termination requirement and payment of fees are disclosed in AssetMark’s Form ADV. 5 Pension Consulting Services Fees Hourly Fees The hourly fee for these services is between $250 and $500.","flat":"The negotiated fixed rate for creating client financial plans is between $300 and $30,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025596","page":"https://plannerfees.com/planners/keller-financial-group-328195/"},{"crd":111610,"name":"Keller Wealth Advisors","city":"Victoria","state":"TX","fees":{"hourly":[100,350]},"sourceSentences":{"hourly":"The fee for Advanced Estate Planning is charged at our hourly rate of $100 to $350 per hour, depending on the complexity of the estate, with a minimum fee of $2,500, billed separately and not deducted from client accounts."},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019066","page":"https://plannerfees.com/planners/keller-wealth-advisors-111610/"},{"crd":311986,"name":"Keller Wealth Management LLC","city":"Morristown","state":"NJ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"-6- HOURLY FEES Financial Planning Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046974","page":"https://plannerfees.com/planners/keller-wealth-management-llc-311986/"},{"crd":316410,"name":"Kelley Lane Capital, LLC","city":"Dallas","state":"TX","fees":{"hourly":[225,225],"flat":[2650,2650]},"sourceSentences":{"hourly":"Our hourly rate is $225.","flat":"Generally, the fee for a standalone financial plan starts at $2,650 for a single individual with no children, and $3,950 for couples and families, although this price may be higher depending on the scope of the work."},"brochureDate":"6/10/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=915931","page":"https://plannerfees.com/planners/kelley-lane-capital-llc-316410/"},{"crd":282172,"name":"Kelly Financial Group LLC","city":"Encinitas","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"This hourly rate is currently $300/hr."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024172","page":"https://plannerfees.com/planners/kelly-financial-group-llc-282172/"},{"crd":287569,"name":"Kelly Financial Planning, LLC","city":"Cincinnati","state":"OH","fees":{"hourly":[425,425]},"sourceSentences":{"hourly":"Financial Planning fee is an hourly rate of $425 per hour."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003648","page":"https://plannerfees.com/planners/kelly-financial-planning-llc-287569/"},{"crd":291996,"name":"Kelly Financial Services LLC","city":"Braintree","state":"MA","fees":{"quarterly":[125,125],"annual":[500,500]},"sourceSentences":{"annual":"There is a minimum annual fee of $500 per year ($125 per quarter).","quarterly":"There is a minimum annual fee of $500 per year ($125 per quarter)."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017380","page":"https://plannerfees.com/planners/kelly-financial-services-llc-291996/"},{"crd":143801,"name":"Kelly Jones Investment Services, Inc.","city":"San Rafael","state":"CA","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Financial plans are priced according to the degree of complexity associated with the client’s situation, with a flat fee of $500 being the minimum, nonnegotiable fee."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030072","page":"https://plannerfees.com/planners/kelly-jones-investment-services-inc-143801/"},{"crd":306286,"name":"Kelly Klingaman Financial Planning LLC","city":"Austin","state":"TX","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"KKFP Firm Brochure 9 Financial Planning – Hourly Fee On occasion, Financial Planning is also offered at an hourly rate of $375.00 billed, in 15-minute increments, and a partial increment will be treated as a whole increment, with a minimum of 2 hours."},"brochureDate":"3/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015814","page":"https://plannerfees.com/planners/kelly-klingaman-financial-planning-llc-306286/"},{"crd":342194,"name":"Kelos Wealth Planning, 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annual fee is currently $1,250."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024524","page":"https://plannerfees.com/planners/kenneth-frenke-co-109352/"},{"crd":326449,"name":"Kenney Wealth Planning & Management","city":"Issaquah","state":"WA","fees":{"hourly":[295,295],"flat":[2950,2950]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans starts at $2,950.","hourly":"The hourly fee for calculating these services is $295."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059390","page":"https://plannerfees.com/planners/kenney-wealth-planning-management-326449/"},{"crd":136346,"name":"Kensington Financial Advisors LLC","city":"Roseland","state":"NJ","fees":{"hourly":[200,400],"flat":[250,10000]},"sourceSentences":{"flat":"We charge either a fixed fee for financial planning 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The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among…","flat":"Fixed fee rates range between $3,000 to $4,500."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004546","page":"https://plannerfees.com/planners/kenwyck-capital-332844/"},{"crd":312875,"name":"Kera Capital Partners","city":"San Jose","state":"CA","fees":{"hourly":[250,250],"flat":[2000,20000],"annual":[7500,7500]},"sourceSentences":{"hourly":"If the client and Adviser determine hourly fees are the most appropriate method of billing, hourly fees will not exceed $250 per hour.","flat":"If the client and Adviser determine fixed fees are the most appropriate method of billing, the fixed fees will range from $2,000 to $20,000.","annual":"In addition to the management fees, our Firm charges a $7,500 annual administrative fee to cover administration including legal fees, SPV establishment, accounting fees, costs of maintaining the SPV."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048492","page":"https://plannerfees.com/planners/kera-capital-partners-312875/"},{"crd":169471,"name":"Kercheville Advisors LLC","city":"San Antonio","state":"TX","fees":{"hourly":[250,250],"flat":[3000,3000]},"sourceSentences":{"flat":"Fixed fees vary and do not exceed $3,000 per plan and hourly rates also vary and do not exceed $250 per hour.","hourly":"Fixed fees vary and do not exceed $3,000 per plan and hourly rates also vary and do not exceed $250 per hour."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049638","page":"https://plannerfees.com/planners/kercheville-advisors-llc-169471/"},{"crd":340407,"name":"Kerns Legacy Planning","city":"Phoenix","state":"AZ","fees":{"flat":[250,5000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Financial Planning and Consulting Fees Fixed Fees The negotiated fixed rate for financial planning and consulting is between $250 and $5,000."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054782","page":"https://plannerfees.com/planners/kerns-legacy-planning-340407/"},{"crd":327913,"name":"Kessler Planning Group","city":"Bolivar","state":"TN","fees":{"flat":[0,2500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $0 and $2,500."},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052565","page":"https://plannerfees.com/planners/kessler-planning-group-327913/"},{"crd":151879,"name":"Kevin M. 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factors."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017410","page":"https://plannerfees.com/planners/key-client-fiduciary-advisors-llc-298240/"},{"crd":291129,"name":"Key Financial Advisors LLC","city":"Owensboro","state":"KY","fees":{"hourly":[125,125],"flat":[500,500],"monthly":[200,200],"annual":[2400,2400]},"sourceSentences":{"annual":"There are no minimum asset or annual income requirements for its Clients; however, this Program does require payment of minimum fees of $2,400 per year. 2.","hourly":"Services are $125 per hour, billed in fifteen (15) minute increments.","monthly":"At times, this Program may require billing of fees at required minimums ($200 per month) until determination of Total Client Assets for final billing purposes.","flat":"Key may require an initial deposit for Hourly and Fixed Fee engagements in the amount of $500, or one-half of the lower end of the estimated fee range for the Service, whichever is less, and this deposit will be defined in the Client Service Agreement."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=905058","page":"https://plannerfees.com/planners/key-financial-advisors-llc-291129/"},{"crd":125985,"name":"Key Financial Concepts, Inc.","city":"Vernon","state":"CT","fees":{"hourly":[250,275]},"sourceSentences":{"hourly":"Advice - $250 per hour in our office or $275 per hour outside our office."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001281","page":"https://plannerfees.com/planners/key-financial-concepts-inc-125985/"},{"crd":311827,"name":"Key Focus Wealth LLC","city":"San Ramon","state":"CA","fees":{"hourly":[350,350],"flat":[5000,10000]},"sourceSentences":{"hourly":"One Time Financial Planning Services and One Time Financial Consulting Services are offered based on an hourly fee of $350 per hour.","flat":"Ongoing Financial Consulting Services are offered based on a flat fee between $5,000 and $10,000."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011344","page":"https://plannerfees.com/planners/key-focus-wealth-llc-311827/"},{"crd":146054,"name":"Key Group Management, Inc.","city":"Fountain Hills","state":"AZ","fees":{"hourly":[300,300],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $300.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045446","page":"https://plannerfees.com/planners/key-group-management-inc-146054/"},{"crd":288643,"name":"Keybridge Capital","city":"Quincy","state":"IL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"An hourly fee of $300 per hour is charged by Keybridge Capital for financial planning services under this arrangement."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000041","page":"https://plannerfees.com/planners/keybridge-capital-288643/"},{"crd":337629,"name":"Keychain Asset Management","city":"Oregon City","state":"OR","fees":{"hourly":[150,500],"flat":[75,500]},"sourceSentences":{"hourly":"Hourly rates for consulting are $150 - $500 per hour depending on the number of hours required and the complexity of the services performed.","flat":"This introductory service has a fixed fee ranging from $75 to $500."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029977","page":"https://plannerfees.com/planners/keychain-asset-management-337629/"},{"crd":288302,"name":"Keymark Financial","city":"Rolling Hills Estates","state":"CA","fees":{"hourly":[250,500],"flat":[1500,5000],"monthly":[200,1000],"quarterly":[600,3000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1500 - $5000 based on complexity and an ongoing fee with the option to pay on a monthly or quarterly basis, in advance, at a rate between $200 - $1000 per month ($600 - $3000 per quarter) based on complexity.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1500 - $5000 based on complexity and an ongoing fee with the option to pay on a monthly or quarterly basis, in advance, at a rate between $200 - $1000 per month ($600 - $3000 per quarter) based on complexity.","quarterly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1500 - $5000 based on complexity and an ongoing fee with the option to pay on a monthly or quarterly basis, in advance, at a rate between $200 - $1000 per month ($600 - $3000 per quarter) based on complexity.","hourly":"Financial Planning fee is an hourly rate between $250 - $500 per hour, depending on complexity."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032944","page":"https://plannerfees.com/planners/keymark-financial-288302/"},{"crd":340958,"name":"Keystone Capital Advisors LLC","city":"Auburn","state":"MA","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"The Advisor also offers stand-alone financial planning services for a fixed engagement fee ranging from $500 to $2,500 per engagement."},"brochureDate":"6/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049806","page":"https://plannerfees.com/planners/keystone-capital-advisors-llc-340958/"},{"crd":339819,"name":"Keystone Fiduciary Financial Planning and Tax 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hourly fee in the range of $75 to $600 per hour (depending upon the investment adviser representative working with Client) is charged by Keystone Financial Group for financial planning services provided under this arrangement."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018707","page":"https://plannerfees.com/planners/keystone-financial-group-llc-170201/"},{"crd":341495,"name":"Keystone Financial Resources, LLC","city":"Brentwood","state":"TN","fees":{"hourly":[350,350],"flat":[500,2200]},"sourceSentences":{"hourly":"Fees range from $1,000- $25,000 or are $350/ hour.","flat":"Clients who utilize the estate planning services will be charged a flat fee ranging between $500 - $2,200."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058167","page":"https://plannerfees.com/planners/keystone-financial-resources-llc-341495/"},{"crd":310623,"name":"Keystone Financial Services","city":"Loveland","state":"CO","fees":{"hourly":[500,500],"flat":[1500,15000]},"sourceSentences":{"flat":"Generally, our fees are charged on a fixed fee basis between $1,500 - $15,000 depending on breadth of service and the complexity of the client’s situation.","hourly":"In the event you terminate your Financial Planning Agreement before your Plan is delivered, we will bill you for the time spent in preparing your Plan based on an hourly rate not to exceed $500 per hour."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046414","page":"https://plannerfees.com/planners/keystone-financial-services-310623/"},{"crd":150622,"name":"Keystone Investment Advisors, LLC","city":"Wexford","state":"PA","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"Hourly rates range from $100 - $250 depending on the level of complexity."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033883","page":"https://plannerfees.com/planners/keystone-investment-advisors-llc-150622/"},{"crd":153418,"name":"Keystone Wealth Advisors, Incorporated","city":"Eagan","state":"MN","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING HOURLY FEES Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $300."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048094","page":"https://plannerfees.com/planners/keystone-wealth-advisors-incorporated-153418/"},{"crd":281678,"name":"Kfa Private Wealth Group, LLC","city":"Tyson","state":"VA","fees":{"hourly":[100,400],"flat":[500,5000]},"sourceSentences":{"flat":"Flat fees range from $500 to $5,000 and hourly fees range from $100 to $400.","hourly":"Flat fees range from $500 to $5,000 and hourly fees range from $100 to $400."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025707","page":"https://plannerfees.com/planners/kfa-private-wealth-group-llc-281678/"},{"crd":337331,"name":"KFG, LLC","city":"Rapid City","state":"SD","fees":{"hourly":[990,990],"flat":[350,650]},"sourceSentences":{"hourly":"A 60-minute meeting with our principal financial planner is $990 per hour; 60-minute meeting with a lead financial planner is $650 per hour; or 60-minute meeting with an associate financial planner is $350 per hour for individuals based on the requested topic and data provided at the time of the meeting.","flat":"The fee for 60-minute Lightning meetings with our firm principal is $990; lead financial planner $650 or associate financial planner $350, respectively."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051164","page":"https://plannerfees.com/planners/kfg-llc-337331/"},{"crd":164500,"name":"KG Capital Management, LLC","city":"Saint Francisville","state":"LA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly fee services are offered based on an hourly fee of $250 per 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$5,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028582","page":"https://plannerfees.com/planners/kidd-financial-planning-llc-323502/"},{"crd":339209,"name":"Kiddos Capital","city":"Wilmette","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our hourly rate is $250."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044805","page":"https://plannerfees.com/planners/kiddos-capital-339209/"},{"crd":341026,"name":"Kiefer Financial Advising LLC","city":"Ocala","state":"FL","fees":{"quarterly":[300,500]},"sourceSentences":{"quarterly":"Quarterly Fee Range: $300 – $500 Advisory Period: 12 months The Firm offers ongoing investment advisory and financial planning services pursuant to a written advisory agreement with a 12-month term."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011944","page":"https://plannerfees.com/planners/kiefer-financial-advising-llc-341026/"},{"crd":131043,"name":"Kiel Investment Company","city":"Carmel","state":"IN","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Hourly fee of $150 (negotiable) Portfolio Management fees apply if assets are to be managed on a continuous basis. ​ Financial Planning and Advice Services:"},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016837","page":"https://plannerfees.com/planners/kiel-investment-company-131043/"},{"crd":316758,"name":"Kienzle Wealth Consulting LLC","city":"Nokomis","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Limited hourly financial planning engagements are offered at KWC’s discretion, at the rate of $500 per 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installments."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038549","page":"https://plannerfees.com/planners/kilcullin-financial-life-planning-llc-281362/"},{"crd":288229,"name":"Kimery Wealth Management, LLC","city":"Memphis","state":"TN","fees":{"hourly":[350,350],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037064","page":"https://plannerfees.com/planners/kimery-wealth-management-llc-288229/"},{"crd":340120,"name":"Kin Stewards LLC","city":"La Crescenta","state":"CA","fees":{"hourly":[500,500],"flat":[20000,20000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $20,000."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050275","page":"https://plannerfees.com/planners/kin-stewards-llc-340120/"},{"crd":324932,"name":"Kindred Financial LLC","city":"Lakewood","state":"CO","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025250","page":"https://plannerfees.com/planners/kindred-financial-llc-324932/"},{"crd":339644,"name":"Kindred Peak Wealth Management LLC","city":"San Antonio","state":"TX","fees":{"hourly":[500,500],"flat":[2500,25000]},"sourceSentences":{"flat":"Fixed fee rates range from $2,500 to $25,000.","hourly":"In the event of early termination prior to the project being delivered, Client shall be charged a prorated fee according to the amount of work performed, based on KPWM’s hourly rate of $500, and any unearned fees will be refunded."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058938","page":"https://plannerfees.com/planners/kindred-peak-wealth-management-llc-339644/"},{"crd":148189,"name":"Kindzia Investments","city":"Johns Creek","state":"GA","fees":{"hourly":[100,500],"flat":[1000,1000]},"sourceSentences":{"hourly":"Our hourly rates range between $100/hour and $500/hour.","flat":"Fixed fees can range anywhere between $1,000 and up to $150,000."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001014","page":"https://plannerfees.com/planners/kindzia-investments-148189/"},{"crd":283034,"name":"Kinetic Investment Management, Inc.","city":"Los 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LLC","city":"Westlake","state":"OH","fees":{"hourly":[250,250],"flat":[1000,1000]},"sourceSentences":{"flat":"These fees are negotiable. 7 Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is $1,000.","hourly":"Our hourly fee thereafter will be $250.00 per hour."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005317","page":"https://plannerfees.com/planners/kinetic-wealth-investment-advisors-llc-311536/"},{"crd":304351,"name":"Kinetix Financial Planning","city":"Granbury","state":"TX","fees":{"hourly":[200,200],"flat":[800,800]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $800.00 to 3,500.00, based on the complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, also at the rate of $250.00 to 2,000.00, based on the complexity and needs of the client.","hourly":"Financial Planning fee is an hourly rate of $200.00 per hour, depending on complexity."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056924","page":"https://plannerfees.com/planners/kinetix-financial-planning-304351/"},{"crd":148728,"name":"King Financial Planning & Management, LLC","city":"Colorado Springs","state":"CO","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"The hourly rate is currently $400."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011383","page":"https://plannerfees.com/planners/king-financial-planning-management-llc-148728/"},{"crd":115430,"name":"King George Capital MGMT, Inc.","city":"King George","state":"VA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial planning services are negotiable but generally are $250 per hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017552","page":"https://plannerfees.com/planners/king-george-capital-mgmt-inc-115430/"},{"crd":299303,"name":"King Retirement Solutions, LLC","city":"North Port","state":"FL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING KRS charges an hourly fee of $200 for financial planning."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044865","page":"https://plannerfees.com/planners/king-retirement-solutions-llc-299303/"},{"crd":281798,"name":"King Wealth Advisors, LLC","city":"San Mateo","state":"CA","fees":{"hourly":[250,250],"flat":[1250,10000]},"sourceSentences":{"hourly":"The hourly fee is $250.00 for financial planning and consulting services and fixed fee engagements range from $1,250.00 to $10,000.00.","flat":"The hourly fee is $250.00 for financial planning and consulting services and fixed fee engagements range from $1,250.00 to $10,000.00."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004908","page":"https://plannerfees.com/planners/king-wealth-advisors-llc-281798/"},{"crd":159550,"name":"King Wealth Management Group, LLC","city":"Saratoga Springs","state":"NY","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"For stand-alone financial planning services and advisory subscription services, King Wealth Management charges a fixed fee between $2,500 and $10,000 depending on the scope and length of the agreed upon services."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004130","page":"https://plannerfees.com/planners/king-wealth-management-group-llc-159550/"},{"crd":328544,"name":"Kingdom Financial","city":"South Bend","state":"IN","fees":{"flat":[4000,7000],"quarterly":[1250,5000]},"sourceSentences":{"quarterly":"Fees are billed quarterly in advance and typically range from $1,250 to $5,000 per quarter but may fall outside of this range in certain situations.","flat":"Fixed fee rates typically range between $4,000 $7,000 but may fall outside of this range in certain situations."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018853","page":"https://plannerfees.com/planners/kingdom-financial-328544/"},{"crd":155676,"name":"Kingdom Financial Group, LLC","city":"Peoria","state":"AZ","fees":{"hourly":[250,250],"flat":[250,5000]},"sourceSentences":{"flat":"Fixed fees for financial planning services range from $250 to $5,000.","hourly":"Consulting services are offered at an hourly charge of $250 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029245","page":"https://plannerfees.com/planners/kingdom-financial-group-llc-155676/"},{"crd":269876,"name":"Kings Path Partners LLC","city":"Sugar Land","state":"TX","fees":{"hourly":[75,450]},"sourceSentences":{"hourly":"Hourly rates range from $75-$450 per hour depending on the nature of the services provided and the experience level of the personnel performing the work."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006840","page":"https://plannerfees.com/planners/kings-path-partners-llc-269876/"},{"crd":114492,"name":"Kingsbury Financial Management, Inc.","city":"Seabrook","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Hourly advisory services are typically charged at a rate of $150 per hour for our typical advisory services."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024861","page":"https://plannerfees.com/planners/kingsbury-financial-management-inc-114492/"},{"crd":329133,"name":"Kingsley Financial","city":"Mount Pleasant","state":"SC","fees":{"hourly":[500,500],"annual":[3600,20000]},"sourceSentences":{"annual":"We charge an annual fixed fee of $3,600 - $20,000, paid monthly in advance.","hourly":"Financial Planning Our hourly rate is $500."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006365","page":"https://plannerfees.com/planners/kingsley-financial-329133/"},{"crd":338475,"name":"Kingsley Wealth Partners, Inc.","city":"Gilbert","state":"AZ","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Financial planning fees range from $1,000 to $10,000 per engagement."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051368","page":"https://plannerfees.com/planners/kingsley-wealth-partners-inc-338475/"},{"crd":146655,"name":"Kingsmark Private Financial Advisors, LLC","city":"Albany","state":"GA","fees":{"hourly":[300,300],"flat":[250,250]},"sourceSentences":{"flat":"There is a minimum fee of $250 for a financial plan charged as a fixed fee.","hourly":"Hourly rates will generally not exceed $300 per hour while fixed fees generally do not exceed $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034892","page":"https://plannerfees.com/planners/kingsmark-private-financial-advisors-llc-146655/"},{"crd":306722,"name":"Kingsmore Wealth Management, LLC","city":"Union","state":"SC","fees":{"hourly":[200,500],"flat":[500,10000]},"sourceSentences":{"flat":"The negotiated 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annum."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040647","page":"https://plannerfees.com/planners/kingstone-capital-partners-texas-llc-281593/"},{"crd":148107,"name":"Kingsview Wealth Management, LLC","city":"Grants Pass","state":"OR","fees":{"quarterly":[500,12500]},"sourceSentences":{"quarterly":"The fee range is from $500 to $12,500 per quarter based on the value of the assets under advisement."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033863","page":"https://plannerfees.com/planners/kingsview-wealth-management-llc-148107/"},{"crd":300735,"name":"Kinloch Capital, LLC","city":"Glen Allen","state":"VA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly fee is not expected to exceed $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038594","page":"https://plannerfees.com/planners/kinloch-capital-llc-300735/"},{"crd":330141,"name":"Kinson Wealth Group LLC","city":"Louisville","state":"KY","fees":{"hourly":[300,700],"flat":[2400,30000],"monthly":[200,2500],"quarterly":[600,7500]},"sourceSentences":{"monthly":"Fees are paid monthly or quarterly in advance, ranging from $200 to $2,500 per month or $600 to $7,500 per quarter for fixed fee engagements, or monthly or quarterly in arrears ranging from $300 to $700 for hourly engagements.","quarterly":"Fees are paid monthly or quarterly in advance, ranging from $200 to $2,500 per month or $600 to $7,500 per quarter for fixed fee engagements, or monthly or quarterly in arrears ranging from $300 to $700 for hourly engagements.","flat":"Fixed fee rates range between $2,400 to $30,000.","hourly":"Our hourly rate ranges between $300 to $700."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031636","page":"https://plannerfees.com/planners/kinson-wealth-group-llc-330141/"},{"crd":299407,"name":"Kintra Wealth, LLC","city":"Williamsport","state":"PA","fees":{"hourly":[200,400],"flat":[1500,7500]},"sourceSentences":{"hourly":"The hourly rate ranges from $200-$400 per hour and fixed fees generally range from $1,500 to $7,500.","flat":"The hourly rate ranges from $200-$400 per hour and fixed fees generally range from $1,500 to $7,500."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052337","page":"https://plannerfees.com/planners/kintra-wealth-llc-299407/"},{"crd":304080,"name":"Kinvest Capital Management, Inc.","city":"Millburn","state":"NJ","fees":{"hourly":[50,500],"flat":[250,50000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $50,000. 5 Hourly Fees The negotiated hourly fee for these services is between $50 and $500.","hourly":"The negotiated fixed rate for creating client financial plans is between $250 and $50,000. 5 Hourly Fees The negotiated hourly fee for these services is between $50 and $500."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053637","page":"https://plannerfees.com/planners/kinvest-capital-management-inc-304080/"},{"crd":121242,"name":"Kirkey & Co. 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work."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014703","page":"https://plannerfees.com/planners/kirkwood-private-llc-139593/"},{"crd":131138,"name":"Kirtland Financial Management, Inc.","city":"Coral Gables","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"KFM’s financial planning services are offered at $250 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024968","page":"https://plannerfees.com/planners/kirtland-financial-management-inc-131138/"},{"crd":314561,"name":"Kirwin Financial LLC","city":"Issaquah","state":"WA","fees":{"hourly":[275,275],"annual":[3500,3500]},"sourceSentences":{"hourly":"Project-Based Financial Planning Financial Planning engagements are offered at our hourly rate of $275.","annual":"If the total assets under management is less than $250,000, the minimum annual fee of $3,500 applies."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016280","page":"https://plannerfees.com/planners/kirwin-financial-llc-314561/"},{"crd":136869,"name":"Kirz, Paul H","city":"Brea","state":"CA","fees":{"hourly":[600,600],"annual":[7000,7000]},"sourceSentences":{"hourly":"He is compensated at the rate of $600/hour.","annual":"Paul Kirz generally asks for an initial retainer fee $7000."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047290","page":"https://plannerfees.com/planners/kirz-paul-h-136869/"},{"crd":299531,"name":"Kissling Financial Services, LLC","city":"New Castle","state":"PA","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 and will be negotiated and agreed upon by the parties in advance.","flat":"Kissling will charge a fixed fee for comprehensive financial planning services in the range of $500 to $5,000 per plan as negotiated and contracted for with client in advance, at the discretion of the Advisor."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028556","page":"https://plannerfees.com/planners/kissling-financial-services-llc-299531/"},{"crd":342665,"name":"Kitchen Table Financial Planning","city":"Richmond","state":"VA","fees":{"hourly":[300,300],"flat":[900,6250],"monthly":[416,2083],"quarterly":[1250,6250]},"sourceSentences":{"monthly":"KTFP charges a recurring fixed fee for Wealth Management services that is paid monthly or quarterly in advance at the rate of $416.67 to $2,083.33 per month or $1,250 to $6,250 per quarter.The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and…","quarterly":"KTFP charges a recurring fixed fee for Wealth Management services that is paid monthly or quarterly in advance at the rate of $416.67 to $2,083.33 per month or $1,250 to $6,250 per quarter.The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and…","flat":"Ongoing Financial Planning KTFP collects an initial fee, ranging from $900 to $6,250.","hourly":"Our hourly rate is $300."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052333","page":"https://plannerfees.com/planners/kitchen-table-financial-planning-342665/"},{"crd":338673,"name":"Kitchensink Financial Planning, LLC","city":"Pensacola","state":"FL","fees":{"hourly":[450,450],"monthly":[250,2100],"annual":[3000,25200]},"sourceSentences":{"monthly":"Clients who choose to self-manage their investments are billed monthly in arrears at a flat fee ranging between $250 and $2,100 per month ($3,000 to $25,200 annually) depending on the complexity of the client’s situation.","annual":"Clients who choose to self-manage their investments are billed monthly in arrears at a flat fee ranging between $250 and $2,100 per month ($3,000 to $25,200 annually) depending on the complexity of the client’s situation.","hourly":"The hourly fee is $450, billed in 15-minute increments."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996554","page":"https://plannerfees.com/planners/kitchensink-financial-planning-llc-338673/"},{"crd":341864,"name":"Kith & Kin Wealth","city":"Broadview Heights","state":"OH","fees":{"monthly":[350,350],"annual":[4200,4200]},"sourceSentences":{"annual":"KKW imposes a minimum annual fee of $4,200 per household, billed monthly in arrears ($350 per month).","monthly":"KKW imposes a minimum annual fee of $4,200 per household, billed monthly in arrears ($350 per month)."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054278","page":"https://plannerfees.com/planners/kith-kin-wealth-341864/"},{"crd":142443,"name":"KJH Financial Services","city":"Needham","state":"MA","fees":{"hourly":[225,225],"annual":[10000,10000]},"sourceSentences":{"annual":"There is a maximum annual fee of $10,000.","hourly":"Howard are billed at the rate of $225/hour."},"brochureDate":"7/27/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=854733","page":"https://plannerfees.com/planners/kjh-financial-services-142443/"},{"crd":121399,"name":"Klaas Financial Asset Advisors, LLC.","city":"Loves Park","state":"IL","fees":{"hourly":[300,300],"monthly":[75,275]},"sourceSentences":{"monthly":"Klaas 360 Financial Planning and Consulting Fees Comprehensive Financial Planning Services Fees For Comprehensive Financial Planning Services, we charge a Program Fee of $275 per month for up to $1,500,000 of Investable Assets, plus $75 per month for each $500,000 above $1,500,000.","hourly":"In the event of early termination, you will be invoiced for fees in an amount equal to the hourly rate of $300 times the number of hours of work that has been completed up to and including the date of termination, not to exceed the fixed fee."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044207","page":"https://plannerfees.com/planners/klaas-financial-asset-advisors-llc-121399/"},{"crd":151086,"name":"Klaren Capital","city":"Waynesboro","state":"VA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Klaren Capital charges an hourly fee of $150 for financial planning services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032144","page":"https://plannerfees.com/planners/klaren-capital-151086/"},{"crd":330287,"name":"KLD Wealth Management","city":"Lebanon","state":"OH","fees":{"hourly":[194,194],"flat":[500,15000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $15,000.","hourly":"Our hourly rate is $194.90."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056749","page":"https://plannerfees.com/planners/kld-wealth-management-330287/"},{"crd":118900,"name":"Klein Financial Advisors","city":"Rancho Mission Viejo","state":"CA","fees":{"annual":[200,5000]},"sourceSentences":{"annual":"Or the ADVISOR will charge a flat fee of $200 to $5,000 per year to manage your accounts."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=876434","page":"https://plannerfees.com/planners/klein-financial-advisors-118900/"},{"crd":164545,"name":"Kleinsmith Resource Management, LLC","city":"Bend","state":"OR","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"Form ADV 2A Version: 3/26/2026 3 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $10,000.","hourly":"The hourly fee for these services is $250."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027386","page":"https://plannerfees.com/planners/kleinsmith-resource-management-llc-164545/"},{"crd":310711,"name":"KLK Capital Wealth Advisors LLC","city":"Abita Springs","state":"LA","fees":{"flat":[500,500]},"sourceSentences":{"flat":"KLK charges a fixed fee of $500 for financial planning."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003554","page":"https://plannerfees.com/planners/klk-capital-wealth-advisors-llc-310711/"},{"crd":313218,"name":"Kmi Wealth Advisors","city":"Reno","state":"NV","fees":{"hourly":[250,250],"annual":[1000,2500]},"sourceSentences":{"annual":"Company Retirement Plans, 401(k)s, SEP IRAs, 403(b)s, 457s starting at $500 Company Services, continued, non-advisory 50 basis points/yr Outside Asset Tracking $250 / review Initial Personal/Household Wealth Financial Plan (waived if AUM > $500,000) $2,500 / yr Personal/Household Wealth Financial Plan, continued…","hourly":"Family Conference $250 / hour Philanthropy Advisory:"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038658","page":"https://plannerfees.com/planners/kmi-wealth-advisors-313218/"},{"crd":171327,"name":"KMR Wealth Advisory, LLC","city":"San Luis Obispo","state":"CA","fees":{"hourly":[125,125],"flat":[500,2000]},"sourceSentences":{"flat":"We provide non-discretionary investment advice with no trading for a fixed fee between $500 - $2000 or an hourly fee between $125-500.","hourly":"We provide non-discretionary investment advice with no trading for a fixed fee between $500 - $2000 or an hourly fee between $125-500."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019129","page":"https://plannerfees.com/planners/kmr-wealth-advisory-llc-171327/"},{"crd":327149,"name":"Kneale JR, Kenneth Alan","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"quarterly":[400,400]},"sourceSentences":{"hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $250.00 per hour.","quarterly":"Maintenance - Financial Wellness Plan Financial Wellness Plan service will incur an ongoing fee that is paid quarterly in arrears, at the rate of $400.00 per quarter."},"brochureDate":"8/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056460","page":"https://plannerfees.com/planners/kneale-jr-kenneth-alan-327149/"},{"crd":130445,"name":"Knight Investment Planning, LLC","city":"Libertyville","state":"IL","fees":{"hourly":[180,360]},"sourceSentences":{"hourly":"The per hour rate ranges from $180 to $360 per hour; billed in six minute increments (10 increments per hour), and a partial increment will be treated as a whole increment."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015991","page":"https://plannerfees.com/planners/knight-investment-planning-llc-130445/"},{"crd":342165,"name":"Knight Strategic Investment Advising LLC","city":"Manassas","state":"VA","fees":{"flat":[250,250]},"sourceSentences":{"flat":"AND CONSULTING KSIA charges a $250.00 fixed fee for financial planning and consulting."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050368","page":"https://plannerfees.com/planners/knight-strategic-investment-advising-llc-342165/"},{"crd":336114,"name":"Knode Wealth Management LLC","city":"Plano","state":"TX","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003482","page":"https://plannerfees.com/planners/knode-wealth-management-llc-336114/"},{"crd":306771,"name":"Know Your Worth Financial","city":"Gilbert","state":"AZ","fees":{"hourly":[250,250],"flat":[150,2500],"monthly":[150,1000]},"sourceSentences":{"flat":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 8 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $150.00 - $2,500.00 and an ongoing fee that is paid monthly, in arrears, at the rate of $150.00 - $1,000.00 per month.","monthly":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 8 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $150.00 - $2,500.00 and an ongoing fee that is paid monthly, in arrears, at the rate of $150.00 - $1,000.00 per month.","hourly":"We may also offer these engagements on an hourly basis at an hourly rate of $250."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015656","page":"https://plannerfees.com/planners/know-your-worth-financial-306771/"},{"crd":288580,"name":"Knox Wealth Partners Advisory","city":"Knoxville","state":"TN","fees":{"hourly":[100,350],"flat":[250,10000]},"sourceSentences":{"flat":"The minimum fixed fee charged is generally $250 and the maximum fixed fee is generally no more than $10,000.","hourly":"An hourly fee of $100 - $350 per hour is charged by Knox Wealth Partners Advisory for services under this arrangement."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027175","page":"https://plannerfees.com/planners/knox-wealth-partners-advisory-288580/"},{"crd":309172,"name":"Ko Financial","city":"Leesburg","state":"VA","fees":{"hourly":[300,300],"flat":[1200,2000]},"sourceSentences":{"hourly":"Services provided Fee Hourly Financial Advice $300 per hour Specific Financial Planning $1,200 Comprehensive Financial Planning $2,000 The fees shown above are the minimum for financial plans, but this minimum may be negotiable depending upon the nature and complexity of the client's circumstances.","flat":"Services provided Fee Hourly Financial Advice $300 per hour Specific Financial Planning $1,200 Comprehensive Financial Planning $2,000 The fees shown above are the minimum for financial plans, but this minimum may be negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=934975","page":"https://plannerfees.com/planners/ko-financial-309172/"},{"crd":112001,"name":"Kobata Financial","city":"Atascadero","state":"CA","fees":{"hourly":[125,125],"flat":[250,2500]},"sourceSentences":{"hourly":"Comprehensive and Modular Planning Services are billed at the hourly rate of $125.00 per hour or at a flat fee that ranges between $250.00 and $2500.00.","flat":"Comprehensive and Modular Planning Services are billed at the hourly rate of $125.00 per hour or at a flat fee that ranges between $250.00 and $2500.00."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004900","page":"https://plannerfees.com/planners/kobata-financial-112001/"},{"crd":148575,"name":"Koch Capital Management LLC","city":"Alamo","state":"CA","fees":{"quarterly":[1500,5000],"annual":[6000,6000]},"sourceSentences":{"quarterly":"The fixed fee varies from client to client depending on the complexity of their financial situation, but the fixed fee will be in the general range of $1,500 to $5,000 per quarter.","annual":"All Retirement Planning clients are subject to a minimum annual fee of $6,000 ($1,500 per quarter) and minimum liquid net worth requirement of $1,000,000."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023072","page":"https://plannerfees.com/planners/koch-capital-management-llc-148575/"},{"crd":340322,"name":"Koehler Asset Management","city":"Babylon","state":"NY","fees":{"hourly":[450,900]},"sourceSentences":{"hourly":"Thereafter, clients may terminate the pension consulting agreement immediately upon written notice. 5 Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $450 and $900."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053131","page":"https://plannerfees.com/planners/koehler-asset-management-340322/"},{"crd":113989,"name":"Kohlhepp Investment Advisors, LTD.","city":"Doylestown","state":"PA","fees":{"hourly":[450,450],"annual":[1000,1000]},"sourceSentences":{"hourly":"The fee is negotiable and varies from client to client but does not exceed $450 per hour.","annual":"The minimum annual fee is $1000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023911","page":"https://plannerfees.com/planners/kohlhepp-investment-advisors-ltd-113989/"},{"crd":138851,"name":"Kohmann Bosshard Financial Services, LLC.","city":"Akron","state":"OH","fees":{"flat":[500,500]},"sourceSentences":{"flat":"The Advisor’s Consultation services which are invoiced on a fixed project rate usually range from $500 per meeting and/or $10,000 or more for annual engagements."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023756","page":"https://plannerfees.com/planners/kohmann-bosshard-financial-services-llc-138851/"},{"crd":305796,"name":"Kohr Investments","city":"Mission Viejo","state":"CA","fees":{"hourly":[350,350],"flat":[350,2000]},"sourceSentences":{"hourly":"An hourly fee of $350 per hour is charged by KOHR Investments for financial planning services under this arrangement.","flat":"The minimum fixed fee is generally $350, and the maximum fixed fee is generally no more than $2,000."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003741","page":"https://plannerfees.com/planners/kohr-investments-305796/"},{"crd":342846,"name":"Koinos Financial","city":"Boise","state":"ID","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"We charge a fixed fee starting at $1,000 for Project-Based Financial Planning."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053322","page":"https://plannerfees.com/planners/koinos-financial-342846/"},{"crd":158921,"name":"Kolash Wealth Strategies, LLC","city":"Appleton","state":"WI","fees":{"hourly":[210,210],"flat":[200,5000]},"sourceSentences":{"flat":"7 Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $200 and $5,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $210."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001614","page":"https://plannerfees.com/planners/kolash-wealth-strategies-llc-158921/"},{"crd":152243,"name":"Kollar Wealth Advisors, LLC","city":"Northbrook","state":"IL","fees":{"hourly":[200,200],"flat":[500,500]},"sourceSentences":{"flat":"Basic Financial Planning Services are available to all clients for a Fixed Fee of $500.","hourly":"Retirement Planning and Financial Planning Services are offered to all clients based on an hourly fee of $200 per hour."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006296","page":"https://plannerfees.com/planners/kollar-wealth-advisors-llc-152243/"},{"crd":142682,"name":"Kom Wealth Management Group, LLC","city":"Appleton","state":"WI","fees":{"hourly":[125,400],"annual":[1250,14000]},"sourceSentences":{"annual":"Our financial planning and consulting fees are negotiable, but generally range from $1,250 to $14,000 annually on a fixed fee basis and/or from $125 to $400 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"Our financial planning and consulting fees are negotiable, but generally range from $1,250 to $14,000 annually on a fixed fee basis and/or from $125 to $400 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014565","page":"https://plannerfees.com/planners/kom-wealth-management-group-llc-142682/"},{"crd":337483,"name":"Kommon Wealth, LLC","city":"Roanoke","state":"VA","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Advisor charges a flat fee within the general range of $1,000 to $5,000 per plan."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022249","page":"https://plannerfees.com/planners/kommon-wealth-llc-337483/"},{"crd":166933,"name":"Konnect Health and Wealth","city":"New Braunfels","state":"TX","fees":{"hourly":[200,200],"flat":[1000,3500]},"sourceSentences":{"hourly":"Type of Service Fee Hourly Planning $200 / hour Isolated/Goal Based Financial Plan $1,000 Flat Fee Comprehensive Financial Plan $3,500 Flat Fee Fees are negotiable and may be discounted based upon other services we may provide for you such as asset management services.","flat":"Type of Service Fee Hourly Planning $200 / hour Isolated/Goal Based Financial Plan $1,000 Flat Fee Comprehensive Financial Plan $3,500 Flat Fee Fees are negotiable and may be discounted based upon other services we may provide for you such as asset management services."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016477","page":"https://plannerfees.com/planners/konnect-health-and-wealth-166933/"},{"crd":137361,"name":"Korbitz Financial Planning LLC","city":"Milwaukee","state":"WI","fees":{"hourly":[460,460]},"sourceSentences":{"hourly":"Financial Planning and Investment Consultation Services Hourly fees for financial planning and investment consultation services are $460 per hour; billed in six-minute increments, a partial increment is billed as a whole."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031427","page":"https://plannerfees.com/planners/korbitz-financial-planning-llc-137361/"},{"crd":128606,"name":"Korhorn Financial Group","city":"Granger","state":"IN","fees":{"hourly":[50,400],"flat":[1000,35000]},"sourceSentences":{"flat":"AND CONSULTING SERVICES (STAND-ALONE) KFG’s comprehensive planning and consulting fees generally range from $1,000 to $35,000 on a fixed fee basis.","hourly":"Whereas, KFG’s single-needs financial planning and consulting services are provided on an hourly rate basis with work being performed for a fee between $50 to $400 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032202","page":"https://plannerfees.com/planners/korhorn-financial-group-128606/"},{"crd":152095,"name":"Korving & Company LLC","city":"Suffolk","state":"VA","fees":{"hourly":[250,250],"flat":[1500,10000]},"sourceSentences":{"flat":"AND CONSULTING SERVICES (STAND-ALONE) Korving & Co.’s financial planning and consulting fees are negotiable but generally range from $1,500 to $10,000 on a fixed fee basis, or $250 on an hourly rate basis, depending upon the level and scope of the services required.","hourly":"AND CONSULTING SERVICES (STAND-ALONE) 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LLC","city":"Glen Allen","state":"VA","fees":{"hourly":[300,300],"flat":[2000,5000]},"sourceSentences":{"flat":"Kotini Capital Advisors ADV Part 2A July 14, 2026 Page 11 of 28 Financial Planning and/or Consulting Fees We provide comprehensive financial planning services for a fixed fee that ranges from $2,000 to $5,000 based upon the nature and complexity of the client’s circumstances.","hourly":"In certain instances, we will charge an hourly fee of $300."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052424","page":"https://plannerfees.com/planners/kotini-capital-advisors-llc-342575/"},{"crd":168156,"name":"Kotys Wealth Professionals","city":"Valparaiso","state":"IN","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING KWP charges an hourly fee of $375 for financial planning and consulting."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015679","page":"https://plannerfees.com/planners/kotys-wealth-professionals-168156/"},{"crd":159811,"name":"Kovalcik & Geraghty Wealth Partners LLP","city":"Upper Arlington","state":"OH","fees":{"hourly":[425,425],"flat":[2500,10000],"quarterly":[1562,1562]},"sourceSentences":{"flat":"A one-time fee for the construction of an initial comprehensive financial plan generally ranges from $2,500 - $10,000, depending on the complexity of the client's financial and personal situation and the depth of the analysis.","hourly":"Alternatively, KGWP may charge a $425 hourly rate for such services.","quarterly":"The annual asset-based fee is paid quarterly in advance, and the minimum quarterly fee is $1,562.50."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039604","page":"https://plannerfees.com/planners/kovalcik-geraghty-wealth-partners-llp-159811/"},{"crd":298353,"name":"Kozak & Tripp Private Asset Management, Inc.","city":"Highlands Ranch","state":"CO","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $1,000 to $10,000.","hourly":"Upon termination, fees will be prorated to the date of termination and any earned portion of the fee will be billed to you based on an hourly rate of $250.00."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012565","page":"https://plannerfees.com/planners/kozak-tripp-private-asset-management-inc-298353/"},{"crd":333024,"name":"Kpoint Capital LLC","city":"Manhasset","state":"NY","fees":{"hourly":[400,400],"flat":[800,16000]},"sourceSentences":{"flat":"Fixed-fee arrangements typically range from $800 to $16,000 per engagement.","hourly":"Hourly financial planning services are billed at $400 per hour with a two-hour minimum per engagement ($800)."},"brochureDate":"4/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042770","page":"https://plannerfees.com/planners/kpoint-capital-llc-333024/"},{"crd":289507,"name":"KPP Advisory Services LLC","city":"Louisville","state":"KY","fees":{"hourly":[200,300],"flat":[1000,10000]},"sourceSentences":{"hourly":"The Client shall pay KPPAS for services provided, a fee of an hourly rate ranging from $200 to $300.","flat":"The financial planning fee may be calculated and charged on a fixed fee basis, typically ranging from $1,000 to $10,000, subject to the specific arrangement reached with the Client."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022311","page":"https://plannerfees.com/planners/kpp-advisory-services-llc-289507/"},{"crd":116901,"name":"KQ Wealth Management LLC","city":"Tulsa","state":"OK","fees":{"flat":[1000,15000]},"sourceSentences":{"flat":"Our Financial Planning and Consulting fees are calculated and charged on a fixed fee basis, typically ranging from $1,000 to $15,000."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039824","page":"https://plannerfees.com/planners/kq-wealth-management-llc-116901/"},{"crd":332355,"name":"Kraft Capital","city":"Ann Arbor","state":"MI","fees":{"hourly":[250,250],"flat":[250,1000],"monthly":[250,1000],"quarterly":[750,3000]},"sourceSentences":{"flat":"Ongoing Financial Planning KC collects an initial fee between $250 - $1,000.","monthly":"Fees are paid either monthly or quarterly in advance, ranging from $250 to $1,000 a month or $750 to $3,000 a quarter.","quarterly":"Fees are paid either monthly or quarterly in advance, ranging from $250 to $1,000 a month or $750 to $3,000 a quarter.","hourly":"Our hourly rate is $250."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034914","page":"https://plannerfees.com/planners/kraft-capital-332355/"},{"crd":121910,"name":"Kramer Fiduciary Services","city":"Pittsburgh","state":"PA","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"The firm’s current hourly rate is $125."},"brochureDate":"7/2/2013","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=202255","page":"https://plannerfees.com/planners/kramer-fiduciary-services-121910/"},{"crd":169769,"name":"Kramer Investment Services, LLC","city":"Lake Geneva","state":"WI","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are available to all clients based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.","hourly":"Services are offered to all clients based on an hourly fee of $200 per hour."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041396","page":"https://plannerfees.com/planners/kramer-investment-services-llc-169769/"},{"crd":226712,"name":"Krammer Financial","city":"Redmond","state":"WA","fees":{"annual":[50000,50000]},"sourceSentences":{"annual":"The fixed consulting fee depends on the scope and complexity of the Client’s circumstances, will not exceed $50,000 annually, as specified and agreed to in the Agreement before services begin."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059943","page":"https://plannerfees.com/planners/krammer-financial-226712/"},{"crd":153594,"name":"Krane Financial Solutions","city":"Calabasas","state":"CA","fees":{"hourly":[200,1000],"flat":[500,40000]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed in the range of $200 to $1000 per hour depending on the complexity of the project and the individual circumstances of the client and are negotiated and agreed upon by the parties in advance.","flat":"Krane Financial Solutions Page 9 The fixed fee ranges from $500 to $40,000 and will be charged either as a one-time fee or as an annual retainer depending on the complexity of the project and the individual circumstances of each client."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016472","page":"https://plannerfees.com/planners/krane-financial-solutions-153594/"},{"crd":282797,"name":"Kraus Capital Management, LLC","city":"San Antonio","state":"TX","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020303","page":"https://plannerfees.com/planners/kraus-capital-management-llc-282797/"},{"crd":293931,"name":"Krehbiel Financial LLC","city":"Satellite Beach","state":"FL","fees":{"flat":[300,300]},"sourceSentences":{"flat":"Project based financial planning is offered at a fixed fee of $300 for the initial meeting (typically 1.5 hours), and then via a subsequently negotiated fee based on complexity."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008779","page":"https://plannerfees.com/planners/krehbiel-financial-llc-293931/"},{"crd":292878,"name":"Kreiner Financial Wealth Management, Inc.","city":"Spring Grove","state":"PA","fees":{"hourly":[120,120]},"sourceSentences":{"hourly":"The hourly fee for Financial Planning Services is offered based on an hourly fee of $120 per hour, with a one hour minimum."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055643","page":"https://plannerfees.com/planners/kreiner-financial-wealth-management-inc-292878/"},{"crd":309056,"name":"Kreitler Financial LLC","city":"New Haven","state":"CT","fees":{"hourly":[175,400],"flat":[3000,20000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $3,000 to $20,000 on a fixed fee basis, and from $175 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $3,000 to $20,000 on a fixed fee basis, and from $175 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017347","page":"https://plannerfees.com/planners/kreitler-financial-llc-309056/"},{"crd":152805,"name":"KRH Investments, LLC","city":"Cockeysville","state":"MD","fees":{"hourly":[150,350]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and needs of the client, the hourly fee for these services is $150$350."},"brochureDate":"1/11/2018","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=474066","page":"https://plannerfees.com/planners/krh-investments-llc-152805/"},{"crd":324816,"name":"Kriczky Wealth Management LLC","city":"Downingtown","state":"PA","fees":{"hourly":[400,400],"flat":[0,30000]},"sourceSentences":{"flat":"Full Financial Plan Full Financial Planning services are offered on a fixed fee basis ranging from $0-$30,000.","hourly":"Individual Consultation Services Individual Consultation Services are offered based on an hourly fee of $400 per hour."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046205","page":"https://plannerfees.com/planners/kriczky-wealth-management-llc-324816/"},{"crd":149046,"name":"Krilogy","city":"St. Louis","state":"MO","fees":{"quarterly":[937,937],"annual":[3750,3750]},"sourceSentences":{"annual":"Direct Krilogy clients are required to pay a minimum annual fee of $3,750 -- $937.50 per quarter -- regardless of the value of your accounts under our management or advisement (AUM/AUA), unless otherwise waived.","quarterly":"Direct Krilogy clients are required to pay a minimum annual fee of $3,750 -- $937.50 per quarter -- regardless of the value of your accounts under our management or advisement (AUM/AUA), unless otherwise waived."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037864","page":"https://plannerfees.com/planners/krilogy-149046/"},{"crd":156536,"name":"Kris Lewicki & Associates, LLC","city":"Coral Springs","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning services are offered on a non-negotiable hourly rate of $250 and, in limited instances, a flat fee may be offered for the design of a financial plan."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045892","page":"https://plannerfees.com/planners/kris-lewicki-associates-llc-156536/"},{"crd":304613,"name":"Krishna Wealth Planning","city":"Mckinney","state":"TX","fees":{"hourly":[250,250],"flat":[2000,2000],"monthly":[250,250]},"sourceSentences":{"monthly":"If KWP offers a Client Ongoing Financial Planning without investment management, the price will be $250 per month, paid in advance.","flat":"The prices for an initial comprehensive financial plan are determined as follows: · ​ Base Fee: $2,000 8 · ​ Additional complexity fees will apply if the scope of services sought falls outside our normal deliverables during an initial comprehensive plan.","hourly":"The Financial Planning Hourly fee is $250 per hour, billed in 15-minute increments."},"brochureDate":"1/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002419","page":"https://plannerfees.com/planners/krishna-wealth-planning-304613/"},{"crd":319206,"name":"KRM Advisory Services","city":"Vista","state":"CA","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $100 and $500."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051766","page":"https://plannerfees.com/planners/krm-advisory-services-319206/"},{"crd":338738,"name":"KRM Financial Planning & Wealth Management, LLC","city":"St. Charles","state":"IL","fees":{"hourly":[250,250],"flat":[1500,50000]},"sourceSentences":{"hourly":"Hourly fees range from $250 per hour and up, and fixed fee services range from $1,500 to $50,000.","flat":"Hourly fees range from $250 per hour and up, and fixed fee services range from $1,500 to $50,000."},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043725","page":"https://plannerfees.com/planners/krm-financial-planning-wealth-management-llc-338738/"},{"crd":175113,"name":"Kroeger Financial Partners","city":"Grass Valley","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Kroeger Financial Partners 7 August 2026 HOURLY FINANCIAL CONSULTING Financial Consulting Services are offered at a rate of $350/hour for consultations with senior advisors, and $250/hour for consultations with junior advisors."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056911","page":"https://plannerfees.com/planners/kroeger-financial-partners-175113/"},{"crd":168120,"name":"Kroon & Mitchell Asset Management LLC","city":"Grand Rapids","state":"MI","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"The hourly fee for these services is between $150 and $300."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030347","page":"https://plannerfees.com/planners/kroon-mitchell-asset-management-llc-168120/"},{"crd":282747,"name":"Kropog Financial Group, LLC","city":"Mandeville","state":"LA","fees":{"hourly":[300,300],"flat":[300,15000]},"sourceSentences":{"hourly":"Hourly fees are $300 per hour.","flat":"Fixed fees range from $300 to $15,000."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056962","page":"https://plannerfees.com/planners/kropog-financial-group-llc-282747/"},{"crd":130679,"name":"Krouse Stureman & Associates, Inc.","city":"Fort Wayne","state":"IN","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"The billing rate is $175 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013963","page":"https://plannerfees.com/planners/krouse-stureman-associates-inc-130679/"},{"crd":342223,"name":"Krown Advisory","city":"Blue Bell","state":"PA","fees":{"hourly":[200,500],"flat":[1000,9000],"quarterly":[600,3000]},"sourceSentences":{"hourly":"RATE $200 – $500 / hour Rate depends on complexity, scope, advisor experience, and urgency The applicable rate will be disclosed and agreed upon in writing prior to the commencement of services.","flat":"For one-time or project-based financial planning engagements, the Firm generally charges a fixed fee ranging from $1,000 to $9,000.","quarterly":"When billed quarterly, the client is billed three months at once ($600-$3000 per quarter)."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048018","page":"https://plannerfees.com/planners/krown-advisory-342223/"},{"crd":142928,"name":"KRS Capital Management, LLC","city":"Bloomfield Hills","state":"MI","fees":{"flat":[5000,5000],"annual":[5000,5000]},"sourceSentences":{"annual":"In some cases, the Adviser requests a minimum annual fee of $5,000.","flat":"The Adviser's minimum project fee is $5,000 for Financial Planning projects."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002287","page":"https://plannerfees.com/planners/krs-capital-management-llc-142928/"},{"crd":335312,"name":"Krueger Asset Management, LLC","city":"Rogers","state":"AR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our hourly rate is $250."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055097","page":"https://plannerfees.com/planners/krueger-asset-management-llc-335312/"},{"crd":145321,"name":"Kruse Financial Strategy","city":"Petaluma","state":"CA","fees":{"hourly":[300,300],"flat":[3500,10000]},"sourceSentences":{"hourly":"Our hourly charge is $300 per hour.","flat":"Fixed fees will generally range from $3,500 to $10,000 for a financial plan."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003536","page":"https://plannerfees.com/planners/kruse-financial-strategy-145321/"},{"crd":328313,"name":"Krystal Fortner","city":"Richmond","state":"CA","fees":{"flat":[5500,10000]},"sourceSentences":{"flat":"Please note, lower fees for comparable services may be available from other sources. 6 Financial Planning Advisor charges an initial financial plan fee ranging from $5,500 to $10,000, with half of the fee payable in advance and the remainder due upon completion."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042235","page":"https://plannerfees.com/planners/krystal-fortner-328313/"},{"crd":333285,"name":"KSQ Financial Services LLC","city":"Halifax","state":"MA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015834","page":"https://plannerfees.com/planners/ksq-financial-services-llc-333285/"},{"crd":151619,"name":"Kubhera Enterprises LLC","city":"Princeton","state":"NJ","fees":{"hourly":[100,200],"flat":[500,7500]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $7,500 on a fixed fee basis, and from $100 to $200 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $7,500 on a fixed fee basis, and from $100 to $200 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018332","page":"https://plannerfees.com/planners/kubhera-enterprises-llc-151619/"},{"crd":336330,"name":"Kubitree LLC","city":"Matthews","state":"NC","fees":{"flat":[500,500]},"sourceSentences":{"flat":"KubiTree LLC charges a flat fee of $500 for investment advisement."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055793","page":"https://plannerfees.com/planners/kubitree-llc-336330/"},{"crd":117816,"name":"Kuhn Advisors, Inc.","city":"Durham","state":"NC","fees":{"flat":[500,500],"monthly":[200,250]},"sourceSentences":{"flat":"Kuhn charges a one-time upfront fee of $500 for investment advisory clients with portfolios under $500,000.","monthly":"Thereafter, a fee of $200/month for single individuals or $250/month for couples is charged on a monthly basis."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046051","page":"https://plannerfees.com/planners/kuhn-advisors-inc-117816/"},{"crd":287732,"name":"Kuleana Capital Management LLC","city":"Free Union","state":"VA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The firm charges an hourly rate of $200 for financial planning services."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020133","page":"https://plannerfees.com/planners/kuleana-capital-management-llc-287732/"},{"crd":154028,"name":"Kuleana Wealth Advisors","city":"Los Altos","state":"CA","fees":{"hourly":[400,400],"flat":[5000,5000],"quarterly":[2500,2500]},"sourceSentences":{"quarterly":"The minimum Wealth Advisory Services quarterly fee is $2,500; fees may exceed this stated minimum depending on the complexity and scope of engagement.","flat":"Fees for a financial plan typically start at $5,000.","hourly":"Hourly engagements, if available, are at a rate of $400 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029575","page":"https://plannerfees.com/planners/kuleana-wealth-advisors-154028/"},{"crd":124722,"name":"Kutz and Company Inc.","city":"Great Neck","state":"NY","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"As noted in the previous section, fees for comprehensive financial planning services are charged at our normal hourly rate of $275 per hour (negotiable)."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014362","page":"https://plannerfees.com/planners/kutz-and-company-inc-124722/"},{"crd":337776,"name":"Kuyrkendall Capital","city":"Palm Beach Gardens","state":"FL","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $10,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=984830","page":"https://plannerfees.com/planners/kuyrkendall-capital-337776/"},{"crd":288528,"name":"KWM Financial LLC","city":"Porstmouth","state":"NH","fees":{"hourly":[250,250],"flat":[2000,6000]},"sourceSentences":{"flat":"The fixed fee can range between $2,000 and $6,000.","hourly":"In the event additional hours are needed either to discuss the financial plan after its delivery or for other minor financial planning topics, we will bill based on our hourly rate of $250 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031046","page":"https://plannerfees.com/planners/kwm-financial-llc-288528/"},{"crd":319076,"name":"Kwma","city":"Florence","state":"KY","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"Financial Plan (One Time Fee): $3,000 a."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002431","page":"https://plannerfees.com/planners/kwma-319076/"},{"crd":309184,"name":"KWS Advisory Group, LLC","city":"Edinburg","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial planning services are offered for an hourly fee of $150 per hour."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058502","page":"https://plannerfees.com/planners/kws-advisory-group-llc-309184/"},{"crd":128178,"name":"Kyarsip Financial Advisors LLC","city":"Seattle","state":"WA","fees":{"hourly":[360,360]},"sourceSentences":{"hourly":"Kyarsip Financial Advisors, LLC bases its fees on a percentage of assets under management or an hourly rate of $360."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030212","page":"https://plannerfees.com/planners/kyarsip-financial-advisors-llc-128178/"},{"crd":140923,"name":"L & S Advisors, Inc","city":"Los Angeles","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"We charge $500 per hour for financial planning services with a $2,500 minimum fee for all plans; however, some or all of the fees may be waived for clients that engage us for investment management services."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058852","page":"https://plannerfees.com/planners/l-s-advisors-inc-140923/"},{"crd":170468,"name":"L Squared Wealth Management","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[500,5000],"annual":[500,5000]},"sourceSentences":{"hourly":"Our rate is $250 per hour with a 2hour minimum ($500).","flat":"At our discretion, we may offer our financial planning services at a fixed rate of $500 - $5,000 per project.","annual":"We will also provide our financial planning services to you on an ongoing basis through an annual fixed fee ranging from $500 to $5,000 per year."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051431","page":"https://plannerfees.com/planners/l-squared-wealth-management-170468/"},{"crd":107908,"name":"L. K. Benson & Company, P.C.","city":"Timonium","state":"MD","fees":{"hourly":[195,585],"annual":[10000,32000]},"sourceSentences":{"annual":"Annual fees typically range between $10,000 - $32,000.","hourly":"Fees for project-based Financial Planning and Tax Planning and Preparation Services are billed at an hourly rate with a range from $195 to $585 per hour, depending on the level of the individual performing the service."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021520","page":"https://plannerfees.com/planners/l-k-benson-company-p-c-107908/"},{"crd":339946,"name":"L&s Private Wealth, LLC","city":"Oklahoma City","state":"OK","fees":{"flat":[7500,7500],"monthly":[2500,10000],"annual":[24000,24000]},"sourceSentences":{"flat":"Limited engagements will be billed a maximum fixed fee of $7,500 as mutually agreed upon by the client and the firm.","annual":"For ongoing financial planning services, L&S charges a fixed fee not to exceed $24,000 annually as negotiated between the client and the firm.","monthly":"For Standard Services, fees range from $2,500 to $10,000 per month."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041315","page":"https://plannerfees.com/planners/l-s-private-wealth-llc-339946/"},{"crd":342726,"name":"Labounty Financial Planning","city":"Pittsford","state":"NY","fees":{"flat":[2500,10000],"annual":[6500,15000]},"sourceSentences":{"annual":"The advisory fee is a fixed annual fee ranging from $6,500 to $15,000 per year and is paid quarterly in advance.","flat":"Fixed fee rates range from $2,500 to $10,000."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055797","page":"https://plannerfees.com/planners/labounty-financial-planning-342726/"},{"crd":119733,"name":"Labrador Investments, LLC","city":"Cincinnati","state":"OH","fees":{"hourly":[150,150],"flat":[500,500]},"sourceSentences":{"hourly":"As a percentage of assets under management (For providing ongoing, continuous investment management of client assets) Fees based on an hourly rate of $150/hour (For our One Time and Periodic service, and for extraordinary services that are over and above our normal investment advisory service that includes ongoing,…","flat":"Fees may be billed in advance for fixed fee services and hourly-fee services, but no more than $500 and no more than 6 months in advance of the service being rendered."},"brochureDate":"6/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047474","page":"https://plannerfees.com/planners/labrador-investments-llc-119733/"},{"crd":157065,"name":"Lach Financial","city":"Louisville","state":"KY","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"For hourly financial planning clients, Lach Financial charges a fee of $325 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024353","page":"https://plannerfees.com/planners/lach-financial-157065/"},{"crd":334912,"name":"Lachance Wealth Partners","city":"Shaker Heights","state":"OH","fees":{"flat":[800,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $800 to $10,000 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052919","page":"https://plannerfees.com/planners/lachance-wealth-partners-334912/"},{"crd":168691,"name":"Ladin Financial Group, Inc.","city":"Coral Gables","state":"FL","fees":{"hourly":[250,250],"flat":[775,13000]},"sourceSentences":{"hourly":"AND CONSULTING Financial Planning and Consulting Services are available to all clients on either a negotiable hourly fee of $250 per hour or a flat fee ranging between $775 and $13,000.","flat":"AND CONSULTING Financial Planning and Consulting Services are available to all clients on either a negotiable hourly fee of $250 per hour or a flat fee ranging between $775 and $13,000."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043357","page":"https://plannerfees.com/planners/ladin-financial-group-inc-168691/"},{"crd":120867,"name":"Lafargue Financial Group, Inc.","city":"Bentonville","state":"AR","fees":{"hourly":[100,100],"flat":[500,500],"monthly":[100,100]},"sourceSentences":{"hourly":"General Services $100.00 an hour.","flat":"Including Trajectory, Goals, integrating services, and building support for the Dream Life (no Financial plan) $500.00 Plan construction and $100.00 Monthly Maintenance. 5","monthly":"Including Trajectory, Goals, integrating services, and building support for the Dream Life (no Financial plan) $500.00 Plan construction and $100.00 Monthly Maintenance. 5"},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023427","page":"https://plannerfees.com/planners/lafargue-financial-group-inc-120867/"},{"crd":341523,"name":"Lafayette Financial Planning LLC","city":"Dallas","state":"TX","fees":{"hourly":[400,400],"flat":[3000,3000]},"sourceSentences":{"flat":"The Outside Manager will debit the Client's account for both the Outside Manager's fee, and LFP's advisory fee, and will remit LFP's fee to LFP. 11 Ongoing Financial Planning LFP collects an initial fee, no greater than $3,000.","hourly":"Our hourly rate is $400."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051827","page":"https://plannerfees.com/planners/lafayette-financial-planning-llc-341523/"},{"crd":269869,"name":"Laguna Capital Management, Inc.","city":"Santa Barbara","state":"CA","fees":{"hourly":[350,350],"flat":[350,350]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"We charge a minimum fee of $350 for Financial Planning or Consulting Engagements."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050912","page":"https://plannerfees.com/planners/laguna-capital-management-inc-269869/"},{"crd":149757,"name":"Laguna Financial Advisory","city":"Laguna Hills","state":"CA","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $10,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300 per hour for an IA rep, and $75 hour for clerical work."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038018","page":"https://plannerfees.com/planners/laguna-financial-advisory-149757/"},{"crd":341420,"name":"Lahontan Capital LLC","city":"Albany","state":"NY","fees":{"hourly":[500,500],"flat":[6000,6000]},"sourceSentences":{"flat":"Ongoing Financial Planning Lahontan collects an initial fee, no greater than $6,000.","hourly":"Our hourly rate is $500."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050928","page":"https://plannerfees.com/planners/lahontan-capital-llc-341420/"},{"crd":281628,"name":"Lailaps Capital, L.L.C.","city":"Abbeville","state":"LA","fees":{"flat":[50,1000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $50 and $1,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031708","page":"https://plannerfees.com/planners/lailaps-capital-l-l-c-281628/"},{"crd":306464,"name":"Lake Effect Wealth LLC","city":"Charlotte","state":"NC","fees":{"hourly":[200,300],"annual":[2000,20000]},"sourceSentences":{"annual":"Fees consist of an annual fixed fee between $2,000 to $20,000, divided up into quarterly payments.","hourly":"Project-Based Financial Planning engagements are offered at an hourly rate of $200.00 - $300.00 per hour, with a 10 hour minimum."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031168","page":"https://plannerfees.com/planners/lake-effect-wealth-llc-306464/"},{"crd":286175,"name":"Lake Hills Wealth Management, LLC","city":"Austin","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"For clients utilizing standalone financial planning and consulting services, and maintaining no assets under management with Lake Hills, we charge a fixed fee for our financial planning services based on the estimated time to deliver such financial planning services at an hourly rate of $250.00 per hour."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010620","page":"https://plannerfees.com/planners/lake-hills-wealth-management-llc-286175/"},{"crd":269941,"name":"Lake Park Advisors","city":"Johnson City","state":"TN","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Client may cancel any time during the planning process with no obligation. 7 Lake Park Advisors QUALIFIED PLAN CONSULTING SERVICES Advisor offers qualified plan consulting services to individuals for a negotiable hourly fee of $175, based on the complexity of the case for the consultation."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009240","page":"https://plannerfees.com/planners/lake-park-advisors-269941/"},{"crd":281657,"name":"Lake Road Advisors, LLC","city":"Corning","state":"NY","fees":{"flat":[3000,6000],"quarterly":[750,2000]},"sourceSentences":{"flat":"January 14, 2026 Comprehensive Financial Planning Only Comprehensive Financial Planning consists of an upfront fee of $3,000 - $6,000.","quarterly":"Concurrently, there is also an ongoing fee which is paid quarterly, in advance, at the rate of $750 - $2,000 per quarter."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003216","page":"https://plannerfees.com/planners/lake-road-advisors-llc-281657/"},{"crd":296761,"name":"Lake Street","city":"Chicago","state":"IL","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Lake Street’s financial consulting fees begin at $2,500 on a fixed fee basis and continue thereafter on an hourly basis between $100 -$300 depending upon the level and scope of the service(s) required and the professional(s) rendering the service."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023289","page":"https://plannerfees.com/planners/lake-street-296761/"},{"crd":327854,"name":"Lake Water Advisory, LLC","city":"Sarasota","state":"FL","fees":{"flat":[3200,8000]},"sourceSentences":{"flat":"Lake Water Advisory offers financial planning services for a fixed engagement fee ranging from $3,200 to $8,000 per engagement."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017901","page":"https://plannerfees.com/planners/lake-water-advisory-llc-327854/"},{"crd":167100,"name":"Lakeland Investor Services, Inc.","city":"Conneaut Lake","state":"PA","fees":{"flat":[295,695]},"sourceSentences":{"flat":"Retirement Planning Fee $695 flat fee w/ $295 retainer $295 annual updates À la carte Estate Planning Fees Estate Planning is an essential service for individuals seeking a formal review of their existing estate and the risks present for estate shrinkage (specific to federal and state tax liabilities) as well as…"},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058331","page":"https://plannerfees.com/planners/lakeland-investor-services-inc-167100/"},{"crd":173831,"name":"Lakeland Wealth Management LLC","city":"Memphis","state":"TN","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"FINANCIAL PLANNING and CONSULTING LWM charges a negotiable fixed fee of $1000 for financial planning."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035495","page":"https://plannerfees.com/planners/lakeland-wealth-management-llc-173831/"},{"crd":339602,"name":"Lakeline Financial","city":"Cedar Park","state":"TX","fees":{"hourly":[275,275],"annual":[1000,25000]},"sourceSentences":{"annual":"The fee range is flat, ranging from $1,000 to $25,000 annually.","hourly":"Our hourly rate is $275."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044996","page":"https://plannerfees.com/planners/lakeline-financial-339602/"},{"crd":343032,"name":"Lakepoint Wealth Partners","city":"Highland","state":"MI","fees":{"hourly":[150,350],"flat":[1000,15000],"quarterly":[3750,3750]},"sourceSentences":{"quarterly":"Since fees are billed quarterly in arrears, the annualized Page 7 amount is divided by four, resulting in a quarterly fee deduction of $3,750 ($15,000 / 4.) Advisory fees are billed quarterly in arrears and are calculated using the average daily balance of the account during the billing period.","hourly":"The hourly rate ranges from $150 to $350 per hour, depending on the scope and Page 8 complexity of the engagement.","flat":"Fixed fees generally range from $1,000 to $15,000, depending on the scope, size, and complexity of the client’s financial situation."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056122","page":"https://plannerfees.com/planners/lakepoint-wealth-partners-343032/"},{"crd":342587,"name":"Lakeport Advisors, LLC","city":"Tabor","state":"SD","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The Advisor also offers standalone financial planning services at an hourly rate of $150 per hour."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051869","page":"https://plannerfees.com/planners/lakeport-advisors-llc-342587/"},{"crd":343512,"name":"Lakeshore Private Office LLC","city":"Chicago","state":"IL","fees":{"hourly":[600,600],"flat":[5000,5000],"annual":[5000,5000]},"sourceSentences":{"annual":"For ongoing Private Markets Advisory and Monitoring Services, the Adviser charges an annual retainer fee of $5,000 for each annual service period, in addition to an annual fee based on assets under oversight.","flat":"The Adviser charges a minimum one-time fixed fee of $5,000 for Portfolio Architecture and Strategic Blueprint Services, subject Page 6 Form ADV Part 2A — Firm Brochure to adjustment based on the complexity of the engagement and as set forth in the applicable agreement.","hourly":"The Adviser charges $600 per hour for Strategic Counsel Services, including one-on-one strategic counsel for specialized diligence, portfolio architecture, investment research, or other private markets advisory matters provided by appointment or as otherwise agreed in writing."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059665","page":"https://plannerfees.com/planners/lakeshore-private-office-llc-343512/"},{"crd":104540,"name":"Lakeside Advisors Inc","city":"Seattle","state":"WA","fees":{"hourly":[250,250],"flat":[1000,1000]},"sourceSentences":{"flat":"We charge a flat fee for the service, which starts at $1,000.","hourly":"The fee varies depending on the complexity of the estate and is calculated at $250.00 per hour. 9|Page Payment of Advisory Fees:"},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041397","page":"https://plannerfees.com/planners/lakeside-advisors-inc-104540/"},{"crd":311120,"name":"Lakeside Planning","city":"Macungie","state":"PA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Project-Based Financial Planning Project-Based Financial Planning engagements are offered at an hourly rate of $400 per hour with a minimum engagement time of 2 hours."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012920","page":"https://plannerfees.com/planners/lakeside-planning-311120/"},{"crd":289377,"name":"Lakeview Financial Planning","city":"Shirley","state":"MA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"We offer both plan consultation and our internal portfolio management services on a fixed (retainer) fee basis; typically ranging 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the consulting services."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045412","page":"https://plannerfees.com/planners/lanier-asset-management-llc-150888/"},{"crd":152945,"name":"Lanier Financial Group LLC","city":"Athens","state":"GA","fees":{"hourly":[150,300],"flat":[450,450]},"sourceSentences":{"hourly":"The Firm has hourly rates ranging from $150-$300 per hour.","flat":"Our minimum initial planning fee is $450 and any unbilled hours will be held as a retainer for future services."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019449","page":"https://plannerfees.com/planners/lanier-financial-group-llc-152945/"},{"crd":150710,"name":"Lanning Financial Inc.","city":"Sandy","state":"UT","fees":{"flat":[500,500],"annual":[500,500]},"sourceSentences":{"annual":"Our firm requires a retainer of $500 of the ultimate financial planning or consulting fee at the time of signing.","flat":"For financial planning clients, five hundred dollars ($500) is payable in advance and the rest is due upon presentation of the plan."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007297","page":"https://plannerfees.com/planners/lanning-financial-inc-150710/"},{"crd":297573,"name":"Lantz Financial LLC","city":"Naperville","state":"IL","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"There is a minimum annual fee of $1,000 per plan."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009201","page":"https://plannerfees.com/planners/lantz-financial-llc-297573/"},{"crd":175223,"name":"Larchmont Wealth Advisors","city":"Lunenburg","state":"MA","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Types of Fees and Payment Schedule 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ranges between $2,500 -$25,000 on a flat dollar basis.","flat":"The fee for the Financial Plan Report ranges from $500 - $2,500 depending on the complexity of a client’s circumstances and the estimated difficulty in thoroughly assessing a client’s needs and objectives."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=961624","page":"https://plannerfees.com/planners/larson-wealth-management-llc-160847/"},{"crd":168272,"name":"Larson Wealth Management, LLC","city":"West Bend","state":"WI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly rate is $200."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023957","page":"https://plannerfees.com/planners/larson-wealth-management-llc-168272/"},{"crd":134604,"name":"Larson, Orlan Blaine","city":"Santa 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needs."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007139","page":"https://plannerfees.com/planners/laser-wealth-management-lc-188516/"},{"crd":153547,"name":"Lassiter Financial Advisors, LLC","city":"Marietta","state":"GA","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"Fees are negotiated at the time of the engagement for such services, with a maximum hourly rate of $225/hour."},"brochureDate":"3/17/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=823567","page":"https://plannerfees.com/planners/lassiter-financial-advisors-llc-153547/"},{"crd":307246,"name":"Lasting Wealth Principles, LLC","city":"Freehold","state":"NJ","fees":{"flat":[1000,3000],"quarterly":[750,2500]},"sourceSentences":{"quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in 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generally range from $300-$500 per month, based on the complexity and needs of the client.","flat":"Our fixed fees generally range between $200.00 and $5,000, depending upon the service requested and the complexity of the situation under consideration."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027387","page":"https://plannerfees.com/planners/laughter-financial-301316/"},{"crd":338414,"name":"Launch Wealth Management","city":"Waukesha","state":"WI","fees":{"hourly":[300,300],"flat":[2500,2500]},"sourceSentences":{"flat":"Fixed fees generally start at $2,500.","hourly":"Our hourly rate is $300."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046274","page":"https://plannerfees.com/planners/launch-wealth-management-338414/"},{"crd":172519,"name":"Laureate Wealth Management, LLC","city":"Glen 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initial year’s financial planning fee is $3,000 and is payable by check."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041652","page":"https://plannerfees.com/planners/law-associates-inc-105350/"},{"crd":317343,"name":"Law Office of Jamie Townsend","city":"Escondido","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Her current hourly rate is $300 for her own work and $50 for legal secretarial time performed by her staff."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=797033","page":"https://plannerfees.com/planners/law-office-of-jamie-townsend-317343/"},{"crd":133101,"name":"Lawrence Russell and Company","city":"Pasadena","state":"CA","fees":{"hourly":[150,150],"flat":[1450,3650]},"sourceSentences":{"flat":"Lawrence Russell and Company offers a comprehensive personal financial and investment planning service for an individual or family with fixed fee rates that range from $1,450 to $3,650.","hourly":"The current hourly rate is $150."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051723","page":"https://plannerfees.com/planners/lawrence-russell-and-company-133101/"},{"crd":321852,"name":"Layari Financial","city":"Brea","state":"CA","fees":{"flat":[500,10000],"annual":[7200,20000]},"sourceSentences":{"annual":"Annual fees typically range from $7,200 to $20,000.","flat":"Fixed fees typically range between $500 to $10,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021446","page":"https://plannerfees.com/planners/layari-financial-321852/"},{"crd":285136,"name":"Layline Advisors","city":"Rochester","state":"NY","fees":{"quarterly":[625,625]},"sourceSentences":{"quarterly":"The standard fixed fee will be billed in advance at a rate of $625.00 per quarter for the duration of the engagement."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000938","page":"https://plannerfees.com/planners/layline-advisors-285136/"},{"crd":327148,"name":"Layline Financial","city":"Sandpoint","state":"ID","fees":{"hourly":[350,350],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $10,000.","hourly":"Our hourly rate is $350-750."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005828","page":"https://plannerfees.com/planners/layline-financial-327148/"},{"crd":286172,"name":"Lazarow Wealth Management","city":"Tucson","state":"AZ","fees":{"hourly":[350,350],"flat":[2500,2500],"monthly":[600,600]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,500 and an ongoing fee that is paid monthly, in advance, at the rate of $600 per month.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,500 and an ongoing fee that is paid monthly, in advance, at the rate of $600 per month.","hourly":"Financial Planning fee is an hourly rate $350 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027398","page":"https://plannerfees.com/planners/lazarow-wealth-management-286172/"},{"crd":136323,"name":"Lazarus Financial Planning","city":"Durham","state":"NC","fees":{"annual":[18780,18780]},"sourceSentences":{"annual":"For new clients, the minimum annual fee is $18,780, regardless of net assets."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029848","page":"https://plannerfees.com/planners/lazarus-financial-planning-136323/"},{"crd":331286,"name":"LBK Financial LLC","city":"Whippany","state":"NJ","fees":{"hourly":[175,175],"flat":[500,5000]},"sourceSentences":{"hourly":"LBK Financial’s financial planning and consulting fees are negotiable, but generally are $175 on an hourly rate basis, and from $500 to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","flat":"LBK Financial’s financial planning and consulting fees are negotiable, but generally are $175 on an hourly rate basis, and from $500 to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012428","page":"https://plannerfees.com/planners/lbk-financial-llc-331286/"},{"crd":330543,"name":"LCM Financial","city":"Kingwood","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Lewis Caldwell Mitchell, Inc. charges a fixed fee of $300.00 per hour for financial planning and consulting services."},"brochureDate":"2/26/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=946574","page":"https://plannerfees.com/planners/lcm-financial-330543/"},{"crd":136596,"name":"LD Lowe Wealth Advisory","city":"Richardson","state":"TX","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our minimum hourly fee is $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033420","page":"https://plannerfees.com/planners/ld-lowe-wealth-advisory-136596/"},{"crd":175348,"name":"LDN Wealth, LLC","city":"Orlando","state":"FL","fees":{"hourly":[350,350],"flat":[1000,18000]},"sourceSentences":{"flat":"Fees for Advisory Services Initial Financial Planning Services LDN Wealth offers financial planning or consulting services on a fixed fee per engagement ranging from $1,000 to $18,000.","hourly":"LDN Wealth will estimate the approximate length of time based on an hourly rate of $350."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011542","page":"https://plannerfees.com/planners/ldn-wealth-llc-175348/"},{"crd":281302,"name":"Leach, Bickmore & Weiss Wealth Management, LLC","city":"Madison","state":"WI","fees":{"hourly":[300,300],"monthly":[1500,1500]},"sourceSentences":{"monthly":"Please note that the maximum monthly fee will be $1,500 for personal financial planning service, please see Item 5 for more information.","hourly":"Our firm charges $300 per hour of service rendered per employee."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052782","page":"https://plannerfees.com/planners/leach-bickmore-weiss-wealth-management-llc-281302/"},{"crd":332430,"name":"Leadership Financial Advisors, LLC","city":"Frisco","state":"TX","fees":{"hourly":[250,500],"flat":[1000,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $15,000.","hourly":"The negotiated hourly fee for these services is between $250 and $500. 6 Clients may terminate the agreement without penalty, for full refund of LFA’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011573","page":"https://plannerfees.com/planners/leadership-financial-advisors-llc-332430/"},{"crd":299608,"name":"Leatherback Investments LLC","city":"Lakewood","state":"NJ","fees":{"flat":[5000,15000],"monthly":[500,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $5,000 to $15,000, collected in advance (upon signing the Agreement).","monthly":"Investment Consulting Investment Consulting typically consists of an upfront charge that is based on complexity and the nature of work involved in the initial engagement and an ongoing fee that is paid monthly, in advance, at a rate ranging from $500 to $10,000 per month based on the complexity and needs of the…"},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017846","page":"https://plannerfees.com/planners/leatherback-investments-llc-299608/"},{"crd":107890,"name":"Leavell Investment Management, Inc.","city":"Mobile","state":"AL","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"There is a minimum $5,000 annual fee per relationship, although this minimum fee can be waived on a case-by-case basis."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043947","page":"https://plannerfees.com/planners/leavell-investment-management-inc-107890/"},{"crd":175089,"name":"Lebens Advisory Group LLC","city":"Lakeville","state":"MN","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"Fixed fees are billed at $2,000."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048931","page":"https://plannerfees.com/planners/lebens-advisory-group-llc-175089/"},{"crd":297139,"name":"Lebron Financial Services, Inc.","city":"Congers","state":"NY","fees":{"hourly":[300,300],"flat":[950,950],"annual":[600,600]},"sourceSentences":{"flat":"Other fees Lebron Financial Services, Inc. charges a flat fee of $950, (plus any travel expenses outside a 70mile radius) for Educational seminars/workshops pertaining to Employee Communications for Employee Benefit Plans including not limited to qualified retirement, profit sharing, and 401(k) Lebron Financial…","annual":"In most cases, our service fee is $600 annually for full-service administration for Plan Sponsors.","hourly":"Fees are charged at a minimum hourly rate of $300, calculated in 15-minute increments."},"brochureDate":"10/21/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=993993","page":"https://plannerfees.com/planners/lebron-financial-services-inc-297139/"},{"crd":129181,"name":"Lechner Associates","city":"North Attleboro","state":"MA","fees":{"hourly":[250,250],"monthly":[300,300]},"sourceSentences":{"monthly":"The average monthly fee is $300.","hourly":"FINANCIAL CONSULTATION Financial planning consultation, without wealth management, is offered at $250/hour for clients seeking financial advice on a specific financial circumstance going on in their life or for clients seeking investment advice and/or oversight on retirement or investment accounts managed by the…"},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018128","page":"https://plannerfees.com/planners/lechner-associates-129181/"},{"crd":332827,"name":"Leclair Wealth Partners","city":"Dublin","state":"OH","fees":{"flat":[5000,250000]},"sourceSentences":{"flat":"Clients that are receiving financial planning and consulting services only are charged a fixed fee ranging from $5,000 to $250,000, depending upon the complexity of a client’s plan and services provided."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056197","page":"https://plannerfees.com/planners/leclair-wealth-partners-332827/"},{"crd":291907,"name":"Ledgerplus Financial Services LLC","city":"Davie","state":"FL","fees":{"hourly":[75,150]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $75 and $150."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=518167","page":"https://plannerfees.com/planners/ledgerplus-financial-services-llc-291907/"},{"crd":109049,"name":"Ledgewood Wealth Advisors, LLC","city":"Exeter","state":"NH","fees":{"hourly":[100,250],"flat":[3000,15000]},"sourceSentences":{"hourly":"Hourly fees range from $100 to $250 per hour.","flat":"Fixed fees range from $3,000 to $15,000."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057807","page":"https://plannerfees.com/planners/ledgewood-wealth-advisors-llc-109049/"},{"crd":120725,"name":"Lee Financial Associates, Inc.","city":"Ellicott City","state":"MD","fees":{"hourly":[300,300],"flat":[500,1500]},"sourceSentences":{"flat":"Type Advisory Fee Payable Fixed Fee $500 $1,500 Payable upon receipt of invoice and completion of the services specified in the advisory agreement with Lee Financial or as agreed to separately Hourly Fee $300 per hour Payable upon receipt of invoice and completion of the services specified in the advisory agreement…","hourly":"Type Advisory Fee Payable Fixed Fee $500 $1,500 Payable upon receipt of invoice and completion of the services specified in the advisory agreement with Lee Financial or as agreed to separately Hourly Fee $300 per hour Payable upon receipt of invoice and completion of the services specified in the advisory agreement…"},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=941626","page":"https://plannerfees.com/planners/lee-financial-associates-inc-120725/"},{"crd":319537,"name":"Lee Financial Group","city":"Ladera Ranch","state":"CA","fees":{"flat":[1250,5000],"quarterly":[1250,5000]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of a one-time charge of $1,250 – $5,000, billed upon completion of the plan and an ongoing flat fee that is paid quarterly, in arrears, at the rate of $1,250 – $5,000 per quarter.","quarterly":"Ongoing Financial Planning Ongoing Financial Planning consists of a one-time charge of $1,250 – $5,000, billed upon completion of the plan and an ongoing flat fee that is paid quarterly, in arrears, at the rate of $1,250 – $5,000 per quarter."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011868","page":"https://plannerfees.com/planners/lee-financial-group-319537/"},{"crd":121803,"name":"Lee Financial Group, Inc.","city":"Columbia","state":"MD","fees":{"hourly":[150,450],"flat":[500,10000]},"sourceSentences":{"flat":"Type Advisory Fee Payable Fixed Fee $500 - $10,000 for Comprehensive Financial Plan Payable one-half (½) upon execution of the advisory agreement with Lee Financial Group, Inc. with balance due at presentation of financial plan, or as agreed to separately Hourly Fee $150 - $450 per hour Payable as invoiced upon…","hourly":"Type Advisory Fee Payable Fixed Fee $500 - $10,000 for Comprehensive Financial Plan Payable one-half (½) upon execution of the advisory agreement with Lee Financial Group, Inc. with balance due at presentation of financial plan, or as agreed to separately Hourly Fee $150 - $450 per hour Payable as invoiced upon…"},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026030","page":"https://plannerfees.com/planners/lee-financial-group-inc-121803/"},{"crd":136458,"name":"Lee R. Robinson & Associates","city":"Stockton","state":"CA","fees":{"flat":[1000,25000]},"sourceSentences":{"flat":"Planning fees range between $1,000 and $25,000 based upon the variables noted above."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010982","page":"https://plannerfees.com/planners/lee-r-robinson-associates-136458/"},{"crd":300649,"name":"Lee Slater + Associates","city":"New York","state":"NY","fees":{"hourly":[350,350],"annual":[1200,12000]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice services are $350 per hour, billed in fifteen minute increments.","annual":"Fee (Project/Event) We also offer our financial planning, investment consultation, and real-time planning services on a fixed-fee basis, typically ranging from $1,200 to $12,000 annually."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026150","page":"https://plannerfees.com/planners/lee-slater-associates-300649/"},{"crd":110517,"name":"Leelyn Smith, LLC","city":"Geneva","state":"IL","fees":{"hourly":[150,350],"flat":[500,5000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis, and from $150 to $350 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis, and from $150 to $350 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022403","page":"https://plannerfees.com/planners/leelyn-smith-llc-110517/"},{"crd":289361,"name":"Leetown Advisors","city":"Ankeny","state":"IA","fees":{"hourly":[99,99],"flat":[500,15000],"monthly":[49,1499]},"sourceSentences":{"monthly":"Comprehensive Financial Planning 8 Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in advance, at the rate of $49 $1,499 per month.","hourly":"Financial Planning engagements and projects can be provided at an hourly rate between $99 - 500 per hour, depending on complexity.","flat":"The fixed fee can range between $500 and $15,000."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012502","page":"https://plannerfees.com/planners/leetown-advisors-289361/"},{"crd":170348,"name":"Left Brain Wealth Management, LLC","city":"Naperville","state":"IL","fees":{"hourly":[600,600],"flat":[499,499]},"sourceSentences":{"hourly":"Financial planning fees will be billed at the rate of $600 per hour or a fixed fee mutually agreed upon by the client and LBWM.","flat":"Clients seeking to terminate this service must do so in writing. 401(k) Consultative Services Fess Clients are billed a one-time fee of $499.00 for this service, payable in full upon signing the agreement for this service."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059931","page":"https://plannerfees.com/planners/left-brain-wealth-management-llc-170348/"},{"crd":317112,"name":"Left Coast Investment Strategies LLC","city":"Seattle","state":"WA","fees":{"monthly":[150,800],"annual":[1800,9600]},"sourceSentences":{"annual":"In consideration for providing financial planning services and pursuant to the financial planning agreement, our firm charges an annual fixed fee ranging from $1,800 to $9,600, billed on a monthly basis at a rate of $150 to $800 per month.","monthly":"In consideration for providing financial planning services and pursuant to the financial planning agreement, our firm charges an annual fixed fee ranging from $1,800 to $9,600, billed on a monthly basis at a rate of $150 to $800 per month."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=934365","page":"https://plannerfees.com/planners/left-coast-investment-strategies-llc-317112/"},{"crd":147173,"name":"Legacy Advisory Services, LLC","city":"Exton","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The advisor's hourly fee will be billed at a rate of $250 per hour, but may be negotiated in 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$800."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019884","page":"https://plannerfees.com/planners/legacy-builders-financial-llc-289988/"},{"crd":340870,"name":"Legacy Capital Partners LLC","city":"Birmingham","state":"AL","fees":{"hourly":[250,400],"flat":[2500,10000]},"sourceSentences":{"hourly":"Financial Planning / Consulting Services (hourly, flat fee, or included in AUM for ongoing clients) – Hourly: $250–$400 per hour – Flat fee: $2,500–$10,000 (depending on scope) – Maximum/estimated hours will be stated in writing before work begins.","flat":"Financial Planning / Consulting Services (hourly, flat fee, or included in AUM for ongoing clients) – Hourly: $250–$400 per hour – Flat fee: $2,500–$10,000 (depending on scope) – Maximum/estimated hours will be stated in writing before work begins."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058266","page":"https://plannerfees.com/planners/legacy-capital-partners-llc-340870/"},{"crd":291960,"name":"Legacy Capital Wealth Partners, LLC","city":"Little Rock","state":"AR","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"Legacy Capital reserves the right to charge a financial planning fee greater than $10,000 based on factors that include, but are not limited to, the amount, type and nature of the Client’s assets and liabilities involved, the number of family members, travel commitments scope of work, and specific requests made by…"},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059462","page":"https://plannerfees.com/planners/legacy-capital-wealth-partners-llc-291960/"},{"crd":300873,"name":"Legacy Chief Financial Office, LLC","city":"Shenandoah","state":"TX","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Project-Based Financial Planning Project-Based Financial Planning is available at an hourly rate of $350 per hour for clients who do not require ongoing Comprehensive Financial Planning."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017404","page":"https://plannerfees.com/planners/legacy-chief-financial-office-llc-300873/"},{"crd":281027,"name":"Legacy Cornerstone Wealth LLC","city":"Peoria","state":"AZ","fees":{"hourly":[500,500],"flat":[1500,5000]},"sourceSentences":{"flat":"Fixed fees generally range from $1,500 to $5,000, depending upon the scope and complexity of the agreed-upon services.","hourly":"Estimates will be based upon a good faith estimate of the number of hours to complete the assignment multiplied by a mutually negotiated hourly rate not to exceed $500/hour, and re- evaluated at a later point."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058254","page":"https://plannerfees.com/planners/legacy-cornerstone-wealth-llc-281027/"},{"crd":328064,"name":"Legacy Edge Advisors","city":"Syosset","state":"NY","fees":{"hourly":[200,500],"flat":[2000,25000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,000 and $25,000.","hourly":"The negotiated hourly fee for these services is between $200 and $500."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028663","page":"https://plannerfees.com/planners/legacy-edge-advisors-328064/"},{"crd":152422,"name":"Legacy Estate Planning Group, Inc.","city":"Omaha","state":"NE","fees":{"hourly":[225,225],"quarterly":[500,800]},"sourceSentences":{"quarterly":"This consists of an initial upfront fee of between $750 and $3000 plus an ongoing quarterly fee between $500 and $800.","hourly":"One-time consulting services are offered based on an hourly fee of $225 per hour."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056626","page":"https://plannerfees.com/planners/legacy-estate-planning-group-inc-152422/"},{"crd":339526,"name":"Legacy Finance Group LLC","city":"Columbia Station","state":"OH","fees":{"hourly":[250,250],"flat":[1500,10000]},"sourceSentences":{"hourly":"Our hourly fees are $250 for financial advisors.","flat":"Flat fees generally range from $1,500 to $10,000."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000283","page":"https://plannerfees.com/planners/legacy-finance-group-llc-339526/"},{"crd":158675,"name":"Legacy Financial Advisors, Inc.","city":"Covington","state":"KY","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Legacy provides financial planning services, as described in Item 4, for a flat fee of $5,000, payable upon delivery to the client of the financial plan."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015586","page":"https://plannerfees.com/planners/legacy-financial-advisors-inc-158675/"},{"crd":314338,"name":"Legacy Financial Designs","city":"The Woodlands","state":"TX","fees":{"flat":[1000,10000],"monthly":[425,2000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge ranging from $1,000 to $10,000.","monthly":"Concurrently, we charge an ongoing flat fee that is paid monthly in arrears, at the rate between $425-$2,000 per month, based on complexity and needs of the client."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056579","page":"https://plannerfees.com/planners/legacy-financial-designs-314338/"},{"crd":154927,"name":"Legacy Financial Group","city":"Des Moines","state":"IA","fees":{"hourly":[150,250],"flat":[600,2000]},"sourceSentences":{"hourly":"The Adviser charges clients a range of $150 - $250 an hour for financial planning and consulting services.","flat":"Generally, projects fall within a 4-to-8-hour range which is $600-$2000 per engagement."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024393","page":"https://plannerfees.com/planners/legacy-financial-group-154927/"},{"crd":283553,"name":"Legacy Financial Strategies, LLC","city":"Overland Park","state":"KS","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Additional planning and consulting services are billed at the rate of $250.00 per hour, or a negotiated fee based upon the complexity and unique needs of the client."},"brochureDate":"7/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052448","page":"https://plannerfees.com/planners/legacy-financial-strategies-llc-283553/"},{"crd":134797,"name":"Legacy Group","city":"Tyler","state":"TX","fees":{"hourly":[200,200],"flat":[300,600]},"sourceSentences":{"flat":"Portfolio MRI® Services Each prospective client has a Portfolio MRI® prepared for them for a one-time flat fee which ranges from $300.00 to $600.00.","hourly":"The standard fee is $200 per hour."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015542","page":"https://plannerfees.com/planners/legacy-group-134797/"},{"crd":284863,"name":"Legacy One Wealth Management","city":"Jamestown","state":"NC","fees":{"hourly":[100,500],"flat":[250,2500]},"sourceSentences":{"hourly":"A negotiable hourly rate of $100 to $500 per hour or a fixed fee ranging from $250.00 - $2,500.00 depending on the complexity of the plan and other factors related to the client’s situation.","flat":"A negotiable hourly rate of $100 to $500 per hour or a fixed fee ranging from $250.00 - $2,500.00 depending on the complexity of the plan and other factors related to the client’s situation."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043397","page":"https://plannerfees.com/planners/legacy-one-wealth-management-284863/"},{"crd":137025,"name":"Legacy Partners Financial Group, LLC","city":"Woodstock","state":"GA","fees":{"quarterly":[90,375]},"sourceSentences":{"quarterly":"The annual fee for those “passively managed indirect accounts” is $90/quarter and for “actively managed indirect accounts” the fees are $375/quarter."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056373","page":"https://plannerfees.com/planners/legacy-partners-financial-group-llc-137025/"},{"crd":327568,"name":"Legacy Path Advisors LLC","city":"Gallatin","state":"TN","fees":{"hourly":[400,400],"quarterly":[199,249],"annual":[4500,4500]},"sourceSentences":{"quarterly":"The planning fee is $199 per quarter for an individual and $249 per quarter for a couple.","annual":"The annual management fee is therefore $4,500 per year for any client with between $500,000 and $2,000,000 under the firm's management.","hourly":"Page 9 of 24 Legacy Path Advisors, LLC | Form ADV Part 2A and Part 2B The firm's hourly rate is $400."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058918","page":"https://plannerfees.com/planners/legacy-path-advisors-llc-327568/"},{"crd":158700,"name":"Legacy Planning Advisors, LLC","city":"Arlington","state":"VA","fees":{"hourly":[270,270],"annual":[2500,2500]},"sourceSentences":{"hourly":"Follow-on implementation work is billed separately at the rate of $270 per hour.","annual":"The minimum annual fee is $2,500.00 and may range as high as $10,000.00 depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024332","page":"https://plannerfees.com/planners/legacy-planning-advisors-llc-158700/"},{"crd":323360,"name":"Legacy Solutions, LLC","city":"Kennett 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plan."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049071","page":"https://plannerfees.com/planners/legacy-springs-advisors-llc-166831/"},{"crd":127758,"name":"Legacy Wealth Advisors, LLC","city":"San Jose","state":"CA","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Financial Planning & Consulting Financial planning and business & real estate consulting services can be provided for a fixed fee starting at $2,500 per engagement, based on the complexity of the project and will be agreed upon in advance and will be stated in the written agreement that the client signs, or on an…"},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021401","page":"https://plannerfees.com/planners/legacy-wealth-advisors-llc-127758/"},{"crd":159646,"name":"Legacy Wealth Advisors, LLC","city":"Tucker","state":"GA","fees":{"hourly":[250,250],"flat":[250,250]},"sourceSentences":{"hourly":"The Firm assesses an hourly rate of $250 an hour for consulting related services and/or modular financial planning.","flat":"The minimum hourly planning fee is $250."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037596","page":"https://plannerfees.com/planners/legacy-wealth-advisors-llc-159646/"},{"crd":281810,"name":"Legacy Wealth Advisors, LLC","city":"Clinton Township","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND CONSULTING LWA charges an hourly fee of $250.00 per hour for financial planning."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020037","page":"https://plannerfees.com/planners/legacy-wealth-advisors-llc-281810/"},{"crd":340152,"name":"Legacy Wealth 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hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013515","page":"https://plannerfees.com/planners/legacy-wealth-management-inc-306557/"},{"crd":322883,"name":"Legacy Wealth Planning","city":"Bethalto","state":"IL","fees":{"hourly":[250,250],"annual":[1750,36000]},"sourceSentences":{"annual":"The fee range is flat, ranging from $1,750 to $36,000 annually.","hourly":"Financial Planning engagements are offered at a rate of $250 per hour."},"brochureDate":"3/17/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=953791","page":"https://plannerfees.com/planners/legacy-wealth-planning-322883/"},{"crd":327818,"name":"Legacy Wealth Planning Group","city":"Tampa","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010476","page":"https://plannerfees.com/planners/legacy-wealth-planning-group-327818/"},{"crd":332997,"name":"Legacybridge Wealth Management, LLC","city":"Savannah","state":"GA","fees":{"hourly":[450,450],"annual":[3000,10000]},"sourceSentences":{"annual":"Base Tier: $3,000 annually Mid Tier: $5,000 annually Premium Tier: $10,000 annually 7 Hourly Fees For specific projects or services outside the scope of the annual financial planning agreement, Adviser charges $450 per hour, billed in 15-minute increments.","hourly":"Base Tier: $3,000 annually Mid Tier: $5,000 annually Premium Tier: $10,000 annually 7 Hourly Fees For specific projects or services outside the scope of the annual financial planning agreement, Adviser charges $450 per hour, billed in 15-minute increments."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042601","page":"https://plannerfees.com/planners/legacybridge-wealth-management-llc-332997/"},{"crd":152749,"name":"Legatrust Financial Advisors, Inc.","city":"Saint Louis","state":"MO","fees":{"flat":[4500,20000],"annual":[4500,4500]},"sourceSentences":{"flat":"Flat fees range from $4,500 to $20,000.","annual":"The minimum annual fee is $4,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032897","page":"https://plannerfees.com/planners/legatrust-financial-advisors-inc-152749/"},{"crd":108207,"name":"Legend Financial Advisors Inc","city":"Pittsburgh","state":"PA","fees":{"hourly":[100,300],"flat":[500,10000],"annual":[5000,5000]},"sourceSentences":{"flat":"Generally, annual financial planning can range between $500 - $10,000.","hourly":"Investment Coordinator: $300.00 per hour $150.00 per hour $150.00 per hour $100.00 per hour $100.00 per hour $100.00 per hour - Page 10 - Administrative:","annual":"Generally, Legend accepts clients with a minimum annual fee of $5,000.00."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025006","page":"https://plannerfees.com/planners/legend-financial-advisors-inc-108207/"},{"crd":322476,"name":"Legion Private Wealth Management","city":"Ellensburg","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly engagements will be assessed a fee based on the time spent rendering the agreed upon services at a rate of $300 per hour."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041156","page":"https://plannerfees.com/planners/legion-private-wealth-management-322476/"},{"crd":331204,"name":"Legs Financial","city":"Greensboro","state":"NC","fees":{"flat":[3600,6000],"annual":[7200,16000]},"sourceSentences":{"annual":"The Ascent $7,200 The Summit $10,800 The Expedition $16,000 Annual fees range from $7,200 to $16,000.","flat":"Map Tier Fee Project Map — Level 1 $3,600 Project Map — Level 2 $4,800 Project Map — Level 3 $6,000 Project Map engagements are scoped at the time of engagement based on planning complexity and the client’s specific needs."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021273","page":"https://plannerfees.com/planners/legs-financial-331204/"},{"crd":326909,"name":"Leh Advisors LLC","city":"Brooklyn","state":"NY","fees":{"hourly":[500,500],"annual":[10000,10000]},"sourceSentences":{"annual":"Thereafter, we charge a recurring fixed fee for Ongoing Financial Planning, typically $10,000 annually for noncomplex planning situations.","hourly":"When charging an hourly fee, our hourly rate is typically $500."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046802","page":"https://plannerfees.com/planners/leh-advisors-llc-326909/"},{"crd":171967,"name":"Leicht Financial Planning and Wealth Management","city":"Parsippany","state":"NJ","fees":{"flat":[1000,1800]},"sourceSentences":{"flat":"Fixed fees range from $1,000 to $1,800 and are not negotiable."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035505","page":"https://plannerfees.com/planners/leicht-financial-planning-and-wealth-management-171967/"},{"crd":294223,"name":"Lelah Financial, LLC","city":"Riverwoods","state":"IL","fees":{"flat":[4388,4388],"monthly":[99,99]},"sourceSentences":{"monthly":"The first is a total fee of $2,288 with $500 due upon signing our engagement letter, $500 due upon delivery of the financial plan and $99 per month paid every month for an additional 12 months after the delivery of the plan.","flat":"Income tax planning The second tier of broad-based financial planning includes a total fee of $4,388 with $1,000 due upon signing our engagement letter, $1,000 due upon delivery of the financial plan and $199 per month paid every month for an additional 12 months after the delivery of the plan."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030814","page":"https://plannerfees.com/planners/lelah-financial-llc-294223/"},{"crd":340137,"name":"Lemnis Capital","city":"Richardson","state":"TX","fees":{"flat":[2000,5000],"monthly":[30,30]},"sourceSentences":{"flat":"One-time financial planning services are provided for a fixed fee ranging from $2,000 to $5,000 based on the scope and complexity of the engagement.","monthly":"Core Membership Fee: $30 per month Billing Frequency:"},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059870","page":"https://plannerfees.com/planners/lemnis-capital-340137/"},{"crd":162212,"name":"Lemuel James Financial","city":"San Antonio","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $150 per hour, but may be negotiated in advance."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045197","page":"https://plannerfees.com/planners/lemuel-james-financial-162212/"},{"crd":143249,"name":"Lenet Financial Resources, LLC","city":"N. 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Advisor."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033370","page":"https://plannerfees.com/planners/lentz-advisors-335553/"},{"crd":321165,"name":"Leonard Advisory Group LLC","city":"Saint Joseph","state":"MI","fees":{"hourly":[200,500],"flat":[500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $10,000.","hourly":"The negotiated hourly fee for these services is between $200 and $500."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058291","page":"https://plannerfees.com/planners/leonard-advisory-group-llc-321165/"},{"crd":116712,"name":"Leonard Investment Advisors Inc.","city":"Oklahoma City","state":"OK","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"The minimum fee is $20,000 per year, with a basis point fee range of 25 to 125 basis points on the total amount of assets under consultation."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033675","page":"https://plannerfees.com/planners/leonard-investment-advisors-inc-116712/"},{"crd":116891,"name":"Leonard Rickey Investment Advisors, P.L.L.C.","city":"Yakima","state":"WA","fees":{"hourly":[50,300],"flat":[250,2000],"monthly":[100,500]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $250 to $2,000 on a fixed fee basis or from $50 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.","hourly":"These fees are negotiable, but generally range from $250 to $2,000 on a fixed fee basis or from $50 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.","monthly":"Clients will be charged an annual fixed fee ranging from $100 to $500 per month, based in part on the amount of assets, number of accounts, and the complexity of the assets being monitored."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018354","page":"https://plannerfees.com/planners/leonard-rickey-investment-advisors-p-l-l-c-116891/"},{"crd":156328,"name":"Leppla Capital Management LLC","city":"San Francisco","state":"CA","fees":{"hourly":[250,450],"flat":[3000,10000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $3,000 and $10,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250 and $450."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=604634","page":"https://plannerfees.com/planners/leppla-capital-management-llc-156328/"},{"crd":110090,"name":"Lesjak Planning, LLC","city":"Westlake","state":"OH","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The fee rate is $150 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029167","page":"https://plannerfees.com/planners/lesjak-planning-llc-110090/"},{"crd":128202,"name":"Leslie Global Wealth, LLC","city":"Itasca","state":"IL","fees":{"hourly":[125,500],"flat":[500,25000]},"sourceSentences":{"flat":"Flat fees generally range from $500 to $25,000.","hourly":"Our hourly fees range from $125 to $500."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021133","page":"https://plannerfees.com/planners/leslie-global-wealth-llc-128202/"},{"crd":126274,"name":"Leslie Marie Giordano","city":"Garden City","state":"NY","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Giordano is compensated on an hourly basis at $200.00 per hour for financial planning services."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049324","page":"https://plannerfees.com/planners/leslie-marie-giordano-126274/"},{"crd":171753,"name":"Lestna Retirement, LLC","city":"Chicago","state":"IL","fees":{"hourly":[350,350],"flat":[10000,18000],"annual":[10000,10000]},"sourceSentences":{"annual":"The annual fee for ongoing financial planning typically starts at $10,000 and may vary depending on the complexity of the client’s financial situation, scope of services, and level of engagement required.","flat":"LESTNA RETIREMENT FORM ADV PART 2B Page 7 of 21 One-Time Comprehensive Financial Plan LR may provide a one-time financial planning engagement for a fixed fee, typically ranging from $10,000 to $18,000 depending on the complexity and scope of the engagement.","hourly":"If the engagement is terminated prior to completion, fees will be calculated based on an hourly rate of $350."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057154","page":"https://plannerfees.com/planners/lestna-retirement-llc-171753/"},{"crd":305944,"name":"Letteney Financial Advisory, LLC","city":"Waldoboro","state":"ME","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning clients will be billed hourly at $250 an hour, or at a set price for all services rendered."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028248","page":"https://plannerfees.com/planners/letteney-financial-advisory-llc-305944/"},{"crd":287811,"name":"Levatus LLC","city":"Boston","state":"MA","fees":{"annual":[10000,250000]},"sourceSentences":{"annual":"Wealth advisory fees may be charged as a flat engagement fee ranging from $10,000 to $250,000 annually, or based on the market value of assets under management on June 30th and December 31st."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044173","page":"https://plannerfees.com/planners/levatus-llc-287811/"},{"crd":110641,"name":"Level Financial Advisors, Inc.","city":"East Amherst","state":"NY","fees":{"hourly":[240,480],"quarterly":[1500,1500],"annual":[28000,28000]},"sourceSentences":{"quarterly":"0.3 percent of the amount above $10,000,000.00 For clients with less than $525,000 in assets, the firm may charge a minimum fee of $1,500 per quarter. 12 Form ADV - Part 2A One-quarter of our annual fee is collected from a portfolio in January, April, July, and October.","annual":"If their account remained at exactly the same value all year, their annual fee would be $28,000 (0.8 percent on an annual percentage basis).","hourly":"Further, for some legacy clients who were charged hourly rates in previous engagements, before the creation of our current services, we offer hourly financial planning for fees that range from $240 to $480 per hour, depending on which advisor a client engages."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057004","page":"https://plannerfees.com/planners/level-financial-advisors-inc-110641/"},{"crd":289967,"name":"Level Up Financial Planning, 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transfer, or through a secure third-party payment electronic payment processor."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030533","page":"https://plannerfees.com/planners/leverage-financial-advisory-299507/"},{"crd":310258,"name":"Leverty Financial Group, LLC","city":"Hudson","state":"WI","fees":{"flat":[250,25000]},"sourceSentences":{"flat":"We charge flat fees ranging from $500 to $25,000 and hourly fees ranging between $250 and $500 for financial planning and consulting services, which are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003328","page":"https://plannerfees.com/planners/leverty-financial-group-llc-310258/"},{"crd":133236,"name":"Levin Financial 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Wallensky Associates","city":"Los Angeles","state":"CA","fees":{"hourly":[250,450],"flat":[1500,7500]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged in one of two ways: * On an hourly basis, ranging from $250 to $450 per hour.","flat":"Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship; or * On a fixed fee basis, typically ranging from $1,500 to $7,500, depending on the specific arrangement…"},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047007","page":"https://plannerfees.com/planners/lewis-m-wallensky-associates-136489/"},{"crd":289065,"name":"Lewis Wealth Management, LLC","city":"Carmel","state":"IN","fees":{"flat":[6000,6000],"annual":[2400,2400]},"sourceSentences":{"annual":"Ongoing Financial Planning Ongoing Financial Planning consists of an annual fee of $2,400 per year.","flat":"Additionally, Lewis Wealth Management, LLC also charges a flat annual advisory fee of $6,000."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999964","page":"https://plannerfees.com/planners/lewis-wealth-management-llc-289065/"},{"crd":287930,"name":"Lexington Capital, LLC","city":"Marion","state":"IA","fees":{"flat":[250,250]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is $250."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056404","page":"https://plannerfees.com/planners/lexington-capital-llc-287930/"},{"crd":153273,"name":"Lexion Capital Management LP","city":"New York","state":"NY","fees":{"hourly":[1000,1000]},"sourceSentences":{"hourly":"On an hourly basis, typically $1,000.00 per hour, depending on the nature and complexity of each client’s circumstances."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029830","page":"https://plannerfees.com/planners/lexion-capital-management-lp-153273/"},{"crd":325200,"name":"Lexus Wealth Management","city":"Omaha","state":"NE","fees":{"flat":[700,20000]},"sourceSentences":{"flat":"The minimum fixed fee is generally $700, and the maximum fixed fee is generally no more than $20,000."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000496","page":"https://plannerfees.com/planners/lexus-wealth-management-325200/"},{"crd":153391,"name":"LFS RIA, LLC","city":"Dallas","state":"TX","fees":{"annual":[1500,1500]},"sourceSentences":{"annual":"The minimum initial fee is $3,000 and the minimum fee for ongoing review is $1,500 per year."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052934","page":"https://plannerfees.com/planners/lfs-ria-llc-153391/"},{"crd":338553,"name":"Lgbtq Wealth Planning LLC","city":"Austin","state":"TX","fees":{"hourly":[250,250],"annual":[20000,20000]},"sourceSentences":{"annual":"In such cases, LGBTQWP may agree with the client on a negotiated annual flat fee, which will not exceed $20,000 per client household.","hourly":"One Time Engagement Hourly Flat Fee Individual $200 Couple $250 Hourly fees are billed based on an estimated scope of work established prior to the start of services."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012122","page":"https://plannerfees.com/planners/lgbtq-wealth-planning-llc-338553/"},{"crd":111575,"name":"LGT Financial Advisors LLC","city":"Dallas","state":"TX","fees":{"hourly":[350,395]},"sourceSentences":{"hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $3,000 to $20,000 on an annual fixed fee basis, and between $350 to $395 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017451","page":"https://plannerfees.com/planners/lgt-financial-advisors-llc-111575/"},{"crd":331924,"name":"Li Wealth Management Inc","city":"Melville","state":"NY","fees":{"hourly":[250,250],"flat":[7500,7500]},"sourceSentences":{"flat":"Ongoing Financial Planning LIWM collects an initial fee, no greater than $7,500.","hourly":"Our hourly rate is $250."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014830","page":"https://plannerfees.com/planners/li-wealth-management-inc-331924/"},{"crd":329965,"name":"Liberated Financial","city":"Denver","state":"CO","fees":{"hourly":[300,300],"annual":[8000,10000]},"sourceSentences":{"annual":"Between $8,000 and $10,000 per year*","hourly":"Consultation/Financial Coaching Services Liberated Financial charges an hourly fee of $300 per hour based on complexity and unique Client needs for consultation services."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052309","page":"https://plannerfees.com/planners/liberated-financial-329965/"},{"crd":157769,"name":"Libertas Wealth Management Group, Inc.","city":"Columbus","state":"OH","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"In such cases, we will be compensated for work performed through the date of termination at an hourly rate of $350."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055165","page":"https://plannerfees.com/planners/libertas-wealth-management-group-inc-157769/"},{"crd":281233,"name":"Liberty Advisers Inc.","city":"Lincoln","state":"NE","fees":{"hourly":[75,75],"flat":[750,2500]},"sourceSentences":{"flat":"COMPREHENSIVE PLANS Financial Planning Services are offered based on a flat fee between $750 and $2,500.","hourly":"MODULAR PLANNING Financial Planning Services are offered based on an hourly fee of $75 per hour."},"brochureDate":"12/2/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=931750","page":"https://plannerfees.com/planners/liberty-advisers-inc-281233/"},{"crd":142094,"name":"Liberty Asset 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services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031365","page":"https://plannerfees.com/planners/liberty-financial-group-inc-111272/"},{"crd":115024,"name":"Liberty Financial Planning, Inc.","city":"Canton","state":"MI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Liberty charges an hourly rate of $200 for its Financial Planning Services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034685","page":"https://plannerfees.com/planners/liberty-financial-planning-inc-115024/"},{"crd":340888,"name":"Liberty Point Financial LLC","city":"Syracuse","state":"UT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"For Clients not engaged for wealth management services, the Advisor also offers stand-alone financial planning services at an hourly rate of $250 per hour."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051673","page":"https://plannerfees.com/planners/liberty-point-financial-llc-340888/"},{"crd":332476,"name":"Liberty Square Wealth Partners LLC","city":"Bethlehem","state":"PA","fees":{"hourly":[300,300],"flat":[500,2500]},"sourceSentences":{"hourly":"The maximum hourly fee for finacical planning services is $300.","flat":"Fixed fees range from $500 to $2,500."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007517","page":"https://plannerfees.com/planners/liberty-square-wealth-partners-llc-332476/"},{"crd":286001,"name":"Liberty Wealth Management, LLC","city":"Oakland","state":"CA","fees":{"flat":[3500,3500],"quarterly":[875,875],"annual":[500,500]},"sourceSentences":{"annual":"Advisers offering impersonal investment advice paid less than $500 per year do not 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service."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=929784","page":"https://plannerfees.com/planners/libra-investment-advisors-inc-333647/"},{"crd":288098,"name":"Libra Wealth LLC","city":"Los Gatos","state":"CA","fees":{"hourly":[100,450]},"sourceSentences":{"hourly":"If a Client chooses to engage the Advisor for ad-hoc financial planning services after the completion of the initial plan, the Advisor will charge an hourly fee at a rate ranging from $100 to $450 per hour."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059940","page":"https://plannerfees.com/planners/libra-wealth-llc-288098/"},{"crd":148573,"name":"Life Advisors Financial Planning and Wealth Management, LLC","city":"Munfordville","state":"KY","fees":{"hourly":[125,225]},"sourceSentences":{"hourly":"On an hourly basis, ranging from $125 to $225 per hour, depending on the nature and complexity of each client's circumstances, and the individual performing the service(s). 2."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024405","page":"https://plannerfees.com/planners/life-advisors-financial-planning-and-wealth-management-llc-148573/"},{"crd":288358,"name":"Life After Grief Financial Planning","city":"Orlando","state":"FL","fees":{"hourly":[250,1000],"flat":[1500,15000],"monthly":[150,1250]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge between $1,500 - $15,000 and an ongoing fee that is paid monthly, in advance, at a rate between $150 -$1,250 per month based on complexity.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge between $1,500 - $15,000 and an ongoing fee that is paid monthly, in advance, at a rate between $150 -$1,250 per month based on complexity.","hourly":"Financial Planning fee is an hourly rate between $250 - $1000 per hour, depending on complexity."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=525846","page":"https://plannerfees.com/planners/life-after-grief-financial-planning-288358/"},{"crd":301816,"name":"Life By Design Investment Advisory Services","city":"Dana Point","state":"CA","fees":{"flat":[6000,25000],"annual":[6000,25000]},"sourceSentences":{"annual":"Ongoing Financial Planning Ongoing Financial Planning has an annual fee of $6,000 to $25,000 that is paid monthly or quarterly in advance.","flat":"The fixed fee can range between $6,000.00 and $25,000.00."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026641","page":"https://plannerfees.com/planners/life-by-design-investment-advisory-services-301816/"},{"crd":321261,"name":"Life Moves Wealth Management","city":"Scottsdale","state":"AZ","fees":{"hourly":[300,300],"flat":[250,1800],"annual":[3600,12000]},"sourceSentences":{"annual":"We charge a fixed fee for this service ranging from $3,600-$12,000 annually.","flat":"The one time fee for this service ranges from $250 - $1,800.","hourly":"Our hourly rate is $300."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010603","page":"https://plannerfees.com/planners/life-moves-wealth-management-321261/"},{"crd":129338,"name":"Life Planning Partners, Inc.","city":"Jacksonville","state":"FL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"We charge an hourly fee for advisory consulting services of $200."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004763","page":"https://plannerfees.com/planners/life-planning-partners-inc-129338/"},{"crd":311676,"name":"Life Stage Investing, LLC","city":"Atlantic","state":"NC","fees":{"monthly":[400,500],"annual":[4800,6000]},"sourceSentences":{"annual":"Gold Platinum $4,800.00 per year $6,000.00 per year $400.00 per month $500.00 per month Fees for ongoing financial planning are negotiable and are due monthly in advance.","monthly":"Gold Platinum $4,800.00 per year $6,000.00 per year $400.00 per month $500.00 per month Fees for ongoing financial planning are negotiable and are due monthly in advance."},"brochureDate":"6/2/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=980529","page":"https://plannerfees.com/planners/life-stage-investing-llc-311676/"},{"crd":319662,"name":"Life Story Financial","city":"Arvada","state":"CO","fees":{"flat":[4000,7500],"monthly":[300,550]},"sourceSentences":{"flat":"The fixed fee generally ranges from $4,000 to $7,500, depending on the complexity of the Client’s financial circumstances, the scope of services requested, and the level of analysis required.","monthly":"The ongoing fee is billed monthly in arrears at a rate generally ranging from $300 to $550 per month, depending on the Client’s circumstances, service needs, and complexity."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054155","page":"https://plannerfees.com/planners/life-story-financial-319662/"},{"crd":167732,"name":"Life Strategies, Inc.","city":"Cardiff","state":"CA","fees":{"flat":[500,3000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $3,000."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055588","page":"https://plannerfees.com/planners/life-strategies-inc-167732/"},{"crd":332925,"name":"Life Strategy Partners","city":"Tucson","state":"AZ","fees":{"hourly":[250,750],"flat":[1500,1500]},"sourceSentences":{"flat":"The fixed fee can range between $1,500 and 13 $75,000 depending on complexity.","hourly":"Financial Planning fee is an hourly rate between $250 and $750 per hour, depending on complexity."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038319","page":"https://plannerfees.com/planners/life-strategy-partners-332925/"},{"crd":152270,"name":"Life's Business, Inc.","city":"Atlanta","state":"GA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Hourly rates for planning consultations are $400/hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034523","page":"https://plannerfees.com/planners/life-s-business-inc-152270/"},{"crd":291165,"name":"Lifecare Retirement Solutions Inc.","city":"New Castle","state":"IN","fees":{"hourly":[250,250],"flat":[1000,1000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Financial plans are billed an initial $1,000 or if Client chooses the hourly rate and the total fee is less than $1,000, Client will pay half of the total amount due."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055860","page":"https://plannerfees.com/planners/lifecare-retirement-solutions-inc-291165/"},{"crd":329797,"name":"Lifecraft Wealth Management","city":"Sunrise","state":"FL","fees":{"hourly":[250,250],"flat":[500,4000]},"sourceSentences":{"hourly":"Hourly fees range up $250 per hour.","flat":"Fixed fees range from $500 to $4,000."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047756","page":"https://plannerfees.com/planners/lifecraft-wealth-management-329797/"},{"crd":290250,"name":"Lifecycle Financial Planners Inc.","city":"Bloomfield Hills","state":"MI","fees":{"flat":[5500,10000],"annual":[10000,50000]},"sourceSentences":{"annual":"CORE Retainers CORE Wealth Building Retainer $10,000 - $50,000.","flat":"Retainers $5,500 - $10,000. ............... ................................................."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023434","page":"https://plannerfees.com/planners/lifecycle-financial-planners-inc-290250/"},{"crd":331242,"name":"Lifefirst Wealth, LLC","city":"Huntsville","state":"AL","fees":{"hourly":[250,250],"annual":[7500,7500]},"sourceSentences":{"annual":"LFW’s maximum fee is $7,500 annually.","hourly":"Our hourly rate is $250."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025066","page":"https://plannerfees.com/planners/lifefirst-wealth-llc-331242/"},{"crd":136020,"name":"Lifefocus Financial Advisors, LLC","city":"Walla Walla","state":"WA","fees":{"hourly":[275,275],"annual":[6500,6500]},"sourceSentences":{"annual":"In this situation, a client may opt for a flat fee of $6,500 annually, billed in quarterly installments of $1,625.","hourly":"Hourly fee services are offered based on an hourly fee of $275 per hour."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048551","page":"https://plannerfees.com/planners/lifefocus-financial-advisors-llc-136020/"},{"crd":130082,"name":"Lifegoals Financial Group","city":"Owosso","state":"MI","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"All financial planning fees are charged at an hourly rate of $225 or set at a fixed amount depending on the client’s needs and scope of the engagement."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009150","page":"https://plannerfees.com/planners/lifegoals-financial-group-130082/"},{"crd":284842,"name":"Lifeguide Financial Advisors, LLC","city":"Mechanicsburg","state":"PA","fees":{"annual":[4800,4800]},"sourceSentences":{"annual":"The minimum combined Planning, Coaching, and Advice Fee paid via a fixed monthly fee and the Planning, Coaching, and Advice portion of the fee charged as a percentage of assets under direct management for services provided under the Signature program is $4,800 per year."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057834","page":"https://plannerfees.com/planners/lifeguide-financial-advisors-llc-284842/"},{"crd":332992,"name":"Lifelaidout LLC","city":"Vienna","state":"VA","fees":{"hourly":[500,500],"flat":[6000,6000],"annual":[6000,6000]},"sourceSentences":{"annual":"The fee ranges from $6,000 to $50,000, subject to minimum annual fees of $6,000 for individuals, $8,000 for couples, and $10,000 for small business owners.","flat":"Individual Client with Assets < $400,000 An individual client subject to the minimum Comprehensive Financial Planning Fee of $6,000, and assets to be managed by lifelaidout of $350,000 would have the following fees:","hourly":"The refund or additional amount due will be calculated based on an hourly rate of $500/hour. 15"},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003998","page":"https://plannerfees.com/planners/lifelaidout-llc-332992/"},{"crd":336441,"name":"Lifelong Advisory Corp","city":"New Hope","state":"PA","fees":{"flat":[1000,100000]},"sourceSentences":{"flat":"Our flat fee ranges between $1,000 and $100,000. *The fee charged generally does not exceed a flat fee of $100,000."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058811","page":"https://plannerfees.com/planners/lifelong-advisory-corp-336441/"},{"crd":158324,"name":"Lifelong Investment Management Services LLC","city":"Wailuku","state":"HI","fees":{"hourly":[200,200],"flat":[450,10000]},"sourceSentences":{"hourly":"The rate is $200 per hour.","flat":"The range of a personal financial plan depends on the complexity and needs and range from $450 to $10,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=963747","page":"https://plannerfees.com/planners/lifelong-investment-management-services-llc-158324/"},{"crd":156548,"name":"Lifeplan Financial Services, LP","city":"Kingwood","state":"TX","fees":{"hourly":[275,275],"flat":[2475,5500]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $2,475 and $5,500.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $275."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011128","page":"https://plannerfees.com/planners/lifeplan-financial-services-lp-156548/"},{"crd":136981,"name":"Lifeplan Financial, LLC","city":"Mankato","state":"MN","fees":{"hourly":[125,300]},"sourceSentences":{"hourly":"Consulting fees will be charged on an hourly basis, ranging from $125 - $300 per hour, depending on the nature and complexity of each client's circumstances, as well as the individual conducting the work."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011677","page":"https://plannerfees.com/planners/lifeplan-financial-llc-136981/"},{"crd":296911,"name":"Lifepoint Planning","city":"Schaumburg","state":"IL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Upon termination of the account, any unearned fee will be refunded to the client. 9 Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $500 per hour, depending on complexity."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009832","page":"https://plannerfees.com/planners/lifepoint-planning-296911/"},{"crd":325322,"name":"Lifeproof Financial LLC","city":"Reed Point","state":"MT","fees":{"hourly":[450,450],"flat":[4000,6000],"annual":[3600,36000]},"sourceSentences":{"annual":"The fee range is flat, ranging from $3,600 to $36,000 annually.","flat":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 3.​ One-Time Financial Plan Creation The fee for the creation of a financial plan is typically $4,000 to $6,000 for a married couple and $3,000 to $5,000 for an individual.","hourly":"Fees for this service may be paid by electronic funds transfer, check, debit card or credit card. 4.​ Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at a rate of $450 per hour."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044701","page":"https://plannerfees.com/planners/lifeproof-financial-llc-325322/"},{"crd":119800,"name":"Lifespan Financial Strategies, Inc.","city":"Weston","state":"FL","fees":{"hourly":[150,150],"flat":[350,350]},"sourceSentences":{"flat":"Our fee is $350.00 for the initial appointment and consultation.","hourly":"Thereafter the Adviser’s fees are based on an hourly rate of $150."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054666","page":"https://plannerfees.com/planners/lifespan-financial-strategies-inc-119800/"},{"crd":116143,"name":"Lifestage Wealth Management, Inc.","city":"Coon Rapids","state":"MN","fees":{"hourly":[100,200]},"sourceSentences":{"hourly":"LifeSTAGE's hourly fee for Consulting Services ranges from $100-$200 per hour."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048637","page":"https://plannerfees.com/planners/lifestage-wealth-management-inc-116143/"},{"crd":153852,"name":"Lifesteps Financial","city":"Claremont","state":"CA","fees":{"annual":[6000,6000]},"sourceSentences":{"annual":"The minimum fee for this service is $6,000 annually, which is negotiable at LifeSteps’ discretion."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060041","page":"https://plannerfees.com/planners/lifesteps-financial-153852/"},{"crd":324660,"name":"Lifestyle Financial Services, LLC","city":"Martinez","state":"GA","fees":{"hourly":[300,300],"annual":[2100,2100]},"sourceSentences":{"annual":"Ongoing Financial Planning LFS charges an annual fee of $2100 for Ongoing Financial Planning, billed monthly.","hourly":"Our hourly rate is $300."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024966","page":"https://plannerfees.com/planners/lifestyle-financial-services-llc-324660/"},{"crd":283512,"name":"Lifestyle Freedom Advisory Group, LLC","city":"Bradenton","state":"FL","fees":{"flat":[5000,10000]},"sourceSentences":{"flat":"One Time Financial Planning services will be billed on a fixed fee basis, with the fees for plans ranging from $5,000 - $10,000."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017727","page":"https://plannerfees.com/planners/lifestyle-freedom-advisory-group-llc-283512/"},{"crd":312171,"name":"Lifetime Financial","city":"Takoma Park","state":"MD","fees":{"hourly":[300,450]},"sourceSentences":{"hourly":"Custom Engagement Fee As time permits, custom engagements are offered at an hourly rate between $300 and $450 per hour, depending on complexity."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020855","page":"https://plannerfees.com/planners/lifetime-financial-312171/"},{"crd":138418,"name":"Lifetime Financial Advisors Inc","city":"Encinitas","state":"CA","fees":{"hourly":[250,250],"flat":[2500,25000],"annual":[500,5000]},"sourceSentences":{"flat":"The fees for Financial Planning generally range from $2,500 - $25,000.","hourly":"Should a client elect to terminate the contract, the deposit will be returned prorated according to the work performed at an hourly rate of $250.00.","annual":"Ongoing Financial Planning advice is also available via an annual retainer fee of $500 - $5,000 per year, charged on a monthly basis."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022000","page":"https://plannerfees.com/planners/lifetime-financial-advisors-inc-138418/"},{"crd":300683,"name":"Lifetime Financial Foundations, LLC","city":"Seven Valleys","state":"PA","fees":{"hourly":[150,150],"flat":[500,500]},"sourceSentences":{"hourly":"Hourly​ ​engagements are billed at $150 per hour.","flat":"Fixed-fee engagements are negotiated within a range of $500​ ​to $5,000, based on the nature and complexity of the services to be provided."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012953","page":"https://plannerfees.com/planners/lifetime-financial-foundations-llc-300683/"},{"crd":328275,"name":"Lifetime Financial Planners LLC","city":"San Antonio","state":"TX","fees":{"flat":[1000,10000],"monthly":[416,2500]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $10,000 and with the initial engagement LFP generally collects a portion of the fee in advance with the remainder due upon completion of the services and delivery of the plan.","monthly":"Comprehensive Financial Planning Services Comprehensive Financial Planning Services are offered via a Fixed Flat Annual Fee paid monthly in arrears ranging from $416.67 to $2,500 per month."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000384","page":"https://plannerfees.com/planners/lifetime-financial-planners-llc-328275/"},{"crd":129917,"name":"Lifetime Financial Planning Solutions, LLC","city":"Lancaster","state":"OH","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial planning hourly fees are based on an hourly billing rate of $300/hour."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042358","page":"https://plannerfees.com/planners/lifetime-financial-planning-solutions-llc-129917/"},{"crd":126348,"name":"Lifetime Strategies, LLC","city":"Griffin","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Where assets are not under management, other services are agreed with the client to be billed separately f rom the investment management f ee or you pref er an hourly f ee arrangement in general rather than a f ee based on assets under management, f ees will be charged at an hourly rate of $250 f or f inancial…"},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026252","page":"https://plannerfees.com/planners/lifetime-strategies-llc-126348/"},{"crd":114276,"name":"Lifeway Financial Corporation","city":"Plano","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees for an initial Financial Plan are charged as a flat fee, based on an hourly rate of $300.00."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014740","page":"https://plannerfees.com/planners/lifeway-financial-corporation-114276/"},{"crd":298978,"name":"Liftoff Financial Planning","city":"Pocatello","state":"ID","fees":{"flat":[1000,3500],"monthly":[75,800]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000 - $3,500, depending on complexity and the need of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $75 - $800 per month, depending on complexity and the needs of the client.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000 - $3,500, depending on complexity and the need of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $75 - $800 per month, depending on complexity and the needs of the client."},"brochureDate":"5/20/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=979481","page":"https://plannerfees.com/planners/liftoff-financial-planning-298978/"},{"crd":131678,"name":"Light Financial Services, Inc.","city":"Fargo","state":"ND","fees":{"flat":[750,7500]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $750 to $7,500, depending on the specific arrangement reached with the client."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026303","page":"https://plannerfees.com/planners/light-financial-services-inc-131678/"},{"crd":306258,"name":"Lighthouse Advisory Services, Inc.","city":"San Diego","state":"CA","fees":{"hourly":[75,200],"flat":[750,2500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $750 and $2,500. 5 Hourly Fees The negotiated hourly fee for these services is between $75 and $200.","hourly":"The negotiated fixed rate for creating client financial plans is between $750 and $2,500. 5 Hourly Fees The negotiated hourly fee for these services is between $75 and $200."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059388","page":"https://plannerfees.com/planners/lighthouse-advisory-services-inc-306258/"},{"crd":147497,"name":"Lighthouse Capital, LLC","city":"Boston","state":"MA","fees":{"quarterly":[2625,2625]},"sourceSentences":{"quarterly":"This would equal $2,625 per quarter."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024306","page":"https://plannerfees.com/planners/lighthouse-capital-llc-147497/"},{"crd":137277,"name":"Lighthouse Financial","city":"Saint Petersburg","state":"FL","fees":{"hourly":[120,120]},"sourceSentences":{"hourly":"Fees associated with consulting services may be based on an hourly rate of $120 per hour."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047041","page":"https://plannerfees.com/planners/lighthouse-financial-137277/"},{"crd":121496,"name":"Lighthouse Financial Advisors, Inc.","city":"Red Bank","state":"NJ","fees":{"annual":[5000,50000]},"sourceSentences":{"annual":"This fee generally ranges between $5,000 and $50,000 per year on a flat fee basis, depending on the size of the plan, anticipated future additional assets, related accounts, complexity and scope of the engagement, and negotiations with the plan."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015916","page":"https://plannerfees.com/planners/lighthouse-financial-advisors-inc-121496/"},{"crd":110367,"name":"Lighthouse Financial Services Inc","city":"Brea","state":"CA","fees":{"flat":[200,1200],"monthly":[199,199],"annual":[2388,2388]},"sourceSentences":{"flat":"Fees will be assessed on a flat-fee basis that will typically range between $200-$1,200.","annual":"Fees and Billing for Annual Financial Guidance Services For performing Annual Financial Guidance Services, LFS assess an annual fee of $2,388.00, billed monthly at the beginning of each month at a rate of $199.00 per month.","monthly":"Fees and Billing for Annual Financial Guidance Services For performing Annual Financial Guidance Services, LFS assess an annual fee of $2,388.00, billed monthly at the beginning of each month at a rate of $199.00 per month."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003436","page":"https://plannerfees.com/planners/lighthouse-financial-services-inc-110367/"},{"crd":147403,"name":"Lighthouse Retirement","city":"Ponte Vedra","state":"FL","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"If a client maintains less than $500,000 of assets under management, and fees are otherwise less than $1,000 annually, the Firm will typically assess an annual minimum fee of $1,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017571","page":"https://plannerfees.com/planners/lighthouse-retirement-147403/"},{"crd":146403,"name":"Lighthouse Wealth Management, LLC","city":"Bronx","state":"NY","fees":{"hourly":[425,425]},"sourceSentences":{"hourly":"Hourly fees are billed at the rate of $425 per hour for professional time, $100 per hour for staff time."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005578","page":"https://plannerfees.com/planners/lighthouse-wealth-management-llc-146403/"},{"crd":312276,"name":"Lightpath Wealth & Tax Advisors","city":"Prospect","state":"KY","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"Lightpath Wealth & Tax Advisors charges an hourly fee ranging from $100-$300 or fixed fee of up to $10,000 for financial planning and consulting services."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056349","page":"https://plannerfees.com/planners/lightpath-wealth-tax-advisors-312276/"},{"crd":324958,"name":"Lightsquare Wealth Management, LLC","city":"Bingham Farms","state":"MI","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048277","page":"https://plannerfees.com/planners/lightsquare-wealth-management-llc-324958/"},{"crd":338463,"name":"Lilac Wealth, LLC","city":"Venice","state":"CA","fees":{"monthly":[2500,2500]},"sourceSentences":{"monthly":"Our Bill Pay and Bookkeeping Services are optional and billed as a flat retainer starting at $2,500 per month."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016276","page":"https://plannerfees.com/planners/lilac-wealth-llc-338463/"},{"crd":335227,"name":"Limehouse Wealth Management LLC","city":"Lexington","state":"SC","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"The fixed fee ranges between $1,000 to $10,000."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005144","page":"https://plannerfees.com/planners/limehouse-wealth-management-llc-335227/"},{"crd":141128,"name":"Limerick Financial Group, LLC","city":"Limerick","state":"PA","fees":{"hourly":[250,500],"flat":[4000,10000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $4,000.00 to $10,000.00 on a fixed fee basis, and from $250.00 to $500.00 on an hourly rate basis, depending upon the level and scope of the service(s) required.","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $4,000.00 to $10,000.00 on a fixed fee basis, and from $250.00 to $500.00 on an hourly rate basis, depending upon the level and scope of the service(s) required."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023890","page":"https://plannerfees.com/planners/limerick-financial-group-llc-141128/"},{"crd":174470,"name":"Linc Wealth Solutions","city":"Norristown","state":"PA","fees":{"hourly":[200,200],"flat":[500,10000]},"sourceSentences":{"hourly":"Our financial planning and consulting services are based on an hourly rate of $200.","flat":"We will also offer fixed cost planning, which ranges from $500 - $10,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028357","page":"https://plannerfees.com/planners/linc-wealth-solutions-174470/"},{"crd":109922,"name":"Lincoln Capital Corporation","city":"East Greenwich","state":"RI","fees":{"flat":[1200,5000]},"sourceSentences":{"flat":"These fees are negotiable but generally range from $1,200 to $5,000 on a fixed fee basis depending upon the level and scope of the services and the professional engaged to render the services."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016036","page":"https://plannerfees.com/planners/lincoln-capital-corporation-109922/"},{"crd":333779,"name":"Lincolnbridge Financial Planning, LLC","city":"Oglesby","state":"IL","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"flat":"Flat fees will not exceed $10,000.","hourly":"For purposes of calculating refunds, all work performed by us up to the point of termination shall be calculated at the hourly fee of $500."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041399","page":"https://plannerfees.com/planners/lincolnbridge-financial-planning-llc-333779/"},{"crd":111643,"name":"Linda A. Barlow, CFP","city":"Santa Ana","state":"CA","fees":{"hourly":[100,250],"flat":[1000,2500]},"sourceSentences":{"flat":"Barlow Brochure $ 239,644,680 $ $ 239,644,680 5 Revised March 14, 2024 ITEM 5 - FEES AND COMPENSATION Fee Schedule & Billing Method Financial Planning Services LAB offers financial planning services on a fixed fee basis ranging from $1,000 to $2,500.","hourly":"LAB offers consulting services on an hourly basis ranging from $100 to $250 per hour."},"brochureDate":"3/15/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=888334","page":"https://plannerfees.com/planners/linda-a-barlow-cfp-111643/"},{"crd":168676,"name":"Linden Financial Consultants, LLC","city":"Rochester","state":"NY","fees":{"hourly":[180,180]},"sourceSentences":{"hourly":"Jan 2022 Page 7 of 24 HOURLY FEES When we are engaged for our financial planning and investment consultation services, the rate is $180 per hour."},"brochureDate":"4/11/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=778011","page":"https://plannerfees.com/planners/linden-financial-consultants-llc-168676/"},{"crd":327390,"name":"Lindenwood Financial LLC","city":"Madison","state":"WI","fees":{"flat":[3000,20000]},"sourceSentences":{"flat":"Flat fee rates range from $3,000 to $20,000."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051730","page":"https://plannerfees.com/planners/lindenwood-financial-llc-327390/"},{"crd":174054,"name":"Lindsey Wealth Management","city":"Vincennes","state":"IN","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"hourly":"An hourly fee of $250 per hour is charged by Lindsey Wealth Management for financial planning services under this arrangement.","flat":"The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $5,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036922","page":"https://plannerfees.com/planners/lindsey-wealth-management-174054/"},{"crd":335277,"name":"Lindy Wealth, LLC","city":"Los Angeles","state":"CA","fees":{"flat":[1000,20000]},"sourceSentences":{"flat":"Ongoing Financial Planning Lindy charges an annual flat fee ranging from $1,000 to $20,000 for Ongoing Financial Planning services, but fees can exceed $20,000 for clients with highly complex planning needs."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031820","page":"https://plannerfees.com/planners/lindy-wealth-llc-335277/"},{"crd":173310,"name":"Lineweaver Wealth Advisors","city":"Valley View","state":"OH","fees":{"hourly":[50,150],"flat":[500,2500]},"sourceSentences":{"hourly":"Our hourly fee for consulting and project-based work ranges up to $350, and we also charge an hourly fee for work performed by our staff (administrative/Para planner) that may range from $50 to $150 an hour.","flat":"Our flat fees for consulting and project-based work typically range from $500 to $2,500, while fees for broad-based planning typically range from $2,500 to $15,000."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018385","page":"https://plannerfees.com/planners/lineweaver-wealth-advisors-173310/"},{"crd":130356,"name":"Linnard Financial Management & Planning, Inc.","city":"Boxborough","state":"MA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The fee for consultation is $250 per hour."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030399","page":"https://plannerfees.com/planners/linnard-financial-management-planning-inc-130356/"},{"crd":154320,"name":"Linx Equities, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"For limited investment advice on other area(s) of concern than retirement planning such as estate planning, reviewing a client's existing portfolio, or any other specific topic as well as for consultation and administrative services regarding investment and financial concerns of the client, Linx may charge…"},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020498","page":"https://plannerfees.com/planners/linx-equities-llc-154320/"},{"crd":305163,"name":"Lion Quest LLC","city":"Greenfield","state":"IN","fees":{"flat":[150,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $150 and $5,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015241","page":"https://plannerfees.com/planners/lion-quest-llc-305163/"},{"crd":323922,"name":"Liquidifi","city":"Superior","state":"CO","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"While the standard hourly rate that LiquidiFi charges is $100, the exact amount of fees is negotiated between LiquidiFi and the client."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013542","page":"https://plannerfees.com/planners/liquidifi-323922/"},{"crd":290070,"name":"Little House Capital, LLC","city":"Braintree","state":"MA","fees":{"hourly":[400,400],"flat":[1000,5000]},"sourceSentences":{"hourly":"Hourly fees are $400 per hour.","flat":"Fixed fees range from $1,000 to $5,000."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019960","page":"https://plannerfees.com/planners/little-house-capital-llc-290070/"},{"crd":155113,"name":"Littlejohn Financial Services Inc","city":"Roseburg","state":"OR","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"In instances where LFS assists retirement plans with initial set-up and onboarding, the new retirement plans will be charged a one-time inception fee of $2,500."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010160","page":"https://plannerfees.com/planners/littlejohn-financial-services-inc-155113/"},{"crd":334397,"name":"Liv Wealth Management","city":"Long Lake","state":"MN","fees":{"monthly":[250,250],"annual":[3000,3000]},"sourceSentences":{"annual":"We are paid a xed fee (aka. “retainer” fee) for this service at the rate of $3,000 per year and paid to our rm monthly ($250 per month).","monthly":"We are paid a xed fee (aka. “retainer” fee) for this service at the rate of $3,000 per year and paid to our rm monthly ($250 per month)."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032540","page":"https://plannerfees.com/planners/liv-wealth-management-334397/"},{"crd":328352,"name":"Live and Give Financial","city":"Cincinnati","state":"OH","fees":{"hourly":[350,350],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $10,000.","hourly":"Our hourly rate is $350."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035732","page":"https://plannerfees.com/planners/live-and-give-financial-328352/"},{"crd":304406,"name":"Live Oak Investment Partners","city":"Austin","state":"TX","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"The minimum annual fee for any pension consultant arrangement is $1,000."},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048303","page":"https://plannerfees.com/planners/live-oak-investment-partners-304406/"},{"crd":297904,"name":"Live Oak Private Wealth, LLC","city":"Wilmington","state":"NC","fees":{"hourly":[250,500],"flat":[500,150000]},"sourceSentences":{"flat":"These fees are negotiable but range from $500 to $150,000 on a fixed fee basis and/or from $250 to $500 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable but range from $500 to $150,000 on a fixed fee basis and/or from $250 to $500 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043223","page":"https://plannerfees.com/planners/live-oak-private-wealth-llc-297904/"},{"crd":154962,"name":"Live Oak Wealth Advisory Group, LLC","city":"Houston","state":"TX","fees":{"hourly":[125,250],"flat":[1250,5000],"annual":[500,500]},"sourceSentences":{"annual":"Also, LOWAG maintains a minimum required annual advisory fee of $500 per year.","flat":"LOWAG’s planning and consulting fees are negotiable, but generally range from $1,250 to $5,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"LOWAG’s planning and consulting fees are negotiable, but generally range from $1,250 to $5,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049553","page":"https://plannerfees.com/planners/live-oak-wealth-advisory-group-llc-154962/"},{"crd":301645,"name":"Livelihood LLC","city":"Philadelphia","state":"PA","fees":{"hourly":[100,400],"flat":[1800,5500]},"sourceSentences":{"hourly":"Fees for financial planning services range from $100-$400/hour, billed in fifteen-minute increments.","flat":"Fixed project fees typically range from $1,800 to $5,500 depending on the scope of the engagement but can be more or less."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016019","page":"https://plannerfees.com/planners/livelihood-llc-301645/"},{"crd":337826,"name":"Livet Wealth, LLC","city":"Spanish Fork","state":"UT","fees":{"annual":[1800,24000]},"sourceSentences":{"annual":"The Ongoing Financial Planning Engagement includes an initial fee that ranges from $100 - $2,000 as well as an annual fee that ranges from $1,800 to $24,000 per year."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056554","page":"https://plannerfees.com/planners/livet-wealth-llc-337826/"},{"crd":116014,"name":"Living Room Wealth Management","city":"Fort Collins","state":"CO","fees":{"hourly":[300,300],"annual":[7500,7500]},"sourceSentences":{"annual":"The fee for comprehensive nancial planning services is $7,500 per year.","hourly":"Advisory Services Hourly advice is billed at a rate of $300/hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017673","page":"https://plannerfees.com/planners/living-room-wealth-management-116014/"},{"crd":128246,"name":"Livingston Financial Planning, Inc.","city":"Santa Rosa Beach","state":"FL","fees":{"hourly":[285,285]},"sourceSentences":{"hourly":"Effective April 1, 2025, our hourly billing rate is $285 per hour."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005154","page":"https://plannerfees.com/planners/livingston-financial-planning-inc-128246/"},{"crd":160539,"name":"LK Financial Planning LLC","city":"New York","state":"NY","fees":{"hourly":[250,350],"flat":[0,25000]},"sourceSentences":{"flat":"5 Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $0 and $25,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250 and $350."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012516","page":"https://plannerfees.com/planners/lk-financial-planning-llc-160539/"},{"crd":310834,"name":"Llewellyn Financial LLC","city":"Charlotte","state":"NC","fees":{"flat":[4200,50000],"annual":[7800,50000]},"sourceSentences":{"annual":"Llewellyn Financial LLC Form ADV Part 2A 7 Financial Planning Business Wealth Strategy & Ongoing Planning Llewellyn Financial LLC offers ongoing financial planning services for an annual flat fee ranging from $7,800 to $50,000, depending on complexity.","flat":"Project-based LF offers a one-time engagement offered at a rate of $4,200-$50,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026432","page":"https://plannerfees.com/planners/llewellyn-financial-llc-310834/"},{"crd":289348,"name":"LLG Wealth Management","city":"Diamond Bar","state":"CA","fees":{"annual":[3000,15000]},"sourceSentences":{"annual":"The annual advisory fee is a flat fee and ranges from $3,000 to $15,000 per year, paid monthly or quarterly in advance."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048635","page":"https://plannerfees.com/planners/llg-wealth-management-289348/"},{"crd":323061,"name":"Lloyd Tevis Investments, LLC","city":"Lafayette","state":"CA","fees":{"quarterly":[1250,1250]},"sourceSentences":{"quarterly":"On investment assets of $1,000,000 the quarterly fee will be $1,250."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015717","page":"https://plannerfees.com/planners/lloyd-tevis-investments-llc-323061/"},{"crd":307839,"name":"Lloyds Intrepid Wealth Management","city":"The Woodlands","state":"TX","fees":{"hourly":[400,400],"flat":[5000,5000]},"sourceSentences":{"flat":"Fixed-Fee Financial Planning Financial Planning will be offered on a fixed fee basis no greater than $5,000.","hourly":"Financial Planning fee at an hourly rate is $400 per hour, depending on complexity."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019909","page":"https://plannerfees.com/planners/lloyds-intrepid-wealth-management-307839/"},{"crd":335731,"name":"Loam Advisory","city":"Los Angeles","state":"CA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $10,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021728","page":"https://plannerfees.com/planners/loam-advisory-335731/"},{"crd":336279,"name":"Local Wealth Advisors","city":"Naples","state":"FL","fees":{"flat":[1600,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,600 to $10,000."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=979938","page":"https://plannerfees.com/planners/local-wealth-advisors-336279/"},{"crd":333242,"name":"Lock Wealth Management","city":"Atlanta","state":"GA","fees":{"hourly":[250,400],"flat":[500,500],"monthly":[375,3500],"quarterly":[1125,10500]},"sourceSentences":{"flat":"Ongoing Financial Planning LWM collects an initial fee, no greater than $500.","monthly":"Fees are paid monthly or quarterly (at the client’s discretion) in arrears, ranging from $375 to $3,500 per month or from $1,125 to $10,500 per quarter.","quarterly":"Fees are paid monthly or quarterly (at the client’s discretion) in arrears, ranging from $375 to $3,500 per month or from $1,125 to $10,500 per quarter.","hourly":"The current hourly rates range from $250 to $400 per hour, depending on the scope and complexity of the engagement."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019857","page":"https://plannerfees.com/planners/lock-wealth-management-333242/"},{"crd":286132,"name":"Locke Asset Management","city":"Great Falls","state":"VA","fees":{"hourly":[240,240],"quarterly":[400,400]},"sourceSentences":{"quarterly":"Under the Firm’s Young Investor program, our minimum quarterly fee is $400 for clients who have not reached the age of 30.","hourly":"Personal financial planning services are generally billed at an hourly rate of 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either a fixed fee for financial planning services generally ranging between $800 and $5,000 or an hourly fee of $400 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014076","page":"https://plannerfees.com/planners/lodestar-advisory-group-llc-127591/"},{"crd":155689,"name":"Lodestar Financial Management, LLC","city":"Arlington","state":"VA","fees":{"hourly":[200,200],"annual":[4000,25000]},"sourceSentences":{"annual":"Open Engagement Annual fee ranges from $4,000 to $25,000.","hourly":"LFM may in rare circumstances charge a $200 hourly fee instead of a flat-fee."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039752","page":"https://plannerfees.com/planners/lodestar-financial-management-llc-155689/"},{"crd":107638,"name":"Lodestar Private Asset Management 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advance."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048428","page":"https://plannerfees.com/planners/lodestone-capital-solutions-llc-156520/"},{"crd":151115,"name":"Lodestone Wealth Management LLC","city":"Spokane","state":"WA","fees":{"flat":[1500,3500]},"sourceSentences":{"flat":"We offer financial planning at a fixed rate, which generally ranges from $1500-$3500, depending on the scope and complexity of the services requested."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015054","page":"https://plannerfees.com/planners/lodestone-wealth-management-llc-151115/"},{"crd":108893,"name":"Logan Capital Management, Inc.","city":"Newtown Square","state":"PA","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Our fees for providing consulting services may be based upon a percentage of assets under management beginning at 0.40% of the first $1,000,000, an hourly rate ($150 to $250), a flat fee ($500 to $6,000 per month), or a combination of these forms of compensation."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041726","page":"https://plannerfees.com/planners/logan-capital-management-inc-108893/"},{"crd":167684,"name":"Logan Financial Planning LLC","city":"St. Petersburg","state":"FL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee for these services is $150."},"brochureDate":"3/29/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=699211","page":"https://plannerfees.com/planners/logan-financial-planning-llc-167684/"},{"crd":286100,"name":"Logbook Financial Planning, LLC","city":"Rockport","state":"ME","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Financial planning services are offered based on an hourly rate of $400 per hour."},"brochureDate":"1/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002462","page":"https://plannerfees.com/planners/logbook-financial-planning-llc-286100/"},{"crd":153453,"name":"Logic Wealth Management, LLC","city":"Pasadena","state":"CA","fees":{"hourly":[350,350],"flat":[750,3000],"annual":[750,750]},"sourceSentences":{"hourly":"Our hourly fees are $350 for our financial advisors.","flat":"Flat fees generally range from $750 to $3,000.","annual":"We require a minimum retainer of $750 for a financial planning or consulting fee with the remainder of the fee directly billed to you and due to us within thirty (30) days of your financial plan being delivered or consultation rendered to you."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024241","page":"https://plannerfees.com/planners/logic-wealth-management-llc-153453/"},{"crd":117241,"name":"Lone Peak Asset Management, Inc.","city":"Westlake Village","state":"CA","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Page 3 Segmented plans may range from $250 to $1,500 and comprehensive plans may range from $1,000 to $5,000, but complex plans may run higher."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023647","page":"https://plannerfees.com/planners/lone-peak-asset-management-inc-117241/"},{"crd":340537,"name":"Lone Wolf Wealth Management","city":"Ontario","state":"CA","fees":{"hourly":[200,200],"flat":[2000,10000]},"sourceSentences":{"flat":"For comprehensive financial planning services, we charge a fixed fee that typically ranges from $2,000 to $10,000, depending on the complexity of your situation and the scope of work we agree on before we begin.","hourly":"We also offer an hourly rate of $200 per hour if you need help with specific financial planning questions or projects rather than a complete plan."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056094","page":"https://plannerfees.com/planners/lone-wolf-wealth-management-340537/"},{"crd":144200,"name":"Lonestar Registered Investment Advisors, LLC","city":"Lubbock","state":"TX","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour based on complexity and unique client needs.","flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055052","page":"https://plannerfees.com/planners/lonestar-registered-investment-advisors-llc-144200/"},{"crd":322711,"name":"Lonetree Wealth Management","city":"Memphis","state":"TN","fees":{"annual":[1000,15000]},"sourceSentences":{"annual":"Annual fees range from $1,000 to $15,000 paid quarterly or monthly in arrears."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007586","page":"https://plannerfees.com/planners/lonetree-wealth-management-322711/"},{"crd":322839,"name":"Long Advisors LLC","city":"Middlesex","state":"VT","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is $350 an 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Consulting Services – $150/Hour - Hourly consulting services will be discussed with the client prior to engagement."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040145","page":"https://plannerfees.com/planners/long-run-investment-management-llc-159343/"},{"crd":328283,"name":"Longevity Capital Management","city":"Thousand Oaks","state":"CA","fees":{"hourly":[350,350],"flat":[350,14000]},"sourceSentences":{"hourly":"The administrative fee is based on the Firm’s hourly fee rate of $350 per hour and is non-negotiable.","flat":"The fee will be based upon the anticipated number of hours it will take to complete the financial plan or project, and in general will range from one to 40 hours ($350 to $14,000)."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014849","page":"https://plannerfees.com/planners/longevity-capital-management-328283/"},{"crd":343011,"name":"Longevity Wealth Advisory LLC","city":"Sparta","state":"WI","fees":{"quarterly":[375,375],"annual":[1500,1500]},"sourceSentences":{"quarterly":"Minimum Quarterly Fee $375 per quarter (equivalent to approximately $1,500 per year).","annual":"Minimum Quarterly Fee $375 per quarter (equivalent to approximately $1,500 per year)."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051187","page":"https://plannerfees.com/planners/longevity-wealth-advisory-llc-343011/"},{"crd":330023,"name":"Longitude Financial Planning","city":"Manor","state":"TX","fees":{"hourly":[300,300],"flat":[0,20000],"monthly":[750,750]},"sourceSentences":{"flat":"Fixed fee rates range between $0 to $20,000.","hourly":"Our hourly rate is $300 with a four hour minimum.","monthly":"Bookkeeping Bookkeeping services provided by LFP will not exceed a fee of $750 per month, and are negotiable. 12"},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052578","page":"https://plannerfees.com/planners/longitude-financial-planning-330023/"},{"crd":165068,"name":"Longview Advisors, LLC","city":"Newton","state":"KS","fees":{"hourly":[325,325],"annual":[12000,50000]},"sourceSentences":{"annual":"Method of Compensation and Fee Schedule Wealth Management Retainer: $12,000 - $50,000.","hourly":"Hourly fees for financial planning and investment consultation services provided by John Miller are $325 per hour with a 4-hour minimum requirement."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010558","page":"https://plannerfees.com/planners/longview-advisors-llc-165068/"},{"crd":116365,"name":"Longview Financial, Inc.","city":"Zimmerman","state":"MN","fees":{"annual":[8000,8000]},"sourceSentences":{"annual":"The annual fee for a Retainer Agreement is $8,000.00."},"brochureDate":"1/4/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=804351","page":"https://plannerfees.com/planners/longview-financial-inc-116365/"},{"crd":301256,"name":"Longview Investment Management LLC","city":"Omaha","state":"NE","fees":{"flat":[300,4000],"monthly":[100,500]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $300 - $4,000 based on the complexity and scope of the project and an ongoing fee that is paid monthly, in advance, at the rate of $100 - $500 per month based on the complexity and needs of the client.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $300 - $4,000 based on the complexity and scope of the project and an ongoing fee that is paid monthly, in advance, at the rate of $100 - $500 per month based on the complexity and needs of the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033888","page":"https://plannerfees.com/planners/longview-investment-management-llc-301256/"},{"crd":136214,"name":"Longview Wealth Management","city":"Atlanta","state":"GA","fees":{"flat":[15000,15000],"annual":[2500,2500]},"sourceSentences":{"flat":"Fixed fees will not exceed $15,000.","annual":"Generally, the retainer is $2,500."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012004","page":"https://plannerfees.com/planners/longview-wealth-management-136214/"},{"crd":328755,"name":"Look Both Ways Financial, LLC","city":"Houston","state":"TX","fees":{"hourly":[330,330]},"sourceSentences":{"hourly":"Look Both Ways Financial will charge $330 per hour for such financial advice, after such advice has been provided."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029365","page":"https://plannerfees.com/planners/look-both-ways-financial-llc-328755/"},{"crd":151204,"name":"Lorintine Capital","city":"Dallas","state":"TX","fees":{"hourly":[350,450],"flat":[3000,3000]},"sourceSentences":{"flat":"The Firm charges a flat initial fee for financial planning services, typically in the $3,000 range.","hourly":"An annual update fee of $500 is typically charged to update the provided plan annually and additional services are billed at a rate of $350.00 to $450.00/hour."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005379","page":"https://plannerfees.com/planners/lorintine-capital-151204/"},{"crd":329966,"name":"Los Gatos Financial LLC","city":"Los Gatos","state":"CA","fees":{"hourly":[250,250],"flat":[400,4000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $400 and $4,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015371","page":"https://plannerfees.com/planners/los-gatos-financial-llc-329966/"},{"crd":339053,"name":"Lotus Oak Capital 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from $500 to $20,000 in most cases."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=486838","page":"https://plannerfees.com/planners/lowry-financial-advisors-132786/"},{"crd":319356,"name":"Loyal Advisors","city":"South Salem","state":"NY","fees":{"hourly":[475,475],"flat":[2500,10000],"quarterly":[625,2500]},"sourceSentences":{"flat":"LA intends to provide Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $2,500 - $10,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $625 - $2,500 per quarter and the fee is negotiable.","quarterly":"LA intends to provide Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $2,500 - $10,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $625 - $2,500 per quarter and the fee is negotiable.","hourly":"Financial Planning engagements are offered at an hourly rate of $475 per hour."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030334","page":"https://plannerfees.com/planners/loyal-advisors-319356/"},{"crd":112236,"name":"Loyd Financial Management Inc.","city":"Centennial","state":"CO","fees":{"hourly":[395,395]},"sourceSentences":{"hourly":"The hourly rate for one-time engagements, based on scope of work, will not exceed $395.00/hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011888","page":"https://plannerfees.com/planners/loyd-financial-management-inc-112236/"},{"crd":297003,"name":"LPG Capital Management","city":"South Jordan","state":"UT","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"C) LPGCM charges a non-negotiable financial planning fee of $150 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023973","page":"https://plannerfees.com/planners/lpg-capital-management-297003/"},{"crd":323556,"name":"Lri Investments","city":"Palm Beach Gardens","state":"FL","fees":{"hourly":[150,350],"flat":[650,2500]},"sourceSentences":{"hourly":"$150 to $350 Fixed Fee: $650 to $2,500 The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required.","flat":"$150 to $350 Fixed Fee: $650 to $2,500 The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059284","page":"https://plannerfees.com/planners/lri-investments-323556/"},{"crd":318920,"name":"LT Advisors LLC","city":"New City","state":"NY","fees":{"hourly":[450,450],"flat":[2000,10000],"annual":[3750,3750]},"sourceSentences":{"annual":"Step 2: $1,000,000 x .00375 (1/4 of annual fee) = $3,750 Step 3: $3,750/91 (days in the quarter) = $41.21 - 2- Step 4: $41.21 x 51 (days remaining in the quarter) = $2,101.71 - 3- Full quarter calculation The calculation for the average daily balance is based on the formula:","hourly":"Services are offered based on an hourly fee of $450 per hour.","flat":"Services are offered based on a flat fee between $2,000 and $10,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008785","page":"https://plannerfees.com/planners/lt-advisors-llc-318920/"},{"crd":343517,"name":"Ltplanners","city":"Virginia Beach","state":"VA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"The minimum fee is $1500, and the maximum fixed fee is $5,000."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056488","page":"https://plannerfees.com/planners/ltplanners-343517/"},{"crd":338992,"name":"LTS Wealth Management","city":"Syracuse","state":"NY","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Fees for financial planning are typically billed hourly, generally ranging from $150 to $300 per hour, with fees negotiated in certain cases and disclosed in the applicable Financial Planning Agreement."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018005","page":"https://plannerfees.com/planners/lts-wealth-management-338992/"},{"crd":326880,"name":"Lucas Group Financial Advisors, LLC","city":"Freeport","state":"IL","fees":{"hourly":[300,600],"flat":[3000,25000]},"sourceSentences":{"hourly":"On an hourly basis ranging from $300 to $600 per hour.","flat":"As a fixed fee, typically ranging from $3,000 to $25,000 depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the number of hours to complete the engagement and the different reports to be produced."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032934","page":"https://plannerfees.com/planners/lucas-group-financial-advisors-llc-326880/"},{"crd":297447,"name":"Lucent Wealth Planning, LLC","city":"Santa Barbara","state":"CA","fees":{"hourly":[350,450],"flat":[2000,6000],"annual":[22000,22000]},"sourceSentences":{"annual":"A minimum annual fee of $22,000 is generally required.","flat":"This fixed fee will typically range from $2,000 to $6,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client.","hourly":"LWP’s consulting fees will be calculated based on a charge ranging from $350 to $450 per hour."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008101","page":"https://plannerfees.com/planners/lucent-wealth-planning-llc-297447/"},{"crd":343408,"name":"Lucerna Capital Management LLC","city":"Dublin","state":"CA","fees":{"hourly":[300,300],"flat":[3000,15000]},"sourceSentences":{"flat":"Fees (Stand-Alone) and Payment Methods​ Stand-Alone Financial Planning Fees For clients who engage us for financial planning on a stand-alone basis (without ongoing investment management), we charge a fixed fee, typically ranging from $3,000 to $15,000, or an hourly fee of $300 per hour, based on the scope and…","hourly":"Fees (Stand-Alone) and Payment Methods​ Stand-Alone Financial Planning Fees For clients who engage us for financial planning on a stand-alone basis (without ongoing investment management), we charge a fixed fee, typically ranging from $3,000 to $15,000, or an hourly fee of $300 per hour, based on the scope and…"},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054329","page":"https://plannerfees.com/planners/lucerna-capital-management-llc-343408/"},{"crd":324363,"name":"Luchini Financial LLC","city":"Altoona","state":"PA","fees":{"flat":[500,6000]},"sourceSentences":{"flat":"Stand-alone planning engagements are billed a one-time fee ranging from​ ​$500 to $6,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030992","page":"https://plannerfees.com/planners/luchini-financial-llc-324363/"},{"crd":116639,"name":"Lucid Advisors, Inc.","city":"Seattle","state":"WA","fees":{"quarterly":[4000,4000]},"sourceSentences":{"quarterly":"Consulting and investment advisory fees applicable to ongoing engagements vary widely, generally ranging from $4,000/quarter up to $25,000/quarter."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025336","page":"https://plannerfees.com/planners/lucid-advisors-inc-116639/"},{"crd":343677,"name":"Lucid Financial Planning","city":"Nederland","state":"CO","fees":{"hourly":[800,800],"annual":[5800,17800]},"sourceSentences":{"annual":"The annual fixed fee for Ongoing Financial Planning is generally between $5,800 - $17,800.","hourly":"We charge an hourly fee of $800 for Project-Based Financial Planning."},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052601","page":"https://plannerfees.com/planners/lucid-financial-planning-343677/"},{"crd":304756,"name":"Lucid Wealth Planning LLC","city":"Wake Forest","state":"NC","fees":{"hourly":[250,250],"flat":[1500,1500],"quarterly":[1000,1000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Service Comprehensive Financial Planning consists of an upfront fee of $1500.00 and an annualized fee of $4000.00 that is paid quarterly, in advance, at the rate of $1000.00 per quarter.","quarterly":"Comprehensive Financial Planning Service Comprehensive Financial Planning consists of an upfront fee of $1500.00 and an annualized fee of $4000.00 that is paid quarterly, in advance, at the rate of $1000.00 per quarter.","hourly":"In certain circumstances, additional complexity will be based on the estimated amount of time (number of hours) to complete the return at a rate of $250 per hour."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014754","page":"https://plannerfees.com/planners/lucid-wealth-planning-llc-304756/"},{"crd":112641,"name":"Lucien Stirling & Gray Advisory Group Inc","city":"Austin","state":"TX","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Investors who request consultative services apart from asset management are billed at $350.00 per hour or fraction of thereof."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017520","page":"https://plannerfees.com/planners/lucien-stirling-gray-advisory-group-inc-112641/"},{"crd":326012,"name":"Lucre Advisory LLC","city":"Bronxville","state":"NY","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"We charge a fixed fee of $5,000 for Project-Based Financial Planning."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028841","page":"https://plannerfees.com/planners/lucre-advisory-llc-326012/"},{"crd":147076,"name":"Luesink Stenstrom Financial","city":"New York","state":"NY","fees":{"hourly":[700,700],"flat":[8000,8000],"quarterly":[2000,2000]},"sourceSentences":{"hourly":"Holistic financial planning services are available at a fixed fee or an hourly fee that will not exceed $700.00 per hour.","flat":"The minimum fee for an Integrated Holistic Financial Plan is $8,000.","quarterly":"Fees are based on the complexity of the financial situation and the time required, with a minimum of $2,000 per quarter."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039689","page":"https://plannerfees.com/planners/luesink-stenstrom-financial-147076/"},{"crd":339978,"name":"Luhman Wealth Partners","city":"Irvine","state":"CA","fees":{"hourly":[300,300],"flat":[1000,50000]},"sourceSentences":{"flat":"Ongoing Financial Planning BLFP collects an initial fee, ranging from $1,000 to $50,000.","hourly":"The hourly rate is $300."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045965","page":"https://plannerfees.com/planners/luhman-wealth-partners-339978/"},{"crd":147118,"name":"Luke Financial Company, LLC","city":"Plano","state":"TX","fees":{"hourly":[250,250],"flat":[250,10000]},"sourceSentences":{"flat":"Services are offered based on a negotiable, fixed fee ranging from $250 to $10,000, depending on the nature and complexity of each Client's circumstances.","hourly":"Services are offered based on an hourly fee of $250 per hour based on complexity and unique Client needs."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023506","page":"https://plannerfees.com/planners/luke-financial-company-llc-147118/"},{"crd":293538,"name":"Lula Financial","city":"Oakland","state":"CA","fees":{"hourly":[100,500],"monthly":[100,200]},"sourceSentences":{"hourly":"Any earned but unpaid fees will be due for work completed up to the date of termination. 5 Hourly Financial Planning Engagements Hourly Financial Planning fee is available for an hourly rate of $100 - $500 per hour.","monthly":"An Ongoing Planning fee is available for a rate of $100 - $200 per month."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046490","page":"https://plannerfees.com/planners/lula-financial-293538/"},{"crd":310592,"name":"Lulla Wealth Financial","city":"Vero Beach","state":"FL","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"The minimum annual flat fee a Client may pay for LULLA’s planning services is $2,500, billed on a quarterly basis in arrears."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029243","page":"https://plannerfees.com/planners/lulla-wealth-financial-310592/"},{"crd":319171,"name":"Lumiere Financial","city":"New York","state":"NY","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Our hourly fee is $450 per hour."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042046","page":"https://plannerfees.com/planners/lumiere-financial-319171/"},{"crd":291548,"name":"Lumina Wealth Management, LLC","city":"Wilmington","state":"NC","fees":{"hourly":[100,250],"flat":[500,5000]},"sourceSentences":{"flat":"Our financial planning fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis and/or from $100 to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"Our financial planning fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis and/or from $100 to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021519","page":"https://plannerfees.com/planners/lumina-wealth-management-llc-291548/"},{"crd":305865,"name":"Luminary Financial Advisors, LLC","city":"Cocoa Beach","state":"FL","fees":{"flat":[400,20000]},"sourceSentences":{"flat":"The fixed fee can range between $400 and $20,000, depending on complexity and scope of the project."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015215","page":"https://plannerfees.com/planners/luminary-financial-advisors-llc-305865/"},{"crd":169270,"name":"Luminary Financial Planning","city":"Modesto","state":"CA","fees":{"hourly":[100,500],"flat":[200,3500]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $200 and $3,500.","hourly":"The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement. 3 Hourly Fees The hourly fee for these services is between $100 and $500."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001718","page":"https://plannerfees.com/planners/luminary-financial-planning-169270/"},{"crd":316140,"name":"Luminary Wealth Advisors","city":"Mckinney","state":"TX","fees":{"flat":[500,5000],"quarterly":[250,750]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing flat fee that is paid quarterly in arrears at a rate of $250-$750 per quarter.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing flat fee that is paid quarterly in arrears at a rate of $250-$750 per quarter."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021237","page":"https://plannerfees.com/planners/luminary-wealth-advisors-316140/"},{"crd":289287,"name":"Luminate Financial Planning","city":"Sterling","state":"VA","fees":{"hourly":[200,400],"flat":[500,10000],"monthly":[100,800]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 - $10,000 depending on complexity and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $800 per month.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 - $10,000 depending on complexity and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $800 per month.","hourly":"Financial Planning engagements are offered at an hourly rate between $200.00 and $400.00 per hour, depending on complexity."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=935623","page":"https://plannerfees.com/planners/luminate-financial-planning-289287/"},{"crd":337660,"name":"Luminescent Wealth Management, Inc.","city":"Scottsdale","state":"AZ","fees":{"hourly":[500,800]},"sourceSentences":{"hourly":"on an hourly basis ranging from $500 to $800 per hour As an annual fixed fee, typically ranging from $20,000 to $40,000 Hourly financial planning fees are due in arrears upon completion of the services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029335","page":"https://plannerfees.com/planners/luminescent-wealth-management-inc-337660/"},{"crd":339844,"name":"Luminous Money","city":"Minneapolis","state":"MN","fees":{"hourly":[200,200],"flat":[1500,15000],"annual":[1200,15000]},"sourceSentences":{"annual":"Fees are paid monthly, quarterly, or annually in arrears and generally range from $1,200 to $15,000 per year.","flat":"Fixed fee rates range between $1,500 to $15,000.","hourly":"Our hourly rate is $200."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027956","page":"https://plannerfees.com/planners/luminous-money-339844/"},{"crd":326261,"name":"Luminvest Wealth Management LLC","city":"Scottsdale","state":"AZ","fees":{"monthly":[200,200]},"sourceSentences":{"monthly":"To engage in our financial planning and consulting service, our firm requires an initial fee of $500 with an ongoing monthly fee to not exceed $200 per month."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011763","page":"https://plannerfees.com/planners/luminvest-wealth-management-llc-326261/"},{"crd":310589,"name":"Lundeen Abrams Advisors, LLC","city":"Minnetonka","state":"MN","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022278","page":"https://plannerfees.com/planners/lundeen-abrams-advisors-llc-310589/"},{"crd":336177,"name":"Lunea Wealth Management","city":"Cedar Rapids","state":"IA","fees":{"hourly":[300,300],"flat":[4000,8000]},"sourceSentences":{"flat":"Fixed fee rates range from $4,000 to $8,000.","hourly":"We charge an hourly fee of $300/hour for Hourly Consulting services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035611","page":"https://plannerfees.com/planners/lunea-wealth-management-336177/"},{"crd":311610,"name":"Lupu Financial","city":"Irvine","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007224","page":"https://plannerfees.com/planners/lupu-financial-311610/"},{"crd":314744,"name":"Luskin Financial Planning","city":"San Diego","state":"CA","fees":{"hourly":[450,450],"flat":[4695,4695]},"sourceSentences":{"flat":"Fees for Advisory Services First time clients are billed a fixed $4,695 fee for a One-Day Financial Review and returning clients are billed at $450 per hour ($35 per 6-minute intervals).","hourly":"Fees for Advisory Services First time clients are billed a fixed $4,695 fee for a One-Day Financial Review and returning clients are billed at $450 per hour ($35 per 6-minute intervals)."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016981","page":"https://plannerfees.com/planners/luskin-financial-planning-314744/"},{"crd":110093,"name":"Luther King Capital Management Corporation","city":"Fort Worth","state":"TX","fees":{"flat":[15000,18000]},"sourceSentences":{"flat":"$20,000 – non-institutional equity, fixed income, balanced and international portfolios; $15,000 – institutional equity, fixed income and balanced portfolios; $18,000 – institutional international equity portfolios; and $30,000 – institutional and non-institutional small cap, small-mid and mid cap portfolios."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049310","page":"https://plannerfees.com/planners/luther-king-capital-management-corporation-110093/"},{"crd":117273,"name":"Lutz Financial","city":"Omaha","state":"NE","fees":{"hourly":[200,500],"flat":[5000,5000]},"sourceSentences":{"flat":"Lutz Financial’s planning and consulting fees are negotiable, but is generally $5,000 on a fixed fee basis, and between $200 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Lutz Financial’s planning and consulting fees are negotiable, but is generally $5,000 on a fixed fee basis, and between $200 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023087","page":"https://plannerfees.com/planners/lutz-financial-117273/"},{"crd":300488,"name":"LVS Advisory 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quarter."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058079","page":"https://plannerfees.com/planners/lvz-inc-124228/"},{"crd":177512,"name":"LW Advisors, L.L.C.","city":"Des Moines","state":"IA","fees":{"hourly":[300,300],"flat":[300,10000]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING LW Advisors charges either a maximum hourly fee of $300 per hour or fixed fee with a range between of $300 to $10,000 for financial planning.","flat":"FINANCIAL PLANNING and CONSULTING LW Advisors charges either a maximum hourly fee of $300 per hour or fixed fee with a range between of $300 to $10,000 for financial planning."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000950","page":"https://plannerfees.com/planners/lw-advisors-l-l-c-177512/"},{"crd":315770,"name":"Lybis 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and builds off previous “Financial Planning Engagements.” This service will be assessed a $1,500 fee that is…"},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019223","page":"https://plannerfees.com/planners/lynchburg-wealth-management-284344/"},{"crd":156349,"name":"Lyon Capital Strategies","city":"Akron","state":"OH","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"For financial planning services, the fees are $150 per hour based on the number of hours spent to develop and deliver the plan."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046166","page":"https://plannerfees.com/planners/lyon-capital-strategies-156349/"},{"crd":305378,"name":"Lyon Financial Planning, LLC","city":"Waltham","state":"MA","fees":{"hourly":[550,550],"flat":[12000,12000]},"sourceSentences":{"flat":"One-time Comprehensive Financial Planning One-time Comprehensive Financial Planning will generally be offered at a rate of $12,000.","hourly":"In the event of early termination before the first half fee is earned, any prepaid but unearned fees, calculated at the rate of $550 per hour will be refunded to the Client, any completed deliverables will be provided to the Client, and no further fees will be charged."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007981","page":"https://plannerfees.com/planners/lyon-financial-planning-llc-305378/"},{"crd":335837,"name":"Lyon Restaurant Advisory","city":"Fresno","state":"CA","fees":{"hourly":[300,300],"flat":[1000,5000]},"sourceSentences":{"flat":"Clients pay a one-time onboarding fee ranging from $1,000 to $5,000, depending on the complexity of the Client’s personal financial situation and whether the Client has business interests within the scope of the financial planning engagement.","hourly":"We provide hourly financial planning and consulting services at the rate of $300 per hour."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059025","page":"https://plannerfees.com/planners/lyon-restaurant-advisory-335837/"},{"crd":128509,"name":"Lyons Asset Management","city":"Stonington","state":"CT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"First $250,000 Next $250,000 2% ` 1.5% Next $500,000 1.25% Amounts above $1,000,000 1% LAM also provides consultation services separate from investment management at an hourly rate of $250."},"brochureDate":"9/18/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=859967","page":"https://plannerfees.com/planners/lyons-asset-management-128509/"},{"crd":139577,"name":"Lyons Den Capital","city":"Zebulon","state":"NC","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Fees are accrued daily and payable on a monthly basis Financial Consultation and Planning Services: $150 per hour. 1) Fixed fees:"},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041935","page":"https://plannerfees.com/planners/lyons-den-capital-139577/"},{"crd":121207,"name":"M Financial Planning Services, Inc","city":"Marlton","state":"NJ","fees":{"hourly":[200,300],"flat":[1500,6000],"quarterly":[250,750]},"sourceSentences":{"flat":"AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $6,000 on a fixed fee basis and from $200 to $300 on an hourly rate basis.","hourly":"AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $6,000 on a fixed fee basis and from $200 to $300 on an hourly rate basis.","quarterly":"Clients pay an initial fee of between $1,500 and $3,000, and then pay a flat fee of between $250 and $750 per quarter."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000609","page":"https://plannerfees.com/planners/m-financial-planning-services-inc-121207/"},{"crd":291482,"name":"M Stevens Wealth Advisors, LLC","city":"Las Vegas","state":"NV","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"Flat fees range from $500 to $10,000 and are calculated at the $250 hourly rate our firm assesses based on the time needed to complete that service.","hourly":"Flat fees range from $500 to $10,000 and are calculated at the $250 hourly rate our firm assesses based on the time needed to complete that service."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027082","page":"https://plannerfees.com/planners/m-stevens-wealth-advisors-llc-291482/"},{"crd":281532,"name":"M Wealth Management, LLC","city":"San Diego","state":"CA","fees":{"hourly":[400,400],"flat":[750,10000]},"sourceSentences":{"hourly":"The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client.  The maximum hourly fee to be charged will not exceed $400  Flat fees range from $750 to $10,000  Ongoing fees range from $199 to 499 per month The fee-paying arrangements will be…","flat":"The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client.  The maximum hourly fee to be charged will not exceed $400  Flat fees range from $750 to $10,000  Ongoing fees range from $199 to 499 per month The fee-paying arrangements will be…"},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009666","page":"https://plannerfees.com/planners/m-wealth-management-llc-281532/"},{"crd":315452,"name":"M. Thomas Capital Management","city":"Chagrin Falls","state":"OH","fees":{"hourly":[100,500],"flat":[1000,10000],"annual":[1000,10000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $1,000 and $10,000.","annual":"The on-going semi-annual fee for these services is $1,000 and $10,000, collected in equal portions each month.","hourly":"The fees are negotiable and the final fee schedule will be disclosed in the Financial Planning Agreement. 4 Hourly Fees The hourly fee for these services is between $100 and $500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031259","page":"https://plannerfees.com/planners/m-thomas-capital-management-315452/"},{"crd":126473,"name":"M.b. Engdahl & Co.","city":"Jamestown","state":"NY","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Engdahl & Co. charges $275.00 per hour for financial planning services."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026767","page":"https://plannerfees.com/planners/m-b-engdahl-co-126473/"},{"crd":151070,"name":"M.c. Byrd Wealth Management, LLC","city":"Bellville","state":"TX","fees":{"hourly":[250,250],"flat":[1000,1000]},"sourceSentences":{"hourly":"Fees for Financial Planning and Financial Consulting Services Adviser offers financial planning services on an hourly basis for $250 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.","flat":"The Adviser may also charge a negotiable fixed fee of $1,000 for a financial plan, which is dependent upon the level and scope of these services."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025572","page":"https://plannerfees.com/planners/m-c-byrd-wealth-management-llc-151070/"},{"crd":306382,"name":"M.k. Byrne & Co. LLC","city":"Parsippany","state":"NJ","fees":{"flat":[400,400],"annual":[10000,10000]},"sourceSentences":{"flat":"Compensation – Tax and Financial Planning Service Fees Our current hourly fee for tax and financial planning services is $400, which is evaluated each January.","annual":"Due to the customized nature of the Wealth Advisory Service, the fee schedule is subject to a $10,000 annual fee minimum which includes 5 non-transferable hours of tax and financial planning services each year."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017455","page":"https://plannerfees.com/planners/m-k-byrne-co-llc-306382/"},{"crd":299284,"name":"M&a Wealth","city":"Sugarland","state":"TX","fees":{"flat":[2500,50000],"quarterly":[100,10000]},"sourceSentences":{"flat":"Our financial planning engagement clients are assessed fixed fees that generally range from $2,500 to $50,000.","quarterly":"We are paid a retainer (fixed) fee of $100 to $10,000 per quarter and is determined by the complexity of the engagement, time involved, number of accounts, etc."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058740","page":"https://plannerfees.com/planners/m-a-wealth-299284/"},{"crd":170859,"name":"M&m Wealth Management, LLC","city":"Fort Myers","state":"FL","fees":{"hourly":[400,400],"flat":[100,15000]},"sourceSentences":{"hourly":"The hourly fee for these services is $400.","flat":"The negotiated fixed rate for creating client financial plans is between $100 and $15,000."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045700","page":"https://plannerfees.com/planners/m-m-wealth-management-llc-170859/"},{"crd":158269,"name":"M1 Capital Management LLC","city":"Troy","state":"MI","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Our most common one-time fee for a financial plan is $1500, however in certain circumstances for a very limited plan we may charge as little as $150."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023912","page":"https://plannerfees.com/planners/m1-capital-management-llc-158269/"},{"crd":327044,"name":"M2 Financial LLC","city":"Cottonwood Heights","state":"UT","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is $1,000."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057300","page":"https://plannerfees.com/planners/m2-financial-llc-327044/"},{"crd":170248,"name":"M3 Advisors, LLC","city":"Savannah","state":"GA","fees":{"hourly":[100,800]},"sourceSentences":{"hourly":"Fees will range between $100 to $800 per hour or $500 to $100,000 based on the complexity of the client’s financial situation and the resources expended by M3A."},"brochureDate":"3/31/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=969855","page":"https://plannerfees.com/planners/m3-advisors-llc-170248/"},{"crd":314871,"name":"Maaxiom Capital LLC","city":"Fullerton","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING Maaxiom charges an hourly fee of $200 per hour for financial planning."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016679","page":"https://plannerfees.com/planners/maaxiom-capital-llc-314871/"},{"crd":132925,"name":"Mab Financial Planning","city":"Arlington","state":"VA","fees":{"hourly":[350,350],"flat":[6500,12000]},"sourceSentences":{"flat":"Project fees for comprehensive financial planning projects typically range from $6,500 to $12,000.","hourly":"We charge hourly fees, at the rate of $350 per hour, for non-project work."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018956","page":"https://plannerfees.com/planners/mab-financial-planning-132925/"},{"crd":311780,"name":"Mabery Consulting, LLC","city":"Washington","state":"DC","fees":{"hourly":[250,250],"flat":[4500,5500]},"sourceSentences":{"flat":"Fixed fee rates range from $4,500 to $5,500.","hourly":"(Hourly Service) Financial Planning Hourly Fee Financial Planning fee is an hourly rate of $250 per hour, with a minimum charge of $500."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047701","page":"https://plannerfees.com/planners/mabery-consulting-llc-311780/"},{"crd":148409,"name":"Mac Adams Wealth Advisors, LLC","city":"Dallas","state":"TX","fees":{"hourly":[50,500],"flat":[500,5000]},"sourceSentences":{"flat":"Such charges and fees are exclusive of and in addition to MWA's fees. ‐7‐ Financial Planning & Consulting Fees MWA's fixed fee for financial planning services generally ranges between $500 and $5,000, depending upon the complexity and scope of the plan, the client's financial situation and client's objective.","hourly":"Consulting fees are negotiable and range between $50 to $500 per hour depending on the level and scope of the services required and the professional rendering the service."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=972940","page":"https://plannerfees.com/planners/mac-adams-wealth-advisors-llc-148409/"},{"crd":341240,"name":"Macallen Capital","city":"Paradise Valley","state":"AZ","fees":{"hourly":[300,300],"flat":[3000,6000]},"sourceSentences":{"hourly":"Our fee is based on an hourly rate of $300 per hour and is calculated by estimating the number of hours required, and multiplying that estimate by $300.","flat":"Fixed fee rates range from $3,000 to $6,000, paid upfront."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057493","page":"https://plannerfees.com/planners/macallen-capital-341240/"},{"crd":144717,"name":"Macaulay & Associates, LLC","city":"Fort Mill","state":"SC","fees":{"hourly":[200,200],"flat":[2500,7500]},"sourceSentences":{"hourly":"The fee for these services is either $200 per hour, or between $2,500 and $7,500 on a fixed fee basis.","flat":"The fee for these services is either $200 per hour, or between $2,500 and $7,500 on a fixed fee basis."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056134","page":"https://plannerfees.com/planners/macaulay-associates-llc-144717/"},{"crd":337398,"name":"Macco Financial Group, Inc.","city":"Green Bay","state":"WI","fees":{"quarterly":[150,450]},"sourceSentences":{"quarterly":"However, certain Clients with a relationship size under $250,000 will be charged an ongoing financial planning fee ranging from $150 to $450 per quarter."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011857","page":"https://plannerfees.com/planners/macco-financial-group-inc-337398/"},{"crd":300318,"name":"Macdonald Wealth Associates LLC","city":"Las Vegas","state":"NV","fees":{"hourly":[575,575],"flat":[1000,30000],"monthly":[500,30000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000 - $30,000, depending on complexity and the needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $500 - $30,000 per month, depending on complexity and the needs of the client.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000 - $30,000, depending on complexity and the needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $500 - $30,000 per month, depending on complexity and the needs of the client.","hourly":"Additionally, Financial Planning is available at an hourly rate of $575 per hour if an hourly engagement is desired by the client."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053557","page":"https://plannerfees.com/planners/macdonald-wealth-associates-llc-300318/"},{"crd":297772,"name":"Maciel Wealth 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$5,000."},"brochureDate":"12/22/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999172","page":"https://plannerfees.com/planners/madson-wealth-advisors-inc-338608/"},{"crd":169107,"name":"Magellan Financial Solutions LLC","city":"Warwick","state":"NY","fees":{"hourly":[300,500],"flat":[1500,7500],"annual":[4000,25000]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $1,500 and $7,500.","annual":"We also offer our financial planning, investment consultation, and portfolio monitoring services on a retainer basis, typically ranging from $4,000 to $25,000 annually.","hourly":"The hourly fee for these services is between $300 and $500."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015093","page":"https://plannerfees.com/planners/magellan-financial-solutions-llc-169107/"},{"crd":338739,"name":"Magellan 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Advisors, LLC | 2946 Joshua Ct, Holland, MI 49424 The hourly rate is $350 per hour with a two-hour minimum, billed in 15-minute increments (a partial increment is treated as a full…","flat":"Financial Plan, Ongoing Financial Planning, and Hourly Planning Fee Table Plan Type Financial Plan Ongoing Financial Planning Hourly Planning Plan Fee $3,000 one-time $500 per quarter $350 per hour General Information In performing our services, Magna is not required to verify financial information provided by the…","quarterly":"Financial Plan, Ongoing Financial Planning, and Hourly Planning Fee Table Plan Type Financial Plan Ongoing Financial Planning Hourly Planning Plan Fee $3,000 one-time $500 per quarter $350 per hour General Information In performing our services, Magna is not required to verify financial information provided by the…"},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044635","page":"https://plannerfees.com/planners/magna-advisors-334849/"},{"crd":283056,"name":"Magnate Advisory Services, LLC","city":"Louisville","state":"KY","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"A broad-based planning engagements (consisting of multiple components) are assessed a fixed fee that ranges from $1,500 to $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034069","page":"https://plannerfees.com/planners/magnate-advisory-services-llc-283056/"},{"crd":343330,"name":"Magness Wealth Management","city":"Tionesta","state":"PA","fees":{"hourly":[100,100],"flat":[500,500]},"sourceSentences":{"flat":"Ongoing Financial Planning 9 MWM collects an initial fee, no greater than $500.","hourly":"Our hourly rate is 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management."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024558","page":"https://plannerfees.com/planners/magnolia-financial-planning-services-inc-135759/"},{"crd":324102,"name":"Magnolia Private Wealth, LLC","city":"Philadelphia","state":"PA","fees":{"flat":[1000,45000],"annual":[1500,45000]},"sourceSentences":{"flat":"Financial planning fees range from $1,000 to $45,000 depending on the amount of assets and complexity of the work to be performed.","annual":"Fees: fees will range from $1,500 - $45,000 annually, paid quarterly in advance."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033603","page":"https://plannerfees.com/planners/magnolia-private-wealth-llc-324102/"},{"crd":152081,"name":"Magnum 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month."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018457","page":"https://plannerfees.com/planners/maguire-stewardship-partners-309782/"},{"crd":144793,"name":"Mahalo Advisory Services, LLC","city":"Huntington Beach","state":"CA","fees":{"hourly":[350,350],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique Client needs.","hourly":"Services are offered based on an hourly fee of $350 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028134","page":"https://plannerfees.com/planners/mahalo-advisory-services-llc-144793/"},{"crd":335547,"name":"Mahogany Financial Strategies 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unearned portion of the fee will be refunded to you based on an hourly rate of $250.00."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045743","page":"https://plannerfees.com/planners/maia-wealth-292817/"},{"crd":291873,"name":"Maidstone Wealth Management, LLC","city":"Cambridge","state":"NY","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Our hourly fees are generally set at $150 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019407","page":"https://plannerfees.com/planners/maidstone-wealth-management-llc-291873/"},{"crd":331501,"name":"Maierhofer Wealth","city":"Stagecoach","state":"NV","fees":{"hourly":[350,350],"flat":[2500,25000]},"sourceSentences":{"flat":"The Adviser’s financial planning and consulting fees are negotiable, but generally range from $2,500 to $25,000 on a fixed fee basis or for $350 on an hourly rate basis, depending upon the level and scope of the services rendered.","hourly":"The Adviser’s financial planning and consulting fees are negotiable, but generally range from $2,500 to $25,000 on a fixed fee basis or for $350 on an hourly rate basis, depending upon the level and scope of the services rendered."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013951","page":"https://plannerfees.com/planners/maierhofer-wealth-331501/"},{"crd":151580,"name":"Main Avenue Financial Services, LLC","city":"Beaverton","state":"OR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Schedules, Payments and Options Financial Planning MAFS offers financial planning on an hourly basis at $250 per 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services."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004175","page":"https://plannerfees.com/planners/main-street-asset-managment-149610/"},{"crd":118130,"name":"Main Street Financial","city":"Purchase","state":"NY","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Main Street offers financial planning services at an hourly rate of $300 per hour."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007755","page":"https://plannerfees.com/planners/main-street-financial-118130/"},{"crd":334392,"name":"Main Street Financial Group LLC","city":"Atlanta","state":"GA","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"Comprehensive financial planning services are charged a flat rate of $5,000.","hourly":"Financial consulting services are charged at an hourly rate of $250."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053407","page":"https://plannerfees.com/planners/main-street-financial-group-llc-334392/"},{"crd":305834,"name":"Main Street Financial Solutions, LLC","city":"Newtown","state":"PA","fees":{"flat":[300,15000]},"sourceSentences":{"flat":"These fees are negotiable but typically range from $300 to $15,000 on a fixed fee basis depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054418","page":"https://plannerfees.com/planners/main-street-financial-solutions-llc-305834/"},{"crd":161452,"name":"Main Street Investment Management","city":"Edmond","state":"OK","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"MSIM charges a negotiable fixed fee between $1,500 and $5,000 based on complexity and unique Client needs."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007134","page":"https://plannerfees.com/planners/main-street-investment-management-161452/"},{"crd":299291,"name":"Main Street Investors, LLC","city":"Brentwood","state":"TN","fees":{"flat":[250,2500]},"sourceSentences":{"flat":"4 The negotiated fixed rate for creating client financial plans is between $250 and $2,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032290","page":"https://plannerfees.com/planners/main-street-investors-llc-299291/"},{"crd":173884,"name":"Maine Center for Wealth Management, LLC","city":"Augusta","state":"ME","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"MCWM charges an hourly fee of $250.00 for financial planning services and the fee will be negotiated and agreed upon by the parties in advance."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029421","page":"https://plannerfees.com/planners/maine-center-for-wealth-management-llc-173884/"},{"crd":317970,"name":"Mainsail Financial Group","city":"Bellevue","state":"WA","fees":{"flat":[2000,10000]},"sourceSentences":{"flat":"Fees for financial plans generally range from $2,000 - $10,000."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005150","page":"https://plannerfees.com/planners/mainsail-financial-group-317970/"},{"crd":109528,"name":"Mainstay Capital Management, LLC","city":"Grand Blanc","state":"MI","fees":{"quarterly":[187,187]},"sourceSentences":{"quarterly":"For a balance less than $75,000 in any quarter, a minimum quarterly fee of $187 will be charged."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003550","page":"https://plannerfees.com/planners/mainstay-capital-management-llc-109528/"},{"crd":297145,"name":"Mainstream Capital Management","city":"Los Angeles","state":"CA","fees":{"hourly":[300,300],"flat":[1000,5000]},"sourceSentences":{"flat":"Fixed fees can generally range from $1,000 to $5,000.","hourly":"Generally, an estimate of time, in hours, associated with conducting the service will be applied to an expected hourly rate of $300, but then fixed for the service."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020926","page":"https://plannerfees.com/planners/mainstream-capital-management-297145/"},{"crd":123189,"name":"Mainstreet Financial Planning, Inc.","city":"Los 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fee ranging from $3,500 to $10,000 and may be less for focused planning."},"brochureDate":"1/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003788","page":"https://plannerfees.com/planners/majestic-oak-financial-llc-133067/"},{"crd":132744,"name":"Makenna & Company, Inc.","city":"Darien","state":"CT","fees":{"annual":[2500,20000]},"sourceSentences":{"annual":"Fee’s range from $2,500-$20,000 annually."},"brochureDate":"11/13/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=930437","page":"https://plannerfees.com/planners/makenna-company-inc-132744/"},{"crd":341865,"name":"Mako Wealth Group","city":"Rochester","state":"MN","fees":{"hourly":[350,350],"flat":[0,25000]},"sourceSentences":{"flat":"Fixed fee rates range between $0 to $25,000.","hourly":"Our hourly rate is $350."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058412","page":"https://plannerfees.com/planners/mako-wealth-group-341865/"},{"crd":310425,"name":"Mallery Financial","city":"Eugene","state":"OR","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Planning and consulting services are billed either at an hourly rate of $150 per hour or on a project basis."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019190","page":"https://plannerfees.com/planners/mallery-financial-310425/"},{"crd":328035,"name":"Malone Financial Planning LLC","city":"Mckinney","state":"TX","fees":{"hourly":[400,400],"flat":[500,15000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $15,000.","hourly":"Our hourly rate is $400."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030328","page":"https://plannerfees.com/planners/malone-financial-planning-llc-328035/"},{"crd":292396,"name":"Malvern Capital Management","city":"Malvern","state":"PA","fees":{"hourly":[500,500],"flat":[2500,2500]},"sourceSentences":{"flat":"The rate for Comprehensive Financial Planning Services is $2,500.","hourly":"MCM is compensated for our Financial Consulting Services by receiving fees from clients based on an hourly rate of $500 or a single fixed fee that typically can range from $1,000 to $100,000."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010107","page":"https://plannerfees.com/planners/malvern-capital-management-292396/"},{"crd":329796,"name":"Manage Your Financial Life","city":"Northfield","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"We charge an hourly fee at a rate of $250 per hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005929","page":"https://plannerfees.com/planners/manage-your-financial-life-329796/"},{"crd":164073,"name":"Managed Wealth Advantage, LLC","city":"Saint George","state":"UT","fees":{"flat":[600,1500]},"sourceSentences":{"flat":"Services are offered based on a flat negotiable fee between $600 and $1,500."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055651","page":"https://plannerfees.com/planners/managed-wealth-advantage-llc-164073/"},{"crd":304810,"name":"Mandala Financial Advisors LLC","city":"Salida","state":"CO","fees":{"hourly":[300,300],"flat":[4500,4500]},"sourceSentences":{"flat":"One-Time Fee - $4,500, paid in advance by electronic funds transfer or check.","hourly":"Fees for this service are determined at an hourly rate of $300, billed monthly, in arrears."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013506","page":"https://plannerfees.com/planners/mandala-financial-advisors-llc-304810/"},{"crd":310354,"name":"Mandarin Advisers","city":"Naples","state":"FL","fees":{"hourly":[100,250],"quarterly":[6695,6695]},"sourceSentences":{"quarterly":"The quarterly fee would be $6,695 divided by 4, or $1,673.75.","hourly":"$100.00-$250.00/hour Seminar/Workshop Fees $0-50.00/attendee Financial Planning fees vary depending on the complexity of the Clients needs and the use of outside experts(i.e."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=709783","page":"https://plannerfees.com/planners/mandarin-advisers-310354/"},{"crd":328562,"name":"Manektala Investment Advisory Services Inc.","city":"Powhatan","state":"VA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Small businesses - $2,500 - $4,000 Consultation Services Fees for consultation services are offered on an hourly fee of $250 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023190","page":"https://plannerfees.com/planners/manektala-investment-advisory-services-inc-328562/"},{"crd":306353,"name":"Manent Capital","city":"Orford","state":"NH","fees":{"hourly":[450,450],"flat":[2500,15000],"monthly":[625,625]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 to $15,000.","hourly":"Our hourly rate is $450.","monthly":"If after the initial financial plan delivery, the client would like to continue with an ongoing financial planning relationship, the fee will be $625 per month paid in arrears."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999965","page":"https://plannerfees.com/planners/manent-capital-306353/"},{"crd":307437,"name":"Mangolds Investment Advisors Inc.","city":"Lancaster","state":"PA","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Our Financial Planning fee is $100 per hour."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051841","page":"https://plannerfees.com/planners/mangolds-investment-advisors-inc-307437/"},{"crd":160552,"name":"Mangotree Capital, LLC","city":"Sterling Heights","state":"MI","fees":{"hourly":[300,300],"flat":[3000,3000]},"sourceSentences":{"hourly":"We charge an hourly fee of $300 for financial planning services.","flat":"We may also charge a fixed fee, which starts at $3,000, for financial planning services."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002802","page":"https://plannerfees.com/planners/mangotree-capital-llc-160552/"},{"crd":338376,"name":"Manhattan Wealth Management Group","city":"New York","state":"NY","fees":{"flat":[2500,25000]},"sourceSentences":{"flat":"The negotiated fixed fee for a financial plan generally ranges from $2,500 to $25,000, depending on the complexity and scope of the services provided."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056124","page":"https://plannerfees.com/planners/manhattan-wealth-management-group-338376/"},{"crd":283630,"name":"Manhattan West Asset Management, LLC","city":"Los 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LLC","city":"Far Hills","state":"NJ","fees":{"quarterly":[1250,1250]},"sourceSentences":{"quarterly":"Manley Capital provides financial planning service for the fixed price of $1250 per quarter, paid in arrears."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025195","page":"https://plannerfees.com/planners/manley-capital-management-llc-167865/"},{"crd":342088,"name":"Manning Financial Advisors","city":"Evergreen","state":"CO","fees":{"flat":[5000,10000]},"sourceSentences":{"flat":"For services provided as described above, MFA will charge a fee of $10,000 for the first 1031 Exchange Financial Plan and a fee of $5,000 for each subsequent plan in that 1031 Exchange."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051104","page":"https://plannerfees.com/planners/manning-financial-advisors-342088/"},{"crd":331419,"name":"Mannion Money Advisory","city":"Marlborough","state":"MA","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Ad hoc consulting is billed to the client as a $100 hourly fee, rounded up to full-hour increments; time spent traveling in service to clients is billed to the client at the same hourly rate, and miscellaneous expenses incurred in service are also billed to the client."},"brochureDate":"1/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999859","page":"https://plannerfees.com/planners/mannion-money-advisory-331419/"},{"crd":343127,"name":"Mansa Wealth Advisory, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Mansa Wealth Advisory, LLC offers financial planning services at an hourly rate of $275 per hour."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056808","page":"https://plannerfees.com/planners/mansa-wealth-advisory-llc-343127/"},{"crd":300713,"name":"Map To Your Wealth LLC","city":"Floral Park","state":"NY","fees":{"flat":[600,600],"monthly":[140,140]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $600.00 and an ongoing fee that is paid monthly, in advance, at the rate of $140.00 per month.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $600.00 and an ongoing fee that is paid monthly, in advance, at the rate of $140.00 per month."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003955","page":"https://plannerfees.com/planners/map-to-your-wealth-llc-300713/"},{"crd":328353,"name":"Maplewood Wealth","city":"Arlington Heights","state":"IL","fees":{"flat":[995,5000],"annual":[6000,6000]},"sourceSentences":{"annual":"The minimum annual fee for this service is $6,000, which may be waived at the discretion of MW.","flat":"Fixed fee rates typically range from $995 to $5,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039576","page":"https://plannerfees.com/planners/maplewood-wealth-328353/"},{"crd":341390,"name":"Mapt Capital","city":"Madison","state":"WI","fees":{"flat":[3000,20000]},"sourceSentences":{"flat":"Fixed fee rates range from $3,000 to $20,000."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056600","page":"https://plannerfees.com/planners/mapt-capital-341390/"},{"crd":167335,"name":"Mar Wealth Management Services, LLC","city":"West Palm Beach","state":"FL","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $10,000.","hourly":"Clients may terminate their contracts without penalty within five business days of signing the advisory contract. 3 Hourly Fees The hourly fee for these services is $250."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047174","page":"https://plannerfees.com/planners/mar-wealth-management-services-llc-167335/"},{"crd":284692,"name":"Maranantha Financial","city":"Ventura","state":"CA","fees":{"hourly":[150,300],"flat":[500,5000]},"sourceSentences":{"hourly":"In special circumstances it may be offered on a hourly basis at a rate of $150.00 to $ 300.00 per hour, depending on the nature of the specified services.","flat":"The fixed fee can range between $ 500.00 - $5,000.00."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016754","page":"https://plannerfees.com/planners/maranantha-financial-284692/"},{"crd":292973,"name":"Marathon Wealth Incorporated","city":"Suwanee","state":"GA","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Hourly fees range from $150 to $300 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031778","page":"https://plannerfees.com/planners/marathon-wealth-incorporated-292973/"},{"crd":309337,"name":"Marathon Wealth Management, LLC","city":"Medina","state":"WA","fees":{"hourly":[250,250],"flat":[3000,5000],"monthly":[250,500]},"sourceSentences":{"flat":"The fee for development of a comprehensive financial plan will range between $3000.00 to $5000.00 depending on the complexity of the Client’s financial situation.","hourly":"(Fee based on 12-20 hours of work @ $250.00/hr.) $500.00 of the fee will be due at the beginning of the engagement and the remainder is due upon delivery of the financial plan.","monthly":"Ongoing Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at a rate between $250 and $500 per month, (1-2 hours @ $250.00/hr.), based on the Client’s financial complexity."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=966708","page":"https://plannerfees.com/planners/marathon-wealth-management-llc-309337/"},{"crd":337908,"name":"Maravi Capital Management","city":"Round Rock","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $200 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055365","page":"https://plannerfees.com/planners/maravi-capital-management-337908/"},{"crd":334299,"name":"Marbella Wealth Advisory Group, LLC","city":"Atlanta","state":"GA","fees":{"annual":[500,2000]},"sourceSentences":{"annual":"Ongoing Financial Planning Ongoing Financial Planning consists of a minimum annual fee that is paid monthly in advance, at a rate of $500 - $2,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024233","page":"https://plannerfees.com/planners/marbella-wealth-advisory-group-llc-334299/"},{"crd":154744,"name":"Marble Trail 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$5,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015381","page":"https://plannerfees.com/planners/marc-c-helfrich-registered-investment-advisor-160051/"},{"crd":290094,"name":"Margin","city":"Denver","state":"CO","fees":{"hourly":[495,495],"flat":[0,5000],"quarterly":[2000,30000]},"sourceSentences":{"quarterly":"New quarterly fees range from $2,000 to $30,000 per quarter.","flat":"In addition to the quarterly fee, MARGIN charges a one-time onboarding fee, which can range from $0 to $5,000.","hourly":"Or, we will bill hourly, Page 9 of 29 by the minute at $495 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032433","page":"https://plannerfees.com/planners/margin-290094/"},{"crd":341653,"name":"Margin Advisory Group LLC","city":"Mount 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$3,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038185","page":"https://plannerfees.com/planners/margo-financial-323290/"},{"crd":325087,"name":"Mari Legacy Group, LLC","city":"Calabasas","state":"CA","fees":{"hourly":[350,350],"flat":[20000,20000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $20,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032516","page":"https://plannerfees.com/planners/mari-legacy-group-llc-325087/"},{"crd":141456,"name":"Marian Financial Services, Inc.","city":"St. Johns","state":"FL","fees":{"hourly":[250,250],"annual":[1200,2400]},"sourceSentences":{"hourly":"Hourly and Flat Fee Services MarianFS charges $250 per hour fee or a flat fee for assisting clients with client requested services.","annual":"The fee for this ranges between $1,200 and $2,400 per year, payable quarterly."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021490","page":"https://plannerfees.com/planners/marian-financial-services-inc-141456/"},{"crd":152951,"name":"Marian Investor Coaching, Inc.","city":"Greenwood","state":"IN","fees":{"hourly":[150,150],"flat":[250,500]},"sourceSentences":{"flat":"Portfolio MRI® Services Each prospective client referred to Matson Money, Inc. has a Portfolio MRI® prepared for them for a one-time flat fee which ranges from $250.00 to $500.00.","hourly":"The hourly fee is $150 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018511","page":"https://plannerfees.com/planners/marian-investor-coaching-inc-152951/"},{"crd":289049,"name":"Marienplatz Wealth Management 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$400."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015925","page":"https://plannerfees.com/planners/marim-wealth-planning-325684/"},{"crd":288327,"name":"Marin Financial Group","city":"Katy","state":"TX","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Accounts less than $100,000 will incur a one-time fee of $500 for financial planning."},"brochureDate":"8/11/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987304","page":"https://plannerfees.com/planners/marin-financial-group-288327/"},{"crd":325239,"name":"Marin Financial LLC","city":"Lancaster","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"- 5- FINANCIAL PLANNING AND CONSULTING Marin Financial charges an hourly fee of $250 per hour based on complexity and unique Client needs for financial planning."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023187","page":"https://plannerfees.com/planners/marin-financial-llc-325239/"},{"crd":123237,"name":"Marin Wealth Advisors LLC","city":"San Rafael","state":"CA","fees":{"flat":[7000,20000]},"sourceSentences":{"flat":"Marin Wealth Advisors LLC charges a fixed fee ranging from $7,000 to $20,000 for comprehensive or modular financial planning services."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059089","page":"https://plannerfees.com/planners/marin-wealth-advisors-llc-123237/"},{"crd":311567,"name":"Marina Wealth Advisors","city":"Los Angeles","state":"CA","fees":{"hourly":[1000,1000],"monthly":[99,5000],"quarterly":[297,15000]},"sourceSentences":{"monthly":"For Clients paying monthly, the fee is $99-$5,000 per month.","quarterly":"For Clients paying quarterly, the fee is $297-$15,000 per quarter.","hourly":"We provide project-based financial planning at the rate of $1,000 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028994","page":"https://plannerfees.com/planners/marina-wealth-advisors-311567/"},{"crd":315730,"name":"Marion Wealth Management","city":"Monroeville","state":"PA","fees":{"monthly":[350,350]},"sourceSentences":{"monthly":"As explained above, our minimum fee is $350 a month and is based on the scope and complexity of the engagement."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018429","page":"https://plannerfees.com/planners/marion-wealth-management-315730/"},{"crd":311934,"name":"Maripau Wealth Management LLC","city":"Fort Wayne","state":"IN","fees":{"flat":[1500,3500]},"sourceSentences":{"flat":"Where we are engaged for these services on a stand-alone basis, you will typically pay us a fixed fee ranging from $1,500 - $3,500."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015114","page":"https://plannerfees.com/planners/maripau-wealth-management-llc-311934/"},{"crd":126669,"name":"Mark Andrew Paganelli","city":"Pittsford","state":"NY","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $300 per hour."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008835","page":"https://plannerfees.com/planners/mark-andrew-paganelli-126669/"},{"crd":117136,"name":"Mark Harris Services","city":"Cameron Park","state":"CA","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Table 1~~Asset Management Fee Table 2~~Hourly Financial Planning Fees Table 1 Asset Management Fee Account Management Fees Market Value of Account Quarterly Fee Annualized Rate Account Value under $1,000,000 0.25% 1.00% Account Value over $1,000,000 0.1875% 0.75% Table 2~~Financial Planning Hourly Fee $125.00 per…"},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004526","page":"https://plannerfees.com/planners/mark-harris-services-117136/"},{"crd":285773,"name":"Mark Sharp Retirement","city":"Portland","state":"OR","fees":{"flat":[2500,9500],"annual":[0,7500]},"sourceSentences":{"annual":"Ongoing Retirement Planning Assets Under Management Annual Retainer $0 - $2,000,000 $7,500 $2,000,000 and Above $10,000+ The annual fee is a non-negotiable flat fee payable in advance on a quarterly basis.","flat":"The Fixed fee ranges from $2,500 -$9,500, with have of the fee payable in advance and the remaining balance due upon completion."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011257","page":"https://plannerfees.com/planners/mark-sharp-retirement-285773/"},{"crd":108742,"name":"Mark Sheptoff Financial Planning LLC","city":"Glastonbury","state":"CT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, from $300 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031423","page":"https://plannerfees.com/planners/mark-sheptoff-financial-planning-llc-108742/"},{"crd":131890,"name":"Mark Smith Financial Services, Inc.","city":"Thousand Oaks Drive","state":"CA","fees":{"hourly":[545,545]},"sourceSentences":{"hourly":"The hourly fee for the adviser is $545 plus expenses ($170 hourly plus expenses for support staff) with the client providing prior approval of the amount of the fee before work commences."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007758","page":"https://plannerfees.com/planners/mark-smith-financial-services-inc-131890/"},{"crd":155157,"name":"Market Street Wealth Management","city":"West Chester","state":"PA","fees":{"monthly":[50,100]},"sourceSentences":{"monthly":"The monthly fee ranges from $50 to $100 per month, depending on the overall scope of services to be performed."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011891","page":"https://plannerfees.com/planners/market-street-wealth-management-155157/"},{"crd":286420,"name":"Marketstrats, LLC","city":"Cape Coral","state":"FL","fees":{"hourly":[250,250],"flat":[1000,6000]},"sourceSentences":{"flat":"Depending on the complexity of the project, the generally negotiable fee can range between $1,000 and $6,000.","hourly":"The hourly rate will be $250 per hour, which may be negotiable depending on the complexity of the project."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055015","page":"https://plannerfees.com/planners/marketstrats-llc-286420/"},{"crd":302088,"name":"Markle Financial LLC","city":"Laramie","state":"WY","fees":{"hourly":[75,775]},"sourceSentences":{"hourly":"Consulting/Financial Planning MFL consulting fees are charged an hourly rate of between $75- $775 an hour as outlined in the Scope of Work."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030765","page":"https://plannerfees.com/planners/markle-financial-llc-302088/"},{"crd":170513,"name":"Markle Wealth Management","city":"Danielsville","state":"PA","fees":{"hourly":[295,295]},"sourceSentences":{"hourly":"Fees for these services will be billed $295 per hour with a four-hour minimum engagement requirement."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001481","page":"https://plannerfees.com/planners/markle-wealth-management-170513/"},{"crd":148679,"name":"Marks Group Wealth Management, Inc.","city":"Minnetonka","state":"MN","fees":{"annual":[10000,100000]},"sourceSentences":{"annual":"The fees are negotiable, but generally range from $10,000 to $100,000 annually depending upon the level and scope of the services and the professional rendering the consulting services."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023856","page":"https://plannerfees.com/planners/marks-group-wealth-management-inc-148679/"},{"crd":115645,"name":"Marotta Wealth Management, Inc.","city":"Charlottesville","state":"VA","fees":{"hourly":[500,500],"quarterly":[1000,1000]},"sourceSentences":{"quarterly":"Our minimum fee for \"Collaborative\" services is $1,000 per quarter or $400,000 in assets under management.","hourly":"Although we recommend an ongoing relationship, as time permits, we may on occasion offer some services for a fixed fee or a rate of $500 per hour for clients without managed accounts."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059792","page":"https://plannerfees.com/planners/marotta-wealth-management-inc-115645/"},{"crd":116604,"name":"Marquis Wealth Management Group","city":"Fort Myers","state":"FL","fees":{"hourly":[150,400],"quarterly":[375,625],"annual":[1500,2500]},"sourceSentences":{"hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $150 to $400 on an hourly rate basis for professional time and $90 to $180 on an hourly basis for administrative time, depending upon the level and scope of the service(s) required and the person(s) rendering the service(s).","annual":"The Registrant also requires a minimum fee of $1,500 annually, or $375 per quarter, when a client has less than $500,000 of assets under management, or $2,500 annually, or $625 per quarter, when a client has $500,000 or more of assets under management.","quarterly":"The Registrant also requires a minimum fee of $1,500 annually, or $375 per quarter, when a client has less than $500,000 of assets under management, or $2,500 annually, or $625 per quarter, when a client has $500,000 or more of assets under management."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042479","page":"https://plannerfees.com/planners/marquis-wealth-management-group-116604/"},{"crd":164623,"name":"Marquise Wealth Management, 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services."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042513","page":"https://plannerfees.com/planners/marshall-sterling-wealth-advisors-inc-164345/"},{"crd":333186,"name":"Marshall Financial","city":"Myrtle Beach","state":"SC","fees":{"hourly":[150,150],"flat":[1500,1500]},"sourceSentences":{"hourly":"The fee will be due in advance of the presentation(s) and will be based upon the Adviser’s hourly rate (minimum $150/hour) as agreed to at the time of engagement.","flat":"The fee for financial planning services is a fixed fee of $1500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023464","page":"https://plannerfees.com/planners/marshall-financial-333186/"},{"crd":174817,"name":"Marshall Investment Management, LLC","city":"Greenwood 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services."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027588","page":"https://plannerfees.com/planners/martello-retirement-and-wealth-llc-287730/"},{"crd":291599,"name":"Martha's Vineyard Investment Advisors, LLC","city":"West Tisbury","state":"MA","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"These fees are negotiable, but start at $2,500 on a fixed fee basis and up to $250 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036274","page":"https://plannerfees.com/planners/martha-s-vineyard-investment-advisors-llc-291599/"},{"crd":337257,"name":"Martin Capital Planning","city":"East Longmeadow","state":"MA","fees":{"hourly":[500,500],"flat":[1500,5000]},"sourceSentences":{"flat":"5 The negotiated fixed rate for creating client financial plans is between $1,500 and $5,000.","hourly":"The negotiated hourly fee for these services is $500."},"brochureDate":"7/7/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=984081","page":"https://plannerfees.com/planners/martin-capital-planning-337257/"},{"crd":123097,"name":"Martin Financial Management","city":"Itasca","state":"IL","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Follow-up implementation work may be billed separately at the rate of $400.00 per hour."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000226","page":"https://plannerfees.com/planners/martin-financial-management-123097/"},{"crd":283428,"name":"Martin Wealth Solutions","city":"Christiansburg","state":"VA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Page 10 of 21 Disclosure Brochure Page 11 of 21 Disclosure Brochure Financial Planning Hourly Fee Financial Planning fee is an hourly rate of $400.00 per hour with a 5 hour Minimum requirement."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009392","page":"https://plannerfees.com/planners/martin-wealth-solutions-283428/"},{"crd":324581,"name":"Martin, Marcus","city":"Crested Butte","state":"CO","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"Martin charges an hourly rate of $325 for services for new clients."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003262","page":"https://plannerfees.com/planners/martin-marcus-324581/"},{"crd":113145,"name":"Mary J. Spitler, MS, LLC","city":"Laramie","state":"WY","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"In such cases, the Client will be billed on a pro-rated basis for the current quarter. 5 The normal fee for hourly financial planning and investment advice is $75 per hour."},"brochureDate":"3/5/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=425705","page":"https://plannerfees.com/planners/mary-j-spitler-ms-llc-113145/"},{"crd":115046,"name":"Mascagni Wealth Management, Inc.","city":"Clinton","state":"MS","fees":{"hourly":[250,250],"flat":[750,2500]},"sourceSentences":{"flat":"For preparation of comprehensive financial plans, our fees normally range from $750 to $2,500.","hourly":"This fee range is based on an estimated hourly charge of approximately $250 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029804","page":"https://plannerfees.com/planners/mascagni-wealth-management-inc-115046/"},{"crd":300937,"name":"Mash Financial Planning","city":"Jacksonville","state":"FL","fees":{"flat":[250,2000],"annual":[0,15000]},"sourceSentences":{"annual":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee ranging from $0 to $15,000, depending on complexity and needs of the client.","flat":"The fixed fee can range between $250.00 and $2,000.00 The fee is negotiable."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050142","page":"https://plannerfees.com/planners/mash-financial-planning-300937/"},{"crd":293840,"name":"Maslar Financial","city":"Bradenton","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial Planning and Investment Consultation Services Financial planning and advisory services fees range are $250 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=911241","page":"https://plannerfees.com/planners/maslar-financial-293840/"},{"crd":307206,"name":"Mason & Associates, LLC","city":"Newport News","state":"VA","fees":{"flat":[3000,20000],"monthly":[100,1000]},"sourceSentences":{"flat":"For the delivery of an initial financial plan, Adviser typically charges a negotiable flat fee ranging from $3,000 to $20,000 depending on the nature and complexity of the particular client's financial situation (the \"Initial Planning Fee\").","monthly":"The Initial Planning Fee may be waived in whole or in part in Adviser's sole discretion.​ ​ For the delivery of ongoing financial planning services, Adviser typically charges a recurring fixed fee ranging from $100 to $1,000 per month depending on the nature and complexity of the particular client’s financial…"},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056531","page":"https://plannerfees.com/planners/mason-associates-llc-307206/"},{"crd":308456,"name":"Mason Wealth Strategies","city":"Cumming","state":"GA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Project-Based Financial Planning Service Hourly Financial Planning engagements are offered at an hourly rate of $200 per hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013323","page":"https://plannerfees.com/planners/mason-wealth-strategies-308456/"},{"crd":145151,"name":"Masonboro Advisors","city":"Wilmington","state":"NC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The quote will be based on estimated time spent on the project which is calculated at a rate not to exceed $250 per hour."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051080","page":"https://plannerfees.com/planners/masonboro-advisors-145151/"},{"crd":124707,"name":"Massucci & Associates","city":"Plantsville","state":"CT","fees":{"hourly":[225,225],"annual":[1000,1000]},"sourceSentences":{"hourly":"The fee range generally is $1,000 to $10,000 and is based on an hourly rate of $225 and is negotiable on a client by client basis.","annual":"The minimum annual fee is $1,000 and is negotiable only for amounts above $1,000."},"brochureDate":"2/18/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=943995","page":"https://plannerfees.com/planners/massucci-associates-124707/"},{"crd":290075,"name":"Masterpiece Capital, LLC","city":"Austin","state":"TX","fees":{"flat":[500,75000],"quarterly":[250,250],"annual":[1000,1000]},"sourceSentences":{"flat":"Flat fees range from $500 to $75,000.","quarterly":"Any platform fee applicable is charged quarterly and is capped at $250/quarter ($1,000 annually), per client household relationship.","annual":"Any platform fee applicable is charged quarterly and is capped at $250/quarter ($1,000 annually), per client household relationship."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047579","page":"https://plannerfees.com/planners/masterpiece-capital-llc-290075/"},{"crd":171497,"name":"Masterplan Retirement Consultants","city":"Marietta","state":"GA","fees":{"hourly":[195,195],"flat":[750,10000]},"sourceSentences":{"hourly":"Ad hoc Financial Planning Services are offered based on an hourly fee of $195 per hour.","flat":"Comprehensive Financial Planning Services are offered based on a flat fee between $750 and $10,000."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055892","page":"https://plannerfees.com/planners/masterplan-retirement-consultants-171497/"},{"crd":329201,"name":"Masuda Lehrman Wealth","city":"Honolulu","state":"HI","fees":{"hourly":[300,300],"flat":[4200,8400]},"sourceSentences":{"flat":"Therefore, some clients could pay different fees than the fee schedule shown below. 90-Day Retirement Roadmap For our 90-Day Retirement Roadmap, MLW charges a flat fee, typically ranging between $4,200 to $8,400, based the complexity of the client’s financial situation.","hourly":"On a case-by-case basis, we offer Hourly Financial Planning Services at a rate of $300 per hour."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057866","page":"https://plannerfees.com/planners/masuda-lehrman-wealth-329201/"},{"crd":150079,"name":"Mathies Financial Partners","city":"Pueblo","state":"CO","fees":{"hourly":[250,250],"flat":[6000,6000]},"sourceSentences":{"flat":"Fees for financial plans are charged on a fixed basis, with a maximum of $6,000 that is negotiable based on the actual services requested, the complexity of your situation and time frame involved (i.e., request for expedited delivery).","hourly":"Fees are calculated by multiplying the time spent on the plan to the date of termination by the rate of $250 per hour."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046844","page":"https://plannerfees.com/planners/mathies-financial-partners-150079/"},{"crd":172858,"name":"Mathis Wealth Management","city":"Phoenix","state":"AZ","fees":{"hourly":[250,250],"flat":[1200,5000]},"sourceSentences":{"flat":"Mathis charges a fixed fee ranging from $1,200 to $5,000 for its financial planning services.","hourly":"Financial consultation services are provided for at an hourly fee of $250 per hour, to be paid directly by the client (i.e., such fees are not billed to the client’s account)."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059613","page":"https://plannerfees.com/planners/mathis-wealth-management-172858/"},{"crd":167996,"name":"Matterhorn Financial Planning","city":"Pocatello","state":"ID","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Fees for financial advice, financial planning, and investment advice services are $450 per hour, billed in six-minute increments, and a partial increment will be treated as a whole."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000317","page":"https://plannerfees.com/planners/matterhorn-financial-planning-167996/"},{"crd":299342,"name":"Mattern Capital Management, LLC","city":"Lakewood","state":"CO","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Fees for financial planning and/or consulting services can be billed on a project, fixed rate, or an hourly rate of $350 per hour."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018195","page":"https://plannerfees.com/planners/mattern-capital-management-llc-299342/"},{"crd":304520,"name":"Mattern Wealth Management LLC","city":"Lawrence","state":"KS","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees for financial planning and/or consulting services can be billed on a project, fixed rate, or an hourly rate of $300 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027858","page":"https://plannerfees.com/planners/mattern-wealth-management-llc-304520/"},{"crd":284073,"name":"Matthew J Cohen Consulting","city":"Moultonborough","state":"NH","fees":{"hourly":[125,125],"flat":[1250,2000]},"sourceSentences":{"hourly":"Hourly services are charged at a rate of $125 per hour and fixed fees for written financial plans range from $1,250 to $2,000, depending on the complexity of the particular situation.","flat":"Hourly services are charged at a rate of $125 per hour and fixed fees for written financial plans range from $1,250 to $2,000, depending on the complexity of the particular situation."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034446","page":"https://plannerfees.com/planners/matthew-j-cohen-consulting-284073/"},{"crd":226648,"name":"Mattix Wealth Management LLC","city":"Jeffersonville","state":"IN","fees":{"hourly":[200,200],"flat":[1500,3500]},"sourceSentences":{"flat":"The minimum fixed fee is generally $1,500 and the maximum fixed fee is generally no more than $3,500.","hourly":"When providing services on an hourly basis, our investment advisor representatives are billed at a rate of $200 per hour."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001570","page":"https://plannerfees.com/planners/mattix-wealth-management-llc-226648/"},{"crd":153067,"name":"Mattson Financial Services, LLC","city":"Kentwood","state":"MI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial planning and consulting fees are set hourly and start at $300 per hour."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048616","page":"https://plannerfees.com/planners/mattson-financial-services-llc-153067/"},{"crd":168073,"name":"Matune Basile Advisors","city":"Hermitage","state":"PA","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"The minimum annual fee will be $2,500."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007723","page":"https://plannerfees.com/planners/matune-basile-advisors-168073/"},{"crd":145996,"name":"Mature Money Management, Inc","city":"Elk Grove","state":"CA","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique Client needs.","hourly":"Services are offered based on an hourly fee of $200 per hour based on complexity and unique Client needs."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001444","page":"https://plannerfees.com/planners/mature-money-management-inc-145996/"},{"crd":314657,"name":"Maura Madden Financial Planning","city":"Seattle","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Comprehensive, Project Based Financial Planning engagements are offered at our hourly rate of $300, billed in 15 minute increments."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013326","page":"https://plannerfees.com/planners/maura-madden-financial-planning-314657/"},{"crd":122411,"name":"Mauro Capital Management, Inc.","city":"Valencia","state":"PA","fees":{"hourly":[200,200],"flat":[500,500]},"sourceSentences":{"hourly":"Investment consultation and financial planning services are rendered on an hourly basis at $200 per hour.","flat":"For hourly engagements (investment consultation and financial planning) we may require the lesser of $500 or one-half of the estimated fees upon the signing of the agreement."},"brochureDate":"3/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013096","page":"https://plannerfees.com/planners/mauro-capital-management-inc-122411/"},{"crd":321951,"name":"Mavericus Retirement Services LLC","city":"Georgetown","state":"SC","fees":{"hourly":[450,7000],"flat":[1700,1700],"annual":[1700,1700]},"sourceSentences":{"flat":"For a Client with an Ongoing Advice Relationship with MRS ○ The flat fee for the initial retirement income plan and the first year of Ongoing Financial Planning Services is $1,700, which shall be charged upon delivery of the final retirement income plan is delivered to Client.","annual":"This fee is not refundable. ○ Starting on the eighteen-month anniversary from the Effective Date of the Client Agreement, Client shall be charged a recurring flat fee for Ongoing Financial Planning Services of $1,700 per year, which shall be charged semiannually at the rate of $850 per charge in six-month intervals…","hourly":"For clients engaging in a one-time financial plan, MRS charges a flat fee of $7,000 or $450 per hour."},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043718","page":"https://plannerfees.com/planners/mavericus-retirement-services-llc-321951/"},{"crd":165129,"name":"Maxele Advisors, LLC","city":"Webster Groves","state":"MO","fees":{"hourly":[200,200],"flat":[2000,4000],"annual":[500,2500]},"sourceSentences":{"hourly":"The hourly rate is generally $200 per hour, but ranges from $150 to $250 depending on the investment adviser representative Page 5 rendering the advice and the © MarketCounsel 2012 Maxele Advisors, LLC Disclosure Brochure complexity involved in providing financial planning services.","flat":"Based on an hourly rate of $200, the firm generally provides more basic comprehensive financial planning services for $2,000 to $4,000 and more involved comprehensive financial planning services for up to $10,000.","annual":"For ongoing financial planning services, the firm may charge an annual retainer fee of $500 to $2,500, which is prorated and charged quarterly."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039656","page":"https://plannerfees.com/planners/maxele-advisors-llc-165129/"},{"crd":130161,"name":"Maxim Capital Advisors, Inc.","city":"Irvine","state":"CA","fees":{"hourly":[300,300],"flat":[2500,20000]},"sourceSentences":{"flat":"Fees for Financial Planning Services may be charged as a fixed fee, typically ranging from $2,500 - $20,000, depending on the nature and complexity of each client’s circumstances.","hourly":"Ongoing Planning Services or Special Project Fees may be charged on an hourly basis, at a negotiable fee of $300 per-hour, depending on the nature and complexity of each client’s circumstances."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=295704","page":"https://plannerfees.com/planners/maxim-capital-advisors-inc-130161/"},{"crd":122662,"name":"Maximum Asset Strategies","city":"Newtown","state":"PA","fees":{"hourly":[300,300],"flat":[500,2500]},"sourceSentences":{"hourly":"An hourly fee of $300 per hour is charged by Maximum Asset Strategies, LLC for financial planning services under this arrangement.","flat":"The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $2,500."},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048298","page":"https://plannerfees.com/planners/maximum-asset-strategies-122662/"},{"crd":167863,"name":"Maxwell Financial Group, Inc","city":"Sherwood","state":"OR","fees":{"hourly":[300,500],"flat":[2500,25000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $2,500 and $25,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $300 and $500."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020609","page":"https://plannerfees.com/planners/maxwell-financial-group-inc-167863/"},{"crd":332076,"name":"May Hill Capital, LLC","city":"Cohasset","state":"MA","fees":{"annual":[15000,15000]},"sourceSentences":{"annual":"The Advisor requires a minimum annual fee of $15,000, which may be reduced or waived at the Advisor’s discretion."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011887","page":"https://plannerfees.com/planners/may-hill-capital-llc-332076/"},{"crd":290213,"name":"May Tree Financial Planning LLC","city":"Leander","state":"TX","fees":{"hourly":[250,250],"monthly":[50,500]},"sourceSentences":{"monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $50$500 per month depending on complexity and needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour, but may be negotiated lower depending on complexity."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023284","page":"https://plannerfees.com/planners/may-tree-financial-planning-llc-290213/"},{"crd":144325,"name":"Maya Advisors, Inc.","city":"Palo Alto","state":"CA","fees":{"annual":[6000,12000]},"sourceSentences":{"annual":"Fees for ongoing financial planning services range from $6,000 to $12,000 annually."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005622","page":"https://plannerfees.com/planners/maya-advisors-inc-144325/"},{"crd":321824,"name":"Mayfair Financial, LLC","city":"Kirkwood","state":"MO","fees":{"flat":[6400,14000],"annual":[6000,14000]},"sourceSentences":{"annual":"Mayfair Financial provides wealth management services at an annual rate between $6,000 and $14,000 per year.","flat":"Page 7 of 27 Project-Based Financial Planning Fees Mayfair Financial provides a comprehensive financial plan for a fixed fee ranging from $6,400 - $14,000, which is negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048875","page":"https://plannerfees.com/planners/mayfair-financial-llc-321824/"},{"crd":144072,"name":"Mayfield Advisors, Inc.","city":"Palo Alto","state":"CA","fees":{"hourly":[150,250],"flat":[1500,7500],"annual":[500,500]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $1,500 to $7,500; or On an hourly basis, ranging from $150 to $250 per hour.","hourly":"As a fixed fee, typically ranging from $1,500 to $7,500; or On an hourly basis, ranging from $150 to $250 per hour.","annual":"Mayfield requires a minimum annual fee of $500 for Financial Planning & Consulting services; however, this fee may be reduced or waived under certain circumstances at Mayfield's discretion."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013284","page":"https://plannerfees.com/planners/mayfield-advisors-inc-144072/"},{"crd":331546,"name":"Maynerich Financial","city":"Virden","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Firm also offers investment advice at a negotiable hourly rate of $250/hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037940","page":"https://plannerfees.com/planners/maynerich-financial-331546/"},{"crd":140934,"name":"Maze Financial Planning","city":"Chapel Hill","state":"NC","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Assets Under Management On the first $1,000,000 On the next $4,000,000 On the next $5,000,000 On all amounts above $10,000,000 Buckingham Strategic Partner’s Annual Fee 0.20% 0.15% 0.08% 0.05% 6 MAZE’s Annual Fee Total Annual Fee 0.70% 0.45% 0.25% 0.15% 0.90% 0.60% 0.33% 0.20% Financial Planning Services Fees for…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035398","page":"https://plannerfees.com/planners/maze-financial-planning-140934/"},{"crd":289141,"name":"MB Financial Planning LLC","city":"Richmond","state":"RI","fees":{"hourly":[250,250],"flat":[5000,10000]},"sourceSentences":{"hourly":"If the calculated fee does exceed 3% AUM, then MBFP will track tasks and hours and earn the fees based on hours worked, based on an hourly rate of $250.","flat":"A One-Time Comprehensive Financial Plan costs $5000-$10,000, depending on the complexity of the client’s financial and tax 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event for non-fiduciary advice in change in control situations around corporate acquisitions, mergers, dispositions or plan terminations."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017069","page":"https://plannerfees.com/planners/mbl-advisors-305176/"},{"crd":169091,"name":"MBM Wealth Consultants, LLC","city":"Chesterfield","state":"MO","fees":{"hourly":[150,150],"flat":[1000,5000]},"sourceSentences":{"hourly":"These fees are largely determined by the scope and complexity of the agreed services and average approximately $150 on an hourly basis and range from $1,000 to $5,000 on a fixed fee basis.","flat":"These fees are largely determined by the scope and complexity of the agreed services and average approximately $150 on an hourly basis and range from $1,000 to $5,000 on a fixed fee basis."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030209","page":"https://plannerfees.com/planners/mbm-wealth-consultants-llc-169091/"},{"crd":168333,"name":"MBR Financial","city":"Houston","state":"TX","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"Hourly charges are assessed as work is conducted (with rates ranging from $150 to $500 per hour)."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022345","page":"https://plannerfees.com/planners/mbr-financial-168333/"},{"crd":146331,"name":"MC Financial Services, Inc.","city":"Louisville","state":"KY","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"For hourly billing projects, our maximum fee is $300 per hour, based on the complexity of the project and the seniority of the representative performing the services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032976","page":"https://plannerfees.com/planners/mc-financial-services-inc-146331/"},{"crd":143223,"name":"Mcbee Advisors, Inc.","city":"Glendale","state":"AZ","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"Hourly fees usually range from $200 to a maximum rate of $400 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036295","page":"https://plannerfees.com/planners/mcbee-advisors-inc-143223/"},{"crd":155741,"name":"Mcbride Financial","city":"Glen Cove","state":"NY","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Written financial planning fees range from $200 to $2,000, depending on the complexity of your financial situation."},"brochureDate":"5/7/2019","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=54524","page":"https://plannerfees.com/planners/mcbride-financial-155741/"},{"crd":116207,"name":"Mcbride Financial Services, Inc.","city":"Mesa","state":"AZ","fees":{"hourly":[150,350],"flat":[500,5000]},"sourceSentences":{"flat":"For comprehensive plans, fixed fees typically can range from $500 to $5,000. 4 Hourly fees may be used when the amount of time needed to complete a plan or analysis is not easily foreseeable.","hourly":"Hourly fees will typically range from $150 to $350 per hour."},"brochureDate":"1/8/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=934932","page":"https://plannerfees.com/planners/mcbride-financial-services-inc-116207/"},{"crd":315149,"name":"Mccann Investment Management LLC","city":"Lodi","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING MIM charges an hourly fee of $200 per hour for financial planning."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026708","page":"https://plannerfees.com/planners/mccann-investment-management-llc-315149/"},{"crd":310087,"name":"Mccarley & Cook Financial Planners","city":"Cincinnati","state":"OH","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"Stand-Alone Financial Planning Fee McCarley & Cook charges an hourly fee for its stand-alone financial planning services, ranging from $200-$500 per hour, depending upon the complexity of the service being provided."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022484","page":"https://plannerfees.com/planners/mccarley-cook-financial-planners-310087/"},{"crd":171742,"name":"Mccauley Investments Advisors LLC","city":"Guilford","state":"CT","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee for these services is between $150."},"brochureDate":"3/18/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=824104","page":"https://plannerfees.com/planners/mccauley-investments-advisors-llc-171742/"},{"crd":122147,"name":"Mcclarren Financial Advisors","city":"State College","state":"PA","fees":{"annual":[5000,100000]},"sourceSentences":{"annual":"Fees for the Initial Year of Standard Retainer range from: $5,000 - $100,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027199","page":"https://plannerfees.com/planners/mcclarren-financial-advisors-122147/"},{"crd":170054,"name":"Mcclelland Wesley Wealth Management","city":"Parkton","state":"MD","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"The hourly fee for these services is $125."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019147","page":"https://plannerfees.com/planners/mcclelland-wesley-wealth-management-170054/"},{"crd":338317,"name":"Mcclure Private Wealth, LLC","city":"Maxwelton","state":"WV","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"For clients that want a one-time financial plan we charge $100 per hour for those services."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003946","page":"https://plannerfees.com/planners/mcclure-private-wealth-llc-338317/"},{"crd":136857,"name":"Mccormack Financial Planning Inc.","city":"Atlanta","state":"GA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"You will be responsible for any time spent by MFP calculated using the hourly rate of $400."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006707","page":"https://plannerfees.com/planners/mccormack-financial-planning-inc-136857/"},{"crd":154891,"name":"Mcculley Financial Group, LLC","city":"Westchester","state":"IL","fees":{"hourly":[250,250],"monthly":[250,1000]},"sourceSentences":{"monthly":"Service Level 1 / Bronze 2 / Silver 3 / Gold Monthly Fee $250/mo or $500/mo or $1000/mo or Assets $500k+ in assets $1m+ in assets $2m+ in assets If any additional services are requested or required by the client, the client will be charged at an hourly rate of $250.","hourly":"Service Level 1 / Bronze 2 / Silver 3 / Gold Monthly Fee $250/mo or $500/mo or $1000/mo or Assets $500k+ in assets $1m+ in assets $2m+ in assets If any additional services are requested or required by the client, the client will be charged at an hourly rate of $250."},"brochureDate":"4/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040739","page":"https://plannerfees.com/planners/mcculley-financial-group-llc-154891/"},{"crd":328206,"name":"Mccurdy Financial Solutions","city":"Rocklin","state":"CA","fees":{"hourly":[250,250],"flat":[1500,5000]},"sourceSentences":{"flat":"Fixed fees generally range from $1,500 to $5,000, depending on the scope and complexity of the services provided.","hourly":"Alternatively, MFS charges an hourly fee of $250."},"brochureDate":"2/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009110","page":"https://plannerfees.com/planners/mccurdy-financial-solutions-328206/"},{"crd":114531,"name":"Mcdonald Capital Management","city":"Lubbock","state":"TX","fees":{"hourly":[250,250],"annual":[1000,1000]},"sourceSentences":{"hourly":"Clients receiving consulting services are billed at an hourly rate of $250.","annual":"We offer financial planning services starting at $1,000 per year, billed bi-annually in arrears."},"brochureDate":"7/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052153","page":"https://plannerfees.com/planners/mcdonald-capital-management-114531/"},{"crd":282462,"name":"Mcdonnell Financial Services","city":"Pasadena","state":"CA","fees":{"hourly":[350,350],"flat":[50000,50000],"annual":[3500,3500]},"sourceSentences":{"annual":"In compliance with CCR Section 260.238(j), “lower fees for comparable services may be available from other sources.” McDonnell Financial Services charges an advisory fee “in advance” for a minimum of $3,500 annually or based upon a percentage of the market value of assets being advised by McDonnell Financial Services.","flat":"McDonnell Financial Services may charge a one-time initial fee of $50,000 for financial plan development and presentation.","hourly":"Additionally, MDFS assesses an hourly fee of $350 / hour."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059161","page":"https://plannerfees.com/planners/mcdonnell-financial-services-282462/"},{"crd":149830,"name":"Mcglone Suttner Wealth Management, Inc.","city":"Appleton","state":"WI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Type Hourly Fee Maximum Fee $250 per hour Payable At the time of engagement of the relationship, McGlone Suttner will provide you with a fee quote."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012290","page":"https://plannerfees.com/planners/mcglone-suttner-wealth-management-inc-149830/"},{"crd":197514,"name":"Mcgovern Financial Advisors, LLC","city":"Westfield","state":"NJ","fees":{"hourly":[400,400],"flat":[7000,8000]},"sourceSentences":{"flat":"Preparation of a comprehensive financial plan: generally, $7,000 to $8,000.","hourly":"Hourly fees for financial planning and investment advisory services are $400 per hour."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020270","page":"https://plannerfees.com/planners/mcgovern-financial-advisors-llc-197514/"},{"crd":299624,"name":"Mcguigan Financial, LLC","city":"Wolfeboro","state":"NH","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly rate for limited scope engagements is negotiable but generally $200.00 an hour, adjusted to account for complexity."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009585","page":"https://plannerfees.com/planners/mcguigan-financial-llc-299624/"},{"crd":136594,"name":"Mchenry Capital, L.L.C.","city":"Leavenworth","state":"WA","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"The fee charged for this plan is a flat $2,500."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022577","page":"https://plannerfees.com/planners/mchenry-capital-l-l-c-136594/"},{"crd":145252,"name":"Mcilrath & Eck, LLC","city":"Arlington","state":"WA","fees":{"hourly":[275,275],"flat":[2000,2875]},"sourceSentences":{"hourly":"Financial and Estate Planning Financial and estate planning services are provided for an hourly fee of $275.","flat":"Subject to adjustment for non standard plans, you can expect to pay an estimated $2,000 for a Standard Financial Plan, and $2,875 for a Financial Planning and Estate Plan."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039470","page":"https://plannerfees.com/planners/mcilrath-eck-llc-145252/"},{"crd":146524,"name":"Mcinerney Investment Advisors","city":"Orlando","state":"FL","fees":{"hourly":[250,250],"flat":[10000,10000]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $10,000 based on complexity and unique Client needs.","hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043375","page":"https://plannerfees.com/planners/mcinerney-investment-advisors-146524/"},{"crd":131188,"name":"Mcintosh Capital Advisors, Inc.","city":"Los Angeles","state":"CA","fees":{"hourly":[275,275],"flat":[750,14000]},"sourceSentences":{"flat":"The fee will be at either a fixed rate that typically ranges from $2,500 to $14,000 for Comprehensive Plans and $750 to $5,000 for modular plans based on the anticipated hours expended or scope of services provided, or at a maximum hourly rate of $275.00 per hour.","hourly":"The fee will be at either a fixed rate that typically ranges from $2,500 to $14,000 for Comprehensive Plans and $750 to $5,000 for modular plans based on the anticipated hours expended or scope of services provided, or at a maximum hourly rate of $275.00 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027975","page":"https://plannerfees.com/planners/mcintosh-capital-advisors-inc-131188/"},{"crd":281578,"name":"Mckay Wealth Management Group 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hour."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057233","page":"https://plannerfees.com/planners/mckeel-capital-management-142132/"},{"crd":316506,"name":"Mckelvey Wealth Management, LLC","city":"Tigard","state":"OR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"When you engage McKelvey Wealth Management for stand-alone financial planning and consulting services you will pay us an hourly 7 MCKELVEY WEALTH MANAGEMENT, LLC FORM ADV PART 2A – FIRM BROCHURE fee at a maximum rate of $250 per hour."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003399","page":"https://plannerfees.com/planners/mckelvey-wealth-management-llc-316506/"},{"crd":120366,"name":"Mckenna & Sullivan Inc","city":"Southampton","state":"PA","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Fees range from $150 to $250 per hour, for stand alone Financial Planning services The actual fee is dependent upon the anticipated complexity and circumstances of the case."},"brochureDate":"10/11/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=862679","page":"https://plannerfees.com/planners/mckenna-sullivan-inc-120366/"},{"crd":286623,"name":"Mckenna Capital, Inc.","city":"Wheaton","state":"IL","fees":{"hourly":[250,500],"flat":[500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $10,000.","hourly":"The negotiated hourly fee for these services is between $250 and $500."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028912","page":"https://plannerfees.com/planners/mckenna-capital-inc-286623/"},{"crd":135184,"name":"Mckinley Carter Wealth Services, 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objectives."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024765","page":"https://plannerfees.com/planners/mckinney-capital-management-llc-153551/"},{"crd":117526,"name":"Mckinney Financial Planning & Management","city":"Vienna","state":"VA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The most common rate today is $150 per hour for a standard engagement."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016041","page":"https://plannerfees.com/planners/mckinney-financial-planning-management-117526/"},{"crd":337889,"name":"Mckinney-X LLC","city":"North Las Vegas","state":"NV","fees":{"flat":[600,600]},"sourceSentences":{"flat":"The fixed rate for creating and implementing a comprehensive client financial plan starts at $600."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045134","page":"https://plannerfees.com/planners/mckinney-x-llc-337889/"},{"crd":108067,"name":"Mclean Asset Management Corp.","city":"Tysons","state":"VA","fees":{"hourly":[250,1000]},"sourceSentences":{"hourly":"The consulting fees are negotiable, and clients can expect to pay rates between $250 and $1,000 per hour or between $1,000 and $50,000, depending upon the scope and complexity of the engagement."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046047","page":"https://plannerfees.com/planners/mclean-asset-management-corp-108067/"},{"crd":154311,"name":"Mcnamara Financial Services, Inc.","city":"Marshfield","state":"MA","fees":{"hourly":[500,500],"flat":[2500,2500]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services MFS offers financial planning services at an hourly rate of $500 per hour.","flat":"The Advisor charges a minimum financial planning fee of $2,500 based upon a minimum of 5 hours at the hourly rate of $500 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011359","page":"https://plannerfees.com/planners/mcnamara-financial-services-inc-154311/"},{"crd":300330,"name":"Mcnaughton Wealth Management, LLC","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"annual":[20000,20000]},"sourceSentences":{"annual":"Flat fees will not exceed $20,000 per year.","hourly":"The maximum hourly fee to be charged will not exceed $250."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034559","page":"https://plannerfees.com/planners/mcnaughton-wealth-management-llc-300330/"},{"crd":154517,"name":"Mcneill Capital, LLC","city":"Saratoga Springs","state":"NY","fees":{"hourly":[25,875],"quarterly":[525,1500]},"sourceSentences":{"hourly":"Follow-up implementation work may be billed separately at hourly rates ranging from $25 to $875 per hour.","quarterly":"The negotiated hourly fee for financial coaching will be between $175 and $400 paid monthly or between $525 and $1,500 quarterly in advance, depending on complexity and needs of client."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039856","page":"https://plannerfees.com/planners/mcneill-capital-llc-154517/"},{"crd":155892,"name":"Mcquade, Kathleen Mary","city":"Laurel","state":"MD","fees":{"hourly":[250,300],"flat":[2500,6000]},"sourceSentences":{"flat":"The fixed fee for written financial plans ranges from $2,500 to $6,000 depending upon the level and scope of the services required.","hourly":"The hourly rate is generally $250 to $300 depending on the complexity of the issues involved and is due after the consultation."},"brochureDate":"12/23/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=58907","page":"https://plannerfees.com/planners/mcquade-kathleen-mary-155892/"},{"crd":143219,"name":"Mcwilliams Financial Advisory Group LLC","city":"Atlanta","state":"GA","fees":{"hourly":[150,250],"flat":[1500,4000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the Client, the rate for creating Client financial plans is between $1,500 and $4,000.","hourly":"The hourly fee for these services is $150 to $250."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013216","page":"https://plannerfees.com/planners/mcwilliams-financial-advisory-group-llc-143219/"},{"crd":168771,"name":"MD Financial Advisors / Vestment Financial","city":"Chanhassen","state":"MN","fees":{"hourly":[50,650],"monthly":[190,600]},"sourceSentences":{"hourly":"As a fixed fee, typically ranging up to $25,000 depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $50 - $650 per hour dependent upon the skill level of the team member involved (i.e., attorney - $650/hr., senior advisor - $300/hr., staff - $100150/hr.).","monthly":"A monthly subscription or concierge financial planning fee, which typically ranges from $190 to $600 per month depending on the complexity of the client’s situation."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029359","page":"https://plannerfees.com/planners/md-financial-advisors-vestment-financial-168771/"},{"crd":297823,"name":"MD Wealth Management, LLC","city":"Chelsea","state":"MI","fees":{"quarterly":[1875,1875],"annual":[7500,7500]},"sourceSentences":{"annual":"For clients with less than $750,000 in assets under management, investment management and financial planning services will be provided at a fixed fee of $7,500/year that is paid on quarterly basis at $1,875/quarter.","quarterly":"For clients with less than $750,000 in assets under management, investment management and financial planning services will be provided at a fixed fee of $7,500/year that is paid on quarterly basis at $1,875/quarter."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012357","page":"https://plannerfees.com/planners/md-wealth-management-llc-297823/"},{"crd":121585,"name":"MDC Financial Consulting, LLC","city":"Washington Township","state":"NJ","fees":{"hourly":[325,425],"flat":[1500,25000]},"sourceSentences":{"hourly":"On an hourly basis, ranging from $325 to $425 per hour, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.","flat":"As a fixed fee, typically ranging from $1,500 to $25,000, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003588","page":"https://plannerfees.com/planners/mdc-financial-consulting-llc-121585/"},{"crd":325950,"name":"MDRN Capital","city":"Annapolis","state":"MD","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"MDRN Capital offers financial planning services for a fixed engagement fee ranging from $500 to $10,000 per engagement."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008078","page":"https://plannerfees.com/planners/mdrn-capital-325950/"},{"crd":297796,"name":"Meadow Creek Wealth Advisors, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[350,650],"flat":[2500,10000]},"sourceSentences":{"flat":"Financial planning fees will be charged on an agreed-upon fixed fee, ranging from $2,500 to $10,000, or an hourly basis, ranging from $350 to $650 per hour, depending on the nature and complexity of each client's circumstances.","hourly":"Financial planning fees will be charged on an agreed-upon fixed fee, ranging from $2,500 to $10,000, or an hourly basis, ranging from $350 to $650 per hour, depending on the nature and complexity of each client's circumstances."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008674","page":"https://plannerfees.com/planners/meadow-creek-wealth-advisors-llc-297796/"},{"crd":318095,"name":"Meadow Lake Capital LLC","city":"Houston","state":"TX","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $125 per hour."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022987","page":"https://plannerfees.com/planners/meadow-lake-capital-llc-318095/"},{"crd":2748,"name":"Means Wealth Management","city":"Bangor","state":"ME","fees":{"flat":[15000,50000],"annual":[15000,15000]},"sourceSentences":{"annual":"Financial Planning-Only Annual Fee: $15,000 Exit Planning Services As disclosed in Item 4 – Advisory Business, Means Wealth offers exit planning services to business‑owner clients.","flat":"Exit planning fees typically range from approximately $15,000 to $50,000, depending on the scope and complexity of the engagement."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057835","page":"https://plannerfees.com/planners/means-wealth-management-2748/"},{"crd":277163,"name":"Mears Money Management","city":"Valencia","state":"CA","fees":{"flat":[395,395]},"sourceSentences":{"flat":"Clients will pay a one-time (non-recurring) fixed fee of $395 for the MRI service."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024134","page":"https://plannerfees.com/planners/mears-money-management-277163/"},{"crd":313656,"name":"Measure Twice Financial LLC","city":"Pearland","state":"TX","fees":{"hourly":[250,750],"flat":[2500,10000]},"sourceSentences":{"flat":"The fee for development of a Comprehensive Financial Plan will range between $2,500 - $10,000, depending on the complexity of the Client’s financial situation.","hourly":"In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. 6 Hourly Financial Planning Hourly Financial Planning consists of an ongoing agreement were clients will be…"},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023052","page":"https://plannerfees.com/planners/measure-twice-financial-llc-313656/"},{"crd":343510,"name":"Measured Horizon Wealth","city":"Gilbert","state":"AZ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees are based on MHW’s hourly rate of $200, and the number of hours anticipated for each type of engagement is outlined below."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053527","page":"https://plannerfees.com/planners/measured-horizon-wealth-343510/"},{"crd":329939,"name":"Measured Money Maneuvers","city":"Solana Beach","state":"CA","fees":{"hourly":[250,350],"flat":[2500,10000],"annual":[3600,3600]},"sourceSentences":{"flat":"Fixed fee rates range from $2,500 to $10,000.","hourly":"Our hourly rate ranges from $250 to $350 per hour.","annual":"Our minimum annual fee is $3,600, which may be waived at MMM’s discretion."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017993","page":"https://plannerfees.com/planners/measured-money-maneuvers-329939/"},{"crd":141422,"name":"Measured Risk Portfolios","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"flat":"Our fixed fee is generally $2500.","hourly":"We charge an hourly fee of $250 for financial consulting services and payable as invoiced."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026423","page":"https://plannerfees.com/planners/measured-risk-portfolios-141422/"},{"crd":170442,"name":"Measured Wealth Private Client Group, LLC","city":"Rye","state":"NH","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"We generally charge a minimum fee of $1,500 for written financial plans."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058241","page":"https://plannerfees.com/planners/measured-wealth-private-client-group-llc-170442/"},{"crd":319279,"name":"Mechfi","city":"Sacramento","state":"CA","fees":{"flat":[30000,30000]},"sourceSentences":{"flat":"There are two cases when a flat fee is negotiated - one, if assets undermanagement are $30,000 and below, and two, when Mechanical Financial, LLC enters a contract to provide retirement plan consulting services."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049130","page":"https://plannerfees.com/planners/mechfi-319279/"},{"crd":149050,"name":"Mecklenburg Financial Group","city":"Myrtle Beach","state":"SC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly fee for these services is $250."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002749","page":"https://plannerfees.com/planners/mecklenburg-financial-group-149050/"},{"crd":156064,"name":"Medallion Wealth Advisors, LLC","city":"Farmington","state":"CT","fees":{"hourly":[100,300],"flat":[1000,5000]},"sourceSentences":{"flat":"Comprehensive financial planning fees are negotiable, but generally range from $1,000 to $5,000 on a fixed fee basis.","hourly":"Consulting fees are negotiable, but generally range from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036241","page":"https://plannerfees.com/planners/medallion-wealth-advisors-llc-156064/"},{"crd":158134,"name":"Mediate Financial Investment Advisory Services, LLC","city":"Canfield","state":"OH","fees":{"hourly":[150,150],"flat":[300,300]},"sourceSentences":{"hourly":"The firm assesses an hourly rate of $150 an hour for consulting related financial planning services.","flat":"The minimum hourly planning fee is $300 and a maximum fee of $20,000."},"brochureDate":"8/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054553","page":"https://plannerfees.com/planners/mediate-financial-investment-advisory-services-llc-158134/"},{"crd":282904,"name":"Medicus Wealth Planning, Inc.","city":"Draper","state":"UT","fees":{"flat":[1000,3500]},"sourceSentences":{"flat":"Depending upon complexity and needs of the client, the flat rate for financial planning is usually between $1,000 and $3,500 and is negotiable."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022839","page":"https://plannerfees.com/planners/medicus-wealth-planning-inc-282904/"},{"crd":300643,"name":"Medina Financial, LLC","city":"Grace","state":"ID","fees":{"annual":[25000,25000]},"sourceSentences":{"annual":"For Tier 6, annual fees are negotiable, starting at $25,000, and will be based on the complexity and needs of the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033918","page":"https://plannerfees.com/planners/medina-financial-llc-300643/"},{"crd":322662,"name":"Medvest Wealth Management, LLC","city":"Altoona","state":"WI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009779","page":"https://plannerfees.com/planners/medvest-wealth-management-llc-322662/"},{"crd":314374,"name":"Medwealth Advisors","city":"Pittsburgh","state":"PA","fees":{"monthly":[450,450]},"sourceSentences":{"monthly":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 5 All Physicians (Attending, Resident, Fellow) Annual Advisory Fee $450/month Net Worth Below $500,000 Lesser of:"},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001780","page":"https://plannerfees.com/planners/medwealth-advisors-314374/"},{"crd":164141,"name":"Meehan Wealth Advisors, LLC","city":"Sea Girt","state":"NJ","fees":{"hourly":[175,375],"flat":[2000,10000]},"sourceSentences":{"flat":"Annual, flat/fixed fee – Annual flat/fixed fee ranges from $2,000 to $10,000.","hourly":"Hourly fee rates will vary from project to project, however, the standard hourly fee range spans from $175 to $375 and is billed in arrears."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001312","page":"https://plannerfees.com/planners/meehan-wealth-advisors-llc-164141/"},{"crd":298773,"name":"Meeks Capital LLC","city":"Winter Park","state":"FL","fees":{"flat":[500,500],"quarterly":[625,625],"annual":[2500,2500]},"sourceSentences":{"flat":"Such fee will be a fixed fee not to exceed $500.","annual":"The annual review fee will not exceed $2,500 annually.","quarterly":"This fee will be billed at the beginning of each calendar quarter ($625 per quarter) starting with the first calendar quarter after the anniversary of when the financial plan was completed."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=753992","page":"https://plannerfees.com/planners/meeks-capital-llc-298773/"},{"crd":158306,"name":"Meenes Wealth Partners","city":"Shrewsbury","state":"MA","fees":{"flat":[6000,15000],"annual":[10000,35000]},"sourceSentences":{"annual":"Annual advisory fees generally range from $10,000 to $35,000 per year, depending on the complexity of the client's financial situation and the scope of services provided.","flat":"A one-time financial plan design fee, typically ranging from $6,000 to $15,000, may apply at the beginning of the engagement."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050766","page":"https://plannerfees.com/planners/meenes-wealth-partners-158306/"},{"crd":148846,"name":"Megan Rouse Financial 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minimum financial planning fee is $2,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038531","page":"https://plannerfees.com/planners/meira-wealth-108648/"},{"crd":300388,"name":"Mej Wealth Advisors LLC","city":"Bayside","state":"NY","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Mark Johnson, CFP® $125/hour Half the estimated fee is payable upon signing the Agreement and the balance upon delivery of the services."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013488","page":"https://plannerfees.com/planners/mej-wealth-advisors-llc-300388/"},{"crd":307834,"name":"Mel Consulting Co. D/b/a Mel & Co","city":"Chicago","state":"IL","fees":{"hourly":[150,250],"flat":[3300,3300],"annual":[5000,5000]},"sourceSentences":{"flat":"The adviser will offer Comprehensive Financial Planning for a total fee of $3,300.","annual":"Dual-income couples looking to coordinate a household game plan With children under the age of 18 Responsible for taking care of a dependent like a parent With investment portfolios with less than $150,000-$300,000 Level Three- $5,000/yr.","hourly":"Establish a new business and/or expand an existing one Raise venture capital and/or funding Coordinate game plan with other specialists Implement business continuation plan Creditor and competitor protection planning Financial Planning Hourly Fee Financial Planning fee is an hourly rate between $150.00 and $250.00…"},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002647","page":"https://plannerfees.com/planners/mel-consulting-co-d-b-a-mel-co-307834/"},{"crd":300147,"name":"Melby Wealth Management","city":"Brentwood","state":"TN","fees":{"hourly":[333,333],"flat":[4000,4000],"monthly":[333,333]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $4,000, paid over the first 3 months of the engagement, and an ongoing fee that is paid monthly, in advance, at the rate of $333.33 per month.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $4,000, paid over the first 3 months of the engagement, and an ongoing fee that is paid monthly, in advance, at the rate of $333.33 per month.","hourly":"Our hourly rate is $333.33."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029325","page":"https://plannerfees.com/planners/melby-wealth-management-300147/"},{"crd":172367,"name":"Meliora Capital","city":"Tulsa","state":"OK","fees":{"hourly":[150,400]},"sourceSentences":{"hourly":"When clients engage the firm on a consulting basis, hourly fees range from $150$400/hour."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059606","page":"https://plannerfees.com/planners/meliora-capital-172367/"},{"crd":338179,"name":"Melo Out Financial, LLC","city":"Patterson","state":"CA","fees":{"hourly":[100,100],"flat":[2500,6000],"annual":[500,500]},"sourceSentences":{"annual":"A minimum annual fee of $500 applies to accounts with a managed balance under $50,000.","hourly":"Rate: $100-150 (billed 50 % in advance, with remainder due on delivery) Flat Project Fee Range: $500 – $3,000 (billed 50 % in advance, with remainder due on delivery) B) Consulting Services","flat":"initial, one-time planning fee: $2,500 to $6,000 per estate plan created"},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996416","page":"https://plannerfees.com/planners/melo-out-financial-llc-338179/"},{"crd":311638,"name":"Melone Private Wealth, LLC","city":"Auburn Hills","state":"MI","fees":{"hourly":[250,400],"annual":[2000,20000]},"sourceSentences":{"hourly":"Hourly fees range from $250 to $400 per hour.","annual":"MPW also offers ongoing financial planning services based on a negotiated annual fee that typically ranges from $2,000 to $20,000 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circumstances On an hourly basis of $250 to $500 per hour, or On a monthly subscription basis of $100 per month."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016628","page":"https://plannerfees.com/planners/mendel-money-management-inc-105974/"},{"crd":338278,"name":"Mendlstein Capital Holdings LLC","city":"Sunnyside","state":"NY","fees":{"hourly":[150,150],"monthly":[99,99]},"sourceSentences":{"hourly":"Clients may alternatively elect to pay for financial planning or consulting services on an hourly basis at a rate of $150 per hour.","monthly":"Foundation tier subscription fees of $99 per month are billed monthly in advance."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059204","page":"https://plannerfees.com/planners/mendlstein-capital-holdings-llc-338278/"},{"crd":329126,"name":"Mendoza Private Wealth","city":"North Miami","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $500 per hour, but may be negotiated in advance."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058653","page":"https://plannerfees.com/planners/mendoza-private-wealth-329126/"},{"crd":117127,"name":"Mengis Capital Management, Inc.","city":"Portland","state":"OR","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"If financial planning is provided separately, the fee is generally based on the estimated amount of time required multiplied by a negotiated hourly rate of generally between $200 and $300 depending on the particular complexities involved and specific credentials required."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012393","page":"https://plannerfees.com/planners/mengis-capital-management-inc-117127/"},{"crd":304965,"name":"Menominee Capital","city":"Chicago","state":"IL","fees":{"hourly":[175,175],"flat":[500,500],"monthly":[150,150],"quarterly":[425,425]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $150 per month/$425 per quarter.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $150 per month/$425 per quarter.","quarterly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $150 per month/$425 per quarter.","hourly":"The fixed fee can range between $1,000.00 and $3,500.00 based on the projected number of hours required, at $175 per hour."},"brochureDate":"6/26/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=982948","page":"https://plannerfees.com/planners/menominee-capital-304965/"},{"crd":310049,"name":"Mensah Finance Group, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly fee for these services is $250."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007769","page":"https://plannerfees.com/planners/mensah-finance-group-llc-310049/"},{"crd":115537,"name":"Mentor Financial Advisory Group, LTD.","city":"Carlsbad","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"In the rare occasions where we provide services to trusts and estates for a deceased client, we may charge an hourly fee of $300."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037201","page":"https://plannerfees.com/planners/mentor-financial-advisory-group-ltd-115537/"},{"crd":289040,"name":"Mercantile Advisors, LLC","city":"Camp Hill","state":"PA","fees":{"hourly":[75,150],"flat":[250,2500]},"sourceSentences":{"flat":"The fee range is $250 to $2,500 and is negotiable.","hourly":"The range of rates is from $75.00 per hour to $150.00 per hour."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050395","page":"https://plannerfees.com/planners/mercantile-advisors-llc-289040/"},{"crd":283752,"name":"Mercer Island Capital Management, LLC","city":"Mercer Island","state":"WA","fees":{"hourly":[250,250],"quarterly":[4375,17500]},"sourceSentences":{"quarterly":"Calculate Quarterly Fee (billed in advance) $17,500 / 4 = $4,375 per quarter This quarterly fee is calculated based on the market value of assets under management at the end of the previous quarter.","hourly":"This negotiable rate would normally not exceed $250 per hour."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054954","page":"https://plannerfees.com/planners/mercer-island-capital-management-llc-283752/"},{"crd":283632,"name":"Mercurio Wealth Advisors","city":"Louisville","state":"KY","fees":{"hourly":[250,250],"flat":[25000,25000]},"sourceSentences":{"hourly":"The hourly rate for limited scope engagements is $250.","flat":"Fixed fees for financial plans will not exceed $25,000 and hourly fees will not exceed $250/hour."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014321","page":"https://plannerfees.com/planners/mercurio-wealth-advisors-283632/"},{"crd":166362,"name":"Mercury Financial Advisors","city":"Albany","state":"NY","fees":{"flat":[1500,1500],"annual":[4000,4000]},"sourceSentences":{"annual":"The first year “Retainer” fee ranges from $4,000~ $50,000.","flat":"The cost for a Financial Review is a flat fee of $1,500.00 payable in two parts."},"brochureDate":"3/25/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=959526","page":"https://plannerfees.com/planners/mercury-financial-advisors-166362/"},{"crd":300019,"name":"Meredith Wealth Planning","city":"Maryville","state":"IL","fees":{"flat":[1000,6000],"monthly":[625,625],"annual":[7500,7500]},"sourceSentences":{"annual":"The Wealth Planning service is offered at a flat annual fee of $7,500 annually ($625 monthly) for new clients engaging our services on or after February 1, 2026.","monthly":"The Wealth Planning service is offered at a flat annual fee of $7,500 annually ($625 monthly) for new clients engaging our services on or after February 1, 2026.","flat":"The fixed fee can range between $1,000 - $6,000 and will depend on the complexity of the Client's needs."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004771","page":"https://plannerfees.com/planners/meredith-wealth-planning-300019/"},{"crd":338687,"name":"Meridian Atlas Planning","city":"Florham Park","state":"NJ","fees":{"hourly":[200,200],"flat":[25000,25000]},"sourceSentences":{"flat":"Ongoing Financial Planning MAP collects an initial fee, no greater than $25,000.","hourly":"Our hourly rate is $200."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053560","page":"https://plannerfees.com/planners/meridian-atlas-planning-338687/"},{"crd":288510,"name":"Meridian Financial Advisory LLC","city":"Murrells Inlet","state":"SC","fees":{"monthly":[1000,1000]},"sourceSentences":{"monthly":"The maximum monthly fixed fee is $1,000."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011174","page":"https://plannerfees.com/planners/meridian-financial-advisory-llc-288510/"},{"crd":175393,"name":"Meridian Financial Services, Inc.","city":"Lakewood Ranch","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $250 per hour, but may be negotiated in advance."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008222","page":"https://plannerfees.com/planners/meridian-financial-services-inc-175393/"},{"crd":150625,"name":"Meridian Investing","city":"Highland","state":"UT","fees":{"hourly":[75,75],"flat":[500,750],"monthly":[300,500]},"sourceSentences":{"monthly":"If Client adds to IRA's via automatic investing (Dollar - Cost - Averaging), adding at least $300 per month for single Households or at least $500 per month for 2 or more person Households (a Household being defined as two or more related adults living at the same address - if you wonder if an account qualifies as…","flat":"Creating these Planning Reports (whichever combination of them meet the client's need) is done for the Fixed fee of $750, and updating them (on whatever frequency the client needs it) once the initial fee has been paid, is done for a Fixed fee of $500.","hourly":"The charge is $75 per hour."},"brochureDate":"4/3/2015","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=309716","page":"https://plannerfees.com/planners/meridian-investing-150625/"},{"crd":107593,"name":"Meridian Investment Advisors, Inc.","city":"Indianapolis","state":"IN","fees":{"hourly":[175,250],"flat":[500,2000]},"sourceSentences":{"flat":"Financial planning fees are negotiable, but generally range from $500 for a portfolio asset review and retirement needs projection, to $2,000 for a comprehensive financial plan with budgeting, Monte Carlo analysis, and alternative planning strategies.","hourly":"In lieu of a fixed fee, hourly rates of $175 to $250 may be charged, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013903","page":"https://plannerfees.com/planners/meridian-investment-advisors-inc-107593/"},{"crd":334704,"name":"Meridian Passage","city":"Phoenix","state":"AZ","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Meridian Passage assesses a one-time Financial Planning Fee of $2,500 upon creation of the Plan and the IPS."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045004","page":"https://plannerfees.com/planners/meridian-passage-334704/"},{"crd":282609,"name":"Meridian Wealth Advisors, LLC","city":"Austin","state":"TX","fees":{"flat":[5000,25000]},"sourceSentences":{"flat":"Depending on the arrangements made at the inception of the engagement, MWA will charge a fixed fee for financial planning services, which generally ranges between $5,000-$25,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035066","page":"https://plannerfees.com/planners/meridian-wealth-advisors-llc-282609/"},{"crd":112845,"name":"Meridian Wealth Management, Inc","city":"Murrieta","state":"CA","fees":{"flat":[200,300]},"sourceSentences":{"flat":"Hourly fees for financial planning services range from $200 to $300."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010976","page":"https://plannerfees.com/planners/meridian-wealth-management-inc-112845/"},{"crd":151523,"name":"Meridian Wealth Management, LLC","city":"Lexington","state":"KY","fees":{"hourly":[350,350],"monthly":[250,500]},"sourceSentences":{"hourly":"At our discretion, fees for financial planning services may be negotiated; however, Meridian will typically charge an hourly rate not to exceed $350 per hour or a flat fee ranging from $250-$500 per month or quarter, which is based on the billing arrangement selected and negotiated by the Advisory Client for such…","monthly":"At our discretion, fees for financial planning services may be negotiated; however, Meridian will typically charge an hourly rate not to exceed $350 per hour or a flat fee ranging from $250-$500 per month or quarter, which is based on the billing arrangement selected and negotiated by the Advisory Client for such…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036104","page":"https://plannerfees.com/planners/meridian-wealth-management-llc-151523/"},{"crd":287768,"name":"Meridian Wealth Partners, LLC","city":"East Norriton","state":"PA","fees":{"annual":[500,10000]},"sourceSentences":{"annual":"Fees for Investment Advisory Services Financial Planning Services Meridian Wealth offers financial planning services for an annual fee ranging from $500 to $10,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043319","page":"https://plannerfees.com/planners/meridian-wealth-partners-llc-287768/"},{"crd":317535,"name":"Merino Wealth Management","city":"Glenview","state":"IL","fees":{"hourly":[500,500],"flat":[2000,5000],"annual":[8000,25000]},"sourceSentences":{"flat":"This account is separate from MWM’s portfolio management fee. 6 Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $2,000 - $5,000 depending on complexity and an ongoing fee that is paid semi-annually in advance, at the rate of $8,000 - $25,000 per year.","annual":"This account is separate from MWM’s portfolio management fee. 6 Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $2,000 - $5,000 depending on complexity and an ongoing fee that is paid semi-annually in advance, at the rate of $8,000 - $25,000 per year.","hourly":"Our hourly rate is $500."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053111","page":"https://plannerfees.com/planners/merino-wealth-management-317535/"},{"crd":141359,"name":"Merit Financial Partners LLC","city":"Maspeth","state":"NY","fees":{"hourly":[475,475],"flat":[3800,8000]},"sourceSentences":{"hourly":"Our hourly nancial planning fee is $475 per hour.","flat":"Fees for Financial Planning Packages Financial Planning Package Fee/Fee Range Comprehensive Financial Plan $3,800 - $8,000 Financial Goal Plan $2,400 - $3,800 Fees for Investment Management Services Investment management services are billed as either a percentage of assets or a at fee, calculated as a quarterly fee."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013684","page":"https://plannerfees.com/planners/merit-financial-partners-llc-141359/"},{"crd":311884,"name":"Meritage Wealth Management","city":"Tamarack","state":"ID","fees":{"hourly":[350,350],"flat":[7500,25000]},"sourceSentences":{"flat":"Fixed fees for personal financial planning range between $7,500 to $25,000.","hourly":"Our hourly rate is $350."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057795","page":"https://plannerfees.com/planners/meritage-wealth-management-311884/"},{"crd":299549,"name":"Merited Wealth, LLC","city":"North Bay Village","state":"FL","fees":{"hourly":[250,750]},"sourceSentences":{"hourly":"The hourly fee is $250 - $750 per hour."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054876","page":"https://plannerfees.com/planners/merited-wealth-llc-299549/"},{"crd":336539,"name":"Meritis Wealth Management, Inc.","city":"Potomac","state":"MD","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Hourly fee services are offered based on an hourly fee of $500 per hour."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049738","page":"https://plannerfees.com/planners/meritis-wealth-management-inc-336539/"},{"crd":313102,"name":"Meritor Capital","city":"Greenwood Village","state":"CO","fees":{"flat":[3000,6000],"annual":[6000,12000]},"sourceSentences":{"annual":"Generally, the annual fee will range from $6,000 to $12,000, depending on the scope and complexity involved.","flat":"Generally, the fixed fee will range from $3,000 to $6,000, depending on the scope and complexity involved."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043246","page":"https://plannerfees.com/planners/meritor-capital-313102/"},{"crd":321634,"name":"Meritum Wealth Management LLC","city":"Cincinnati","state":"OH","fees":{"hourly":[250,350],"flat":[100,1500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans for individual clients is between $100 and $1,500.","hourly":"The range of hourly fees for Investment Research and/or Finanical Planning is $250 - $350 per hour, with the maximum for individual client services is $350 per hour."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050077","page":"https://plannerfees.com/planners/meritum-wealth-management-llc-321634/"},{"crd":310713,"name":"Meriwether Wealth & Planning, LLC","city":"Minden","state":"LA","fees":{"hourly":[150,500],"flat":[1000,25000]},"sourceSentences":{"flat":"The negotiated fixed rate for financial planning and consulting services is between $1,000 and $25,000.","hourly":"The negotiated hourly fee for these services is between $150 and $500."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021584","page":"https://plannerfees.com/planners/meriwether-wealth-planning-llc-310713/"},{"crd":332216,"name":"Messina Wealth Management, LLC","city":"Dallas","state":"TX","fees":{"hourly":[350,350],"flat":[1500,10000],"annual":[750,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,500 to $10,000.","annual":"Our firm charges an ongoing annual fee of $750-$10,000."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058679","page":"https://plannerfees.com/planners/messina-wealth-management-llc-332216/"},{"crd":148484,"name":"Mestmaker & Petrey Wealth Advisors","city":"Bakersfield","state":"CA","fees":{"hourly":[250,250],"flat":[250,10000]},"sourceSentences":{"hourly":"Our hourly fee is $250.","flat":"Our flat fees generally range from $250 to $10,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019883","page":"https://plannerfees.com/planners/mestmaker-petrey-wealth-advisors-148484/"},{"crd":170647,"name":"Method Finance, LLC","city":"St. Louis","state":"MO","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum annual fee is $5,000 (The Firm has sole discretion to grandfather in existing accounts)."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008617","page":"https://plannerfees.com/planners/method-finance-llc-170647/"},{"crd":305086,"name":"Metis Wealth Management & Planning LLC","city":"Bluffton","state":"SC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Metis's planning and consulting fees are negotiable, but are generally an hourly fee of $300, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"1/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003775","page":"https://plannerfees.com/planners/metis-wealth-management-planning-llc-305086/"},{"crd":297325,"name":"Metric Financial, LLC","city":"Simsbury","state":"CT","fees":{"flat":[1500,1500],"monthly":[100,500]},"sourceSentences":{"flat":"Since fees are paid in arrears, no rebate will be needed upon termination of the account. 7 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,500 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $500 per month, depending on complexity and…","monthly":"Since fees are paid in arrears, no rebate will be needed upon termination of the account. 7 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,500 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $500 per month, depending on complexity and…"},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019394","page":"https://plannerfees.com/planners/metric-financial-llc-297325/"},{"crd":108382,"name":"Metz Capital Management LLC","city":"Lewes","state":"DE","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Metz Capital also provides investment advisory services for an hourly fee of $175 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025097","page":"https://plannerfees.com/planners/metz-capital-management-llc-108382/"},{"crd":281507,"name":"Mev Value LLC","city":"Hudson","state":"OH","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $200 and $500."},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043736","page":"https://plannerfees.com/planners/mev-value-llc-281507/"},{"crd":107309,"name":"Meyer Handelman Company LLC","city":"Rye Brook","state":"NY","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"Minimum annual fee for new accounts is ten thousand ($10,000) dollars."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020665","page":"https://plannerfees.com/planners/meyer-handelman-company-llc-107309/"},{"crd":148734,"name":"Meyers Wealth Management","city":"Palo Alto","state":"CA","fees":{"hourly":[360,360]},"sourceSentences":{"hourly":"Hourly fees are billed in 6 minute increments and will not exceed $360 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029911","page":"https://plannerfees.com/planners/meyers-wealth-management-148734/"},{"crd":129045,"name":"Mezzasalma Advisors","city":"Tinton Falls","state":"NJ","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Flat fees range from $500 to $10,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021757","page":"https://plannerfees.com/planners/mezzasalma-advisors-129045/"},{"crd":337818,"name":"Mezzi","city":"Menlo Park","state":"CA","fees":{"annual":[1499,1499]},"sourceSentences":{"annual":"White Glove: $1,499 annually Our fees are generally non-negotiable, though we retain the discretion to negotiate, discount, or waive fees on a case-by-case basis. 5 The fee is to be paid by the client via the Apple App Store or our online billing platform prior to Mezzi providing investment advice to the client."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030446","page":"https://plannerfees.com/planners/mezzi-337818/"},{"crd":155518,"name":"MF Advisers, Inc.","city":"Dallas","state":"PA","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $175."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016263","page":"https://plannerfees.com/planners/mf-advisers-inc-155518/"},{"crd":169013,"name":"Mfa Wealth Services","city":"Thousand Oaks","state":"CA","fees":{"hourly":[350,350],"quarterly":[500,12500]},"sourceSentences":{"quarterly":"The fixed fee, when utilized, is for small accounts and ranges from $500 – $12,500 per quarter, or for assets under advisement where assets are difficult to value, such as real estate and business interests where a reasonable fee is calculated based in part on AUM fee schedule.","hourly":"Financial planning is available at the hourly fee of $350.00 or calculated on a flat fee basis."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002283","page":"https://plannerfees.com/planners/mfa-wealth-services-169013/"},{"crd":114519,"name":"Mfac Financial Advisors, Inc.","city":"Westlake Village","state":"CA","fees":{"hourly":[550,550]},"sourceSentences":{"hourly":"The hourly rate of $550 listed above exceeds the fee charged by most, if not all, Maryland based advisers."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022817","page":"https://plannerfees.com/planners/mfac-financial-advisors-inc-114519/"},{"crd":289949,"name":"MFG Capital, Inc.","city":"Trenton","state":"MI","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"AND CONSULTING MFG Capital charges an hourly fee of $150 for Binancial planning."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028835","page":"https://plannerfees.com/planners/mfg-capital-inc-289949/"},{"crd":334574,"name":"MFG Private Wealth","city":"Canonsburg","state":"PA","fees":{"hourly":[200,500],"flat":[500,250000]},"sourceSentences":{"hourly":"The hourly fee for these services is between $200 and $500.","flat":"The negotiated fixed rate for creating client financial plans is between $500 and $250,000."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054916","page":"https://plannerfees.com/planners/mfg-private-wealth-334574/"},{"crd":125963,"name":"MFG Wealth Management, Inc.","city":"Indianapolis","state":"IN","fees":{"flat":[400,10000],"annual":[600,10000]},"sourceSentences":{"flat":"Fixed fees refer to written financial plans, which range from $400 to $10,000, depending on the complexity of a client's financial situation.","annual":"Negotiable annual retainer fees range from $600 to $10,000, depending on the complexity of a client's financial situation."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055691","page":"https://plannerfees.com/planners/mfg-wealth-management-inc-125963/"},{"crd":107649,"name":"MG Financial LLC","city":"Braintree","state":"MA","fees":{"hourly":[85,850]},"sourceSentences":{"hourly":"These hourly rates range from $85 to $850 an hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024814","page":"https://plannerfees.com/planners/mg-financial-llc-107649/"},{"crd":306983,"name":"MGN and Co LLC","city":"Santa Monica","state":"CA","fees":{"hourly":[100,300],"annual":[200,1000]},"sourceSentences":{"annual":"The subscription fees for such publications will range between $200 per year and $1,000 per year depending on the frequency and tier of subscription selected by the client.","hourly":"Hourly fees are charged at a rate of $100.00 to $300.00 per hour, including meeting time and preparation time depending on the profile, complexity and scale of the project."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046700","page":"https://plannerfees.com/planners/mgn-and-co-llc-306983/"},{"crd":310248,"name":"MH Wealth Management","city":"Alpharetta","state":"GA","fees":{"hourly":[250,250],"flat":[1500,25000]},"sourceSentences":{"hourly":"Pursuant to a written financial planning agreement, MH Wealth’s financial planning and consulting services clients are charged an hourly fee of $250, which may be negotiated in advance, for those services.","flat":"Fixed fees will generally range from $1,500 to $25,000 depending on the time and resources required to provide the advice and recommendations required by the client."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003110","page":"https://plannerfees.com/planners/mh-wealth-management-310248/"},{"crd":139995,"name":"MHP Asset Management","city":"Tilton","state":"NH","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019629","page":"https://plannerfees.com/planners/mhp-asset-management-139995/"},{"crd":174590,"name":"MHS Advisory Services, LLC","city":"Maple Grove","state":"MN","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"MHS Advisory charges an hourly fee of $350 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055372","page":"https://plannerfees.com/planners/mhs-advisory-services-llc-174590/"},{"crd":164684,"name":"Michael A. Janky Dba MJ Wealth Planning","city":"Tucson","state":"AZ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"An hourly fee of $200 per hour is charged by Michael A."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000245","page":"https://plannerfees.com/planners/michael-a-janky-dba-mj-wealth-planning-164684/"},{"crd":119944,"name":"Michael G Miller","city":"Willoughby","state":"OH","fees":{"hourly":[413,413]},"sourceSentences":{"hourly":"Hourly services are billed at $413 per hour."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053198","page":"https://plannerfees.com/planners/michael-g-miller-119944/"},{"crd":133943,"name":"Michael Garber Financial Planning","city":"Gilroy","state":"CA","fees":{"hourly":[350,350],"annual":[4000,25000]},"sourceSentences":{"annual":"Open Retainer Initial Year of Open Retainer: $7,500 to $25,000 Renewal Years of Open Retainer: $4,000 to $25,000 Fees are calculated annually and payable quarterly, in advance.","hourly":"A fixed fee is quoted based on an hourly rate of $350 per hour for specific project requests."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999785","page":"https://plannerfees.com/planners/michael-garber-financial-planning-133943/"},{"crd":143191,"name":"Michael J. Schussele, CPA","city":"Springfield","state":"IL","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Estate Planning is $100 per hour."},"brochureDate":"6/28/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=718712","page":"https://plannerfees.com/planners/michael-j-schussele-cpa-143191/"},{"crd":335648,"name":"Michael Leslie Investments LLC","city":"Philadelphia","state":"PA","fees":{"monthly":[190,190]},"sourceSentences":{"monthly":"Charged monthly in advance with a maximum fee of $190 per month."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024521","page":"https://plannerfees.com/planners/michael-leslie-investments-llc-335648/"},{"crd":311833,"name":"Michael Mellberg Investment Advisor","city":"Reno","state":"NV","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Clients may engage MMC for ongoing, standalone financial planning and consultation services under an hourly fee arrangement at the hourly rate of $350 per hour, billed in 6minute increments with a partial increment being treated as a whole."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018270","page":"https://plannerfees.com/planners/michael-mellberg-investment-advisor-311833/"},{"crd":322413,"name":"Michael Piper, LLC","city":"Saint Louis","state":"MO","fees":{"hourly":[400,400],"flat":[7000,7000],"monthly":[615,615]},"sourceSentences":{"flat":"Ongoing Financial Planning For new ongoing financial planning clients, there is an initial fee of $7,000, paid in advance.","monthly":"The engagement will renew thereafter at a fee of $615 per month, billed in arrears.","hourly":"For an hourly planning engagement, rather than ongoing financial planning, the firm will charge based on an hourly rate of $400 per hour, billed in ten-minute increments, rounded down."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033015","page":"https://plannerfees.com/planners/michael-piper-llc-322413/"},{"crd":285427,"name":"Michael Traxler Wealth Management, LLC","city":"New Prague","state":"MN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING MTWM charges an hourly fee of $200 for financial planning."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011355","page":"https://plannerfees.com/planners/michael-traxler-wealth-management-llc-285427/"},{"crd":319311,"name":"Michels Family Financial, LLC","city":"Fort Worth","state":"TX","fees":{"flat":[25000,25000]},"sourceSentences":{"flat":"Fixed fees for financial plans will not exceed $25,000."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013407","page":"https://plannerfees.com/planners/michels-family-financial-llc-319311/"},{"crd":311449,"name":"Mid Michigan Insurance and Financial Services LLC","city":"Bay City","state":"MI","fees":{"hourly":[0,500]},"sourceSentences":{"hourly":"The hourly fee typically ranges from $0 (or waived fee) up to a maximum of $500 per hour."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001195","page":"https://plannerfees.com/planners/mid-michigan-insurance-and-financial-services-llc-311449/"},{"crd":334335,"name":"Midas Capital Management","city":"San Francisco","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is $300."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005618","page":"https://plannerfees.com/planners/midas-capital-management-334335/"},{"crd":284996,"name":"Middleton & Company","city":"Vancouver","state":"WA","fees":{"flat":[750,750],"quarterly":[2500,2500]},"sourceSentences":{"flat":"This engagement has a flat fee of $750, paid upfront.","quarterly":"Our fee for this service is $2,500 per quarter, paid in advance."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042637","page":"https://plannerfees.com/planners/middleton-company-284996/"},{"crd":324997,"name":"Midland Wealth Management","city":"Effingham","state":"IL","fees":{"hourly":[125,300]},"sourceSentences":{"hourly":"Hourly fees range from $125 to $300 per hour."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043265","page":"https://plannerfees.com/planners/midland-wealth-management-324997/"},{"crd":113282,"name":"Midwest Asset Management, Inc.","city":"Verona","state":"WI","fees":{"hourly":[300,500]},"sourceSentences":{"hourly":"-3- Quantitative Portfolio Management $ Investment Amount Sliding Fee Schedule Minimum 500,001 to 1,000,001 to 2,000,001 to 5,000,001 to 10,000,001 or more 500,000 1,000,000 2,000,000 3,000,000 10,000,000 negotiable $ Client Total Amount Invested % Annual Fee 500,000 1,000,000 2,000,000 3,000,000 10,000,000 0.50…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031574","page":"https://plannerfees.com/planners/midwest-asset-management-inc-113282/"},{"crd":175288,"name":"Midwest Financial Group LLC","city":"Overland Park","state":"KS","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"There is a minimum annual fee of $1,000 per plan."},"brochureDate":"2/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013086","page":"https://plannerfees.com/planners/midwest-financial-group-llc-175288/"},{"crd":306308,"name":"Midwest Heritage Financial Advisors","city":"West Des Moines","state":"IA","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"The fees generally range from $100 to $300 per hour."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999562","page":"https://plannerfees.com/planners/midwest-heritage-financial-advisors-306308/"},{"crd":291528,"name":"Midwest Wealth Solutions LLC","city":"Brookfield","state":"WI","fees":{"hourly":[400,400],"flat":[8000,8000]},"sourceSentences":{"flat":"No increase in the annual fee shall be effective without agreement from the Client by signing a new agreement or amendment to their current advisory agreement.” Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans starts at $8,000.","hourly":"The negotiated hourly fee for these services is $400. 4 Clients may terminate the agreement without penalty, for full refund of MWSL’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002296","page":"https://plannerfees.com/planners/midwest-wealth-solutions-llc-291528/"},{"crd":270022,"name":"Midwestern Financial Group","city":"Iowa City","state":"IA","fees":{"hourly":[250,250],"flat":[250,35000]},"sourceSentences":{"flat":"The fixed fee can range between $250.00 and $35,000.00.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $250.00 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029067","page":"https://plannerfees.com/planners/midwestern-financial-group-270022/"},{"crd":283067,"name":"Migh Financial Planner, LLC","city":"Los Gatos","state":"CA","fees":{"hourly":[250,250],"flat":[1600,2400],"monthly":[120,120]},"sourceSentences":{"hourly":"The hourly fee for financial planning is $250/hour.","flat":"The fixed rate for creating initial client financial plans is between $1,600 and $2,400, depending upon complexity of assets, liabilities and extent of other data. [Updates to established financial plans are charged at the hourly rate, with a four hour minimum charge.","monthly":"For the fixed fee of $120 per month, the existing clients will be provided unlimited financial advice, contracted annually."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048108","page":"https://plannerfees.com/planners/migh-financial-planner-llc-283067/"},{"crd":123322,"name":"Mighty Oak Strong America Investment Company","city":"Mechanicsburg","state":"PA","fees":{"hourly":[215,475]},"sourceSentences":{"hourly":"Hourly fees range from $215 - $475."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021634","page":"https://plannerfees.com/planners/mighty-oak-strong-america-investment-company-123322/"},{"crd":318660,"name":"Migration Wealth Management, LLC","city":"Avon","state":"IN","fees":{"hourly":[300,300],"flat":[300,25000],"annual":[3900,3900]},"sourceSentences":{"annual":"For clients with less than $260,000 in AUM, the advisory fee consists of a flat annual fee starting at $3,900, which may be subject to change annually.","flat":"Limited Scope Financial Planning Services Project-Based Engagements Fixed fees for project-based engagements will typically range between $300 and $25,000.","hourly":"We also provide financial planning as an hourly engagement at the rate of $300 per hour."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003730","page":"https://plannerfees.com/planners/migration-wealth-management-llc-318660/"},{"crd":291305,"name":"Milborn Advisors, LTD","city":"Milwaukee","state":"WI","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $1,000 and $10,000."},"brochureDate":"5/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044446","page":"https://plannerfees.com/planners/milborn-advisors-ltd-291305/"},{"crd":288519,"name":"Mile Wealth Management","city":"Irvine","state":"CA","fees":{"hourly":[250,350],"annual":[4800,4800]},"sourceSentences":{"annual":"The minimum annual fee is $4,800 per year.","hourly":"Financial Planning Services are typically offered at a rate of $250 to $350 per hour, depending on complexity."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038106","page":"https://plannerfees.com/planners/mile-wealth-management-288519/"},{"crd":166621,"name":"Miles Wealth Management, L.L.C.","city":"Houston","state":"TX","fees":{"hourly":[300,300],"flat":[1000,5000]},"sourceSentences":{"hourly":"An estimate will be given after the initial consultation. 2 Hourly consulting is available for a fee in the range of $300 per hour.","flat":"We also offer Fixed Fee Financial Plans typically range between $1000 - $5000."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039930","page":"https://plannerfees.com/planners/miles-wealth-management-l-l-c-166621/"},{"crd":308758,"name":"Milestone Advisory Group, LLC","city":"Washington","state":"IL","fees":{"flat":[4500,4500],"annual":[6000,6000]},"sourceSentences":{"flat":"Services are offered based on a negotiable flat fee, with a maximum fee of $4,500 depending on complexity and each individual client’s needs.","annual":"Fees for ongoing consultations will be no more than $6,000 annually depending on complexity and each individual client’s 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fees will range from $1,000 to $5,000."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059849","page":"https://plannerfees.com/planners/milestones-private-investment-advisors-llc-289116/"},{"crd":331723,"name":"Milieu Personal Finance LLC","city":"Ann Arbor","state":"MI","fees":{"flat":[2400,4800]},"sourceSentences":{"flat":"Fixed fee rates range from $2,400 to $4,800."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026628","page":"https://plannerfees.com/planners/milieu-personal-finance-llc-331723/"},{"crd":122894,"name":"Milinovich & Co., Inc","city":"Waynesburg","state":"PA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"In certain circumstances, we may charge a rate of $300/hour for financial planning 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$20,000.","hourly":"Our hourly rate is $300."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058013","page":"https://plannerfees.com/planners/miller-wealth-management-342942/"},{"crd":343531,"name":"Miller Wealth Partners","city":"Mint Hill","state":"NC","fees":{"flat":[2000,5000],"monthly":[100,500]},"sourceSentences":{"monthly":"ONGOING FINANCIAL PLANNING SERVICE MWP charges a negotiable fixed fee for the ongoing financial planning services that ranges between $100 and $500 monthly based on complexity of the Client’s specific situation.","flat":"MWP charges a negotiable fixed fee for financial planning between $2,000 and $5,000 dependent upon the complexity of the Client’s specific 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Planning may be included without incurring an additional fee for clients engaging us for Investment Management Services. 12 Miner Wealth Management, LLC Form ADV Part 2A & 2B - Firm Brochure & Brochure Supplement Ongoing Comprehensive Financial Planning Ongoing Comprehensive…","flat":"The fixed fee can range from $4,500 to $50,000, depending on complexity and the needs of the client.","hourly":"The specific fixed fee is based on several factors, including: the number of accounts and entities, including business entities, involved in the engagement; whether the client is single or married; the complexity of the client's tax situation, including the presence of Schedule C or K-1 business income,…","monthly":"The Plan Sponsor will pay the annual flat fee of $2,500 monthly in arrears through receipt of an 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$300.","hourly":"Currently, fixed fees range from $750 to $5,000, and hourly fees range from $200 to $300."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045108","page":"https://plannerfees.com/planners/minichmacgregor-wealth-management-llc-151237/"},{"crd":340649,"name":"Miotto, Jordan Philip","city":"Anaheim","state":"CA","fees":{"flat":[400,400]},"sourceSentences":{"flat":"The Firm provides a specialized Financial Planning & Investment Consultation engagement for a flat fee of $400."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011734","page":"https://plannerfees.com/planners/miotto-jordan-philip-340649/"},{"crd":173764,"name":"Mirador Capital Partners","city":"Pleasanton","state":"CA","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Flat fees will not exceed $2,500."},"brochureDate":"6/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048964","page":"https://plannerfees.com/planners/mirador-capital-partners-173764/"},{"crd":297759,"name":"Mirica Wealth","city":"Hanover","state":"NH","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"In the event of an early termination, prior to the end of the first 90 days, the unearned portion of the upfront fee will be prorated based on the amount of work completed at a rate of $150 per hour and refunded to the client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039368","page":"https://plannerfees.com/planners/mirica-wealth-297759/"},{"crd":310319,"name":"Miros Wealth LLC","city":"Overland Park","state":"KS","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"This time is billed at the rate of $150 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034324","page":"https://plannerfees.com/planners/miros-wealth-llc-310319/"},{"crd":319408,"name":"Mirretti Perryman Wealth Strategies, LLC","city":"Skokie","state":"IL","fees":{"hourly":[300,300],"flat":[1500,5000]},"sourceSentences":{"hourly":"Financial planning fees will be billed at the rate of $300 per hour or a fixed fee mutually agreed upon by the client and MPWS.","flat":"Fixed fee engagements typically range from $1,500 to $5,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029749","page":"https://plannerfees.com/planners/mirretti-perryman-wealth-strategies-llc-319408/"},{"crd":151514,"name":"Mission Creek Capital Partners, Inc.","city":"San 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fee of $300 per hour.","flat":"Services are offered based on a flat fee between $2,500 and $5,000 Fees are waived for asset management clients."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017853","page":"https://plannerfees.com/planners/mission-hills-financial-advisory-llc-328516/"},{"crd":297444,"name":"Mission Park Capital, LLC","city":"Waltham","state":"MA","fees":{"hourly":[250,250],"flat":[6000,6000]},"sourceSentences":{"flat":"The one-time fee for “GettingItTogetherSM” is $6,000.","hourly":"The one-time fee for “CollegeCostsTogetherSM” is based on an hourly rate of $250 per hour."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054379","page":"https://plannerfees.com/planners/mission-park-capital-llc-297444/"},{"crd":300473,"name":"Mission: 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$20,000."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006117","page":"https://plannerfees.com/planners/mitchell-pahl-private-wealth-307625/"},{"crd":109447,"name":"Mitchell Advisory Inc","city":"Reston","state":"VA","fees":{"hourly":[350,350],"quarterly":[500,3000],"annual":[2000,12000]},"sourceSentences":{"quarterly":"There is a minimum charge of $500 per quarter or $2,000 per year for all supervisory accounts and a maximum charge of $3,000 per quarter or $12,000 per year.","annual":"There is a minimum charge of $500 per quarter or $2,000 per year for all supervisory accounts and a maximum charge of $3,000 per quarter or $12,000 per year.","hourly":"Fees for financial planning services are based on our current hourly rate of $350 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=39259","page":"https://plannerfees.com/planners/mitchell-advisory-inc-109447/"},{"crd":282976,"name":"Mitchell Financial Planning","city":"Culver City","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Lower fees for comparable services may be available from other sources. $200 per hour is charged for producing a financial plan or providing financial advice."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008037","page":"https://plannerfees.com/planners/mitchell-financial-planning-282976/"},{"crd":332162,"name":"Mitchell Kramer Advisors LLC","city":"Sullivan","state":"MO","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Financial Planning Fees Hourly Fees The hourly fee for these services is $100."},"brochureDate":"9/20/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=925487","page":"https://plannerfees.com/planners/mitchell-kramer-advisors-llc-332162/"},{"crd":141373,"name":"MJB Financial Planning","city":"Lincoln","state":"NE","fees":{"flat":[2500,2500],"quarterly":[4375,4375]},"sourceSentences":{"quarterly":"This fee is billed quarterly in arrears, resulting in a quarterly fee of $4,375.","flat":"Limited Scope Financial Planning Service – The fee for the service is a fixed fee of $2,500 with $1,000 due upon the signing of the agreement and $1,500 when MJB Financial Planning provides the financial planning recommendations."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016838","page":"https://plannerfees.com/planners/mjb-financial-planning-141373/"},{"crd":306875,"name":"MJC Financial Fitness LLC","city":"Chicago","state":"IL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Package Length 3 Months (6 sessions) 6 Months (12 sessions) Program Fee $495 $995 8 Financial Planning Hourly Projects Fee Financial Planning engagements are offered at an hourly rate of $150 per hour, with 25% of the estimated fee collected up front."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006045","page":"https://plannerfees.com/planners/mjc-financial-fitness-llc-306875/"},{"crd":127654,"name":"MJP Wealth Advisors","city":"Farmington","state":"CT","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"Our flat fees range from $1,500 and $5,000."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048198","page":"https://plannerfees.com/planners/mjp-wealth-advisors-127654/"},{"crd":287539,"name":"MK Investment Advisors, LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[125,350],"flat":[0,15000]},"sourceSentences":{"hourly":"Our hourly fees generally range from $125 to $350 per hour.","flat":"Flat fees generally range from $0 to $15,000."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007404","page":"https://plannerfees.com/planners/mk-investment-advisors-llc-287539/"},{"crd":305760,"name":"MK3 Wealth LLC","city":"Cherry Hill","state":"NJ","fees":{"hourly":[400,400],"flat":[1000,25000]},"sourceSentences":{"hourly":"MK3 Wealth’s financial planning and consulting fees are negotiable, but generally are $400 on an hourly rate basis, and from $1,000 to $25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","flat":"MK3 Wealth’s financial planning and consulting fees are negotiable, but generally are $400 on an hourly rate basis, and from $1,000 to $25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041603","page":"https://plannerfees.com/planners/mk3-wealth-llc-305760/"},{"crd":136286,"name":"MKG Capital Management, LLC","city":"San Francisco","state":"CA","fees":{"hourly":[280,280]},"sourceSentences":{"hourly":"Compensation provided to MKG for financial planning services is negotiable and varies, but typically consists of a fee of $280 per hour."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040678","page":"https://plannerfees.com/planners/mkg-capital-management-llc-136286/"},{"crd":340028,"name":"MKX Capital","city":"Kaneohe","state":"HI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fee services are offered based on an hourly fee of $300 per hour."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057341","page":"https://plannerfees.com/planners/mkx-capital-340028/"},{"crd":285263,"name":"MMBG Investment Advisors Co.","city":"Miami","state":"FL","fees":{"flat":[1000,20000]},"sourceSentences":{"flat":"The Firm may also provide certain specified services, such as the financial planning services, for a fixed, non- asset-based fee, which typically ranges from $1,000 to $20,000 depending on a variety of factors."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029726","page":"https://plannerfees.com/planners/mmbg-investment-advisors-co-285263/"},{"crd":107861,"name":"MMHP Investment Advisors","city":"Thomasville","state":"GA","fees":{"hourly":[300,300],"flat":[10000,10000]},"sourceSentences":{"hourly":"Comprehensive Planning Comprehensive financial planning services are offered on an hourly rate not to exceed $300 with a maximum fixed fee not to exceed $10,000 for the initial engagement.","flat":"Comprehensive Planning Comprehensive financial planning services are offered on an hourly rate not to exceed $300 with a maximum fixed fee not to exceed $10,000 for the initial engagement."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016960","page":"https://plannerfees.com/planners/mmhp-investment-advisors-107861/"},{"crd":322617,"name":"MN Wealth Advisors, LLC","city":"Overland Park","state":"KS","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Registrant’s planning and consulting fees are negotiable, but generally range up to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), or are available for an hourly rate of $200."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012117","page":"https://plannerfees.com/planners/mn-wealth-advisors-llc-322617/"},{"crd":151350,"name":"MNM Vested, LLC","city":"Houston","state":"TX","fees":{"flat":[4000,4000]},"sourceSentences":{"flat":"Financial Planning fees begin at $4,000."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041352","page":"https://plannerfees.com/planners/mnm-vested-llc-151350/"},{"crd":155649,"name":"Modera Wealth Management, LLC","city":"Westwood","state":"NJ","fees":{"quarterly":[2500,2500]},"sourceSentences":{"quarterly":"Notwithstanding the foregoing, we can charge a minimum quarterly fee of $2,500 for retirement plan services."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021147","page":"https://plannerfees.com/planners/modera-wealth-management-llc-155649/"},{"crd":285269,"name":"Modern Assets, LLC","city":"Hawthorne","state":"CA","fees":{"flat":[5000,10000],"annual":[2000,2000]},"sourceSentences":{"annual":"Add-on: planning for your adult children is available from $2,000 per year, per child.","flat":"The fixed fee can range between $5,000 and $10,000."},"brochureDate":"10/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060065","page":"https://plannerfees.com/planners/modern-assets-llc-285269/"},{"crd":170396,"name":"Modern Capital Concepts","city":"Chicago","state":"IL","fees":{"hourly":[450,450],"flat":[3000,3000],"monthly":[250,250],"quarterly":[2000,2000]},"sourceSentences":{"hourly":"The firms basic hourly fee charge for financial planning services is $450 per hour however the firm offers a variety of financial planning service offerings:","quarterly":"Clients selecting the Personal Financial Strategy will be charged a fixed quarterly fee of $2,000 per threemonth period for clients that need more extensive help with:","flat":"For Workplace Wellness Program Financial Wellness Lunch and Learn A fixed fee of $3,000 per Financial Wellness program provided to clients Business Brain Trust A fee of $250 per month is charged for our Business Brain Trust services.","monthly":"For Workplace Wellness Program Financial Wellness Lunch and Learn A fixed fee of $3,000 per Financial Wellness program provided to clients Business Brain Trust A fee of $250 per month is charged for our Business Brain Trust services."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000798","page":"https://plannerfees.com/planners/modern-capital-concepts-170396/"},{"crd":174695,"name":"Modern Dollar Planning, LLC","city":"St. Louis","state":"MO","fees":{"hourly":[200,200],"quarterly":[1000,10000]},"sourceSentences":{"hourly":"In the event of any early termination of this engagement by either the Client or by Modern Dollar, the amount refundable to the Client will be determined by taking their total engagement fee paid and subtracting it by the total number of hours worked by Modern Dollar Planning multiplied by $200/hour.","quarterly":"On-Going Wealth Management Compensation for Modern Dollar Planning’s on-going wealth management and discretionary investment management services provided to the Client are in the form of a quarterly fixed fee paid in arrears and range between $1,000 and $10,000."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000243","page":"https://plannerfees.com/planners/modern-dollar-planning-llc-174695/"},{"crd":317409,"name":"Modern Financial","city":"Monument","state":"CO","fees":{"hourly":[200,200],"flat":[1000,15000],"monthly":[100,1000]},"sourceSentences":{"flat":"The fixed fee will range between $1,000 to $15,000.","monthly":"Thereafter, you will be charged an ongoing fee that ranges between $100 to $1,000 per month where we will continuously monitor your plan and provide updates as necessary based on your financial situation.","hourly":"FINANCIAL CONSULTING Consulting services are offered at an hourly rate of $200."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003404","page":"https://plannerfees.com/planners/modern-financial-317409/"},{"crd":297193,"name":"Modern Financial Planning","city":"Georgetown","state":"TX","fees":{"hourly":[400,400],"monthly":[500,700],"quarterly":[1500,2100]},"sourceSentences":{"monthly":"The fees for our Comprehensive Financial Planning Services consist of an upfront charge, typically ranging from $500 to $2000, and an ongoing fee, typically ranging from $500 to $700 per month or $1,500 to $2,100 per quarter, paid in arrears.","quarterly":"The fees for our Comprehensive Financial Planning Services consist of an upfront charge, typically ranging from $500 to $2000, and an ongoing fee, typically ranging from $500 to $700 per month or $1,500 to $2,100 per quarter, paid in arrears.","hourly":"The rate for hourly services is $400 per hour, billed in 15-minute increments and due upon completion of the project."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019364","page":"https://plannerfees.com/planners/modern-financial-planning-297193/"},{"crd":334087,"name":"Modern Financial Wellness","city":"Portsmouth","state":"NH","fees":{"hourly":[350,350],"flat":[2500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 to $10,000.","hourly":"Our hourly rate is $350."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042340","page":"https://plannerfees.com/planners/modern-financial-wellness-334087/"},{"crd":311307,"name":"Modern Money Management LLC","city":"San Diego","state":"CA","fees":{"hourly":[300,300],"monthly":[625,625]},"sourceSentences":{"monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning Monthly Fee $625 This service is provided under a comprehensive financial planning agreement.","hourly":"Hourly financial planning engagements are offered at an hourly rate of $300 per hour."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008682","page":"https://plannerfees.com/planners/modern-money-management-llc-311307/"},{"crd":154742,"name":"Modern Wealth Concepts LLC","city":"Jenkintown","state":"PA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The base hourly fee for our financial planning services is $200."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020614","page":"https://plannerfees.com/planners/modern-wealth-concepts-llc-154742/"},{"crd":324624,"name":"Modern Wealth Management, LLC","city":"Kansas City","state":"MO","fees":{"flat":[500,15000]},"sourceSentences":{"flat":"MWB’s fee for estate plan funding services typically ranges from $500 to $15,000 per estate plan."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043166","page":"https://plannerfees.com/planners/modern-wealth-management-llc-324624/"},{"crd":217511,"name":"Modernist Financial, LLC","city":"Portland","state":"OR","fees":{"annual":[2000,36000]},"sourceSentences":{"annual":"The typical range is an annual fee of $2,000-$36,000 (billed monthly)."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055349","page":"https://plannerfees.com/planners/modernist-financial-llc-217511/"},{"crd":328343,"name":"Modesto Capital","city":"Elkins Park","state":"PA","fees":{"hourly":[150,150],"flat":[500,10000],"quarterly":[125,2500]},"sourceSentences":{"flat":"Full Financial Plannings are offered based on a fixed fee between $500 and $10,000.","hourly":"Consultation Services are offered based on an hourly fee of $150 per hour.","quarterly":"ONGOING FINANCIAL PLANNING Ongoing Financial Planning is offered for quarterly fee of $125-$2,500 depending on complexity of client situation paid in arrears."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007754","page":"https://plannerfees.com/planners/modesto-capital-328343/"},{"crd":329227,"name":"Modoo Strategy LLC","city":"Great Neck","state":"NY","fees":{"hourly":[350,350],"flat":[350,30000],"quarterly":[350,7500],"annual":[1400,30000]},"sourceSentences":{"annual":"In addition, we charge a recurring annual fixed fee of $1,400 - $30,000, paid quarterly in arrears at a rate ranging from $350 to $7,500 per quarter.","quarterly":"In addition, we charge a recurring annual fixed fee of $1,400 - $30,000, paid quarterly in arrears at a rate ranging from $350 to $7,500 per quarter.","flat":"Fixed fee rates range between $350 and $30,000.","hourly":"Our hourly rate is $350."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027699","page":"https://plannerfees.com/planners/modoo-strategy-llc-329227/"},{"crd":291204,"name":"Modus Advisors, LLC","city":"Excelsior","state":"MN","fees":{"hourly":[300,300],"flat":[1000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $300.","flat":"Flat fees range from $1,000 to $10,000."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011223","page":"https://plannerfees.com/planners/modus-advisors-llc-291204/"},{"crd":335975,"name":"Moffatt Financial Strategies","city":"Fort Worth","state":"TX","fees":{"hourly":[100,400],"flat":[1000,25000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $25,000. 5 Hourly Fees The negotiated hourly fee for these services is between $100 and $400.","hourly":"The negotiated fixed rate for creating client financial plans is between $1,000 and $25,000. 5 Hourly Fees The negotiated hourly fee for these services is between $100 and $400."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023218","page":"https://plannerfees.com/planners/moffatt-financial-strategies-335975/"},{"crd":281536,"name":"Mohar Financial Planning","city":"Oilville","state":"VA","fees":{"annual":[1500,10000]},"sourceSentences":{"annual":"Fees are negotiable, and depending on the complexity of an individual’s situation, will typically range from $1500-$10,000 per year."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=432361","page":"https://plannerfees.com/planners/mohar-financial-planning-281536/"},{"crd":109419,"name":"Moisand Fitzgerald 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If assets are over $423,000, the standard fee schedule shall apply.","flat":"Financial plan fees range from $2,500 to $25,000.","hourly":"Additional services requested beyond the scope of the original plan may be billed on an hourly basis at the published rate of $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033698","page":"https://plannerfees.com/planners/moisand-fitzgerald-tamayo-llc-109419/"},{"crd":328005,"name":"Mokan Wealth Management","city":"Overland Park","state":"KS","fees":{"flat":[4500,5500],"monthly":[500,750]},"sourceSentences":{"flat":"Creation engagements, offered under our “Retire Ready Roadmap” Financial Planning Agreement, are offered for a fee of $4,500 - $5,500, depending on complexity.","monthly":"For ongoing financial planning services without investment management services, Mokan charges an ongoing retainer fee that is paid monthly, in arrears, at the rate of $500 - $750 per month."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059781","page":"https://plannerfees.com/planners/mokan-wealth-management-328005/"},{"crd":323967,"name":"Molano Wealth Management","city":"Visalia","state":"CA","fees":{"hourly":[300,300],"flat":[3000,36000],"monthly":[699,699]},"sourceSentences":{"flat":"Full Financial Plan Full Financial Plan services are offered on a fixed fee basis ranging from $3,000 to $36,000.","hourly":"Consultation Services Hourly Consultation Services are offered based on an hourly fee of $300 per hour.","monthly":"Financial Consulting Monthly Subscription The initial meeting is $699."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044890","page":"https://plannerfees.com/planners/molano-wealth-management-323967/"},{"crd":337303,"name":"Moldenhauer & 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$300.00."},"brochureDate":"12/23/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999289","page":"https://plannerfees.com/planners/molinar-co-financial-advocates-338795/"},{"crd":334042,"name":"Molokai Investments","city":"Wake Forest","state":"NC","fees":{"hourly":[250,250],"flat":[2500,2500],"monthly":[250,500]},"sourceSentences":{"hourly":"For hourly engagements, we charge a rate of $250 per hour, billed monthly in arrears.","monthly":"Alternatively, we may offer a monthly subscription fee typically ranging from $250 to $500 per month, or a flat fee for a comprehensive project starting at $2,500.","flat":"Alternatively, we may offer a monthly subscription fee typically ranging from $250 to $500 per month, or a flat fee for a comprehensive project starting at $2,500."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020463","page":"https://plannerfees.com/planners/molokai-investments-334042/"},{"crd":144292,"name":"Molotsky Tax Advisory Group, LLC","city":"Voorhees","state":"NJ","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.","hourly":"- 3Molotsky Tax Advisory Group, LLC HOURLY FEES Financial Planning Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013385","page":"https://plannerfees.com/planners/molotsky-tax-advisory-group-llc-144292/"},{"crd":285798,"name":"Moment Financial 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hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031931","page":"https://plannerfees.com/planners/moment-financial-planning-285798/"},{"crd":332691,"name":"Moment Partners, LLC","city":"San Francisco","state":"CA","fees":{"flat":[2000,50000]},"sourceSentences":{"flat":"Financial Planning and Consulting Services For clients not retaining Moment for investment advisory services, Moment can provide financial planning and/or consulting services which are billed on a fixed rate basis ranging from $2,000-$50,000 depending on the scope of the work to be performed."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023449","page":"https://plannerfees.com/planners/moment-partners-llc-332691/"},{"crd":313223,"name":"Moment Private Wealth","city":"Saint 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derived from the estimated time required to complete a comprehensive financial plan, calculated as follows:"},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056849","page":"https://plannerfees.com/planners/momentum-financial-and-insurance-services-llc-313233/"},{"crd":298861,"name":"Momentum Financial Planning LLC","city":"Longmont","state":"CO","fees":{"flat":[3299,3299],"monthly":[349,478],"annual":[4188,5736]},"sourceSentences":{"annual":"Financial Life Review + Comprehensive Plan Development + Financial Education Comprehensive financial planning process over the first 12 months of the engagement (or longer if you wish to continue at a “higher-touch” pace) Generally includes monthly meetings, email/phone support, specific analyses for life events as…","monthly":"Financial Life Review + Comprehensive Plan Development + Financial Education Comprehensive financial planning process over the first 12 months of the engagement (or longer if you wish to continue at a “higher-touch” pace) Generally includes monthly meetings, email/phone support, specific analyses for life events as…","flat":"Fees for the Money & Marriage program are $3,299 for six months of financial planning guidance."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998981","page":"https://plannerfees.com/planners/momentum-financial-planning-llc-298861/"},{"crd":292276,"name":"Momentum Fintech LLC","city":"Lisle","state":"IL","fees":{"flat":[200,1000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $200 and $1,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017143","page":"https://plannerfees.com/planners/momentum-fintech-llc-292276/"},{"crd":305502,"name":"Momentum Private Wealth 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$5,000."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042509","page":"https://plannerfees.com/planners/moneco-advisors-171922/"},{"crd":318218,"name":"Money Blossoms","city":"Beavereton","state":"OR","fees":{"hourly":[350,350],"flat":[2000,4500],"monthly":[600,1000]},"sourceSentences":{"flat":"Financial Planning ● Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $2,000 $4,500 and an ongoing flat fee that is paid monthly, in arrears, at the rate of $600 - $1,000 per month.","monthly":"Financial Planning ● Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $2,000 $4,500 and an ongoing flat fee that is paid monthly, in arrears, at the rate of $600 - $1,000 per month.","hourly":"Money Blossoms uses an hourly rate in order to calculate fees earned from clients. ● Hourly Financial Planning - Financial Planning engagements may be offered at the rate of $350 per hour."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060200","page":"https://plannerfees.com/planners/money-blossoms-318218/"},{"crd":331211,"name":"Money Calculus LLC","city":"Allen","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"For Hourly Consulting engagements, we calculate our fees (the “Hourly Fees”) based on the rate of $300 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018703","page":"https://plannerfees.com/planners/money-calculus-llc-331211/"},{"crd":269917,"name":"Money Evolution","city":"Bloomfield Hills","state":"MI","fees":{"hourly":[99,249],"flat":[299,1899],"monthly":[99,299]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services ranges from $99 to $249.","flat":"The firm also offers fixed one-time financial planning services for a negotiated fee of $299 to $1,899 and an on-going Premium Access Service for $99 to $299 a month based on the scope and complexity.","monthly":"The firm also offers fixed one-time financial planning services for a negotiated fee of $299 to $1,899 and an on-going Premium Access Service for $99 to $299 a month based on the scope and complexity."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023574","page":"https://plannerfees.com/planners/money-evolution-269917/"},{"crd":299498,"name":"Money Grads, LLC","city":"New York","state":"NY","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Session Initial consultation Financial Health Check-up Follow-on Coaching Workshops for Organizations/Companies Cost Complimentary $450/hour $450/hour Negotiated The Company’s fees will be paid on or prior to the time of the meeting."},"brochureDate":"3/19/2019","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=555641","page":"https://plannerfees.com/planners/money-grads-llc-299498/"},{"crd":321221,"name":"Money Holistics","city":"Houston","state":"TX","fees":{"flat":[500,2500],"monthly":[99,1000],"annual":[500,500]},"sourceSentences":{"flat":"Fixed fees for such engagements currently range from $500 to $2,500 depending on scope and complexity.","monthly":"We charge a recurring fixed fee for Ongoing Financial Planning, ranging from $99 to $1,000 per month.","annual":"In circumstances where the annual fee is less than $500, fees may be charged annually in advance."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057584","page":"https://plannerfees.com/planners/money-holistics-321221/"},{"crd":331596,"name":"Money Illustrated Advisory 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implemented."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047893","page":"https://plannerfees.com/planners/money-intelligence-164597/"},{"crd":106832,"name":"Money Management Services Inc","city":"Birmingham","state":"AL","fees":{"hourly":[50,500],"flat":[500,10000],"monthly":[25,25]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $500 to $10,000 on a fixed fee basis and/or from $50 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but generally range from $500 to $10,000 on a fixed fee basis and/or from $50 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","monthly":"MMS will charge a monthly fee of $25 per account for services related to performance reporting and outside account aggregation."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016832","page":"https://plannerfees.com/planners/money-management-services-inc-106832/"},{"crd":109298,"name":"Money Methods, Inc.","city":"Amarillo","state":"TX","fees":{"hourly":[100,100],"flat":[100,500]},"sourceSentences":{"hourly":"We charge an hourly fee of $100 or a flat fee ranging from $100-$500 for financial planning services.","flat":"We charge an hourly fee of $100 or a flat fee ranging from $100-$500 for financial planning services."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030650","page":"https://plannerfees.com/planners/money-methods-inc-109298/"},{"crd":104694,"name":"Money Plans","city":"Silver 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$10,000."},"brochureDate":"3/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015820","page":"https://plannerfees.com/planners/money-script-wealth-management-pllc-286134/"},{"crd":310763,"name":"Money Strategies, Inc.","city":"Redlands","state":"CA","fees":{"flat":[5000,245000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $5,000 and $245,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014111","page":"https://plannerfees.com/planners/money-strategies-inc-310763/"},{"crd":150121,"name":"Moneycafe Advisors, LLC","city":"Denver","state":"CO","fees":{"hourly":[295,295],"annual":[3000,10000]},"sourceSentences":{"annual":"The Financial Planning fee is a flat fee ranging from $3,000 to $10,000 annually based upon the complexity of each client’s needs and the scope of services needed.","hourly":"MoneyCafe Advisor’s hourly rate is $295."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019794","page":"https://plannerfees.com/planners/moneycafe-advisors-llc-150121/"},{"crd":322788,"name":"Moneyfluent","city":"Columbus","state":"OH","fees":{"hourly":[275,275],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $10,000.","hourly":"Our hourly rate is $275."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019308","page":"https://plannerfees.com/planners/moneyfluent-322788/"},{"crd":169821,"name":"Moneyfull","city":"Longmont","state":"CO","fees":{"hourly":[250,450]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250 and $450."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003457","page":"https://plannerfees.com/planners/moneyfull-169821/"},{"crd":107337,"name":"Moneywatch Advisors, Inc.","city":"Lexington","state":"KY","fees":{"quarterly":[250,250]},"sourceSentences":{"quarterly":"In most cases our minimum fee is $250 per quarter."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025432","page":"https://plannerfees.com/planners/moneywatch-advisors-inc-107337/"},{"crd":282687,"name":"Monocot Wealth Management, LLC","city":"Las Vegas","state":"NV","fees":{"hourly":[350,350],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049138","page":"https://plannerfees.com/planners/monocot-wealth-management-llc-282687/"},{"crd":173949,"name":"Monograph Wealth Advisors, LLC","city":"Manhattan Beach","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Monograph’s hourly rate typically starts at $500 per hour, however, Monograph also retains the discretion to negotiate alternative rates on a client-by-client basis."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029947","page":"https://plannerfees.com/planners/monograph-wealth-advisors-llc-173949/"},{"crd":300513,"name":"Monroe Wealth Management LLC","city":"San Francisco","state":"CA","fees":{"quarterly":[1250,1250],"annual":[10000,10000]},"sourceSentences":{"annual":"There is a $10,000 annual minimum paid quarterly.","quarterly":"Business Consultation Fee MWM business consultation fee is $1,250 per quarter paid in advance for MWM clients who own businesses."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044892","page":"https://plannerfees.com/planners/monroe-wealth-management-llc-300513/"},{"crd":169857,"name":"Monson Wealth Management, Inc.","city":"Kennewick","state":"WA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"For those that maintain less than $500,000 under management, we offer financial planning services at the rate of services at the rate of $500 per hour The specific services to be performed are described in the written agreement with us that also includes the hourly or flat fee rate, an estimate of the time to…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038901","page":"https://plannerfees.com/planners/monson-wealth-management-inc-169857/"},{"crd":134333,"name":"Monsour Advisory Services, Inc.","city":"Roanoke","state":"VA","fees":{"hourly":[250,250],"flat":[30000,30000]},"sourceSentences":{"flat":"All coordinated financial planning services are offered on a fixed fee basis and will not exceed $30,000.00 for the initial engagement.","hourly":"Targeted If you desire only targeted financial planning – review, analysis and evaluation of a core area of financial need – the fee will be billed at a rate not to exceed $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=747497","page":"https://plannerfees.com/planners/monsour-advisory-services-inc-134333/"},{"crd":308954,"name":"Montage Financial Advisors","city":"Lehi","state":"UT","fees":{"hourly":[350,350],"flat":[4000,6000]},"sourceSentences":{"flat":"The fixed fee can range between $4,000.00 and $6,000.00.","hourly":"Financial Planning engagements are offered at an hourly rate of $350."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002683","page":"https://plannerfees.com/planners/montage-financial-advisors-308954/"},{"crd":133075,"name":"Montanari Financial Advisors Inc.","city":"Norwell","state":"MA","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"flat":"Comprehensive financial plans are billed as a flat fee of $2,500.","hourly":"Hourly consulting beyond a comprehensive financial plan is billed at $200 per hour for non-managed clients."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014037","page":"https://plannerfees.com/planners/montanari-financial-advisors-inc-133075/"},{"crd":150119,"name":"Monte Financial Group, LLC","city":"Guilford","state":"CT","fees":{"hourly":[150,350]},"sourceSentences":{"hourly":"Hourly fees are at the rate of $150 to $350 per hour (within a minimum charge of 10 minutes and increments of 10 minutes)."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014080","page":"https://plannerfees.com/planners/monte-financial-group-llc-150119/"},{"crd":287726,"name":"Montebello Avenue","city":"Phoenix","state":"AZ","fees":{"hourly":[400,400],"monthly":[200,1000],"quarterly":[600,3000],"annual":[2000,20000]},"sourceSentences":{"monthly":"Monthly fees will be billed at a rate of $200-$1000 per month.","quarterly":"Quarterly fees will be billed at a rate of $600-$3000 per quarter.","hourly":"Financial Planning is offered at an hourly rate at $400 per hour and may be negotiable.","annual":"Fees range from $2,000 - $20,000 per year depending upon the 8 program selected, investment strategies involved, portfolio holdings, asset size of the account, and the services provided to account holders."},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048321","page":"https://plannerfees.com/planners/montebello-avenue-287726/"},{"crd":151058,"name":"Montello Wealth Management, Inc.","city":"Palm Beach Gardens","state":"FL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Refunds are not applicable since fees are payable in arrears. 6 Financial Planning Fees Montello Wealth charges an hourly fee of $150 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045850","page":"https://plannerfees.com/planners/montello-wealth-management-inc-151058/"},{"crd":289727,"name":"Monterey Associates Financial Planning & Education","city":"Pelham","state":"NY","fees":{"hourly":[200,200],"flat":[1200,3500]},"sourceSentences":{"flat":"P age |7 The fee for a Comprehensive Financial Plan ranges between $1,200 to $3,500 depending upon the complexity of the client’s situation and financial goals to be planned for.","hourly":"The fee for Hourly Financial Planning is $200 per hour with a 1 hour minimum."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034922","page":"https://plannerfees.com/planners/monterey-associates-financial-planning-education-289727/"},{"crd":340835,"name":"Montgomery Financial Planning 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nature and complexity of the client’s circumstances and the level and scope of the services requested."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037121","page":"https://plannerfees.com/planners/montgomery-wealth-advisors-269932/"},{"crd":321076,"name":"Monthie Wealth Advisors","city":"Latham","state":"NY","fees":{"hourly":[150,375],"flat":[350,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $350 and $10,000. 4 Hourly Fees The negotiated hourly fee for these services is between $150 and $375.","hourly":"The negotiated fixed rate for creating client financial plans is between $350 and $10,000. 4 Hourly Fees The negotiated hourly fee for these services is between $150 and $375."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018235","page":"https://plannerfees.com/planners/monthie-wealth-advisors-321076/"},{"crd":285039,"name":"Montoya Wealth Management","city":"Prescott","state":"AZ","fees":{"hourly":[300,300],"flat":[3000,6000],"monthly":[300,450]},"sourceSentences":{"flat":"A standard financial plan is priced at a fixed fee of $3,000 to $6,000 for approximately 10-20 hours of work.","monthly":"The fee structure is between $300/month and $450/month depending on complexity with no long-term commitment.","hourly":"The advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009531","page":"https://plannerfees.com/planners/montoya-wealth-management-285039/"},{"crd":135311,"name":"Monument Retirement & Wealth Advisory, LLC","city":"Allen","state":"TX","fees":{"flat":[100,2500]},"sourceSentences":{"flat":"The planning fees can range between $100 $2,500 and depending on the degree of planning desired as agreed upon in advance, in writing, depending upon the complexity of the financial situation and the estimate of hours for service."},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019090","page":"https://plannerfees.com/planners/monument-retirement-wealth-advisory-llc-135311/"},{"crd":159882,"name":"Monument Wealth Management","city":"Alexandria","state":"VA","fees":{"flat":[2500,25000]},"sourceSentences":{"flat":"Fixed fees generally range from $2,500 to $25,000 and are negotiable based on the actual services provided, the representative providing the services, the complexity of your situation, other advisory services provided and your history and relationship with us."},"brochureDate":"8/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054543","page":"https://plannerfees.com/planners/monument-wealth-management-159882/"},{"crd":329605,"name":"Moonbridge Financial Design, LLC","city":"Rhinebeck","state":"NY","fees":{"flat":[2400,12000],"annual":[6000,6000]},"sourceSentences":{"annual":"Ongoing Financial Planning Ongoing Financial Planning carries an annual flat fee starting at $6,000 for individuals and $7,500 for couples.","flat":"Fixed fees range from $2,400 to $12,000."},"brochureDate":"2/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007284","page":"https://plannerfees.com/planners/moonbridge-financial-design-llc-329605/"},{"crd":166171,"name":"Moondance Investment Advisors, LLC","city":"New Hope","state":"PA","fees":{"hourly":[125,350],"flat":[1500,12000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $12,000 on a fixed fee basis, or from $125 to $350 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the services.","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $12,000 on a fixed fee basis, or from $125 to $350 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the services."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021127","page":"https://plannerfees.com/planners/moondance-investment-advisors-llc-166171/"},{"crd":329154,"name":"Moonshot Planning LLC","city":"Montclair","state":"CA","fees":{"flat":[1500,18000]},"sourceSentences":{"flat":"The Horizon Plan The Orbit Plan Annual Ongoing Financial Planning Fee Structure $1,500 - $6,000 $6,001 - $9,000 $9,001 - $18,000 MSP includes investment management as part of this on-going financial planning fee."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039198","page":"https://plannerfees.com/planners/moonshot-planning-llc-329154/"},{"crd":130421,"name":"Moore Financial Advisors, LTD.","city":"Belmont","state":"MA","fees":{"hourly":[350,350],"flat":[3500,6000]},"sourceSentences":{"hourly":"Hourly services are charged at $350 per hour.","flat":"Fixed engagement fees typically range from $3,500 - $6,000."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054951","page":"https://plannerfees.com/planners/moore-financial-advisors-ltd-130421/"},{"crd":289983,"name":"Moore Financial Management, Inc.","city":"Bradenton","state":"FL","fees":{"flat":[2500,7000]},"sourceSentences":{"flat":"The fixed fee can range between $2,500.00 and $7,000.00, depending on complexity and the needs of the client and the scope of the contract."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014312","page":"https://plannerfees.com/planners/moore-financial-management-inc-289983/"},{"crd":146581,"name":"Moore Financial Planning Advisors, 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complexity.","annual":"The subscription service fee of $500 per year gives the client the ability to ask quick questions that may arise through the year in between more formal periodic reviews."},"brochureDate":"5/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043819","page":"https://plannerfees.com/planners/moore-money-solutions-335507/"},{"crd":323374,"name":"Moore Wealth","city":"Frederick","state":"MD","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The Commonwealth Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050913","page":"https://plannerfees.com/planners/moore-wealth-323374/"},{"crd":328027,"name":"Moore Wealth Partners, 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$500."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053379","page":"https://plannerfees.com/planners/mor-wealth-management-llc-333022/"},{"crd":319208,"name":"Moran Wealth Management, LLC","city":"Naples","state":"FL","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"These fees are negotiable, but are generally $100 per hour."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043217","page":"https://plannerfees.com/planners/moran-wealth-management-llc-319208/"},{"crd":289058,"name":"More Than Your Money, Inc.","city":"Colorado Springs","state":"CO","fees":{"hourly":[500,500],"annual":[6500,6500]},"sourceSentences":{"annual":"Standard Integrated Engagement Standard Engagements begin at $6,500 per year but vary based upon the complexity of the client’s situation, the composition of the client’s account, and the needs of the client with MTYM.","hourly":"Hourly Fee MTYM’s hourly rate is $500/hour."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004198","page":"https://plannerfees.com/planners/more-than-your-money-inc-289058/"},{"crd":332358,"name":"Moreno Capital","city":"West Palm Beach","state":"FL","fees":{"flat":[25000,25000]},"sourceSentences":{"flat":"Services are offered based on a fixed fee to never exceed $25,000 depending on the complexity of the engagement."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050786","page":"https://plannerfees.com/planners/moreno-capital-332358/"},{"crd":332074,"name":"Morey & Quinn Wealth Partners","city":"Omaha","state":"NE","fees":{"hourly":[250,500],"flat":[1000,5000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $1,000 to $5,000 depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $250 to $500 per hour.","hourly":"As a fixed fee, typically ranging from $1,000 to $5,000 depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $250 to $500 per hour."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058231","page":"https://plannerfees.com/planners/morey-quinn-wealth-partners-332074/"},{"crd":114862,"name":"Morris Financial Concepts, Inc.","city":"Mount Pleasant","state":"SC","fees":{"hourly":[100,400],"flat":[8500,8500],"annual":[8500,8500]},"sourceSentences":{"flat":"The minimum fee under MFC’s one-year financial planning services agreement is $8,500.","annual":"Accounts managed under this agreement are subject to a minimum annual fee of $8,500.","hourly":"MFC typically charges a rate $100 – $400 per hour depending on the experience level of the professional doing the work and the extent of services involved such as financial planning, investment analysis, and administrative work."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014811","page":"https://plannerfees.com/planners/morris-financial-concepts-inc-114862/"},{"crd":127562,"name":"Morrison Fiduciary Advisors, Inc.","city":"Pittsburgh","state":"PA","fees":{"hourly":[250,250],"annual":[5000,40000]},"sourceSentences":{"hourly":"Hourly rate $250/hour Flat Fee","annual":"$5,000 to $40,000 annually For some clients, MFA negotiates a flat fee which is dependent upon the value of the client’s assets under advisement, the portfolio’s complexity, number of investment managers and asset classes, number of meetings, travel time, and other pertinent factors."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004265","page":"https://plannerfees.com/planners/morrison-fiduciary-advisors-inc-127562/"},{"crd":310689,"name":"Morse Group Investment Advisors","city":"Sherman Oaks","state":"CA","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"hourly":"Fees for financial planning and consulting through Morse Group are negotiable but generally based on a $250 hourly rate or between $1,000 and $10,000 on a fixed-fee or project basis, depending on the scope and complexity of the services required.","flat":"Fees for financial planning and consulting through Morse Group are negotiable but generally based on a $250 hourly rate or between $1,000 and $10,000 on a fixed-fee or project basis, depending on the scope and complexity of the services required."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004635","page":"https://plannerfees.com/planners/morse-group-investment-advisors-310689/"},{"crd":164618,"name":"Mort Kelly Financial Services, LLC","city":"New Orleans","state":"LA","fees":{"hourly":[55,55],"annual":[500,500]},"sourceSentences":{"hourly":"Verbal research reports for client inquiries regarding a particular type of security are $55.00/hr., with a mandatory 1/2 hour of $27.50 billed to the client.","annual":"For clients wishing multiple advisory services annually, the fee begins at $500.00 annually."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000408","page":"https://plannerfees.com/planners/mort-kelly-financial-services-llc-164618/"},{"crd":293530,"name":"Morton Financial Advice LLC","city":"Harvard","state":"MA","fees":{"hourly":[360,600],"flat":[2400,7500],"annual":[8400,8400]},"sourceSentences":{"flat":"Financial Planning fees are charged either as a fixed-fee quote, generally between $2,400 $7,500 or at an Hourly Services rate between $360 - $600 per hour.","hourly":"Financial Planning fees are charged either as a fixed-fee quote, generally between $2,400 $7,500 or at an Hourly Services rate between $360 - $600 per hour.","annual":"​Has a starting base of $8,400 that covers a NWmpr from $0 - $1,000,000 (i.e. if a client has a $500,000 of NWmpr, her annual fee is $8,400)"},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056284","page":"https://plannerfees.com/planners/morton-financial-advice-llc-293530/"},{"crd":141250,"name":"Morton Wealth","city":"Calabasas","state":"CA","fees":{"hourly":[350,350],"flat":[6000,6000],"annual":[6000,15000]},"sourceSentences":{"annual":"Modearn clients generally pay a fixed fee ranging from $6,000 to $15,000 per annum.","flat":"In these scenarios, clients will generally be charged a fixed fee of $6,000 for a twelve-month financial planning engagement.","hourly":"Standard fees are generally charged on a fixed fee basis ranging between $6,000 and $15,000 or by the hour at $350/hour depending on the breadth of services provided and the complexity of the client’s situation."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026559","page":"https://plannerfees.com/planners/morton-wealth-141250/"},{"crd":169670,"name":"Mosaic Fi LLC","city":"Lincolnshire","state":"IL","fees":{"hourly":[400,400],"flat":[4200,4200],"quarterly":[50,125]},"sourceSentences":{"quarterly":"Thereafter, clients may terminate the Investment Advisory Contract with one day’s written notice. 9 Pension Consulting Services Fees For SIMPLE IRA plans, Mosaicfi charges a minimum of $50 per quarter per participant fee, and a maximum $125 per quarter per participant fee.","flat":"Fees to develop a comprehensive financial plan start at $4,200.","hourly":"The current hourly rate for financial planning services is $400 per hour and the specific rate charged will be disclosed in the financial planning agreement in advance of providing any services."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058810","page":"https://plannerfees.com/planners/mosaic-fi-llc-169670/"},{"crd":323422,"name":"Mosaic Wealth Consultants, Inc.","city":"Millington","state":"TN","fees":{"flat":[4000,4000]},"sourceSentences":{"flat":"Services are offered based on a flat fee of $4,000."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006023","page":"https://plannerfees.com/planners/mosaic-wealth-consultants-inc-323422/"},{"crd":291088,"name":"Mosher Financial Advisors LLC","city":"Lafayette","state":"CA","fees":{"hourly":[60,350]},"sourceSentences":{"hourly":"The hourly rate that is charged generally ranges from $60/hour to $350/ hour depending upon which employee of MFA is doing the work."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034224","page":"https://plannerfees.com/planners/mosher-financial-advisors-llc-291088/"},{"crd":152841,"name":"Moss, Luse & Womble, LLC","city":"Plano","state":"TX","fees":{"hourly":[260,260],"monthly":[100,100]},"sourceSentences":{"monthly":"A fee ranging up to $855 per month for business owners of one business, plus an additional $100 per month for each additional business owned, for a minimum of five months, will be charged in advance on an ongoing basis until the Agreement is terminated.","hourly":"In order to dedicate additional resources in these circumstances, Advisor may need to bill excess hours at $260.00 per hour."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059273","page":"https://plannerfees.com/planners/moss-luse-womble-llc-152841/"},{"crd":327428,"name":"Motif Planning","city":"Dallas","state":"TX","fees":{"hourly":[500,500],"flat":[3000,10000],"monthly":[417,4170],"quarterly":[1251,12510]},"sourceSentences":{"monthly":"Fees are paid either monthly or quarterly in advance, ranging from $417 - $4,170 per month or $1,251 - $12,510 per quarter.","quarterly":"Fees are paid either monthly or quarterly in advance, ranging from $417 - $4,170 per month or $1,251 - $12,510 per quarter.","flat":"Fixed fee rates range between $3,000 to $10,000.","hourly":"Our hourly rate is $500. 8 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056535","page":"https://plannerfees.com/planners/motif-planning-327428/"},{"crd":285560,"name":"Motiv8 Investments LLC","city":"Port St Lucie","state":"FL","fees":{"hourly":[300,300],"flat":[1000,10000]},"sourceSentences":{"flat":"Motiv8 will charge a fixed fee that ranges from $1,000 to $10,000, for broad based planning services.","hourly":"Motiv8 charges an hourly fee of $300 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018839","page":"https://plannerfees.com/planners/motiv8-investments-llc-285560/"},{"crd":116044,"name":"Mottet Wealth","city":"Parkville","state":"MO","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The fee is negotiable, but in no event will exceed $150 per hour, contingent upon how many times Adviser and Client meet per year and complexity of the service needed."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026917","page":"https://plannerfees.com/planners/mottet-wealth-116044/"},{"crd":317889,"name":"Motus Wealth","city":"Atlanta","state":"GA","fees":{"flat":[3500,3500],"monthly":[250,250]},"sourceSentences":{"monthly":"Clients who have investment portfolio values of less than $1,000,000 will also be charged a supplemental fee of $250/month, billed quarterly, until their portfolio exceeds $1,000,000.","flat":"Motus Wealth provides a financial plan ranging from $3,500 and up based on the level of complexity of each client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035482","page":"https://plannerfees.com/planners/motus-wealth-317889/"},{"crd":331136,"name":"Mount Ararat Financial Services LLC","city":"Washington","state":"DC","fees":{"hourly":[295,295],"flat":[1795,2995],"quarterly":[1795,2995]},"sourceSentences":{"hourly":"The fee for this service is $295 per hour.","flat":"The fee for the Comprehensive Financial Plan Development Service is between $1,795 and $2,995.","quarterly":"The fee for a quarterly subscription is between $1,795 per quarter and $2,995 per quarter."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057309","page":"https://plannerfees.com/planners/mount-ararat-financial-services-llc-331136/"},{"crd":340783,"name":"Mount Vernon Financial","city":"Mount Vernon","state":"OH","fees":{"flat":[500,8000]},"sourceSentences":{"flat":"We charge a fixed fee of $500 - $8,000 for financial planning services."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043894","page":"https://plannerfees.com/planners/mount-vernon-financial-340783/"},{"crd":326852,"name":"Mountain Avenue Capital LLC","city":"New Providence","state":"NJ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $300 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018669","page":"https://plannerfees.com/planners/mountain-avenue-capital-llc-326852/"},{"crd":332464,"name":"Mountain Goat Wealth Management LLC","city":"Murray","state":"UT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044287","page":"https://plannerfees.com/planners/mountain-goat-wealth-management-llc-332464/"},{"crd":283389,"name":"Mountain Pass Planning","city":"Hopewell Junction","state":"NY","fees":{"hourly":[300,300],"monthly":[425,425],"annual":[5100,5100]},"sourceSentences":{"monthly":"We offer this combined service for a minimum upfront fee of $2,000, which is negotiable, and a flat fee of $425.00 per month, which is not negotiable, payable in advance, or $5,100 per year.","annual":"We offer this combined service for a minimum upfront fee of $2,000, which is negotiable, and a flat fee of $425.00 per month, which is not negotiable, payable in advance, or $5,100 per year.","hourly":"Projects will be billed on an hourly rate basis at a rate of $300.00 an hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013835","page":"https://plannerfees.com/planners/mountain-pass-planning-283389/"},{"crd":342446,"name":"Mountain Sky Investment Advisors","city":"Santa Fe","state":"NM","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fees are $300 per hour."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045068","page":"https://plannerfees.com/planners/mountain-sky-investment-advisors-342446/"},{"crd":297765,"name":"Mountain View Financial Advisors","city":"Las Vegas","state":"NV","fees":{"hourly":[150,350],"annual":[500,5000]},"sourceSentences":{"annual":"In addition to management fees, Non-Pooled Defined Contribution Plans pay annual fixed fees ranging from $500 to $5,000.","hourly":"Financial planning clients pay an hourly rate ranging from $150 per hour to $350 per hour based on the client’s assets and the scope and complexity of the project."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034512","page":"https://plannerfees.com/planners/mountain-view-financial-advisors-297765/"},{"crd":290456,"name":"Mountain Vista Wealth Management","city":"Santa Barbara","state":"CA","fees":{"hourly":[250,500],"monthly":[150,500],"quarterly":[375,375]},"sourceSentences":{"monthly":"The ongoing monthly fee will range from between $150 - $500 (which fee may be negotiable or waived at Mountain Vista’s sole discretion.) Fees for this service may be paid by either electronic funds transfer or check; the firm does not accept cash.","hourly":"Service – Consulting Hourly Model The Financial Planning fee is an hourly rate of $250 - $500 based on complexity and scope of the engagement.","quarterly":"The minimum fee is $375 quarterly, billed in arrears."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008024","page":"https://plannerfees.com/planners/mountain-vista-wealth-management-290456/"},{"crd":309244,"name":"Mountain Wealth Management, LLC","city":"Bozeman","state":"MT","fees":{"hourly":[250,350]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $250 and $350."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002357","page":"https://plannerfees.com/planners/mountain-wealth-management-llc-309244/"},{"crd":304419,"name":"Mountainaire Financial Strategies","city":"Denver","state":"CO","fees":{"hourly":[150,250],"flat":[500,500],"quarterly":[550,3500]},"sourceSentences":{"quarterly":"Advisory fees range from $550 to $3500 per quarter, depending on complexity and needs.","hourly":"Accounts initiated or terminated in the middle of a billing period will be invoiced for a pro-rated fee based on the amount of time remaining in the billing period. 2) Project-Based Financial Planning Fees are invoiced at an hourly rate of between $150 and $250 per hour, depending on complexity.","flat":"Flat fees range from $350 $2500 per quarter, based on the amount invested. 4 With all compensation options above, a deposit is requested before Financial Planning services are provided of no greater than $500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039375","page":"https://plannerfees.com/planners/mountainaire-financial-strategies-304419/"},{"crd":318153,"name":"Mountaintop Wealth","city":"Chattanooga","state":"TN","fees":{"hourly":[250,300],"flat":[125,500],"monthly":[125,2000],"annual":[3600,36000]},"sourceSentences":{"flat":"Ongoing Financial Planning consists of an upfront charge of $125 to $500, depending on the client's complexity and needs, and an ongoing fee paid monthly, in arrears, at a rate of $125 to $2,000 per month.","monthly":"Ongoing Financial Planning consists of an upfront charge of $125 to $500, depending on the client's complexity and needs, and an ongoing fee paid monthly, in arrears, at a rate of $125 to $2,000 per month.","hourly":"Hourly financial planning engagements are offered at $250-$300 per hour.","annual":"The fee range is flat, ranging from $3,600 to $36,000 annually, billed in arrears on a monthly, quarterly, semi-annual, or annual basis."},"brochureDate":"7/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051451","page":"https://plannerfees.com/planners/mountaintop-wealth-318153/"},{"crd":150924,"name":"Moy Investment Management, LLC","city":"Cincinnati","state":"OH","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee ranging between $100 to $300 per hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006207","page":"https://plannerfees.com/planners/moy-investment-management-llc-150924/"},{"crd":145777,"name":"Mozaic, LLC","city":"Beverly Hills","state":"CA","fees":{"hourly":[750,750]},"sourceSentences":{"hourly":"Mozaic's basic fee for corporate finance advisory services is $750 per hour plus reimbursement for travel and incidental expenses."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025220","page":"https://plannerfees.com/planners/mozaic-llc-145777/"},{"crd":149926,"name":"MP Financial Services, LLC","city":"Springfield","state":"MA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The Registrant’s financial planning and consulting fees are negotiable, but generally up to $50,000.00 on a fixed fee basis and/or from $90. to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/30/2016","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=56053","page":"https://plannerfees.com/planners/mp-financial-services-llc-149926/"},{"crd":165292,"name":"MP Townsend Financial","city":"Portland","state":"OR","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"MP Townsend Inc. 2 FIXED FEES Financial Planning Services are offered based on a negotiable fixed fee with a maximum fee of $5,000 based on complexity and unique client needs."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009191","page":"https://plannerfees.com/planners/mp-townsend-financial-165292/"},{"crd":331694,"name":"MP3 Finance LLC","city":"Cameron Park","state":"CA","fees":{"hourly":[100,100],"flat":[500,500],"monthly":[200,200],"annual":[500,500]},"sourceSentences":{"annual":"Foundation Plan: $500 annually    For young investors under 30 or students beginning their financial journey.","flat":"Comprehensive Financial Plan: $500 A personalized roadmap covering budgeting, savings, investments, debt management, and more.","hourly":"$100/hour Flexible, pay-as-you-go financial planning delivered via Zoom and supported by eMoney software visualizations.","monthly":"Ongoing Financial Planning Support: $200/month  Comprehensive financial planning, periodic reviews, and full access to eMoney financial planning software."},"brochureDate":"7/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052471","page":"https://plannerfees.com/planners/mp3-finance-llc-331694/"},{"crd":104926,"name":"MPM Wealth Advisors","city":"Holland","state":"OH","fees":{"hourly":[100,400]},"sourceSentences":{"hourly":"Services, Extended Financial Planning Services & Consulting Services Fees Financial Planning and Consulting Services’ fees typically range from $100 to $400 per hour to $15,000 (or more) on a fixedfee basis, depending on the scope and complexity of the engagement and the professional providing the underlying services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035428","page":"https://plannerfees.com/planners/mpm-wealth-advisors-104926/"},{"crd":314968,"name":"Mpower Wealth Management, LLC","city":"Drexel Hill","state":"PA","fees":{"hourly":[100,250],"flat":[3000,3000]},"sourceSentences":{"flat":"The minimum fee for Comprehensive Financial Planning is $3,000 per engagement.","hourly":"Financial Planning fee will be billed at a rate between $100 to $250 per hour, depending on the complexity and scope of the engagement."},"brochureDate":"3/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019005","page":"https://plannerfees.com/planners/mpower-wealth-management-llc-314968/"},{"crd":122866,"name":"Mps-Loria Financial Planners,llc","city":"Burr Ridge","state":"IL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"(A) Fee Schedule Financial planning is billed at a rate of $200 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011526","page":"https://plannerfees.com/planners/mps-loria-financial-planners-llc-122866/"},{"crd":158338,"name":"Mraz and Associates","city":"Modesto","state":"CA","fees":{"hourly":[250,250],"flat":[1000,5000]},"sourceSentences":{"hourly":"For non-investment advisory clients, the firm charges $250 per hour for financial planning services.","flat":"These fees are negotiable, but financial plans generally range from $1,000 to $5,000 in fees, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050477","page":"https://plannerfees.com/planners/mraz-and-associates-158338/"},{"crd":340364,"name":"MRP Advisors, LLC","city":"Milton","state":"GA","fees":{"hourly":[550,550],"annual":[15000,15000]},"sourceSentences":{"annual":"Where the fee is a flat annual dollar amount, the maximum annual fee is $15,000 based on the scope and complexity of the individual circumstances of the client.","hourly":"In those cases, financial planning services are provided on an hourly basis at a rate not to exceed $550 per hour."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054912","page":"https://plannerfees.com/planners/mrp-advisors-llc-340364/"},{"crd":107768,"name":"Msa 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client."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043656","page":"https://plannerfees.com/planners/mt-financial-planning-307686/"},{"crd":168392,"name":"MT Ryan, Inc.","city":"San Clemente","state":"CA","fees":{"hourly":[85,85],"flat":[750,5000]},"sourceSentences":{"flat":"FINANCIAL PLANNING and CONSULTING MTR charges either a negotiable fixed fee ranging between $750 and $5,000 or an hourly fee of $85 for financial planning.","hourly":"FINANCIAL PLANNING and CONSULTING MTR charges either a negotiable fixed fee ranging between $750 and $5,000 or an hourly fee of $85 for financial planning."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=974832","page":"https://plannerfees.com/planners/mt-ryan-inc-168392/"},{"crd":324028,"name":"MT. Timp Capital","city":"Winnetka","state":"CA","fees":{"hourly":[100,400]},"sourceSentences":{"hourly":"Timp Capital by check or by Zelle. 8 Compensation – Financial Planning and Consulting Services Financial Planning and Consulting fees will be charged as a fixed fee, typically ranging from $100 per hour (minimum hourly fee) to $400 per hour (maximum hourly fee), depending on the nature and complexity of each…"},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010646","page":"https://plannerfees.com/planners/mt-timp-capital-324028/"},{"crd":149078,"name":"MTR Financial Services, LLC","city":"Kingwood","state":"TX","fees":{"hourly":[85,150]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $85 - $150."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043943","page":"https://plannerfees.com/planners/mtr-financial-services-llc-149078/"},{"crd":150356,"name":"Much Wealth Management, Inc.","city":"Southlake","state":"TX","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Clients who engage the Advisor for financial consulting services, excluding ongoing investment supervision, will be charged a fixed fee for these services of that range from $1,000 to $10,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030832","page":"https://plannerfees.com/planners/much-wealth-management-inc-150356/"},{"crd":306943,"name":"Mueller Wealth","city":"Mishicot","state":"WI","fees":{"hourly":[500,500],"flat":[1500,25000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees range from $1,500 to $25,000."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056336","page":"https://plannerfees.com/planners/mueller-wealth-306943/"},{"crd":319629,"name":"Mueller Wealth Advisors","city":"Austin","state":"TX","fees":{"hourly":[500,500],"flat":[5000,5000]},"sourceSentences":{"flat":"Financial Planning fees are fixed fees and will not exceed $5,000.","hourly":"Fees can be based on an hourly fee of $500/hour."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041758","page":"https://plannerfees.com/planners/mueller-wealth-advisors-319629/"},{"crd":110787,"name":"Muhlenkamp & Co Inc","city":"Wexford","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our hourly charge begins at $250 per hour, with a minimum $1,500 fee per engagement."},"brochureDate":"12/19/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999044","page":"https://plannerfees.com/planners/muhlenkamp-co-inc-110787/"},{"crd":299906,"name":"Mullaney Financial & Tax, Inc.","city":"Woodland Hills","state":"CA","fees":{"flat":[7800,7800]},"sourceSentences":{"flat":"The fee for Detailed Financial Plan and Recommendations is $7,800 (for financial planning agreements issued by MFT on or after September 9, 2026)."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057384","page":"https://plannerfees.com/planners/mullaney-financial-tax-inc-299906/"},{"crd":110743,"name":"Mullaney Keating & Wright Inc","city":"Middletown","state":"CT","fees":{"flat":[1500,3500]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1,500 to $3,500, depending on the specific arrangement reached with the client."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058924","page":"https://plannerfees.com/planners/mullaney-keating-wright-inc-110743/"},{"crd":143406,"name":"Mulligan Capital, Inc","city":"Tigard","state":"OR","fees":{"hourly":[249,249]},"sourceSentences":{"hourly":"Our Hourly rate is $249.00."},"brochureDate":"11/17/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996468","page":"https://plannerfees.com/planners/mulligan-capital-inc-143406/"},{"crd":324792,"name":"Mullooly Wealth Planning LLC","city":"Clover","state":"SC","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"For services under the Core Financial Plan, the Adviser would charge the client between $2,500 - $10,000 depending on the complexity of the client’s financial situation. 3.​ Financial Planning and Investment Advisory (“FPIA”) Financial Planning services are available to any client who has engaged the Adviser for…"},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004337","page":"https://plannerfees.com/planners/mullooly-wealth-planning-llc-324792/"},{"crd":322228,"name":"Multigenerational.black Inc.","city":"New York","state":"NY","fees":{"hourly":[830,830],"flat":[1995,1995]},"sourceSentences":{"hourly":"The hourly fee for these services is $830.50.","flat":"The MGB Investing Starter Kit Workshop 6 The MGB Investing Starter Kit Workshop services are provided for a fixed fee of $1995 billed annually."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031193","page":"https://plannerfees.com/planners/multigenerational-black-inc-322228/"},{"crd":306130,"name":"Multipath Wealth Management","city":"Columbia","state":"SC","fees":{"hourly":[200,200],"flat":[1250,2500],"monthly":[100,625],"quarterly":[300,1875]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Ongoing Financial Planning consists of an upfront charge of $1,250 - $2,500 and an ongoing fee that is paid in arrears, either monthly or quarterly.","monthly":"For clients paying monthly, the fee is $100 - $625 per month.","quarterly":"For clients paying quarterly, the fee is $300 - $1,875 per quarter.","hourly":"Two-Hour Consultation Office consultations are provided at an hourly rate of $200."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058623","page":"https://plannerfees.com/planners/multipath-wealth-management-306130/"},{"crd":151000,"name":"Mundell Asset Management LLC","city":"Canal 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basis."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022472","page":"https://plannerfees.com/planners/murphy-mullick-capital-management-corp-328629/"},{"crd":165130,"name":"Murphy & Sylvest","city":"Dallas","state":"TX","fees":{"flat":[500,24000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for financial planning is between $500 and $24,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026188","page":"https://plannerfees.com/planners/murphy-sylvest-165130/"},{"crd":277161,"name":"Murphy Wealth Management Group","city":"Fishkill","state":"NY","fees":{"flat":[1000,2000]},"sourceSentences":{"flat":"Fixed fees range from $1,000 to $2,000."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000370","page":"https://plannerfees.com/planners/murphy-wealth-management-group-277161/"},{"crd":146921,"name":"Murray Investment Management, LLC","city":"Houston","state":"TX","fees":{"hourly":[150,200]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $200."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014882","page":"https://plannerfees.com/planners/murray-investment-management-llc-146921/"},{"crd":324619,"name":"Murray Strategic Investment L.L.C.","city":"Detroit","state":"MI","fees":{"hourly":[150,150],"flat":[1000,3000]},"sourceSentences":{"flat":"The initial financial plan fee ranges from $1000 to $3,000, depending on the complexity of your financial situation.","hourly":"The hourly fee for consultations and custom projects is $150 per hour, not to exceed a pre-determined maximum fee."},"brochureDate":"2/14/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=943319","page":"https://plannerfees.com/planners/murray-strategic-investment-l-l-c-324619/"},{"crd":343287,"name":"Museum Park Capital","city":"Chicago","state":"IL","fees":{"annual":[2000,2000]},"sourceSentences":{"annual":"In addition to the asset-based Portfolio Management Fee, MPC charges an annual Investment Advisory Retainer of $2,000 per client relationship."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057211","page":"https://plannerfees.com/planners/museum-park-capital-343287/"},{"crd":288944,"name":"Music Row Wealth 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Management planning fees may be billed on a flat fee, not to exceed $6,000, or an hourly basis, ranging from $175-$225 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034586","page":"https://plannerfees.com/planners/mussett-wealth-management-llc-158463/"},{"crd":117737,"name":"Mustard Seed Wealth Management","city":"Magnolia","state":"AR","fees":{"hourly":[250,250],"flat":[499,499]},"sourceSentences":{"hourly":"We charge a percentage of assets under management, an hourly rate of $250 for consulting services unrelated to assets under management, or both for extensive consulting services in addition to asset management services.","flat":"For those on the Navigator Platform, the fixed fee is $499 for a one-year term on the 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month."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003130","page":"https://plannerfees.com/planners/my-holistic-financial-plan-329175/"},{"crd":299424,"name":"My Personal Cfo, LLC","city":"Vancouver","state":"WA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Hourly fees are $350 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018556","page":"https://plannerfees.com/planners/my-personal-cfo-llc-299424/"},{"crd":153188,"name":"My Portfolio Guide, LLC","city":"Seal Beach","state":"CA","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"In cases where MPG provides financial planning services or consulting to clients for a fee, the hourly rate will be $250 to $500 depending on the needs of the client and complexity of the situation."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008830","page":"https://plannerfees.com/planners/my-portfolio-guide-llc-153188/"},{"crd":311144,"name":"My Prosper Team","city":"Lehi","state":"UT","fees":{"hourly":[250,250],"flat":[1200,1200]},"sourceSentences":{"hourly":"$250 per hour; or When a client selects modular financial planning, MPT’s fee is $1200 per module.","flat":"$250 per hour; or When a client selects modular financial planning, MPT’s fee is $1200 per module."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=963705","page":"https://plannerfees.com/planners/my-prosper-team-311144/"},{"crd":168566,"name":"My Wealth Management, Inc","city":"Germantown","state":"MD","fees":{"hourly":[300,300],"flat":[750,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $300.","flat":"Our flat fees range from $750 to $10,000."},"brochureDate":"10/29/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=994745","page":"https://plannerfees.com/planners/my-wealth-management-inc-168566/"},{"crd":305664,"name":"My Wealth Planners","city":"Longmont","state":"CO","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"A client with $2,500,000 in non-managed assets and $500,000 in liabilities would have a provisional annual fee of $10,000 (($2,500,000-$500,000) * .005)."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002652","page":"https://plannerfees.com/planners/my-wealth-planners-305664/"},{"crd":117119,"name":"Myers Capital Management, Inc","city":"Abington","state":"PA","fees":{"hourly":[160,160],"flat":[2000,6000]},"sourceSentences":{"flat":"Plan fees range from $2,000 to $6,000, depending on the complexity of a client's financial situation.","hourly":"If a client cancels, any prepaid fees will be refunded on a pro-rata basis using a $160 hourly as the charge for work performed."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004943","page":"https://plannerfees.com/planners/myers-capital-management-inc-117119/"},{"crd":321836,"name":"Myfi Financial","city":"Pasadena","state":"CA","fees":{"hourly":[240,240]},"sourceSentences":{"hourly":"MF offers Financial Planning at an hourly rate of $240 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018741","page":"https://plannerfees.com/planners/myfi-financial-321836/"},{"crd":333546,"name":"Mygen Planning","city":"Chicago","state":"IL","fees":{"hourly":[250,250],"flat":[250,750],"monthly":[125,500],"annual":[1500,6000]},"sourceSentences":{"flat":"The fixed onboarding fee typically ranges from $250 to $750, based on the complexity of the client’s financial situation.","monthly":"Additionally, to cover the ongoing review and maintenance of client financial plan, we also charge an ongoing monthly subscription fee, typically ranging from $125 to $500 per month (equivalent to $1,500 to $6,000 annually).","annual":"Additionally, to cover the ongoing review and maintenance of client financial plan, we also charge an ongoing monthly subscription fee, typically ranging from $125 to $500 per month (equivalent to $1,500 to $6,000 annually).","hourly":"In the event the client decides to terminate the agreement early, the client will be responsible for payment of our services provided prior to termination, based on an hourly rate of $250 multiplied by the hours worked prior to termination."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006751","page":"https://plannerfees.com/planners/mygen-planning-333546/"},{"crd":337288,"name":"N Financial Plans","city":"Huntington","state":"NY","fees":{"hourly":[500,1000],"flat":[500,20000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $20,000.","hourly":"Our hourly rate ranges between $500 to $1,000."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002754","page":"https://plannerfees.com/planners/n-financial-plans-337288/"},{"crd":342013,"name":"N10° Wealth","city":"Greenwich","state":"CT","fees":{"hourly":[1500,1500],"flat":[10000,500000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $1,500 Flat fees range from $10,000 to $500,000.","flat":"The maximum hourly fee to be charged will not exceed $1,500 Flat fees range from $10,000 to $500,000."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054998","page":"https://plannerfees.com/planners/n10-wealth-342013/"},{"crd":330616,"name":"Nabata Investment Group, LLC","city":"Mountlake Terrace","state":"WA","fees":{"hourly":[150,350]},"sourceSentences":{"hourly":"Clients who engage us for stand-alone Financial Planning Services are charged an hourly fee that ranges between $150 to $350 based upon the complexity of the client’s financial situation and the specific needs of the client."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048594","page":"https://plannerfees.com/planners/nabata-investment-group-llc-330616/"},{"crd":341947,"name":"Nadel Private Wealth LLC","city":"San Jose","state":"CA","fees":{"hourly":[50,150],"flat":[500,2500]},"sourceSentences":{"flat":"The negotiated fixed fee for standalone, project-based financial planning services is between $500 and $2,500.","hourly":"The negotiated hourly fee for these services is between $50 and $150."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060176","page":"https://plannerfees.com/planners/nadel-private-wealth-llc-341947/"},{"crd":306339,"name":"Najarian Financial LLC","city":"Braintree","state":"MA","fees":{"hourly":[100,250],"flat":[500,2000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $2,000.","hourly":"The negotiated hourly fee for these services is between $100 and $250."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046227","page":"https://plannerfees.com/planners/najarian-financial-llc-306339/"},{"crd":135737,"name":"Nancy K Weeks Associates, LLC","city":"Redwood City","state":"CA","fees":{"hourly":[450,600],"flat":[10000,30000]},"sourceSentences":{"flat":"Our typical comprehensive plan ranges from $10,000 to $30,000.","hourly":"Our hourly rates range from $450 to $600 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021547","page":"https://plannerfees.com/planners/nancy-k-weeks-associates-llc-135737/"},{"crd":148528,"name":"Nardene Wealth Management Inc","city":"Brentwood","state":"CA","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Written financial plan fees range from $200 to $2,000, depending on the complexity of your financial situation."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026616","page":"https://plannerfees.com/planners/nardene-wealth-management-inc-148528/"},{"crd":333936,"name":"Narrative Financial Group","city":"Washougal","state":"WA","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"The Advisor will collect $450/hour for financial planning services as outlined in 4c above."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042925","page":"https://plannerfees.com/planners/narrative-financial-group-333936/"},{"crd":338470,"name":"Narrow Path Guidance, LLC","city":"East Hampton","state":"CT","fees":{"flat":[2500,7500]},"sourceSentences":{"flat":"Broad-Based Financial Planning Broad-based planning engagements are assessed a fixed (project-based) fee that ranges from $2,500 to $7,500."},"brochureDate":"12/3/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997613","page":"https://plannerfees.com/planners/narrow-path-guidance-llc-338470/"},{"crd":173534,"name":"Narus Financial Partners, LLC","city":"Salt Lake City","state":"UT","fees":{"hourly":[200,200],"flat":[1500,10000]},"sourceSentences":{"hourly":"An hourly fee of $200 per hour is charged by Narus Financial Partners for financial planning services under Narus Financial Partners, LLC Page 9 Form ADV Part 2A:","flat":"The minimum fixed fee is generally $1,500, and the maximum fixed fee is generally no more than $10,000."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016330","page":"https://plannerfees.com/planners/narus-financial-partners-llc-173534/"},{"crd":135958,"name":"Narwhal Capital Management","city":"Marietta","state":"GA","fees":{"hourly":[175,225]},"sourceSentences":{"hourly":"Individuals are typically charged $175 per hour for tax related services, while corporate clients are charged $225 per hour."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056542","page":"https://plannerfees.com/planners/narwhal-capital-management-135958/"},{"crd":342479,"name":"Nashoba Valley Wealth Management","city":"Stow","state":"MA","fees":{"hourly":[500,500],"flat":[2000,6000],"monthly":[100,250]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning NVWM collects an initial fee, ranging from $2,000 to $6,000.","monthly":"Fees are paid in arrears, ranging from $100 to $250 per month.","hourly":"Our hourly rate is $500."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052017","page":"https://plannerfees.com/planners/nashoba-valley-wealth-management-342479/"},{"crd":328315,"name":"Nashville Financial Planning","city":"Franklin","state":"TN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our hourly rate is $250."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008439","page":"https://plannerfees.com/planners/nashville-financial-planning-328315/"},{"crd":299293,"name":"Nasira Financial","city":"San Francisco","state":"CA","fees":{"hourly":[295,295],"annual":[2100,2100]},"sourceSentences":{"hourly":"Additional hourly fees, as needed beyond our 25 hours, will be billed at our hourly rate of $295.","annual":"Following the initial 12-month planning period, if the client chooses, we offer ongoing planning at the cost of $2100 per year."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021608","page":"https://plannerfees.com/planners/nasira-financial-299293/"},{"crd":158740,"name":"Natalie M. Kassenyeva","city":"Houston","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"If the project requires less than 20 hours of work then the client will be charged an hourly fee of $250."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034253","page":"https://plannerfees.com/planners/natalie-m-kassenyeva-158740/"},{"crd":158936,"name":"Nathan G. Hanna, LLC","city":"Palm Harbor","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly fee for these services is $250/hour."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007103","page":"https://plannerfees.com/planners/nathan-g-hanna-llc-158936/"},{"crd":148026,"name":"National Retirement Plan Services, Inc.","city":"Tampa","state":"FL","fees":{"hourly":[225,225],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.","hourly":"Services are offered based on an hourly fee of $225 per hour."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009662","page":"https://plannerfees.com/planners/national-retirement-plan-services-inc-148026/"},{"crd":174883,"name":"National Wealth Management Group, LLC","city":"Cincinnati","state":"OH","fees":{"annual":[2000,5000]},"sourceSentences":{"annual":"The minimum flat fee range is generally between $2,000 and $5,000 annually depending on the size, complexity and services offered."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057410","page":"https://plannerfees.com/planners/national-wealth-management-group-llc-174883/"},{"crd":108149,"name":"Native American Fund Advisors LLC","city":"Tulsa","state":"OK","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"NAFA provides consultation and employee education services for 401(k) plans and can provide asset allocation analysis, portfolio analysis, and security analysis services for an hourly rate of $250.00."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043406","page":"https://plannerfees.com/planners/native-american-fund-advisors-llc-108149/"},{"crd":148056,"name":"Natural Bridges Financial Advisors","city":"Santa Cruz","state":"CA","fees":{"annual":[12000,50000]},"sourceSentences":{"annual":"There are Legacy Clients of the Firm who receive different services under different fee structures that are no longer on offer by the firm. 6 Open Retainer Annual Fee: $12,000 - $50,000 The Annual Fee is payable quarterly, in advance, meaning that the firm invoices the client at the beginning of every three-month…"},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009001","page":"https://plannerfees.com/planners/natural-bridges-financial-advisors-148056/"},{"crd":297187,"name":"Nautical Financial Planning","city":"Gambrills","state":"MD","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Where engagements​ ​for services are limited, clients must understand that their overall financial and investment needs and objectives may​ ​not be considered as a result of time and/or service restraints placed on the Firm’s services.​ ​ he basic fee schedule is $250/hour billed in fifteen-minute increments, based…"},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002008","page":"https://plannerfees.com/planners/nautical-financial-planning-297187/"},{"crd":154169,"name":"Nautilus Advisors LLC","city":"La Jolla","state":"CA","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Flat fees generally range from $500 to $10,000."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011796","page":"https://plannerfees.com/planners/nautilus-advisors-llc-154169/"},{"crd":119919,"name":"Navalign, LLC","city":"Encino","state":"CA","fees":{"hourly":[400,400],"flat":[400,400],"annual":[4000,4000]},"sourceSentences":{"hourly":"Please note that we have raised our minimum hourly FPFC consulting fee to $400 per hour and hour max fee will be $600.","flat":"Our minimum hourly fee for personal financial planning services, consulting and analysis is $400 and maximum hourly fee is $600.","annual":"Our firm requires a minimum annual fee of $4,000 for our Pension Consulting service."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040118","page":"https://plannerfees.com/planners/navalign-llc-119919/"},{"crd":339108,"name":"Naviant Partners, LLC","city":"Fairhope","state":"AL","fees":{"hourly":[200,250]},"sourceSentences":{"hourly":"Hourly fees range from $200 to $250 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023384","page":"https://plannerfees.com/planners/naviant-partners-llc-339108/"},{"crd":150344,"name":"Navigar Advisors, Inc.","city":"Tampa","state":"FL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Advisory fees are withdrawn directly from the client’s accounts with client written authorization. 3 Financial Planning Fees Hourly Fees The hourly fee for these services is $150."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=188757","page":"https://plannerfees.com/planners/navigar-advisors-inc-150344/"},{"crd":325945,"name":"Navigate Financial LLC","city":"Salt Lake City","state":"UT","fees":{"hourly":[150,150],"monthly":[25,25]},"sourceSentences":{"monthly":"Our Advisory Services Navigate For our Navigate service, our firm charges a monthly recurring flat fee not to exceed $25 per month.","hourly":"We may also charge an hourly fee not to exceed $150 per hour."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005143","page":"https://plannerfees.com/planners/navigate-financial-llc-325945/"},{"crd":324548,"name":"Navigate Financial Planning LLC","city":"Cedar Falls","state":"IA","fees":{"hourly":[225,225],"flat":[3375,3375],"monthly":[195,195],"quarterly":[195,195]},"sourceSentences":{"flat":"We charge a standard fixed fee for a Comprehensive Financial Plan of $3,375.","hourly":"While our primary engagement models are project-based or ongoing, an hourly rate of $225 is available at the Advisor's discretion, typically reserved for existing legacy agreements.","monthly":"Ongoing Comprehensive Financial Planning 8 Ongoing planning services are offered at an annual rate of $2,340 (billed $195 monthly) or an annual rate of $780 (billed $195 quarterly).","quarterly":"Ongoing Comprehensive Financial Planning 8 Ongoing planning services are offered at an annual rate of $2,340 (billed $195 monthly) or an annual rate of $780 (billed $195 quarterly)."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008210","page":"https://plannerfees.com/planners/navigate-financial-planning-llc-324548/"},{"crd":170774,"name":"Navigate Private Wealth, LLC","city":"Draper","state":"UT","fees":{"hourly":[150,450],"flat":[400,20000]},"sourceSentences":{"flat":"Our flat fees generally range from $400 to $20,000.","hourly":"Our hourly fees range from $150 to $450 for junior and senior financial planners."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016623","page":"https://plannerfees.com/planners/navigate-private-wealth-llc-170774/"},{"crd":173770,"name":"Navigate Wealth Management, LLC","city":"Birmingham","state":"AL","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"Hourly rates range from $150 - $500."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040379","page":"https://plannerfees.com/planners/navigate-wealth-management-llc-173770/"},{"crd":130982,"name":"Navigation Group LLC","city":"Redwood Shores","state":"CA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Post-Mortem Services are billed at the rate of $150 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027670","page":"https://plannerfees.com/planners/navigation-group-llc-130982/"},{"crd":282640,"name":"Navigation Wealth Management","city":"Fort Collins","state":"CO","fees":{"hourly":[225,225],"flat":[2000,2000]},"sourceSentences":{"hourly":"Services are offered based on a negotiable hourly rate of $225 per hour.","flat":"Services are offered based on a negotiable flat fee of $2,000, based on the complexity of the plan and the client’s needs."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012224","page":"https://plannerfees.com/planners/navigation-wealth-management-282640/"},{"crd":168716,"name":"Navigoe, LLC","city":"Redondo Beach","state":"CA","fees":{"monthly":[2083,2083],"annual":[20000,20000]},"sourceSentences":{"annual":"The minimum annual fee is $20,000.","monthly":"This annual planning fee starts at a minimum of $25,000/$2,083.33 monthly."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043979","page":"https://plannerfees.com/planners/navigoe-llc-168716/"},{"crd":311171,"name":"Navis Wealth Advisors LLC","city":"Rye Brook","state":"NY","fees":{"hourly":[650,650]},"sourceSentences":{"hourly":"Navis Wealth Advisors offers its standalone financial planning services at rate of $650 per hour."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056724","page":"https://plannerfees.com/planners/navis-wealth-advisors-llc-311171/"},{"crd":332373,"name":"Navista Wealth Management, Inc.","city":"Minnetonka","state":"MN","fees":{"hourly":[75,350],"flat":[200,5000],"monthly":[500,500]},"sourceSentences":{"hourly":"Court Preparation Travel Time Attendance at Court 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subscription level.","annual":"D.​ The App is available by subscription, with pricing ranging from $5 to $50 per month or $50 to $500 annually, depending on the subscription level."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052831","page":"https://plannerfees.com/planners/nectarine-327155/"},{"crd":105378,"name":"Needham Advisory Corporation","city":"North Andover","state":"MA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Investment Consultation Investment consultation services are available at an hourly rate of $250.00."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053990","page":"https://plannerfees.com/planners/needham-advisory-corporation-105378/"},{"crd":322345,"name":"Neil Jesani Wealth Management","city":"Sunrise","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"8/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054601","page":"https://plannerfees.com/planners/neil-jesani-wealth-management-322345/"},{"crd":123641,"name":"Neiman & Associates Financial Services, LLC","city":"Arlington","state":"MA","fees":{"hourly":[375,375],"flat":[5000,50000]},"sourceSentences":{"hourly":"Holistic Comprehensive Financial Planning Planning fees are on an hourly basis at a rate of $375 per hour.","flat":"Clients Neiman charges annual retainer fees ranging from $5,000 to $50,000 for ongoing comprehensive financial planning/investment advisory 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advisory agreement.","annual":"Research & Analysis costs $1500 per year 2."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006227","page":"https://plannerfees.com/planners/nepsis-inc-141203/"},{"crd":329160,"name":"Neptune Wealth","city":"Pittsburgh","state":"PA","fees":{"hourly":[100,350],"flat":[300,3000],"monthly":[2500,25000]},"sourceSentences":{"flat":"Fixed fee rates vary from $300 to $3,000.","hourly":"Hourly rates range from $100 - $350 for all investment professionals at Neptune, and the fixed fees will typically range from $2,500 - $25,000 depending upon the complexity of the engagement.","monthly":"The fixed monthly fee will range from $2,500 to $25,000."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007965","page":"https://plannerfees.com/planners/neptune-wealth-329160/"},{"crd":151284,"name":"Nerad + 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hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010915","page":"https://plannerfees.com/planners/nergard-wealth-management-llc-335534/"},{"crd":291848,"name":"Neshaminy Creek Advisors","city":"Bensalem","state":"PA","fees":{"hourly":[300,300],"flat":[500,1000],"monthly":[50,300]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge ranging from $500 - $1000 and an ongoing fee that is paid monthly, in advance, at the rate of $50 - $300 per month.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge ranging from $500 - $1000 and an ongoing fee that is paid monthly, in advance, at the rate of $50 - $300 per month.","hourly":"Financial Planning fee is an hourly rate between $300.00 per hour, depending on 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charges a fee of $3,000 - $30,000 for creation of a comprehensive financial plan.","hourly":"Our hourly rate is $400."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004284","page":"https://plannerfees.com/planners/nested-financial-tax-planning-325083/"},{"crd":133507,"name":"Nesteggs, Inc.","city":"Jacksonville","state":"FL","fees":{"hourly":[90,225],"monthly":[5,750],"annual":[1800,1800]},"sourceSentences":{"monthly":"These fees are negotiable. ●​ Flat fixed fees range from $200 and $750 per month ●​ Per participant fees range from $5 to $9 per month ●​ Asset based fees are based upon the value of Plan assets as of the end of the applicable monthly period.","hourly":"These services are provided at a flat fee or per plan participant fee and are disclosed in the Service Agreement by Exhibit A and vary on a client-by-client basis depending on plan features, reporting requirements, and number of participants. 2) As an hourly fee, ranging between $90/hour and $225/hour, depending on…","annual":"There is a minimum annual fee requirement of $1,800 for this service, although under certain circumstances this may be negotiable."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050908","page":"https://plannerfees.com/planners/nesteggs-inc-133507/"},{"crd":282066,"name":"Net Income LLC","city":"Cheyenne","state":"WY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for Consulting Services - Net Income LLC provides Consulting Services under an hourly fee arrangement at an hourly rate of $250 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027081","page":"https://plannerfees.com/planners/net-income-llc-282066/"},{"crd":107596,"name":"Net Worth 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$250."},"brochureDate":"3/31/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=905834","page":"https://plannerfees.com/planners/network-investment-advisors-incorporated-290927/"},{"crd":126666,"name":"Networth Financial Services, LLC","city":"Johns Creek","state":"GA","fees":{"flat":[2500,15000]},"sourceSentences":{"flat":"Our fees for standalone financial planning and consulting services will be assessed at a fixed rate of between $2,500 and $15,000 depending on time and complexity Upon initial engagement, clients will be provided a fee invoice or in the case of a supplement to other services, advised of fees before additional…"},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016094","page":"https://plannerfees.com/planners/networth-financial-services-llc-126666/"},{"crd":337989,"name":"Nevada Retirement Planners, 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of an upfront charge of up to $2,500 depending on complexity, and an ongoing flat fee that is paid monthly, in arrears, at the rate of $100-$1,500 per month."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=888989","page":"https://plannerfees.com/planners/new-era-advisory-319711/"},{"crd":289146,"name":"New Generation Wealth Management, LLC","city":"Osseo","state":"MN","fees":{"hourly":[295,295]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $295 per hour."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058634","page":"https://plannerfees.com/planners/new-generation-wealth-management-llc-289146/"},{"crd":281784,"name":"New Green Capital, LLC","city":"Wallingford","state":"PA","fees":{"hourly":[120,120]},"sourceSentences":{"hourly":"It’s set at $120 an 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Planning, our firm charges a fixed rate of $500 per hour for this service."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027908","page":"https://plannerfees.com/planners/new-light-financial-325546/"},{"crd":299249,"name":"New Millennium Group","city":"Sandy","state":"UT","fees":{"hourly":[150,150],"flat":[1000,10000]},"sourceSentences":{"flat":"Financial Planning fees are fixed fees only and range from $1,000 to $10,000.","hourly":"The hourly rate used for this purpose is $150/hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012521","page":"https://plannerfees.com/planners/new-millennium-group-299249/"},{"crd":314562,"name":"New Perspective Wealth Management","city":"St. Petersburg","state":"FL","fees":{"hourly":[200,200],"flat":[1000,1000]},"sourceSentences":{"flat":"The Firm may provide a comprehensive financial plan for a fixed fee of $1,000-2,500, which are negotiable depending upon the nature and complexity of the client's circumstances.","hourly":"We may also charge a fee of $200.00 per hour that will be billed upon the completion of the plan."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004516","page":"https://plannerfees.com/planners/new-perspective-wealth-management-314562/"},{"crd":316248,"name":"New Phase Financial","city":"San Diego","state":"CA","fees":{"hourly":[240,240],"flat":[900,5900]},"sourceSentences":{"flat":"Our fixed fee can range between $900 - $5,900 and above depending on the complexity of the client’s needs and situation.","hourly":"After the 7 (seven) day period, if a client terminates, the client will be billed for the hours worked at a rate of $240.00 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027599","page":"https://plannerfees.com/planners/new-phase-financial-316248/"},{"crd":301148,"name":"New Shore Financial LLC","city":"Wrentham","state":"MA","fees":{"flat":[6000,10000]},"sourceSentences":{"flat":"Ongoing Services – New Shore offers ongoing financial planning services for a fixed fee engagement ranging from $6,000 to $10,000 per engagement."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012506","page":"https://plannerfees.com/planners/new-shore-financial-llc-301148/"},{"crd":299117,"name":"New View Financial, LLC","city":"Auburn Hills","state":"MI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees billed to the client upon engagement completion, are calculated as: $300 / hour x 2.75 hours = $825.00  Termination and refund of fees:  Since Advising and Consulting Services are billed upon engagement completion, client will be billed a prorated amount for the time New View has spent on the agreed upon…"},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028349","page":"https://plannerfees.com/planners/new-view-financial-llc-299117/"},{"crd":173224,"name":"New Wave Financial Services","city":"Hermosa Beach","state":"CA","fees":{"hourly":[400,400],"flat":[899,899],"annual":[9000,9000]},"sourceSentences":{"annual":"We charge a Financial Planning Base Fee of $9,000 per year, payable quarterly in arrears.","flat":"When Financial Planning services are provided on a standalone basis, we will charge a fixed fee that will generally range from $899 for an ask me anything meeting to $6,000 for a financial review, based on the complexity of the situation and the needs of the client.","hourly":"Additional ad hoc services are available at the hourly rate of $400 per hour."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006280","page":"https://plannerfees.com/planners/new-wave-financial-services-173224/"},{"crd":306441,"name":"Newbore Wealth Management, Inc.","city":"Gladstone","state":"OR","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Clients on the hourly consulting fee structure, the Client shall pay NWM an hourly fee of $300 per hour for work on a specific consulting project."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026528","page":"https://plannerfees.com/planners/newbore-wealth-management-inc-306441/"},{"crd":169239,"name":"Newbridge Wealth Management","city":"Bryn Mawr","state":"PA","fees":{"annual":[500,10000]},"sourceSentences":{"annual":"The fee typically ranges from $500 to $10,000 per annum."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006231","page":"https://plannerfees.com/planners/newbridge-wealth-management-169239/"},{"crd":117060,"name":"Newground Social Investment","city":"Seattle","state":"WA","fees":{"hourly":[295,295]},"sourceSentences":{"hourly":"The current billable rate is $295 per hour, subject to change without notice."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029940","page":"https://plannerfees.com/planners/newground-social-investment-117060/"},{"crd":282548,"name":"Newman's Financial Planning","city":"Queen Creek","state":"AZ","fees":{"hourly":[50,150],"flat":[400,400],"monthly":[50,150]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $400.00 and an ongoing fee that is paid monthly, in arrears, at the rate between $50 and $150 per month, depending on the complexity of the client’s needs and situation.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $400.00 and an ongoing fee that is paid monthly, in arrears, at the rate between $50 and $150 per month, depending on the complexity of the client’s needs and situation.","hourly":"Upon termination of any account, the fee will be prorated, and any unearned fee will be refunded to the client. 7 Financial Planning Hourly Fee Financial Planning fee is an hourly rate ranging from $50.00 to $150.00 per hour, depending on complexity of the financial plan."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005896","page":"https://plannerfees.com/planners/newman-s-financial-planning-282548/"},{"crd":166375,"name":"Newport Wealth Management, LLC","city":"Middletown","state":"NJ","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"Form ADV 2A Version: 03/05/2026 5 Financial Planning Fees Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $100 and $500."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014987","page":"https://plannerfees.com/planners/newport-wealth-management-llc-166375/"},{"crd":296877,"name":"Newsong Capital Management, Inc.","city":"Hattiesburg","state":"MS","fees":{"flat":[2500,2500],"monthly":[125,125],"annual":[1500,1500]},"sourceSentences":{"annual":"The minimum annual flat fee is $1,500.","flat":"Clients will be billed a one-time fee of $2500.00 in advance and $125 per month thereafter.","monthly":"Clients will be billed a one-time fee of $2500.00 in advance and $125 per month thereafter."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002181","page":"https://plannerfees.com/planners/newsong-capital-management-inc-296877/"},{"crd":305454,"name":"Nexjenn Financial Services","city":"Naperville","state":"IL","fees":{"flat":[5500,10000],"monthly":[450,835]},"sourceSentences":{"flat":"The fixed fee can range between $5,500 and $10,000 depending on the complexity and scope of the project.","monthly":"Ongoing monthly fee of $450 - $835 will be charged commencing 4 weeks after agreement signed."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004362","page":"https://plannerfees.com/planners/nexjenn-financial-services-305454/"},{"crd":327945,"name":"Next Adventure Financial LLC","city":"Lafayette","state":"IN","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $10,000.","hourly":"Our hourly rate is $300."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059022","page":"https://plannerfees.com/planners/next-adventure-financial-llc-327945/"},{"crd":322155,"name":"Next Bloom Wealth","city":"Gladstone","state":"MO","fees":{"hourly":[250,250],"flat":[3500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between a minimum fee of $3,500 to $10,000.","hourly":"Our hourly rate is $250 per hour, per Investment Advisor Representative and our hourly rate is negotiable based on scope, complexity and Client needs."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043123","page":"https://plannerfees.com/planners/next-bloom-wealth-322155/"},{"crd":110793,"name":"Next Capital Management LLC","city":"New York","state":"NY","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"NEXT typically provides these services at an hourly rate of $500, however NEXT may agree to provide financial planning and consulting services for a negotiated fixed fee."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005334","page":"https://plannerfees.com/planners/next-capital-management-llc-110793/"},{"crd":330230,"name":"Next Chapter Financial, LLC","city":"Denver","state":"CO","fees":{"hourly":[175,175],"flat":[50,400]},"sourceSentences":{"flat":"Ongoing fees begin upon delivery of the comprehensive financial plan and are paid monthly in arrears, ranging between $50 - $400.","hourly":"We charge an hourly fee of $175 for Project-Based Financial Planning."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044344","page":"https://plannerfees.com/planners/next-chapter-financial-llc-330230/"},{"crd":149017,"name":"Next Generation Investing, LLC","city":"Topeka","state":"KS","fees":{"flat":[400,700]},"sourceSentences":{"flat":"Adviser has entered into an agreement with RS under which Adviser pays RS a flat monthly membership fee of $400 and a flat monthly territory fee of $700 to advertise Adviser’s services through SmartVestor and to receive client referrals from interested consumers who are located in Adviser’s geographic region."},"brochureDate":"9/12/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=859320","page":"https://plannerfees.com/planners/next-generation-investing-llc-149017/"},{"crd":141615,"name":"Next Generation Wealth Planning, LLC","city":"Forked River","state":"NJ","fees":{"hourly":[1000,1000],"annual":[20000,20000]},"sourceSentences":{"hourly":"Type Fixed Fee Hourly Fee Maximum Fee Payable $1,000 to $100,000 Fees of $5,000 or less will be due in full upon execution of $300 to $500 per the advisory agreement.","annual":"Consultative hours provided by Next Generation will accrue at a rate equal to 1.5 hours per $1,000 of annual fee paid by client beginning at $20,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021146","page":"https://plannerfees.com/planners/next-generation-wealth-planning-llc-141615/"},{"crd":322125,"name":"Next Level Accounting, LLC","city":"Bessemer","state":"AL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"For clients that only receive planning and/or consulting services or that require extraordinary planning and/or consulting services, the hourly rate used ranges $250 ‐ $300."},"brochureDate":"8/26/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=792524","page":"https://plannerfees.com/planners/next-level-accounting-llc-322125/"},{"crd":313247,"name":"Next Level Private LLC","city":"Harrison","state":"NY","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"The Advisor’s minimum annual fee is $2,500, which may be reduced at the Advisor’s discretion."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052715","page":"https://plannerfees.com/planners/next-level-private-llc-313247/"},{"crd":327644,"name":"Next Level Wealth Planning, LLC","city":"Meridian","state":"ID","fees":{"hourly":[250,1000],"flat":[1000,50000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $50,000.","hourly":"The negotiated hourly fee for these services is between $250 and $1,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014818","page":"https://plannerfees.com/planners/next-level-wealth-planning-llc-327644/"},{"crd":297112,"name":"Next Play Financial","city":"Ashburn","state":"VA","fees":{"hourly":[300,300],"flat":[3500,7000]},"sourceSentences":{"flat":"The fixed fee is $3,500 - $7,000.","hourly":"Fees for this service may be paid by electronic funds transfer or check. 9 Project-Based Financial Advice Project-based financial advice is provided at an hourly rate (billed in 15 minute increments) or for a flat fee based on our hourly rate of $300 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032815","page":"https://plannerfees.com/planners/next-play-financial-297112/"},{"crd":339239,"name":"Next Play Wealth","city":"Portland","state":"OR","fees":{"hourly":[400,400],"flat":[2750,20000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fee for creating client financial plans is between $2,750 and $20,000.","hourly":"The fee refunded will be the balance of the fees collected in advance minus the hourly rate of $400 per hour times the number of hours of work that has been completed up to and including the day of termination."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041553","page":"https://plannerfees.com/planners/next-play-wealth-339239/"},{"crd":308974,"name":"Next Pronto Capital Advisors","city":"New York","state":"NY","fees":{"hourly":[200,500],"flat":[500,10000]},"sourceSentences":{"flat":"The fixed fee for comprehensive financial planning services can range between $500 and $10,000, depending on the complexity of the client’s circumstances and planning services required.","hourly":"Hourly consultations fees range between $200 to $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033050","page":"https://plannerfees.com/planners/next-pronto-capital-advisors-308974/"},{"crd":311472,"name":"Next Step Financial Transitions","city":"Cypress","state":"TX","fees":{"flat":[500,500],"monthly":[275,275]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500.00 and an ongoing fee that is paid monthly, in arrears, starting at the rate of $275 per month.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500.00 and an ongoing fee that is paid monthly, in arrears, starting at the rate of $275 per month."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003343","page":"https://plannerfees.com/planners/next-step-financial-transitions-311472/"},{"crd":342136,"name":"Next Up Wealth Advisors, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[150,300],"flat":[1500,25000]},"sourceSentences":{"flat":"The fee is a flat fee, ranging from $1,500 to $25,000, based upon the specifics of each engagement and not related to the number of participants or the hours.","hourly":"Our hourly fees range from $150 to $300."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053811","page":"https://plannerfees.com/planners/next-up-wealth-advisors-llc-342136/"},{"crd":338919,"name":"Nexten FP","city":"Hingham","state":"MA","fees":{"flat":[0,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $0 to $10,000."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051878","page":"https://plannerfees.com/planners/nexten-fp-338919/"},{"crd":292468,"name":"Nextgen Financial Advice LLC","city":"Elko New Market","state":"MN","fees":{"hourly":[200,200],"flat":[100,5000],"monthly":[50,400],"annual":[4500,4500]},"sourceSentences":{"annual":"Fees is expected to exceed $4500 per year, the financial planning fees are reduced to $0.","flat":"The initial and fixed fee can range between $100-$5,000 based on complexity and scope of the engagement.","hourly":"If an hourly fee is appropriate, the rate is $200 per hour, billed in 15 minute increments, and with a minimum fee of $100 for the first 30 minutes of the engagement.","monthly":"Monthly subscription services fees will cost between $50 and $400/month depending on the complexity and services provided."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044408","page":"https://plannerfees.com/planners/nextgen-financial-advice-llc-292468/"},{"crd":226706,"name":"Nextgen Wealth Counselors Limited Liability Company","city":"Plainsboro","state":"NJ","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice. 5 Fixed Fees The negotiated fixed rate for creating client financial plans is $1,000."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012723","page":"https://plannerfees.com/planners/nextgen-wealth-counselors-limited-liability-company-226706/"},{"crd":336847,"name":"Nexus Strategic Wealth","city":"Tualatin","state":"OR","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"We charge $300 per hour for Financial Consulting which is typically not negotiable."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016775","page":"https://plannerfees.com/planners/nexus-strategic-wealth-336847/"},{"crd":325185,"name":"Neya Capital","city":"Palmdale","state":"CA","fees":{"flat":[5000,10000],"quarterly":[500,500]},"sourceSentences":{"flat":"Project-Based Planning Broad-based planning engagements are assessed a fixed (project-based) fee that ranges from $5,000 to $10,000.","quarterly":"We are paid a fixed fee for this service at the rate of $500 per quarter."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003444","page":"https://plannerfees.com/planners/neya-capital-325185/"},{"crd":136742,"name":"Nfi, LLC","city":"Seven Fields","state":"PA","fees":{"flat":[200,10000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $200 to $10,000 on a fixed fee basis, depending upon the level and scope the financial planning and/or the consulting services."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012052","page":"https://plannerfees.com/planners/nfi-llc-136742/"},{"crd":282635,"name":"Nicholas Wealth Management","city":"Marietta","state":"GA","fees":{"hourly":[250,1000]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $250 and $1,000."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042665","page":"https://plannerfees.com/planners/nicholas-wealth-management-282635/"},{"crd":105580,"name":"Nicholson Meyer Capital Management, Inc.","city":"Kansas City","state":"MO","fees":{"hourly":[190,190]},"sourceSentences":{"hourly":"Fees are based on a rate of $190 per hour, are negotiable, and are due upon completion."},"brochureDate":"2/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010832","page":"https://plannerfees.com/planners/nicholson-meyer-capital-management-inc-105580/"},{"crd":146429,"name":"Nicolette Financial Advisors LLC","city":"Charlottesville","state":"VA","fees":{"hourly":[150,200],"quarterly":[150,150]},"sourceSentences":{"hourly":"Clients will be billed at a rate of $150 - $200 per hour depending upon the complexity of the services requested, plus pay any costs incurred on the client's behalf.","quarterly":"If AUM is under $150,000, Nicolette Financial will charge a minimum Investment Advisory fee of $150 per quarter."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001846","page":"https://plannerfees.com/planners/nicolette-financial-advisors-llc-146429/"},{"crd":338123,"name":"Nightgale Wealth Management LLC","city":"Schenectady","state":"NY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003665","page":"https://plannerfees.com/planners/nightgale-wealth-management-llc-338123/"},{"crd":151569,"name":"Nikulski Financial, Inc.","city":"Bettendorf","state":"IA","fees":{"hourly":[150,350],"flat":[500,500]},"sourceSentences":{"hourly":"We and the Client will mutually agree upon a fair and reasonable rate and structure for equitable compensation based upon those factors listed immediately above in consideration of the scope of services desired by the client. 7 Our hourly fees range from $150 to $350, which is billed in fifteen-minute increments.","flat":"Financial plans are generally assessed at a minimum fee of $500."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020659","page":"https://plannerfees.com/planners/nikulski-financial-inc-151569/"},{"crd":315694,"name":"Nilsine Partners, LLC","city":"Greenwood Village","state":"CO","fees":{"annual":[12500,12500]},"sourceSentences":{"annual":"The Firm reserves the discretion to charge a minimum annual fee of $12,500 to new clients to the firm after January 1, 2026."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024665","page":"https://plannerfees.com/planners/nilsine-partners-llc-315694/"},{"crd":311148,"name":"Nine Gems Investment Management","city":"San Jose","state":"CA","fees":{"hourly":[500,500],"flat":[500,3000]},"sourceSentences":{"flat":"Nine Gems will charge a fixed fee for financial planning services in the range of $500 to $3,000 per plan as negotiated and contracted for with client in advance.","hourly":"Fees (Qualified Retirement Plan Consulting Services (includes hourly/fixed) Plan Sponsor will pay the Advisor, as compensation for its services, a consulting fee at an hourly rate of $500."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046859","page":"https://plannerfees.com/planners/nine-gems-investment-management-311148/"},{"crd":322214,"name":"Nine Inning Finance","city":"Rockville","state":"MD","fees":{"flat":[5000,7500],"quarterly":[150,600]},"sourceSentences":{"flat":"For our initial financial plan, Nine Inning Finance charges a fee range of $5,000 - $7,500.","quarterly":"These legacy clients incur a fee ranging from $150 to $600 per quarter, charged in arrears."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=937677","page":"https://plannerfees.com/planners/nine-inning-finance-322214/"},{"crd":300614,"name":"Ninety West Global Wealth","city":"New Orleans","state":"LA","fees":{"hourly":[300,300],"flat":[500,35000],"monthly":[100,2916],"quarterly":[300,8750],"annual":[1200,35000]},"sourceSentences":{"annual":"Continuous Comprehensive Financial Planning consists of an ongoing annual fee that is paid monthly or quarterly, and generally paid in arrears, but can be in advance, at the rate of $1,200 to $35,000 per year.","monthly":"Annual fee payment ranges are $100.00 to $2,916.67 per month or $300.00 to $8,750.00 per quarter.","quarterly":"Annual fee payment ranges are $100.00 to $2,916.67 per month or $300.00 to $8,750.00 per quarter.","hourly":"If clients would like additional meetings beyond the four (4) included in this engagement, time will be billed at $300 per hour.","flat":"The fixed fee can range between $500.00 and $35,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038661","page":"https://plannerfees.com/planners/ninety-west-global-wealth-300614/"},{"crd":331447,"name":"Ninja Wealth Advisors, LLC","city":"Federal Way","state":"WA","fees":{"hourly":[250,250],"flat":[500,1200]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $1,200.","hourly":"The hourly fee for calculating these services is $250."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045748","page":"https://plannerfees.com/planners/ninja-wealth-advisors-llc-331447/"},{"crd":336777,"name":"Niro Nivesto LLC","city":"Garnet Valley","state":"PA","fees":{"flat":[1000,2500]},"sourceSentences":{"flat":"A one-time flat fee ranging from $1,000 to $2,500 for the development and delivery of a comprehensive financial plan, where client will be responsible for implementing the recommendations."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006028","page":"https://plannerfees.com/planners/niro-nivesto-llc-336777/"},{"crd":328905,"name":"Nisonoff & Quadrel Investment Management LLC","city":"East Brunswick","state":"NJ","fees":{"flat":[1500,3000],"monthly":[250,400]},"sourceSentences":{"flat":"The cost for Financial Planning can either be a fixed fee of $1,500 to $3,000 for a single comprehensive financial plan or an annual financial planning subscription service for $250 to $400 per month.","monthly":"The cost for Financial Planning can either be a fixed fee of $1,500 to $3,000 for a single comprehensive financial plan or an annual financial planning subscription service for $250 to $400 per month."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031728","page":"https://plannerfees.com/planners/nisonoff-quadrel-investment-management-llc-328905/"},{"crd":334540,"name":"Njord Capital, LLC","city":"Charlotte","state":"NC","fees":{"flat":[5000,30000]},"sourceSentences":{"flat":"Njord may charge a financial planning fee (from $5,000 - $30,000 or more) for the initial comprehensive financial plan as an integrated component of overall advisory services."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049227","page":"https://plannerfees.com/planners/njord-capital-llc-334540/"},{"crd":324971,"name":"No Coast Financial Group","city":"Manhattan","state":"KS","fees":{"hourly":[350,350],"flat":[500,5000],"monthly":[125,450]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $125 - $450 per month.","flat":"Fixed fee rates range between $500 - $5,000.","hourly":"Our hourly rate is $350."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005639","page":"https://plannerfees.com/planners/no-coast-financial-group-324971/"},{"crd":282307,"name":"Noble Advisory Group LLC","city":"Waco","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on a negotiable hourly fee of $150 per hour based on complexity and unique client needs."},"brochureDate":"2/1/2019","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=472527","page":"https://plannerfees.com/planners/noble-advisory-group-llc-282307/"},{"crd":316497,"name":"Noble Hill Planning LLC","city":"Richmond","state":"VA","fees":{"flat":[200,5000],"quarterly":[1000,5000],"annual":[4000,20000]},"sourceSentences":{"quarterly":"Fees for Investment Management services consist of an upfront fee of $200 - $5,000 (“Initial Set Up fee”) and a flat, ongoing retainer fee that generally ranges from $1,000 - $5,000 per quarter, or $4,000 $20,000 per year (“Retainer Fee”).","annual":"Fees for Investment Management services consist of an upfront fee of $200 - $5,000 (“Initial Set Up fee”) and a flat, ongoing retainer fee that generally ranges from $1,000 - $5,000 per quarter, or $4,000 $20,000 per year (“Retainer Fee”).","flat":"Clients otherwise terminating an investment advisory agreement outside of the 10-calendar day window will receive a refund of any unearned fees from NHP. 5 Fees for Ongoing Financial Planning Services Fees for ongoing financial planning services consist of an upfront fee of $200 - $5,000 (“Initial Planning Fee”)…"},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007382","page":"https://plannerfees.com/planners/noble-hill-planning-llc-316497/"},{"crd":336228,"name":"Noble Street Wealth Management","city":"Grand Rapids","state":"MI","fees":{"hourly":[150,150],"flat":[150,25000],"monthly":[49,49]},"sourceSentences":{"hourly":"For Financial Planning And Financial Consultation Services Noble Street may charge an hourly fee of $150 or a fixed fee ranging from $150 - $25,000, depending upon the complexity of a clients requirements and/or objectives and the extent to which outside professionals are consulted for estate planning, accounting,…","flat":"For Financial Planning And Financial Consultation Services Noble Street may charge an hourly fee of $150 or a fixed fee ranging from $150 - $25,000, depending upon the complexity of a clients requirements and/or objectives and the extent to which outside professionals are consulted for estate planning, accounting,…","monthly":"Noble Street also offers Ongoing Self-Directed Account Investment Advice for a monthly fee of $49."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016713","page":"https://plannerfees.com/planners/noble-street-wealth-management-336228/"},{"crd":322607,"name":"Noble Wealth Management P.b.c.","city":"Greenwood Village","state":"CO","fees":{"hourly":[300,400],"flat":[4000,7500]},"sourceSentences":{"hourly":"Limited scope or consultative Financial Planning Services are offered based on an hourly fee of $300-$400 per hour.","flat":"Comprehensive Financial Planning Services are offered based on a flat fee between $4,000- $7,500."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059330","page":"https://plannerfees.com/planners/noble-wealth-management-p-b-c-322607/"},{"crd":169963,"name":"Noble Wealth Management, Inc.","city":"Newport Beach","state":"CA","fees":{"flat":[2500,2500],"annual":[2500,10000]},"sourceSentences":{"annual":"While there is no minimum fee, the range of the annual fees is typically between $2,500 to $10,000.","flat":"In this case, the annual, ongoing fee for the financial plan and review would be $2,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030893","page":"https://plannerfees.com/planners/noble-wealth-management-inc-169963/"},{"crd":338855,"name":"Noblehouse Family Office, LLC","city":"Plano","state":"TX","fees":{"hourly":[500,500],"annual":[10000,100000]},"sourceSentences":{"hourly":"Fees for Consultation Services are offered based on an hourly fee of $500.","annual":"Fees for Ongoing Financial Planning Services range from $10,000 to $100,000 annually."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052668","page":"https://plannerfees.com/planners/noblehouse-family-office-llc-338855/"},{"crd":333231,"name":"Noda Wealth Management LLC","city":"Charlotte","state":"NC","fees":{"flat":[3000,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $3,000 to $5,000."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042327","page":"https://plannerfees.com/planners/noda-wealth-management-llc-333231/"},{"crd":340662,"name":"Nofal Insurance and Wealth","city":"Brentwood","state":"TN","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Nofal charges an hourly fee of $400 for financial consulting services."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057121","page":"https://plannerfees.com/planners/nofal-insurance-and-wealth-340662/"},{"crd":158775,"name":"Nolan Capital Advisors LLC","city":"Oviedo","state":"FL","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"For stand-alone consulting or financial planning services not covered by asset-based fees, NCA charges an hourly rate of $150 $300."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033078","page":"https://plannerfees.com/planners/nolan-capital-advisors-llc-158775/"},{"crd":165451,"name":"Nollenberger Mccullough Investment Advisors LLC","city":"Newport Beach","state":"CA","fees":{"hourly":[400,400],"flat":[2000,5000]},"sourceSentences":{"flat":"Fixed fee ranging from $2,000 to $5,000, depending on the scope and complexity of the engagement.","hourly":"$400 per hour for limited-scope engagements, consultations, or follow-up work."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058580","page":"https://plannerfees.com/planners/nollenberger-mccullough-investment-advisors-llc-165451/"},{"crd":322552,"name":"Nomad Financial","city":"Knoxville","state":"TN","fees":{"hourly":[415,415],"flat":[4000,15000],"quarterly":[7500,7500],"annual":[15000,15000]},"sourceSentences":{"annual":"Private Wealth Management services (excluding investment portfolio management services) are alternatively offered at a fixed fee, starting at $15,000 annually and increasing with complexity of the Client’s needs, and is paid quarterly in advance.","flat":"Fixed fee rates range between $4,000 to $15,000 for a defined engagement.","hourly":"Clients with unique financial planning, tax planning, or other advisory needs, or Clients seeking a second opinion on their self-created financial plans, Hourly Financial Consulting engagements are offered at an hourly rate of $415 per hour.","quarterly":"The quarterly fee would be: $7,500 ÷ 4 = $1,875."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044683","page":"https://plannerfees.com/planners/nomad-financial-322552/"},{"crd":151362,"name":"Non-Traditional Wealth Management, LLC","city":"Orlando","state":"FL","fees":{"hourly":[100,300],"flat":[400,5000]},"sourceSentences":{"flat":"Financial planning services are offered for a fixed fee ranging from $400 to $5,000 for the design of a financial plan.","hourly":"Our generally consulting service will be offered at an hourly rate ranging from $100 to $300 for advice on a particular area of financial need."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=492768","page":"https://plannerfees.com/planners/non-traditional-wealth-management-llc-151362/"},{"crd":169247,"name":"Nonesuch Advisors","city":"Kent","state":"CT","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our standard rate is $500 per hour for hourly engagements, but is negotiable in the sole discretion of Nonesuch."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023732","page":"https://plannerfees.com/planners/nonesuch-advisors-169247/"},{"crd":327870,"name":"Noon Investment Management LLC","city":"Phoenix","state":"MD","fees":{"hourly":[300,500],"annual":[5000,5000]},"sourceSentences":{"hourly":"Fees assessed for Consulting Services are dependent upon the nature, scope and complexity of the services provided, though in general, range between $300 to $500 per hour and/or a flat rate is assessed per project or assignment.","annual":"Clients are asked to pay a retainer of $5,000 at the time the Advisory Management Consulting Services Agreement is signed."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023955","page":"https://plannerfees.com/planners/noon-investment-management-llc-327870/"},{"crd":338683,"name":"Noor Financial Services","city":"Tujunga","state":"CA","fees":{"hourly":[250,250],"flat":[1000,1500],"annual":[4200,6000]},"sourceSentences":{"flat":"Ongoing Financial Planning NF collects an initial fee between $1,000 and $1,500.","annual":"Ongoing Financial Planning includes Investment Management Service under the fixed annual fee of $4,200 $6,000.","hourly":"Our hourly rate is $250."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055200","page":"https://plannerfees.com/planners/noor-financial-services-338683/"},{"crd":332664,"name":"Noordzee Capital LLC","city":"Bethesda","state":"MD","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Hourly fees for work performed of $350/hour;"},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=985159","page":"https://plannerfees.com/planners/noordzee-capital-llc-332664/"},{"crd":325403,"name":"Noorvest LLC","city":"Leesburg","state":"VA","fees":{"flat":[2500,7500]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $2,500 and $7,500."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044140","page":"https://plannerfees.com/planners/noorvest-llc-325403/"},{"crd":334719,"name":"Normaltown Financial LLC","city":"Mcallen","state":"TX","fees":{"hourly":[150,400],"flat":[1000,7500],"quarterly":[100,100]},"sourceSentences":{"quarterly":"Held-Away Account Allocation Advice – For certain Clients who request ongoing Held‑Away Account allocation advice, NF charges a fixed retainer fee of $100 per quarter, billed quarterly in advance.","hourly":"Hourly fees range from $150 to $400 per hour.","flat":"Fixed fees range from $1,000 to $7,500."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012327","page":"https://plannerfees.com/planners/normaltown-financial-llc-334719/"},{"crd":142315,"name":"Normandy Capital Management, LLC","city":"Lakewood","state":"CO","fees":{"hourly":[25,500],"flat":[50,15000]},"sourceSentences":{"hourly":"Fees may be on an hourly basis of $25.00 - $500.00 an hour, or on a flat fee from $50.00 - $15,000.00.","flat":"Fees may be on an hourly basis of $25.00 - $500.00 an hour, or on a flat fee from $50.00 - $15,000.00."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012676","page":"https://plannerfees.com/planners/normandy-capital-management-llc-142315/"},{"crd":129422,"name":"Norris Financial Group, LLC","city":"Greenville","state":"SC","fees":{"hourly":[200,200],"annual":[1200,2000]},"sourceSentences":{"annual":"Initial and annual planning fees generally range between $1,200 and $2,000 and are payable, as invoiced, quarterly in advance.","hourly":"Client will be responsible for any time spent by Advisor in providing the client advisory services or analyzing the client's situation based on the hourly rate of $200 per hour not to exceed the deposit paid by client."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021854","page":"https://plannerfees.com/planners/norris-financial-group-llc-129422/"},{"crd":157800,"name":"Norris Wealth Management, LLC","city":"Phoenix","state":"AZ","fees":{"hourly":[165,195],"flat":[1850,1850],"annual":[1250,1250]},"sourceSentences":{"annual":"A minimum annual fee of $1,250 is required for advisory services to employer sponsored qualified retirement plans.","hourly":"The hourly rate is $165 – $195 depending on project circumstances.","flat":"We offer to provide financial plans for a flat fee of $1,850 provided the client’s situation is not so complex as to require more than 15 hours."},"brochureDate":"7/7/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=852872","page":"https://plannerfees.com/planners/norris-wealth-management-llc-157800/"},{"crd":143691,"name":"Norseman Advisory Group, Inc.","city":"Newport News","state":"VA","fees":{"hourly":[250,250],"monthly":[300,1000]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING ONE TIME FINANCIAL PLANNING/CONSULTINGFEES One-time financial planning services are offered at an hourly rate of $250 with a minimum of ½ hour.","monthly":"ONGOING FINANCIAL PLANNING FEES Ongoing financial planning services are offered for a negotiable monthly fixed fee between $300 and $1000 for ongoing financial advice based on complexity and unique Client needs."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051268","page":"https://plannerfees.com/planners/norseman-advisory-group-inc-143691/"},{"crd":297028,"name":"Norstar Financial of Plano, LLC","city":"Plano","state":"TX","fees":{"hourly":[200,200],"flat":[4800,4800]},"sourceSentences":{"flat":"We charge a minimum planning fee of $4,800 for a new comprehensive plan*.","hourly":"The rate is $200/hour."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010326","page":"https://plannerfees.com/planners/norstar-financial-of-plano-llc-297028/"},{"crd":136431,"name":"North Berkeley Wealth Management, LLC","city":"Berkeley","state":"CA","fees":{"hourly":[295,295]},"sourceSentences":{"hourly":"Hourly financial planning services will be charged at the hourly rate of $295."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021800","page":"https://plannerfees.com/planners/north-berkeley-wealth-management-llc-136431/"},{"crd":340508,"name":"North County Financial Planning, LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[300,300],"flat":[10000,10000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning NCFP collects an initial fee, no greater than $10,000.","hourly":"Our hourly rate is $300."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045290","page":"https://plannerfees.com/planners/north-county-financial-planning-llc-340508/"},{"crd":281795,"name":"North Financial Advisors","city":"San Diego","state":"CA","fees":{"hourly":[375,375],"flat":[749,749],"annual":[4500,4500]},"sourceSentences":{"annual":"The minimum annual fee in subsequent years is $4,500 for individuals and $6,000 for couples and may be paid monthly ($375 to $500) or quarterly ($1,125 to $1,500) in arrears.","flat":"The fixed fee ranges from $749-2,000, depending on complexity and needs of the client.","hourly":"For any other type of financial planning services or projects, clients may request North Financial’s services at the rate of $375 per hour, with a minimum charge of $750."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006203","page":"https://plannerfees.com/planners/north-financial-advisors-281795/"},{"crd":316152,"name":"North Fork Financial, LLC","city":"Hutchinson","state":"KS","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"Flat fees will not exceed $10,000."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000264","page":"https://plannerfees.com/planners/north-fork-financial-llc-316152/"},{"crd":283057,"name":"North Haven Financial LLC","city":"Suffield","state":"CT","fees":{"flat":[4000,10000],"annual":[6000,6000]},"sourceSentences":{"flat":"The Financial Planning fee is between $4,000 and $10,000.","annual":"The minimum annual fee for this service is $6,000 (after the engagement fee has been paid)."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056056","page":"https://plannerfees.com/planners/north-haven-financial-llc-283057/"},{"crd":148128,"name":"North Pier Fiduciary Management, LLC","city":"Marina Del Rey","state":"CA","fees":{"annual":[5000,10000]},"sourceSentences":{"annual":"Our typical base fee for committee level consulting ranges from $5,000 - $10,000 per year."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043347","page":"https://plannerfees.com/planners/north-pier-fiduciary-management-llc-148128/"},{"crd":342628,"name":"North Pine Strategic Wealth","city":"Kirkland","state":"WA","fees":{"hourly":[350,350],"annual":[10000,10000]},"sourceSentences":{"annual":"If the advisory fee calculated based on assets under management is less than $10,000 annually, the minimum annual fee will apply.","hourly":"Project-Based Financial Planning NPSW offers Project-Based Financial planning at the rate of $350 an hour."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058416","page":"https://plannerfees.com/planners/north-pine-strategic-wealth-342628/"},{"crd":309269,"name":"North Shore Capital Group Investment Advisors, Inc","city":"Lake Forest","state":"IL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"For Clients who do not meet this asset minimum and/or request a one-time engagement without investment management services, NSCGIA offers financial planning services on an hourly basis at $300 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034508","page":"https://plannerfees.com/planners/north-shore-capital-group-investment-advisors-inc-309269/"},{"crd":329710,"name":"North Shore Wealth Management","city":"Westford","state":"MA","fees":{"flat":[1000,3000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $3,000."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002000","page":"https://plannerfees.com/planners/north-shore-wealth-management-329710/"},{"crd":226575,"name":"North Woods Wealth Management","city":"Buffalo","state":"NY","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"North Woods does implement a minimum annual fee of $2,500."},"brochureDate":"3/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019025","page":"https://plannerfees.com/planners/north-woods-wealth-management-226575/"},{"crd":297300,"name":"Northavenue LLC","city":"Columbus","state":"OH","fees":{"annual":[3600,70000]},"sourceSentences":{"annual":"The Firm generally charges an annual fixed fee between $3,600 to $70,000 (“Renewal Fee”)."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051240","page":"https://plannerfees.com/planners/northavenue-llc-297300/"},{"crd":311107,"name":"Northbound Wealth","city":"Indianapolis","state":"IN","fees":{"hourly":[250,250],"flat":[500,5000],"monthly":[100,2000]},"sourceSentences":{"flat":"Upon termination of the agreement, any earned but unpaid fees will be billed for work completed up to the date of termination Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing fee that is paid monthly, in arrears, at the rate of…","monthly":"Upon termination of the agreement, any earned but unpaid fees will be billed for work completed up to the date of termination Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing fee that is paid monthly, in arrears, at the rate of…","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016984","page":"https://plannerfees.com/planners/northbound-wealth-311107/"},{"crd":309060,"name":"Northbrook Financial","city":"Baltimore","state":"MD","fees":{"flat":[2000,2000],"monthly":[800,5000],"annual":[10000,10000]},"sourceSentences":{"flat":"Fees consist of an upfront fee of $2,000, followed by an ongoing fee that is paid monthly, in arrears, at the rate of $800 - $5,000 per month.","monthly":"Fees consist of an upfront fee of $2,000, followed by an ongoing fee that is paid monthly, in arrears, at the rate of $800 - $5,000 per month.","annual":"In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the financial plan will be provided to the Client and no further fees will be charged. *Minimum annual fee $10,000 Retirement Income Planning Retirement income planning Fees consist of an…"},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055163","page":"https://plannerfees.com/planners/northbrook-financial-309060/"},{"crd":108835,"name":"Northeast Advisers, Inc.","city":"Paoli","state":"PA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial Planning fees are billed at an hourly rate, not to exceed $200 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021965","page":"https://plannerfees.com/planners/northeast-advisers-inc-108835/"},{"crd":122609,"name":"Northeast Financial Group, Inc.","city":"Allentown","state":"PA","fees":{"hourly":[1000,1000],"flat":[500,20000]},"sourceSentences":{"flat":"The fees for the initial development of a financial plan generally range from $500 to $20,000 on a fixed fee basis.","hourly":"The hourly rate can range up to a maximum of $1,000 per hour."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053135","page":"https://plannerfees.com/planners/northeast-financial-group-inc-122609/"},{"crd":131406,"name":"Northeast Planning Associates, Inc.","city":"Bedford","state":"NH","fees":{"hourly":[100,500],"flat":[25000,25000],"annual":[500,25000]},"sourceSentences":{"flat":"Fixed fees for financial planning generally do not exceed $25,000, depending on the scope, the complexity, and the experience level of the IAR providing the contracted services.","hourly":"Hourly fees generally range between $100 and $500 per hour, depending on the scope, the complexity, and the experience level of the IAR providing the contracted services.","annual":"Under such arrangements, the fees generally range between $500 and $25,000 annually."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026952","page":"https://plannerfees.com/planners/northeast-planning-associates-inc-131406/"},{"crd":121088,"name":"Northern Financial Advisors, Inc","city":"Bloomfield Hills","state":"MI","fees":{"annual":[6200,75000]},"sourceSentences":{"annual":"Below are the fees and payment methods of those fees for each type of engagement. 6 Standard Retainer NFA’s Standard Retainer fee is an annual fixed fee ranging between $6,200 and $75,000 based on the complexity of Client’s financial needs and the scope of the services to be provided to Client using Client’s net…"},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004998","page":"https://plannerfees.com/planners/northern-financial-advisors-inc-121088/"},{"crd":167824,"name":"Northern Lights Advisors, Inc.","city":"Seattle","state":"WA","fees":{"hourly":[400,400],"annual":[10000,10000]},"sourceSentences":{"annual":"(*We charge a single minimum annual fee of $10,000 for an advisory relationship.","hourly":"Certain legacy clients remain eligible for hourly services at a rate of $400 per hour."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054073","page":"https://plannerfees.com/planners/northern-lights-advisors-inc-167824/"},{"crd":332937,"name":"Northern Monarch Capital LLC","city":"Fox Island","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054411","page":"https://plannerfees.com/planners/northern-monarch-capital-llc-332937/"},{"crd":335323,"name":"Northern Star Generational Wealth","city":"Mountain View","state":"CA","fees":{"hourly":[500,500],"quarterly":[5625,5625]},"sourceSentences":{"quarterly":"The fee is billed quarterly in advance at the rate of $5,625 per quarter.","hourly":"For financial planning services, clients will enter into a contract based on an hourly fee of $500, rather than based on the assets under management."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046077","page":"https://plannerfees.com/planners/northern-star-generational-wealth-335323/"},{"crd":159781,"name":"Northfork Advisors","city":"Bozeman","state":"MT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Fees for these services are charged as a flat fee or on an hourly basis at a rate of $300 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027884","page":"https://plannerfees.com/planners/northfork-advisors-159781/"},{"crd":146452,"name":"Northland Capital Management","city":"Virginia","state":"MN","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Our fee for these services is $100 per hour."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052059","page":"https://plannerfees.com/planners/northland-capital-management-146452/"},{"crd":167055,"name":"Northlanding Financial Partners, LLC","city":"Rochester","state":"NY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"These fees are largely determined by the scope and complexity of the agreed upon services and range from $2,250 to $25,000+ on a fixed fee basis (either one-time or per annum, depending on whether the stand-alone financial planning or consulting arrangement with the client is ongoing or not) or $250.00 on an hourly…"},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020752","page":"https://plannerfees.com/planners/northlanding-financial-partners-llc-167055/"},{"crd":142970,"name":"Northpeak Financial, Inc.","city":"Frederick","state":"MD","fees":{"hourly":[125,125],"flat":[500,3000]},"sourceSentences":{"hourly":"The Firm’s negotiable fee for financial planning services is $125 per hour which shall either be a one-time payment payable in advance of the services rendered or quarterly in advance for ongoing services.","flat":"Typically, the average cost of a financial plan will be between $500 to $3,000 depending on a client’s financial circumstances."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036367","page":"https://plannerfees.com/planners/northpeak-financial-inc-142970/"},{"crd":124711,"name":"Northpoint Financial","city":"Birmingham","state":"MI","fees":{"hourly":[0,300]},"sourceSentences":{"hourly":"Fractional hourly fees, ranging from $0 to $300 per hour, are billed quarterly in arrears."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=976005","page":"https://plannerfees.com/planners/northpoint-financial-124711/"},{"crd":146980,"name":"Northpoint Financial Planning LLC","city":"Milford","state":"OH","fees":{"hourly":[225,225],"flat":[2500,5000],"annual":[3000,5000]},"sourceSentences":{"annual":"Financial planning fees typically range from $3,000 to $5,000 per year, but may also be higher or lower depending on the scope and complexity of the engagement.","flat":"The fixed fee ranges from $2500 - $5,000 based on complexity and scope of the engagement and may be negotiable in certain cases.","hourly":"The Consulting fee is an hourly rate of $225 per hour."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049496","page":"https://plannerfees.com/planners/northpoint-financial-planning-llc-146980/"},{"crd":326895,"name":"Northpointe Financial Advisors LLC","city":"Milton","state":"MA","fees":{"flat":[600,600],"monthly":[165,300],"quarterly":[495,900]},"sourceSentences":{"flat":"Ongoing Financial Planning NPFA collects an initial fee, no greater than $600.","monthly":"Fees are paid monthly or quarterly in arrears, ranging from $165 to $300 per month or from $495 to $900 per quarter.","quarterly":"Fees are paid monthly or quarterly in arrears, ranging from $165 to $300 per month or from $495 to $900 per quarter."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=941474","page":"https://plannerfees.com/planners/northpointe-financial-advisors-llc-326895/"},{"crd":146738,"name":"Northport Harbor Financial Services, LLC","city":"Litchfield","state":"NH","fees":{"hourly":[150,200]},"sourceSentences":{"hourly":"The hourly fee ranges from $150 to $200 per hour depending on the nature and complexity of the engagement."},"brochureDate":"3/24/2015","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=295249","page":"https://plannerfees.com/planners/northport-harbor-financial-services-llc-146738/"},{"crd":167908,"name":"Northrock Partners, LLC","city":"Minneapolis","state":"MN","fees":{"flat":[500,10000],"annual":[5000,5000]},"sourceSentences":{"annual":"MINIMUM FEES As a condition for participation in the Program, NorthRock generally imposes a minimum Program Fee of $5,000 per year.","flat":"The flat fee ranges from $500 to $10,000 depending on the scope of service provided as stated in the Wealth Management Agreement."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058417","page":"https://plannerfees.com/planners/northrock-partners-llc-167908/"},{"crd":299013,"name":"Northshire Consulting, LLC","city":"Southington","state":"CT","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"An hourly rate of up to ($200) will be charged for Financial Planning."},"brochureDate":"12/16/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998632","page":"https://plannerfees.com/planners/northshire-consulting-llc-299013/"},{"crd":340596,"name":"Northstar Investment Partners","city":"Alpharetta","state":"GA","fees":{"annual":[1500,10000]},"sourceSentences":{"annual":"For clients who do not maintain assets under management with the Firm, financial planning services may be provided for a fixed annual fee ranging from $1,500 to $10,000."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046914","page":"https://plannerfees.com/planners/northstar-investment-partners-340596/"},{"crd":338732,"name":"Northwater Capital","city":"Portland","state":"ME","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $200 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003650","page":"https://plannerfees.com/planners/northwater-capital-338732/"},{"crd":130538,"name":"Northwest Criterion Asset Management, L.L.C.","city":"Princeton","state":"NJ","fees":{"hourly":[350,350],"flat":[1000,10000]},"sourceSentences":{"hourly":"Northwest Criterion’s financial planning and consulting fees are negotiable, but generally are $350 on an hourly rate basis, and from $1,000 to $10,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","flat":"Northwest Criterion’s financial planning and consulting fees are negotiable, but generally are $350 on an hourly rate basis, and from $1,000 to $10,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033947","page":"https://plannerfees.com/planners/northwest-criterion-asset-management-l-l-c-130538/"},{"crd":106805,"name":"Northwest Financial Services Inc","city":"Indianapolis","state":"IN","fees":{"flat":[5000,5000],"annual":[5000,5000]},"sourceSentences":{"flat":"Form ADV Part 2A, Item 5 NWFS charges an initial financial planning fee of $5,000 which may be credited against future advisory fees.","annual":"NWFS will charge the higher of the minimum annual fee ($5,000, billed as $2,500 every six months) or the percentage of assets we manage as noted in the fee schedules above."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021303","page":"https://plannerfees.com/planners/northwest-financial-services-inc-106805/"},{"crd":297916,"name":"Northwest Planning Advisors LLC","city":"Spokane","state":"WA","fees":{"hourly":[200,200],"flat":[500,2000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $2,000.","hourly":"Disclosed hourly rate (eg. $200) x Estimated amount of time to complete= Fixed Fee Hourly Fees The negotiated hourly fee for these services is up to $200."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019610","page":"https://plannerfees.com/planners/northwest-planning-advisors-llc-297916/"},{"crd":158455,"name":"Northwest Quadrant Wealth Management","city":"Bend","state":"OR","fees":{"flat":[4000,4000]},"sourceSentences":{"flat":"Flat fees will not exceed $4,000."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020380","page":"https://plannerfees.com/planners/northwest-quadrant-wealth-management-158455/"},{"crd":332747,"name":"Northwoods Financial Partners LLC","city":"Hermosa Beach","state":"CA","fees":{"flat":[2000,5000]},"sourceSentences":{"flat":"AND CONSULTING NorthWoods charges a fixed fee of $2,000 to $5,000 based on complexity and unique Client needs for financial planning."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053029","page":"https://plannerfees.com/planners/northwoods-financial-partners-llc-332747/"},{"crd":117351,"name":"Norton Financial Consultants","city":"Medway","state":"MA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Fees are billed at a rate of $350 per hour and are paid as services are rendered."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001323","page":"https://plannerfees.com/planners/norton-financial-consultants-117351/"},{"crd":171466,"name":"Note Advisors, LLC","city":"Buffalo","state":"NY","fees":{"hourly":[150,350],"flat":[2500,50000]},"sourceSentences":{"hourly":"Hourly rates range from $150 – $350 for all investment professionals at Note Advisors.","flat":"Fixed fees will typically range from $2,500 to $50,000, depending upon the nature and complexity of the assignment."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034270","page":"https://plannerfees.com/planners/note-advisors-llc-171466/"},{"crd":150148,"name":"Nova Financial Services","city":"Tucson","state":"AZ","fees":{"hourly":[100,500],"flat":[1500,10000]},"sourceSentences":{"hourly":"Our hourly fees generally range from $100 to $500.","flat":"Flat fees generally range from $1,500 to $10,000."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030676","page":"https://plannerfees.com/planners/nova-financial-services-150148/"},{"crd":169574,"name":"Nova R Wealth, Inc.","city":"Overland Park","state":"KS","fees":{"hourly":[300,500],"flat":[2000,10000]},"sourceSentences":{"flat":"Financial Planning and Consulting Services For financial planning and consulting engagements that fall outside the wealth management services, we will charge a fixed engagement fee, generally ranging from $2,000 to $10,000 or an hourly fee of $300 - $500.","hourly":"Financial Planning and Consulting Services For financial planning and consulting engagements that fall outside the wealth management services, we will charge a fixed engagement fee, generally ranging from $2,000 to $10,000 or an hourly fee of $300 - $500."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020243","page":"https://plannerfees.com/planners/nova-r-wealth-inc-169574/"},{"crd":169450,"name":"Nova Wealth Management, Inc.","city":"Bonita Springs","state":"FL","fees":{"hourly":[250,250],"quarterly":[250,250]},"sourceSentences":{"quarterly":"This fee applies to any client whose household billing is less than $250.00 per quarter.","hourly":"FINANCIAL PLANNING and CONSULTING NWM charges an hourly fee of $250 for financial planning."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032478","page":"https://plannerfees.com/planners/nova-wealth-management-inc-169450/"},{"crd":166539,"name":"Novi Wealth Partners","city":"Princeton","state":"NJ","fees":{"hourly":[150,450],"flat":[2500,100000]},"sourceSentences":{"flat":"Novi Wealth’s financial planning fees are negotiable, but generally range from $2,500 to $100,000 on a fixed fee basis.","hourly":"The fee would typically range from $150 to $450 per hour, , depending upon the level and scope of the services required."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024152","page":"https://plannerfees.com/planners/novi-wealth-partners-166539/"},{"crd":104683,"name":"NPF Investment Advisors","city":"Grand Rapids","state":"MI","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"While fees vary based on the complexity of the plan or project and the range of services we are retained to provide, our hourly rate ranges from $250 to $500 per hour, based on the complexity of the work involved."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026812","page":"https://plannerfees.com/planners/npf-investment-advisors-104683/"},{"crd":162234,"name":"Nri Wealth Management, LLC","city":"Santa Clara","state":"CA","fees":{"hourly":[350,500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee between $350-$500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035135","page":"https://plannerfees.com/planners/nri-wealth-management-llc-162234/"},{"crd":119382,"name":"Ntact Retirement Solutions","city":"Las Vegas","state":"NV","fees":{"hourly":[175,175],"quarterly":[25,2000],"annual":[8000,8000]},"sourceSentences":{"quarterly":"The minimum quarterly fee is $25.00, and the maximum fee cap is $8,000 per year ($ $2,000 per quarter).","annual":"The minimum quarterly fee is $25.00, and the maximum fee cap is $8,000 per year ($ $2,000 per quarter).","hourly":"Consultation Services may be provided at a rate of $175 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036204","page":"https://plannerfees.com/planners/ntact-retirement-solutions-119382/"},{"crd":344050,"name":"Nuakh Financial","city":"Phoenix","state":"AZ","fees":{"hourly":[250,500],"flat":[250,10000],"annual":[1200,25000]},"sourceSentences":{"flat":"Adjustments will be made for deposits and withdrawals during the billing period. 8 Ongoing Financial Planning NF collects an initial fee, ranging from $250 to $10,000.","annual":"Fees are paid monthly in advance, with annual fees ranging from $1,200 to $25,000.","hourly":"The ongoing fee is calculated based on an hourly rate ranging from $250 to $500 and the estimated number of hours required to provide the agreed-upon services."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055021","page":"https://plannerfees.com/planners/nuakh-financial-344050/"},{"crd":340462,"name":"Nuna Investments","city":"Rancho Cordova","state":"CA","fees":{"hourly":[150,300],"flat":[500,5000]},"sourceSentences":{"hourly":"Advisory Services Financial planning services and consultation are based on an hourly fee at a rate of $150-$300 per hour, or a negotiated fixed project-based fee ranging from $500-$5,000 per project.","flat":"Advisory Services Financial planning services and consultation are based on an hourly fee at a rate of $150-$300 per hour, or a negotiated fixed project-based fee ranging from $500-$5,000 per project."},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019058","page":"https://plannerfees.com/planners/nuna-investments-340462/"},{"crd":117419,"name":"Nutfield Financial","city":"Auburn","state":"NH","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"This fee can be negotiated on an annual or biannual basis.  A straight hourly fee option, ($275/ Hr.) for comprehensive financial plan preparation and or reviewing specific stand-alone issues."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006747","page":"https://plannerfees.com/planners/nutfield-financial-117419/"},{"crd":133162,"name":"Nutmeg Capital Advisors, LLC","city":"Hartford","state":"CT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services not provided in conjunction with Investment Management Services, such as Financial Planning, will be billed at $250 per hour or other negotiated rate."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029178","page":"https://plannerfees.com/planners/nutmeg-capital-advisors-llc-133162/"},{"crd":322065,"name":"Nuvern Wealth Advisors LLC","city":"New York","state":"NY","fees":{"hourly":[200,200],"flat":[1200,5250],"annual":[2500,10000]},"sourceSentences":{"annual":"Such fees typically range from $2,500 to $10,000 per year, depending on the size, complexity, and scope of advisory services provided.","hourly":"If you don't have an account with Nuvern Wealth but still wish to utilize our advisory services, you can do so at an hourly rate of $200.","flat":"PLAN Financial Plan with added Estate Plan* Financial Plan without Estate Plan Estate Plan* Investment Plan Retirement Plan College Savings Plan FEE $5,250 $4,250 $2,250 $1,500 $1,500 $1,200 *For estate planning, clients have the option to consult with an attorney at Trust & Will."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046020","page":"https://plannerfees.com/planners/nuvern-wealth-advisors-llc-322065/"},{"crd":277064,"name":"Nvest Advisors, LLC","city":"Colorado Springs","state":"CO","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Hourly ($150/hr) plus a range of “all-in” programs for financial planning with ongoing support."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055648","page":"https://plannerfees.com/planners/nvest-advisors-llc-277064/"},{"crd":128868,"name":"Nvest Financial, LLC","city":"Portsmouth","state":"NH","fees":{"hourly":[350,475],"flat":[1750,15000]},"sourceSentences":{"hourly":"Hourly fees range from $350 to $475 per hour.","flat":"Fixed fees range from $1,750 to $15,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024884","page":"https://plannerfees.com/planners/nvest-financial-llc-128868/"},{"crd":145063,"name":"Nvest Wise, LLC","city":"Douglasville","state":"GA","fees":{"hourly":[120,120]},"sourceSentences":{"hourly":"For completion of Cash Management Analysis and/or Portfolio Analysis Review services, the fee is 1.85% of AUM or the client can choose to have an hourly rate of $120 assessed with a cap of $2500."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045532","page":"https://plannerfees.com/planners/nvest-wise-llc-145063/"},{"crd":315904,"name":"NW Straits Financial Services","city":"Bellingham","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly rate is $300 per hour and is charged in half-hour increments."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044746","page":"https://plannerfees.com/planners/nw-straits-financial-services-315904/"},{"crd":110410,"name":"NWF Advisory Services Inc","city":"Los Angeles","state":"CA","fees":{"hourly":[50,300],"flat":[500,3000]},"sourceSentences":{"hourly":"Range: $50 - $300 per hour FINANCIAL PLANNING Financial planning services may be charged on an hourly or fixed fee arrangement based upon the fee schedules below and as agreed upon between you and our advisory representative.","flat":"Fixed or flat fees for a financial plan will range from $500 - $1,500 for the BASIC Plan, $1,500 - $3,000 for the INTERMEDIATE Plan and start at $3,000 for the ADVANCED Plan, depending on the nature and complexity of your circumstances."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037714","page":"https://plannerfees.com/planners/nwf-advisory-services-inc-110410/"},{"crd":124186,"name":"NWK Group","city":"San Francisco","state":"CA","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $2,500, depending on the specific arrangement reached with the client."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024146","page":"https://plannerfees.com/planners/nwk-group-124186/"},{"crd":296992,"name":"Nxt:gen Financial Planning","city":"Houston","state":"TX","fees":{"hourly":[200,300],"flat":[500,20000],"annual":[3600,7200]},"sourceSentences":{"hourly":"Nxt:Gen XLR8 Limited Scope Financial Planning via the Nxt:Gen XLR8 program can either be paid based off of an hourly rate of $200-$300 per hour, depending on complexity, or a fixed fee.","flat":"The fixed fee can range between $500 - $20,000.","annual":"Nxt:Gen Personal CFO Nxt:Gen Personal CFO consists of an ongoing annual fee of $3,600 to $7,200 paid either monthly or quarterly in advance."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027310","page":"https://plannerfees.com/planners/nxt-gen-financial-planning-296992/"},{"crd":170415,"name":"Nye Wealth Management LLC","city":"Hudson","state":"OH","fees":{"hourly":[75,250],"flat":[2500,10000]},"sourceSentences":{"flat":"NWM offers financial planning services on a fixed fee basis ranging from $2,500 to $10,000, which may be negotiable at the sole discretion of the Advisor depending on the nature and complexity of each Client’s circumstances.","hourly":"In certain instances, the Advisor may also offer financial planning services on an hourly basis ranging from $75 to $250 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011551","page":"https://plannerfees.com/planners/nye-wealth-management-llc-170415/"},{"crd":134005,"name":"O'bannon & Davis Inc.","city":"Williamsville","state":"NY","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"flat":"The firm charges a fee of $2,500 to produce a financial plan.","hourly":"Hourly fees of $250 per hour may be an alternative for some clients in cases where clients simply want a portfolio reviewed and assessed."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031955","page":"https://plannerfees.com/planners/o-bannon-davis-inc-134005/"},{"crd":292849,"name":"O'boyle Wealth Management, Inc.","city":"Beverly Hills","state":"CA","fees":{"hourly":[1000,1000],"flat":[50000,50000],"annual":[5000,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $1,000.","flat":"Flat fees will not exceed $50,000.","annual":"Joe O’Boyle acts as an RIA Advisory Board Member which was established by American Funds Distributors, Inc. in exchange for $5,000 per annum in addition to miscellaneous reimbursements tied to expenses incurred in conducting his duties."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032783","page":"https://plannerfees.com/planners/o-boyle-wealth-management-inc-292849/"},{"crd":144502,"name":"O'brien Asset Management","city":"Eliot","state":"ME","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"A rate of $200 per hour is charged (in half hour increments)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036733","page":"https://plannerfees.com/planners/o-brien-asset-management-144502/"},{"crd":149187,"name":"O'bryant & Associates, Inc.","city":"Jackson","state":"TN","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Consultation Services Hourly Consultation Services are offered based on an hourly fee of $300 per hour."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008503","page":"https://plannerfees.com/planners/o-bryant-associates-inc-149187/"},{"crd":168636,"name":"O'connor Financial Group LLC","city":"Quincy","state":"IL","fees":{"flat":[1500,1500],"monthly":[100,1000],"annual":[1000,40000]},"sourceSentences":{"annual":"Incidental cash is included in the assets upon which fees are assessed.​ ​ For clients charged pursuant to a flat fee schedule, the flat fee generally ranges from $1,000 to $40,000 per year, charged monthly in advance.","flat":"The one-time initial financial planning fee is typically $1,500 and the recurring monthly financial planning fee typically ranges between $100 to $1,000 per month, but such fees will vary based on the nature and complexity of a client’s financial situation Page 7 of 22 Date of Brochure:","monthly":"The one-time initial financial planning fee is typically $1,500 and the recurring monthly financial planning fee typically ranges between $100 to $1,000 per month, but such fees will vary based on the nature and complexity of a client’s financial situation Page 7 of 22 Date of Brochure:"},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057779","page":"https://plannerfees.com/planners/o-connor-financial-group-llc-168636/"},{"crd":172520,"name":"O'donnell Financial Services, LLC","city":"San Rafael","state":"CA","fees":{"hourly":[450,450],"flat":[1500,10000]},"sourceSentences":{"hourly":"Our hourly fees are $450 for financial advisors, $200 per hour for para-planners and $85 for administrative time.","flat":"Flat fees generally range from $1,500 to $10,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027577","page":"https://plannerfees.com/planners/o-donnell-financial-services-llc-172520/"},{"crd":129056,"name":"O'gorman Asset Management, Inc.","city":"Valley Cottage","state":"NY","fees":{"hourly":[200,200],"flat":[500,3000]},"sourceSentences":{"hourly":"Hourly engagements are at a rate of $200 per hour.","flat":"Fixed fee engagements range from $500 - $3,000."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014241","page":"https://plannerfees.com/planners/o-gorman-asset-management-inc-129056/"},{"crd":301894,"name":"O'grady Financial LLC","city":"Tampa","state":"FL","fees":{"flat":[500,1000],"monthly":[200,600]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500-$1,000 depending on complexity and needs of the clients, and an ongoing fee that is paid monthly, in arrears, at the rate of $200-$600 per month based on complexity and needs of the client. ​The fee may be…","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500-$1,000 depending on complexity and needs of the clients, and an ongoing fee that is paid monthly, in arrears, at the rate of $200-$600 per month based on complexity and needs of the client. ​The fee may be…"},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=588294","page":"https://plannerfees.com/planners/o-grady-financial-llc-301894/"},{"crd":297201,"name":"O'hara Wealth Management Inc","city":"Port Jefferson Station","state":"NY","fees":{"flat":[1500,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000995","page":"https://plannerfees.com/planners/o-hara-wealth-management-inc-297201/"},{"crd":132481,"name":"O'rourke & Company, Incorporated","city":"Boston","state":"MA","fees":{"hourly":[60,400],"flat":[500,5000]},"sourceSentences":{"hourly":"Hourly rates range from $60 to $400 per hour based upon the knowledge and experience of the individual providing the work.","flat":"Total costs for financial plans, whether per hour or on a fixed basis, generally range from $500 to $5,000 or more."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050801","page":"https://plannerfees.com/planners/o-rourke-company-incorporated-132481/"},{"crd":297726,"name":"O'rourke Financial","city":"Littleton","state":"CO","fees":{"hourly":[150,200],"flat":[600,2000]},"sourceSentences":{"flat":"This service is done on a fixed fee basis, ranging from $600 to $2,000 per plan.","hourly":"On limited occasions, financial planning may be done on an hourly basis at a rate of $150 to $200 per hour."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008730","page":"https://plannerfees.com/planners/o-rourke-financial-297726/"},{"crd":137192,"name":"Oak Advisors, LLC","city":"Bluffton","state":"SC","fees":{"hourly":[200,350],"flat":[1000,10000]},"sourceSentences":{"flat":"Similar advisory services may be available from other investment advisers for similar or lower fees. 7 FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE) The Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $10,000 on a fixed fee basis, and from $200 to $350 on an…","hourly":"Similar advisory services may be available from other investment advisers for similar or lower fees. 7 FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE) The Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $10,000 on a fixed fee basis, and from $200 to $350 on an…"},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006547","page":"https://plannerfees.com/planners/oak-advisors-llc-137192/"},{"crd":339012,"name":"Oak Bay Financial, LLC","city":"Henderson","state":"NV","fees":{"hourly":[400,750],"flat":[1500,20000],"monthly":[1000,5000]},"sourceSentences":{"hourly":"Financial Planning fee is an hourly rate between $400.00 and $750.00 per hour, depending on complexity.","flat":"The fixed fee can range between $1,500.00 and $20,000.00, depending on complexity.","monthly":"Financial Plan – Ongoing Consulting and Coaching Ongoing Consulting and Coaching consists of an ongoing fee that is paid monthly, in advance, at the rate of $1,000 - $5,000 per month."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041957","page":"https://plannerfees.com/planners/oak-bay-financial-llc-339012/"},{"crd":113778,"name":"Oak Brook Asset Management, Corporation","city":"Scottsdale","state":"AZ","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Fees for OBAMC advisory services are computed at an annualized percentage of assets under management on a sliding scale: $ Portfolio Size 0 - 2,499,999 2,500,000 – 4,999,999 5,000,000 + Annual % 1.0% 0.8% Negotiable OBAMC may charge a fee of $150/hour for financial planning services that do not include the…"},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002010","page":"https://plannerfees.com/planners/oak-brook-asset-management-corporation-113778/"},{"crd":283894,"name":"Oak Financial Planning and Coaching, LLC","city":"Maple Grove","state":"MN","fees":{"flat":[350,2500],"quarterly":[300,625]},"sourceSentences":{"flat":"Form ADV Part 2 - 20160710 Page 8 of 31 Types of Fees and Payment Schedule Financial Planning Services Multi-component planning engagements are assessed a fixed fee ranging from $350 to $2,500.","quarterly":"The fee ranges from $300 to $625 per quarter, which will depend on the complexity of the engagement, time involved, etc."},"brochureDate":"4/4/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=709928","page":"https://plannerfees.com/planners/oak-financial-planning-and-coaching-llc-283894/"},{"crd":173293,"name":"Oak Harvest Investment Services","city":"Houston","state":"TX","fees":{"hourly":[150,450],"flat":[2400,25000],"annual":[150,5000]},"sourceSentences":{"hourly":"Our hourly fees range between $150 to $450 an hour for advice delivered via financial consultations.","flat":"The negotiated cost for the completion of a financial plan is typically between $2400 and $25,000 depending on the scope and complexity of the client’s financial situation.","annual":"The negotiated annual cost for additional review, assistance, and monitoring is between $150 and $5,000 per year."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038190","page":"https://plannerfees.com/planners/oak-harvest-investment-services-173293/"},{"crd":140612,"name":"Oak Lane Advisors","city":"Centerville","state":"UT","fees":{"hourly":[250,300]},"sourceSentences":{"hourly":"Fee will be based on an approximate hourly rate of between $250-$300 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031479","page":"https://plannerfees.com/planners/oak-lane-advisors-140612/"},{"crd":322908,"name":"Oak Maple Finance, LLC","city":"Burlington","state":"VT","fees":{"hourly":[400,400],"flat":[1250,7500],"monthly":[200,625]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $200 - $625 per month.","flat":"Fixed fee rates range between $1,250 - $7,500.","hourly":"Our hourly rate is $400."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049549","page":"https://plannerfees.com/planners/oak-maple-finance-llc-322908/"},{"crd":226668,"name":"Oak Peak Financial","city":"Menlo Park","state":"CA","fees":{"flat":[1000,6000]},"sourceSentences":{"flat":"Project-based engagements are assessed fixed fees that range from $1,000 to $6,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027987","page":"https://plannerfees.com/planners/oak-peak-financial-226668/"},{"crd":139400,"name":"Oak Street Advisors","city":"Myrtle Beach","state":"SC","fees":{"hourly":[350,350],"annual":[5000,5000]},"sourceSentences":{"hourly":"Oak Street Advisors charges $350 per hour for initial or ongoing financial planning services prior to implementing the assets management fees listed below.","annual":"The minimum annual fee for any of our investment advisory services is $5,000."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044205","page":"https://plannerfees.com/planners/oak-street-advisors-139400/"},{"crd":288019,"name":"Oak Street Investments","city":"Greenwood Village","state":"CO","fees":{"hourly":[300,300],"flat":[3600,8200]},"sourceSentences":{"flat":"B) Financial Planning Fees for comprehensive financial planning or those more limited in scope, used to address one or more components of a financial plan, are assessed based on an agreed upon fixed rate, and range from $3600 to $8200.","hourly":"Clients are assessed an hourly flat rate as listed in the client agreement, but not to exceed $300 per 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Why or why not? How will you choose investments to recommend to me? What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean? WHAT FEES WILL I PAY? Our minimum…"},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025615","page":"https://plannerfees.com/planners/oak-wealth-advisors-llc-148832/"},{"crd":129112,"name":"Oakbourne Advisors","city":"Berkeley Heights","state":"NJ","fees":{"hourly":[300,300],"flat":[3000,10000]},"sourceSentences":{"flat":"Financial Planning and Consulting Services (Stand-Alone) Oakbourne Advisors’s financial planning and consulting fees are negotiable but can range from $3,000 to $10,000 on a fixed fee basis depending upon the scope and complexity of the services or are $300 per hour if engaged on an hourly rate basis.","hourly":"Financial Planning and Consulting Services (Stand-Alone) Oakbourne Advisors’s financial planning and consulting fees are negotiable but can range from $3,000 to $10,000 on a fixed fee basis depending upon the scope and complexity of the services or are $300 per hour if engaged on an hourly rate 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quarter.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $2,000 per quarter."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046635","page":"https://plannerfees.com/planners/oakgrowth-wealth-management-llc-311604/"},{"crd":153182,"name":"Oakleaf Asset Advisors","city":"Paso Robles","state":"CA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial planning services are billed at the rate of $150 per hour, set forth in the Financial Planning Agreement."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019506","page":"https://plannerfees.com/planners/oakleaf-asset-advisors-153182/"},{"crd":323914,"name":"Oakleigh Wealth 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fee with a minimum of $50,000 and the second being an asset-based fee ranging from 3 to 100 basis points with a minimum aggregate investable amount of $500,000.","hourly":"For project-based relationships with a defined objective or term, Oakmont Capital will charge a flat hourly fee ranging from $100 to $750 or a fixed fee with a minimum of $50,000 per project.","flat":"For project-based relationships with a defined objective or term, Oakmont Capital will charge a flat hourly fee ranging from $100 to $750 or a fixed fee with a minimum of $50,000 per project."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030917","page":"https://plannerfees.com/planners/oakmont-capital-management-llc-128939/"},{"crd":304150,"name":"Oakmonte Wealth Management","city":"Orlando","state":"FL","fees":{"flat":[150,4000]},"sourceSentences":{"flat":"OWM bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $150 and $4,000."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=858392","page":"https://plannerfees.com/planners/oakmonte-wealth-management-304150/"},{"crd":309759,"name":"Oaks Wealth Management","city":"Houston","state":"TX","fees":{"hourly":[300,300],"flat":[3000,5000],"annual":[5000,10000]},"sourceSentences":{"annual":"The minimum annual fee is $5,000 and the maximum annual fee is $10,000.","flat":"Fixed fee rates range from $3,000 to $5,000 Our hourly rate is $300 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.","hourly":"Fixed fee rates range from $3,000 to $5,000 Our hourly rate is $300 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020967","page":"https://plannerfees.com/planners/oaks-wealth-management-309759/"},{"crd":297609,"name":"Oakton Financial, LLC","city":"Reston","state":"VA","fees":{"flat":[2500,2500],"quarterly":[2000,2000],"annual":[8000,8000]},"sourceSentences":{"flat":"Our fee for the financial plan is $2,500.","annual":"Our fee is paid to our firm at the end of each calendar quarter per the following schedule: “Accumulators;” individuals and families who are 10 or more years from retirement will be assessed an annual fee of $8,000* ($2,000 per quarter).","quarterly":"Our fee is paid to our firm at the end of each calendar quarter per the following schedule: “Accumulators;” individuals and families who are 10 or more years from retirement will be assessed an annual fee of $8,000* ($2,000 per quarter)."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024006","page":"https://plannerfees.com/planners/oakton-financial-llc-297609/"},{"crd":146022,"name":"Oaktree Financial Planning and Consulting","city":"Basking Ridge","state":"NJ","fees":{"hourly":[350,350],"flat":[500,500]},"sourceSentences":{"hourly":"Our current hourly fee is $350 per hour and will be billed for the actual time spent by our firm, assessed in six minute increments, and a partial increment will be treated as a whole.","flat":"We may require a deposit for either hourly or fixed fee engagements in the amount of the lesser of $500 or one-half of the lower-end of the estimated fee 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$300/hour."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009035","page":"https://plannerfees.com/planners/oatley-diak-llc-123589/"},{"crd":332815,"name":"Obar Wealth Management LLC","city":"Lake Forest","state":"IL","fees":{"hourly":[275,275],"annual":[7500,7500]},"sourceSentences":{"annual":"For Clients with less than $750,000 in managed assets For Clients with more than $750,000 in managed assets The annual fee for OWM’s Investment Management services is $7,500.","hourly":"We charge an hourly fee of $275, paid upon completion, for Project-Based Financial Planning."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018501","page":"https://plannerfees.com/planners/obar-wealth-management-llc-332815/"},{"crd":155640,"name":"Obel Financial Advisors","city":"San 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the client.","hourly":"Financial Planning is offered at an hourly rate at $350 per hour and may be negotiable."},"brochureDate":"2/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013066","page":"https://plannerfees.com/planners/objective-wealth-llc-305321/"},{"crd":287483,"name":"Obn Wealth Advisors","city":"Lake Spivey","state":"GA","fees":{"monthly":[200,400]},"sourceSentences":{"monthly":"We are paid a xed fee for this service at the rate of $200 to $400 per month, which may be paid on a monthly or quarterly basis."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006133","page":"https://plannerfees.com/planners/obn-wealth-advisors-287483/"},{"crd":325454,"name":"Obran Capital Advisors LLC","city":"Boston","state":"MA","fees":{"hourly":[400,400],"quarterly":[750,750]},"sourceSentences":{"quarterly":"Our minimum quarterly fee requirement is $750 to establish or maintain a portfolio under our management, although OCA may reduce or waive the minimum fee on a case-by-case basis.","hourly":"Initial Financial Plan OCA charges a fixed fee for initial financial plans, ranging from 12 to 18 hours, based on our hourly rate of $400."},"brochureDate":"6/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048764","page":"https://plannerfees.com/planners/obran-capital-advisors-llc-325454/"},{"crd":310666,"name":"Obsidian Wisdom","city":"Fleming Island","state":"FL","fees":{"annual":[2500,7500]},"sourceSentences":{"annual":"We are paid a fixed (“retainer”) fee for this service at the rate of $2,500 to $7,500 per year that is to be paid in equal quarterly 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assistants."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029183","page":"https://plannerfees.com/planners/occam-capital-management-llc-108201/"},{"crd":133124,"name":"Ocean Advisors, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[300,300],"monthly":[300,300]},"sourceSentences":{"hourly":"The fees for these services may be based on an agreed upon flat-fee or an hourly rate billed at $300 per hour.","monthly":"However, there is a minimal annual investment management fee of $3,600 ($300 per month) which may make engaging Ocean Advisors, LLC, more expensive than other investment advisors for accounts below $360,000."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006916","page":"https://plannerfees.com/planners/ocean-advisors-llc-133124/"},{"crd":292434,"name":"Ocean Breeze Wealth LLC","city":"Winter 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charges a negotiable fixed fee between $1,000 and $10,000 based on complexity and unique Client needs."},"brochureDate":"4/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041023","page":"https://plannerfees.com/planners/oceanair-wealth-335107/"},{"crd":146135,"name":"Oceanic Capital Management LLC","city":"Red Bank","state":"NJ","fees":{"hourly":[350,350],"flat":[3500,5000]},"sourceSentences":{"flat":"Financial planning services fees typically range from between $3,500 to $5,000 per plan, depending on the degree of complexity.","hourly":"If the client decides to terminate services before completion of the plan, OCM will calculate the fees owed based on the time incurred multiplied by the firm’s $350 hourly rate, then return the difference to the client or bill for any balance due."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041333","page":"https://plannerfees.com/planners/oceanic-capital-management-llc-146135/"},{"crd":168062,"name":"Oceaniq Capital, LLC","city":"Palo Alto","state":"CA","fees":{"hourly":[500,500],"flat":[10000,100000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees range from $10,000 to $100,000."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049297","page":"https://plannerfees.com/planners/oceaniq-capital-llc-168062/"},{"crd":119952,"name":"Oda and Company, Inc.","city":"Medina","state":"OH","fees":{"hourly":[150,300],"flat":[2000,5000]},"sourceSentences":{"flat":"The fixed fees range between $2,000 and $5,000.","hourly":"We assess an hourly rate that ranges from $150 to $300 an hour for financial 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services."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008188","page":"https://plannerfees.com/planners/oder-investment-management-llc-134506/"},{"crd":297861,"name":"Odingard Capital Management","city":"Tulsa","state":"OK","fees":{"quarterly":[1250,1250],"annual":[5000,5000]},"sourceSentences":{"quarterly":"However, a client with only $400,000 under OCM management will be charged $1,250 per quarter, or $5,000 per year.","annual":"However, a client with only $400,000 under OCM management will be charged $1,250 per quarter, or $5,000 per year."},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041793","page":"https://plannerfees.com/planners/odingard-capital-management-297861/"},{"crd":299034,"name":"Odyssey Capital Advisors Inc.","city":"Bala 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of…"},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002142","page":"https://plannerfees.com/planners/off-trail-works-llc-337378/"},{"crd":326855,"name":"Og Advisory Group, LLC","city":"Roanoke","state":"VA","fees":{"flat":[300,1200]},"sourceSentences":{"flat":"AND CONSULTING OGAG charges a fixed fee of $300 - $1,200 based on complexity and unique Client needs for financial planning."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=954639","page":"https://plannerfees.com/planners/og-advisory-group-llc-326855/"},{"crd":318003,"name":"Ogden, Thomas","city":"Monterey","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"For standalone financial planning engagements, the Advisor offers financial planning services at an hourly rate of $500."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045957","page":"https://plannerfees.com/planners/ogden-thomas-318003/"},{"crd":326777,"name":"Oglesby Wealth Strategies, LLC","city":"Watkinsville","state":"GA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Consultation Services Hourly Consultation Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013746","page":"https://plannerfees.com/planners/oglesby-wealth-strategies-llc-326777/"},{"crd":330600,"name":"Oh Cap Asset Management","city":"Frisco","state":"TX","fees":{"flat":[1000,3000]},"sourceSentences":{"flat":"Project-Based Planning Broad-based planning engagements are assessed a fixed (project-based) fee that ranges from $1,000 to $3,000."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=955893","page":"https://plannerfees.com/planners/oh-cap-asset-management-330600/"},{"crd":322120,"name":"Oikonomos Asset Management, LLC","city":"Oakland","state":"MI","fees":{"flat":[1200,4800]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,200 and $4,800."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003999","page":"https://plannerfees.com/planners/oikonomos-asset-management-llc-322120/"},{"crd":323417,"name":"Old Forge Wealth Management, LLC","city":"Warwick","state":"RI","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Hourly Fees are set at $450 an hour."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059764","page":"https://plannerfees.com/planners/old-forge-wealth-management-llc-323417/"},{"crd":313025,"name":"Old Growth Financial LLC","city":"Portland","state":"OR","fees":{"hourly":[300,300],"flat":[1000,4000],"annual":[2400,7200]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing financial planning consists of an initial setup fee ranging from $1,000-$4,000 depending on a client’s financial profile and services to be rendered.","annual":"This fee ranges from $2,400 to $7,200 annually, paid monthly in arrears.","hourly":"In the event of early termination, any additional earned fees will be billed at a rate of $300.00 per hour and any completed deliverables of the project will be provided to the client and no further fees will be charged."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014845","page":"https://plannerfees.com/planners/old-growth-financial-llc-313025/"},{"crd":140381,"name":"Old Mission Investment Company, LLC","city":"Traverse City","state":"MI","fees":{"hourly":[150,275],"flat":[500,10000]},"sourceSentences":{"hourly":"For clients seeking to engage Old Mission Investment Company for financial planning or consultation services may be billed for these services at a rate between $150 and $275 per hour depending on the complexity and scope of the project.","flat":"Additionally, clients may engage Old Mission Investment Company on a 'project basis' with fees ranging from $500 to $10,000."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059815","page":"https://plannerfees.com/planners/old-mission-investment-company-llc-140381/"},{"crd":122500,"name":"Old Oak Financial Planning, Inc.","city":"Brighton","state":"MI","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Hourly Fees are $125 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015924","page":"https://plannerfees.com/planners/old-oak-financial-planning-inc-122500/"},{"crd":154804,"name":"Old Peak Finance","city":"Chapel Hill","state":"NC","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"The annual financial planning fee may be greater than $10,000 for clients with unusually complex financial 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hourly basis, ranging from $100 to $350 per hour."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039726","page":"https://plannerfees.com/planners/old-school-capital-llc-118226/"},{"crd":163125,"name":"Old Security Group","city":"West Chester","state":"PA","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"AND CONSULTING OSG charges either on an hourly basis of $250, a fixed fee basis ranging between $500 and $1,500 for a basic plan or $1,500 to $5,000 for a comprehensive plan."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058992","page":"https://plannerfees.com/planners/old-security-group-163125/"},{"crd":329714,"name":"Olde World Investments","city":"Napa","state":"CA","fees":{"flat":[600,1200]},"sourceSentences":{"flat":"The financial planning invoice will be provided each time we assess our fee, and it will include the​ ​fee to be charged, the formula used to calculate our fee, the time period covered by the fee and the fee​ ​calculation itself.​ ​ roject-based planning engagements are assessed fixed fee that ranges from $600 to…"},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002914","page":"https://plannerfees.com/planners/olde-world-investments-329714/"},{"crd":339739,"name":"Oldfather Financial Services","city":"Kearney","state":"NE","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046570","page":"https://plannerfees.com/planners/oldfather-financial-services-339739/"},{"crd":332765,"name":"Oldfield Wealth 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you."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010468","page":"https://plannerfees.com/planners/omega-financial-group-llc-164147/"},{"crd":342402,"name":"Omega Strategies LLC","city":"Verona Township","state":"NJ","fees":{"hourly":[250,250],"flat":[1000,1000],"monthly":[25,25]},"sourceSentences":{"flat":"Financial Plans are offered based on a flat fee of $1,000.","hourly":"Financial Projects are offered based on an hourly fee of $250 per hour.","monthly":"NEWSLETTER SUBSCRIPTION Omega charges a fee of $25/month for a weekly newsletter."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057509","page":"https://plannerfees.com/planners/omega-strategies-llc-342402/"},{"crd":132580,"name":"Omega Wealth Management LLC","city":"Arlington","state":"VA","fees":{"hourly":[250,350],"annual":[20000,20000]},"sourceSentences":{"annual":"While fees generally begin at $20,000 annually, they vary based on the scope and complexity of services and may exceed this level.","hourly":"In certain circumstances, fees for specific administrative and other consulting services will be billed on an hourly basis, ranging from $250 - $350 per hour, depending on the nature and complexity of each client's circumstances."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022862","page":"https://plannerfees.com/planners/omega-wealth-management-llc-132580/"},{"crd":165250,"name":"Omicron Advisors, LLC","city":"Lancaster","state":"PA","fees":{"hourly":[350,350],"annual":[2500,10000]},"sourceSentences":{"annual":"These fees on average range from $2,500-$10,000 annually, depending on the complexity of the situation and the needs of the client.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services will not exceed $350."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025906","page":"https://plannerfees.com/planners/omicron-advisors-llc-165250/"},{"crd":124878,"name":"Omni 360 Wealth, Inc.","city":"Plainsboro","state":"NJ","fees":{"hourly":[320,320],"flat":[1500,18000],"annual":[1000,12000]},"sourceSentences":{"flat":"The fixed fee for an initial plan with one year of follow-up can range from $1,500 - $18,000.","annual":"Annual Updates of a financial plan range from $1,000 - $12,000 per year.","hourly":"The standard hourly rate for financial planning services is $320 for partners, $280 for senior advisors, $180 for junior advisors and $90 for administrative staff."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016414","page":"https://plannerfees.com/planners/omni-360-wealth-inc-124878/"},{"crd":329893,"name":"Omni Investment Solutions LLC","city":"Mesa","state":"AZ","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042703","page":"https://plannerfees.com/planners/omni-investment-solutions-llc-329893/"},{"crd":334906,"name":"Omni Wealth Planning, LLC","city":"West Lafayette","state":"IN","fees":{"hourly":[125,250],"flat":[1200,8000]},"sourceSentences":{"flat":"OWP charges either fixed or hourly fees for Project-Based Financial Planning. 7 Fixed-fee rates range between $1,200 and $8,000.","hourly":"Hourly fee rates range between $125-$250."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041607","page":"https://plannerfees.com/planners/omni-wealth-planning-llc-334906/"},{"crd":170909,"name":"Omnia Family Wealth, LLC","city":"Aventura","state":"FL","fees":{"flat":[10000,100000]},"sourceSentences":{"flat":"Stand-alone financial planning services are offered for a fixed fee ranging from $10,000 to $100,000."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049266","page":"https://plannerfees.com/planners/omnia-family-wealth-llc-170909/"},{"crd":172108,"name":"Omnidivitia Wealth Management, Inc.","city":"Flossmoor","state":"IL","fees":{"monthly":[100,100]},"sourceSentences":{"monthly":"FINANCIAL ADVICE SUBSCRIPTION SERVICE ODWM charges a fixed fee for our Financial Advice Subscription Service of $100 per month."},"brochureDate":"2/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007270","page":"https://plannerfees.com/planners/omnidivitia-wealth-management-inc-172108/"},{"crd":327041,"name":"Omnikey Investment Advisors","city":"Fontana","state":"CA","fees":{"hourly":[200,200],"flat":[200,10000],"monthly":[29,29]},"sourceSentences":{"flat":"Fixed fee rates range between $200 and $10,000.","monthly":"Fees are paid monthly in advance at the rate of $29 per month.","hourly":"All existing ongoing financial planning clients of OIA will receive access to the Real Estate investing club at no additional charge, however, no clients are required to participate in the Real Estate Investing Club. 8 Hourly Consultations Our hourly rate is $200."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014549","page":"https://plannerfees.com/planners/omnikey-investment-advisors-327041/"},{"crd":298025,"name":"Omnitrust Wealth Management, Inc.","city":"Jacksonville","state":"FL","fees":{"hourly":[175,175],"flat":[1500,10000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $1,500 and $10,000.","hourly":"The hourly fee for these services is $175."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013783","page":"https://plannerfees.com/planners/omnitrust-wealth-management-inc-298025/"},{"crd":342139,"name":"Omnivest","city":"Casper","state":"WY","fees":{"flat":[7500,15000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $7,500 and $15,000."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056088","page":"https://plannerfees.com/planners/omnivest-342139/"},{"crd":305142,"name":"Omniwealth Investments LLC","city":"Lewisburg","state":"PA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"The fixed fee can range between $1,000 and $10,000, depending on complexity and scope of the project."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032931","page":"https://plannerfees.com/planners/omniwealth-investments-llc-305142/"},{"crd":317800,"name":"Omsai Com LLC","city":"Chantilly","state":"VA","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance.","flat":"OMSAI COM will charge a fixed fee for comprehensive financial planning services in the range of $500 to $5,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021711","page":"https://plannerfees.com/planners/omsai-com-llc-317800/"},{"crd":132172,"name":"On Course Financial Planning","city":"Woodinville","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"This negotiable rate would normally not exceed $200 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=976054","page":"https://plannerfees.com/planners/on-course-financial-planning-132172/"},{"crd":311185,"name":"On Keel Capital","city":"Mill Valley","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for specific administrative and consulting services for advisory clients will be billed at an hourly rate of $250 per hour, depending on the complexity, needs, and circumstances of the client, upon mutual agreement with the client, and shall be due and payable as earned."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044843","page":"https://plannerfees.com/planners/on-keel-capital-311185/"},{"crd":300306,"name":"On Target Financial Planning","city":"West Chester","state":"PA","fees":{"hourly":[275,275],"flat":[2499,7500],"monthly":[199,349]},"sourceSentences":{"flat":"Fixed fee rates range from $2,499 - $7,500.","monthly":"Upon delivery of the Comprehensive Financial Plan, we charge a recurring fixed fee of $199 - $349 per month for Ongoing Financial Planning.","hourly":"Financial Planning We charge an hourly fee of $275."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021170","page":"https://plannerfees.com/planners/on-target-financial-planning-300306/"},{"crd":297393,"name":"On the Trail Financial Planning, LLC","city":"Walnut Creek","state":"CA","fees":{"flat":[3000,3000],"annual":[4000,4000]},"sourceSentences":{"annual":"Ongoing financial Planning consists of an upfront charge of up to $2,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $4000 per year (minimum) or more, depending on complexity and needs of the client.","flat":"The fee for a one-time plan is $3000."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052987","page":"https://plannerfees.com/planners/on-the-trail-financial-planning-llc-297393/"},{"crd":305302,"name":"On Track To Retire LLC","city":"Livonia","state":"MI","fees":{"hourly":[120,120],"flat":[650,1200]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $650 and $1,200.","hourly":"The hourly rate is $120 per hour."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003553","page":"https://plannerfees.com/planners/on-track-to-retire-llc-305302/"},{"crd":161614,"name":"One Advisory Partners, LLC","city":"Overland Park","state":"KS","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"ONE charges a minimum annual fee of $10,000 but may waive the requirement at its discretion."},"brochureDate":"4/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040337","page":"https://plannerfees.com/planners/one-advisory-partners-llc-161614/"},{"crd":277047,"name":"One Brick Planning & Consulting, LLC","city":"Greenwood Village","state":"CO","fees":{"hourly":[150,300],"flat":[2500,250000],"monthly":[50,1000]},"sourceSentences":{"monthly":"Ongoing Planning consists of an upfront charge of $500-$3000 and an ongoing fee that is paid monthly, in arrears, at the rate of $50.00-$1,000 per month, depending on complexity of the case and needs of the client.","hourly":"The hourly fee for these services ranges between $150.00 - $300.00.","flat":"A flat fee is generally between $2,500 and $250,000, with a minimum fee of $2,500."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020640","page":"https://plannerfees.com/planners/one-brick-planning-consulting-llc-277047/"},{"crd":284335,"name":"One Day in July LLC","city":"Burlington","state":"VT","fees":{"annual":[1200,1200]},"sourceSentences":{"annual":"The minimum Advisory Fee of $1,200 per year shall be adjusted for inflation every three years and rounded up to the nearest $100 based upon the Consumer Price Index."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006216","page":"https://plannerfees.com/planners/one-day-in-july-llc-284335/"},{"crd":296786,"name":"One Day Wealth","city":"Seattle","state":"WA","fees":{"hourly":[350,350],"flat":[1000,20000],"quarterly":[600,5000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge in the range of $1,000 to $20,000.","quarterly":"In addition, an ongoing quarterly fee between $600 and $5,000 will be charged for continued ongoing services.","hourly":"This quarterly fee is paid in arrears for earned services that are rendered over the term of the agreement and is determined by the estimated number of hours needed to deliver the agreed upon services (rate of $350/hour)."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024107","page":"https://plannerfees.com/planners/one-day-wealth-296786/"},{"crd":324966,"name":"One Financial Design, LLC","city":"Hingham","state":"MA","fees":{"hourly":[350,350],"flat":[400,5000],"monthly":[500,5000],"annual":[2000,14000]},"sourceSentences":{"annual":"Fees are paid monthly or quarterly in advance, ranging from $2,000 - $14,000 per year.","flat":"Fixed fee rates range between $400 - $5,000.","hourly":"Our hourly rate is $350.","monthly":"Financial Consulting Financial Consulting is offered to businesses at a rate of $500 - $5,000 per month, paid in advance, depending on complexity of the topics being covered and the number of employees in the business."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020929","page":"https://plannerfees.com/planners/one-financial-design-llc-324966/"},{"crd":338319,"name":"One Life Advisory","city":"Coleman","state":"TX","fees":{"flat":[400,400],"monthly":[100,500],"annual":[3600,15000]},"sourceSentences":{"flat":"Standalone Financial Planning Financial planning offered on a standalone basis carries a one-time initiation fee of $400, payable upon execution of the financial planning agreement, plus an annual fee ranging from $3,600 to $15,000, billed monthly in arrears.","annual":"Standalone Financial Planning Financial planning offered on a standalone basis carries a one-time initiation fee of $400, payable upon execution of the financial planning agreement, plus an annual fee ranging from $3,600 to $15,000, billed monthly in arrears.","monthly":"Ongoing Subscription Financial Planning 5 The negotiated fixed rate for ongoing subscription financial planning is between $100 and $500 per month."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059983","page":"https://plannerfees.com/planners/one-life-advisory-338319/"},{"crd":321998,"name":"One Stop Advisor LLC","city":"Lancaster","state":"PA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"We are compensated for project-based plans on a fixed fee basis ranging from $1,000 to $10,000 per plan."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017683","page":"https://plannerfees.com/planners/one-stop-advisor-llc-321998/"},{"crd":170910,"name":"One Wealth Advisors, LLC","city":"San Francisco","state":"CA","fees":{"flat":[1000,50000]},"sourceSentences":{"flat":"Clients may choose to engage the Advisor separately for a fixed fee engagement ranging from $1,000 to $50,000."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058048","page":"https://plannerfees.com/planners/one-wealth-advisors-llc-170910/"},{"crd":331395,"name":"One Wealth Capital Management, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[250,250],"flat":[10000,100000],"monthly":[500,500]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $10,000 to $100,000.","hourly":"Upon termination, fees will be prorated to the date of termination, and any unearned portion of the fee will be refunded to you based on the agreed upon hourly rate (not to exceed $250.00).","monthly":"The recurring flat fee for the Platinum Services Program is $500 per month, with a minimum fee of $6,000 covering the Initial Term."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058359","page":"https://plannerfees.com/planners/one-wealth-capital-management-llc-331395/"},{"crd":288030,"name":"One Wealth Investors","city":"Boca Raton","state":"FL","fees":{"hourly":[250,250],"annual":[10000,100000]},"sourceSentences":{"annual":"As a general guideline, such fees can range from $10,000 to $100,000 per annum.","hourly":"Alternatively, the Adviser may agree to render financial planning services at an hourly rate of $250 per hour, payable monthly in arrears."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017331","page":"https://plannerfees.com/planners/one-wealth-investors-288030/"},{"crd":328631,"name":"One Wealth Planning LLC","city":"Waxahachie","state":"TX","fees":{"flat":[2500,12000],"monthly":[150,500]},"sourceSentences":{"flat":"For preparation of a one-time plan, fees will range from $2,500 to $12,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the number of hours to complete the engagement and the different reports to be produced 2.","monthly":"As a fixed fee, typically ranging from $150-$500 per month, for clients with assets under $500,000."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000098","page":"https://plannerfees.com/planners/one-wealth-planning-llc-328631/"},{"crd":333774,"name":"One Wild Life Advisors LLC","city":"Chicago","state":"IL","fees":{"hourly":[400,400],"flat":[6000,6000],"annual":[10000,10000]},"sourceSentences":{"annual":"Fees are paid monthly or quarterly in advance, with fees starting at $10,000 per year.","flat":"Fixed fee rates start at $6,000.","hourly":"We may offer advice on single subject financial planning/general consulting services at an hourly rate of $400."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041350","page":"https://plannerfees.com/planners/one-wild-life-advisors-llc-333774/"},{"crd":329940,"name":"One Xvi Wealth","city":"Southlake","state":"TX","fees":{"hourly":[250,250],"flat":[1500,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 to $10,000 Our hourly rate is $250. 8 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.","hourly":"Fixed fee rates range between $1,500 to $10,000 Our hourly rate is $250. 8 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015247","page":"https://plannerfees.com/planners/one-xvi-wealth-329940/"},{"crd":333778,"name":"One-Up Financial","city":"Erie","state":"PA","fees":{"flat":[250,750]},"sourceSentences":{"flat":"Fees are paid quarterly in advance, ranging from $250 to $750."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042568","page":"https://plannerfees.com/planners/one-up-financial-333778/"},{"crd":323305,"name":"Oneascent Family Offices","city":"Birmingham","state":"AL","fees":{"hourly":[125,500],"flat":[0,15000],"annual":[1000,100000]},"sourceSentences":{"hourly":"Our hourly charge is between $125 and $500 per hour, depending on the professional working on the project.","flat":"Fixed fees will typically be between $0 and $15,000, and in special circumstances, can be greater than $100,000.","annual":"Flat fees will be between $1,000 and $100,000 per annum."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054957","page":"https://plannerfees.com/planners/oneascent-family-offices-323305/"},{"crd":284549,"name":"Oneascent Financial Services LLC","city":"Birmingham","state":"AL","fees":{"hourly":[125,500],"flat":[0,15000],"annual":[1000,100000]},"sourceSentences":{"hourly":"Our typical hourly charge is between $125 and $500 per hour, depending on the professional working on the project.","flat":"Fixed fees will typically be between $0 and $15,000, and in special circumstances, can be greater than $100,000.","annual":"Flat fees will be between $1,000 and $100,000 per annum."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054955","page":"https://plannerfees.com/planners/oneascent-financial-services-llc-284549/"},{"crd":308057,"name":"Oneascent Wealth Management","city":"Birmingham","state":"AL","fees":{"hourly":[125,500],"flat":[0,15000],"annual":[1000,100000]},"sourceSentences":{"hourly":"Our typical hourly charge is between $125 and $500 per hour, depending on the professional working on the project.","flat":"Fixed fees will typically be between $0 and $15,000, and in special circumstances, can be greater than $100,000.","annual":"Flat fees will be between $1,000 and $100,000 per annum."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054956","page":"https://plannerfees.com/planners/oneascent-wealth-management-308057/"},{"crd":155391,"name":"Onemoney","city":"La Jolla","state":"CA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Hourly fees are billed at a rate of $400."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015643","page":"https://plannerfees.com/planners/onemoney-155391/"},{"crd":165177,"name":"Onesta Wealth Management, LLC","city":"Sacramento","state":"CA","fees":{"hourly":[350,350],"flat":[350,15500]},"sourceSentences":{"hourly":"Services are offered based on a negotiable hourly fee of $350 per hour.","flat":"Services are offered based on a negotiable fixed fee between $350 and $15,500 based on complexity and unique client needs."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020085","page":"https://plannerfees.com/planners/onesta-wealth-management-llc-165177/"},{"crd":321632,"name":"Onitus Capital, LLC","city":"Newport Beach","state":"CA","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016833","page":"https://plannerfees.com/planners/onitus-capital-llc-321632/"},{"crd":300073,"name":"Onplane Financial Advisors","city":"Poolesville","state":"MD","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The advisory fee will not exceed the equivalent of $500 per hour based on our good‑faith estimate of time required at onboarding and as reviewed at least annually."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035186","page":"https://plannerfees.com/planners/onplane-financial-advisors-300073/"},{"crd":292834,"name":"Onroute Financial","city":"Haddonfield","state":"NJ","fees":{"hourly":[250,250],"flat":[0,10000],"monthly":[100,1000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $0 to $10,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100 - $1,000 per month based on complexity.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $0 to $10,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100 - $1,000 per month based on complexity.","hourly":"Financial Planning engagements are offered at an hourly rate of $250."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027331","page":"https://plannerfees.com/planners/onroute-financial-292834/"},{"crd":312663,"name":"Onus Observer LLC","city":"San 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$275."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058157","page":"https://plannerfees.com/planners/onward-financial-advising-llc-329602/"},{"crd":306097,"name":"Onyx Bridge Wealth Group LLC","city":"Tarrytown","state":"NY","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"The maximum hourly fee to be charged for our financial planning and consulting services will not exceed $500; and flat fees to be charged for such services will not exceed $10,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034125","page":"https://plannerfees.com/planners/onyx-bridge-wealth-group-llc-306097/"},{"crd":134881,"name":"Onyx Financial Advisors, LLC","city":"Idaho Falls","state":"ID","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"The minimum annual fee is $2,500."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009625","page":"https://plannerfees.com/planners/onyx-financial-advisors-llc-134881/"},{"crd":331330,"name":"Onyx Wealth Management LLC","city":"Lakewood","state":"NJ","fees":{"hourly":[250,250],"flat":[350,5000]},"sourceSentences":{"hourly":"Onyx Wealth’s financial planning and consulting fees are negotiable, but generally are $250 on an hourly rate basis, and from $350 to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","flat":"Onyx Wealth’s financial planning and consulting fees are negotiable, but generally are $250 on an hourly rate basis, and from $350 to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012901","page":"https://plannerfees.com/planners/onyx-wealth-management-llc-331330/"},{"crd":332972,"name":"Onyx Wealth Management, LLC","city":"Durham","state":"NC","fees":{"flat":[250,10000],"quarterly":[750,750]},"sourceSentences":{"quarterly":"Thereafter the fees will be based on a flat quarterly fee of $750 per quarter charged at the beginning of each quarter.","flat":"AND CONSULTING OWM charges a negotiable fixed fee for financial planning and consulting services between $250 and $10,000 dependent upon the complexity of the Client’s specific situation."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008141","page":"https://plannerfees.com/planners/onyx-wealth-management-llc-332972/"},{"crd":123173,"name":"Open Door Investment Advisors, Inc.","city":"Austin","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"In such cases, we may decide to charge a reasonable fee, priced at our standard hour rate of $200 per hour plus actual expense incurred."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056811","page":"https://plannerfees.com/planners/open-door-investment-advisors-inc-123173/"},{"crd":329943,"name":"Open Path Financial","city":"Goleta","state":"CA","fees":{"hourly":[425,425]},"sourceSentences":{"hourly":"As of May 1, 2025, our regular hourly rate is $425 per hour."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030503","page":"https://plannerfees.com/planners/open-path-financial-329943/"},{"crd":338471,"name":"Open Prairie Wealth Management","city":"Omaha","state":"NE","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Services are billed at a fixed hourly rate of $300 per hour."},"brochureDate":"10/20/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=993962","page":"https://plannerfees.com/planners/open-prairie-wealth-management-338471/"},{"crd":175296,"name":"Open Range Financial Group, LLC","city":"Waco","state":"TX","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"Flat fees will not exceed $10,000."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053475","page":"https://plannerfees.com/planners/open-range-financial-group-llc-175296/"},{"crd":342017,"name":"Open Water Advisory Partners","city":"Yucaipa","state":"CA","fees":{"hourly":[350,350],"flat":[2500,2500]},"sourceSentences":{"flat":"Fixed-fee financial planning engagements are generally offered for $2,500; however, fees may vary depending on the scope and complexity of the services provided.","hourly":"Hourly financial planning and consulting services are offered at a rate of $350 per hour."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054927","page":"https://plannerfees.com/planners/open-water-advisory-partners-342017/"},{"crd":298943,"name":"Open Wealth Network","city":"Pottstown","state":"PA","fees":{"hourly":[300,300],"monthly":[300,1000]},"sourceSentences":{"monthly":"On an annual basis there will be a full review of this plan to ensure its accuracy and ongoing appropriateness. 13 Financial planning clients are subject to a flat annual fee, payable monthly or quarterly, in arrears, at the rate of $300-$1,000 per month.","hourly":"This service is billed at an hourly rate of $300 per hour with a minimum of a 5-hour commitment."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015144","page":"https://plannerfees.com/planners/open-wealth-network-298943/"},{"crd":131562,"name":"Open Window Financial Solutions, LTD.","city":"Reno","state":"NV","fees":{"hourly":[650,650]},"sourceSentences":{"hourly":"Registrant’s planning and consulting fee is negotiable, but the Registrant generally charges on an hourly rate basis at $650 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019862","page":"https://plannerfees.com/planners/open-window-financial-solutions-ltd-131562/"},{"crd":297350,"name":"Open World Financial Life Planning","city":"Raleigh","state":"NC","fees":{"hourly":[300,300],"annual":[3000,7500]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at an hourly rate of $300 per hour.","annual":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee that is paid in monthly installments, in arrears, at the rate of $3,000 to $7,500 annually, depending on complexity and the needs of the client.The annual fee will be paid in 12 monthly installments."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009159","page":"https://plannerfees.com/planners/open-world-financial-life-planning-297350/"},{"crd":300362,"name":"Openair Financial, LLC","city":"Southlake","state":"TX","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Services are offered based on a flat fee of $5000."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056103","page":"https://plannerfees.com/planners/openair-financial-llc-300362/"},{"crd":336837,"name":"Openarc Corporate Advisory, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057451","page":"https://plannerfees.com/planners/openarc-corporate-advisory-llc-336837/"},{"crd":330399,"name":"Openhanded Wealth LLC","city":"Holly Springs","state":"GA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"The fee for Project-Based Financial Planning typically is $1,500, though fees are negotiable and may vary based on the scope and complexity of the engagement, with the final fee outlined in the Advisory Contract."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054016","page":"https://plannerfees.com/planners/openhanded-wealth-llc-330399/"},{"crd":168344,"name":"Opinicus","city":"Tampa","state":"FL","fees":{"hourly":[85,500],"flat":[3500,3500],"annual":[4200,4200]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fixed rate for creating a comprehensive financial plan begins at a minimum of $3,500.","hourly":"Depending upon the Opinicus Specialist utilized, the complexity of the situation and the needs of the client, the hourly fee for these services is between $85 and $500.","annual":"WAC Semi-Annual Opinicus charges a minimum program fee of $4,200 per year for the WAC Semi-Annual Program."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013838","page":"https://plannerfees.com/planners/opinicus-168344/"},{"crd":15168,"name":"Oppenheimer + Close, LLC","city":"New York","state":"NY","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Oppenheimer at $450/hour, Carl K."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028725","page":"https://plannerfees.com/planners/oppenheimer-close-llc-15168/"},{"crd":299965,"name":"Optas, LLC","city":"Dripping Springs","state":"TX","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The maximum hourly rate to be charged will not exceed $500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034122","page":"https://plannerfees.com/planners/optas-llc-299965/"},{"crd":299179,"name":"Opti Bloom Advisors LLC","city":"Alpharetta","state":"GA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040493","page":"https://plannerfees.com/planners/opti-bloom-advisors-llc-299179/"},{"crd":326155,"name":"Optimal Investment Performance, LLC","city":"American Fork","state":"UT","fees":{"hourly":[300,300],"flat":[3800,3800]},"sourceSentences":{"flat":"Complete Financial Review, Investment Plan, and Implementation Support The fixed, one-time fee is typically $3,800 but may range from $2,200 to $5,800 depending on the complexity of the client’s needs.","hourly":"Ad-hoc Consultations OIP offers consultations on a variety of financial and investment topics at an hourly rate of $300 per hour or for a negotiated fixed fee agreed to by the client prior to inception of the project."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035805","page":"https://plannerfees.com/planners/optimal-investment-performance-llc-326155/"},{"crd":334673,"name":"Optimalpath Advisors, LLC","city":"Church Hill","state":"TN","fees":{"hourly":[125,200],"flat":[1500,5000],"annual":[3000,6000]},"sourceSentences":{"flat":"Navigator – Ongoing Financial Planning (Advice Only) Onboarding / Initial Planning Fee: $1,500 – $5,000.","annual":"Annual fee of $3,000 – $6,000, billed monthly or quarterly in arrears.","hourly":"OPA may offer optional services outside the primary scope on an hourly basis, performed only with the Client’s written approval, and billed at OPA’s then-current hourly rate ( currently $125-$200/hr or at an hourly rate agreed to in writing at the time such services are authorized)."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014491","page":"https://plannerfees.com/planners/optimalpath-advisors-llc-334673/"},{"crd":292023,"name":"Optimist Capital","city":"Palm Beach Gardens","state":"FL","fees":{"hourly":[250,400]},"sourceSentences":{"hourly":"Hourly fees can range from $250 - $400 per hour for those that do not meet the minimum relationship for managed assets."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000494","page":"https://plannerfees.com/planners/optimist-capital-292023/"},{"crd":333237,"name":"Optimized Capital LLC","city":"Schererville","state":"IN","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The annual fixed fee is no less than $5,000."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010293","page":"https://plannerfees.com/planners/optimized-capital-llc-333237/"},{"crd":288421,"name":"Optimo Capital","city":"San Francisco","state":"CA","fees":{"hourly":[325,425]},"sourceSentences":{"hourly":"Our hourly billing rates are $325 to $425 per hour for services rendered by our professionals and starting from $50 per hour for services rendered by our staff, plus expenses."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057062","page":"https://plannerfees.com/planners/optimo-capital-288421/"},{"crd":312732,"name":"Optimum Retirement Planning LLC","city":"Libertyville","state":"IL","fees":{"flat":[2500,7500],"annual":[3500,35000]},"sourceSentences":{"annual":"The fee range is flat, ranging from $3,500 to $35,000 annually.","flat":"The fixed fee can range between $2,500 and $7,500, depending on complexity and the needs of the Client."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054136","page":"https://plannerfees.com/planners/optimum-retirement-planning-llc-312732/"},{"crd":285944,"name":"Optimum Wealth LLC","city":"Keene","state":"NH","fees":{"hourly":[275,275],"flat":[400,400],"monthly":[150,150]},"sourceSentences":{"hourly":"Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING HOURLY OR PROJECT-SPECIFIC PLANNING Clients that participate in this program will pay an hourly fee of $275 per hour.","flat":"Education workshops Fees for this service are $400 for initial plan setup and then $150 per month advance.","monthly":"Education workshops Fees for this service are $400 for initial plan setup and then $150 per month advance."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011021","page":"https://plannerfees.com/planners/optimum-wealth-llc-285944/"},{"crd":282421,"name":"Optimum Wealth Management, LLC","city":"Pierre","state":"SD","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Advisor will offset the compensation against the fees agreed upon under the Advisory Agreement. 12 Optimum Wealth Management, LLC FINANCIAL PLANNING and CONSULTING Advisor charges an hourly fee of $150 for financial planning."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011395","page":"https://plannerfees.com/planners/optimum-wealth-management-llc-282421/"},{"crd":111239,"name":"Optimus Advisory Group","city":"Irvine","state":"CA","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"General Financial Planning - Fees for financial planning services are a non-negotiable $175 per hour and due at the time of service."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003047","page":"https://plannerfees.com/planners/optimus-advisory-group-111239/"},{"crd":147500,"name":"Optimus Capital Advisors, LLC","city":"Coppell","state":"TX","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"flat":"- Item 5 Financial Planning and Consulting Services Fees Generally, Optimus Capital Advisors requires a minimum fee of $500.00 for Financial Planning and Consulting Services; provided, however, that Optimus Capital Advisors retains the right to reduce or waive the minimum fee.","hourly":"On an hourly basis calculated on a charge of $250 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018516","page":"https://plannerfees.com/planners/optimus-capital-advisors-llc-147500/"},{"crd":149256,"name":"Optimus Wealth Management Group, Inc.","city":"Clifton Park","state":"NY","fees":{"hourly":[250,250],"flat":[1000,5000],"monthly":[75,1000]},"sourceSentences":{"hourly":"Subsequent consultations are available at an hourly rate of $250 per hour.","flat":"AND CONSULTING ONE-TIME FINANCIAL PLANNING FEES OWMG charges a fixed fee of $1,000 to $5,000 for financial planning.","monthly":"ONGOING FINANCIAL PLANNING FEES Ongoing financial planning services are offered for a monthly fixed fee between $75 and $1,000 for ongoing financial advice based on complexity and unique Client needs."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053327","page":"https://plannerfees.com/planners/optimus-wealth-management-group-inc-149256/"},{"crd":317286,"name":"Optometry Wealth Advisors LLC","city":"Madera","state":"CA","fees":{"hourly":[250,250],"monthly":[395,5000]},"sourceSentences":{"monthly":"Fees currently range from approximately $395 to $5,000 per month.","hourly":"In the event of early termination, any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly We also provide financial planning services at the rate of $250 per hour."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058801","page":"https://plannerfees.com/planners/optometry-wealth-advisors-llc-317286/"},{"crd":173963,"name":"Opulen Financial Group, LLC","city":"Arlington","state":"VA","fees":{"hourly":[200,200],"annual":[4000,24000]},"sourceSentences":{"hourly":"AND CONSULTING Comprehensive Financial Plan OFG charges an hourly fee of $200 per hour based on complexity and unique Client needs for a comprehensive financial plan.","annual":"The fixed annual fee ranges from $4,000 to $24,000 and is paid monthly in arrears."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003058","page":"https://plannerfees.com/planners/opulen-financial-group-llc-173963/"},{"crd":318104,"name":"Opulence 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$833.35."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005258","page":"https://plannerfees.com/planners/opulent-wealth-332007/"},{"crd":314197,"name":"Opulentia, LLC","city":"Hunt Valley","state":"MD","fees":{"hourly":[450,450],"flat":[3000,15000]},"sourceSentences":{"flat":"Our Financial Planning fees range from $3,000 to $15,000 under a fixed fee arrangement, and do not exceed $450 per hour under an hourly fee arrangement.","hourly":"Our Financial Planning fees range from $3,000 to $15,000 under a fixed fee arrangement, and do not exceed $450 per hour under an hourly fee 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hourly fee ranges from $125 to $300 per hour, depending on the nature of our services and complexity of your circumstances.","flat":"Our fixed fee typically ranges from $1,500 - $10,000 for an analysis and subsequent plan."},"brochureDate":"4/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040788","page":"https://plannerfees.com/planners/orchestral-financial-group-inc-144346/"},{"crd":327750,"name":"Orchid Advisory","city":"Dallas","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"FEES (BILL PAY SERVICES ONLY) Orchid charges an hourly fee not to exceed $300 per hour."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006571","page":"https://plannerfees.com/planners/orchid-advisory-327750/"},{"crd":316195,"name":"Oread Wealth 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$200."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000115","page":"https://plannerfees.com/planners/orf-capital-management-134163/"},{"crd":331383,"name":"Organic Wealth, LLC","city":"Columbus","state":"OH","fees":{"hourly":[250,250],"flat":[500,15000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $15,000.","hourly":"Our hourly rate is $250."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019620","page":"https://plannerfees.com/planners/organic-wealth-llc-331383/"},{"crd":337488,"name":"Origin Wealth Management LLC","city":"Reston","state":"VA","fees":{"hourly":[200,200],"flat":[2000,6000],"annual":[900,3600]},"sourceSentences":{"hourly":"Financial Consulting Services are offered based on an hourly fee of $200 per hour.","flat":"Full Financial Plans are offered based on a flat fee between $2,000-$6,000.","annual":"Ongoing Financial Planning Ongoing Financial Planning Services are offered based on an annual flat fee between $900 $3,600, based on complexity and unique Client needs for financial planning, paid semiannually in advance."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=993606","page":"https://plannerfees.com/planners/origin-wealth-management-llc-337488/"},{"crd":335823,"name":"Orion Financial Group","city":"Ballinger","state":"TX","fees":{"hourly":[160,160]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $160 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026005","page":"https://plannerfees.com/planners/orion-financial-group-335823/"},{"crd":139553,"name":"Orr Financial, LLC","city":"Tampa","state":"FL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial planning services are offered on an hourly rate not to exceed $150 for the initial engagement."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=487789","page":"https://plannerfees.com/planners/orr-financial-llc-139553/"},{"crd":281944,"name":"Ortman Financial Planning","city":"North Bethesda","state":"MD","fees":{"hourly":[300,300],"flat":[500,7000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $7,000.00, depending on the needs of the client and the complexity of the plan.","hourly":"In the event of early termination before the delivery of a financial plan, a full refund will be given, minus an hourly rate of $300 for any hours already worked."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008227","page":"https://plannerfees.com/planners/ortman-financial-planning-281944/"},{"crd":144394,"name":"Osborne Capital Management","city":"San Diego","state":"CA","fees":{"hourly":[100,250],"flat":[50,500]},"sourceSentences":{"flat":"The fixed fees will range from $50 to $500 depending upon the service provided.","hourly":"Hourly fees will range from $100 to $250 and will provide for a range of possible services such as net worth, cash flow, cash reserve, budget/debt, asset allocation, model portfolio and periodic rebalancing, savings analysis, financial aid, planned purchase or expenditure, retirement 2 accumulation and…"},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046361","page":"https://plannerfees.com/planners/osborne-capital-management-144394/"},{"crd":311721,"name":"Osborne Financial Planning LLC","city":"Peachtree City","state":"GA","fees":{"hourly":[200,200],"flat":[250,250]},"sourceSentences":{"hourly":"(a) Hourly Fees If after the complimentary session, a client chooses to have us prepare a written financial plan, our hourly rate of $200 will apply.","flat":"(b) Fixed Fee If after our presentation of the written financial plan, a client chooses to use our investment management services to implement the financial plan, we will reduce the fee for financial planning services to a fixed fee of $250."},"brochureDate":"11/30/2020","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=666850","page":"https://plannerfees.com/planners/osborne-financial-planning-llc-311721/"},{"crd":147412,"name":"Osher Capital Advisors, LLC","city":"Great Barrington","state":"MA","fees":{"monthly":[200,200]},"sourceSentences":{"monthly":"The monthly fee shall be a minimum of $200 per month."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042793","page":"https://plannerfees.com/planners/osher-capital-advisors-llc-147412/"},{"crd":285376,"name":"Othniel Financial Advisory Services, LLC","city":"Houston","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"OFA bills based on the balance on the first day of the billing period Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is $250."},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019110","page":"https://plannerfees.com/planners/othniel-financial-advisory-services-llc-285376/"},{"crd":285173,"name":"Otium Advisory Group, LLC","city":"Hawthorne","state":"CA","fees":{"hourly":[275,275],"flat":[1000,4000],"monthly":[250,450],"quarterly":[1500,1500]},"sourceSentences":{"quarterly":"All Assets Under Management $1,500 per Quarter Our fee is a fixed fee paid in arrears on a quarterly basis.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of no upfront charges and an ongoing fee that is paid monthly or quarterly, in advance, in a range of $250 - $450 per month or $750 - $1,350 per quarter.","hourly":"In special circumstances it may be offered on an hourly basis at a rate of $275 per hour, depending on the nature of the specified services.","flat":"The fixed project fee can range between $1,000 - $4,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013731","page":"https://plannerfees.com/planners/otium-advisory-group-llc-285173/"},{"crd":340157,"name":"Otium Wealth Management","city":"Fort Collins","state":"CO","fees":{"hourly":[300,300],"flat":[10000,10000]},"sourceSentences":{"flat":"Fixed fees will not exceed $10,000 and hourly fees will not exceed $300 per hour.","hourly":"Fixed fees will not exceed $10,000 and hourly fees will not exceed $300 per hour."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055579","page":"https://plannerfees.com/planners/otium-wealth-management-340157/"},{"crd":289242,"name":"Ouellette Wealth Advisory LLC","city":"Lexington","state":"MA","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Financial Planning and Consulting Services Financial planning engagements are typically offered on a fixed fee basis ranging from $500 to $5,000 and are negotiable."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050050","page":"https://plannerfees.com/planners/ouellette-wealth-advisory-llc-289242/"},{"crd":287697,"name":"Outbound Financial","city":"Boulder","state":"CO","fees":{"hourly":[250,250],"flat":[4000,4000],"quarterly":[2400,9600]},"sourceSentences":{"quarterly":"This fee is $9,600 - $2,400 per quarter.","flat":"Clients pay a fee of $4,000. $500 is due at the time that the engagement letter is signed, and the remainder is due at the completion of the project.","hourly":"Financial Planning Hourly Fee Our hourly rate is $250."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015618","page":"https://plannerfees.com/planners/outbound-financial-287697/"},{"crd":304115,"name":"Outflyers LLC","city":"Orinda","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"AND CONSULTING Out lyers charges an hourly fee of $300 for inancial planning."},"brochureDate":"5/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=739210","page":"https://plannerfees.com/planners/outflyers-llc-304115/"},{"crd":330474,"name":"Outlier Financial Partners, LLC","city":"San Angelo","state":"TX","fees":{"monthly":[100,300]},"sourceSentences":{"monthly":"Our minimum monthly fee is $100, while our maximum monthly fee is $300."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006919","page":"https://plannerfees.com/planners/outlier-financial-partners-llc-330474/"},{"crd":335299,"name":"Outlive Financial Planning LLC","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[500,3000],"monthly":[250,3000]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront fee of $500 to $3,000 and an ongoing monthly fee of $250 to $3,000 that is paid monthly in arrears and may be negotiable in certain cases.","monthly":"Ongoing Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront fee of $500 to $3,000 and an ongoing monthly fee of $250 to $3,000 that is paid monthly in arrears and may be negotiable in certain cases.","hourly":"Our hourly rate is $250."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052025","page":"https://plannerfees.com/planners/outlive-financial-planning-llc-335299/"},{"crd":291465,"name":"Outlook Wealth Advisors, LLC","city":"The Woodlands","state":"TX","fees":{"hourly":[200,400],"flat":[2550,5000]},"sourceSentences":{"flat":"Typically, we charge a flat fee from $2550 to $5,000 or an hourly fee of ranging from $200-$400 per hour on the complexity of the situation and planning.","hourly":"Typically, we charge a flat fee from $2550 to $5,000 or an hourly fee of ranging from $200-$400 per hour on the complexity of the situation and planning."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015496","page":"https://plannerfees.com/planners/outlook-wealth-advisors-llc-291465/"},{"crd":300602,"name":"Outpost Advisors, LLC","city":"Holladay","state":"UT","fees":{"hourly":[150,150],"flat":[1999,1999]},"sourceSentences":{"flat":"All third party manager’s fees are paid through account deduction (please see item 15 for more information regarding direct deduction of our fees from client accounts). ​ Financial Planning Packages The fee for the Quick-Start Package is $1,999.","hourly":"The amount of the refund will be calculated by assessing the number of hours worked at an hourly rate of $150 and subtracting the total from the amount of the prepaid fee."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001245","page":"https://plannerfees.com/planners/outpost-advisors-llc-300602/"},{"crd":290255,"name":"Outside the Box Financial Planning, LLC","city":"Wheeling","state":"IL","fees":{"hourly":[250,450],"flat":[3500,15000]},"sourceSentences":{"hourly":"The Financial Planning fee is an hourly rate between $250 and $450 per hour, depending on complexity.","flat":"The fixed fee can range between $3,500 and $15,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027350","page":"https://plannerfees.com/planners/outside-the-box-financial-planning-llc-290255/"},{"crd":334738,"name":"Overland Advisors","city":"Phoenix","state":"AZ","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"hourly":"OA charges $250 per hour or $500 per financial planning module, billed in arrears.","flat":"OA charges $250 per hour or $500 per financial planning module, billed in arrears."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001318","page":"https://plannerfees.com/planners/overland-advisors-334738/"},{"crd":300955,"name":"Overlook Park Wealth, LLC","city":"Humble","state":"TX","fees":{"flat":[750,2500]},"sourceSentences":{"flat":"AND CONSULTING OPW charges a negotiable fixed fee between $750 and $2,500 based on complexity and unique Client needs for financial planning."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044012","page":"https://plannerfees.com/planners/overlook-park-wealth-llc-300955/"},{"crd":115009,"name":"Overridge Wealth Advisors","city":"Fort Worth","state":"TX","fees":{"flat":[250,1000],"quarterly":[250,250]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $250 to $1,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","quarterly":"AssetMark generally also assesses a $250 quarterly maintenance fee to Registrant, which fee may be waived by AssetMark for each quarter in which Registrant maintains an average daily balance of $1,000,000 or more in client assets on the AssetMark investment platform."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009613","page":"https://plannerfees.com/planners/overridge-wealth-advisors-115009/"},{"crd":300372,"name":"Overshare","city":"Frisco","state":"TX","fees":{"hourly":[325,325],"flat":[2500,10000]},"sourceSentences":{"flat":"The one-time flat fee can range between $2,500 to $10,000 with certain cases at a fee amount outside this range.","hourly":"In special circumstances, specific and targeted financial planning services or investment analysis services may be offered on an hourly basis at a rate $325 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034086","page":"https://plannerfees.com/planners/overshare-300372/"},{"crd":165648,"name":"Overson Advisory 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$7,000."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058839","page":"https://plannerfees.com/planners/overture-wealth-management-333613/"},{"crd":289436,"name":"Owen Larue Financial Group","city":"Elizabethtown","state":"KY","fees":{"hourly":[325,325],"flat":[325,15000]},"sourceSentences":{"flat":"Our fees for financial planning services range from $325 to $15,000 or at an hourly rate of $325.00 an hour.","hourly":"Our fees for financial planning services range from $325 to $15,000 or at an hourly rate of $325.00 an hour."},"brochureDate":"7/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052136","page":"https://plannerfees.com/planners/owen-larue-financial-group-289436/"},{"crd":298900,"name":"Owens Investment Advisors LLC","city":"Mission Viejo","state":"CA","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"flat":"The rate for creating client financial plans is $2500.","hourly":"The hourly fee for these services is $250."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032015","page":"https://plannerfees.com/planners/owens-investment-advisors-llc-298900/"},{"crd":156481,"name":"Owenwise Financial LLC","city":"Orlando","state":"FL","fees":{"hourly":[195,195],"flat":[1000,5000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $1,000 to $5,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $195 per hour.","hourly":"As a fixed fee, typically ranging from $1,000 to $5,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $195 per hour."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=937518","page":"https://plannerfees.com/planners/owenwise-financial-llc-156481/"},{"crd":283734,"name":"Owl and Ore Wealth Planning","city":"Pleasant Hill","state":"CA","fees":{"monthly":[400,400],"annual":[2000,2000]},"sourceSentences":{"annual":"The client has the option to pay the annual fee in two semiannual installments ($2,000 upon signing the agreement and $2,000 at the six month mark) or the client can pay a monthly fee schedule of $400/month.","monthly":"The client has the option to pay the annual fee in two semiannual installments ($2,000 upon signing the agreement and $2,000 at the six month mark) or the client can pay a monthly fee schedule of $400/month."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004899","page":"https://plannerfees.com/planners/owl-and-ore-wealth-planning-283734/"},{"crd":330627,"name":"Owlsense Wealth & Legacy Advisors LLC","city":"Stevenson Ranch","state":"CA","fees":{"hourly":[300,300],"flat":[1500,20000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $20,000.","hourly":"The negotiable hourly fee for these services is $300."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001437","page":"https://plannerfees.com/planners/owlsense-wealth-legacy-advisors-llc-330627/"},{"crd":344150,"name":"Own Your Monday Wealth Management, LLC","city":"Gaithersburg","state":"MD","fees":{"hourly":[500,500],"quarterly":[3750,3750],"annual":[15000,15000]},"sourceSentences":{"annual":"Wealth Management Services OYMWM charges an annual flat fee of $15,000, paid quarterly in advance.","hourly":"The flat fee is based on an estimated 30 hours of Wealth Management Services annually at an hourly rate of $500.","quarterly":"($15,000 ÷ 4) = $3,750 per quarter."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059611","page":"https://plannerfees.com/planners/own-your-monday-wealth-management-llc-344150/"},{"crd":316388,"name":"Oxford Martin, LLC","city":"Wakefield","state":"MA","fees":{"hourly":[50,200],"flat":[200,3000]},"sourceSentences":{"hourly":"Hourly fees range from $50 to $200 per hour.","flat":"Fixed fees range from $200 to $3,000."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059231","page":"https://plannerfees.com/planners/oxford-martin-llc-316388/"},{"crd":286017,"name":"Oxford Planning Group, LLC","city":"Woodstock","state":"MD","fees":{"hourly":[450,450],"flat":[4500,10000]},"sourceSentences":{"flat":"Registrant’s financial planning and consulting fees are negotiable, but generally range from $4,500 to $10,000 on a fixed fee basis, and $450 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s financial planning and consulting fees are negotiable, but generally range from $4,500 to $10,000 on a fixed fee basis, and $450 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047982","page":"https://plannerfees.com/planners/oxford-planning-group-llc-286017/"},{"crd":319561,"name":"Oxford Wealth Group, LLC","city":"Orlando","state":"FL","fees":{"flat":[500,3000]},"sourceSentences":{"flat":"Financial planning fees are generally calculated and charged on a flat fee basis from $500 to $3,000 per engagement."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020410","page":"https://plannerfees.com/planners/oxford-wealth-group-llc-319561/"},{"crd":291112,"name":"P23 Financial, Inc","city":"Lincoln","state":"NE","fees":{"flat":[0,2000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $0 and $2,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015346","page":"https://plannerfees.com/planners/p23-financial-inc-291112/"},{"crd":129497,"name":"P3 Financial Management, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[50,200],"flat":[2500,2500]},"sourceSentences":{"hourly":"That fee ranges between $50 and $200 per hour, depending on the level of scope and/or services required.","flat":"The foregoing notwithstanding, P3’s financial planning fees are subject to a minimum fee of $2,500 unless P3 decides to alter the scope of the fee based on client situation."},"brochureDate":"11/29/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=931707","page":"https://plannerfees.com/planners/p3-financial-management-llc-129497/"},{"crd":300373,"name":"P3 Wealth Management","city":"Cordova","state":"TN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $250 per hour but may be negotiated in advance at the sole discretion of the Advisor."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055179","page":"https://plannerfees.com/planners/p3-wealth-management-300373/"},{"crd":126969,"name":"Pace Financial Group, LLC","city":"Fishers","state":"IN","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Pace is compensated for advisory services based on a fee negotiated with each client which may be a) on an hourly fee of $500 per hour or b) a fixed fee which is based on estimate of hours required at an hourly rate of $500 per hour."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017891","page":"https://plannerfees.com/planners/pace-financial-group-llc-126969/"},{"crd":338289,"name":"Pace Wealth","city":"Exton","state":"PA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our hourly rate for limited scope services is $500."},"brochureDate":"12/3/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997673","page":"https://plannerfees.com/planners/pace-wealth-338289/"},{"crd":311924,"name":"Pace Wealth Advisors","city":"Puyallup","state":"WA","fees":{"hourly":[250,250],"flat":[1500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is generally between $1,500 and $10,000, depending on complexity, scope, and time expected to complete the engagement.","hourly":"The hourly rate used to calculate these services is $250, unless otherwise agreed in writing."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033065","page":"https://plannerfees.com/planners/pace-wealth-advisors-311924/"},{"crd":300057,"name":"Paces Ferry Wealth Advisors, LLC","city":"Atlanta","state":"GA","fees":{"annual":[3500,3500]},"sourceSentences":{"annual":"Reporting Agent Paces Ferry charges a fixed annual fee of $3500 per investment to act as a Reporting Agent."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037442","page":"https://plannerfees.com/planners/paces-ferry-wealth-advisors-llc-300057/"},{"crd":285168,"name":"Pacesetter Planning LLC","city":"Arlington","state":"VA","fees":{"hourly":[325,325],"flat":[1000,30000],"monthly":[625,625],"annual":[4000,20000]},"sourceSentences":{"annual":"This annual fee (billed monthly) can range between $4,000 and $20,000 (billed in monthly amounts ranging between $333.33 and $1,666.66) based on complexity; the fixed fee will be established and agreed to by both planner and client prior to beginning the engagement.","hourly":"(While the total fee is calculated based on an estimated annual scope of work and billed monthly for convenience, the client is not required to sign an annual contract, and may cancel at any time with 30 days written notice.) In the event of early termination, the client will be billed for the hours worked at a…","monthly":"Quarter ending December 31, 2022 o Ending account balance: $785,000 o Fees Charged:  No $625 monthly fee since the aggregated assets under management exceeds $750,000.  Investment management invoice for the quarter ending December 31, 2022 as described above.   Project-Based Financial Planning Fixed Fee…","flat":"The fixed fee can range between $1,000 and $30,000, depending on the complexity and the needs of the client."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012893","page":"https://plannerfees.com/planners/pacesetter-planning-llc-285168/"},{"crd":152250,"name":"Pacific Capital Works, Inc.","city":"Portland","state":"OR","fees":{"annual":[26000,26000]},"sourceSentences":{"annual":"The minimum annual fee for institutional advisory service relationships is $26,000 for institutions with greater than $5,000,000 of managed assets."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039101","page":"https://plannerfees.com/planners/pacific-capital-works-inc-152250/"},{"crd":137963,"name":"Pacific Coast Investment Advisors, LLC","city":"West Linn","state":"OR","fees":{"hourly":[250,250],"flat":[500,2500]},"sourceSentences":{"flat":"Fixed fees for Financial Planning are $2500 for initial planning and $500 for annual updates to the plan.","hourly":"Our hourly rate is $250, with a minimum fee of $2,000. $500 is due when entering into any written advisory contract; the initial fee is not refundable."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038666","page":"https://plannerfees.com/planners/pacific-coast-investment-advisors-llc-137963/"},{"crd":155774,"name":"Pacific Crest Financial Advisors, LLC","city":"Everett","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"This final balance will be determined based upon the total time (number of hours) allocated towards this engagement and, if less than the original estimate (based upon $300/hr), the remaining balance will be updated accordingly."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024961","page":"https://plannerfees.com/planners/pacific-crest-financial-advisors-llc-155774/"},{"crd":172356,"name":"Pacific Excel Wealth Advisors, Inc.","city":"Walnut Creek","state":"CA","fees":{"flat":[500,500],"annual":[500,500]},"sourceSentences":{"flat":"ONE-TIME FIXED FEES Fixed Fee Services are offered based on a fixed fee ranging from a minimum of $500 to a maximum of $10,000, depending on the complexity of the engagement.","annual":"ONGOING ANNUAL FEES Ongoing Fee Services are offered based on a fixed annual fee ranging from a minimum of $500 to a maximum of $10,000, depending on the complexity of the engagement."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056564","page":"https://plannerfees.com/planners/pacific-excel-wealth-advisors-inc-172356/"},{"crd":132314,"name":"Pacific Financial Planners, LLC","city":"Laguna Niguel","state":"CA","fees":{"flat":[500,1000]},"sourceSentences":{"flat":"Pacific Financial Planners up to $250 per hour, payable after the consultation and/or $500 $1000 for a written financial plan."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036754","page":"https://plannerfees.com/planners/pacific-financial-planners-llc-132314/"},{"crd":106962,"name":"Pacific Global Investment Management Company","city":"Glendale","state":"CA","fees":{"hourly":[250,250],"annual":[1000,2500]},"sourceSentences":{"hourly":"Financial Coaching is provided in hourly sessions for $250 per hour, with a minimum of one (1) hour of coaching.","annual":"The ongoing financial planning fee may range from $1,000 to $2,500 per year depending on the scope and complexity of the Plan."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054032","page":"https://plannerfees.com/planners/pacific-global-investment-management-company-106962/"},{"crd":132063,"name":"Pacific Investment Research","city":"Orange","state":"CA","fees":{"hourly":[250,250],"flat":[200,300],"quarterly":[1600,1600]},"sourceSentences":{"flat":"After the first year, updates to the Comprehensive Plan will be performed at the client’s request for a flat fee normally ranging from $200 - $300, depending on the complexity and estimated time involved.","hourly":"PIR’s hourly billing rate is $250 / hour.","quarterly":"Flat Fee of $1,600 per quarter"},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048072","page":"https://plannerfees.com/planners/pacific-investment-research-132063/"},{"crd":285135,"name":"Pacific Landfall","city":"Williamsburg","state":"VA","fees":{"hourly":[250,250],"flat":[3000,3000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 1.1.2 Comprehensive Financial Planning Fees Fixed Fees Comprehensive Financial Planning consists of an annual fixed charge of $3000.","hourly":"1.1.2.1 Comprehensive Financial Planning is also available as an hourly charge at the rate of $250 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012220","page":"https://plannerfees.com/planners/pacific-landfall-285135/"},{"crd":226649,"name":"Pacific Oak Financial Planning LLC","city":"Woodland Hills","state":"CA","fees":{"flat":[3000,12500],"quarterly":[1500,6250]},"sourceSentences":{"flat":"When we are engaged for wealth management services, we charge on a fixed fee basis, generally ranging from $3,000 to $12,500 upfront, plus $1,500 to $6,250 per quarter, in advance, depending on factors such as the complexity of the client’s financial profile, the depth of services to be provided through the…","quarterly":"When we are engaged for wealth management services, we charge on a fixed fee basis, generally ranging from $3,000 to $12,500 upfront, plus $1,500 to $6,250 per quarter, in advance, depending on factors such as the complexity of the client’s financial profile, the depth of services to be provided through the…"},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008007","page":"https://plannerfees.com/planners/pacific-oak-financial-planning-llc-226649/"},{"crd":310731,"name":"Pacific Point Advisors, LLC","city":"San Diego","state":"CA","fees":{"hourly":[1000,1000],"flat":[10000,50000],"monthly":[1500,2500]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $1,000/hour.","flat":"Flat fee arrangements will generally range between $10,000 and $50,000 depending upon the complexity of the Consulting Services to be provided.","monthly":"The Strategy Signal Fee is a monthly fee generally between $1,500 to $2,500 a month."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051371","page":"https://plannerfees.com/planners/pacific-point-advisors-llc-310731/"},{"crd":315663,"name":"Pacific Sage Partners, LLC","city":"Edmonds","state":"WA","fees":{"hourly":[100,500],"monthly":[20,20]},"sourceSentences":{"hourly":"Hourly fees range from $100 to $500 per hour.","monthly":"Nationwide charges a monthly subscription fee of $20 that the Client will be responsible for."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014570","page":"https://plannerfees.com/planners/pacific-sage-partners-llc-315663/"},{"crd":283091,"name":"Pacific United Planning, Inc.","city":"Playadel Rey","state":"CA","fees":{"flat":[600,600],"monthly":[50,900]},"sourceSentences":{"flat":"A one-time, 2-hour consultation is offered for $600 to address Client questions and make recommendations which the Client can choose to implement on their own.","monthly":"ONGOING FINANCIAL PLANNING FEES Ongoing comprehensive financial planning services are offered based on a negotiable monthly fixed fee ranging between $50 and $900 per month to retain PUP for ongoing financial advice."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007370","page":"https://plannerfees.com/planners/pacific-united-planning-inc-283091/"},{"crd":146267,"name":"Pacific Wealth Advisors","city":"Campbell","state":"CA","fees":{"hourly":[400,400],"flat":[0,25000]},"sourceSentences":{"hourly":"The hourly charge for financial planning is a maximum of $400 per hour as negotiated between PWA and Client.","flat":"The amount of the fee is as stated in the Engagement Letter or Financial Planning Agreement and includes an estimate of the number of hours expected to complete the financial plan. 2 The flat rate for financial planning services generally ranges from $0 to $25,000."},"brochureDate":"1/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002458","page":"https://plannerfees.com/planners/pacific-wealth-advisors-146267/"},{"crd":297657,"name":"Pacific Wealth Advisory, LLC","city":"Spokane Valley","state":"WA","fees":{"hourly":[385,385]},"sourceSentences":{"hourly":"PWA reserves the right to waive the fee should the Client implement the plan through PWA - 8- HOURLY FEES One-time Financial Planning and Financial Consulting Services are offered based on an hourly fee of $385 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033724","page":"https://plannerfees.com/planners/pacific-wealth-advisory-llc-297657/"},{"crd":130856,"name":"Pacific Wealth Care Inc.","city":"Yorba Linda","state":"CA","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Our standard fee is $275 per hour, payable upon completion of project or at the end of each month (or other agreed upon time) as invoiced by PWC."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005620","page":"https://plannerfees.com/planners/pacific-wealth-care-inc-130856/"},{"crd":113217,"name":"Pacific Wealth Management","city":"San Diego","state":"CA","fees":{"hourly":[250,400],"flat":[2500,5000]},"sourceSentences":{"flat":"A fixed fee, typically ranging from $2,500 to $5,000, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.","hourly":"On an hourly basis, ranging from $250 to $400 per hour, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039793","page":"https://plannerfees.com/planners/pacific-wealth-management-113217/"},{"crd":144789,"name":"Pacific Wealth Strategies Group, Inc.","city":"Santa Barbara","state":"CA","fees":{"hourly":[350,350],"flat":[2500,10000]},"sourceSentences":{"flat":"An anticipated fixed fee between $2,500 and $10,000 or an hourly fee at a rate of $350 per hour will be charged for Financial Planning/Consulting Services.","hourly":"An anticipated fixed fee between $2,500 and $10,000 or an hourly fee at a rate of $350 per hour will be charged for Financial Planning/Consulting Services."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051670","page":"https://plannerfees.com/planners/pacific-wealth-strategies-group-inc-144789/"},{"crd":330962,"name":"Packard Wealth Strategies LLC","city":"Alexandria","state":"VA","fees":{"flat":[8400,8400],"monthly":[416,416]},"sourceSentences":{"flat":"The standard financial planning fee is $8,400.","monthly":"In all other cases, wealth management charges a fixed monthly fee of $416, payable in advance."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054241","page":"https://plannerfees.com/planners/packard-wealth-strategies-llc-330962/"},{"crd":168354,"name":"Padovani Asset Management","city":"Somers","state":"NY","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"- Item 5 Financial Planning Services Fees For stand-alone financial planning services, PAM charges a negotiable fixed fee that ranges from $1,000 to $10,000 or an hourly fee of up to $300/hour."},"brochureDate":"4/11/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=904871","page":"https://plannerfees.com/planners/padovani-asset-management-168354/"},{"crd":304375,"name":"Painted Porch Advisors LLC","city":"Santa Barbara","state":"CA","fees":{"annual":[7500,7500]},"sourceSentences":{"annual":"Comprehensive Services (Excluding Investment Management) For clients engaging us for comprehensive services excluding investment management, Painted Porch charges a flat fee of $7,500 per year."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024013","page":"https://plannerfees.com/planners/painted-porch-advisors-llc-304375/"},{"crd":150727,"name":"Paisley Financial LLC","city":"Homer Glen","state":"IL","fees":{"hourly":[250,250],"flat":[1500,5000]},"sourceSentences":{"hourly":"An hourly fee of $250 per hour may be charged.","flat":"Fixed fees will generally range from $1,500 - $5,000."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013415","page":"https://plannerfees.com/planners/paisley-financial-llc-150727/"},{"crd":173205,"name":"Pakha Investment Advisory","city":"Redlands","state":"CA","fees":{"hourly":[300,300],"flat":[250,1450]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance.","flat":"A simple financial plan will be prepared at the rate of $250 basic plan, $450 Standard Plan; a more advanced financial plan will be prepared at the rate of $950; and, an advanced financial plan for a self-employed individual will be prepared for $1,450."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044009","page":"https://plannerfees.com/planners/pakha-investment-advisory-173205/"},{"crd":288037,"name":"Paladin Capital","city":"Arden Hills","state":"MN","fees":{"hourly":[350,350],"flat":[500,25000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $350 per hour.","flat":"Services are offered based on a fixed fee between $500 and $25,000."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049336","page":"https://plannerfees.com/planners/paladin-capital-288037/"},{"crd":132024,"name":"Paladin Partners","city":"Hartland","state":"WI","fees":{"hourly":[175,750]},"sourceSentences":{"hourly":"Hourly fees typically may apply to any service, other than management services, and vary from $175-$750 per hour depending upon the nature of the service and the scope of the project."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054635","page":"https://plannerfees.com/planners/paladin-partners-132024/"},{"crd":333662,"name":"Paladin Retirement Advisors","city":"Newtown","state":"PA","fees":{"monthly":[625,625],"annual":[7500,7500]},"sourceSentences":{"annual":"Annual fee of $7,500/12 months = $625.00 monthly.","monthly":"Annual fee of $7,500/12 months = $625.00 monthly."},"brochureDate":"4/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040990","page":"https://plannerfees.com/planners/paladin-retirement-advisors-333662/"},{"crd":109134,"name":"Palisades Hudson Asset Management, L.P.","city":"Fort Lauderdale","state":"FL","fees":{"monthly":[416,416]},"sourceSentences":{"monthly":"We compute unearned investment advisory fees on​ ​a pro-rata basis for the month when termination occurs.​ ​ ur minimum monthly fee is $416.67, which is one-twelfth of $5,000, the​ O ​minimum annual fee."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020966","page":"https://plannerfees.com/planners/palisades-hudson-asset-management-l-p-109134/"},{"crd":309007,"name":"Palladio Consulting LLC","city":"Powell Butte","state":"OR","fees":{"hourly":[420,420]},"sourceSentences":{"hourly":"The hourly fee for financial planning services is $420."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030583","page":"https://plannerfees.com/planners/palladio-consulting-llc-309007/"},{"crd":310327,"name":"Pallas Capital Advisors, LLC","city":"Braintree","state":"MA","fees":{"hourly":[300,500],"flat":[1500,20000],"annual":[5000,30000]},"sourceSentences":{"hourly":"Hourly fees range from $300 to $500 based on the complexity of the engagement and the resources provided by the Advisor.","flat":"Fixed fees range from $1,500 to $20,000.","annual":"Family Office Services Family office service fees range from $5,000 to $30,000 per annum paid quarterly in advance."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041732","page":"https://plannerfees.com/planners/pallas-capital-advisors-llc-310327/"},{"crd":325052,"name":"Palm Valley Wealth Management LLC","city":"St. Augustine","state":"FL","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"In determining the fee, we may allow accounts of members of the same household to be aggregated. 6 Our minimum annual fee is $2,500."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016929","page":"https://plannerfees.com/planners/palm-valley-wealth-management-llc-325052/"},{"crd":286692,"name":"Palmer Wealth Management LLC","city":"Prairieville","state":"LA","fees":{"hourly":[225,225],"flat":[1000,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $225 per hour, with a 2 hour minimum.","flat":"Services are offered based on a negotiable fixed fee between $1,000 and $10,000 depending on the unique client needs and the complexity of the services requested."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006945","page":"https://plannerfees.com/planners/palmer-wealth-management-llc-286692/"},{"crd":313374,"name":"Palmer Wealth Planning","city":"Nashville","state":"TN","fees":{"flat":[375,1500],"monthly":[125,1500],"quarterly":[375,4500]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $375.00 - $1,500.00 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $125.00 - $1500.00 per month or $375.00 - $4,500.00 per quarter.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $375.00 - $1,500.00 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $125.00 - $1500.00 per month or $375.00 - $4,500.00 per quarter.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $375.00 - $1,500.00 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $125.00 - $1500.00 per month or $375.00 - $4,500.00 per quarter."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011523","page":"https://plannerfees.com/planners/palmer-wealth-planning-313374/"},{"crd":158674,"name":"Palmetto Financial Planners LLC","city":"Richmond Hill","state":"GA","fees":{"flat":[250,250]},"sourceSentences":{"flat":"Fees for financial plans are billed $250 in advance with the balance due upon plan delivery."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011464","page":"https://plannerfees.com/planners/palmetto-financial-planners-llc-158674/"},{"crd":333631,"name":"Palo Seco Wealth Management","city":"Corona","state":"CA","fees":{"hourly":[250,450],"annual":[800,800]},"sourceSentences":{"annual":"Service Comprehensive Financial Planning fees range from $800 annually to $4,000.","hourly":"Financial Planning is an hourly rate between $250 and $450 per hour, depending on complexity."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013475","page":"https://plannerfees.com/planners/palo-seco-wealth-management-333631/"},{"crd":306548,"name":"Palumbo Wealth Management LLC","city":"Great Neck","state":"NY","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"For clients who choose to contract for these services separately, the Advisor offers its services as a separate fixed project fee ranging from $1,000 to $5,000."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053744","page":"https://plannerfees.com/planners/palumbo-wealth-management-llc-306548/"},{"crd":164181,"name":"Panarella Wealth Management LLC","city":"Hartford","state":"CT","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250 and $500."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025952","page":"https://plannerfees.com/planners/panarella-wealth-management-llc-164181/"},{"crd":322520,"name":"Pankonin Financial Group","city":"Belle Plaine","state":"MN","fees":{"hourly":[200,200],"annual":[0,5000]},"sourceSentences":{"hourly":"Pankonin Financial Group charges an hourly fee of $200 based on complexity and unique Client needs for financial planning.","annual":"Ongoing Consulting Pankonin Financial Group charges an fixed annual fee of $0 to $5,000 based on complexity and unique Client needs for financial planning."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044868","page":"https://plannerfees.com/planners/pankonin-financial-group-322520/"},{"crd":332276,"name":"Panorama Financial LLC","city":"Fair Lawn","state":"NJ","fees":{"hourly":[175,300],"flat":[1800,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,800 and $5,000. 4 Hourly Fees The negotiated hourly fee for these services is between $175 and $300.","hourly":"The negotiated fixed rate for creating client financial plans is between $1,800 and $5,000. 4 Hourly Fees The negotiated hourly fee for these services is between $175 and $300."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013196","page":"https://plannerfees.com/planners/panorama-financial-llc-332276/"},{"crd":324199,"name":"Panorama Wealth Advisors","city":"Greenwood Village","state":"CO","fees":{"hourly":[350,350],"flat":[5000,5000]},"sourceSentences":{"hourly":"The hourly rate for limited scope engagements is $350.","flat":"Fixed fees for financial plans will not exceed $5,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034357","page":"https://plannerfees.com/planners/panorama-wealth-advisors-324199/"},{"crd":331349,"name":"Panoramic Capital Partners LLC","city":"Lake Oswego","state":"OR","fees":{"monthly":[3000,3000]},"sourceSentences":{"monthly":"The recurring fee to be charged shall not exceed $3,000 per month."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011346","page":"https://plannerfees.com/planners/panoramic-capital-partners-llc-331349/"},{"crd":285416,"name":"Panoramic Financial Management","city":"Burnsville","state":"MN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Types of Fees and Payment Schedule Financial Planning Services Financial planning clients will be assessed an hourly fee at the rate of $200 per hour; billed in six-minute increments, and a partial increment will be treated as a whole increment."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003469","page":"https://plannerfees.com/planners/panoramic-financial-management-285416/"},{"crd":282461,"name":"Panoramic Financial Planning","city":"Carmel","state":"IN","fees":{"flat":[4000,10000],"monthly":[200,200],"quarterly":[600,600]},"sourceSentences":{"flat":"The fee for development of a Comprehensive Financial Plan ranges from $4,000 - $10,000, depending on the complexity of the Client’s financial situation.","monthly":"The minimum ongoing fee is $200 per month or $600 per quarter.","quarterly":"The minimum ongoing fee is $200 per month or $600 per quarter."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026396","page":"https://plannerfees.com/planners/panoramic-financial-planning-282461/"},{"crd":126868,"name":"Panther Asset Management, Inc.","city":"Lake Grove","state":"NY","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"Simple consultation and portfolio review Detail analysis and financial plan creation $200 per hour $500 per hour"},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=882936","page":"https://plannerfees.com/planners/panther-asset-management-inc-126868/"},{"crd":331687,"name":"Pape Financial","city":"Bentonville","state":"AR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The fee for an initial Financial Plan is based on our hourly rate of $250."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001255","page":"https://plannerfees.com/planners/pape-financial-331687/"},{"crd":322683,"name":"Para Wealth Advisors, Inc.","city":"Camas","state":"WA","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Financial planning services are billed by the hour with an estimated cost for completing the agreed upon scope of work will be provided to the client in advance at a rate of $450 per hour."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002064","page":"https://plannerfees.com/planners/para-wealth-advisors-inc-322683/"},{"crd":304873,"name":"Parable Wealth Advisors","city":"St Augustine","state":"FL","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Parable charges a flat fee of $2,500 for financial planning services, which is negotiable depending on the scope and complexity of the plan, the client's situation and financial objectives."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030159","page":"https://plannerfees.com/planners/parable-wealth-advisors-304873/"},{"crd":114515,"name":"Paradigm Advisors, LLC","city":"Dallas","state":"TX","fees":{"hourly":[150,400],"flat":[6000,75000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an initial fee ranging from $6,000 to $75,000 for the first year and an ongoing fee in subsequent years at the rate ranging from $400 to $6,000 Page 9 of 19 per month.","hourly":"In special circumstances it may be offered on an hourly basis at a rate of $150 to $400 per hour, depending on the nature of the specified services."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056598","page":"https://plannerfees.com/planners/paradigm-advisors-llc-114515/"},{"crd":168295,"name":"Paradigm Investment Advisory LLC","city":"Akron","state":"OH","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Fees for financial planning are based on a flat fee, typically between $1000 and $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030773","page":"https://plannerfees.com/planners/paradigm-investment-advisory-llc-168295/"},{"crd":334370,"name":"Paradigm Investment Advisory, LLC","city":"Bridgewater","state":"NJ","fees":{"flat":[10000,250000]},"sourceSentences":{"flat":"Flat/fixed fees are negotiable but generally range from $10,000 to $250,000 on an annual basis, depending upon the level and scope of the services required."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032056","page":"https://plannerfees.com/planners/paradigm-investment-advisory-llc-334370/"},{"crd":304097,"name":"Paradigm Money Management, LLC","city":"Wayne","state":"PA","fees":{"flat":[750,6000]},"sourceSentences":{"flat":"Method of Compensation and Fee Schedule FINANCIAL PLANNING PM2 charges a fixed fee for financial planning ranging from $750-$6,000."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005159","page":"https://plannerfees.com/planners/paradigm-money-management-llc-304097/"},{"crd":282055,"name":"Paradigm Wealth Management","city":"Lincoln","state":"NE","fees":{"hourly":[200,200],"flat":[250,1000]},"sourceSentences":{"hourly":"An hourly fee of $200 per hour is charged by Paradigm Wealth Management for financial planning services under this arrangement.","flat":"The minimum fixed fee is generally $250, and the maximum fixed fee is generally no more than $1,000."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057836","page":"https://plannerfees.com/planners/paradigm-wealth-management-282055/"},{"crd":148662,"name":"Paradigm Wealth Management, LLC","city":"Westlake","state":"OH","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"6 We charge an hourly fee of $200 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015851","page":"https://plannerfees.com/planners/paradigm-wealth-management-llc-148662/"},{"crd":110372,"name":"Paradigm, Strategies in Wealth Management, LLC","city":"Maple Grove","state":"MN","fees":{"flat":[7500,7500]},"sourceSentences":{"flat":"Type Fixed Fee Maximum Fee $7,500 Payable Payable one-half (1/2) upon execution of the advisory agreement with Paradigm and the balance due at the time of presentation of the plan, unless otherwise negotiated with you."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012292","page":"https://plannerfees.com/planners/paradigm-strategies-in-wealth-management-llc-110372/"},{"crd":322905,"name":"Paradox Financial LLC","city":"Montverde","state":"FL","fees":{"hourly":[350,350],"flat":[2500,10000],"monthly":[250,1000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 $10,000.","monthly":"Ongoing Financial Planning Following the delivery of a financial plan, Clients who wish to work with PF for ongoing planning and assistance with the implementation of planning recommendations over time, an ongoing fee will apply that is paid monthly, in arrears, at the rate of $250 - $1,000 per month.","hourly":"The fee for Hourly Financial Planning is $350 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019665","page":"https://plannerfees.com/planners/paradox-financial-llc-322905/"},{"crd":105147,"name":"Paragon Capital Management","city":"Denver","state":"CO","fees":{"hourly":[400,400],"annual":[7000,7000]},"sourceSentences":{"annual":"Our Firm imposes a minimum annual fee of $7,000.","hourly":"Our Firm provides financial planning services under an hourly fee arrangement of $400 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024837","page":"https://plannerfees.com/planners/paragon-capital-management-105147/"},{"crd":133856,"name":"Paragon Financial 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Inc.","city":"Troy","state":"MI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Paragon’s hourly rate is $200 for financial consulting services."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041382","page":"https://plannerfees.com/planners/paragon-retirement-planning-inc-284630/"},{"crd":142323,"name":"Paraklete Financial, Inc.","city":"Kennesaw","state":"GA","fees":{"flat":[3000,200000],"annual":[3000,150000]},"sourceSentences":{"flat":"Our annual fee (flat/fixed) for our financial planning services ranges from $3,000 to $200,000.","annual":"After the first 12 months, the annual fee is reassessed and ranges from $3,000 to $150,000, which will be invoiced in advance on a quarterly basis and subject to an amended agreement."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012630","page":"https://plannerfees.com/planners/paraklete-financial-inc-142323/"},{"crd":153265,"name":"Parallel Equity Advisors LTD.","city":"Dublin","state":"OH","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $5,000 based on complexity and unique Client needs.","hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044904","page":"https://plannerfees.com/planners/parallel-equity-advisors-ltd-153265/"},{"crd":286527,"name":"Parallel Wealth Management","city":"Redding","state":"CA","fees":{"hourly":[450,450],"flat":[3500,25000]},"sourceSentences":{"flat":"The fixed fee can range between $3,500.00 and $25,000.00, depending on complexity of client’s needs and situation.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $450.00 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019577","page":"https://plannerfees.com/planners/parallel-wealth-management-286527/"},{"crd":288537,"name":"Paramount Associates Wealth Management","city":"Greenwood Village","state":"CO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our hourly fee is $250.00."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034432","page":"https://plannerfees.com/planners/paramount-associates-wealth-management-288537/"},{"crd":146217,"name":"Paramount Investment Advisors","city":"Buford","state":"GA","fees":{"hourly":[150,350]},"sourceSentences":{"hourly":"Paramount Investment Advisors, Inc. hourly rate is from $150 to $350 depending on the size and scope of issues the client requests."},"brochureDate":"4/2/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=973456","page":"https://plannerfees.com/planners/paramount-investment-advisors-146217/"},{"crd":312399,"name":"Paramount Wealth Advisors","city":"Buffalo","state":"NY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Generally, the planning fee will be $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035011","page":"https://plannerfees.com/planners/paramount-wealth-advisors-312399/"},{"crd":340975,"name":"Paraplan Ondemand","city":"Pittsburgh","state":"PA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Comprehensive Planning Support: approximately $1,500 per engagement;"},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051867","page":"https://plannerfees.com/planners/paraplan-ondemand-340975/"},{"crd":133361,"name":"Paratus Financial, Inc.","city":"Dallas","state":"TX","fees":{"hourly":[80,700]},"sourceSentences":{"hourly":"Our hourly rates range from $80 to $700 per hour depending on the complexity of the work and the experience of the Paratus Financial, Inc. employees involved."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024985","page":"https://plannerfees.com/planners/paratus-financial-inc-133361/"},{"crd":137103,"name":"Paratus Wealth Management, LLC","city":"Long Lake","state":"MN","fees":{"hourly":[150,150],"flat":[1000,1000]},"sourceSentences":{"flat":"Financial planning services are offered on a fixed fee basis not to exceed $1,000 for the initial engagement.","hourly":"Our general consulting fee will not exceed $150 per hour for our advice."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000050","page":"https://plannerfees.com/planners/paratus-wealth-management-llc-137103/"},{"crd":305115,"name":"Parcion Private Wealth LLC","city":"Bellevue","state":"WA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our maximum hourly rate is $500.00."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016588","page":"https://plannerfees.com/planners/parcion-private-wealth-llc-305115/"},{"crd":164261,"name":"Parenti Wealth Management","city":"Philadelphia","state":"PA","fees":{"hourly":[195,195]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $195 per hour."},"brochureDate":"7/8/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=720079","page":"https://plannerfees.com/planners/parenti-wealth-management-164261/"},{"crd":284770,"name":"Parish Investment Advisors LLC","city":"Lafayette","state":"LA","fees":{"hourly":[95,95],"flat":[1500,2500]},"sourceSentences":{"hourly":"Our hourly fee is $95 per hour and our fixed fee ranges from $1,500 - $2,500.","flat":"Our hourly fee is $95 per hour and our fixed fee ranges from $1,500 - $2,500."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019517","page":"https://plannerfees.com/planners/parish-investment-advisors-llc-284770/"},{"crd":146233,"name":"Park + Elm Investment Advisers","city":"Carmel","state":"IN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Park and Elm charges an hourly fee of $250 per hour for financial planning with a minimum of 5 hours."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005568","page":"https://plannerfees.com/planners/park-elm-investment-advisers-146233/"},{"crd":158965,"name":"Park Capital Management, LLC","city":"Madison","state":"WI","fees":{"hourly":[250,250],"flat":[300,10000]},"sourceSentences":{"hourly":"The maximum hourly rate is $250, and the fixed fee ranges from $300 to $10,000 depending on the services requested.","flat":"The maximum hourly rate is $250, and the fixed fee ranges from $300 to $10,000 depending on the services requested."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015180","page":"https://plannerfees.com/planners/park-capital-management-llc-158965/"},{"crd":317521,"name":"Park Edge Advisors, LLC","city":"Cleveland","state":"OH","fees":{"flat":[2500,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $15,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016666","page":"https://plannerfees.com/planners/park-edge-advisors-llc-317521/"},{"crd":334210,"name":"Park Financial Planning Solutions, LLC","city":"Stafford","state":"VA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Up to a negotiable fixed fee of $400 per hour. 3."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008604","page":"https://plannerfees.com/planners/park-financial-planning-solutions-llc-334210/"},{"crd":326639,"name":"Park Hill Financial Planning & Investment Management, LLC","city":"Denver","state":"CO","fees":{"hourly":[400,400],"flat":[7500,7500],"quarterly":[3750,3750]},"sourceSentences":{"flat":"The fixed fee for this service is $7,500.","hourly":"Financial Planning Service Our hourly rate is $400.","quarterly":"The annual fixed fee is paid quarterly in advance at a rate of $3,750 per quarter. 9 Fees may be negotiable."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000581","page":"https://plannerfees.com/planners/park-hill-financial-planning-investment-management-llc-326639/"},{"crd":332774,"name":"Park Lane Financial Group LLC","city":"West Pittston","state":"PA","fees":{"hourly":[350,350],"flat":[1500,12000],"annual":[100,1000]},"sourceSentences":{"flat":"Fees for Full Financial Plans will be charged on a fixed fee basis ranging from $1,500 $12,000.","hourly":"Fees for Consultation Services will be offered based on an hourly fee of $350 per hour.","annual":"The fixed annual fee ranges from $100 to $1,000 paid monthly in advance."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057568","page":"https://plannerfees.com/planners/park-lane-financial-group-llc-332774/"},{"crd":322015,"name":"Park River Advisors","city":"Shorewood","state":"IL","fees":{"hourly":[500,500],"annual":[2500,10000]},"sourceSentences":{"annual":"Management fees range from $2,500 to $10,000 per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship.","hourly":"The Advisor’s hourly fee will be billed at a rate of $500 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005939","page":"https://plannerfees.com/planners/park-river-advisors-322015/"},{"crd":332268,"name":"Park Square Financial Group LLC","city":"Roswell","state":"GA","fees":{"hourly":[300,300],"flat":[5000,5000]},"sourceSentences":{"flat":"Fixed fees start at $5,000 and may be more depending on the complexity of the engagement.","hourly":"Hourly financial planning fees are $300/hour."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041557","page":"https://plannerfees.com/planners/park-square-financial-group-llc-332268/"},{"crd":151633,"name":"Park Wealth Management","city":"Federal Way","state":"WA","fees":{"hourly":[160,160]},"sourceSentences":{"hourly":"Clients Fee Schedule Hourly rate - One Hundred Sixty Dollars ($160.00) Fees for Financial Planning Services will begin the following month on the date the contract is initially signed."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033932","page":"https://plannerfees.com/planners/park-wealth-management-151633/"},{"crd":170188,"name":"Park Wealth Management, LLC","city":"Greensboro","state":"NC","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee for these services is $150."},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048267","page":"https://plannerfees.com/planners/park-wealth-management-llc-170188/"},{"crd":144293,"name":"Parker Financial LLC","city":"Silverdale","state":"WA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is generally a minimum of $5,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019840","page":"https://plannerfees.com/planners/parker-financial-llc-144293/"},{"crd":147413,"name":"Parker Financial Planning, LLC.","city":"Bradenton","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"A quote will be provided based on an hourly rate of $250 per hour (4 hour minimum)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=920727","page":"https://plannerfees.com/planners/parker-financial-planning-llc-147413/"},{"crd":145670,"name":"Parker Financial, LLC","city":"La Plata","state":"MD","fees":{"flat":[1100,1100]},"sourceSentences":{"flat":"Planner will charge fee-for-services on a flat fee of $1,100 for the initial financial plan and consulting services."},"brochureDate":"8/5/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=642149","page":"https://plannerfees.com/planners/parker-financial-llc-145670/"},{"crd":157064,"name":"Parker Wealth Management, LLC","city":"Windsor","state":"CT","fees":{"hourly":[250,250],"flat":[3000,3000]},"sourceSentences":{"flat":"Generally, the fee for a complete Financial Planning assessment will be approximately $3,000 per plan and $250 per hour for periodic checkups and rebalancing of the plan to assess progress and implement established agreed upon changes.","hourly":"Generally, the fee for a complete Financial Planning assessment will be approximately $3,000 per plan and $250 per hour for periodic checkups and rebalancing of the plan to assess progress and implement established agreed upon changes."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030475","page":"https://plannerfees.com/planners/parker-wealth-management-llc-157064/"},{"crd":149240,"name":"Parkhurst Consulting CPA PC","city":"Cedar Park","state":"TX","fees":{"hourly":[250,250],"flat":[2000,2000]},"sourceSentences":{"hourly":"Type Advisory Fee Payable Hourly $250 per hour Payable as services are rendered, at the end of each month, or other agreed upon time.","flat":"Service Advisory Fee Payable $2,000 to New Financial $9,000 Planning Client Fee (based on complexity) Annual Monitoring Fee $2,000 to $6,000 (based on complexity) Payable one-half upon scheduling a financial planning consultation meeting; balance due during the initial meeting, upon execution of the advisory…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032111","page":"https://plannerfees.com/planners/parkhurst-consulting-cpa-pc-149240/"},{"crd":339555,"name":"Parks Wealth Management LLC","city":"Lowell","state":"IN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"11/19/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996608","page":"https://plannerfees.com/planners/parks-wealth-management-llc-339555/"},{"crd":148052,"name":"Parkshore Wealth Management","city":"Granite Bay","state":"CA","fees":{"hourly":[200,200],"flat":[300,300]},"sourceSentences":{"hourly":"Estate Plan Reviews - $200 per hour (1.0 hr minimum)","flat":"Titling Assets in the Name of a Trust -$300 per asset Estate planning service fees are inclusive of the fee paid to EncoreEstate Plans to access the technology."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048190","page":"https://plannerfees.com/planners/parkshore-wealth-management-148052/"},{"crd":133261,"name":"Parkview Capital Management","city":"Highland Park","state":"NJ","fees":{"hourly":[100,150]},"sourceSentences":{"hourly":"Financial planning consulting services are billed at a rate of $100 to $150 per hour."},"brochureDate":"3/16/2020","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=154235","page":"https://plannerfees.com/planners/parkview-capital-management-133261/"},{"crd":333971,"name":"Parkway Wealth Management Group, LLC","city":"Plano","state":"TX","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"The fee for Financial Planning Services typically ranges from $1,500 up to or above $10,000."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057728","page":"https://plannerfees.com/planners/parkway-wealth-management-group-llc-333971/"},{"crd":331565,"name":"Parkwoods Wealth Partners, LLC","city":"Clayton","state":"MO","fees":{"hourly":[300,300],"flat":[10000,10000],"annual":[5000,5000]},"sourceSentences":{"flat":"Fixed fees generally do not exceed $10,000 and hourly fees are billed at $300 per hour.","hourly":"Fixed fees generally do not exceed $10,000 and hourly fees are billed at $300 per hour.","annual":"The annual fee for these services is generally $5,000 and typically includes up to four on-site training days per year at a single business location, along with access to a financial planner during those training days."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058185","page":"https://plannerfees.com/planners/parkwoods-wealth-partners-llc-331565/"},{"crd":330050,"name":"Parr Mcknight Wealth Management Group","city":"Minneapolis","state":"MN","fees":{"flat":[5000,300000]},"sourceSentences":{"flat":"Fees for Financial Planning and Consulting Services Clients that are receiving financial planning services only are charged a fixed fee ranging from $5,000 to $300,000, depending upon the complexity of a client’s plan and services provided."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047979","page":"https://plannerfees.com/planners/parr-mcknight-wealth-management-group-330050/"},{"crd":339342,"name":"Parrish Capital Advisors LLC","city":"Coral Gables","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"An hourly fee of $250 per hour Fee Schedule PCA offers the following advisory services and associated fee arrangements:"},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017144","page":"https://plannerfees.com/planners/parrish-capital-advisors-llc-339342/"},{"crd":172783,"name":"Parrish Capital, LLC","city":"Kennesaw","state":"GA","fees":{"hourly":[75,450],"flat":[2500,20000]},"sourceSentences":{"flat":"Our fees for financial planning services are assessed at a fixed rate that ranges from $2,500 to $20,000.","hourly":"Our hourly fee for periodic advisory consultations ranges from $75 to $450 per hour."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030440","page":"https://plannerfees.com/planners/parrish-capital-llc-172783/"},{"crd":106295,"name":"Parsons Capital Management Inc","city":"Providence","state":"RI","fees":{"hourly":[100,500],"flat":[1000,20000]},"sourceSentences":{"hourly":"Fees for consulting services may be charged on an hourly basis (ranging from $100 to $500 per hour) or on a fixed fee basis (ranging from $1,000 to $20,000).","flat":"Fees for consulting services may be charged on an hourly basis (ranging from $100 to $500 per hour) or on a fixed fee basis (ranging from $1,000 to $20,000)."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040558","page":"https://plannerfees.com/planners/parsons-capital-management-inc-106295/"},{"crd":119709,"name":"Partners Investment Services, Inc","city":"Cleveland Heights","state":"OH","fees":{"hourly":[50,500],"quarterly":[200,200]},"sourceSentences":{"quarterly":"Minimum quarterly fee is $200.00 Fees are payable quarterly.","hourly":"Generally, $100 per hour, however, depending upon the complexity and external costs consulting fees can range from $50 to $500 per hour."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=988218","page":"https://plannerfees.com/planners/partners-investment-services-inc-119709/"},{"crd":285718,"name":"Partnership Wealth Management","city":"Towson","state":"MD","fees":{"flat":[1000,15000],"quarterly":[400,1750]},"sourceSentences":{"flat":"One-time new client financial planning fees range from $1,000 - $15,000 depending on the estimated hours spent including number of meetings with client, and staff level working on various aspects of the planning.","quarterly":"Ongoing financial planning for clients with less than $1,000,000 of assets with PWM range from $400 - $1,750 per quarter depending on the estimated hours spent including number of meetings with the client, and staff level working on various aspects of the planning."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056280","page":"https://plannerfees.com/planners/partnership-wealth-management-285718/"},{"crd":340083,"name":"Parzych Financial Planning, LLC","city":"Saco","state":"ME","fees":{"hourly":[300,300],"flat":[7500,10000]},"sourceSentences":{"hourly":"Services are billed at a fixed hourly rate of $300 per hour.","flat":"Fixed fees for consulting services will typically be $7,500 to $10,000, depending on the scope and complexity of the engagement."},"brochureDate":"8/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053930","page":"https://plannerfees.com/planners/parzych-financial-planning-llc-340083/"},{"crd":295178,"name":"Pasadena Private Wealth, LLC","city":"Pasadena","state":"CA","fees":{"hourly":[800,800],"flat":[2500,2500],"annual":[40000,40000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $800.","flat":"The initial flat fee for data gathering shall not exceed $2,500 and the total flat fee shall not exceed $200,000 per annum payable on a monthly basis.","annual":"As such, PPW is entitled to $40,000 per annum in compensation for the administrative ADV Part 2A – Firm Brochure Page 7 Pasadena Private Wealth, LLC duties of COF1."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011270","page":"https://plannerfees.com/planners/pasadena-private-wealth-llc-295178/"},{"crd":316253,"name":"Pashman Financial LLC","city":"Playa Del Rey","state":"CA","fees":{"hourly":[150,150],"flat":[2000,5000],"quarterly":[1200,1500],"annual":[6000,6000]},"sourceSentences":{"annual":"Fees for Clients with managed assets above $2,000,000 will revert to a flat annual fee of $6,000; this will be paid quarterly installments of $1,500.","quarterly":"Our ongoing fee is paid quarterly, in arrears, at the rate of $1,200 - $1,500 per quarter as outlined below: ○​ W2 Professional - $3,000 upfront, then $1,200 per quarter. ○​ Business - $3,500 upfront, then $1,500 per quarter. 9 The fee is negotiable at the firm’s discretion based on the expected work involved at…","flat":"The fixed fee can range between $2,000 and $5,000, depending on complexity and the needs of the client.","hourly":"Our hourly rate is $150.00."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051223","page":"https://plannerfees.com/planners/pashman-financial-llc-316253/"},{"crd":145367,"name":"Passage Global Capital Management, LLC","city":"Bettendorf","state":"IA","fees":{"hourly":[400,400],"quarterly":[1250,1250],"annual":[5000,5000]},"sourceSentences":{"quarterly":"The minimum quarterly fee regardless of plan size is $1,250 per quarter (equivalent to $5,000 per year).","annual":"The minimum quarterly fee regardless of plan size is $1,250 per quarter (equivalent to $5,000 per year).","hourly":"Our typical hourly fee is $400 per hour; however, hourly fees are negotiable."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019151","page":"https://plannerfees.com/planners/passage-global-capital-management-llc-145367/"},{"crd":327723,"name":"Patel Wealth Strategies, Inc.","city":"Chandler","state":"AZ","fees":{"hourly":[250,250],"flat":[750,4000]},"sourceSentences":{"flat":"Fees PWS charges a fixed fee of $750-$4,000.","hourly":"Although the client is quoted a fixed fee in advance, the calculation is based on an hourly rate of $250."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010945","page":"https://plannerfees.com/planners/patel-wealth-strategies-inc-327723/"},{"crd":335296,"name":"Patels and Company Capital","city":"Irvine","state":"CA","fees":{"hourly":[600,600],"flat":[1000,10000]},"sourceSentences":{"hourly":"Clients may elect hourly billing, at a rate not exceeding $600 per hour, as an alternative to the fixed engagement fee for a full investment consulting engagement, including DST evaluation and Section 1031/721 exchange consulting.","flat":"- As a fixed project-based fee, typically ranging from $1,000 to $10,000, depending on the scope and complexity of the engagement, and determined in advance; or - On an hourly basis, not to exceed $600 per hour."},"brochureDate":"9/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057179","page":"https://plannerfees.com/planners/patels-and-company-capital-335296/"},{"crd":122768,"name":"Pathfinder Advisory, Inc.","city":"Rockford","state":"IL","fees":{"hourly":[300,300],"flat":[10000,10000]},"sourceSentences":{"flat":"PATHFINDER’s financial planning fees are negotiable, depending upon the complexity of the service(s) required and the professional(s) rendering the service(s), but will not exceed $10,000 on a fixed fee basis or $300 on an hourly rate basis.","hourly":"PATHFINDER’s financial planning fees are negotiable, depending upon the complexity of the service(s) required and the professional(s) rendering the service(s), but will not exceed $10,000 on a fixed fee basis or $300 on an hourly rate basis."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017063","page":"https://plannerfees.com/planners/pathfinder-advisory-inc-122768/"},{"crd":159486,"name":"Pathfinder Planning and Investments","city":"Missoula","state":"MT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"We charge an hourly fee of $300 for Project-Based Financial Planning."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055635","page":"https://plannerfees.com/planners/pathfinder-planning-and-investments-159486/"},{"crd":154713,"name":"Pathfinder Planning LLC","city":"Lake Wylie","state":"SC","fees":{"hourly":[400,400],"flat":[4000,4000],"monthly":[350,350]},"sourceSentences":{"flat":"Schedule Standard pricing for comprehensive financial planning is $4,000, though total fees may be higher or lower depending on the client's defined scope of work.","monthly":"Optional Plan Implementation services are billed separately at a fixed fee of $350 per month for six to 12 months, depending on when the implementation work is completed.","hourly":"Engagements are billed at $400 per hour based on the estimated project scope."},"brochureDate":"9/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057184","page":"https://plannerfees.com/planners/pathfinder-planning-llc-154713/"},{"crd":327636,"name":"Pathlight Financial Planning LLC","city":"Portland","state":"OR","fees":{"flat":[485,485],"monthly":[255,255],"quarterly":[485,485]},"sourceSentences":{"monthly":"Assuming this client paid $255 each month for all (3) months in the first quarter of the year, the client would then pay a quarterly financial planning fee of $485, calculated as follows:","flat":"Assuming this client paid $255 each month for all (3) months in the first quarter of the year, the client would then pay a quarterly financial planning fee of $485, calculated as follows:","quarterly":"$255 for March Total collected in prior quarter: $765 ($1,250) - ($765) = $485 quarterly financial planning fee."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059600","page":"https://plannerfees.com/planners/pathlight-financial-planning-llc-327636/"},{"crd":317577,"name":"Pathsetter Financial","city":"Coppell","state":"TX","fees":{"hourly":[250,250],"flat":[500,8000],"monthly":[42,667],"quarterly":[125,2000]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $8,000, depending on complexity and the needs of the client.","monthly":"Ongoing Comprehensive Financial Planning Ongoing financial planning consists of an annual ongoing fee ranging between $500 and $8,000 that is paid monthly or quarterly (at the client’s discretion) in arrears, at the rate of from $42 to $667 per month or $125 to $2,000 per quarter.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing financial planning consists of an annual ongoing fee ranging between $500 and $8,000 that is paid monthly or quarterly (at the client’s discretion) in arrears, at the rate of from $42 to $667 per month or $125 to $2,000 per quarter.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004444","page":"https://plannerfees.com/planners/pathsetter-financial-317577/"},{"crd":308292,"name":"Pathview Wealth Advisors","city":"San Diego","state":"CA","fees":{"hourly":[90,500],"flat":[1500,10000]},"sourceSentences":{"hourly":"Fees for financial planning are based on time spent at standard billing rates, which range from $90-$500 per hour, plus expenses.","flat":"The fixed fees generally range from $1,500 to $10,000, primarily depending on complexity and/or time expended."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047833","page":"https://plannerfees.com/planners/pathview-wealth-advisors-308292/"},{"crd":166237,"name":"Pathway Financial Advisers, LLC","city":"Auburn","state":"IN","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"PFA will charge an hourly fee of $150 to complete this due diligence prior to managing client accounts based on the fee schedule below."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017229","page":"https://plannerfees.com/planners/pathway-financial-advisers-llc-166237/"},{"crd":124801,"name":"Pathway Financial Advisors, LLC","city":"South Burlington","state":"VT","fees":{"hourly":[195,300]},"sourceSentences":{"hourly":"Registrant’s planning and consulting fees are negotiable but are generally between $195 and $300 on an hourly rate basis depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018314","page":"https://plannerfees.com/planners/pathway-financial-advisors-llc-124801/"},{"crd":336511,"name":"Pathway Financial Advisory, LLC","city":"Edwards","state":"CO","fees":{"hourly":[275,275],"annual":[10000,10000]},"sourceSentences":{"hourly":"Our hourly rate is $275.","annual":"For startup plans, plans with low assets under management and/or plans requesting services levels beyond what is normally provided, we may charge an annual fee to the Plan Sponsor not to exceed $10,000 for nonfiduciary services and education."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051927","page":"https://plannerfees.com/planners/pathway-financial-advisory-llc-336511/"},{"crd":173222,"name":"Pathway Financial Planning, Inc.","city":"Newport News","state":"VA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING PFP charges a negotiable hourly fee of $200.00 for financial planning and consulting services."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022695","page":"https://plannerfees.com/planners/pathway-financial-planning-inc-173222/"},{"crd":143817,"name":"Pathways Advisory Group, Inc.","city":"Fresno","state":"CA","fees":{"hourly":[300,300],"quarterly":[1250,1250]},"sourceSentences":{"quarterly":"The minimum quarterly fee is $1250.","hourly":"During the second year of services and each year thereafter, Advisor time will be billed at the rate of $300 per hour."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042400","page":"https://plannerfees.com/planners/pathways-advisory-group-inc-143817/"},{"crd":334143,"name":"Pathways Financial Planning","city":"Neptune","state":"NJ","fees":{"hourly":[250,250],"monthly":[500,800],"quarterly":[1500,2400]},"sourceSentences":{"monthly":"Fees are paid monthly or quarterly in arrears, ranging from $500 to $800 monthly and $1,500 to $ 2,400 quarterly.","quarterly":"Fees are paid monthly or quarterly in arrears, ranging from $500 to $800 monthly and $1,500 to $ 2,400 quarterly.","hourly":"Our hourly rate is $250."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014035","page":"https://plannerfees.com/planners/pathways-financial-planning-334143/"},{"crd":138393,"name":"Pathworks Financial, Inc.","city":"Novi","state":"MI","fees":{"flat":[795,2500]},"sourceSentences":{"flat":"Depending upon the scope of the engagement and specific requests by the client, Pathworks will charge a flat fee ranging from $795 to $2,500 (the “Financial Planning Fee”)."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002950","page":"https://plannerfees.com/planners/pathworks-financial-inc-138393/"},{"crd":120649,"name":"Patriot Advisory Group","city":"Portsmouth","state":"NH","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Financial planning fees are billed at a rate of $350 per hour, on an hourly basis only."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059636","page":"https://plannerfees.com/planners/patriot-advisory-group-120649/"},{"crd":112155,"name":"Patriot Investment Management Group Inc","city":"Knoxville","state":"TN","fees":{"hourly":[150,300],"flat":[500,3000],"monthly":[100,500]},"sourceSentences":{"hourly":"We charge an hourly fee of $300 or $150 for services performed by our Investment Adviser Representatives or Clerical Staff, respectively.","flat":"We may also provide financial planning services on a fixed fee basis with fees ranging from $500 to $3,000.","monthly":"(1) an upfront charge based on the hourly fee for financial planning services as set forth above (generally between three and five hours); and, (2) an ongoing fee that is paid monthly, in advance, at the rate of $100 to $500 per month."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013030","page":"https://plannerfees.com/planners/patriot-investment-management-group-inc-112155/"},{"crd":328307,"name":"Patriot Wealth Planners LLC","city":"Maumee","state":"OH","fees":{"hourly":[300,300],"flat":[1000,5000]},"sourceSentences":{"flat":"Financial planning services are offered based on a negotiable fixed fee between $1,000 and $5,000 dependent upon the complexity of the Client’s specific situation.","hourly":"Consulting services are offered based on an hourly fee of $300 per hour."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040386","page":"https://plannerfees.com/planners/patriot-wealth-planners-llc-328307/"},{"crd":310629,"name":"Patron Partners, LLC","city":"Houston","state":"TX","fees":{"annual":[1000,100000]},"sourceSentences":{"annual":"Flat fees will be between $1,000 and $100,000 per annum."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015236","page":"https://plannerfees.com/planners/patron-partners-llc-310629/"},{"crd":137238,"name":"Patterson Advisors","city":"Waterford","state":"MI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Small, one-time projects are billed at $ 200 per hour, with payment due when the work is completed."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050842","page":"https://plannerfees.com/planners/patterson-advisors-137238/"},{"crd":288775,"name":"Patuxent Financial Partners, LLC","city":"Columbia","state":"MD","fees":{"hourly":[200,200],"flat":[500,500]},"sourceSentences":{"hourly":"In special circumstances it may be offered on an hourly basis at a rate of $200.00 per hour, depending on the nature of the specified services.","flat":"The fixed fee can range between $500.00 ‐ $9,600.00."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=652351","page":"https://plannerfees.com/planners/patuxent-financial-partners-llc-288775/"},{"crd":138346,"name":"Paul R. Kopey & Associates","city":"Chester Springs","state":"PA","fees":{"hourly":[250,350],"quarterly":[750,750]},"sourceSentences":{"hourly":"Rates range from $250 to $350 per hour depending upon the size/scope, nature and complexity of the engagement.","quarterly":"Minimum fixed quarterly fee is $750."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031991","page":"https://plannerfees.com/planners/paul-r-kopey-associates-138346/"},{"crd":297284,"name":"Paul R. Ried Financial Group, LLC","city":"Bellevue","state":"WA","fees":{"flat":[550,2000]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $550 to $2,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013706","page":"https://plannerfees.com/planners/paul-r-ried-financial-group-llc-297284/"},{"crd":119342,"name":"Paul Winkler, Inc.","city":"Goodlettsville","state":"TN","fees":{"hourly":[225,225],"flat":[100,250]},"sourceSentences":{"hourly":"After five business days, you may terminate the engagement at any time, but you will be billed at $225 per hour for the number of hours we spent on the engagement to the date of termination.","flat":"The one-time fee per course ranges from $100-$250 depending on the subject matter of the course."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018921","page":"https://plannerfees.com/planners/paul-winkler-inc-119342/"},{"crd":333973,"name":"Paulson Private Wealth LLC","city":"Norwalk","state":"CT","fees":{"flat":[4000,6000]},"sourceSentences":{"flat":"We charge a fixed fee of $4,000 - $6,000 for Financial Planning."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022118","page":"https://plannerfees.com/planners/paulson-private-wealth-llc-333973/"},{"crd":315349,"name":"Pavilion Financial Planning","city":"Allentown","state":"PA","fees":{"hourly":[400,400],"monthly":[450,800]},"sourceSentences":{"monthly":"Ongoing Comprehensive Financial Planning Services For our Ongoing Financial Planning Services, we charge a recurring fee billed monthly in arrears, generally ranging from $450 to $800 per month, based on the complexity of the client’s financial circumstances and planning needs.","hourly":"Clients Ongoing Comprehensive Financial Planning consists of an initial, one-time setup fee based upon our hourly rate of $400."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000224","page":"https://plannerfees.com/planners/pavilion-financial-planning-315349/"},{"crd":284164,"name":"Pax Financial Group","city":"San Antonio","state":"TX","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Limited projects will be charged a fixed fee based upon an estimated number of hours to complete the engagement at $500.00/hour in accordance with the client advisory agreement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035510","page":"https://plannerfees.com/planners/pax-financial-group-284164/"},{"crd":339680,"name":"Pax Horizon Wealth Management, LLC","city":"Vista","state":"CA","fees":{"hourly":[250,250],"flat":[2000,10000]},"sourceSentences":{"flat":"We charge an annual fee ranging from $2,000 - $10,000 for Comprehensive Ongoing Financial Planning.","hourly":"Fees range from $1,000 $10,000 and our hourly rate is $250."},"brochureDate":"7/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050739","page":"https://plannerfees.com/planners/pax-horizon-wealth-management-llc-339680/"},{"crd":335642,"name":"Pay It Forward Financial Planning, LLC","city":"Worthington","state":"OH","fees":{"monthly":[600,600]},"sourceSentences":{"monthly":"Fees will not exceed $600 per month and are payable monthly in arrears ."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014169","page":"https://plannerfees.com/planners/pay-it-forward-financial-planning-llc-335642/"},{"crd":116752,"name":"Paysse Jennison Financial Advisors, Paysse Jennison","city":"Mercer Island","state":"WA","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Consulting Services Our fee for service is $175 per hour."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009645","page":"https://plannerfees.com/planners/paysse-jennison-financial-advisors-paysse-jennison-116752/"},{"crd":309784,"name":"PCB Capital LLC","city":"East Brunswick","state":"NJ","fees":{"hourly":[400,400],"flat":[1000,25000]},"sourceSentences":{"hourly":"PCB Capital’s financial planning and consulting fees are negotiable, but generally are $400 on an hourly rate basis, and from $1,000 to 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$100/month).","quarterly":"Minimum fee is $1,200/year, ($300/quarter or $100/month).","monthly":"Minimum fee is $1,200/year, ($300/quarter or $100/month)."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029355","page":"https://plannerfees.com/planners/penn-cove-financial-llc-137046/"},{"crd":123356,"name":"Penn First Advisors","city":"East Stroudsburg","state":"PA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The fee for financial planning is based on our standard hourly rate of $150.00."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007540","page":"https://plannerfees.com/planners/penn-first-advisors-123356/"},{"crd":333736,"name":"Penn Portfolio Partners LLC","city":"Hatfield","state":"PA","fees":{"hourly":[200,200],"flat":[1000,2500]},"sourceSentences":{"hourly":"Additionally, the Firm will charge clients $200 per hour billed in half hour increments for meetings whether in person, via computer or telephonically.","flat":"Penn Portfolio Partners may also provide a comprehensive financial plan for a fixed fee of $1,000-$2,500, which is negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004538","page":"https://plannerfees.com/planners/penn-portfolio-partners-llc-333736/"},{"crd":282084,"name":"Penney Financial","city":"Houston","state":"TX","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Fees for financial planning are determined by either: 1) our hourly fee of $450 multiplied by the estimated time to complete the services; or 2) a flat rate based on the scope and complexity of the advisory services."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058932","page":"https://plannerfees.com/planners/penney-financial-282084/"},{"crd":107648,"name":"Pennsylvania Capital Management Inc.","city":"Huntingdon Valley","state":"PA","fees":{"hourly":[125,750]},"sourceSentences":{"hourly":"Such billing will be at an hourly rate not to exceed $750.00 per hour, or $275 per hour for an associate planner, with administrative charges not to exceed $125 per hour, plus expenses."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025870","page":"https://plannerfees.com/planners/pennsylvania-capital-management-inc-107648/"},{"crd":330919,"name":"Penny Earned Financial","city":"Fort Belvoir","state":"VA","fees":{"flat":[1500,8000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,500 to $8,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034111","page":"https://plannerfees.com/planners/penny-earned-financial-330919/"},{"crd":123006,"name":"Pennyfarthing Investment Management, L.L.C.","city":"Amherst","state":"MA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The maximum hourly fee charged to you should not exceed $150 per hour, a minimum of $450."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016337","page":"https://plannerfees.com/planners/pennyfarthing-investment-management-l-l-c-123006/"},{"crd":169718,"name":"Pensinger Financial, Inc.","city":"Lemont","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly Fees The hourly fee for these services $250."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003649","page":"https://plannerfees.com/planners/pensinger-financial-inc-169718/"},{"crd":143919,"name":"People First Financial Advisors","city":"Landover","state":"MD","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The Firm’s preferred standard hourly fee schedule for all debt related and non-debt related services is as follows (which is negotiable): 1) President and CEO - $350/hr.; 2) Senior Advisor - $250/hr.; and, 3) Junior Advisor - $115/hr."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030616","page":"https://plannerfees.com/planners/people-first-financial-advisors-143919/"},{"crd":328711,"name":"Peoples Savings Wealth Management LLC","city":"Hermann","state":"MO","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $500 and $5,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013997","page":"https://plannerfees.com/planners/peoples-savings-wealth-management-llc-328711/"},{"crd":119436,"name":"Perceptive Edge Investment Management, Inc.","city":"Wayzata","state":"MN","fees":{"hourly":[200,400],"annual":[10000,80000]},"sourceSentences":{"annual":"Fees for non-discretionary investment consulting services typically range from $10,000 to $80,000 per year.","hourly":"The hourly fees range from $200 to $400 per hour depending on the scope and complexity of the services requested."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032896","page":"https://plannerfees.com/planners/perceptive-edge-investment-management-inc-119436/"},{"crd":304880,"name":"Perceptive Wealth Advisors LLC","city":"Houston","state":"TX","fees":{"flat":[1000,4000],"annual":[2100,9000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive planning consists of one-time upfront fee of $1,000 - $4,000 and an ongoing minimum annual fee of $2,100 - $9,000, payable monthly or quarterly as per Client’s preference.","annual":"Comprehensive Financial Planning Comprehensive planning consists of one-time upfront fee of $1,000 - $4,000 and an ongoing minimum annual fee of $2,100 - $9,000, payable monthly or quarterly as per Client’s preference."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020566","page":"https://plannerfees.com/planners/perceptive-wealth-advisors-llc-304880/"},{"crd":325419,"name":"Percheron Consulting, LLC","city":"Prescott","state":"AZ","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Percheron Consulting, LLC will typically charge fees in two ways: 1.) On an hourly basis of between $150 and $250 per hour depending on the nature and complexity of the consultation. 2.) On an annual subscription basis in which a defined set of services is outlined in the agreement and a fixed fee is established…"},"brochureDate":"3/31/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=908166","page":"https://plannerfees.com/planners/percheron-consulting-llc-325419/"},{"crd":128600,"name":"Perennial Advisors Group, LLC","city":"Westford","state":"MA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Compensation – Financial Planning Services We typically offer financial planning services as part of our Wealth Management Services, however, should the client engage us for stand-alone financial planning services, we charge a fixed fee of $5,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017447","page":"https://plannerfees.com/planners/perennial-advisors-group-llc-128600/"},{"crd":329913,"name":"Perennial Wealth Advisors, LLC","city":"Canadian","state":"TX","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"These fees are negotiable, but range from $500 to $10,000 for project-based planning and $1,000 to $3,000 ongoing planning (a higher fee is generally charged for the first year), depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052085","page":"https://plannerfees.com/planners/perennial-wealth-advisors-llc-329913/"},{"crd":131037,"name":"Perigon Wealth Management, LLC","city":"San Francisco","state":"CA","fees":{"flat":[1000,15000]},"sourceSentences":{"flat":"Fixed engagement fees typically range from $1,000 to $15,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032793","page":"https://plannerfees.com/planners/perigon-wealth-management-llc-131037/"},{"crd":166369,"name":"Perk Planning","city":"Madison","state":"WI","fees":{"flat":[1900,1900]},"sourceSentences":{"flat":"Focused Planning Service Focused Planning will generally be offered on a fixed fee basis ($1,900 per engagement)."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057855","page":"https://plannerfees.com/planners/perk-planning-166369/"},{"crd":343191,"name":"Perla Wealth LLC","city":"Denver","state":"CO","fees":{"flat":[0,25000]},"sourceSentences":{"flat":"Financial Perla Wealth LLC Part 2A / 2B Brochure – July 2026 Page 8 Planning fees are fixed and range from $0 to $25,000."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054679","page":"https://plannerfees.com/planners/perla-wealth-llc-343191/"},{"crd":150908,"name":"Perry Investment Management, LLC","city":"Round Rock","state":"TX","fees":{"hourly":[200,200],"flat":[1000,10000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $10,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031321","page":"https://plannerfees.com/planners/perry-investment-management-llc-150908/"},{"crd":338293,"name":"Pers Pro","city":"Vancleave","state":"MS","fees":{"monthly":[300,300]},"sourceSentences":{"monthly":"The fixed fee is $300 per month and non-negotiable."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056345","page":"https://plannerfees.com/planners/pers-pro-338293/"},{"crd":121312,"name":"Persico Asset Management","city":"Naples","state":"FL","fees":{"hourly":[325,325],"flat":[1000,5000]},"sourceSentences":{"flat":"PERSICO will charge a fixed fee that ranges from $1,000.00 to $5,000.00 for broad based planning services.","hourly":"PERSICO charges an hourly fee of $325 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=966301","page":"https://plannerfees.com/planners/persico-asset-management-121312/"},{"crd":136619,"name":"Personal Asset Management","city":"St Petersburg","state":"FL","fees":{"hourly":[280,280]},"sourceSentences":{"hourly":"Fees associated with consulting services may be based on an hourly rate ($280 per hour), a fixed fee, or on retainer basis."},"brochureDate":"3/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=483417","page":"https://plannerfees.com/planners/personal-asset-management-136619/"},{"crd":324747,"name":"Personal Best Financial LLC","city":"Oakland","state":"CA","fees":{"hourly":[250,250],"flat":[2500,10000],"annual":[800,800]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 to $10,000.","hourly":"Our hourly rate is $250-400, which is negotiable in our sole discretion.","annual":"The fees for these additional estate planning services will be determined based on the complexity of the planning services needed. 10 Estate Planning Service Fixed Fee Summary of Existing Plan $300 Trust-based Estate Plan $1,300 Will-based Estate Plan $800 Annual Review & Updates to Existing Plan* $300 *For clients…"},"brochureDate":"2/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009108","page":"https://plannerfees.com/planners/personal-best-financial-llc-324747/"},{"crd":158248,"name":"Personal Cfo Solutions LLC","city":"Chester","state":"NJ","fees":{"flat":[1000,20000]},"sourceSentences":{"flat":"Financial Planning and Consulting Personal CFO will charge a fixed or hourly fee for this service, which will range from $1,000 to $20,000 on a fixed fee basis."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032436","page":"https://plannerfees.com/planners/personal-cfo-solutions-llc-158248/"},{"crd":331381,"name":"Personal Financial Partners","city":"Chevy Chase","state":"MD","fees":{"flat":[5000,5000],"annual":[5000,5000]},"sourceSentences":{"annual":"For Clients who elect to obtain ongoing financial planning services, we charge a maximum annual fee of $5,000.","flat":"We charge a fixed fee not to exceed $5,000 for Project-Based Financial Planning."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019472","page":"https://plannerfees.com/planners/personal-financial-partners-331381/"},{"crd":109327,"name":"Personal Financial Profiles Inc","city":"Coral Springs","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"With regard to an hourly arrangement, PFP will work on hourly charges of $250.00 per hour."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008394","page":"https://plannerfees.com/planners/personal-financial-profiles-inc-109327/"},{"crd":127347,"name":"Personal Financial Solutions, LLC","city":"Fayetteville","state":"GA","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"The standard hourly rate for services is $75 per hour. 4 (6)"},"brochureDate":"5/7/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=977426","page":"https://plannerfees.com/planners/personal-financial-solutions-llc-127347/"},{"crd":112178,"name":"Personal Money Planning, LLC","city":"Wichita Falls","state":"TX","fees":{"hourly":[250,250],"flat":[350,350]},"sourceSentences":{"hourly":"The amount is charged our normal hourly rate of $250 per hour.","flat":"A flat rate of $350, plus $250 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031256","page":"https://plannerfees.com/planners/personal-money-planning-llc-112178/"},{"crd":289380,"name":"Personal Path Financial Planning","city":"Hillsborough","state":"NC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"We will provide our services at the hourly rate of $300 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030789","page":"https://plannerfees.com/planners/personal-path-financial-planning-289380/"},{"crd":313044,"name":"Personal Prosperity LLC","city":"Spring","state":"TX","fees":{"hourly":[200,200],"flat":[500,5000],"annual":[2400,12000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing annual fee of between $2,400-$12,000, that is billed on a monthly basis.","annual":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing annual fee of between $2,400-$12,000, that is billed on a monthly basis.","hourly":"Project-Based Financial Planning Project Based Financial Planning engagements are offered at an hourly rate of $200 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012535","page":"https://plannerfees.com/planners/personal-prosperity-llc-313044/"},{"crd":125259,"name":"Personal Wealth Advisory, LLC","city":"Lancaster","state":"PA","fees":{"hourly":[150,400]},"sourceSentences":{"hourly":"Financial Planning and Consultation Services Financial Planning and Consultation Services are billed at an hourly rate ranging from $150 to $400 per hour."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008538","page":"https://plannerfees.com/planners/personal-wealth-advisory-llc-125259/"},{"crd":299390,"name":"Personal Wealth Planning, LLC","city":"Hollywood","state":"FL","fees":{"flat":[12000,12000]},"sourceSentences":{"flat":"Financial Advisory Consulting services are offered based on a flat fee not to exceed $12,000."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000560","page":"https://plannerfees.com/planners/personal-wealth-planning-llc-299390/"},{"crd":155699,"name":"Perspective Asset Management, LLC","city":"Westfield","state":"IN","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"The hourly fee for these services is $125."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000711","page":"https://plannerfees.com/planners/perspective-asset-management-llc-155699/"},{"crd":104619,"name":"Perspective Wealth Management","city":"Hunt Valley","state":"MD","fees":{"quarterly":[300,300]},"sourceSentences":{"quarterly":"We charge a minimum quarterly fee of $300 per client on managed accounts."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007536","page":"https://plannerfees.com/planners/perspective-wealth-management-104619/"},{"crd":316813,"name":"Peters Wealth Group","city":"Westerville","state":"OH","fees":{"hourly":[500,500],"annual":[10000,10000]},"sourceSentences":{"annual":"The maximum fixed fee is $10,000 annually payable monthly in advance.","hourly":"The maximum hourly fee is $500 per hour, payable monthly in 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staff."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042859","page":"https://plannerfees.com/planners/petersen-hastings-wealth-advisors-inc-110952/"},{"crd":288620,"name":"Peterson Wealth Services Inc.","city":"South Ogden","state":"UT","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The hourly rate used for this purpose is $500/hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020852","page":"https://plannerfees.com/planners/peterson-wealth-services-inc-288620/"},{"crd":170020,"name":"Petix & Botte Financial","city":"La Mesa","state":"CA","fees":{"hourly":[250,250],"flat":[500,3000]},"sourceSentences":{"hourly":"Our hourly fee is $250 and flat fees generally range from $500 to $3,000.","flat":"Our hourly fee is $250 and flat fees generally range from $500 to $3,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034791","page":"https://plannerfees.com/planners/petix-botte-financial-170020/"},{"crd":107196,"name":"Petra Financial Advisors Inc","city":"Colorado Springs","state":"CO","fees":{"flat":[8000,8000],"quarterly":[2000,2000]},"sourceSentences":{"flat":"The minimum financial planning development fee is $8,000, although the Advisor may offer a different fee at its own discretion or through negotiation with the Client.","quarterly":"For a Special Project, $1,000 is due upon execution of the Client Agreement with the balance paid down in $2,000 quarterly payments or at the completion of the specified work."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013338","page":"https://plannerfees.com/planners/petra-financial-advisors-inc-107196/"},{"crd":332830,"name":"Petra Wealth Management","city":"Fredericksburg","state":"VA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning is billed at an hourly rate of $250."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030005","page":"https://plannerfees.com/planners/petra-wealth-management-332830/"},{"crd":319001,"name":"Petrarch Wealth Management","city":"Chicago","state":"IL","fees":{"hourly":[250,250],"annual":[600,6000]},"sourceSentences":{"hourly":"PROJECT-BASED PLANNING FEES Hourly fee of $250 per hour based on complexity and unique client needs.","annual":"COMPREHENSIVE PLANNING FEES Comprehensive Financial Planning Services are offered based on annual fee of $600 $6,000, which will be charged in equal monthly payments."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036199","page":"https://plannerfees.com/planners/petrarch-wealth-management-319001/"},{"crd":322371,"name":"Petredis Investment Advisors","city":"Warrendale","state":"PA","fees":{"hourly":[250,750]},"sourceSentences":{"hourly":"Our hourly rate is generally between $250-$750 an hour and range up to $20,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015047","page":"https://plannerfees.com/planners/petredis-investment-advisors-322371/"},{"crd":324059,"name":"Petros Family Wealth, LLC","city":"Bloomington","state":"MN","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Fees for financial planning and consulting services are billed on a fixed rate basis ranging from $500$10,000 depending on the complexity of the work provided."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012598","page":"https://plannerfees.com/planners/petros-family-wealth-llc-324059/"},{"crd":342609,"name":"Pezzi Private Capital","city":"Westport","state":"CT","fees":{"hourly":[250,400],"flat":[1500,50000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $50,000.","hourly":"The negotiated hourly fee for these services is between $250 and $400."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045701","page":"https://plannerfees.com/planners/pezzi-private-capital-342609/"},{"crd":173344,"name":"PFG Advisors","city":"Phoenix","state":"AZ","fees":{"hourly":[100,1000],"flat":[100,5000]},"sourceSentences":{"hourly":"Our hourly fees range from $100.00 - $1000.00.","flat":"Flat fees generally range from $100.00 to $5,000.00."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020530","page":"https://plannerfees.com/planners/pfg-advisors-173344/"},{"crd":282301,"name":"PFG Private Wealth Management, LLC","city":"Lutz","state":"FL","fees":{"hourly":[150,500],"flat":[150,15000]},"sourceSentences":{"hourly":"7 The hourly fee for these services is between $150 and $500.","flat":"The negotiated fixed rate for creating client financial plans is between $150 and $15,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018730","page":"https://plannerfees.com/planners/pfg-private-wealth-management-llc-282301/"},{"crd":316661,"name":"PFL Partners LLC","city":"Hawthorne","state":"CA","fees":{"hourly":[150,150],"flat":[600,1800],"monthly":[150,750]},"sourceSentences":{"flat":"Clients will pay a fixed fee ranging from $600.00 to $1,800.00, depending on complexity 5 and needs of the client, and an ongoing fee that is paid monthly at a rate ranging from $150.00 to $750.00 per month.","monthly":"Clients will pay a fixed fee ranging from $600.00 to $1,800.00, depending on complexity 5 and needs of the client, and an ongoing fee that is paid monthly at a rate ranging from $150.00 to $750.00 per month.","hourly":"Services are also offered at an hourly rate of $150.00 per hour, with a four-hour minimum."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=808817","page":"https://plannerfees.com/planners/pfl-partners-llc-316661/"},{"crd":119610,"name":"PFS Planning LLC","city":"New York","state":"NY","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"PFS Planning's service fee is based on time spent at an hourly rate of $350."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=815111","page":"https://plannerfees.com/planners/pfs-planning-llc-119610/"},{"crd":311179,"name":"Pharmd Financial Planning LLC","city":"Owatonna","state":"MN","fees":{"quarterly":[3000,3000],"annual":[12000,12000]},"sourceSentences":{"annual":"Our fee for Ongoing Financial Planning & Investment Management consists of a fixed annual fee of $12,000, paid in arrears quarterly ($3,000/quarter).","quarterly":"Our fee for Ongoing Financial Planning & Investment Management consists of a fixed annual fee of $12,000, paid in arrears quarterly ($3,000/quarter)."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058988","page":"https://plannerfees.com/planners/pharmd-financial-planning-llc-311179/"},{"crd":334306,"name":"Phase Change Wealth Management LLC","city":"Sebastopol","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our hourly rate is $300."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015061","page":"https://plannerfees.com/planners/phase-change-wealth-management-llc-334306/"},{"crd":122959,"name":"Phase III Advisory Services, LTD","city":"Buffalo Grove","state":"IL","fees":{"hourly":[360,360]},"sourceSentences":{"hourly":"The fees for our financial planning and consultative services will be billed at $360/hr or as negotiated on a case by case basis."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018132","page":"https://plannerfees.com/planners/phase-iii-advisory-services-ltd-122959/"},{"crd":329068,"name":"Phase Line Financial","city":"Arroyo Grande","state":"CA","fees":{"hourly":[0,500],"flat":[0,36000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee of $0-$36,000 paid monthly, quarterly, or semiannually, in advance, based on the complexity and needs of the client.","hourly":"Financial Planning can also be offered at an hourly rate between $0 and $500 per hour, depending on complexity."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029811","page":"https://plannerfees.com/planners/phase-line-financial-329068/"},{"crd":158682,"name":"Phelps Financial Advisors","city":"State College","state":"PA","fees":{"hourly":[200,200],"flat":[1200,3600]},"sourceSentences":{"hourly":"Phelps Financial Advisors offers hourly services at a rate of $200 / hour, and retainer or fixed-fee basis ranging from $1,200 to $3,600 depending on the nature and complexity of the clients’ circumstances.","flat":"Phelps Financial Advisors offers hourly services at a rate of $200 / hour, and retainer or fixed-fee basis ranging from $1,200 to $3,600 depending on the nature and complexity of the clients’ circumstances."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052974","page":"https://plannerfees.com/planners/phelps-financial-advisors-158682/"},{"crd":130358,"name":"Philip J. Sagan Financial Consulting, Inc.","city":"Newton","state":"MA","fees":{"hourly":[425,425]},"sourceSentences":{"hourly":"My hourly rate is $425."},"brochureDate":"3/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019034","page":"https://plannerfees.com/planners/philip-j-sagan-financial-consulting-inc-130358/"},{"crd":114749,"name":"Philip M. Watson, Financial Advisor","city":"Franklin","state":"TN","fees":{"annual":[3000,10000]},"sourceSentences":{"annual":"Open Retainer Initial Year of Open Retainer: $5,000 - $10,000 Renewal Years of Open Retainer: $3,000 - $8,000 Fees are calculated annually and payable quarterly."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011791","page":"https://plannerfees.com/planners/philip-m-watson-financial-advisor-114749/"},{"crd":332817,"name":"Philipp Capital Advisors","city":"Shaker Heights","state":"OH","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Our advisory fee is prorated for any Project-Based Financial Planning Should clients desire using an hourly fee arrangement for Project-Based Financial Planning, our hourly rate is $400."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053715","page":"https://plannerfees.com/planners/philipp-capital-advisors-332817/"},{"crd":168228,"name":"Phillip James Financial Co.","city":"Plymouth","state":"MN","fees":{"flat":[2500,5000],"annual":[12500,12500]},"sourceSentences":{"flat":"We charge an initial planning fee of $2,500 to $5,000 depending on the complexity of the plan.","annual":"Phillip James has a $12,500 annual minimum fee and, in its sole discretion, may waive its minimum fee and/or charge a lesser investment advisory fee."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028188","page":"https://plannerfees.com/planners/phillip-james-financial-co-168228/"},{"crd":297249,"name":"Phillips Wealth Management LLC","city":"Pickerington","state":"OH","fees":{"flat":[250,1500],"annual":[5000,5000]},"sourceSentences":{"annual":"Annual fees are capped at $5,000 per client per account unless an alternative fee cap is negotiated.","flat":"AND CONSULTING PWM charges a negotiable fixed fee for financial planning/consulting between $250 and $1,500, depending on the unique needs and circumstances of each client."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046971","page":"https://plannerfees.com/planners/phillips-wealth-management-llc-297249/"},{"crd":343067,"name":"Phin Wealth","city":"Middleburg","state":"VA","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"Tier Annual Fee Core $5,000 Advanced $7,500 9 Investment Management Services Investment Management Services are included without an additional fee for Clients engaged in the Firm's Financial Planning Services."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053728","page":"https://plannerfees.com/planners/phin-wealth-343067/"},{"crd":284293,"name":"Phoenix Financial Engineering, LLC","city":"Baltimore","state":"MD","fees":{"hourly":[185,185],"flat":[1500,2500]},"sourceSentences":{"hourly":"Services are offered based on a negotiable hourly rate of $185 per hour.","flat":"Services are offered based on a negotiable flat fee ranging between $1,500 and $2,500 based on the complexity of the plan and the client’s needs."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022593","page":"https://plannerfees.com/planners/phoenix-financial-engineering-llc-284293/"},{"crd":148796,"name":"Phoenix Financial Solutions, Inc.","city":"Greensboro","state":"NC","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"hourly":"Our fee for financial planning services is $250 per hour billed in six minute increments.","flat":"The minimum cost for a Comprehensive Financial Plan will be $500 with the actual cost being based on the complexity of the Client’s situation."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030059","page":"https://plannerfees.com/planners/phoenix-financial-solutions-inc-148796/"},{"crd":118412,"name":"Phoenix Wealth Advisors Inc.","city":"Chapel Hill","state":"NC","fees":{"hourly":[350,350],"flat":[1150,4200]},"sourceSentences":{"hourly":"The fees are payable as follows: hourly rates for plan development or consultation are $350 per hour, fixed fees for plans will run between $1,150 and $4,200 depending on the complexity and comprehensiveness of the plan.","flat":"The fees are payable as follows: hourly rates for plan development or consultation are $350 per hour, fixed fees for plans will run between $1,150 and $4,200 depending on the complexity and comprehensiveness of the plan."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009675","page":"https://plannerfees.com/planners/phoenix-wealth-advisors-inc-118412/"},{"crd":333158,"name":"Phoenix-Veritas Wealth Management","city":"Staten Island","state":"NY","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"For clients requiring advice through consultation, the fee will be based on an hourly rate of $100.00 per hour worked."},"brochureDate":"5/6/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=977241","page":"https://plannerfees.com/planners/phoenix-veritas-wealth-management-333158/"},{"crd":288809,"name":"Physician Advising LLC","city":"Newport","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at an hourly rate of $300 per hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019150","page":"https://plannerfees.com/planners/physician-advising-llc-288809/"},{"crd":298421,"name":"Pi Wealth Plan LLC","city":"San Jose","state":"CA","fees":{"monthly":[2075,2075]},"sourceSentences":{"monthly":"The Ongoing Advisory fee is paid monthly in advance (starting at $2,075 per month)."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045447","page":"https://plannerfees.com/planners/pi-wealth-plan-llc-298421/"},{"crd":317854,"name":"Piano Wealth Management","city":"Victor","state":"NY","fees":{"hourly":[250,250],"flat":[500,2500]},"sourceSentences":{"flat":"The range of fees for fixed planning are generally between $500 to $2,500.","hourly":"The hourly fee is generally $250 an hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023963","page":"https://plannerfees.com/planners/piano-wealth-management-317854/"},{"crd":139262,"name":"Picket Fence Financial, LLC","city":"Forest Hill","state":"MD","fees":{"hourly":[200,200],"flat":[3000,10000]},"sourceSentences":{"flat":"Comprehensive, Annual Retainer All comprehensive financial planning services are offered on a fixed fee basis and will range from $3,000.00 to $10,000.00 for the initial engagement.","hourly":"The cost for any hourly planning is $200 per hour – one-half (1/2) upon execution of the advisory agreement with Adviser and the balance due at the completion of the project, unless otherwise negotiated with the Client."},"brochureDate":"3/13/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=952149","page":"https://plannerfees.com/planners/picket-fence-financial-llc-139262/"},{"crd":333483,"name":"Pickwick Wealth Management","city":"Deerfield","state":"IL","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Full Financial Plans and Consulting Services are offered based on an hourly fee of $350 per hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012064","page":"https://plannerfees.com/planners/pickwick-wealth-management-333483/"},{"crd":307247,"name":"Piece of Wealth Planning LLC","city":"Dacula","state":"GA","fees":{"hourly":[250,250],"flat":[300,10000],"monthly":[450,1250]},"sourceSentences":{"monthly":"Clients with an AUM below $500,000, PWP charges an ongoing flat annual fee that is paid monthly or quarterly, in arrears, at the rate of $450 - $1250 per month, depending on the complexity and individual needs of the Client.","hourly":"Hourly financial planning is offered at a rate of $250 per hour, billed in 15-minute increments, and a partial increment will be treated as a whole increment.","flat":"The fixed fee can range between $300 and $10,000 based on the level of complexity and needs of the client."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007753","page":"https://plannerfees.com/planners/piece-of-wealth-planning-llc-307247/"},{"crd":142921,"name":"Piedmont Financial Advisors, LLC","city":"Indianapolis","state":"IN","fees":{"annual":[3500,3500]},"sourceSentences":{"annual":"Minimum annual fee for Open Retainer is $3,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034641","page":"https://plannerfees.com/planners/piedmont-financial-advisors-llc-142921/"},{"crd":314420,"name":"Piedmont Financial Consulting","city":"Laurel","state":"MD","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Comprehensive and General Financial Planning Services Comprehensive financial planning services have a cost of $1500."},"brochureDate":"9/18/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=925333","page":"https://plannerfees.com/planners/piedmont-financial-consulting-314420/"},{"crd":333693,"name":"Piedmont Wealth Advisory","city":"Reston","state":"VA","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"All Clients will be charged a minimum annual fee of $2,500."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003281","page":"https://plannerfees.com/planners/piedmont-wealth-advisory-333693/"},{"crd":340285,"name":"Piedmont Wealth Management","city":"Alexandria","state":"VA","fees":{"hourly":[200,200],"flat":[750,5000]},"sourceSentences":{"hourly":"Our hourly charge is $200 per hour.","flat":"Fixed fees will be between $750 and $5,000."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042343","page":"https://plannerfees.com/planners/piedmont-wealth-management-340285/"},{"crd":325987,"name":"Pier 42 Advisors","city":"South Dennis","state":"MA","fees":{"hourly":[350,350],"flat":[2500,25000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 - $25,000.","hourly":"Our hourly rate is $350."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006048","page":"https://plannerfees.com/planners/pier-42-advisors-325987/"},{"crd":312770,"name":"Piershale Wealth Management, LLC","city":"Crystal Lake","state":"IL","fees":{"hourly":[300,300],"flat":[2000,4000],"annual":[4000,15000]},"sourceSentences":{"annual":"Ongoing Financial Planning Fee Ongoing Financial Planning will generally be offered on a fixed fee basis and can range between $4,000 and $15,000 per year depending on complexity.","hourly":"Any earned but unpaid fees will be billed for work completed up to the date of termination at the rate of $300 per hour.","flat":"Tax Planning Fee Tax Planning is offered for $2,000 to $4,000 based upon complexity and in certain cases may be negotiable."},"brochureDate":"9/19/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=991118","page":"https://plannerfees.com/planners/piershale-wealth-management-llc-312770/"},{"crd":166867,"name":"Pih Investments, LLC","city":"South Pasadena","state":"CA","fees":{"hourly":[240,240],"flat":[960,3500]},"sourceSentences":{"hourly":"5 Pih Investments, LLC Financial Planning Services are offered based on an hourly fee of $240 per hour.","flat":"Services are offered based on flat fees ranging from $960 to $3500 depending on the complexity of the financial situation and services provided."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049215","page":"https://plannerfees.com/planners/pih-investments-llc-166867/"},{"crd":300544,"name":"Pihl Financial Planning","city":"Albuquerque","state":"NM","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"For financial planning billed on an hourly basis, clients will be billed in arrears, at the rate of $275/hour."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054429","page":"https://plannerfees.com/planners/pihl-financial-planning-300544/"},{"crd":121880,"name":"Pillar Financial Advisors, LLC","city":"Louisville","state":"KY","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"Since the minimum flat retainer fee is $20,000 annually, clients with less than $2,300,000 of investment assets will generally be assessed an asset-based percentage fee under the investment assets under management calculation."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051982","page":"https://plannerfees.com/planners/pillar-financial-advisors-llc-121880/"},{"crd":335717,"name":"Pillar Financial Planning","city":"Raymore","state":"MO","fees":{"hourly":[250,250],"flat":[4000,4000],"annual":[12000,12000]},"sourceSentences":{"hourly":"Core Planning Services Core Planning Services are provided on an hourly basis at the rate of $250 per hour.","flat":"Concierge Planning Services Concierge Planning Services consists of an Initial Fee and an Ongoing Fee, as follows:  The Initial Fee is a fixed fee of $4,000, payable upon signing the advisory agreement.","annual":"When this cap applies, the combined annual advisory fee charged to the Primary Household will not exceed $12,000, regardless of total assets managed for those individuals. 7 Disclosure Brochure March 6, 2026 If adult children or other related persons are included for purposes of qualifying for fee breakpoints,…"},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015887","page":"https://plannerfees.com/planners/pillar-financial-planning-335717/"},{"crd":323139,"name":"Pillar Wealth LLC","city":"Franklin","state":"IN","fees":{"monthly":[515,11100]},"sourceSentences":{"monthly":"These monthly fees will be between $515 and $11,100."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045663","page":"https://plannerfees.com/planners/pillar-wealth-llc-323139/"},{"crd":170540,"name":"Pinafore Wealth Counsel Inc.","city":"Durham","state":"NC","fees":{"hourly":[450,450],"flat":[6500,15000]},"sourceSentences":{"flat":"If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees. 5 Financial Planning & Consulting Services For financial planning services where we provide you a financial plan, we charge a negotiable fixed fee that ranges from $6,500 to $15,000 depending upon the…","hourly":"Our rate for such services is $450 per hour and is negotiable depending on the scope and complexity of the consulting services to be performed."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008099","page":"https://plannerfees.com/planners/pinafore-wealth-counsel-inc-170540/"},{"crd":308193,"name":"Pine Grove Financial Group","city":"Woodbury","state":"MN","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"The minimum fixed fee is generally $2,500 and the maximum fixed fee is generally no more than $10,000."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045679","page":"https://plannerfees.com/planners/pine-grove-financial-group-308193/"},{"crd":335396,"name":"Pine To Palm Financial, LLC","city":"Clermont","state":"FL","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"P2P charges a negotiable fixed fee between $500 and $2,500 based on complexity and unique Client needs."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009332","page":"https://plannerfees.com/planners/pine-to-palm-financial-llc-335396/"},{"crd":310282,"name":"Pinecone Financial","city":"Oakland","state":"CA","fees":{"hourly":[300,300],"monthly":[100,100]},"sourceSentences":{"monthly":"Ongoing planning and Coaching Ongoing planning and coaching is provided at a rate of $100 per month.","hourly":"Financial Planning fee is available for an hourly rate of $300 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=673397","page":"https://plannerfees.com/planners/pinecone-financial-310282/"},{"crd":342141,"name":"Pink Planning","city":"Tolland","state":"CT","fees":{"hourly":[250,250],"monthly":[199,199]},"sourceSentences":{"monthly":"Service Tier Monthly Fee Star $199 Icon $399 Legend $599 Financial Planning with Investment Management Investment management services are available to Clients participating in our Financial Planning Services as an optional add-on and are charged in addition to the financial planning fee.","hourly":"Financial Planning We charge an hourly fee of $250."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053459","page":"https://plannerfees.com/planners/pink-planning-342141/"},{"crd":106817,"name":"Pinnacle Advisors","city":"Mansfield","state":"OH","fees":{"flat":[3000,20000],"quarterly":[1850,1850],"annual":[7500,7500]},"sourceSentences":{"annual":"Lifetime | Ascent™ Program: $7,500 annually ($1,850 per quarter).","quarterly":"Lifetime | Ascent™ Program: $7,500 annually ($1,850 per quarter).","flat":"For financial planning only clients, Pinnacle's one-time Financial Planning fees range from $3,000 to $20,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030868","page":"https://plannerfees.com/planners/pinnacle-advisors-106817/"},{"crd":319369,"name":"Pinnacle Financial Freedom LLC","city":"Scottsdale","state":"AZ","fees":{"flat":[650,650],"monthly":[200,200]},"sourceSentences":{"flat":"PFFL generally charges a monthly advisory fee of $650 for financial planning and portfolio management services.","monthly":"PFFL will offer financial plans and portfolio management to direct family members of existing clients for an additional $200 per month."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051511","page":"https://plannerfees.com/planners/pinnacle-financial-freedom-llc-319369/"},{"crd":332295,"name":"Pinnacle Financial Group LLC","city":"Valparaiso","state":"IN","fees":{"flat":[500,500]},"sourceSentences":{"flat":"AND CONSULTING PFG charges a fixed fee of $500 based on complexity and unique Client needs for financial planning."},"brochureDate":"8/12/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=922002","page":"https://plannerfees.com/planners/pinnacle-financial-group-llc-332295/"},{"crd":317718,"name":"Pinnacle Financial Planning","city":"Aurora","state":"IL","fees":{"flat":[250,2000]},"sourceSentences":{"flat":"PFP charges a negotiable fixed fee for financial planning services between $250 and $2,000 dependent upon the complexity of the Client’s specific situation."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044822","page":"https://plannerfees.com/planners/pinnacle-financial-planning-317718/"},{"crd":108086,"name":"Pinnacle Investment Advisors","city":"Tulsa","state":"OK","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Pinnacle provides consultation and employee education services for 401(k) plans and can provide asset allocation analysis, portfolio analysis, and security analysis services for an hourly rate of $250.00."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015043","page":"https://plannerfees.com/planners/pinnacle-investment-advisors-108086/"},{"crd":149495,"name":"Pinnacle Investment Advisors, LLC","city":"Ann Arbor","state":"MI","fees":{"hourly":[175,250]},"sourceSentences":{"hourly":"Follow-on implementation work is billed separately at the rate of $175 to $250 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023483","page":"https://plannerfees.com/planners/pinnacle-investment-advisors-llc-149495/"},{"crd":155093,"name":"Pinnacle Planning Advisors, LLC","city":"Evanston","state":"IL","fees":{"hourly":[350,350],"flat":[800,3000],"annual":[2000,12000]},"sourceSentences":{"annual":"These fixed annual retainer fees are negotiable but will range from $2,000 to $12,000 per year.","flat":"The rate for creating comprehensive financial plans ranges from $800 to $3,000 depending on the complexity.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is no greater than $350 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024441","page":"https://plannerfees.com/planners/pinnacle-planning-advisors-llc-155093/"},{"crd":136331,"name":"Pinnacle Retirement & Financial Planning","city":"San Rafael","state":"CA","fees":{"flat":[300,300]},"sourceSentences":{"flat":"General Financial Planning Projects and consulting service fees are assessed by financial planning complexity on a billable hourly range of $300-450/hr."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036324","page":"https://plannerfees.com/planners/pinnacle-retirement-financial-planning-136331/"},{"crd":155652,"name":"Pinnacle Strategic Wealth Management, LLC.","city":"King Of Prussia","state":"PA","fees":{"hourly":[150,500],"flat":[500,5000]},"sourceSentences":{"flat":"Financial Planning fees will be charged in one of two ways:   As a fixed fee, typically ranging from $500 - $5,000, depending on the nature and complexity of each client's circumstances.","hourly":"On an hourly basis, ranging from $150 - $500 per hour, depending on the nature and complexity of each client's circumstances."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059822","page":"https://plannerfees.com/planners/pinnacle-strategic-wealth-management-llc-155652/"},{"crd":117517,"name":"Pinnacle Wealth Advisors","city":"Clackamas","state":"OR","fees":{"flat":[3000,5000]},"sourceSentences":{"flat":"Stand-alone financial planning and consulting clients who are individuals typically pay fixed fees ranging from $3,000 - $5,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039070","page":"https://plannerfees.com/planners/pinnacle-wealth-advisors-117517/"},{"crd":283919,"name":"Pinnacle Wealth Management, LLC","city":"Dyersburg","state":"TN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Pinnacle Wealth’s financial planning and consulting services are offered for an hourly fee of $200."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003129","page":"https://plannerfees.com/planners/pinnacle-wealth-management-llc-283919/"},{"crd":105365,"name":"Pinney & Scofield, Inc.","city":"Cambridge","state":"MA","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"The Firm’s planning and consulting fees are negotiable, but generally range from $250.00 to $500.00 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s). 8 B."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028060","page":"https://plannerfees.com/planners/pinney-scofield-inc-105365/"},{"crd":133429,"name":"Pioneer Wealth Management Group","city":"Austin","state":"TX","fees":{"hourly":[250,1000]},"sourceSentences":{"hourly":"In certain instances, Advisor offers its financial planning services as an hourly engagement at an hourly rate from $250 to $1,000 per hour."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006633","page":"https://plannerfees.com/planners/pioneer-wealth-management-group-133429/"},{"crd":311967,"name":"Pira Wealth Management","city":"Coralville","state":"IA","fees":{"flat":[500,50000]},"sourceSentences":{"flat":"Flat fees range from $500 to $50,000."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000142","page":"https://plannerfees.com/planners/pira-wealth-management-311967/"},{"crd":313209,"name":"Pisces Financial Advisors, LLC","city":"Chapel Hill","state":"NC","fees":{"hourly":[275,275],"flat":[5000,30000],"annual":[5000,5000]},"sourceSentences":{"flat":"Wealth Management Engagement Fee For its Wealth Management Engagement fee, Pisces charges an annual, fixed fee ranging from $5,000 - $30,000, customized to each client situation with consideration for the assets being managed for the client, the amount, type, and where the assets are held, the scope of the services…","annual":"There is a minimum fee associated with this service of $5,000/year.","hourly":"Pisces charges an hourly fee of $275 for financial planning only engagements."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015174","page":"https://plannerfees.com/planners/pisces-financial-advisors-llc-313209/"},{"crd":171441,"name":"Pitzl Financial","city":"Arden Hills","state":"MN","fees":{"hourly":[300,300],"flat":[1500,5000]},"sourceSentences":{"hourly":"Advisor’s financial planning fees may be negotiable, depending upon the level and scope of the services required, but generally are $300 per hour.","flat":"Financial Planning fees may also be charged on a fixed fee basis, typically ranging from $1500 to $5000 depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007521","page":"https://plannerfees.com/planners/pitzl-financial-171441/"},{"crd":130562,"name":"Pivot Point Advisors, LLC","city":"Bellaire","state":"TX","fees":{"hourly":[250,250],"flat":[3900,3900]},"sourceSentences":{"flat":"PPA offers Financial Plans for $3900 and consulting services for $250/hour.","hourly":"PPA offers Financial Plans for $3900 and consulting services for $250/hour."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008847","page":"https://plannerfees.com/planners/pivot-point-advisors-llc-130562/"},{"crd":143846,"name":"Pivotal Financial Services, Inc.","city":"Melville","state":"NY","fees":{"hourly":[350,350],"flat":[500,5500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $350 per hour.","flat":"Full Financial Plans are offered based on a flat fee between $500-$5,500, based on complexity and unique Client needs."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007343","page":"https://plannerfees.com/planners/pivotal-financial-services-inc-143846/"},{"crd":321023,"name":"Pivotal Wealth and Tax","city":"Preston","state":"MN","fees":{"hourly":[50,400],"flat":[125,1110],"monthly":[150,3000]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $50 and $400.","flat":"The negotiated fixed fee is between $125 and $1,110.","monthly":"The negotiated bookkeeping subscription fee based on the bookkeeping matrix is between $150 and $3,000 per month."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039053","page":"https://plannerfees.com/planners/pivotal-wealth-and-tax-321023/"},{"crd":310287,"name":"Pivotpoint Advisors, LLC","city":"Las Vegas","state":"NV","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $100.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”)."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043213","page":"https://plannerfees.com/planners/pivotpoint-advisors-llc-310287/"},{"crd":285762,"name":"Pixel Financial Planning","city":"San Francisco","state":"CA","fees":{"hourly":[300,300],"flat":[5000,10000],"quarterly":[1500,3000]},"sourceSentences":{"flat":"Investment Consulting Services Investment Consulting Services consist of a fixed fee range of $5,000 to $10,000 for the base plan and a quarterly fee range of $1,500 to $3,000 for performance investment monitoring and reporting.","quarterly":"Investment Consulting Services Investment Consulting Services consist of a fixed fee range of $5,000 to $10,000 for the base plan and a quarterly fee range of $1,500 to $3,000 for performance investment monitoring and reporting.","hourly":"Services beyond the base plan and investment monitoring/reporting are billed at our hourly rate of $300."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056298","page":"https://plannerfees.com/planners/pixel-financial-planning-285762/"},{"crd":333388,"name":"Pizarro Advisors","city":"Taunton","state":"MA","fees":{"monthly":[99,99]},"sourceSentences":{"monthly":"Fees for Financial Planning Services Pizarro Advisors charges each client an ongoing flat rate fee of $99/month for a client to receive Financial Planning Services. 2.) Fees for Business Consulting Services There is no set fee that Pizarro Advisors charges for this service."},"brochureDate":"9/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058448","page":"https://plannerfees.com/planners/pizarro-advisors-333388/"},{"crd":340608,"name":"PK Financial Services","city":"Pawling","state":"NY","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Financial planning services outside an Investment Management Agreement are billed at $125 per hour."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049703","page":"https://plannerfees.com/planners/pk-financial-services-340608/"},{"crd":335676,"name":"PK Wealth Advisors","city":"Sacramento","state":"CA","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"flat":"ERISA PLAN SERVICES For start up plans, the firm charges an initial flat fee of $2,500.","hourly":"- 5- Consultation Services Fees for Consultation Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045383","page":"https://plannerfees.com/planners/pk-wealth-advisors-335676/"},{"crd":170887,"name":"PL Wealth Advisors, LLC","city":"Salt Lake City","state":"UT","fees":{"hourly":[150,150],"flat":[5000,15000]},"sourceSentences":{"flat":"These fees are negotiable, but range from $5,000 to $15,000 on a fixed fee basis depending on the services for which the Firm is engaged or $150 on an hourly basis.","hourly":"These fees are negotiable, but range from $5,000 to $15,000 on a fixed fee basis depending on the services for which the Firm is engaged or $150 on an hourly basis."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028177","page":"https://plannerfees.com/planners/pl-wealth-advisors-llc-170887/"},{"crd":332841,"name":"Plain Talk Financial Planning, LLC","city":"Amesbury","state":"MA","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"flat":"Ongoing Financial Planning PTFP collects an initial fee, no greater than $2,500.","hourly":"Our hourly rate is $250."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059306","page":"https://plannerfees.com/planners/plain-talk-financial-planning-llc-332841/"},{"crd":300110,"name":"Plains Advisory LLC","city":"Grand Island","state":"NE","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"An hourly fee of $300 per hour is charged by Plains Advisory for financial planning services under this arrangement."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008159","page":"https://plannerfees.com/planners/plains-advisory-llc-300110/"},{"crd":122006,"name":"Plaisier Financial Group LLC","city":"Ludington","state":"MI","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Our current hourly rate is $175.00 per hour."},"brochureDate":"3/23/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=827559","page":"https://plannerfees.com/planners/plaisier-financial-group-llc-122006/"},{"crd":148453,"name":"Plan & Act","city":"Buena Vista","state":"CO","fees":{"flat":[9995,39995]},"sourceSentences":{"flat":"A flat fee of $9,995 - $39,995 for the development and delivery of a comprehensive fiduciary financial plan utilizing the CFP® Board of Standards 7-Step Financial Planning Process."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049256","page":"https://plannerfees.com/planners/plan-act-148453/"},{"crd":113492,"name":"Plan Ahead Financial Management, Inc.","city":"Abilene","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"PAFM provides Financial Consulting services that will be billed based on $300 per hour."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049528","page":"https://plannerfees.com/planners/plan-ahead-financial-management-inc-113492/"},{"crd":44960,"name":"Plan Financial","city":"Fresno","state":"CA","fees":{"hourly":[200,200],"flat":[245,4000]},"sourceSentences":{"hourly":"The hourly fee will not exceed $200/hr.","flat":"The fixed fees range from $245 to $4,000 based on the services provided."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022911","page":"https://plannerfees.com/planners/plan-financial-44960/"},{"crd":326809,"name":"Plan for It Financial, LLC","city":"Salem","state":"MA","fees":{"hourly":[350,350],"flat":[3500,7500]},"sourceSentences":{"flat":"Fixed fee rates range between $3,500 - $7,500.","hourly":"Our hourly rate is $350."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002118","page":"https://plannerfees.com/planners/plan-for-it-financial-llc-326809/"},{"crd":320683,"name":"Plan for Your Goals, LLC","city":"Gulf Breeze","state":"FL","fees":{"hourly":[200,200],"flat":[2590,12000],"monthly":[416,708]},"sourceSentences":{"flat":"Fees for comprehensive financial plans are between $2,590-$12,000.","monthly":"Fees for household client ongoing financial maintenance and support services, including financial planning, are between $416-$708 per month - cancel at any time.","hourly":"The hourly fee for these services is $200."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041930","page":"https://plannerfees.com/planners/plan-for-your-goals-llc-320683/"},{"crd":333706,"name":"Plan Wise Wealth Group, LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[225,225],"flat":[1000,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $225 per hour.","flat":"Services are offered based on a flat fee between $1,000 and $10,000."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056105","page":"https://plannerfees.com/planners/plan-wise-wealth-group-llc-333706/"},{"crd":150292,"name":"Plan2prosper LLC.","city":"Andover","state":"NJ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The $250 hourly fee would typically be for an investment advisory representative with substantial financial services industry experience and/or authoritative credentials such as CFP®, CFA or MBA."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=900663","page":"https://plannerfees.com/planners/plan2prosper-llc-150292/"},{"crd":146827,"name":"Plan2retire","city":"Hagerstown","state":"MD","fees":{"hourly":[150,150],"flat":[500,2500]},"sourceSentences":{"flat":"QUALIFIED PLAN CONSULTING SERVICES Plan2Retire offers qualified plan consulting services to individuals for a negotiable flat fee of $500 - $2,500 based on the complexity of the case for the consultation.","hourly":"Services are offered based on a negotiable hourly rate of $150 per hour."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002196","page":"https://plannerfees.com/planners/plan2retire-146827/"},{"crd":338852,"name":"Planalto Financial","city":"Huntsville","state":"AL","fees":{"hourly":[150,150],"flat":[2400,5000],"quarterly":[5000,5000],"annual":[600,2400]},"sourceSentences":{"annual":"Specialized Plans Flat Annual Fee Payment Frequency Quarterly Fee Advanced Plan $2,400 $600 Simple Retirement Plan $5,000 Quarterly in Advance $1,250 These services are offered over the course of 12 months, at which time the engagement concludes.","quarterly":"Specialized Plans Flat Annual Fee Payment Frequency Quarterly Fee Advanced Plan $2,400 $600 Simple Retirement Plan $5,000 Quarterly in Advance $1,250 These services are offered over the course of 12 months, at which time the engagement concludes.","flat":"Fixed fee rates range between $2,400 to $5,000.","hourly":"Our hourly rate is $150."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015484","page":"https://plannerfees.com/planners/planalto-financial-338852/"},{"crd":106599,"name":"Plancorp, LLC","city":"Saint Louis","state":"MO","fees":{"annual":[12000,12000]},"sourceSentences":{"annual":"Clients are generally subject to a minimum annual fee of $12,000."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054750","page":"https://plannerfees.com/planners/plancorp-llc-106599/"},{"crd":148336,"name":"Plancorr Wealth Management, LLC","city":"Nottingham","state":"MD","fees":{"hourly":[175,175],"flat":[300,300]},"sourceSentences":{"hourly":"Method of Compensation and Fee Schedule PWM bases its fees on hourly charges ($175/hr.) for it’s a-la-carte services.","flat":"Flat-fees for bundled services begin at $300."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000792","page":"https://plannerfees.com/planners/plancorr-wealth-management-llc-148336/"},{"crd":331046,"name":"Plandeavor","city":"Arlington","state":"VA","fees":{"hourly":[300,300],"flat":[500,500],"quarterly":[1000,2250]},"sourceSentences":{"flat":"A one-time fee of $500 is due in advance upon signing this agreement. 5 2.","quarterly":"Fees range from $1,000 to $2,250 per quarter depending on client complexity.","hourly":"Consultation Services Plandeavor charges an hourly fee of $300 per hour for consultation services."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056126","page":"https://plannerfees.com/planners/plandeavor-331046/"},{"crd":322439,"name":"Planful Finance LLC","city":"Lake Oswego","state":"OR","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"We charge a fixed fee for financial planning services, which generally ranges between $500 and $10,000.","hourly":"Our hourly rate is $300."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006575","page":"https://plannerfees.com/planners/planful-finance-llc-322439/"},{"crd":329089,"name":"Planguide Financial","city":"Southlake","state":"TX","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"This service may be canceled with 30 days’ notice. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $500 and $5,000."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006257","page":"https://plannerfees.com/planners/planguide-financial-329089/"},{"crd":105052,"name":"Planned Solutions, Inc.","city":"Folsom","state":"CA","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"Hourly rates range from $100 to $250 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016783","page":"https://plannerfees.com/planners/planned-solutions-inc-105052/"},{"crd":305339,"name":"Planning Associates Wealth Management, LLC","city":"Metairie","state":"LA","fees":{"hourly":[400,400],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $400.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035763","page":"https://plannerfees.com/planners/planning-associates-wealth-management-llc-305339/"},{"crd":286486,"name":"Planning for Progress","city":"Silver Spring","state":"MD","fees":{"flat":[500,10000],"annual":[2500,25000]},"sourceSentences":{"annual":"The fees for comprehensive financial planning consist of an ongoing yearly fee of $2500 - $25,000 that are paid on a quarterly basis in advance.","flat":"Project-based planning The cost for project-based financial planning packages range from $500 - $10000, depending on the topics to be covered, the income and net worth of the Client, topics to be covered and the complexity of the Client’s financial situation."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008070","page":"https://plannerfees.com/planners/planning-for-progress-286486/"},{"crd":317834,"name":"Planning Works Advisory, Inc.","city":"Austin","state":"TX","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Hourly fees (not to exceed $500 per hour) will be estimated based on the complexity and level of service provided on a case by case basis."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009715","page":"https://plannerfees.com/planners/planning-works-advisory-inc-317834/"},{"crd":330175,"name":"Planpath Financial","city":"Marquette","state":"MI","fees":{"hourly":[325,325],"flat":[2500,25000]},"sourceSentences":{"flat":"Fixed fee rates range from $2,500 to $25,000.","hourly":"Financial Planning engagements are offered at a rate of $325 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025981","page":"https://plannerfees.com/planners/planpath-financial-330175/"},{"crd":290306,"name":"Planvest Financial, Inc.","city":"Gaithersburg","state":"MD","fees":{"flat":[2500,5000]},"sourceSentences":{"flat":"Fixed planning fees generally range from $2,500 to $5,000 for a single client and $3,500 to $6,000 for a couple."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058661","page":"https://plannerfees.com/planners/planvest-financial-inc-290306/"},{"crd":309669,"name":"Planvest, LLC","city":"Blair","state":"NE","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Project-Based Hourly Financial Planning Fixed Fee Project-Based Financial Planning is offered at a rate of $200 per hour."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003023","page":"https://plannerfees.com/planners/planvest-llc-309669/"},{"crd":293932,"name":"Planwell Financial Guidance, LLC","city":"Blooming Prairie","state":"MN","fees":{"hourly":[190,190],"monthly":[30,120],"quarterly":[90,360],"annual":[6400,6400]},"sourceSentences":{"annual":"The maximum annual fee of $6,400. 9 No increase in the annual fee schedule shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement.","monthly":"Investment Advisement (PFG does not manage) Investment Advisement fees consist of an ongoing fee that is paid either monthly or quarterly, in advance, at the rate of $30.00 to $120.00 per month or $90.00 - $360.00 per quarter, based on complexity.","quarterly":"Investment Advisement (PFG does not manage) Investment Advisement fees consist of an ongoing fee that is paid either monthly or quarterly, in advance, at the rate of $30.00 to $120.00 per month or $90.00 - $360.00 per quarter, based on complexity.","hourly":"Offered at an hourly rate of $190.00 per hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020889","page":"https://plannerfees.com/planners/planwell-financial-guidance-llc-293932/"},{"crd":331675,"name":"Planwiser Financial","city":"Colorado Springs","state":"CO","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"This arrangement charges a mutually agreed-upon fee not to exceed $400 per hour."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057156","page":"https://plannerfees.com/planners/planwiser-financial-331675/"},{"crd":329313,"name":"Platform Wealth Advisors","city":"Holladay","state":"UT","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $2,500 $10,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046017","page":"https://plannerfees.com/planners/platform-wealth-advisors-329313/"},{"crd":297487,"name":"Platt Wealth Management","city":"San Diego","state":"CA","fees":{"hourly":[350,350],"flat":[3000,3000]},"sourceSentences":{"flat":"Financial planning fees are calculated and charged on a fixed fee basis and typically start at $3,000.","hourly":"Hourly fees are generally at a minimum rate of $350 per hour."},"brochureDate":"2/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005500","page":"https://plannerfees.com/planners/platt-wealth-management-297487/"},{"crd":136194,"name":"Playbook Advisers LLC","city":"Goldthwaite","state":"TX","fees":{"hourly":[100,450],"flat":[5000,5000]},"sourceSentences":{"flat":"Fixed financial planning fees may range from $5,000 up to $15,000 depending on the complexity of the financial circumstances of a client and the amount of time (i.e., number of hours) it takes us to develop the financial plan.","hourly":"Hourly fees range from $100 to $450 per hour depending on the complexity of the task and the skill-set required to render the services."},"brochureDate":"10/23/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=994261","page":"https://plannerfees.com/planners/playbook-advisers-llc-136194/"},{"crd":343192,"name":"PLC Wealth Partners","city":"Jeffersonville","state":"IN","fees":{"flat":[2500,4000]},"sourceSentences":{"flat":"We charge a fixed fee of $2,500 - $4,000 for Project-Based Financial Planning."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054207","page":"https://plannerfees.com/planners/plc-wealth-partners-343192/"},{"crd":283181,"name":"Plectrum Advisers LLC","city":"Altadena","state":"CA","fees":{"hourly":[350,350],"flat":[1500,2000],"monthly":[29,29]},"sourceSentences":{"flat":"Clients may engage Plectrum Advisers for financial planning under a fixed fee arrangement that ranges from $1,500 to $2,000 per contract, depending on the complexity of the client’s situation.","hourly":"The hourly fee is $350.","monthly":"Once the assets in the account exceed $5000, or 12 months have gone by, the monthly subscription fee becomes $29.95/month."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020223","page":"https://plannerfees.com/planners/plectrum-advisers-llc-283181/"},{"crd":312250,"name":"Plentiful Wealth, LLC","city":"Louisville","state":"KY","fees":{"quarterly":[250,250]},"sourceSentences":{"quarterly":"Pension consulting services are subject to a minimum quarterly fee of $250.00 and a maximum of $50,000.00."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052310","page":"https://plannerfees.com/planners/plentiful-wealth-llc-312250/"},{"crd":285993,"name":"Plimsoll Financial Planning, LLC","city":"Hoover","state":"AL","fees":{"annual":[4000,4000]},"sourceSentences":{"annual":"Ongoing Financial Planning Ongoing Financial Planning is offered for a flat annual fee of $4,000."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=909005","page":"https://plannerfees.com/planners/plimsoll-financial-planning-llc-285993/"},{"crd":334608,"name":"Plumb Financial","city":"Arlington","state":"TX","fees":{"monthly":[125,150],"annual":[1500,1800]},"sourceSentences":{"monthly":"This fee begins at $125-$150 per month, or $1,500-$1,800 per year in advance.","annual":"This fee begins at $125-$150 per month, or $1,500-$1,800 per year in advance."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011221","page":"https://plannerfees.com/planners/plumb-financial-334608/"},{"crd":127176,"name":"Plunkett & Associates, Inc.","city":"Carrollton","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Page 4 Financial Planning Fees When Plunkett & Associates provides stand-alone financial planning services to clients, these fees are negotiated at the time of engagement for such services, and are charged at the rate $250 per hour."},"brochureDate":"8/18/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=856965","page":"https://plannerfees.com/planners/plunkett-associates-inc-127176/"},{"crd":300714,"name":"Plus Group Wealth Advisors, LLC","city":"Belgium","state":"WI","fees":{"hourly":[385,385],"annual":[6249,6249]},"sourceSentences":{"annual":"According to the tiered structure above and the ADB given, the fee would be calculated as follows: 1st tier: $499,999 * 0.0125 = $6,249.99 per year, * 91/366 = $1553.96.","hourly":"Services are offered based on an hourly fee of $385 per hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005971","page":"https://plannerfees.com/planners/plus-group-wealth-advisors-llc-300714/"},{"crd":307295,"name":"Pluto Wealth Management","city":"Woodridge","state":"IL","fees":{"hourly":[200,200],"flat":[2500,10000],"monthly":[150,175]},"sourceSentences":{"flat":"The fee for a financial plan is in the range of $2,500 to $10,000 depending upon the scope and complexity of the project.","hourly":"The Advisors hourly fee will be billed at a rate of $200 per hour and will be negotiated and agreed upon by the parties in advance.","monthly":"Our Subscription service is provided on the topics of Budget Coaching at $150/month or Financial Planning at $175/month."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025995","page":"https://plannerfees.com/planners/pluto-wealth-management-307295/"},{"crd":159443,"name":"PMD Advisory","city":"Hoover","state":"AL","fees":{"hourly":[200,350],"flat":[1000,15000],"annual":[1000,1000]},"sourceSentences":{"flat":"Fixed fees generally range from $1,000 to $15,000 while hourly fees are charged at a rate of $200 to $350 per hour.","hourly":"Fixed fees generally range from $1,000 to $15,000 while hourly fees are charged at a rate of $200 to $350 per hour.","annual":"There is a minimum fee of $1,000 per year, although we may grant an exception to this minimum based on your history and relationship to the firm and other possible advisory services provided."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038086","page":"https://plannerfees.com/planners/pmd-advisory-159443/"},{"crd":312154,"name":"PMG Family Office, LLC","city":"Plano","state":"TX","fees":{"hourly":[150,150],"flat":[25000,25000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $150.","flat":"Flat fees will not exceed $25,000."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047356","page":"https://plannerfees.com/planners/pmg-family-office-llc-312154/"},{"crd":339543,"name":"PNL Investments","city":"Dover","state":"MA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"For the services identified in this Agreement, Client will be charged on a flat fee basis, in the amount of $2,500 to $10,000 based on the complexity of the financial plan or project and the range of services provided."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008841","page":"https://plannerfees.com/planners/pnl-investments-339543/"},{"crd":141397,"name":"Pochop Financial Management, Inc.","city":"South Burlington","state":"VT","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Fees for consulting services are billed on an hourly basis, at the rate of $100 per hour."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004796","page":"https://plannerfees.com/planners/pochop-financial-management-inc-141397/"},{"crd":310651,"name":"Pocket Project","city":"Philadelphia","state":"PA","fees":{"hourly":[200,200],"monthly":[150,1250],"quarterly":[450,3750]},"sourceSentences":{"monthly":"For clients paying monthly, the fee is $150-$1,250 per month.","quarterly":"For clients paying quarterly, the fee is $450-$3,750 per quarter.","hourly":"Financial Planning engagements are offered at an hourly rate of $200 per hour, and may be negotiable in certain cases."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008473","page":"https://plannerfees.com/planners/pocket-project-310651/"},{"crd":155377,"name":"Pogson & Matt Wealth Management Group","city":"Phoenix","state":"AZ","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $150 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033171","page":"https://plannerfees.com/planners/pogson-matt-wealth-management-group-155377/"},{"crd":287918,"name":"Point Loma Advisors","city":"San Diego","state":"CA","fees":{"flat":[1000,3500]},"sourceSentences":{"flat":"Planning fees generally range from $1,000 to $3,500, depending on the client’s circumstances and the depth of analysis required."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012120","page":"https://plannerfees.com/planners/point-loma-advisors-287918/"},{"crd":315625,"name":"Point Wealth, LLC","city":"Wausau","state":"WI","fees":{"hourly":[250,250],"monthly":[50,1000]},"sourceSentences":{"hourly":"AND CONSULTING One-time planning and consulting Point Wealth charges an hourly fee of $250 for financial planning.","monthly":"Ongoing planning and consulting Point Wealth charges a negotiable monthly fee between $50 and $1000 depending on complexity of the services and individual client situation."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003942","page":"https://plannerfees.com/planners/point-wealth-llc-315625/"},{"crd":312375,"name":"Point4ward Financial Planning","city":"Walnut Creek","state":"CA","fees":{"flat":[500,3000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $3,000.00, depending on complexity and the needs of the client."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016696","page":"https://plannerfees.com/planners/point4ward-financial-planning-312375/"},{"crd":119867,"name":"Poitinger Financial, Inc.","city":"Fairlawn","state":"OH","fees":{"hourly":[250,250],"annual":[1000,15000]},"sourceSentences":{"hourly":"Hourly fees ‐Hourly billing is at a rate of $250 per hour and payable after the consultation or as agreed upon by Poitinger Financial, Inc. and the Client. ii.","annual":"Fee ‐Poitinger Financial, Inc. may charge a flat annual fee ranging from $1,000 to $15,000."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010196","page":"https://plannerfees.com/planners/poitinger-financial-inc-119867/"},{"crd":322084,"name":"Polaris Asset Management, LLC","city":"Sugar Hill","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our hourly rate for financial planning/consulting is $250 per hour."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003943","page":"https://plannerfees.com/planners/polaris-asset-management-llc-322084/"},{"crd":317994,"name":"Polaris Capital Management LLC","city":"El Dorado Hills","state":"CA","fees":{"annual":[8000,8000]},"sourceSentences":{"annual":"The minimum annual fee is $8,000."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054859","page":"https://plannerfees.com/planners/polaris-capital-management-llc-317994/"},{"crd":324093,"name":"Polaris Investment Advisors, LLC","city":"Framingham","state":"MA","fees":{"hourly":[250,500],"annual":[500,500]},"sourceSentences":{"hourly":"Hourly fees range from $250 to $500.","annual":"The Client is charged an ongoing platform fee of $500 per year starting on the annual anniversary of the initial plan completion for the duration of the engagement."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005221","page":"https://plannerfees.com/planners/polaris-investment-advisors-llc-324093/"},{"crd":148790,"name":"Polero Ice Advisers","city":"New York","state":"NY","fees":{"hourly":[325,325],"annual":[7000,15000]},"sourceSentences":{"hourly":"The Firm is compensated solely by its clients, in one or more of the following ways, depending on the services requested: 1. a retainer fee for account management and ongoing nancial assistance 2. an hourly rate of $325/hour 3. a pre-agreed fee for a comprehensive plan or a module of a nancial plan When a client…","annual":"Annual fees typically range from $7,000 -$15,000 for individual clients and couples, and include nancial planning."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010058","page":"https://plannerfees.com/planners/polero-ice-advisers-148790/"},{"crd":305143,"name":"Polley Wealth Management LLC","city":"Orlando","state":"FL","fees":{"hourly":[350,350],"flat":[350,25000],"monthly":[250,250]},"sourceSentences":{"hourly":"Hourly fees are $350 per hour.","flat":"Fixed fees for longer-term consulting projects range from $350 to $25,000 per project.","monthly":"BRONZE Level – Clients engaging PWM at the BRONZE level will pay the ongoing monthly fee of $250.00."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056818","page":"https://plannerfees.com/planners/polley-wealth-management-llc-305143/"},{"crd":342872,"name":"Polymita Wealth Management LLC","city":"Santa Rosa","state":"CA","fees":{"flat":[2500,5000],"monthly":[250,400]},"sourceSentences":{"flat":"PWM charges a negotiable fixed fee for financial planning services between $2,500 and $5,000 dependent upon the complexity of the Client’s specific situation.","monthly":"- 2- ONGOING FINANCIAL PLANNING SERVICE PWM charges a negotiable fixed fee for the ongoing financial planning services that ranges between $250 and $400 monthly based on complexity of the Client’s specific situation."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048789","page":"https://plannerfees.com/planners/polymita-wealth-management-llc-342872/"},{"crd":308992,"name":"Pomegranate Financial LLC","city":"Springville","state":"UT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"12 We provide hourly financial planning services at the rate of $250 per hour."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008974","page":"https://plannerfees.com/planners/pomegranate-financial-llc-308992/"},{"crd":328014,"name":"Pope Wealth Planning, LLC","city":"Tarrytown","state":"NY","fees":{"monthly":[500,2500]},"sourceSentences":{"monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $500.00 $2,500.00 per month, depending on the complexity and needs of the client."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007587","page":"https://plannerfees.com/planners/pope-wealth-planning-llc-328014/"},{"crd":167006,"name":"Porter Avenue Capital Management, LLC","city":"Alto Pass","state":"IL","fees":{"hourly":[60,60]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, Form ADV 2A Version: 5/21/2026 3 the hourly fee for these services is $60."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045899","page":"https://plannerfees.com/planners/porter-avenue-capital-management-llc-167006/"},{"crd":294135,"name":"Porter Wealth Management, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The rate will be $300.00 per hour for work performed by Justin Porter; $150.00 per hour for work performed by planning associates and $80.00 per hour for work performed by anyone else."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039321","page":"https://plannerfees.com/planners/porter-wealth-management-llc-294135/"},{"crd":106111,"name":"Portfolio Advisors, Inc.","city":"Fresno","state":"CA","fees":{"hourly":[450,450],"flat":[5000,15000]},"sourceSentences":{"flat":"The fixed fees for preliminary financial plans are negotiable 9 and generally range from $5,000 to $15,000, depending on a variety of factors, including the scope of planning services requested, the complexity of the client’s financial situation, and the representative assigned to provide the planning services.","hourly":"ESTATE SETTLEMENT SERVICES Registrant’s fees for Estate Settlement services are based upon a negotiable fee of $450 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016093","page":"https://plannerfees.com/planners/portfolio-advisors-inc-106111/"},{"crd":107465,"name":"Portfolio Advisory Council,l.l.c.","city":"Houston","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Consulting services are also available for $250.00 hourly with a $500.00 minimum or on a fixed fee basis."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017056","page":"https://plannerfees.com/planners/portfolio-advisory-council-l-l-c-107465/"},{"crd":116011,"name":"Portfolio Advisory Group, Inc.","city":"Alexandria","state":"VA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"For its investment consulting and financial planning services, unless otherwise negotiated, our firm charges an hourly fee of $200.00."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026454","page":"https://plannerfees.com/planners/portfolio-advisory-group-inc-116011/"},{"crd":118549,"name":"Portfolio Audit, LLC","city":"Knoxville","state":"TN","fees":{"hourly":[400,400],"monthly":[250,250]},"sourceSentences":{"monthly":"The at fee is a minimum of $250 per month for this service.","hourly":"Fees & Compensation Assets Under Management, To Be Managed Annual Flat-Fee, Billed Monthly (generally) Your First $0 - $500,000 2.00% Your Next $500,001 - $5,000,000 1.25% Your Next $5,000,001 & Up 0.75% 401(k) Review & Special Assignments $400 / Hour Portfolio Audit bills client accounts in advance on either a…"},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003983","page":"https://plannerfees.com/planners/portfolio-audit-llc-118549/"},{"crd":131506,"name":"Portfolio Design Services, LLC","city":"River Falls","state":"WI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Consulting services are offered based on an hourly fee of $250 per hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013193","page":"https://plannerfees.com/planners/portfolio-design-services-llc-131506/"},{"crd":145687,"name":"Portfolio Wealth Advisors","city":"Albuquerque","state":"NM","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The hourly rate for Financial Consulting Services is $500 per hour, plus applicable New Mexico gross receipts tax."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000578","page":"https://plannerfees.com/planners/portfolio-wealth-advisors-145687/"},{"crd":168810,"name":"Portico Financial Group, LLC","city":"Bentonville","state":"AR","fees":{"hourly":[150,300],"flat":[500,500],"quarterly":[375,375]},"sourceSentences":{"flat":"Portico may provide a comprehensive financial plan for a fixed fee of $500-1,000, depending upon the nature and complexity of the client's circumstances.","quarterly":"However, we may impose a minimum quarterly fee of $375.00 which may be negotiable under certain circumstances.","hourly":"Portico also offers teaching and seminar services to companies and colleges regarding basic financial management principles and practices and charges an hourly rate in advance ranging from $150 to $300, which is based on nature and circumstances of the scope of work and is negotiable."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008987","page":"https://plannerfees.com/planners/portico-financial-group-llc-168810/"},{"crd":116168,"name":"Portland Financial Planning Group","city":"Portland","state":"ME","fees":{"hourly":[300,300],"flat":[1000,7500],"annual":[6500,25000]},"sourceSentences":{"annual":"The annual fixed fee is negotiable, but generally ranges from $6,500 to $25,000, depending upon numerous subjective and objective factors, including but not limited to: net worth; the amount of assets to be managed; portfolio composition; the professional(s) rendering the services; the scope and complexity of the…","flat":"PFPG’s financial planning fees are negotiable but generally range from $1,000 to $7,500 on a fixed fee basis and $300 on an hourly rate basis, depending upon the level and scope of the services required.","hourly":"PFPG’s financial planning fees are negotiable but generally range from $1,000 to $7,500 on a fixed fee basis and $300 on an hourly rate basis, depending upon the level and scope of the services required."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029225","page":"https://plannerfees.com/planners/portland-financial-planning-group-116168/"},{"crd":171321,"name":"Portland Private Wealth Management, Inc.","city":"Portland","state":"OR","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Fees for these “stand-alone” financial planning services are based on a rate of $125 per hour."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047252","page":"https://plannerfees.com/planners/portland-private-wealth-management-inc-171321/"},{"crd":327857,"name":"Portsalus Wealth Management","city":"Mission Viejo","state":"CA","fees":{"flat":[2500,7500]},"sourceSentences":{"flat":"Fixed fee rates range from $2,500 to $7,500."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056062","page":"https://plannerfees.com/planners/portsalus-wealth-management-327857/"},{"crd":325175,"name":"Portside Wealth Group, LLC","city":"Provo","state":"UT","fees":{"flat":[150,350]},"sourceSentences":{"flat":"We charge an hourly fee of $150 to $350 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052505","page":"https://plannerfees.com/planners/portside-wealth-group-llc-325175/"},{"crd":300558,"name":"Portus Wealth Advisors, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[400,400],"flat":[5000,10000],"annual":[12000,12000]},"sourceSentences":{"annual":"Our minimum annual fee is $12,000.","flat":"We charge a fixed fee for financial planning services, which generally ranges between $5,000 to $10,000 for a more broad-based financial plan.","hourly":"We also provide financial planning services based upon an hourly rate of $400, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012894","page":"https://plannerfees.com/planners/portus-wealth-advisors-llc-300558/"},{"crd":160257,"name":"Post Oak Financial, LLC","city":"Houston","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Services are offered based on a negotiable hourly fee of $300 per hour."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043534","page":"https://plannerfees.com/planners/post-oak-financial-llc-160257/"},{"crd":159293,"name":"Post Oak Private Wealth Advisors","city":"Houston","state":"TX","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"AND CONSULTING Post Oak Private Wealth Advisors charges a fixed fee of no more than $5,000 for financial planning."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002263","page":"https://plannerfees.com/planners/post-oak-private-wealth-advisors-159293/"},{"crd":328865,"name":"Postrock Partners LLC","city":"Overland Park","state":"KS","fees":{"monthly":[500,5000]},"sourceSentences":{"monthly":"PostRock Partners offers financial planning services for a fixed engagement fee ranging from $500 to $5,000 per month."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044040","page":"https://plannerfees.com/planners/postrock-partners-llc-328865/"},{"crd":329135,"name":"Potentia Wealth","city":"San Jose","state":"CA","fees":{"flat":[2500,50000]},"sourceSentences":{"flat":"Fixed fees for stand-alone financial plans typically range from $2,500 to $50,000 depending on the complexity and the scope of the project and services rendered."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038241","page":"https://plannerfees.com/planners/potentia-wealth-329135/"},{"crd":339262,"name":"Potentia Wealth Advisors LLC","city":"Missouri City","state":"TX","fees":{"flat":[1000,10000],"quarterly":[1000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $10,000.","quarterly":"The negotiated fixed rate for ongoing financial planning is between $1,000 and $5,000 per quarter."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009810","page":"https://plannerfees.com/planners/potentia-wealth-advisors-llc-339262/"},{"crd":150482,"name":"Potomac Wealth Management LLC","city":"Great Falls","state":"VA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"On occasions where an hourly fee may be a more appropriate method of charging for services rendered, an hourly charge of $200 applies."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046936","page":"https://plannerfees.com/planners/potomac-wealth-management-llc-150482/"},{"crd":165126,"name":"Potter Advisors LLC","city":"Houston","state":"TX","fees":{"hourly":[350,1000],"flat":[1000,25000]},"sourceSentences":{"flat":"The negotiated fixed rate for non-discretionary advisory services is between $1,000 and $25,000, negotiated based on the complexity of the client’s portfolio and the scope of the client’s financial planning needs.","hourly":"The negotiated hourly fee for these services is between $350 and $1,000 and is negotiated based on the complexity of the client’s portfolio and the scope of the client’s financial planning needs."},"brochureDate":"10/31/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=864390","page":"https://plannerfees.com/planners/potter-advisors-llc-165126/"},{"crd":141905,"name":"Poulos Advisors, Inc.","city":"South Burlington","state":"VT","fees":{"hourly":[150,300],"flat":[500,20000]},"sourceSentences":{"flat":"Fees for financial planning services are billed on a fixed fee basis ranging from $500 to $20,000 or on an hourly basis from $150 to $300 per hour.","hourly":"Fees for financial planning services are billed on a fixed fee basis ranging from $500 to $20,000 or on an hourly basis from $150 to $300 per hour."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006846","page":"https://plannerfees.com/planners/poulos-advisors-inc-141905/"},{"crd":327906,"name":"Pov Wealth LLC","city":"Falls Church","state":"VA","fees":{"hourly":[250,250],"monthly":[250,350]},"sourceSentences":{"monthly":"6- The “base” fee for personal financial planning services ranges between $250 and $350 per month, depending on the complexity of the client’s situation.","hourly":"While the “base” fee is designed to cover most personal financial matters that the client may need help with, POV reserves the right to charge its hourly fee, which is $250 / hour, for matters that are outside the scope of POV’s personal financial planning services, such as providing consulting for a client’s business."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020414","page":"https://plannerfees.com/planners/pov-wealth-llc-327906/"},{"crd":144230,"name":"Powell Wealth","city":"Cornelius","state":"NC","fees":{"hourly":[200,400],"flat":[2500,25000]},"sourceSentences":{"flat":"The rate for pension consulting services is between $2,500 and $25,000, depending upon the complexity of the situation and the needs of the client.","hourly":"The hourly fee for these services is between $200 and $400, depending upon the complexity of the situation and the needs of the client."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008798","page":"https://plannerfees.com/planners/powell-wealth-144230/"},{"crd":120040,"name":"Power 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Schedule FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable hourly fee of $250 per hour."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002555","page":"https://plannerfees.com/planners/power-wealth-management-llc-166481/"},{"crd":338952,"name":"Powerhouse Financial Advisors, Inc.","city":"Minden","state":"NV","fees":{"hourly":[350,450],"flat":[1500,3000]},"sourceSentences":{"flat":"$1,500 to $3,000 per engagement, depending on scope and complexity.","hourly":"Hourly fee: $350 to $450 per hour."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057513","page":"https://plannerfees.com/planners/powerhouse-financial-advisors-inc-338952/"},{"crd":301914,"name":"Powers Capital 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$25,000."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014488","page":"https://plannerfees.com/planners/prasad-wealth-partners-332507/"},{"crd":289917,"name":"Prato Capital Management","city":"White Plains","state":"NY","fees":{"hourly":[500,500],"flat":[1500,10000]},"sourceSentences":{"flat":"The fixed fee range is between $1,500 and $10,000.","hourly":"The hourly rate will not exceed $500 per hour with a minimum of two hours per engagement."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013361","page":"https://plannerfees.com/planners/prato-capital-management-289917/"},{"crd":298746,"name":"Prattes Wealth Partners","city":"Newport Beach","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our Financial Planning fee is $300 per 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on a fixed fee basis, and from $150 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $15,000 on a fixed fee basis, and from $150 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010037","page":"https://plannerfees.com/planners/precision-financial-services-147872/"},{"crd":299827,"name":"Precision Wealth Strategies, LLC","city":"St. Louis","state":"MO","fees":{"hourly":[250,250],"flat":[20000,20000]},"sourceSentences":{"hourly":"The maximum hourly rate charged will not exceed $250.","flat":"The maximum flat fee will not exceed 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$20,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032921","page":"https://plannerfees.com/planners/prepared-financial-planning-327522/"},{"crd":343467,"name":"Present Day Financial Planning, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[350,350],"flat":[250,15000],"annual":[500,15000]},"sourceSentences":{"annual":"The annual fee ranges from $500 to $15,000 and is billed in monthly installments in arrears.","flat":"Fixed fee rates range between $250 to $15,000.","hourly":"Our hourly rate is $350."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057956","page":"https://plannerfees.com/planners/present-day-financial-planning-llc-343467/"},{"crd":297335,"name":"Present Value Financial Services LLC","city":"Purcellville","state":"VA","fees":{"hourly":[150,150],"flat":[1000,4500],"quarterly":[300,1050]},"sourceSentences":{"hourly":"Present Value Financial Services® LLC charges $150 per hour for its financial planning services.","flat":"The firm’s fee for comprehensive financial plans ranges from $1000 to $4,500, depending on the complexity of the client’s financial situation.","quarterly":"The retainer program is billed quarterly at rates ranging from $300 to $1,050 per quarter, depending on the complexity of the client’s circumstances and the level of service desired: month-by-month financial action plan and reminders; unlimited access for day-to-day, routine financial questions; implementation of…"},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008205","page":"https://plannerfees.com/planners/present-value-financial-services-llc-297335/"},{"crd":324362,"name":"Preserve Private Wealth, LLC","city":"Bethesda","state":"MD","fees":{"flat":[1000,20000]},"sourceSentences":{"flat":"PPW is not receiving any compensation in connection with selecting third party advisers. 4 Financial Planning Fees The negotiated fixed rate for creating client financial plans is between $1,000 and $20,000."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020555","page":"https://plannerfees.com/planners/preserve-private-wealth-llc-324362/"},{"crd":328699,"name":"Presidio Advisors, LLC","city":"Denver","state":"CO","fees":{"annual":[6000,20000]},"sourceSentences":{"annual":"Clients’ flat, annual fee ranges between $6,000 and $20,000."},"brochureDate":"6/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048681","page":"https://plannerfees.com/planners/presidio-advisors-llc-328699/"},{"crd":304501,"name":"Presidio Capital Management, LLC","city":"San Diego","state":"CA","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Hourly fees will not exceed $450 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013821","page":"https://plannerfees.com/planners/presidio-capital-management-llc-304501/"},{"crd":300270,"name":"Presidio Financial, LLC","city":"Houston","state":"TX","fees":{"hourly":[150,150],"flat":[1350,1350]},"sourceSentences":{"flat":"Fixed fee of $1,350 Presidio Financial reserves the right to lower or waive the fee at their discretion.","hourly":"Hourly fee of $150 per hour."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057571","page":"https://plannerfees.com/planners/presidio-financial-llc-300270/"},{"crd":147993,"name":"Presley Capital Management, LLC","city":"Cresson","state":"TX","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.","hourly":"Services are offered based on an hourly fee of $200 per hour based on complexity and unique client needs."},"brochureDate":"3/31/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=748927","page":"https://plannerfees.com/planners/presley-capital-management-llc-147993/"},{"crd":297538,"name":"Presper Financial Architects, LLC","city":"Akron","state":"OH","fees":{"hourly":[150,350],"flat":[1000,2500]},"sourceSentences":{"hourly":"The hourly rate ranges from $150 to $350 per hour.","flat":"Fixed fees range from $1000 to $2500 per plan."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011000","page":"https://plannerfees.com/planners/presper-financial-architects-llc-297538/"},{"crd":319102,"name":"Prestige Advisors Inc.","city":"Sarasota","state":"FL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"An estimate for total cost and hours will be determined prior to establishing the advisory relationship, and the fixed fee is calculated on the basis of anticipated number of hours multiplied by $300 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=780257","page":"https://plannerfees.com/planners/prestige-advisors-inc-319102/"},{"crd":336264,"name":"Prestige Wealth Management","city":"Southlake","state":"TX","fees":{"hourly":[250,250],"flat":[250,1500],"monthly":[100,600]},"sourceSentences":{"monthly":"On-going, subscription based financial planning service fees are $100 - $600 monthly.","hourly":"The hourly rate used for this purpose is $250/hour.","flat":"Clients who utilize estate planning services will be charged a flat coordination fee ranging between $250-$1,500, as defined in the financial planning agreement."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049240","page":"https://plannerfees.com/planners/prestige-wealth-management-336264/"},{"crd":127381,"name":"Prestige Wealth Management Group, LLC","city":"Flemington","state":"NJ","fees":{"hourly":[500,750],"flat":[3500,50000]},"sourceSentences":{"flat":"AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $3,500 to $50,000 on a fixed fee basis, and from $500 to $750 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $3,500 to $50,000 on a fixed fee basis, and from $500 to $750 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016396","page":"https://plannerfees.com/planners/prestige-wealth-management-group-llc-127381/"},{"crd":323146,"name":"Price Financial Group Wealth Management, Inc.","city":"Portland","state":"OR","fees":{"hourly":[250,250],"flat":[3000,25000]},"sourceSentences":{"flat":"Flat fees range from $3,000-$25,000 and are in addition to advisory fees.","hourly":"Fixed fees for financial plans will not exceed $3,000 and hourly fees will not exceed $250/hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016971","page":"https://plannerfees.com/planners/price-financial-group-wealth-management-inc-323146/"},{"crd":343116,"name":"Primaris Wealth Management","city":"Tallahassee","state":"FL","fees":{"flat":[500,25000],"annual":[2500,2500]},"sourceSentences":{"annual":"The Firm applies a minimum annual fee of $2,500 per client, which may be negotiated or waived at the Firm's discretion.","flat":"The Firm charges a flat fee for financial planning, ranging from $500 to $25,000, depending on the scope and complexity of the engagement."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051533","page":"https://plannerfees.com/planners/primaris-wealth-management-343116/"},{"crd":322841,"name":"Primas Financial Planning","city":"Columbia","state":"MD","fees":{"hourly":[200,200],"flat":[100,800],"monthly":[100,800]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge ranging between $100 and $800 and an ongoing fee that is paid monthly, in arrears, at the rate of $100-$800 per month.","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge ranging between $100 and $800 and an ongoing fee that is paid monthly, in arrears, at the rate of $100-$800 per month.","hourly":"Clients are not required to utilize any third-party products or services that we may recommend, and they can receive similar services from other professionals at a similar or lower cost. 7 Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $200 per hour."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004660","page":"https://plannerfees.com/planners/primas-financial-planning-322841/"},{"crd":141625,"name":"Primetrust Advisors LLC","city":"Greenville","state":"SC","fees":{"flat":[10000,50000]},"sourceSentences":{"flat":"In general, the Firm's flat fee ranges from $10,000 to $50,000 on an annual basis, depending upon the level and scope of the services required."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023938","page":"https://plannerfees.com/planners/primetrust-advisors-llc-141625/"},{"crd":146644,"name":"Princeton Global Asset Management LLC","city":"Princeton","state":"NJ","fees":{"flat":[1000,25000],"annual":[5000,5000]},"sourceSentences":{"annual":"There is a minimum fee of $5,000 per year for any accounts that fall below a certain asset threshold.","flat":"In very limited situations where PGAM is engaged solely for Financial Planning/Consulting, our fees are negotiable, but generally range from $1,000 to $25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025335","page":"https://plannerfees.com/planners/princeton-global-asset-management-llc-146644/"},{"crd":138143,"name":"Principled Wealth Advisors, LLC","city":"Covington","state":"KY","fees":{"flat":[2000,30000]},"sourceSentences":{"flat":"The range for a standalone financial plan typically ranges from $2,000 to $30,000 based on the scope and complexity of the plan."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043854","page":"https://plannerfees.com/planners/principled-wealth-advisors-llc-138143/"},{"crd":165806,"name":"Priority Financial Partners","city":"Durango","state":"CO","fees":{"hourly":[375,375],"flat":[2500,5000]},"sourceSentences":{"flat":"​ ​Comprehensive Financial Planning & Investment Management Services​ ​Initial Fee​ ​ lients pay a one-time initial fee ranging from $2,500 to $5,000, based on complexity, at​ C ​the onset of our relationship.","hourly":"Additionally, the Firm provides clients with an itemized invoice each billing​ ​cycle.​ ​Fee Negotiation and Waivers:​ ​ e reserve the right to negotiate, waive, or adjust fees under certain circumstances, such​ W ​as for immediate family members, firm employees, or other specific cases determined at​ ​o ur…"},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010167","page":"https://plannerfees.com/planners/priority-financial-partners-165806/"},{"crd":286474,"name":"Prism Advisors, Inc.","city":"Studio City","state":"CA","fees":{"hourly":[500,500],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017710","page":"https://plannerfees.com/planners/prism-advisors-inc-286474/"},{"crd":168530,"name":"Prism Financial Planning, LLC","city":"Issaquah","state":"WA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Prism Financial Planning, LLC charges a flat hourly fee ($400) for services performed."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000539","page":"https://plannerfees.com/planners/prism-financial-planning-llc-168530/"},{"crd":340003,"name":"Prism Planning and Solutions Group","city":"White Plains","state":"NY","fees":{"flat":[1800,12000],"monthly":[100,1000],"annual":[2000,4100]},"sourceSentences":{"flat":"Services fees range from $1,800 to $12,000.","monthly":"Financial Coaching Services fees shall be charged monthly in advance and may range from $100 to $1,000 per month based on frequency, service delivery, complexity of the client’s financial situation, as well as Prism resources being utilized. 9 Estate Planning Services fees range from $250 - $1,500, depending on the…","annual":"Since these fees also include Advice Services, a minimum annual fee of $2,000, $3,000 or $4,100 shall apply, based on the client’s needs and circumstances."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043122","page":"https://plannerfees.com/planners/prism-planning-and-solutions-group-340003/"},{"crd":290485,"name":"Prism Planning Partners","city":"Libertyville","state":"IL","fees":{"hourly":[350,500],"flat":[6500,6500]},"sourceSentences":{"flat":"Fees for financial planning services are generally charged a flat rate of $6,500.","hourly":"Fees for consulting services are based on an hourly rate between $350 and $500 per hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013265","page":"https://plannerfees.com/planners/prism-planning-partners-290485/"},{"crd":108815,"name":"Private Asset Management Inc","city":"Kirkland","state":"WA","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"Our hourly rate will not exceed $375."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043438","page":"https://plannerfees.com/planners/private-asset-management-inc-108815/"},{"crd":330038,"name":"Private Client Advisor Group, LLC","city":"Palm City","state":"FL","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"There is a minimum annual fee of $1,000 per plan for setup of the engagement and general administrative services."},"brochureDate":"8/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053655","page":"https://plannerfees.com/planners/private-client-advisor-group-llc-330038/"},{"crd":147052,"name":"Private Client Asset Management, Inc.","city":"Massapequa","state":"NY","fees":{"hourly":[150,150],"flat":[1500,5000]},"sourceSentences":{"hourly":"The advisors hourly fee will be billed at a rate of $150 per hour, but may be negotiated and agreed upon by the parties in advance.","flat":"For all the services mentioned above, the fixed fee will range from $1500 to $5000."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010157","page":"https://plannerfees.com/planners/private-client-asset-management-inc-147052/"},{"crd":148208,"name":"Private Client Group Asset Management","city":"Gladstone","state":"NJ","fees":{"hourly":[350,350],"flat":[1000,5000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $1,000 to $5,000; 2.","hourly":"As an hourly charge at the rate of up $350 per hour; or 3."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031706","page":"https://plannerfees.com/planners/private-client-group-asset-management-148208/"},{"crd":173969,"name":"Private Client Services Group, LLC","city":"Ocala","state":"FL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our financial planning services are provided on an hourly fee basis at the rate of $200 per hour."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014496","page":"https://plannerfees.com/planners/private-client-services-group-llc-173969/"},{"crd":300083,"name":"Private Counsel Group, LTD.","city":"Indianapolis","state":"IN","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Our maximum investment advisory fees as a percentage of assets under management are 1.00% or an hourly fee of between $250 and $500 billed in arrears."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012145","page":"https://plannerfees.com/planners/private-counsel-group-ltd-300083/"},{"crd":325119,"name":"Private Family Wealth Advisors","city":"Atlanta","state":"GA","fees":{"flat":[12000,12000]},"sourceSentences":{"flat":"Flat fees are a minimum of $12,000."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002631","page":"https://plannerfees.com/planners/private-family-wealth-advisors-325119/"},{"crd":118231,"name":"Private Group Wealth Management, LLC","city":"Fredericksburg","state":"TX","fees":{"hourly":[125,125],"flat":[1500,3000]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis which is typically $125 per hour.","flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1,500 to $3,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031658","page":"https://plannerfees.com/planners/private-group-wealth-management-llc-118231/"},{"crd":111905,"name":"Private Portfolios, Inc.","city":"San Mateo","state":"CA","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"The fees for these services are generally based on the time required to perform the services and are billed at a rate of $325 per hour, subject to a minimum fee of $650."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054492","page":"https://plannerfees.com/planners/private-portfolios-inc-111905/"},{"crd":141971,"name":"Private Wealth Advisors","city":"Fresno","state":"CA","fees":{"hourly":[500,500],"flat":[1500,10000]},"sourceSentences":{"flat":"The flat consulting fee generally ranges between $1,500 to $10,000.","hourly":"Our hourly rate for financial consulting services is $500 per hour."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022753","page":"https://plannerfees.com/planners/private-wealth-advisors-141971/"},{"crd":152073,"name":"Private Wealth Advisors","city":"Boise","state":"ID","fees":{"hourly":[250,250],"flat":[500,2500]},"sourceSentences":{"hourly":"Fees are as follows: ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Hourly rate: $250 Flat fee for comprehensive plan: $2,500 Budget/cash flow Risk management Retirement analysis Distribution planning Portfolio analysis Charitable giving analysis Tax planning Estate planning Accumulation (education, future purchase, etc) Flat fee per…","flat":"Fees are as follows: ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Hourly rate: $250 Flat fee for comprehensive plan: $2,500 Budget/cash flow Risk management Retirement analysis Distribution planning Portfolio analysis Charitable giving analysis Tax planning Estate planning Accumulation (education, future purchase, etc) Flat fee per…"},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041572","page":"https://plannerfees.com/planners/private-wealth-advisors-152073/"},{"crd":149889,"name":"Private Wealth Management of North Carolina LLC","city":"Henderson","state":"NC","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Our Firm provides financial planning services under an hourly fee arrangement, not to exceed $500/hour."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019251","page":"https://plannerfees.com/planners/private-wealth-management-of-north-carolina-llc-149889/"},{"crd":167564,"name":"Private Wealth Management Solutions, LLC","city":"Bellevue","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"This negotiable rate would normally not exceed $200 per hour."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039880","page":"https://plannerfees.com/planners/private-wealth-management-solutions-llc-167564/"},{"crd":120823,"name":"Private Wealth Management, Inc.","city":"Memphis","state":"TN","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"Fees for Personal Financial Planning Services will range from $100 to $500 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018423","page":"https://plannerfees.com/planners/private-wealth-management-inc-120823/"},{"crd":133802,"name":"Private Wealth Partners, LLC","city":"Mill Valley","state":"CA","fees":{"hourly":[300,500],"flat":[3000,5000]},"sourceSentences":{"hourly":"Depending upon the scope and complexity of the financial planning engagement, our fees can be based on an hourly billing rate, which typically ranges from $300 to $500 per hour, or a flat fee, which typically ranges from $3,000 to $5,000.","flat":"Depending upon the scope and complexity of the financial planning engagement, our fees can be based on an hourly billing rate, which typically ranges from $300 to $500 per hour, or a flat fee, which typically ranges from $3,000 to $5,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029080","page":"https://plannerfees.com/planners/private-wealth-partners-llc-133802/"},{"crd":329121,"name":"Privatus","city":"Rancho Cucamonga","state":"CA","fees":{"hourly":[395,395]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $395 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027033","page":"https://plannerfees.com/planners/privatus-329121/"},{"crd":327124,"name":"Privileged Planning Inc.","city":"Green Cove Springs","state":"FL","fees":{"hourly":[300,300],"flat":[2000,5000],"monthly":[216,332]},"sourceSentences":{"flat":"Our Financial Planning fee ranges from $2000-$5000 for this service which includes the stated information in Item 4 above, spread over 2 meetings.","hourly":"If the client goes beyond the 2 scheduled meetings or there are additional appointments needed for any reason, there will be an additional $300 per hour added to the total cost of their plan to account for the additional time resources.","monthly":"Fees are as follows: 3 Month Fundamental Package $332.33 per month for a total of $997.00 6 Month Strategic Package $249.50 per month for a total of $1497.00 12-Month Transformational Package $216.41 per month for a total of $2597.00 Fees are payable monthly upon receipt of invoice."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=855303","page":"https://plannerfees.com/planners/privileged-planning-inc-327124/"},{"crd":147332,"name":"Proactive Advisors, LLC","city":"Lexington","state":"KY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Should a terminated client request post-management client services such as requests for duplicate statements, cost basis information, tax reporting assistance, and estate administration help these services may be billed at our standard hourly financial planning rate of $250.00 per hour and will be disclosed in 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range from $100 to $10,000 and on an hourly basis of $500 per hour to $2,000 per hour."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051274","page":"https://plannerfees.com/planners/proactive-wealth-strategies-llc-318872/"},{"crd":121849,"name":"Probity Advisors, Inc.","city":"Dallas","state":"TX","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $250 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029299","page":"https://plannerfees.com/planners/probity-advisors-inc-121849/"},{"crd":170789,"name":"Process Design Capital Management LLC","city":"Phoenix","state":"AZ","fees":{"flat":[250,2000]},"sourceSentences":{"flat":"PDCM charges a negotiable fixed fee between $250 and $2,000 based on complexity and 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$450."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053467","page":"https://plannerfees.com/planners/procore-advisors-llc-289037/"},{"crd":122021,"name":"Proctor Financial","city":"Sherborn","state":"MA","fees":{"annual":[12500,12500]},"sourceSentences":{"annual":"For clients choosing to meet with a principal of the firm, the minimum annual fee is $12,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035674","page":"https://plannerfees.com/planners/proctor-financial-122021/"},{"crd":111791,"name":"Prodeo Financial Services","city":"Cheshire","state":"CT","fees":{"hourly":[120,125],"flat":[700,700]},"sourceSentences":{"flat":"Basic Financial Planning - $700 The financial planning session will develop a broad financial plan covering the following areas:","hourly":"Comprehensive Financial Planning - $700 + $125/hour Includes the above planning session and an additional implementation fee of $120 per hour."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=934059","page":"https://plannerfees.com/planners/prodeo-financial-services-111791/"},{"crd":110212,"name":"Professional Asset Management, Inc","city":"Lenexa","state":"KS","fees":{"hourly":[300,300],"flat":[500,3000]},"sourceSentences":{"flat":"The fee for an initial financial planning ranges from $500 to $3,000.","hourly":"The hourly rate is typically $300 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016177","page":"https://plannerfees.com/planners/professional-asset-management-inc-110212/"},{"crd":125580,"name":"Professional Financial","city":"Pittsford","state":"NY","fees":{"hourly":[600,600],"quarterly":[1250,1250]},"sourceSentences":{"hourly":"For hourly engagements, Paul Byron Hill CFP® is $600 per hour;","quarterly":"Financial planning services are not provided for ancillary members of a STANDARD SCHEDULE client household who SUPERVISORY are paying less than a $1,250 quarterly fee."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041455","page":"https://plannerfees.com/planners/professional-financial-125580/"},{"crd":105296,"name":"Professional Financial Advisors Inc","city":"San Juan Capistrano","state":"CA","fees":{"hourly":[550,850]},"sourceSentences":{"hourly":"Fees for these custom services are subject to negotiation with the client and are usually based on an hourly fee which ranges between $550 and $850 per hour for a senior planner and $300 per hour for a 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Inc.","city":"Appleton","state":"WI","fees":{"hourly":[250,250],"flat":[1500,1500],"quarterly":[125,125]},"sourceSentences":{"flat":"$1,500 initial fee and $125 per quarter thereafter.","quarterly":"$1,500 initial fee and $125 per quarter thereafter.","hourly":"Portfolio Review - $250 per hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021048","page":"https://plannerfees.com/planners/professional-financial-management-inc-154016/"},{"crd":114957,"name":"Professional Financial Solutions, LLC","city":"Fairfax","state":"VA","fees":{"hourly":[200,500],"flat":[2000,5000]},"sourceSentences":{"flat":"PFS’s financial planning fees are negotiable but generally range from $2,000 to $5,000 on a fixed fee basis depending upon the level and scope of the services required as well as the Client’s financial situation.","hourly":"Consulting engagements are charged $200 to $500 on an hourly basis, depending upon the level and scope of the services required as well as the Client’s financial situation."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007006","page":"https://plannerfees.com/planners/professional-financial-solutions-llc-114957/"},{"crd":108868,"name":"Professional Planning Group","city":"Westerly","state":"RI","fees":{"hourly":[1000,10000]},"sourceSentences":{"hourly":"Billing is a fixed fee or hourly rate. 8 Fixed fee engagements range from $1,000 to $10,000 depending on the nature and complexity of the client’s circumstances, as well as the Firm advisor(s) involved in the planning process."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026981","page":"https://plannerfees.com/planners/professional-planning-group-108868/"},{"crd":105278,"name":"Proffitt & Goodson Inc.","city":"Knoxville","state":"TN","fees":{"hourly":[300,400]},"sourceSentences":{"hourly":"The fees for such services are charged on an hourly basis, typically ranging from $300 to $400 per hour, and are negotiated directly with the client."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041494","page":"https://plannerfees.com/planners/proffitt-goodson-inc-105278/"},{"crd":339719,"name":"Profiscal Wealth LLC","city":"Highlands Ranch","state":"CO","fees":{"hourly":[250,250],"flat":[995,995]},"sourceSentences":{"flat":"Full Financial Plans are offered for a standard flat fee of $995.","hourly":"Financial Consulting Services are offered based on a standard hourly fee of $250 per hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011078","page":"https://plannerfees.com/planners/profiscal-wealth-llc-339719/"},{"crd":113954,"name":"Profocus Incorporated","city":"Phoenix","state":"AZ","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $325 per hour, and may be negotiated in advance."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050486","page":"https://plannerfees.com/planners/profocus-incorporated-113954/"},{"crd":173241,"name":"Profolio Investments, Inc.","city":"Union","state":"KY","fees":{"flat":[450,450]},"sourceSentences":{"flat":"An initial fee of $450 will be due in arrears upon completion of an initial consultation, client onboarding, and delivery of a written financial plan."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025917","page":"https://plannerfees.com/planners/profolio-investments-inc-173241/"},{"crd":167003,"name":"Profusion Private Wealth","city":"St. Louis","state":"MO","fees":{"flat":[1000,100000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $100,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023354","page":"https://plannerfees.com/planners/profusion-private-wealth-167003/"},{"crd":133357,"name":"Promanage, LLC","city":"Chicago","state":"IL","fees":{"hourly":[75,800],"flat":[1000,150000]},"sourceSentences":{"flat":"ProManage charges fees for Retirement Readiness Statement projects as a fixed fee, typically ranging from $1,000 - $150,000 or more.","hourly":"On an hourly basis, ranging from $75 - $800 per hour, depending on the nature and complexity of each client’s circumstances."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059396","page":"https://plannerfees.com/planners/promanage-llc-133357/"},{"crd":121982,"name":"Prometheus Capital Management Corp.","city":"Yardley","state":"PA","fees":{"hourly":[350,350],"flat":[500,10000]},"sourceSentences":{"hourly":"We calculate and charge our Financial Planning fees on an hourly basis, $350 per hour.","flat":"We calculate and charge our Financial Planning fees on a fixed fee basis, typically ranging from $500 to $10,000, depending on the specific arrangement reached with each client."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018116","page":"https://plannerfees.com/planners/prometheus-capital-management-corp-121982/"},{"crd":165836,"name":"Prominent Financial Planning LLC","city":"Austin","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"PFP will charge $150 + the time spent meeting together reviewing things (6 minute increments at $300/hour)."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002001","page":"https://plannerfees.com/planners/prominent-financial-planning-llc-165836/"},{"crd":153666,"name":"Promontory Financial Planning, LLC","city":"Farmington","state":"UT","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The fee’s calculation is based on a non-negotiable $150 per hour rate."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010817","page":"https://plannerfees.com/planners/promontory-financial-planning-llc-153666/"},{"crd":336499,"name":"Proper Wealth","city":"Tallahassee","state":"FL","fees":{"flat":[50000,50000]},"sourceSentences":{"flat":"Fixed fees range up to $500 to $50,000 for financial planning and consulting engagements."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053097","page":"https://plannerfees.com/planners/proper-wealth-336499/"},{"crd":113481,"name":"Prophet Wealth Management","city":"Kenosha","state":"WI","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Hourly fees will be billed at the rate of $150 per 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engagement fee ranging from $2,000 to $10,000 per engagement."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015890","page":"https://plannerfees.com/planners/prospect-financial-services-llc-314154/"},{"crd":333708,"name":"Prosper Private Wealth","city":"Mesa","state":"AZ","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"The maximum hourly fee is $450."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056885","page":"https://plannerfees.com/planners/prosper-private-wealth-333708/"},{"crd":316798,"name":"Prosper Wisely, LLC","city":"Pittsburgh","state":"PA","fees":{"flat":[600,600]},"sourceSentences":{"flat":"Method of Compensation and Fee Schedule INVESTMENT PLANNING AND CONSULTING Consult Prosper charges a fixed fee of $600 for this service."},"brochureDate":"2/28/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=815998","page":"https://plannerfees.com/planners/prosper-wisely-llc-316798/"},{"crd":325603,"name":"Prosperent Capital, LLC","city":"Ukiah","state":"CA","fees":{"hourly":[250,750],"monthly":[250,1000]},"sourceSentences":{"hourly":"Clients​ C ​should use their discretion with obtaining asset management and or advisory services from​ ​Prosperent Capital. [Disclosure under Rule 260.238(j)]​ ​Financial Planning and Consulting Services​ P​ rosperent Capital offers financial planning or consulting services on an hourly basis ranging from,​ ​but…","monthly":"Clients​ C ​should use their discretion with obtaining asset management and or advisory services from​ ​Prosperent Capital. [Disclosure under Rule 260.238(j)]​ ​Financial Planning and Consulting Services​ P​ rosperent Capital offers financial planning or consulting services on an hourly basis ranging from,​ ​but…"},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056297","page":"https://plannerfees.com/planners/prosperent-capital-llc-325603/"},{"crd":334864,"name":"Prosperilux LLC","city":"Denmark","state":"WI","fees":{"hourly":[250,250],"flat":[250,5000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $250 and $5,000."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009708","page":"https://plannerfees.com/planners/prosperilux-llc-334864/"},{"crd":328338,"name":"Prosperitage 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negotiable fixed fee basis with a minimum fee of $500 and a maximum fee of $2,500 based on complexity and unique Client needs."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047924","page":"https://plannerfees.com/planners/prosperity-asset-management-llc-286028/"},{"crd":336091,"name":"Prosperity Financial Group","city":"Springfield","state":"MO","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002302","page":"https://plannerfees.com/planners/prosperity-financial-group-336091/"},{"crd":339321,"name":"Prosperity Financial Group, Inc.","city":"San Ramon","state":"CA","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"hourly":"Our hourly fees are $250.","flat":"We generally charge a minimum fee of $500 for written financial plans."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016508","page":"https://plannerfees.com/planners/prosperity-financial-group-inc-339321/"},{"crd":148473,"name":"Prosperity Investment Advisors, Inc.","city":"Longmont","state":"CO","fees":{"hourly":[195,195]},"sourceSentences":{"hourly":"Hourly Rate: $195 per hour."},"brochureDate":"9/18/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=860016","page":"https://plannerfees.com/planners/prosperity-investment-advisors-inc-148473/"},{"crd":319614,"name":"Prosperity Path Advisers, LLC","city":"Vero Beach","state":"FL","fees":{"hourly":[350,350],"flat":[2500,7500],"annual":[750,1200]},"sourceSentences":{"flat":"PPA may charge a flat fee, generally between $2,500-$7,500, or an hourly rate up to $350 per 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$500 for ongoing divorce financial planning."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058515","page":"https://plannerfees.com/planners/prosperity-planning-298268/"},{"crd":281894,"name":"Prosperity Road, LLC","city":"Santa Ana","state":"CA","fees":{"hourly":[350,450]},"sourceSentences":{"hourly":"Hourly fees range from $350 to $450."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016596","page":"https://plannerfees.com/planners/prosperity-road-llc-281894/"},{"crd":315163,"name":"Prosperity Wealth Planning LLC","city":"Irvine","state":"CA","fees":{"hourly":[325,500],"flat":[1500,3500]},"sourceSentences":{"flat":"The negotiated fixed rate for comprehensive financial planning generally ranges from $1,500 to $3,500, depending on the complexity of the plan.","hourly":"Following the completion of a comprehensive financial plan, financial planning services are available at an hourly rate between $325 and $500 per hour, depending on the complexity of the need, at the discretion of the firm."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055979","page":"https://plannerfees.com/planners/prosperity-wealth-planning-llc-315163/"},{"crd":301923,"name":"Prosperity Wealth Strategies LLC","city":"Bloomfield Hills","state":"MI","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The hourly fee for these services is $500."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055073","page":"https://plannerfees.com/planners/prosperity-wealth-strategies-llc-301923/"},{"crd":148760,"name":"Prospettiva Financial","city":"San Francisco","state":"CA","fees":{"flat":[10000,20000]},"sourceSentences":{"flat":"Flat fees range from $10,000 to $20,000."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020279","page":"https://plannerfees.com/planners/prospettiva-financial-148760/"},{"crd":132662,"name":"Prostatis Financial Advisors Group","city":"Hanover","state":"MD","fees":{"hourly":[350,350],"flat":[550,10000]},"sourceSentences":{"flat":"Clients are billed fixed fees for financial planning services that generally range from $550 to $10,000 based on the range and complexity of the services provided.","hourly":"Clients are billed at the rate of $350 an hour."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043629","page":"https://plannerfees.com/planners/prostatis-financial-advisors-group-132662/"},{"crd":312172,"name":"Prosus Wealth Management","city":"New 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relationship."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059919","page":"https://plannerfees.com/planners/protocol-wealth-llc-335298/"},{"crd":328732,"name":"Providence Capital","city":"Rogers","state":"AR","fees":{"hourly":[0,500],"flat":[1000,12000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $12,000.","hourly":"The negotiated hourly fee for these services is between $0 and $500."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055099","page":"https://plannerfees.com/planners/providence-capital-328732/"},{"crd":124839,"name":"Providence Financial Advisors, LLC","city":"Overland Park","state":"KS","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Fees for project oriented engagements are generally charged at a rate of $150 per hour, but will be agreed upon in advance."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012721","page":"https://plannerfees.com/planners/providence-financial-advisors-llc-124839/"},{"crd":327066,"name":"Providence Squared LLC","city":"Ooltewah","state":"TN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The firm may charge a $250 per hour billing rate for specific financial planning/advising projects on a rare basis."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014800","page":"https://plannerfees.com/planners/providence-squared-llc-327066/"},{"crd":292109,"name":"Providence Wealth Advisors, LLC","city":"Huntsville","state":"AL","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"On occasion, financial planning services may be provided to noninvestment management clients on an hourly rate of $175 or fixed fee basis."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027797","page":"https://plannerfees.com/planners/providence-wealth-advisors-llc-292109/"},{"crd":291830,"name":"Provident Financial Planning, LLC","city":"Addison","state":"TX","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"For clients who do not engage our firm for its ongoing asset management services, we will charge an hourly fee of $300 or a fixed project cost, which may be negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025191","page":"https://plannerfees.com/planners/provident-financial-planning-llc-291830/"},{"crd":282665,"name":"Provident Living Financial Services","city":"Lehi","state":"UT","fees":{"hourly":[200,200],"flat":[500,500],"monthly":[60,60]},"sourceSentences":{"flat":"The standard fee for platform access shall be $1,500 one-time plus $500 per any subsequent document builder access session.","monthly":"DIY MEMBERSHIP COST Base Fee: $60 /MO Base membership fee is waived or reduced for (discounts and waivers may not be combined – best will be applied): ▪ WAIVED:","hourly":"Applicable Surcharges: ▪ FINANCIAL PLANNING SERVICES: $200 /MO ▪ UP TO 2 x CHECKPOINT PITSTOP SESSIONS UP TO 20 MINUTES ANNUALLY: $50 /slot ▪ ESTATE PLANNING SUPPORT SERVICES TECHNOLOGY PLATFORM: $1,000 one-time + $500 per any subsequent document builder access session. ▪ OUT OF SCOPE WORK: $200 /HR 2026 ©…"},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014718","page":"https://plannerfees.com/planners/provident-living-financial-services-282665/"},{"crd":299389,"name":"Provident Wealth Management","city":"Burlington","state":"NC","fees":{"hourly":[250,250],"flat":[10000,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $10,000 based on complexity and unique client needs."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054066","page":"https://plannerfees.com/planners/provident-wealth-management-299389/"},{"crd":107021,"name":"Provident Wealth Management Inc","city":"Erie","state":"PA","fees":{"hourly":[300,500]},"sourceSentences":{"hourly":"Financial planning fees are based on an hourly rate that ranges from $300 to $500 per hour plus direct costs that are incurred."},"brochureDate":"3/25/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=895275","page":"https://plannerfees.com/planners/provident-wealth-management-inc-107021/"},{"crd":288660,"name":"Provident Wealth, LLC","city":"Knoxville","state":"TN","fees":{"flat":[500,5000],"quarterly":[1250,3750],"annual":[5000,15000]},"sourceSentences":{"flat":"Fees (On-Going) Fixed Fees PW may charge an initial fee of $500 to $5,000 for on-going, comprehensive financial planning services depending on the scope of the planning services and the complexity of the client’s financial situation.","annual":"In addition, PW will charge an annual fixed fee of $5,000 to $15,000 payable quarterly ($1,250 -$3,750 per quarter).","quarterly":"In addition, PW will charge an annual fixed fee of $5,000 to $15,000 payable quarterly ($1,250 -$3,750 per quarter)."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003847","page":"https://plannerfees.com/planners/provident-wealth-llc-288660/"},{"crd":304497,"name":"Provision Financial Planning","city":"Towson","state":"MD","fees":{"hourly":[325,325],"flat":[1500,6000],"annual":[5000,5000]},"sourceSentences":{"annual":"Ongoing Financial Planning Ongoing Financial Planning is offered to clients who also engage PFP for Investment Management Services and consists of an annual fee of $5,000 that is paid either monthly or quarterly, in arrears.","flat":"The fixed fee can range between $1,500 and $6,000, depending on complexity and scope of the project.","hourly":"Financial Planning engagements are offered at an hourly rate of $325 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026617","page":"https://plannerfees.com/planners/provision-financial-planning-304497/"},{"crd":281762,"name":"Prowell Financial Management, LLC","city":"Exton","state":"PA","fees":{"flat":[50000,50000]},"sourceSentences":{"flat":"Generally, however, fixed fees begin at $50,000 on an annual basis."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058726","page":"https://plannerfees.com/planners/prowell-financial-management-llc-281762/"},{"crd":298080,"name":"Proxy Wealth Advisors LLC","city":"Windermere","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $250 per hour but may be negotiated in advance."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037876","page":"https://plannerfees.com/planners/proxy-wealth-advisors-llc-298080/"},{"crd":296319,"name":"PRS Wealth Management","city":"Coppell","state":"TX","fees":{"flat":[3000,30000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $3,000 and $30,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018657","page":"https://plannerfees.com/planners/prs-wealth-management-296319/"},{"crd":288500,"name":"Prudent Financial Planning","city":"Naples","state":"FL","fees":{"hourly":[500,500],"flat":[2500,5000]},"sourceSentences":{"flat":"The fixed fee can range between $2,500.00 and $5,000.00.","hourly":"Financial Planning engagements are offered at an hourly rate of $500 per hour."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045983","page":"https://plannerfees.com/planners/prudent-financial-planning-288500/"},{"crd":344007,"name":"Prudent Harbor Advisors","city":"Broadway","state":"NC","fees":{"hourly":[250,250],"flat":[500,3500],"monthly":[1458,1458],"quarterly":[4375,4375],"annual":[2500,2500]},"sourceSentences":{"monthly":"If billed monthly, the fee would be $1,458.33 per month; if billed quarterly, the fee would be $4,375 per quarter.","quarterly":"If billed monthly, the fee would be $1,458.33 per month; if billed quarterly, the fee would be $4,375 per quarter.","annual":"Accumulation Wealth Management (Portfolios of $100,000 to $249,999) To fully support clients in the accumulation phase, Prudent Harbor provides comprehensive wealth management (strategic active management + core financial planning) for a fixed flat fee of $2,500 per year ($208.33/month via AdvicePay).","flat":"Fixed fee rates range between $500 to $3,500, and our hourly rate is $250 per hour.","hourly":"Fixed fee rates range between $500 to $3,500, and our hourly rate is $250 per hour."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057761","page":"https://plannerfees.com/planners/prudent-harbor-advisors-344007/"},{"crd":121922,"name":"Prudent Investor Advisors, LLC","city":"Folsom","state":"CA","fees":{"hourly":[200,300],"flat":[1000,1000],"annual":[1000,5000]},"sourceSentences":{"flat":"The advisor has instituted a one-time plan implementation fee that is $1,000 or less depending on the individual circumstances of the engagement.","annual":"The fixed fee is within a range of $1,000 to $5,000 per year, payable quarterly in arrears.","hourly":"Financial planning fees are negotiable but generally fees are charged at the rate of $200 to $300 an hour or for a fixed fee that generally ranges from $1,000 to $25,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027325","page":"https://plannerfees.com/planners/prudent-investor-advisors-llc-121922/"},{"crd":127284,"name":"Prudent Investors","city":"Lake Forest","state":"CA","fees":{"hourly":[750,750]},"sourceSentences":{"hourly":"Expert Witness For expert witness services, we charge a fee of $750 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031160","page":"https://plannerfees.com/planners/prudent-investors-127284/"},{"crd":175416,"name":"Prudent Prospera Planning, Inc.","city":"Pleasanton","state":"CA","fees":{"hourly":[250,250],"flat":[1500,5000]},"sourceSentences":{"hourly":"Our Financial Planning fee is an hourly rate of $250 per hour.","flat":"Our fixed fee ranges from $1,500 to $5,000."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058107","page":"https://plannerfees.com/planners/prudent-prospera-planning-inc-175416/"},{"crd":281852,"name":"Prudent Wealthcare","city":"Monument","state":"CO","fees":{"hourly":[250,250],"annual":[2000,2000]},"sourceSentences":{"annual":"Regarding ongoing advice provided to previously engaged clients, the annual fee shall be $2000 for an Individual and provide for up to 10 hours of listed services in a given calendar year or $3000 for a Couple residing in a household and provide for up to 15 hours of listed services in a given calendar year.","hourly":"Prudent Wealthcare LLC Form ADV Part 2 - 20260123 Page 6 of 21 CS2 Additional hours of service used may be billed at an hourly rate of $250 per hour."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003511","page":"https://plannerfees.com/planners/prudent-wealthcare-281852/"},{"crd":117105,"name":"Psi Capital Management","city":"Lancaster","state":"PA","fees":{"flat":[1000,2500]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $1,000 - $2,500 on a fixed fee basis and/or up to $400 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021188","page":"https://plannerfees.com/planners/psi-capital-management-117105/"},{"crd":308944,"name":"PTM Wealth Management, LLC","city":"North 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$10,000."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059177","page":"https://plannerfees.com/planners/puente-wealth-343307/"},{"crd":306754,"name":"Pugh Wealth Management, LLC","city":"Knoxville","state":"TN","fees":{"hourly":[125,400],"flat":[1500,5000]},"sourceSentences":{"hourly":"On an hourly basis ranging from $125 to $400 per hour. 2.","flat":"As a fixed fee, typically ranging from $1,500 to $5,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the number of hours to complete the engagement and the different reports to be produced."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009454","page":"https://plannerfees.com/planners/pugh-wealth-management-llc-306754/"},{"crd":338839,"name":"Pulliam Family Office, LLC","city":"Crested Butte","state":"CO","fees":{"hourly":[675,675],"flat":[45000,45000],"monthly":[1700,1700]},"sourceSentences":{"monthly":"Pulliam Family Office charges a $1,700 monthly retainer, payable monthly in advance, for financial planning services rendered.","flat":"The minimum fee is $600, and the maximum fixed fee is $45,000.","hourly":"FAMILY OFFICE SERVICES FEES Pulliam Family Office charges clients fees at an maximum hourly rate of $675 per hour for family office services."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044038","page":"https://plannerfees.com/planners/pulliam-family-office-llc-338839/"},{"crd":340431,"name":"Pullman Wealth","city":"Montclair","state":"NJ","fees":{"flat":[3000,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $3,000 to $5,000."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050464","page":"https://plannerfees.com/planners/pullman-wealth-340431/"},{"crd":305430,"name":"Pulse Financial Planning","city":"Oronoco","state":"MN","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The ongoing financial planning fee is $5,000 annually (billed monthly or quarterly in arrears)."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000757","page":"https://plannerfees.com/planners/pulse-financial-planning-305430/"},{"crd":144316,"name":"Pure Financial Advisors, LLC","city":"San Diego","state":"CA","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"If termination occurs after five (5) days, the client will receive a prorated refund of fees paid, calculated at $275.00 per hour for actual planning time spent through the effective date of termination."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008644","page":"https://plannerfees.com/planners/pure-financial-advisors-llc-144316/"},{"crd":328459,"name":"Purefi Wealth, LLC","city":"Boston","state":"MA","fees":{"hourly":[1000,1000],"flat":[1000,250000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $1000.","flat":"Our flat fees range from $1000 to $250,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024632","page":"https://plannerfees.com/planners/purefi-wealth-llc-328459/"},{"crd":137403,"name":"Pureretire LLC","city":"Northville","state":"MI","fees":{"hourly":[210,210]},"sourceSentences":{"hourly":"Over $1,000,000 0.74% A La Carte Service Fees The ConciergeAdviceSM fees applied to account In addition, we may occasionally provide nancial values over $1M are negotiable and any fee reduction planning and other nancial related services for is generally based on the following criteria: clients on an hourly basis…"},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008862","page":"https://plannerfees.com/planners/pureretire-llc-137403/"},{"crd":300905,"name":"Purple Dog Investments LLC","city":"Springfield","state":"NJ","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The investment advisory agreement will stipulate the fee rate upon agreement with each client. 4|Page Consulting Services For consulting services, the fee will be an hourly rate of $350."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004672","page":"https://plannerfees.com/planners/purple-dog-investments-llc-300905/"},{"crd":326554,"name":"Purpose 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will pay PDWA their portion of the fees.","hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042545","page":"https://plannerfees.com/planners/purpose-driven-wealth-advisors-llc-339806/"},{"crd":331194,"name":"Purpose Financial Planning","city":"Fayetteville","state":"GA","fees":{"flat":[1000,24000],"monthly":[300,2000],"annual":[3600,24000]},"sourceSentences":{"annual":"Annual fees range from $3,600 to $24,000 a year, and are paid monthly in advance, ranging from $300 to $2,000 a month.","monthly":"Annual fees range from $3,600 to $24,000 a year, and are paid monthly in advance, ranging from $300 to $2,000 a month.","flat":"Fixed fee rates range from $1,000 to 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at a rate of $250.00 to $475.00 per hour or at a negotiated flat rate usually range from $2,500 to $15,000 depending on scope of services provided."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035098","page":"https://plannerfees.com/planners/purposeful-planning-299221/"},{"crd":315556,"name":"Purposepath Capital, LLC","city":"Quincy","state":"IL","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"Services and Coaching Services PurposePath separately offers ongoing Financial Planning Services and Coaching Services quoted as an 7 annual packaged fixed fee at a rate generally starting at $2,500 annually."},"brochureDate":"7/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051458","page":"https://plannerfees.com/planners/purposepath-capital-llc-315556/"},{"crd":133764,"name":"Purtill Financial LLC","city":"Highland Heights","state":"OH","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Compensation – Consulting Consulting services are provided on an hourly basis of $150 per hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017265","page":"https://plannerfees.com/planners/purtill-financial-llc-133764/"},{"crd":174490,"name":"Purus Wealth Management, LLC","city":"Newport Beach","state":"CA","fees":{"hourly":[500,500],"flat":[1500,20000]},"sourceSentences":{"hourly":"Our hourly fees are maximum $500 and our flat fees generally range from $1,500 to $20,000.","flat":"Our hourly fees are maximum $500 and our flat fees generally range from $1,500 to $20,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021326","page":"https://plannerfees.com/planners/purus-wealth-management-llc-174490/"},{"crd":135995,"name":"Putman Capital Management, Inc.","city":"Torrance","state":"CA","fees":{"hourly":[125,475],"annual":[7500,7500]},"sourceSentences":{"annual":"Our minimum plan fee for our retainer services is $7,500.00 per year and will be billed monthly in advance.","hourly":"Fees for limited planning engagements range from $125 to $475 per hour."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054053","page":"https://plannerfees.com/planners/putman-capital-management-inc-135995/"},{"crd":133538,"name":"Pwjohnson Wealth & Legacy, LLC","city":"Los Altos","state":"CA","fees":{"hourly":[325,325],"annual":[2500,20000]},"sourceSentences":{"annual":"The fee ranges from $2,500 to $20,000 per year.","hourly":"Fees for these services are $325 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039078","page":"https://plannerfees.com/planners/pwjohnson-wealth-legacy-llc-133538/"},{"crd":334793,"name":"Pyles Financial Planning, LLC","city":"Portland","state":"OR","fees":{"hourly":[75,75]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $75.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”)."},"brochureDate":"5/12/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=977687","page":"https://plannerfees.com/planners/pyles-financial-planning-llc-334793/"},{"crd":324261,"name":"Pysnik Financial, LLC","city":"Pasadena","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025120","page":"https://plannerfees.com/planners/pysnik-financial-llc-324261/"},{"crd":340519,"name":"Q2 Financial","city":"Eastlake","state":"CO","fees":{"flat":[2000,10000]},"sourceSentences":{"flat":"Ongoing Financial Planning Q2 collects an initial fee, generally ranging from $2,000 to $10,000."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051348","page":"https://plannerfees.com/planners/q2-financial-340519/"},{"crd":277124,"name":"Qmulate","city":"Simi Valley","state":"CA","fees":{"flat":[500,5000],"monthly":[100,300]},"sourceSentences":{"flat":"Types of Fees and Payment Schedule Financial Planning Fee Project-based engagements are assessed fixed fees that range from $500 to $5,000.","monthly":"We do not assess an initial project fee; instead we charge a monthly fee ranging from $100 to $300 per month based on the complexity and depth of services to be provided through the year."},"brochureDate":"5/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044470","page":"https://plannerfees.com/planners/qmulate-277124/"},{"crd":343160,"name":"QP Financial","city":"Lees Summit","state":"MO","fees":{"flat":[750,10000]},"sourceSentences":{"flat":"Broad-based planning engagements are assessed fixed fees that range from $750 to $10,000."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050949","page":"https://plannerfees.com/planners/qp-financial-343160/"},{"crd":331655,"name":"QTR Family Wealth, LLC","city":"Lake Mary","state":"FL","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Financial planning fees are generally calculated on a flat fee basis ranging from $2,500 (Two Thousand Five Hundred Dollars) to $50,000 (Fifty Thousand Dollars) per engagement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036726","page":"https://plannerfees.com/planners/qtr-family-wealth-llc-331655/"},{"crd":333799,"name":"QTS Retirement Services LLC","city":"Las Vegas","state":"NV","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"AND CONSULTING QTS charges a fixed fee of $500 to $5,000 based on complexity and unique Client needs for financial planning."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054952","page":"https://plannerfees.com/planners/qts-retirement-services-llc-333799/"},{"crd":160019,"name":"Quabbin Advisors","city":"Amherst","state":"MA","fees":{"hourly":[175,175],"flat":[1200,3000]},"sourceSentences":{"hourly":"The fees for financial planning services are paid on a project basis and are based on a rate of $175 per hour, billed in 10- minute increments.","flat":"Many comprehensive financial plans are estimated to cost between $1200and $3000."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047215","page":"https://plannerfees.com/planners/quabbin-advisors-160019/"},{"crd":284546,"name":"Quaker Wealth Management LLC","city":"Moorestown","state":"NJ","fees":{"flat":[1200,10000]},"sourceSentences":{"flat":"Fixed fee rates vary from $1,200 to $10,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016527","page":"https://plannerfees.com/planners/quaker-wealth-management-llc-284546/"},{"crd":118886,"name":"Quality Financial Concepts","city":"Maryville","state":"TN","fees":{"hourly":[50,400],"annual":[2750,2750]},"sourceSentences":{"hourly":"Hourly fees range from $50.00 to $400.00 however the standard hourly rate is $250.00 and per diem fees are up to $3,500 per day, depending on the services to be provided.","annual":"The minimum annual fee is $2,750 for standard portfolio accounts."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042436","page":"https://plannerfees.com/planners/quality-financial-concepts-118886/"},{"crd":155903,"name":"Quam Wealth Advisory Group LLC","city":"Loves Park","state":"IL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial planning fees will be billed at the rate of $200 per hour or a fixed fee mutually agreed upon by the client and QWA."},"brochureDate":"2/5/2015","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=279786","page":"https://plannerfees.com/planners/quam-wealth-advisory-group-llc-155903/"},{"crd":331525,"name":"Quant Portfolio Management","city":"San Jose","state":"CA","fees":{"quarterly":[5000,5000]},"sourceSentences":{"quarterly":"So clients quarterly fees will be $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032592","page":"https://plannerfees.com/planners/quant-portfolio-management-331525/"},{"crd":113563,"name":"Quantum Financial Advisors Inc","city":"Rockville","state":"MD","fees":{"hourly":[250,500],"flat":[1000,5000]},"sourceSentences":{"hourly":"AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally are performed are performed at an annual rate between $1,000 and $5,000 or from $250 to $500 on an hourly rate basis.","flat":"The Registrant generally charges an annual financial planning fee of between $1,000 and $5,000 or from $250 to $500 on an hourly rate basis for all new financial planning clients."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059933","page":"https://plannerfees.com/planners/quantum-financial-advisors-inc-113563/"},{"crd":317386,"name":"Quantum Financial Advisors, LLC","city":"Santa Monica","state":"CA","fees":{"annual":[15000,15000]},"sourceSentences":{"annual":"We have updated Items 5 & 7 to disclose that Financial Planning & Consulting is included in our Comprehensive Portfolio Management service for no additional fee for clients whose annual fee exceeds $15,000."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003761","page":"https://plannerfees.com/planners/quantum-financial-advisors-llc-317386/"},{"crd":133626,"name":"Quantum Financial Planning LLC","city":"Langley","state":"WA","fees":{"hourly":[180,180]},"sourceSentences":{"hourly":"The rate is $180 per hour."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999774","page":"https://plannerfees.com/planners/quantum-financial-planning-llc-133626/"},{"crd":115877,"name":"Quantum Financial Planning Services, Inc.","city":"Spokane","state":"WA","fees":{"hourly":[350,350],"flat":[1250,1250]},"sourceSentences":{"flat":"Minimum Fee Assets under $500,000 any given quarter are billed a flat fee of $1,250 that quarter.","hourly":"Our standard hourly fees are:   $350.00 per planner/hour $75.00 per support staff/hour Financial planning services are invoiced at one or more interim points during a project, or at the end of a project, as described in the client’s Client Agreement."},"brochureDate":"12/19/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999048","page":"https://plannerfees.com/planners/quantum-financial-planning-services-inc-115877/"},{"crd":121631,"name":"Quantum Financial Services Inc.","city":"Indianapolis","state":"IN","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The fees are based on an hourly rate of $300 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034318","page":"https://plannerfees.com/planners/quantum-financial-services-inc-121631/"},{"crd":118309,"name":"Quantum Solutions, Inc.","city":"Lacey","state":"WA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Advisory fees are charged to the client based upon an hourly rate of $350.00 per hour, with a minimum of ten billable hours."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=992457","page":"https://plannerfees.com/planners/quantum-solutions-inc-118309/"},{"crd":312748,"name":"Quantum Wealth Strategies, LLC","city":"Shelby Township","state":"MI","fees":{"hourly":[150,250],"flat":[595,2500]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $595 and $2,500.","hourly":"The hourly fee for these services is between $150 and $250."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042460","page":"https://plannerfees.com/planners/quantum-wealth-strategies-llc-312748/"},{"crd":288334,"name":"Quarry Hill Advisors","city":"Saint Paul","state":"MN","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $10,000.00, based on complexity and needs of the client.","hourly":"Financial Planning fee is an hourly rate of $300.00 per hour."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054717","page":"https://plannerfees.com/planners/quarry-hill-advisors-288334/"},{"crd":112160,"name":"Quarve Associates, LLC","city":"Stamford","state":"CT","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"We charge Financial Planning/Consulting Services clients fixed hourly fees of $500/hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006003","page":"https://plannerfees.com/planners/quarve-associates-llc-112160/"},{"crd":162785,"name":"Queen City Capital Management, LLC","city":"Cincinnati","state":"OH","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"For our life, financial planning and investment management services, the fees will be $1,000 upfront (one-time) and $5,000 per year (paid monthly or quarterly) ongoing."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019845","page":"https://plannerfees.com/planners/queen-city-capital-management-llc-162785/"},{"crd":340532,"name":"Queen City Wealth","city":"Cincinnati","state":"OH","fees":{"flat":[500,3000],"monthly":[100,2000]},"sourceSentences":{"flat":"Ongoing Financial Planning QCWP collects an initial fee of $500 - $3,000.","monthly":"Fees are paid monthly in advance, ranging from $100 to $2,000 per month."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008803","page":"https://plannerfees.com/planners/queen-city-wealth-340532/"},{"crd":296891,"name":"Queenvest","city":"Beverly","state":"MA","fees":{"flat":[500,25000],"monthly":[450,1050],"quarterly":[1375,3150]},"sourceSentences":{"monthly":"The fees will range from $450 - $1,050 per month or $1,375 - $3,150 per quarter.","quarterly":"The fees will range from $450 - $1,050 per month or $1,375 - $3,150 per quarter.","flat":"The fixed fee can range between $500 and $25,000 based on the estimate hourly work required."},"brochureDate":"3/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015822","page":"https://plannerfees.com/planners/queenvest-296891/"},{"crd":154092,"name":"Quest 10 Wealth Builders, Inc.","city":"Fuquay-varina","state":"NC","fees":{"hourly":[350,350],"flat":[1500,1500]},"sourceSentences":{"flat":"The cost of attending educational seminars via local community colleges and universities varies at our discretion and based on expenses but will not exceed $29 per family. 5 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client…","hourly":"The hourly fee for these services is $350 per hour."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047937","page":"https://plannerfees.com/planners/quest-10-wealth-builders-inc-154092/"},{"crd":312940,"name":"Quiet Wealth Management","city":"Cincinnati","state":"OH","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Completion of Additional Forms, a high level of complexity, and/or representation and/or responses to the IRS will be discussed and charged at a $450 hourly rate."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030380","page":"https://plannerfees.com/planners/quiet-wealth-management-312940/"},{"crd":144704,"name":"Quigley Financial LLC","city":"Peachtree City","state":"GA","fees":{"hourly":[250,300],"annual":[3000,3000]},"sourceSentences":{"hourly":"Cost: $250 to $300 per hour.","annual":"For clients with an annual fee of $3,000 or less, clients may choose to make payments biannually, on May 15th and November 15th."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022656","page":"https://plannerfees.com/planners/quigley-financial-llc-144704/"},{"crd":168463,"name":"Quint Investments and Insurance","city":"Wappingers Falls","state":"NY","fees":{"hourly":[200,300],"flat":[350,1500]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $350 and $1500.","hourly":"The hourly fee for these services is between $200 and $300."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057057","page":"https://plannerfees.com/planners/quint-investments-and-insurance-168463/"},{"crd":342821,"name":"Quintessence Wealth Collective LLC","city":"Milwaukee","state":"WI","fees":{"hourly":[350,350],"flat":[600,15000]},"sourceSentences":{"flat":"Flat fees generally range from $600 to $15,000.","hourly":"Hourly services are billed at $350 per hour."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054190","page":"https://plannerfees.com/planners/quintessence-wealth-collective-llc-342821/"},{"crd":310802,"name":"Quoinage Capital LLC","city":"Austin","state":"TX","fees":{"hourly":[150,300],"flat":[2000,8000],"annual":[15000,45000]},"sourceSentences":{"flat":"These may include 401(k) accounts and other employer sponsored accounts as well as 529 Plan accounts. 9 Ongoing Financial Planning Comprehensive Financial Planning consists of an initial upfront charge of $2,000.00 $8,000.00.","annual":"Services are typically between $15,000 and $45,000 per year, varying on complexity and needs of the client.","hourly":"Services are offered on an hourly basis at a rate between $150 and $300 per hour, depending on complexity."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024112","page":"https://plannerfees.com/planners/quoinage-capital-llc-310802/"},{"crd":280032,"name":"Quraishi Wealth Management","city":"Jonesboro","state":"AR","fees":{"flat":[1000,10000],"quarterly":[800,1000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $1,000 and $10,000.","quarterly":"STAND ALONE ONGOING FINANCIAL PLANNING QWM charges a fixed quarterly fee in advance of $800-$1,000 on an ongoing basis for this service."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030509","page":"https://plannerfees.com/planners/quraishi-wealth-management-280032/"},{"crd":171917,"name":"R & J Financial Partners, LLC","city":"Winchester","state":"VA","fees":{"annual":[1500,5000]},"sourceSentences":{"annual":"There is no minimum fee required for financial planning services; however financial planning fees generally range from $1,500 - $5,000 annually."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010309","page":"https://plannerfees.com/planners/r-j-financial-partners-llc-171917/"},{"crd":114644,"name":"R & R Financial Services, LLC","city":"Lumberton","state":"TX","fees":{"hourly":[240,240]},"sourceSentences":{"hourly":"Retirement Planning Estate Planning & Administration Income Tax Planning Investment Planning (including recommendations on a company retirement plan (401k)) Education planning Clients using these services will be billed on an hourly basis, at a rate of $240 per hour, with a onehalf (1/2) hour minimum applicable rate."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026372","page":"https://plannerfees.com/planners/r-r-financial-services-llc-114644/"},{"crd":151405,"name":"R & R Wealth Strategies, LLC","city":"Ridgefield","state":"CT","fees":{"hourly":[400,400],"flat":[5000,15000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $5,000 to $15,000, depending on the nature and complexity of each client's circumstances. 3 2.","hourly":"On an hourly basis calculated on a charge of $400 per hour."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002491","page":"https://plannerfees.com/planners/r-r-wealth-strategies-llc-151405/"},{"crd":105448,"name":"R M Davis Inc","city":"Portland","state":"ME","fees":{"hourly":[500,500],"flat":[5000,5000],"annual":[7500,15000]},"sourceSentences":{"hourly":"The Company’s fees for portfolio consulting services are negotiated and are dependent on the nature and magnitude of the consultations but are not normally less than $500.00 per hour.","annual":"Personal Affairs Management Services For its personal affairs management services the Company typically charges an annual fee of between $7,500 - $15,000; however, that fee may be higher for relationships requiring more firm time/resources than is typical or lower for relationships requiring much less firm time…","flat":"The Company typically does not charge clients a separate fee for any financial planning or financial advice services, except as follows: for its comprehensive personal financial planning service, the Company charges a one-time, non-negotiable flat fee of $5,000, one-half of which is invoiced at the outset of the…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033452","page":"https://plannerfees.com/planners/r-m-davis-inc-105448/"},{"crd":146541,"name":"R-Tech Advisors, Inc.","city":"Woodland Hills","state":"CA","fees":{"annual":[2500,25000]},"sourceSentences":{"annual":"Fixed fees are generally between $2,500 and $25,000 annually, 6 pro-rated quarterly or as negotiated with a client."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030127","page":"https://plannerfees.com/planners/r-tech-advisors-inc-146541/"},{"crd":340854,"name":"R. Cooper Investments","city":"Jacksonville","state":"FL","fees":{"hourly":[300,300],"flat":[4750,6500]},"sourceSentences":{"flat":"Cooper Investments will charge a fixed fee for comprehensive financial planning services in the range of $4,750 to $6,500 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.","hourly":"The Advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049136","page":"https://plannerfees.com/planners/r-cooper-investments-340854/"},{"crd":112707,"name":"R. Kent Harris and Associates, LTD.","city":"Greenwood Village","state":"CO","fees":{"flat":[500,3000]},"sourceSentences":{"flat":"The fee for a financial plan may be between $500 and $3,000 or more depending on the complexity of plan."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044188","page":"https://plannerfees.com/planners/r-kent-harris-and-associates-ltd-112707/"},{"crd":149205,"name":"R. W. Stanley Investment Planning","city":"Grayslake","state":"IL","fees":{"hourly":[210,210],"flat":[900,900]},"sourceSentences":{"hourly":"The firm now bases all new projects and future work on an hourly rate of $210 per hour.","flat":"The firm has instituted a minimum charge for any one given project of $900 (4 hours) and for projects in excess of that minimum (4 hours), it now bases all new and future work primarily on an hourly rate of $225 per hour."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012801","page":"https://plannerfees.com/planners/r-w-stanley-investment-planning-149205/"},{"crd":174860,"name":"R.e.a.l. Coach","city":"Garden Grove","state":"CA","fees":{"hourly":[180,325]},"sourceSentences":{"hourly":"Client may request specific services at our standard hourly rates, which range from $180 to $325, with a typical minimum billing of $45 per 1/4 hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012560","page":"https://plannerfees.com/planners/r-e-a-l-coach-174860/"},{"crd":339934,"name":"R.i.t. Wealth Advisors","city":"San Luis Obispo","state":"CA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Clients who engage us for stand-alone Fee Based Financial Planning Services are charged a fixed fee of $1,500."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052856","page":"https://plannerfees.com/planners/r-i-t-wealth-advisors-339934/"},{"crd":290718,"name":"R.m. Shannon Wealth Management, LLC","city":"St. Paul","state":"MN","fees":{"hourly":[300,300],"flat":[2500,20000],"annual":[5000,5000]},"sourceSentences":{"annual":"ONGOING FINANCIAL PLANNING Ongoing Financial Planning consists of an ongoing fee that is paid either monthly or quarterly, in arrears, starting at a rate of $5,000 per year.","hourly":"Services offered on an hourly fee of $300 per hour.","flat":"Services offered on a flat fee between $2,500 and $20,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018825","page":"https://plannerfees.com/planners/r-m-shannon-wealth-management-llc-290718/"},{"crd":119842,"name":"R&b Financial Consultants","city":"Wadsworth","state":"OH","fees":{"annual":[800,15000]},"sourceSentences":{"annual":"(ranging from $800 to $15,000 per year) A client must have a minimum annual income of $25,000."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040106","page":"https://plannerfees.com/planners/r-b-financial-consultants-119842/"},{"crd":301513,"name":"R&v Personal Finance, LLC","city":"Decorah","state":"IA","fees":{"hourly":[300,300],"flat":[1,3500],"monthly":[200,500],"annual":[2400,6000]},"sourceSentences":{"flat":"The fixed fee can range between $1- $3,500 depending on the needs and scope of the project.","hourly":"Fees for this service may be paid by ACH or check. 8 Financial Planning Consulting Hourly Fee Financial Planning Consulting is available at an hourly rate of $300.","annual":"The availability of pro-bono services are not guaranteed and are offered on a space-available basis. 9 Comprehensive Financial Planning Fee Comprehensive Financial Planning consists of an upfront charge of $1,500-$3,000 depending on the complexity and needs of the client and an ongoing annual fee that is paid in…","monthly":"The availability of pro-bono services are not guaranteed and are offered on a space-available basis. 9 Comprehensive Financial Planning Fee Comprehensive Financial Planning consists of an upfront charge of $1,500-$3,000 depending on the complexity and needs of the client and an ongoing annual fee that is paid in…"},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015113","page":"https://plannerfees.com/planners/r-v-personal-finance-llc-301513/"},{"crd":166051,"name":"R1 Financial Group","city":"Dallas","state":"TX","fees":{"hourly":[0,300],"flat":[0,3000]},"sourceSentences":{"flat":"Flat fees for creating financial plans will be between $0 and $3,000 depending on the complexity of the situation and time involved.","hourly":"Hourly consulting fees will range from $0 to $300 per hour depending on the complexity of the task."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021012","page":"https://plannerfees.com/planners/r1-financial-group-166051/"},{"crd":338490,"name":"R2 Wealth Management Partners","city":"Lincoln","state":"NE","fees":{"hourly":[200,200],"flat":[250,1000]},"sourceSentences":{"hourly":"An hourly fee of $200 per hour is charged by R2 Wealth Management Partners for financial planning services under this arrangement.","flat":"The minimum fixed fee is generally $250 and the maximum fixed fee is generally no more than $1,000."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039954","page":"https://plannerfees.com/planners/r2-wealth-management-partners-338490/"},{"crd":340483,"name":"R3i LLC","city":"Cambridge","state":"MA","fees":{"hourly":[500,500],"flat":[1000,10000]},"sourceSentences":{"flat":"The fixed fee can range between $1,000.00 and $10,000.00, depending on needs of the client, their financial goals and complexity of their financial situation.","hourly":"If a fixed fee program is chosen, half of the fee is due at the beginning of process and the remainder is due at completion of work, however, R3I will not bill an amount above $500.00 more than 6 months in advance. 4 In the event of early termination, the client will be billed for the hours worked at a rate of…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036405","page":"https://plannerfees.com/planners/r3i-llc-340483/"},{"crd":338966,"name":"Rabbitplans","city":"Coronado","state":"CA","fees":{"hourly":[175,175],"flat":[1000,3500]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $3,500.","hourly":"Our hourly rate is $175."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011082","page":"https://plannerfees.com/planners/rabbitplans-338966/"},{"crd":310280,"name":"Radiant Wealth Planning","city":"Palo Alto","state":"CA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"RWP charges a fixed flat fee of $5,000 for a six month engagement."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000509","page":"https://plannerfees.com/planners/radiant-wealth-planning-310280/"},{"crd":277137,"name":"Rai Wealth Management","city":"Placentia","state":"CA","fees":{"hourly":[200,200],"flat":[500,500],"annual":[1000,1000]},"sourceSentences":{"hourly":"Thereafter, RAI will calculate the financial planning fee based on an hourly rate of $200.","flat":"We impose a minimum fee of $500 for any financial plan and both parties will agree to our fees in advance of RAI providing any services.","annual":"Clients that wish us to accommodate non-managed accounts will be charged an account maintenance fee not to exceed $1,000 annually."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058862","page":"https://plannerfees.com/planners/rai-wealth-management-277137/"},{"crd":126302,"name":"Raimond Wealth Management LLC","city":"Getzville","state":"NY","fees":{"hourly":[150,150],"annual":[500,500]},"sourceSentences":{"annual":"The minimum free for this arrangement is $500 annually.","hourly":"Fees for Non-Supervisory Investment Services and Comprehensive Financial Planning - These services are provided at a rate of $150 per hour."},"brochureDate":"1/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=806631","page":"https://plannerfees.com/planners/raimond-wealth-management-llc-126302/"},{"crd":327703,"name":"Rain Or Shine Planning, LLC","city":"Portland","state":"OR","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Our hourly rate is $350."},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050689","page":"https://plannerfees.com/planners/rain-or-shine-planning-llc-327703/"},{"crd":341512,"name":"Rainbrook Capital LLC","city":"Little Rock","state":"AR","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"However, under more complex circumstances, RC will charge an hourly consulting fee of $300 per hour for research, analysis, and detailed planning recommendations."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056343","page":"https://plannerfees.com/planners/rainbrook-capital-llc-341512/"},{"crd":116251,"name":"Rainey & Randall Wealth Advisors, Inc.","city":"Celebration","state":"FL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our financial planning services are offered on our hourly rate not to exceed $300.00."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016956","page":"https://plannerfees.com/planners/rainey-randall-wealth-advisors-inc-116251/"},{"crd":339511,"name":"Rainey Wealth Management LLC","city":"Salt Lake City","state":"UT","fees":{"hourly":[250,250],"flat":[1000,1000],"annual":[2500,2500]},"sourceSentences":{"annual":"We charge an annual fixed fee of $2,500 for our Portfolio Second Opinion service.","flat":"One Time Portfolio Checkup 10 We charge a fixed fee of $1,000 for our One Time Portfolio Checkup service.","hourly":"We offer Financial Planning services on an hourly basis at a rate of $250 per hour."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002076","page":"https://plannerfees.com/planners/rainey-wealth-management-llc-339511/"},{"crd":338645,"name":"Rainier Wealth Planning, LLC","city":"Baton Rouge","state":"LA","fees":{"hourly":[400,1000],"flat":[6400,200000]},"sourceSentences":{"hourly":"The hourly fee for these services is between $400 and $1,000.","flat":"The negotiated fixed rate for creating client financial plans is between $6,400 and $200,000."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058129","page":"https://plannerfees.com/planners/rainier-wealth-planning-llc-338645/"},{"crd":311515,"name":"Raise Financial Advisors LLC","city":"Oakland","state":"CA","fees":{"hourly":[325,325],"flat":[600,600],"quarterly":[1050,1050]},"sourceSentences":{"flat":"Ninety-Minute “Ask Us Anything” Session Ninety-Minute “Ask Us Anything” sessions are offered for a fixed fee of $600.","quarterly":"Ongoing Financial Planning Ongoing Financial Planning consists of a one-time upfront charge of $200 and an ongoing fee that is paid quarterly, in arrears, at the rate of $1050 per quarter.","hourly":"One-Time Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $325 per hour."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004518","page":"https://plannerfees.com/planners/raise-financial-advisors-llc-311515/"},{"crd":298713,"name":"Rajs Funds","city":"Fremont","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"For an initial plan consultation, RAJS will charge an hourly or a fixed fee that is calculated by multiplying our negotiable, maximum hourly rate of $350 by the estimated amount of time needed to complete the financial planning project."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009319","page":"https://plannerfees.com/planners/rajs-funds-298713/"},{"crd":335560,"name":"Rakatansky Financial LLC","city":"Subudry","state":"MA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Rakatansky also offers standalone financial planning services at an hourly rate of $350."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007387","page":"https://plannerfees.com/planners/rakatansky-financial-llc-335560/"},{"crd":149538,"name":"Raleigh Capital Management Inc.","city":"Cary","state":"NC","fees":{"flat":[995,995]},"sourceSentences":{"flat":"We charge $995 for most financial plans but reserve the right to charge more for complex plans, if the client agrees in advance."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048610","page":"https://plannerfees.com/planners/raleigh-capital-management-inc-149538/"},{"crd":141192,"name":"Ralicki Wealth Management & Trust Services","city":"Stuart","state":"FL","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"On an hourly basis, ranging from $200 to $400 per hour, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015313","page":"https://plannerfees.com/planners/ralicki-wealth-management-trust-services-141192/"},{"crd":343608,"name":"Ram Legacy Wealth Management","city":"Highland","state":"MI","fees":{"hourly":[350,350],"flat":[1500,1500]},"sourceSentences":{"hourly":"Hourly fee services are offered based on an hourly fee of $350 per hour.","flat":"7 Fixed fee services are offered based on a fixed fee to never exceed $1,500 depending on the complexity of the engagement."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051210","page":"https://plannerfees.com/planners/ram-legacy-wealth-management-343608/"},{"crd":311211,"name":"Rampart Wealth Management","city":"Meredith","state":"NH","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"3/17/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=953432","page":"https://plannerfees.com/planners/rampart-wealth-management-311211/"},{"crd":342833,"name":"Ramsey Smith Investment Solutions","city":"North Myrtle Beach","state":"SC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Hourly fee services are offered on an hourly fee of $300 per hour."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052902","page":"https://plannerfees.com/planners/ramsey-smith-investment-solutions-342833/"},{"crd":300966,"name":"Ranch Capital Advisors Inc.","city":"Sarasota","state":"FL","fees":{"hourly":[250,450],"monthly":[150,500],"annual":[1000,5000]},"sourceSentences":{"annual":"Our fixed fees are negotiable and range between $1000 and $5,000 annually depending 8 on the scope and complexity of the services rendered.","hourly":"Our hourly fee for financial planning is $250 - $450 and is payable as invoiced.","monthly":"The subscription term and service fee are agreed upon in advance and will range from $150-$500 a month depending on the scope and complexity of the work."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058532","page":"https://plannerfees.com/planners/ranch-capital-advisors-inc-300966/"},{"crd":298613,"name":"Rand Financial Planning, LLC","city":"Flemington","state":"NJ","fees":{"annual":[10000,40000]},"sourceSentences":{"annual":"Comprehensive Financial Planning Engagement RFP’s fee for a comprehensive financial planning engagement is an annual fixed fee ranging from $10,000 - $40,000, calculated on the basis of the client’s total income, assets, and the scope and overall complexity of the Client’s financial situation and needs."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018003","page":"https://plannerfees.com/planners/rand-financial-planning-llc-298613/"},{"crd":322339,"name":"Randa Wealth Strategies","city":"Easton","state":"PA","fees":{"hourly":[200,200],"flat":[995,995]},"sourceSentences":{"flat":"CORE PLANNING $995 or five (5) installments of $199 ELITE PLANNING $1645 or five (5) installments of $329 PREMIER PLANNING $3395 or five (5) installments of $679 CORE Annual Suitability check and Review Payment Options:","hourly":"Financial planning services are also offered for an hourly fee of $200 and not to exceed 12 hours."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013238","page":"https://plannerfees.com/planners/randa-wealth-strategies-322339/"},{"crd":323846,"name":"Randall & Associates Wealth Management","city":"Butler","state":"PA","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004927","page":"https://plannerfees.com/planners/randall-associates-wealth-management-323846/"},{"crd":325328,"name":"Randall Financial LLC","city":"Albuquerque","state":"NM","fees":{"hourly":[250,250],"flat":[500,12000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 and $12,000.","hourly":"Our hourly rate is $250."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003700","page":"https://plannerfees.com/planners/randall-financial-llc-325328/"},{"crd":142729,"name":"Randall Stone Financial","city":"Chico","state":"CA","fees":{"hourly":[200,200],"annual":[500,500]},"sourceSentences":{"annual":"Prior to any services being provided by Randall Stone Financial to Client, an initial retainer of $500 is due upon the signing of the Agreement and the balance of payment is due and payable at the time the financial findings are presented and the written plan is presented.","hourly":"For consultation, research, analysis, implementation, monitoring, investment management, and general comprehensive financial planning services provided, Client shall pay Randall Stone Financial a fee of $200.00 per hour."},"brochureDate":"6/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047478","page":"https://plannerfees.com/planners/randall-stone-financial-142729/"},{"crd":292900,"name":"Randazzo Capital Management, LLC","city":"Rancho Mission Viejo","state":"CA","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"hourly":"Fees for retainer agreements are negotiated with each client and are typically charged as a fixed fee for a set of deliverables or on an hourly basis, generally based on a rate of $250 per hour.","flat":"Project consulting fees will generally range from $1,000 to $10,000, but may be more or less, depending on the scope of the services provided."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004884","page":"https://plannerfees.com/planners/randazzo-capital-management-llc-292900/"},{"crd":128903,"name":"Randolph Elder, CFP","city":"Loomis","state":"CA","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"My standard fee for financial planning activities is $125 per hour."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008959","page":"https://plannerfees.com/planners/randolph-elder-cfp-128903/"},{"crd":290001,"name":"Range Financial Group, LLC","city":"Tigard","state":"OR","fees":{"flat":[0,50000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is typically between $0 and $50,000."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048088","page":"https://plannerfees.com/planners/range-financial-group-llc-290001/"},{"crd":304825,"name":"Ransome Asset Management","city":"Wesley Chapel","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"An hourly fee of up to a maximum of $500 per hour is charged by Ransome Asset Management for financial planning services under this arrangement."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=590487","page":"https://plannerfees.com/planners/ransome-asset-management-304825/"},{"crd":286308,"name":"Rapport Financial, LLC","city":"San Francisco","state":"CA","fees":{"hourly":[400,400],"flat":[5000,20000]},"sourceSentences":{"flat":"For this financial plan deliverable, we generally charge a fixed fee between $5,000 and $20,000.","hourly":"For financial consulting services we charge an hourly fee of $400-500, which is negotiable in our sole discretion. 9 Financial Planning fees (including the upfront charge) may be waived or negotiable in certain cases."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018353","page":"https://plannerfees.com/planners/rapport-financial-llc-286308/"},{"crd":323531,"name":"Rational Capital Advisors LLC","city":"Ambler","state":"PA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"These fees are negotiable but generally at $300 on an hourly basis."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023643","page":"https://plannerfees.com/planners/rational-capital-advisors-llc-323531/"},{"crd":290027,"name":"Raton Wealth","city":"Fishers","state":"IN","fees":{"flat":[500,10000],"annual":[3600,3600]},"sourceSentences":{"annual":"Clients under the $400,000 threshold will be charged our minimum annual fee of $3,600 until client’s manageable investment portfolio exceeds $400,000.","flat":"It is a one-time project fee that typically ranges between $500 and $10,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020961","page":"https://plannerfees.com/planners/raton-wealth-290027/"},{"crd":153994,"name":"Raub Brock Capital Management, LP","city":"Larkspur","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Raub Brock rarely charges hourly fees for its services but may choose to offer individual financial consultations at an hourly rate of $300 per hour 8 depending upon the level and scope of service(s) required and the professional rendering the service(s)."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056729","page":"https://plannerfees.com/planners/raub-brock-capital-management-lp-153994/"},{"crd":343835,"name":"Raven Point Wealth Management, LLC","city":"Brentwood","state":"TN","fees":{"quarterly":[1250,1250],"annual":[5000,5000]},"sourceSentences":{"annual":"The Firm’s standard ongoing financial-planning fee is $5,000 per year.","quarterly":"Financial planning fees are generally billed quarterly in advance at $1,250 per quarter on January 1, April 1, July 1, and October 1."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060201","page":"https://plannerfees.com/planners/raven-point-wealth-management-llc-343835/"},{"crd":339849,"name":"Raven Wealth Advisors","city":"Pasadena","state":"CA","fees":{"hourly":[250,250],"flat":[5000,10000],"annual":[5000,10000]},"sourceSentences":{"annual":"The annual fee for this service ranges from $5,000 to $10,000.","flat":"Fixed fee rates range between $5,000 - $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048561","page":"https://plannerfees.com/planners/raven-wealth-advisors-339849/"},{"crd":154412,"name":"Raymond Capital Advisors, LLC","city":"Sarasota","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Subset services of the plan may also be contracted at a rate of $250 an hour."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056980","page":"https://plannerfees.com/planners/raymond-capital-advisors-llc-154412/"},{"crd":312570,"name":"Raymond Liao Investment Advisor","city":"Arcadia","state":"CA","fees":{"flat":[3000,6000]},"sourceSentences":{"flat":"Written Financial Plan (range from $3,000-$6,000) 2."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020276","page":"https://plannerfees.com/planners/raymond-liao-investment-advisor-312570/"},{"crd":329301,"name":"RC Private Wealth, LLC","city":"Miami","state":"FL","fees":{"hourly":[500,500],"flat":[3500,3500]},"sourceSentences":{"hourly":"On an hourly basis of $500 per hour depending on the nature and complexity of each client’s circumstances. 5 2.","flat":"As a fixed fee, typically starting at $3,500, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=884237","page":"https://plannerfees.com/planners/rc-private-wealth-llc-329301/"},{"crd":281300,"name":"RC Wealth Management","city":"Oakland","state":"CA","fees":{"flat":[499,499]},"sourceSentences":{"flat":"Multi-component engagements are assessed a fixed fee of $499."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053556","page":"https://plannerfees.com/planners/rc-wealth-management-281300/"},{"crd":327790,"name":"RCK Wealth Advisory LLC","city":"Souderton","state":"PA","fees":{"flat":[2000,10000]},"sourceSentences":{"flat":"COMPREHENSIVE FINANCIAL PLANNING RCK charges a fixed annual fee of $2,000 to $10,000 for financial planning."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004522","page":"https://plannerfees.com/planners/rck-wealth-advisory-llc-327790/"},{"crd":144939,"name":"RCM Capital Management, L.L.C.","city":"Hammonton","state":"NJ","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $150 to $300 on an hourly rate basis, depending upon the level and scope of the service required and the professional rendering the service."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058630","page":"https://plannerfees.com/planners/rcm-capital-management-l-l-c-144939/"},{"crd":153641,"name":"RCM Wealth Advisors","city":"Chicago","state":"IL","fees":{"hourly":[150,150],"flat":[1500,1500]},"sourceSentences":{"hourly":"RCM Wealth Advisors' Financial Planning fee of $150 per hour or $1,500 per plan, determined based on the nature of the services being provided and the complexity of each client's circumstances.","flat":"RCM Wealth Advisors' Financial Planning fee of $150 per hour or $1,500 per plan, determined based on the nature of the services being provided and the complexity of each client's circumstances."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014309","page":"https://plannerfees.com/planners/rcm-wealth-advisors-153641/"},{"crd":291678,"name":"RCS Financial Planning, LLC","city":"Annapolis","state":"MD","fees":{"hourly":[250,450],"flat":[0,4000],"monthly":[0,300]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $0 - $4,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $0 - $300 per month.","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $0 - $4,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $0 - $300 per month.","hourly":"The negotiated rate for creating client financial plans ranges between $250 and $450 an hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021945","page":"https://plannerfees.com/planners/rcs-financial-planning-llc-291678/"},{"crd":111954,"name":"RCV Financial Services","city":"Valencia","state":"CA","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"hourly":"The compensation of the applicant for its financial planning services shall be based on an hourly fee of $250.00 per hour billed in completed 15 minute increments or a flat fee ranging from $500.00 to $10,000.00 per project based on the complexity of the project.","flat":"The compensation of the applicant for its financial planning services shall be based on an hourly fee of $250.00 per hour billed in completed 15 minute increments or a flat fee ranging from $500.00 to $10,000.00 per project based on the complexity of the project."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=40094","page":"https://plannerfees.com/planners/rcv-financial-services-111954/"},{"crd":298189,"name":"RD Kelley Financial Group","city":"Tucson","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Advisory Consulting Services RDKFG charges an hourly fee for Advisory Consulting services of $250."},"brochureDate":"6/4/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=716521","page":"https://plannerfees.com/planners/rd-kelley-financial-group-298189/"},{"crd":156073,"name":"RD Lewis Wealth Management","city":"Maitland","state":"FL","fees":{"hourly":[125,250]},"sourceSentences":{"hourly":"RD Lewis offers financial planning services at an hourly rate ranging from $125 to $250."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059347","page":"https://plannerfees.com/planners/rd-lewis-wealth-management-156073/"},{"crd":329749,"name":"RDG Capital Management LLC","city":"Pittsford","state":"NY","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Hourly fees range from $250 to $500 per hour, depending on the scope and complexity of the engagement."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058192","page":"https://plannerfees.com/planners/rdg-capital-management-llc-329749/"},{"crd":299357,"name":"Re-Envision Wealth","city":"New York","state":"NY","fees":{"hourly":[250,1000],"flat":[2000,5000],"monthly":[416,5000],"quarterly":[1250,15000],"annual":[5000,5000]},"sourceSentences":{"annual":"Our minimum annual fee for this service is $5,000.","monthly":"After the first six months, there will be a monthly fee of $416.67-$5,000 or a quarterly fee of $1,250-$15,000 paid in advance.","quarterly":"After the first six months, there will be a monthly fee of $416.67-$5,000 or a quarterly fee of $1,250-$15,000 paid in advance.","flat":"Project-based Financial Planning $2,000-$5,000 fees are negotiable based on the client of the client’s financial situation.","hourly":"Fees for these services range from $250 to $1000/hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029861","page":"https://plannerfees.com/planners/re-envision-wealth-299357/"},{"crd":323834,"name":"Reach One Teach One Financial","city":"Phoenix","state":"AZ","fees":{"hourly":[365,365],"flat":[15000,15000],"monthly":[300,800]},"sourceSentences":{"flat":"R1T1Fin collects an initial plan development fee, no greater than $15,000.","monthly":"Recurring fees are paid quarterly in advance at a rate of $300 - $800 per month.","hourly":"Our hourly rate starts at $365."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023531","page":"https://plannerfees.com/planners/reach-one-teach-one-financial-323834/"},{"crd":324781,"name":"Reaching Upward Financial Solutions LLC","city":"Dayton","state":"OH","fees":{"hourly":[100,100],"flat":[750,3500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $750 and $3,500.","hourly":"Fees for more complex tax situations will be based on $100 per hour."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002613","page":"https://plannerfees.com/planners/reaching-upward-financial-solutions-llc-324781/"},{"crd":130189,"name":"Read & Powell Financial Services, LLC","city":"Elko","state":"NV","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Read & Powell Financial Services, LLC's Financial Planning fee is generally $250 per hour; however, fees will be determined based on the nature of the services being provided and the complexity of each client's circumstances."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020501","page":"https://plannerfees.com/planners/read-powell-financial-services-llc-130189/"},{"crd":161648,"name":"Reagan Companies Asset Management, Inc","city":"Syracuse","state":"NY","fees":{"hourly":[150,500],"flat":[1500,1500]},"sourceSentences":{"flat":"The IA will review and evaluate, on a case by case basis, requests from clients to receive an invoice and pay their fee directly rather than from their accounts. 3 Financial Planning Fees Fixed Fees The rate for creating client financial plans is $1,500.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $500."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048163","page":"https://plannerfees.com/planners/reagan-companies-asset-management-inc-161648/"},{"crd":284103,"name":"Reagan Financial Planning LLC","city":"Oxford","state":"GA","fees":{"hourly":[85,85]},"sourceSentences":{"hourly":"We charge a fee of $85 per hour for financial planning services provided on a one-time, project basis."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023448","page":"https://plannerfees.com/planners/reagan-financial-planning-llc-284103/"},{"crd":309221,"name":"Real Advisers LLC RIA Series","city":"Austin","state":"TX","fees":{"hourly":[100,450],"flat":[5000,5000]},"sourceSentences":{"flat":"Fixed financial planning fees may range from $5,000 up to $15,000 depending on the complexity of the financial circumstances of a client and the amount of time (i.e., number of hours) it takes us to develop the financial plan.","hourly":"Hourly fees range from $100 to $450 per hour depending on the complexity of the task and the skill-set required to render the services."},"brochureDate":"3/28/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=967244","page":"https://plannerfees.com/planners/real-advisers-llc-ria-series-309221/"},{"crd":337219,"name":"Real Agency Wealth LLC","city":"Beaverton","state":"OR","fees":{"hourly":[325,325],"flat":[7200,7200]},"sourceSentences":{"hourly":"Our hourly rate, if applicable, is $325.","flat":"Investment Management Services For clients with less than $720,000 in assets under management, we charge a flat annual advisory fee of 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of requested information.​ ​ Ongoing financial planning fees typically range from $500 to $2,500 per month, based on the…","hourly":"Hourly fees are typically $450 per hour."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054904","page":"https://plannerfees.com/planners/redwood-money-317667/"},{"crd":307958,"name":"Redwood Park Advisors","city":"Redwood City","state":"CA","fees":{"hourly":[250,250],"flat":[2000,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250/hour.","flat":"Flat fees range from $2,000 to $5,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021772","page":"https://plannerfees.com/planners/redwood-park-advisors-307958/"},{"crd":173760,"name":"Reedmark Advisors, 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$350."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=976642","page":"https://plannerfees.com/planners/reel-financial-planning-333611/"},{"crd":310178,"name":"Reeves, James, Townsend","city":"Rancho Palos Verdes","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND CONSULTING Advisor charges an hourly fee of $250 per hour for financial planning and consulting."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001179","page":"https://plannerfees.com/planners/reeves-james-townsend-310178/"},{"crd":337453,"name":"Refined Wealth","city":"Houston","state":"TX","fees":{"hourly":[300,300],"flat":[3000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $3,000 to $10,000.","hourly":"Our hourly rate is 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Firm."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018262","page":"https://plannerfees.com/planners/refresh-investments-297146/"},{"crd":126952,"name":"Regal Capital Management, Inc.","city":"Bedford","state":"IN","fees":{"hourly":[100,150]},"sourceSentences":{"hourly":"Fees for consultations and financial planning vary from $100 to $150 per hour depending on the complexity of the project and the services being provided."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011698","page":"https://plannerfees.com/planners/regal-capital-management-inc-126952/"},{"crd":283187,"name":"Regal Oak Financial, LLC","city":"Frankfort","state":"IL","fees":{"hourly":[150,150],"monthly":[75,75],"annual":[600,600]},"sourceSentences":{"hourly":"Pay a flat fee of $150 per hour of work performed.","annual":"Clients who pay for at least $600 a year on an hourly basis for advisory services will have access to their financial plans online. 2.","monthly":"Pay a monthly fee of $75 to complete the plan."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039225","page":"https://plannerfees.com/planners/regal-oak-financial-llc-283187/"},{"crd":145363,"name":"Regatta Capital Group, LLC","city":"El Segundo","state":"CA","fees":{"hourly":[50,300],"flat":[1000,15000]},"sourceSentences":{"hourly":"Hourly fees range from $50 to $300.","flat":"Fixed fees range from $1,000 to $15,000."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053587","page":"https://plannerfees.com/planners/regatta-capital-group-llc-145363/"},{"crd":333067,"name":"Regatta Financial LLC","city":"Gaithersburg","state":"MD","fees":{"hourly":[400,400],"flat":[5000,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $400 per hour.","flat":"Services are offered based on a flat fee between $5,000 to $10,000."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=927310","page":"https://plannerfees.com/planners/regatta-financial-llc-333067/"},{"crd":337526,"name":"Regenesys Capital Management LLC","city":"New York","state":"NY","fees":{"hourly":[300,300],"flat":[500,50000]},"sourceSentences":{"flat":"Fixed fees range from $500 to $50,000.","hourly":"RCM may charge an hourly fee not to exceed $300 per hour for consulting."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047251","page":"https://plannerfees.com/planners/regenesys-capital-management-llc-337526/"},{"crd":343152,"name":"Reges Wealth Management LLC","city":"Potomac","state":"MD","fees":{"hourly":[500,500],"flat":[1000,2500]},"sourceSentences":{"flat":"The Advisor also offers stand-alone financial planning services for a fixed engagement fee ranging from $1,000 to $2,500 per engagement.","hourly":"Financial planning fees will not exceed more than $500 per hour for the services to be rendered to the Client."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056514","page":"https://plannerfees.com/planners/reges-wealth-management-llc-343152/"},{"crd":326555,"name":"Regista Financial Strategies, LLC","city":"Denver","state":"CO","fees":{"hourly":[250,250],"flat":[1500,1500],"monthly":[250,500]},"sourceSentences":{"flat":"Ongoing Financial Planning RFS collects an initial fee, at minimum $1,500 and no greater than $10,000.","monthly":"Fees are paid monthly in advance at a rate of $250 to $500 per month.","hourly":"Our hourly rate is $250."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059203","page":"https://plannerfees.com/planners/regista-financial-strategies-llc-326555/"},{"crd":305695,"name":"Reichard Capital, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[90,500]},"sourceSentences":{"hourly":"Reichard Capital may charge an hourly fee ranging from $90.00 to $500.00 per hour depending on the nature and complexity of the client’s financial plan and the Reichard Capital associate providing the service."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020899","page":"https://plannerfees.com/planners/reichard-capital-llc-305695/"},{"crd":325495,"name":"Reichel Management Company LLC","city":"Jackson","state":"WY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=859521","page":"https://plannerfees.com/planners/reichel-management-company-llc-325495/"},{"crd":308301,"name":"Reign Wealth Logic","city":"Eugene","state":"OR","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $5,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039157","page":"https://plannerfees.com/planners/reign-wealth-logic-308301/"},{"crd":340485,"name":"Reik Wealth Management, Inc.","city":"Lakewood Ranch","state":"FL","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Fees for Financial Consulting (“Consulting Fees”) are $400 per hour and detailed in the Financial Consulting Agreement (“Consulting Agreement”)."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048640","page":"https://plannerfees.com/planners/reik-wealth-management-inc-340485/"},{"crd":340148,"name":"Reinhardt Consulting","city":"Newport","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Advisory fees are charged at a rate of $250 per hour and apply to all advisory services unless otherwise specified in writing."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051316","page":"https://plannerfees.com/planners/reinhardt-consulting-340148/"},{"crd":167088,"name":"Reitz Capital Advisors LLC","city":"Freeland","state":"MI","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"Reitz Capital Advisors’ hourly fee is $175; however, the Advisor may modify the fee based on unique individual situations or complexity of services."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008639","page":"https://plannerfees.com/planners/reitz-capital-advisors-llc-167088/"},{"crd":159983,"name":"Relevance Capital Management","city":"Denton","state":"TX","fees":{"hourly":[100,400],"flat":[2500,10000]},"sourceSentences":{"hourly":"These fees are largely determined by the scope and complexity of the agreed-upon services and range from $100 to $400 on an hourly basis and $2,500 to $10,000 on a fixed-fee basis.","flat":"These fees are largely determined by the scope and complexity of the agreed-upon services and range from $100 to $400 on an hourly basis and $2,500 to $10,000 on a fixed-fee basis."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031735","page":"https://plannerfees.com/planners/relevance-capital-management-159983/"},{"crd":174465,"name":"Relevant Financial Advisors LLC","city":"Elkhart","state":"IN","fees":{"flat":[5000,5000],"annual":[3500,3500]},"sourceSentences":{"annual":"ADV Part II v8.0 03-26-26 4 RELEVANT FINANCIAL ADVISORS LLC FORM ADV PART II BROCHURE Fee Allowances Minimum Assets For clients with an investment portfolio between $350,000 and $500,000, Relevant may discount the minimum annual fee to $3,500 for the shorter of 2 years or until the portfolio reaches $500,000.","flat":"For clients who have a manageable investment portfolio of less than $350,000, Relevant may structure the fee as an initial project fee of $5,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027679","page":"https://plannerfees.com/planners/relevant-financial-advisors-llc-174465/"},{"crd":285243,"name":"Releve Financial Group","city":"Scottsdale","state":"AZ","fees":{"annual":[7500,7500]},"sourceSentences":{"annual":"Fees may vary but will not exceed $7,500 per year."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006431","page":"https://plannerfees.com/planners/releve-financial-group-285243/"},{"crd":172726,"name":"Reliable Alliance Financial","city":"Fairfax","state":"VA","fees":{"hourly":[250,250],"flat":[900,900]},"sourceSentences":{"hourly":"Our rate is $250 per hour and our meeting is scheduled as a one-hour session each.","flat":"We assess a project fee, which is based on the hourly rate of $225 multiply by the estimated numbers of hours to complete the project, typically starting from $900."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019451","page":"https://plannerfees.com/planners/reliable-alliance-financial-172726/"},{"crd":154005,"name":"Reliance Capital Holdings, LLC","city":"Southfield","state":"MI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200."},"brochureDate":"8/23/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=857289","page":"https://plannerfees.com/planners/reliance-capital-holdings-llc-154005/"},{"crd":121482,"name":"Reliance Financial 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hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017223","page":"https://plannerfees.com/planners/reliant-investment-partners-llc-297369/"},{"crd":282530,"name":"Relion Assets Management, LLC","city":"Rancho Mirage","state":"CA","fees":{"flat":[500,2000]},"sourceSentences":{"flat":"-2ReLion Assets Management, LLC FINANCIAL PLANNING and CONSULTING ReLion charges a negotiable fixed fee between $500 and $2,000 for financial planning."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040072","page":"https://plannerfees.com/planners/relion-assets-management-llc-282530/"},{"crd":269934,"name":"Relyon Financial Advisors, LLC","city":"San Antonio","state":"TX","fees":{"hourly":[150,450],"monthly":[149,149],"annual":[3999,3999]},"sourceSentences":{"annual":"The current base annual fee for a comprehensive financial planning service is $3,999.00 with an optional monthly maintenance fee of $149.00 per month if there is no assets under management.","monthly":"The current base annual fee for a comprehensive financial planning service is $3,999.00 with an optional monthly maintenance fee of $149.00 per month if there is no assets under management.","hourly":"RelyOn will generally charge an hourly fee ranging from $150 to $450, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"11/29/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=931712","page":"https://plannerfees.com/planners/relyon-financial-advisors-llc-269934/"},{"crd":306510,"name":"Rembert Pendleton Jackson","city":"Vienna","state":"VA","fees":{"flat":[3000,15000]},"sourceSentences":{"flat":"Financial planning services are provided on a fixed fee basis, and rates typically vary from $3,000 to $15,000."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054691","page":"https://plannerfees.com/planners/rembert-pendleton-jackson-306510/"},{"crd":339551,"name":"Remnant Wealth","city":"Carmel","state":"IN","fees":{"hourly":[300,300],"flat":[1000,20000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 - $20,000.","hourly":"Our hourly rate is $300."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048115","page":"https://plannerfees.com/planners/remnant-wealth-339551/"},{"crd":284297,"name":"Remote Financial Planner, LLC","city":"West Palm Beach","state":"FL","fees":{"annual":[13200,13200]},"sourceSentences":{"annual":"The minimum annual fee in which a client is charged for an advisory subscription is $13,200 per year paid monthly in 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arrears and payable within ten (10) days after the date of invoice."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058842","page":"https://plannerfees.com/planners/render-financial-llc-335983/"},{"crd":298618,"name":"Renew Family Wealth","city":"Jupiter","state":"FL","fees":{"hourly":[150,250],"flat":[1500,5000]},"sourceSentences":{"flat":"Renew Family Wealth will charge a fixed fee that ranges from $1,500 to $5,000.","hourly":"Renew Family Wealth charges an hourly fee that ranges between $150 and $250 per hour."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047505","page":"https://plannerfees.com/planners/renew-family-wealth-298618/"},{"crd":329069,"name":"Renew Wealth Management LLC","city":"Alexandria","state":"VA","fees":{"hourly":[400,400],"flat":[1800,10000]},"sourceSentences":{"flat":"Fixed fees range between $1,800 and $10,000.","hourly":"Hourly fees are $400 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015922","page":"https://plannerfees.com/planners/renew-wealth-management-llc-329069/"},{"crd":288710,"name":"Rennie & Associates","city":"Irvine","state":"CA","fees":{"hourly":[150,150],"annual":[1000,15000]},"sourceSentences":{"annual":"Thereafter, RENNIE & ASSOCIATES charges an optional annual retainer fees ranging from $1,000 to $15,000 for periodic updates of the financial plan.","hourly":"RENNIE & ASSOCIATES will charge Clients with unique requirements not consistent with the above at a rate of $150 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026357","page":"https://plannerfees.com/planners/rennie-associates-288710/"},{"crd":305844,"name":"Renovate Financial 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Initial Financial Planning Engagement We generally charge a fixed fee of $10,000, however, the fee may be higher (up to $25,000) based on complexity of the engagement."},"brochureDate":"6/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047191","page":"https://plannerfees.com/planners/resettle-wealth-340812/"},{"crd":330582,"name":"Reshape Wealth","city":"Boca Raton","state":"FL","fees":{"hourly":[1000,1000]},"sourceSentences":{"hourly":"Alternatively, clients may negotiate an hourly rate, not to exceed $1000 per hour."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016262","page":"https://plannerfees.com/planners/reshape-wealth-330582/"},{"crd":285534,"name":"Resilient Asset Management","city":"Memphis","state":"TN","fees":{"annual":[4000,4000]},"sourceSentences":{"annual":"For this arrangement, Clients are assessed a fixed annual fee 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ranging from $1,000 to $15,000, depending on the complexity of a client’s plan and services provided."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022523","page":"https://plannerfees.com/planners/resolute-wealth-strategies-llc-318599/"},{"crd":154965,"name":"Resolve Capital Management LLC","city":"Sioux Falls","state":"SD","fees":{"flat":[500,5000],"annual":[3000,3000]},"sourceSentences":{"annual":"The minimum annual fee is $3,000.","flat":"Fixed fees typically range between $500 and $5,000."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002367","page":"https://plannerfees.com/planners/resolve-capital-management-llc-154965/"},{"crd":169862,"name":"Resolved Financial","city":"Winston Salem","state":"NC","fees":{"flat":[400,400]},"sourceSentences":{"flat":"At the beginning of each fixed fee financial planning 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planning package consists of an upfront $2,000 $4,500 per plan and an on-going annual fee (pro-rated & billed in advance monthly) ranging from $225 to $350 per month."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038201","page":"https://plannerfees.com/planners/retire-ready-inc-314635/"},{"crd":165272,"name":"Retire Right Planning, LLC","city":"Denver","state":"CO","fees":{"hourly":[100,100],"flat":[1200,1200]},"sourceSentences":{"flat":"Retire Right Planning charges a flat fee of $1,200 for its financial plan.","hourly":"For the firm’s hourly financial planning services, it charges $100 per hour."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058276","page":"https://plannerfees.com/planners/retire-right-planning-llc-165272/"},{"crd":344333,"name":"Retire Wise, 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stand-alone service on an hourly basis, which ranges from $250 to $2,500 on a fixed fee basis or from $125 to $325 on an hourly basis.","hourly":"Financial and Retirement Planning consultation also is provided as a stand-alone service on an hourly basis, which ranges from $250 to $2,500 on a fixed fee basis or from $125 to $325 on an hourly basis."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042230","page":"https://plannerfees.com/planners/retirement-capital-strategies-inc-139009/"},{"crd":145733,"name":"Retirement Collaborative LLC","city":"Harrisburg","state":"PA","fees":{"hourly":[300,300],"flat":[750,1500],"annual":[250,500]},"sourceSentences":{"hourly":"Although specific fees for each service are not listed here, fixed fees shall not exceed $50,000 per quarter and hourly fees will not exceed $300 per hour.","flat":"Financial Goals Analysis Depending upon the complexity of the financial plan, our fee ranges from $750 to $1,500 to prepare the initial plan.","annual":"For ongoing updates of the financial goals analysis, at least one annual meeting, and access to the wealth management website, our fee will range from $250 - $500 a year."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054271","page":"https://plannerfees.com/planners/retirement-collaborative-llc-145733/"},{"crd":311184,"name":"Retirement Consulting Group, Inc.","city":"Lake Oswego","state":"OR","fees":{"flat":[750,1500]},"sourceSentences":{"flat":"We typically charge annual fixed fees for financial planning and consulting services ranging from $750 - $1,500."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017145","page":"https://plannerfees.com/planners/retirement-consulting-group-inc-311184/"},{"crd":286611,"name":"Retirement Income 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of…","flat":"Depending upon the complexity of the situation and the needs of the client, the minimum rate for creating client financial plans is between $225 and $10,000.","hourly":"The hourly fee for advisory services is $225, with partial hour billing in increments of $112.50 per half hour."},"brochureDate":"4/20/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=711581","page":"https://plannerfees.com/planners/retirement-income-and-inheritance-advisors-llc-149560/"},{"crd":330113,"name":"Retirement Income Planning LLC","city":"Madison","state":"WI","fees":{"flat":[750,10000]},"sourceSentences":{"flat":"RIPL charges a fixed fee between $750 and $10,000 dependent upon the complexity of the Client’s specific 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mutually agreed to in advance and detailed in the Financial Planning Agreement.","flat":"We charge either a $350/hour rate or a fixed fee within the range of $1500 3|Page $10,000 which is mutually agreed to in advance and detailed in the Financial Planning Agreement."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012689","page":"https://plannerfees.com/planners/retirement-income-strategies-llc-318052/"},{"crd":154642,"name":"Retirement Lifestyles Advisory Group","city":"Redding","state":"CA","fees":{"hourly":[250,250],"flat":[0,5000]},"sourceSentences":{"flat":"Clients will sign a one-time fee agreement and pay a one-time planning fee of between $0$5,000.","hourly":"The hourly rate is $250 per hour that will be billed in 30 minute increments, and a partial increment will be treated as a whole 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consulting fees are negotiable, but generally range from $250 to $1,200 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004205","page":"https://plannerfees.com/planners/retirement-planners-inc-123441/"},{"crd":289847,"name":"Retirement Planning Services","city":"Knoxville","state":"TN","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Planning fees are negotiated at the discretion of your Advisory Representative and are either fixed or based on a maximum hourly rate of $500 /hour for Advisory Representatives’ time and $100 for clerical services time."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014663","page":"https://plannerfees.com/planners/retirement-planning-services-289847/"},{"crd":132118,"name":"Retirement Planning Solutions, LLC","city":"Nolensville","state":"TN","fees":{"hourly":[185,250]},"sourceSentences":{"hourly":"RPS's hourly fee for Investment Consulting Services varies from $185 to $250 per hour and depends upon the nature and scope of the advice requested by the client, nature, and number of investments in a client's portfolio, amount and nature of research required to complete the project and the scope and number of…"},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016048","page":"https://plannerfees.com/planners/retirement-planning-solutions-llc-132118/"},{"crd":311575,"name":"Retirement Planning Solutions, 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and $3,000."},"brochureDate":"4/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041118","page":"https://plannerfees.com/planners/retirement-wealth-center-inc-288964/"},{"crd":149878,"name":"Retirement Wealth Group, Inc","city":"Redlands","state":"CA","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Clients are billed from $150 to $300 per hour based on the range and complexity of the services provided."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009695","page":"https://plannerfees.com/planners/retirement-wealth-group-inc-149878/"},{"crd":313217,"name":"Retirement Wealth Guidance LLC","city":"Albuquerque","state":"NM","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Based Financial Planning Hourly Fee Project Based Financial Planning engagements are offered at an hourly rate of $300 per hour."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010189","page":"https://plannerfees.com/planners/retirement-wealth-guidance-llc-313217/"},{"crd":147968,"name":"Retirement Wealth Management, LLC","city":"Peachtree Corners","state":"GA","fees":{"hourly":[150,350],"flat":[1500,5000],"annual":[2000,2000]},"sourceSentences":{"flat":"Financial Planning and Consulting Services fees will be charged in one of two ways: 1. as a fixed fee, typically ranging from $1,500 - $5,000, depending on the nature and complexity of each client's circumstances; or 2. on an hourly basis fees typically range between $150-$350 per hour depending on the personnel…","hourly":"Financial Planning and Consulting Services fees will be charged in one of two ways: 1. as a fixed fee, typically ranging from $1,500 - $5,000, depending on the nature and complexity of each client's circumstances; or 2. on an hourly basis fees 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generally calculated based on an hourly rate of $500 per hour multiplied by the estimated number of hours required to service the client’s needs throughout the year.","flat":"Fixed fee rates range from $2,000 to $10,000."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054745","page":"https://plannerfees.com/planners/revel-wealth-partners-342660/"},{"crd":323304,"name":"Reverie Wealth","city":"Rochester","state":"NH","fees":{"hourly":[350,350],"flat":[500,20000],"annual":[1800,40000]},"sourceSentences":{"annual":"We charge a recurring fixed quarterly or monthly fee ranging between $1,800 - $40,000 per year.","flat":"Fixed fee rates range between $500 - $20,000.","hourly":"Our hourly rate is $350."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036704","page":"https://plannerfees.com/planners/reverie-wealth-323304/"},{"crd":110277,"name":"Review Services Inc","city":"Brookfield","state":"WI","fees":{"hourly":[100,300],"flat":[500,500],"quarterly":[1000,1000],"annual":[4000,4000]},"sourceSentences":{"hourly":"RSI may also charge an hourly rate which will vary from $100 to $300 per hour.","quarterly":"There is a minimum fee of $1,000 per quarter or $4,000 annually.","annual":"There is a minimum fee of $1,000 per quarter or $4,000 annually.","flat":"If this Agreement is terminated by either RSI or Client, Client agrees to pay RSI fees due but not yet paid RSI, prorated to date of termination. 6 In addition, there may be an annual financial planning fee of $500 to cover financial planning reviews, tax planning meetings and other financial issues that arise…"},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042738","page":"https://plannerfees.com/planners/review-services-inc-110277/"},{"crd":300496,"name":"Revolution Capital, LLC","city":"Omaha","state":"NE","fees":{"hourly":[150,350],"flat":[300,10000]},"sourceSentences":{"hourly":"The hourly fee for these services is between $150 and $350.","flat":"The negotiated fixed rate for creating client financial plans is between $300 and $10,000."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040498","page":"https://plannerfees.com/planners/revolution-capital-llc-300496/"},{"crd":286643,"name":"Revolve Wealth Partners, LLC","city":"Hackensack","state":"NJ","fees":{"flat":[200,4500]},"sourceSentences":{"flat":"The cost for the use of Vanilla will range from $200 to $4,500 on a fixed fee 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between $50 and $750 per hour.","monthly":"Clients who enroll in the subscription service pay a recurring monthly fee ranging from $50 to $500, depending on the level of access, features, and support selected."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048436","page":"https://plannerfees.com/planners/rhp-wealth-management-304735/"},{"crd":327682,"name":"Rich Dewitt Wealth Management LLC","city":"Chattanooga","state":"TN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040362","page":"https://plannerfees.com/planners/rich-dewitt-wealth-management-llc-327682/"},{"crd":127752,"name":"Richard P. 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Slaughter Associates, Inc.","city":"Austin","state":"TX","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"For hourly consulting, we are compensated for our services at a rate of $225 per hour plus expenses."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056211","page":"https://plannerfees.com/planners/richard-p-slaughter-associates-inc-109080/"},{"crd":306087,"name":"Richards Financial Planning, LLC","city":"Houston","state":"TX","fees":{"hourly":[125,150],"flat":[2000,3000],"quarterly":[250,250],"annual":[1000,1000]},"sourceSentences":{"hourly":"Our paraprofessional hourly rate increased from $125 to $150 per hour to reflect current market rates.","flat":"Retirement income planning is typically a project-based engagement starting at $2,000-$3,000, depending on complexity.","annual":"$100,000 account = $1,000/year ($250/quarter)","quarterly":"$100,000 account = $1,000/year ($250/quarter)"},"brochureDate":"10/27/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=994494","page":"https://plannerfees.com/planners/richards-financial-planning-llc-306087/"},{"crd":130985,"name":"Richardson Capital Management, LLC","city":"Menomonee Falls","state":"WI","fees":{"hourly":[350,350],"flat":[2500,2500]},"sourceSentences":{"flat":"INVESTMENT PORTFOLIO ANALYSIS Registrant’s investment portfolio analysis and advice fees are negotiable, but generally are $2,500 on a fixed fee basis and $350 on an hourly rate basis.","hourly":"INVESTMENT PORTFOLIO ANALYSIS Registrant’s investment portfolio analysis and advice fees are negotiable, but generally are $2,500 on a fixed fee basis and $350 on an hourly rate 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hour."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038083","page":"https://plannerfees.com/planners/richardson-financial-services-130715/"},{"crd":158916,"name":"Richmond Brothers, Inc.","city":"Jackson","state":"MI","fees":{"hourly":[250,300],"flat":[1000,2000]},"sourceSentences":{"hourly":"Our hourly fees are $250 to $300 for financial advisors, and $50 to $75 for administrative time.","flat":"Flat fees generally range from $1,000 to $2,000. 6 The fee(s) for our Financial Planning and Consulting service shall be directly billed to you and due to us within 30 days of your financial plan or consulting being delivered or consultation rendered to you."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033938","page":"https://plannerfees.com/planners/richmond-brothers-inc-158916/"},{"crd":337907,"name":"Ridge and Republic Financial","city":"Dayton","state":"OH","fees":{"hourly":[400,400],"flat":[500,5000],"quarterly":[1500,1500],"annual":[6000,6000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is generally between $500 and $5,000 based on the complexity of client accounts and planning needs.","annual":"The fee for this service is $6,000 per year, billed at $1,500 per quarter in arrears.","quarterly":"The fee for this service is $6,000 per year, billed at $1,500 per quarter in arrears.","hourly":"One-time/ad hoc Hourly Fees The negotiated hourly rate for this service is $400 per hour, billed in 15-minute increments, with a 1-hour minimum per engagement."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056525","page":"https://plannerfees.com/planners/ridge-and-republic-financial-337907/"},{"crd":335661,"name":"Ridge Falls Financial 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LLC","city":"Clear Lake Shores","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING Ridgeback charges an hourly fee of $200 per hour based on complexity and unique Client needs for financial planning."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010927","page":"https://plannerfees.com/planners/ridgeback-financial-llc-336614/"},{"crd":331999,"name":"Ridgeback Wealth Management","city":"Peachtree City","state":"GA","fees":{"hourly":[250,250],"monthly":[250,333],"quarterly":[750,1000]},"sourceSentences":{"monthly":"Fees are paid either monthly or quarterly in arrears, ranging from $250 to $333.34 per month or $750 to $1,000 per quarter.","quarterly":"Fees are paid either monthly or quarterly in arrears, ranging from $250 to $333.34 per month or $750 to $1,000 per quarter.","hourly":"Our hourly rate is $250."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001735","page":"https://plannerfees.com/planners/ridgeback-wealth-management-331999/"},{"crd":334233,"name":"Ridgegate Advisors, LLC","city":"Englewood","state":"CO","fees":{"flat":[1250,1250]},"sourceSentences":{"flat":"Fees for financial planning services begin at $1250 and will be agreed upon in advance in each client’s planning agreement."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025585","page":"https://plannerfees.com/planners/ridgegate-advisors-llc-334233/"},{"crd":284843,"name":"Ridgeline Wealth Advisors, LLC.","city":"Raleigh","state":"NC","fees":{"hourly":[500,500],"flat":[500,10000]},"sourceSentences":{"hourly":"Fee and Fixed Fee Arrangements Additionally, upon request, Ridgeline Wealth Advisors can provide asset management services under an 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arrears."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059807","page":"https://plannerfees.com/planners/ridgeline-wealth-planning-llc-307702/"},{"crd":343808,"name":"Ridgepoint Wealth Partners LLC","city":"Rancho Palos Verdes","state":"CA","fees":{"flat":[25000,25000]},"sourceSentences":{"flat":"Ongoing Financial Planning RWP collects an initial fee, no greater than $25,000."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060183","page":"https://plannerfees.com/planners/ridgepoint-wealth-partners-llc-343808/"},{"crd":342893,"name":"Ridgestone Wealth","city":"Greensboro","state":"NC","fees":{"hourly":[300,300],"flat":[15000,15000]},"sourceSentences":{"hourly":"Hourly fee services are offered based on an hourly fee of $300 per hour.","flat":"Fixed fee services are offered based on a fixed fee to never exceed $15,000 depending on the complexity of the engagement."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056961","page":"https://plannerfees.com/planners/ridgestone-wealth-342893/"},{"crd":121220,"name":"Ridgewood Investments","city":"Springfield","state":"NJ","fees":{"hourly":[450,1000]},"sourceSentences":{"hourly":"Depending on the scope of the work to be performed and the professional performing the advisory services, the hourly rate will range from a low of $450 per hour to a high of $1,000 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038011","page":"https://plannerfees.com/planners/ridgewood-investments-121220/"},{"crd":337811,"name":"Ridley Wealth Management","city":"Round Rock","state":"TX","fees":{"flat":[3000,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $3,000 to $10,000."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001729","page":"https://plannerfees.com/planners/ridley-wealth-management-337811/"},{"crd":326930,"name":"Rigden Capital Strategies","city":"Englewood","state":"CO","fees":{"hourly":[300,300],"flat":[1500,5000],"monthly":[350,350]},"sourceSentences":{"flat":"One-Time financial planning services are offered based on a negotiable fixed fee between $1,500 and $5,000 dependent upon the complexity of the Client’s specific situation.","hourly":"Additional hours are available at $300 per hour.","monthly":"Ongoing financial planning services are available for a monthly fee ofof $350 for Clients who want ongoing services after they purchase a financial plan."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047564","page":"https://plannerfees.com/planners/rigden-capital-strategies-326930/"},{"crd":107233,"name":"Riggs Asset Management Co Inc","city":"Dallas","state":"PA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Riggs may also render investment advice through consultations, reviews, or studies not involving investment management services, for which Riggs shall generally bill the client at the hourly rate of $300.00."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010611","page":"https://plannerfees.com/planners/riggs-asset-management-co-inc-107233/"},{"crd":156420,"name":"Right Brain Money","city":"San Luis Obispo","state":"CA","fees":{"flat":[750,750]},"sourceSentences":{"flat":"Personal financial plans require a flat fee of $750; the amount is generally not negotiable."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023079","page":"https://plannerfees.com/planners/right-brain-money-156420/"},{"crd":282193,"name":"Right Investment Team LLC","city":"Avon","state":"OH","fees":{"flat":[200,1000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $200 and $1,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026735","page":"https://plannerfees.com/planners/right-investment-team-llc-282193/"},{"crd":310268,"name":"Right Path Financial LLC","city":"Spring Lake Park","state":"MN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING - 2- Right Path charges an hourly fee of $200 for financial planning."},"brochureDate":"11/6/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=929827","page":"https://plannerfees.com/planners/right-path-financial-llc-310268/"},{"crd":336466,"name":"Right Path Financial Planning, L.L.C.","city":"Dudley","state":"NC","fees":{"hourly":[250,250],"flat":[2000,5000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning RPFP collects an initial fee, ranging from $2,000 to $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030171","page":"https://plannerfees.com/planners/right-path-financial-planning-l-l-c-336466/"},{"crd":165484,"name":"Rik Saylor Financial, Inc.","city":"Fairfield","state":"OH","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly rate for limited scope engagements is $250."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026449","page":"https://plannerfees.com/planners/rik-saylor-financial-inc-165484/"},{"crd":309783,"name":"Rilex Capital LLC","city":"Manasquan","state":"NJ","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"In very limited situations where Rilex Capital engaged solely for Financial Planning/Consulting, our fees are negotiable, but generally are set at $300 per hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040094","page":"https://plannerfees.com/planners/rilex-capital-llc-309783/"},{"crd":329760,"name":"Rimac","city":"Bayonne","state":"NJ","fees":{"hourly":[200,450],"flat":[2500,15000]},"sourceSentences":{"flat":"Comprehensive Financial Plan Project-Based Financial Planning fixed fees range from $2,500 to $15,000, depending on the scope and complexity of the financial plan, with half the fee paid at the beginning of the engagement and half paid when the initial plan is completed and delivered.","hourly":"Financial Planning engagements are between $200 to $450 per hour."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008637","page":"https://plannerfees.com/planners/rimac-329760/"},{"crd":311583,"name":"Rinaldi Wealth Management, Inc.","city":"Bonita Springs","state":"FL","fees":{"flat":[450,5000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $450-$5000."},"brochureDate":"2/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010872","page":"https://plannerfees.com/planners/rinaldi-wealth-management-inc-311583/"},{"crd":288714,"name":"Ring Mountain Capital, LLC","city":"Tiburon","state":"CA","fees":{"hourly":[1250,1250],"flat":[1500,7500]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $1500 and $7500.","hourly":"The hourly fee for these services is $1250."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047689","page":"https://plannerfees.com/planners/ring-mountain-capital-llc-288714/"},{"crd":317622,"name":"Rinzler Capital LLC","city":"Atlanta","state":"GA","fees":{"hourly":[250,250],"flat":[2500,2500],"monthly":[2500,6500]},"sourceSentences":{"monthly":"Fee type Fee Collected Resident Doctor $2,500 Monthly / Qtrly Attending Doctor / Professional $6,500 Monthly / Qtrly The two fee types are physician centric, the lesser of both fees are aimed toward lower income doctors still in training, called Resident Doctors.","flat":"The rate for creating client financial plans is $2,500.","hourly":"The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement Hourly Fees 4 The hourly fee for these services is $250."},"brochureDate":"4/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=986799","page":"https://plannerfees.com/planners/rinzler-capital-llc-317622/"},{"crd":301786,"name":"Rio Financial Planning","city":"Portland","state":"OR","fees":{"hourly":[75,150]},"sourceSentences":{"hourly":"Financial planning services are offered based on an 7 hourly fee typically ranging from $75 - $150 per hour."},"brochureDate":"1/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001116","page":"https://plannerfees.com/planners/rio-financial-planning-301786/"},{"crd":309760,"name":"Rise Advisors, LLC","city":"Rochester","state":"NY","fees":{"hourly":[200,400],"flat":[750,25000]},"sourceSentences":{"flat":"These fees are largely determined by the scope and complexity of the agreed upon services and range from $750 to $25,000 on a fixed fee basis or $200 to $400 on an hourly basis.","hourly":"These fees are largely determined by the scope and complexity of the agreed upon services and range from $750 to $25,000 on a fixed fee basis or $200 to $400 on an hourly basis."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055049","page":"https://plannerfees.com/planners/rise-advisors-llc-309760/"},{"crd":305637,"name":"Rise Financial Partners","city":"St Petersburg","state":"FL","fees":{"hourly":[400,400],"flat":[1000,15000]},"sourceSentences":{"flat":"The fixed fee can range between $1,000 and $15,000.","hourly":"If the scope of engagement is unclear, or the client wishes to work on an hourly basis, our hourly fee is $400 per 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services."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054808","page":"https://plannerfees.com/planners/rise-investment-management-llc-333576/"},{"crd":336740,"name":"Rise North Capital Investment Advisors","city":"Braintree","state":"MA","fees":{"flat":[1500,3000],"monthly":[250,400]},"sourceSentences":{"flat":"Full Financial Plans are offered based on a flat fee between $1,500-$3,000 based on complexity and unique Client needs.","monthly":"Tier Monthly Fee I. $250/month II. $400/month Services Included"},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049506","page":"https://plannerfees.com/planners/rise-north-capital-investment-advisors-336740/"},{"crd":309356,"name":"Rise Private Wealth Advisors","city":"Tucson","state":"AZ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees for Consulting Services RISE charges an hourly fee billed at $200 per hour for consulting services to include portfolio consulting, financial planning, or other individual project-based work."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011152","page":"https://plannerfees.com/planners/rise-private-wealth-advisors-309356/"},{"crd":299026,"name":"Rise Retirement, LLC","city":"Lee's Summit","state":"MO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND CONSULTING RISE charges an hourly fee of $250 for financial planning and consulting."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051012","page":"https://plannerfees.com/planners/rise-retirement-llc-299026/"},{"crd":342439,"name":"Rise Up Planning, LLC","city":"Edwards","state":"CO","fees":{"hourly":[250,250],"monthly":[100,100],"quarterly":[400,400],"annual":[1200,1200]},"sourceSentences":{"hourly":"- 5- HOURLY FEES Financial Planning Services are offered based on an hourly fee of $250 per hour.","annual":"The fixed annual fee is $1,200 and is paid monthly at $100 per month or quarterly at $400 per quarter in advance or arrears which will be specified on the client agreement and to begin at least six months after delivery of the initial Full Financial Plan.","monthly":"The fixed annual fee is $1,200 and is paid monthly at $100 per month or quarterly at $400 per quarter in advance or arrears which will be specified on the client agreement and to begin at least six months after delivery of the initial Full Financial Plan.","quarterly":"The fixed annual fee is $1,200 and is paid monthly at $100 per month or quarterly at $400 per quarter in advance or arrears which will be specified on the client agreement and to begin at least six months after delivery of the initial Full Financial Plan."},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052551","page":"https://plannerfees.com/planners/rise-up-planning-llc-342439/"},{"crd":337648,"name":"Risen Phoenix Capital Advisers, LLC","city":"Malden","state":"MA","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"Additionally, we offer financial consulting on specific topics, with hourly rates ranging from $100 to $300 depending on the subject's complexity and scope."},"brochureDate":"10/23/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=994258","page":"https://plannerfees.com/planners/risen-phoenix-capital-advisers-llc-337648/"},{"crd":123233,"name":"Rising Capital Inc.","city":"Mill Valley","state":"CA","fees":{"hourly":[1000,1000],"flat":[12500,75000]},"sourceSentences":{"hourly":"Hourly engagements are charged $1000 per hour.","flat":"Fixed engagement fees range from $12,500 to $75,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=836064","page":"https://plannerfees.com/planners/rising-capital-inc-123233/"},{"crd":342509,"name":"Rising Femme Wealth","city":"Crested Butte","state":"CO","fees":{"hourly":[400,400],"flat":[0,8000],"quarterly":[1250,1250]},"sourceSentences":{"flat":"Initial Financial Planning Initial Financial Planning consists of a flat fee, generally between $0 to $8,000.","quarterly":"Ongoing Financial Planning Ongoing Financial Planning is offered for a quarterly fee paid in advance starting at a rate of $1,250.00 (and increasing based on the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant).","hourly":"Our hourly rate is $400."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053320","page":"https://plannerfees.com/planners/rising-femme-wealth-342509/"},{"crd":322105,"name":"Rising Financial","city":"Robbinsdale","state":"MN","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"For any work that goes above and beyond the scope of work outlined in Item 4, additional time will be billed at $350 per hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006174","page":"https://plannerfees.com/planners/rising-financial-322105/"},{"crd":319630,"name":"Rising Tide Wealth Advisory Solutions LLC","city":"St. Louis","state":"MO","fees":{"hourly":[500,500],"flat":[100,3000],"monthly":[50,50],"quarterly":[100,3000]},"sourceSentences":{"flat":"Financial Planning ● Ongoing Comprehensive Financial Planning - Ongoing Financial Planning consists of an upfront charge of a minimum of $100-$3,000 and an ongoing fee that is paid quarterly, in advance, at the rate of a minimum of $100-$3,000 per quarter depending on complexity and needs of the client.","quarterly":"Financial Planning ● Ongoing Comprehensive Financial Planning - Ongoing Financial Planning consists of an upfront charge of a minimum of $100-$3,000 and an ongoing fee that is paid quarterly, in advance, at the rate of a minimum of $100-$3,000 per quarter depending on complexity and needs of the client.","hourly":"In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $500 per hour.","monthly":"Typically for an individual investor (“Subscriber”), the fee begins at $50/month which consists of a weekly market 10 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$60,000.","hourly":"Our hourly rate ranges between $500 to $750 per hour, depending on the complexity, and these services will be billed in 15minute increments."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038112","page":"https://plannerfees.com/planners/rising-tides-financial-llc-283308/"},{"crd":306161,"name":"Riskin Wealth Management, LLC","city":"Newtown","state":"CT","fees":{"hourly":[300,500],"flat":[500,500],"quarterly":[750,7500]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at a two-hour minimum at an hourly rate of $300-$500 per hour based on complexity and needs of the Client.","flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid quarterly, in arrears, at the rate of $750-$7,500 per quarter, based on complexity and needs of the Client.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid quarterly, in arrears, at the rate of $750-$7,500 per quarter, based on complexity and needs of the Client."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018119","page":"https://plannerfees.com/planners/riskin-wealth-management-llc-306161/"},{"crd":107474,"name":"Ritter Wealth Counsel","city":"San Rafael","state":"CA","fees":{"hourly":[200,700]},"sourceSentences":{"hourly":"Hourly rates can range from $200 to $700 per hour depending on the nature and complexity of the circumstances and the services authorized and performed."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024064","page":"https://plannerfees.com/planners/ritter-wealth-counsel-107474/"},{"crd":314312,"name":"River City Wealth Management","city":"Jacksonville","state":"FL","fees":{"hourly":[250,500],"flat":[500,10000]},"sourceSentences":{"hourly":"River City Wealth Management charges an hourly fee that ranges from $250 to $500 per hour for financial planning services.","flat":"Financial planning services generally range from $500 to $10,000, depending on the complexity, level, and scope of the services."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009658","page":"https://plannerfees.com/planners/river-city-wealth-management-314312/"},{"crd":334629,"name":"River Crescent Advisors, LLC","city":"Suffolk","state":"VA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"RCA also offers standalone financial planning services at an hourly rate of $300 or fixed engagement fee ranging up to $2,000."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005114","page":"https://plannerfees.com/planners/river-crescent-advisors-llc-334629/"},{"crd":342580,"name":"River Rose Financial LLC","city":"Snowmass Village","state":"CO","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Service Rate Hourly Consulting (Standard) $350 per hour Speaking Engagements Complimentary Hourly engagements require a signed engagement letter prior to commencement of services."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050568","page":"https://plannerfees.com/planners/river-rose-financial-llc-342580/"},{"crd":173767,"name":"River Wealth Advisors LLC","city":"Camp Hill","state":"PA","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"These fees are negotiable but generally range from $150 to $300 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048369","page":"https://plannerfees.com/planners/river-wealth-advisors-llc-173767/"},{"crd":167187,"name":"Riverbend Planning Group LLC","city":"Chicago","state":"IL","fees":{"hourly":[350,500],"annual":[3000,5000]},"sourceSentences":{"hourly":"Should a client continue with the consultation process, the client will be charged an hourly fee ranging from $350 to $500 based on the number of planning sessions or meetings necessary, the complexity of the services 3","annual":"Should the client choose to be billed on a fixed rate, Riverbend Planning Group will generally charge between $3000-$5000 annually for these services, depending upon the depth and complexity the client requires."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024561","page":"https://plannerfees.com/planners/riverbend-planning-group-llc-167187/"},{"crd":156950,"name":"Riverchase Wealth Management, LLC","city":"Flower Mound","state":"TX","fees":{"flat":[500,15000]},"sourceSentences":{"flat":"9 Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $15,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033453","page":"https://plannerfees.com/planners/riverchase-wealth-management-llc-156950/"},{"crd":149725,"name":"Riverflow Wealth Management, LLC","city":"Newbury Park","state":"CA","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"hourly":"Our hourly fees are $300.","flat":"Flat fees generally range from $500 to $10,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=982980","page":"https://plannerfees.com/planners/riverflow-wealth-management-llc-149725/"},{"crd":328424,"name":"Riverland Wealth Management","city":"Maumelle","state":"AR","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Our hourly rate is $125."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057485","page":"https://plannerfees.com/planners/riverland-wealth-management-328424/"},{"crd":168346,"name":"Riverpoint Wealth Management","city":"Chicago","state":"IL","fees":{"flat":[2000,50000],"annual":[5000,5000]},"sourceSentences":{"flat":"Financial planning and consulting arrangements typically range from $2,000 to $50,000, depending on the nature and complexity of each client’s circumstances.","annual":"The fee will not exceed $5,000 annually."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028455","page":"https://plannerfees.com/planners/riverpoint-wealth-management-168346/"},{"crd":329595,"name":"Rivertree Wealth","city":"Little Rock","state":"AR","fees":{"hourly":[250,250],"flat":[2500,12000],"annual":[12000,12000]},"sourceSentences":{"hourly":"A.​ We are compensated for our investment management services primarily by fees charged based on a client’s assets under management with us.​ ​ For clients that do not wish to engage us to provide ongoing investment management services, we alternatively offer financial planning services on an hourly basis at $250…","flat":"A.​ We are compensated for our investment management services primarily by fees charged based on a client’s assets under management with us.​ ​ For clients that do not wish to engage us to provide ongoing investment management services, we alternatively offer financial planning services on an hourly basis at $250…","annual":"C.​ The asset-based fee schedule above could be subject to a minimum annual fee of $12,000 per year, payable in quarterly increments of $3,000.."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058194","page":"https://plannerfees.com/planners/rivertree-wealth-329595/"},{"crd":140377,"name":"Riverview Capital Advisers LLC","city":"Boston","state":"MA","fees":{"hourly":[150,500]},"sourceSentences":{"hourly":"The fees for Business Advisory and Consulting Services are based on either a fixed fee, which is negotiated with the client for Fee for Service, or charged as an hourly fee which may range from $150 to $500 per hour unless otherwise agreed in writing by RCA and client."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039977","page":"https://plannerfees.com/planners/riverview-capital-advisers-llc-140377/"},{"crd":283540,"name":"Riverwater Partners LLC","city":"Milwaukee","state":"WI","fees":{"flat":[3000,5000]},"sourceSentences":{"flat":"Financial planning services are not included in the Model Portfolio Service fee and are available, if requested by the client, under a separate Financial Planning Agreement at a flat project fee ranging from $3,000 to $5,000 per plan, depending upon the nature and scope of the engagement."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048592","page":"https://plannerfees.com/planners/riverwater-partners-llc-283540/"},{"crd":125676,"name":"RJ Pace 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services."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045967","page":"https://plannerfees.com/planners/rj-patterson-group-281752/"},{"crd":114799,"name":"RJG Financial","city":"Dallas","state":"TX","fees":{"hourly":[225,300]},"sourceSentences":{"hourly":"RJG Financial’s hourly fee is based on complexity and ranges from $225-$300 for our professional staff and $75-$125 for administrative staff support."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014452","page":"https://plannerfees.com/planners/rjg-financial-114799/"},{"crd":122693,"name":"RKL Private Wealth","city":"Lancaster","state":"PA","fees":{"hourly":[250,500],"flat":[10000,25000],"quarterly":[5000,5000],"annual":[20000,20000]},"sourceSentences":{"annual":"Minimum annual fee: $20,000.","quarterly":"This minimum annual fee is applied on a quarterly basis for a minimum quarterly fee of $5,000.","flat":"Fees for Financial Planning Financial planning fees will be charged as a fixed fee, typically ranging from $10,000 to $25,000, or on an hourly basis, ranging from $250 to $500 per hour, depending on the complexity of each client’s circumstances.","hourly":"Fees for Financial Planning Financial planning fees will be charged as a fixed fee, typically ranging from $10,000 to $25,000, or on an hourly basis, ranging from $250 to $500 per hour, depending on the complexity of each client’s circumstances."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029023","page":"https://plannerfees.com/planners/rkl-private-wealth-122693/"},{"crd":171032,"name":"RL Wright & Associates, LLC","city":"Savannah","state":"GA","fees":{"flat":[250,10000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $250 and $10,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013899","page":"https://plannerfees.com/planners/rl-wright-associates-llc-171032/"},{"crd":151778,"name":"RLB Financial","city":"Springfield","state":"MO","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"Services are offered based on a flat fee with a maximum fee of $3,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015239","page":"https://plannerfees.com/planners/rlb-financial-151778/"},{"crd":329060,"name":"RLN Wealth","city":"Plymouth","state":"MN","fees":{"hourly":[500,500],"flat":[6500,30000]},"sourceSentences":{"flat":"Fixed fee rates range between $6,500 to $30,000.","hourly":"Our hourly rate is $500."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000844","page":"https://plannerfees.com/planners/rln-wealth-329060/"},{"crd":125914,"name":"RLS Financial Group, Inc.","city":"Newtown","state":"CT","fees":{"hourly":[300,300],"annual":[900,900]},"sourceSentences":{"hourly":"Client Consulting and Advising, Analysis & Portfolio Design services are billed at $300 per hour plus expenses with $900 payable in advance.","annual":"RLS hourly fee is $300 per hour, with a retainer of $900, payable in advance."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023088","page":"https://plannerfees.com/planners/rls-financial-group-inc-125914/"},{"crd":305158,"name":"RLS Financial Services","city":"Bloomsbury","state":"NJ","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"The hourly fee for these services is between $100 and $250."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058869","page":"https://plannerfees.com/planners/rls-financial-services-305158/"},{"crd":312496,"name":"RLS Private Wealth Consulting, Inc.","city":"Hollister","state":"CA","fees":{"monthly":[2500,2500]},"sourceSentences":{"monthly":"Our Core offering fees are billed monthly in arrears, with a minimum monthly fee of $2,500."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049682","page":"https://plannerfees.com/planners/rls-private-wealth-consulting-inc-312496/"},{"crd":300082,"name":"RM Private Wealth Management","city":"Miami","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $500 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016843","page":"https://plannerfees.com/planners/rm-private-wealth-management-300082/"},{"crd":122366,"name":"RMG Advisors","city":"Rockville","state":"MD","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Lapin charges $500 per hour."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030296","page":"https://plannerfees.com/planners/rmg-advisors-122366/"},{"crd":155124,"name":"RMG Advisory Services","city":"Jackson","state":"MI","fees":{"hourly":[270,270]},"sourceSentences":{"hourly":"$270/hour for individuals and trusts"},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042500","page":"https://plannerfees.com/planners/rmg-advisory-services-155124/"},{"crd":158583,"name":"RMH Advisors, LLC","city":"Murrieta","state":"CA","fees":{"hourly":[300,300],"flat":[300,300]},"sourceSentences":{"flat":"Our hourly fee for financial planning and consulting services is $300.","hourly":"For purposes of calculating refunds, if any, all work performed by RMH Advisors, LLC, including staff and research, up to the point of termination, shall be calculated at the hourly fee of $300 or the hourly fee currently in effect, whichever is lesser."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036892","page":"https://plannerfees.com/planners/rmh-advisors-llc-158583/"},{"crd":136411,"name":"RMH Capital Advisors, LLC","city":"Houston","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Method “C” The firm may charge an hourly fee of $150."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026286","page":"https://plannerfees.com/planners/rmh-capital-advisors-llc-136411/"},{"crd":168026,"name":"RMP Financial, Inc.","city":"Weston","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"RMP Financial, Inc. offers financial planning or consulting services on an hourly basis at a rate of $250/ hour."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=808788","page":"https://plannerfees.com/planners/rmp-financial-inc-168026/"},{"crd":169005,"name":"RMR Wealth Builders, Inc.","city":"Montclair","state":"NJ","fees":{"monthly":[150,150],"annual":[1500,1500]},"sourceSentences":{"annual":"We also offer ongoing planning services for $1,500 annually or $150/month.","monthly":"We also offer ongoing planning services for $1,500 annually or $150/month."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041563","page":"https://plannerfees.com/planners/rmr-wealth-builders-inc-169005/"},{"crd":297486,"name":"RNS Wealth Management, LLC","city":"Houston","state":"TX","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 or a negotiable flat fee up to $5,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028278","page":"https://plannerfees.com/planners/rns-wealth-management-llc-297486/"},{"crd":134128,"name":"Roach Investment Services","city":"San Mateo","state":"CA","fees":{"hourly":[250,250],"flat":[2000,3000]},"sourceSentences":{"flat":"Our typical flat fee for developing a 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City","state":"TN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"(i.e if they’re on track for retirement goals, cash flow planning or balancing saving for retirement/college for children.) We charge $200 per hour for this type of engagement."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054250","page":"https://plannerfees.com/planners/roan-capital-partners-293119/"},{"crd":338200,"name":"Roath Capital Advisory","city":"Delray Beach","state":"FL","fees":{"hourly":[250,250],"quarterly":[1250,1250]},"sourceSentences":{"quarterly":"Available to natural persons with assets under the firm's management of less than $250,000. ● Tier Three — $5,000 for a one-year term, billed quarterly in advance at $1,250 per quarter.","hourly":"Existing clients may purchase additional review meetings or consulting hours at $250 per hour."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057435","page":"https://plannerfees.com/planners/roath-capital-advisory-338200/"},{"crd":286581,"name":"Robbins Farley LLC","city":"Bedford","state":"NH","fees":{"hourly":[200,500],"flat":[2000,10000]},"sourceSentences":{"hourly":"The hourly rate ranges from $200 to $500 per hour.","flat":"Fixed fees range from $2,000 to $10,000 per plan."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023071","page":"https://plannerfees.com/planners/robbins-farley-llc-286581/"},{"crd":106088,"name":"Robbins Wealth Management","city":"Erie","state":"PA","fees":{"annual":[3000,3000]},"sourceSentences":{"annual":"This equates to an annual fee of $3,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021183","page":"https://plannerfees.com/planners/robbins-wealth-management-106088/"},{"crd":289375,"name":"Robert A. Sandler, LLC","city":"Clarksville","state":"MD","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Financial planning services are billed at the rate of $150 to $300 per hour, or a flat fee agreed upon and set forth in the Financial Planning Agreement."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007851","page":"https://plannerfees.com/planners/robert-a-sandler-llc-289375/"},{"crd":127800,"name":"Robert Horowitz Wealth Management","city":"Larkspur","state":"CA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"In such cases RHWM does not manage client assets and charges an hourly fee of $350."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009934","page":"https://plannerfees.com/planners/robert-horowitz-wealth-management-127800/"},{"crd":284535,"name":"Robert Hunt Financial, LLC","city":"Dallas","state":"TX","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"This level service offering allows a pay as you go arrangement for an hourly rate of $ 450."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002242","page":"https://plannerfees.com/planners/robert-hunt-financial-llc-284535/"},{"crd":146186,"name":"Robert L. Weisman, LLC","city":"Chicago","state":"IL","fees":{"hourly":[200,200],"annual":[1000,1000]},"sourceSentences":{"hourly":"If additional hours are required, the charge will be $200/hour.","annual":"The minimum annual fee is $1,000 which translates to a minimum portfolio of $100,000 and the equivalent of 5 hours of time."},"brochureDate":"9/21/2011","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=103186","page":"https://plannerfees.com/planners/robert-l-weisman-llc-146186/"},{"crd":108072,"name":"Robert Priske, LLC","city":"Honolulu","state":"HI","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"For others, the rate is $400 per hour."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015553","page":"https://plannerfees.com/planners/robert-priske-llc-108072/"},{"crd":128852,"name":"Robert William Shoemaker,iii","city":"Gettysburg","state":"PA","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $200 to $300 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018780","page":"https://plannerfees.com/planners/robert-william-shoemaker-iii-128852/"},{"crd":117263,"name":"Roberta Lee-Driscoll","city":"Honolulu","state":"HI","fees":{"hourly":[350,750]},"sourceSentences":{"hourly":"Roberta Lee-Driscoll’s hourly fees start at $350 per hour and may go as high as $750 per hour."},"brochureDate":"6/22/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=785754","page":"https://plannerfees.com/planners/roberta-lee-driscoll-117263/"},{"crd":308827,"name":"Roberts Wealth Advisors, LLC","city":"Menlo Park","state":"CA","fees":{"hourly":[450,450],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $450.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020507","page":"https://plannerfees.com/planners/roberts-wealth-advisors-llc-308827/"},{"crd":338696,"name":"Robin Lee Wealth Management","city":"Irvine","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our fees are disclosed in the client agreement and may be one or more of the following: ● Assets Under Management (AUM) Fee: [1.00% annually], calculated on the account’s periodend value and billed quarterly in arrears. ● Flat-Fee Financial Plan: [$750 – $2,500] depending on complexity; 50% at engagement, balance…"},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047935","page":"https://plannerfees.com/planners/robin-lee-wealth-management-338696/"},{"crd":336312,"name":"Robinson Nelson","city":"Chesterfield","state":"VA","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"Robinson Nelson charges a negotiable fixed fee between $500 and $2,500 based on complexity and unique Client needs."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047078","page":"https://plannerfees.com/planners/robinson-nelson-336312/"},{"crd":123098,"name":"Robinson Smith Wealth Advisors, LLC","city":"South Portland","state":"ME","fees":{"annual":[7500,7500]},"sourceSentences":{"annual":"RSWA maintains a minimum annual fee of $7,500."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055069","page":"https://plannerfees.com/planners/robinson-smith-wealth-advisors-llc-123098/"},{"crd":133604,"name":"Roche Financial Partners LLC","city":"Hopewell","state":"NJ","fees":{"monthly":[95,1000]},"sourceSentences":{"monthly":"Financial Advocate Fixed Annual Fee Typical fixed fees range from $95 to $1,000 per month."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001870","page":"https://plannerfees.com/planners/roche-financial-partners-llc-133604/"},{"crd":306782,"name":"Rochester Investments","city":"Rochester","state":"NY","fees":{"hourly":[250,250],"flat":[2500,4500]},"sourceSentences":{"hourly":"Rochester Investments charges an hourly financial planning fees of $250 per hour.","flat":"$2,500 for Silver Financial Plan $3,500 for Gold Financial Plan $4,500 for Platinum Financial Plan For the portion of the clients' portfolio invested in registered investment companies, the client generally pays two sets of fees."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018719","page":"https://plannerfees.com/planners/rochester-investments-306782/"},{"crd":336666,"name":"Rock Creek Wealth Management","city":"Hillsboro","state":"OR","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Clients who engage us for stand-alone Financial Planning and Consulting Services are charged an hourly fee of $300 per hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021052","page":"https://plannerfees.com/planners/rock-creek-wealth-management-336666/"},{"crd":304615,"name":"Rock Financial Planning","city":"Arvada","state":"CO","fees":{"hourly":[325,325],"flat":[1000,14000],"monthly":[150,1500]},"sourceSentences":{"flat":"The fixed fee can range between $1,000 and $14,000 depending on complexity and scope of the engagement.","hourly":"Hourly financial planning engagements may be offered at an hourly rate of $325.00 per hour.","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge up to $3,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $150-$1,500 per month depending on complexity and needs of the client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039474","page":"https://plannerfees.com/planners/rock-financial-planning-304615/"},{"crd":341677,"name":"Rock Financial Planning, LLC","city":"Wilmington","state":"NC","fees":{"hourly":[200,200],"annual":[5000,5000]},"sourceSentences":{"annual":"The Firm also maintains a minimum annual fee of $5,000 for ongoing engagements.","hourly":"The Firm offers hourly advisory services for limited-scope engagements at a rate of $200 per hour, with a minimum engagement of five hours."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040383","page":"https://plannerfees.com/planners/rock-financial-planning-llc-341677/"},{"crd":167431,"name":"Rock One Advisors, LLC","city":"Milton","state":"GA","fees":{"flat":[1500,50000]},"sourceSentences":{"flat":"Flat fees generally range from $1,500 to $50,000."},"brochureDate":"7/28/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=789596","page":"https://plannerfees.com/planners/rock-one-advisors-llc-167431/"},{"crd":313914,"name":"Rock Ridge Wealth LLC","city":"Sackets Harbor","state":"NY","fees":{"flat":[100,24000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $100 and $24,000."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052077","page":"https://plannerfees.com/planners/rock-ridge-wealth-llc-313914/"},{"crd":115754,"name":"Rockbridge Investment Management, LLC","city":"Syracuse","state":"NY","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Project fees typically range from $2,500 to $10,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029808","page":"https://plannerfees.com/planners/rockbridge-investment-management-llc-115754/"},{"crd":168708,"name":"Rockcliff Capital, LLC","city":"Pittsburgh","state":"PA","fees":{"hourly":[500,500],"flat":[5000,50000]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING SERVICES Financial Planning Services are available to clients on a hourly fee of $500 per hour or a flat fee ranging from $5,000 - $50,000.","flat":"FINANCIAL PLANNING and CONSULTING SERVICES Financial Planning Services are available to clients on a hourly fee of $500 per hour or a flat fee ranging from $5,000 - $50,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023644","page":"https://plannerfees.com/planners/rockcliff-capital-llc-168708/"},{"crd":282360,"name":"Rockcrest Financial LLC","city":"Somers Point","state":"NJ","fees":{"monthly":[1250,3000],"annual":[15000,36000]},"sourceSentences":{"annual":"Fee ranges from $15,000 to $36,000 annually ($1,250 to $3,000 monthly) based on scope and complexity and will be agreed upon between client and advisor prior to engagement.","monthly":"Fee ranges from $15,000 to $36,000 annually ($1,250 to $3,000 monthly) based on scope and complexity and will be agreed upon between client and advisor prior to engagement."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045013","page":"https://plannerfees.com/planners/rockcrest-financial-llc-282360/"},{"crd":312048,"name":"Rockford Financial Planning","city":"Wilmington","state":"DE","fees":{"hourly":[250,250],"quarterly":[187,2000]},"sourceSentences":{"quarterly":"The minimum quarterly fee is $187.50, and the maximum quarterly fee is $2,000.","hourly":"We also provide financial planning through an hourly fee structure at $250/hour."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055767","page":"https://plannerfees.com/planners/rockford-financial-planning-312048/"},{"crd":288789,"name":"Rockhill Advisors LLC","city":"Victor","state":"ID","fees":{"hourly":[400,750]},"sourceSentences":{"hourly":"Hourly fees range from $400 to $750 per hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011753","page":"https://plannerfees.com/planners/rockhill-advisors-llc-288789/"},{"crd":324004,"name":"Rockline Wealth Management LLC","city":"Islip Terrace","state":"NY","fees":{"flat":[50000,50000]},"sourceSentences":{"flat":"Flat fees will not exceed $50,000."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010514","page":"https://plannerfees.com/planners/rockline-wealth-management-llc-324004/"},{"crd":297122,"name":"Rockport Wealth Advisors","city":"Fairview Park","state":"OH","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"The Advisor’s negotiable hourly fee ranges between $200 - $400."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046627","page":"https://plannerfees.com/planners/rockport-wealth-advisors-297122/"},{"crd":310735,"name":"Rockwall Wealth Advisors","city":"Rockwall","state":"TX","fees":{"hourly":[250,250],"flat":[500,4000],"monthly":[100,1000],"quarterly":[300,3000],"annual":[500,500]},"sourceSentences":{"annual":"Our minimum annual fee for this service is $500.","flat":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning includes an upfront charge of $500-$4,000 and an ongoing fee that is paid in arrears, either monthly or quarterly.","monthly":"For clients paying monthly, the fee is $100-$1,000 per month.","quarterly":"For clients paying quarterly, the fee is $300-$3,000 per quarter.","hourly":"The upfront charge and ongoing fees will be waived. 8 Hourly Financial Planning Hourly Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013493","page":"https://plannerfees.com/planners/rockwall-wealth-advisors-310735/"},{"crd":315419,"name":"Rockway Wealth Partners","city":"Urbandale","state":"IA","fees":{"flat":[20000,20000]},"sourceSentences":{"flat":"Rate Fee - The maximum fixed rate fee is $20,000. o One-time fee; or o Annual fee payable in arrears at the end of each quarter or semi-annual period."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035268","page":"https://plannerfees.com/planners/rockway-wealth-partners-315419/"},{"crd":137481,"name":"Rockwood Wealth Management, LLC","city":"New Hope","state":"PA","fees":{"annual":[12000,12000]},"sourceSentences":{"annual":"Minimum Fees RWM generally imposes a minimum annual fee of $12,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021522","page":"https://plannerfees.com/planners/rockwood-wealth-management-llc-137481/"},{"crd":109258,"name":"Roehl & Yi Investment Advisors, LLC","city":"Eugene","state":"OR","fees":{"flat":[25000,25000]},"sourceSentences":{"flat":"The specific terms and fee structure are negotiated in advance and set forth in the Agreement with Roehl & Yi and fees are largely determined by the scope and complexity of the agreed upon services, up to $295 on an hourly basis, $25,000 on a fixed fee basis."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022939","page":"https://plannerfees.com/planners/roehl-yi-investment-advisors-llc-109258/"},{"crd":133477,"name":"Roger R. Bell & Co., Inc.","city":"Pulaski","state":"VA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"In limited circumstances, the retainer fees could exceed $10,000 if such fees are warranted based on your financial situation and the services to be provided."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013929","page":"https://plannerfees.com/planners/roger-r-bell-co-inc-133477/"},{"crd":175500,"name":"Rogers Capital Advisors, LLC","city":"Horseshoe Bay","state":"TX","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"We will charge an hourly fee of $325 or a fixed project cost, which may be negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029494","page":"https://plannerfees.com/planners/rogers-capital-advisors-llc-175500/"},{"crd":169931,"name":"Rogers Consulting Associates, Inc.","city":"St. Louis","state":"MO","fees":{"hourly":[250,300]},"sourceSentences":{"hourly":"An hourly fee in the range of $250 to $300 per hour (depending on the complexity of the client’s situation) is charged by Rogers Consulting Associates for financial planning services provided under this arrangement."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001205","page":"https://plannerfees.com/planners/rogers-consulting-associates-inc-169931/"},{"crd":130223,"name":"Rogers Financial Advisory Group, LLC","city":"Greenville","state":"SC","fees":{"hourly":[150,250],"flat":[1000,2500]},"sourceSentences":{"flat":"The fee for financial planning service shall either be based upon a flat fee ranging from $1,000 to $2,500 or in the alternative shall be based upon an hourly fee ranging from $150 per hour to $250 per hour.","hourly":"The fee for financial planning service shall either be based upon a flat fee ranging from $1,000 to $2,500 or in the alternative shall be based upon an hourly fee ranging from $150 per hour to $250 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016883","page":"https://plannerfees.com/planners/rogers-financial-advisory-group-llc-130223/"},{"crd":132722,"name":"Rogers Investment Advisors, LLC","city":"Santa Clara","state":"CA","fees":{"hourly":[400,400],"flat":[5000,15000]},"sourceSentences":{"flat":"(b) fixed fees for financial planning services, usually ranging from $5,000 to $15,000, depending on the complexity of the client’s circumstances, (c) an hourly fee of $400 per hour for financial planning services;","hourly":"(b) fixed fees for financial planning services, usually ranging from $5,000 to $15,000, depending on the complexity of the client’s circumstances, (c) an hourly fee of $400 per hour for financial planning services;"},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030149","page":"https://plannerfees.com/planners/rogers-investment-advisors-llc-132722/"},{"crd":338260,"name":"Rohde Wealth Management","city":"Broadway","state":"VA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee for these services is $150."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049247","page":"https://plannerfees.com/planners/rohde-wealth-management-338260/"},{"crd":332018,"name":"Rohr Financial Advisors, LLC","city":"Arroyo Grande","state":"CA","fees":{"hourly":[360,360],"flat":[3000,10000]},"sourceSentences":{"flat":"For our Financial Planning Services, Rohr charges an hourly fee or fixed fee that generally ranges from $3,000 - $10,000 depending on the complexity and scope of the Financial Planning Services requested by the client as further memorialized in the client’s agreement.","hourly":"We offer financial planning services on an hourly basis at the current rate of $360 per hour."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=973553","page":"https://plannerfees.com/planners/rohr-financial-advisors-llc-332018/"},{"crd":329424,"name":"Roi Capital Management","city":"St. George","state":"UT","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly fee for these services is $200."},"brochureDate":"11/4/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=929669","page":"https://plannerfees.com/planners/roi-capital-management-329424/"},{"crd":160100,"name":"Roi Financial","city":"Beaverton","state":"OR","fees":{"hourly":[250,250],"flat":[600,4800]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $600 and $4,800.","hourly":"The fee refunded will be the balance of the fees collected in advance minus the hourly rate of $250 per hour times the number of hours of work that has been completed up to and including the day of termination."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032737","page":"https://plannerfees.com/planners/roi-financial-160100/"},{"crd":147038,"name":"Ronald A. Bartlett & Associates, LTD","city":"Flushing","state":"NY","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"We charge a fixed fee of $1,000 for investment and financial consulting services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035984","page":"https://plannerfees.com/planners/ronald-a-bartlett-associates-ltd-147038/"},{"crd":153622,"name":"Ronald R Geiger LLC","city":"Wilmington","state":"NC","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Fees for financial plans are charged as fixed fees that are typically $1,000 and do not exceed $5,000."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007766","page":"https://plannerfees.com/planners/ronald-r-geiger-llc-153622/"},{"crd":335543,"name":"Rook Financial LLC","city":"Oak Park","state":"IL","fees":{"hourly":[450,450],"flat":[1500,1500],"annual":[27500,27500]},"sourceSentences":{"flat":"Ongoing Financial Planning Services The fee for our Ongoing Financial Planning Services is a fixed fee consisting of an upfront charge of $1,500 and an ongoing fee of $1,250, paid quarterly in arrears.","hourly":"Project-Based Financial Planning Services Project-Based Financial Planning Services are offered at a rate of $450 per hour, billed in 15-minute increments.","annual":"Total annual fee: $27,500 Fees are paid quarterly in arrears based on the average daily balance of the accounts."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015242","page":"https://plannerfees.com/planners/rook-financial-llc-335543/"},{"crd":316013,"name":"Rooks Wealth Advisors, LLC","city":"Chattanooga","state":"TN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Standalone financial planning services are charged either at an hourly rate of $250 per hour or for a flat fee, depending on the nature, complexity, and anticipated scope of the engagement."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058035","page":"https://plannerfees.com/planners/rooks-wealth-advisors-llc-316013/"},{"crd":338991,"name":"Rooney Wealth Management","city":"Sacramento","state":"CA","fees":{"flat":[2000,2000],"monthly":[250,250]},"sourceSentences":{"flat":"We charge a fixed fee of $2,000 for the Comprehensive Financial Plan, paid upon signing the Advisory Contract.","monthly":"Following delivery of the plan, Ongoing Financial Planning is billed at a recurring fixed fee of $250 per month, paid monthly in advance."},"brochureDate":"9/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059184","page":"https://plannerfees.com/planners/rooney-wealth-management-338991/"},{"crd":342585,"name":"Root & Web Community Financial LLC","city":"Commerce City","state":"CO","fees":{"hourly":[250,650],"flat":[1500,7000],"annual":[2500,8000]},"sourceSentences":{"annual":"Comprehensive financial planning fees for clients who do not engage our advisory services range from $2,500 to $8,000 per year, depending on the complexity of work and other factors.","flat":"One-time financial planning fees range from $1,500 - $7,000 per plan.","hourly":"Limited-scope financial planning rates range from $250-$650 per hour."},"brochureDate":"6/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048762","page":"https://plannerfees.com/planners/root-web-community-financial-llc-342585/"},{"crd":290289,"name":"Root Financial Partners","city":"Austin","state":"TX","fees":{"hourly":[250,750],"flat":[2000,65000]},"sourceSentences":{"flat":"Fixed fees generally range between $2,000 and $65,000, though fees outside of this range may apply in certain complex situations.","hourly":"If the client terminates the agreement more than five (5) business days after signing, Root will retain up to 50% of the fixed fee to the extent services have been rendered, and any unearned portion will be refunded Financial Planning (Hourly Fee) Financial planning services are offered at an hourly rate ranging…"},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056408","page":"https://plannerfees.com/planners/root-financial-partners-290289/"},{"crd":284120,"name":"Rooted Planning Group","city":"Corning","state":"NY","fees":{"annual":[6000,6000]},"sourceSentences":{"annual":"Fees generally start at $6,000 per year, but this minimum may be waived or reduced at our sole discretion."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011413","page":"https://plannerfees.com/planners/rooted-planning-group-284120/"},{"crd":326161,"name":"Roots First Wealth Management","city":"Highlands Ranch","state":"CO","fees":{"flat":[3000,5000]},"sourceSentences":{"flat":"AND CONSULTING RFWM charges an flat fee of $3,000 - $5,000 based on complexity and unique Client needs for financial planning."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014560","page":"https://plannerfees.com/planners/roots-first-wealth-management-326161/"},{"crd":340459,"name":"Rootson Capital LLC","city":"North Andover","state":"MA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $10,000."},"brochureDate":"4/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040243","page":"https://plannerfees.com/planners/rootson-capital-llc-340459/"},{"crd":297568,"name":"Rora Wealth, Inc.","city":"Atlanta","state":"GA","fees":{"hourly":[500,1500],"annual":[7500,25000]},"sourceSentences":{"annual":"Comprehensive Financial Planning consists of an annual fee that is paid in advance, at the rate of $7,500 - $25,000 per year based on complexity and needs of the client.","hourly":"Clients can also engage Rora to provide financial planning services on a separately-negotiated basis, based on their situation. 9 Hourly Financial Planning engagements are offered at an hourly rate between $500 and $1,500 per hour, depending on complexity."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038003","page":"https://plannerfees.com/planners/rora-wealth-inc-297568/"},{"crd":339652,"name":"Rosales Wealth Group LLC","city":"Shelton","state":"CT","fees":{"flat":[2400,6000],"monthly":[100,500]},"sourceSentences":{"monthly":"Ongoing fees range from $100 to $500 per month.","flat":"Fixed engagement fees generally range from $2,400 to $6,000."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040488","page":"https://plannerfees.com/planners/rosales-wealth-group-llc-339652/"},{"crd":337278,"name":"Rosci Lamb, LLC","city":"New York","state":"NY","fees":{"hourly":[350,350],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001395","page":"https://plannerfees.com/planners/rosci-lamb-llc-337278/"},{"crd":342646,"name":"Rose Pine Financial","city":"Colorado Springs","state":"CO","fees":{"flat":[1000,3500]},"sourceSentences":{"flat":"Financial planning engagements are provided on a fixed-fee basis generally ranging from $1,000 to $3,500."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046611","page":"https://plannerfees.com/planners/rose-pine-financial-342646/"},{"crd":141671,"name":"Rose Valley Asset Management LLC","city":"Media","state":"PA","fees":{"hourly":[125,250]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $125 to $250 per hour."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030459","page":"https://plannerfees.com/planners/rose-valley-asset-management-llc-141671/"},{"crd":291065,"name":"Rosel Wealth Management, LLC","city":"Highlands Ranch","state":"CO","fees":{"flat":[20000,20000]},"sourceSentences":{"flat":"Flat fees will not exceed $20,000."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041472","page":"https://plannerfees.com/planners/rosel-wealth-management-llc-291065/"},{"crd":173677,"name":"Rosemark Advisors, Inc.","city":"Bohemia","state":"NY","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The fixed fees charged to a client, for the preparation of a financial plan, typically range from $500 to $5,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014805","page":"https://plannerfees.com/planners/rosemark-advisors-inc-173677/"},{"crd":279027,"name":"Rosemary Frank Financial, LLC","city":"Brentwood","state":"TN","fees":{"hourly":[320,320]},"sourceSentences":{"hourly":"Fees are also negotiable but are typically $320 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016853","page":"https://plannerfees.com/planners/rosemary-frank-financial-llc-279027/"},{"crd":310363,"name":"Rosemeyer Management Group","city":"Platteville","state":"WI","fees":{"hourly":[100,500],"flat":[5000,20000]},"sourceSentences":{"flat":"The minimum fixed fee is generally $5000, and the maximum fixed fee is generally no more than $20,000.","hourly":"The usual rates are $100 to $500 per hour on various RMG Wealth Management, LLC Page 11 Form ADV Part 2A Firm Brochure projects as generating a financial plan, settling an estate, portfolio analysis and review of employer sponsored 401k ."},"brochureDate":"1/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001095","page":"https://plannerfees.com/planners/rosemeyer-management-group-310363/"},{"crd":323835,"name":"Rosenberg Wealth Management LLC","city":"Fort Lauderdale","state":"FL","fees":{"flat":[2500,5000]},"sourceSentences":{"flat":"RWM charges a negotiable fee between $2,500 and $5,000 for financial planning services dependent upon the complexity of the Client’s specific situation."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=797987","page":"https://plannerfees.com/planners/rosenberg-wealth-management-llc-323835/"},{"crd":288088,"name":"Roserock Wealth Management, LLC","city":"Dallas","state":"TX","fees":{"flat":[1000,3000],"monthly":[150,150]},"sourceSentences":{"flat":"Additionally, for Clients with less than $1,000,000 in assets under management, there is a one-time fee ranging from $1,000 to $3,000 for the preparation of the initial financial plan.","monthly":"Fees for ongoing financial planning services are offered for a fixed monthly fee of $150 per month."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043586","page":"https://plannerfees.com/planners/roserock-wealth-management-llc-288088/"},{"crd":155922,"name":"Rosman Asset Management, LLC","city":"The Woodlands","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial Consulting Services RAM offers financial consulting services on an hourly basis at a rate of $250 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008542","page":"https://plannerfees.com/planners/rosman-asset-management-llc-155922/"},{"crd":324631,"name":"Rossby Financial, LLC","city":"Melbourne","state":"FL","fees":{"hourly":[100,1000],"flat":[200,50000]},"sourceSentences":{"hourly":"These fees are negotiable, but have wide range from $200 to $50,000 on a fixed fee basis, or up to 2% of net worth or of assets being addressed in the plan or under consultation, and/or a $100 to $1000 on an hourly basis, depending upon the scope and complexity of the services, the client’s financial situation and…","flat":"Fixed fees for Financial Planning and Consulting Services range between $200 to $50,000 based on the scope and complexity of the services requested."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040352","page":"https://plannerfees.com/planners/rossby-financial-llc-324631/"},{"crd":155284,"name":"Rossi Dubuque Breckenridge, LLC","city":"Plymouth","state":"MN","fees":{"annual":[500,100000]},"sourceSentences":{"annual":"Annual fees may vary from $500 to $100,000, depending upon services rendered."},"brochureDate":"4/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987329","page":"https://plannerfees.com/planners/rossi-dubuque-breckenridge-llc-155284/"},{"crd":164096,"name":"Rossi Financial Group","city":"El Dorado Hills","state":"CA","fees":{"flat":[2500,25000]},"sourceSentences":{"flat":"Our financial planning and investment consultation services are sometimes provided on a fixed-fee basis, typically ranging from $2,500 to $25,000 on an annual ongoing basis."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024947","page":"https://plannerfees.com/planners/rossi-financial-group-164096/"},{"crd":309814,"name":"Roth Financial Partners LLC","city":"Kingwood","state":"TX","fees":{"hourly":[100,500],"flat":[2000,5000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $5,000 on a fixed fee basis, and from $100 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $5,000 on a fixed fee basis, and from $100 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010044","page":"https://plannerfees.com/planners/roth-financial-partners-llc-309814/"},{"crd":302081,"name":"Rothamel Wealth Management, LLC","city":"Urbandale","state":"IA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"An hourly fee of $250 per hour is charged by Rothamel Wealth Management for financial planning services under this arrangement."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024923","page":"https://plannerfees.com/planners/rothamel-wealth-management-llc-302081/"},{"crd":307113,"name":"Round Table Financial","city":"Little Rock","state":"AR","fees":{"hourly":[150,400],"annual":[1750,20000]},"sourceSentences":{"hourly":"For initial financial planning and consulting services, Round Table Financial will charge an hourly fee ranging from $150 - $400 per hour to be billed upon completion of the contracted services.","annual":"Annual financial planning and consulting fees generally range between $1,750 and $20,000 per year."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030216","page":"https://plannerfees.com/planners/round-table-financial-307113/"},{"crd":335767,"name":"Roundtable Planning & Investments","city":"Charlotte","state":"NC","fees":{"flat":[3000,8000]},"sourceSentences":{"flat":"We charge an annual fee of $3,000 - $8,000 for Ongoing Financial Planning."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032130","page":"https://plannerfees.com/planners/roundtable-planning-investments-335767/"},{"crd":148083,"name":"Roundview Capital, LLC","city":"Princeton","state":"NJ","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"Roundview charges a minimum annual fee of $2,500 payable in equal semi- 9Roundview Capital, LLC annual installments or one annual installment."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045629","page":"https://plannerfees.com/planners/roundview-capital-llc-148083/"},{"crd":152662,"name":"Rovin Capital","city":"Mesa","state":"AZ","fees":{"monthly":[150,2200]},"sourceSentences":{"monthly":"Fees are billed to clients generally on a monthly basis unless other arrangements are made and may range between $150 and $2,200 per month."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025813","page":"https://plannerfees.com/planners/rovin-capital-152662/"},{"crd":146650,"name":"Rowan Financial LLC","city":"Bethlehem","state":"PA","fees":{"hourly":[280,280],"flat":[1000,1000]},"sourceSentences":{"hourly":"The fee is $4,000 - $5,500 (based on complexity) for plan delivery plus $280/hour for post plan check-ins.","flat":"- Meeting 1 – Discovery session to learn about you and your personal finances Meeting 2 – Review and refine your personalized RightCapital Retirement Plan Meeting 3 – Review Client’s real estate portfolio and identify opportunities that support your overall goals Meeting 4 – Finalize your RightCapital Retirement…"},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012542","page":"https://plannerfees.com/planners/rowan-financial-llc-146650/"},{"crd":284540,"name":"Rowland Financial Services","city":"Roseville","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"These financial planning services will be charged a fee for service at an hourly rate of $250."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=728690","page":"https://plannerfees.com/planners/rowland-financial-services-284540/"},{"crd":330547,"name":"Roxbury Financial","city":"Mount Arlington","state":"NJ","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Roxbury Financial will charge a fixed fee for financial planning services that will be based on the estimated hours to provide the services multiplied by an hourly rate of $400."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006447","page":"https://plannerfees.com/planners/roxbury-financial-330547/"},{"crd":128340,"name":"Royal Asset Managers","city":"St. Charles","state":"IL","fees":{"hourly":[300,300],"flat":[3250,3250],"annual":[500,500]},"sourceSentences":{"annual":"For every account in excess of two within a client relationship the Advisor retains the right to charge an additional $500.00 annually for all accounts over the initial two accounts.","flat":"If a client who doesn’t maintain a portfolio with Royal Asset Managers wishes to purchase financial planning services a minimum of $3,250 is charged.","hourly":"After presentation 30 minutes of complimentary discussion for additional Q & A is offered. 3) Investment Consulting Services - This service is provided as part of a consulting agreement and is offered at an hourly rate of $300."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033068","page":"https://plannerfees.com/planners/royal-asset-managers-128340/"},{"crd":144434,"name":"Royal Fund Management, LLC","city":"Lady Lake","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Clients may terminate their contracts without penalty within five business days of signing the advisory contract. 8 Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $250."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013833","page":"https://plannerfees.com/planners/royal-fund-management-llc-144434/"},{"crd":290152,"name":"Royal Oak Financial Advisors, LLC","city":"Royal Oak","state":"MI","fees":{"quarterly":[50,200]},"sourceSentences":{"quarterly":"Royal Oak Financial Advisors, LLC Page 5 ADV Part 2A – 8/4/2026 FINANCIAL PLANNING AND RETIREMENT PLAN MONITORING For our financial planning and retirement plan monitor services, we charge a quarterly fee between $50 to $200."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053946","page":"https://plannerfees.com/planners/royal-oak-financial-advisors-llc-290152/"},{"crd":147636,"name":"Royal Wealth Management","city":"Chesapeake","state":"VA","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Fees are charged at $125.00 per hour."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000591","page":"https://plannerfees.com/planners/royal-wealth-management-147636/"},{"crd":342935,"name":"Royce Wealth Management LLC","city":"Sacramento","state":"CA","fees":{"flat":[1500,6000],"quarterly":[2187,2187]},"sourceSentences":{"flat":"These fixed fees generally range from $1,500 to $6,000.","quarterly":"The annual advisory fee would be $8,750, which equals $2,187.50 per quarter."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057306","page":"https://plannerfees.com/planners/royce-wealth-management-llc-342935/"},{"crd":297925,"name":"RP Zeigler Investment Services","city":"Peoria","state":"IL","fees":{"hourly":[350,350],"annual":[7500,7500]},"sourceSentences":{"annual":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee of $7,500.00, paid monthly in advance.","hourly":"Financial Planning engagements are offered at an hourly rate of $350 per hour."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058910","page":"https://plannerfees.com/planners/rp-zeigler-investment-services-297925/"},{"crd":172173,"name":"RPG Investment Advisory, LLC","city":"Pleasanton","state":"CA","fees":{"hourly":[250,250],"flat":[600,1800]},"sourceSentences":{"hourly":"For financial planning services, we charge either a negotiable hourly rate of $250.00 or a negotiable fixed fee ranging between $600 and $1,800.","flat":"For financial planning services, we charge either a negotiable hourly rate of $250.00 or a negotiable fixed fee ranging between $600 and $1,800."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004107","page":"https://plannerfees.com/planners/rpg-investment-advisory-llc-172173/"},{"crd":310395,"name":"RR Financial Management LLC","city":"Fresno","state":"CA","fees":{"hourly":[75,75],"flat":[50,400]},"sourceSentences":{"hourly":"Financial planning or consulting services are billed on an hourly, as-needed basis at a rate of $75/hour, or at a fixed fee which can range from $50-$400 per meeting.","flat":"Financial planning or consulting services are billed on an hourly, as-needed basis at a rate of $75/hour, or at a fixed fee which can range from $50-$400 per meeting."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=787291","page":"https://plannerfees.com/planners/rr-financial-management-llc-310395/"},{"crd":157768,"name":"RS Asset Management, LLC","city":"Colorado Springs","state":"CO","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"Our hourly fees are $350.","flat":"Flat fees generally range from $1,500 to $10,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013663","page":"https://plannerfees.com/planners/rs-asset-management-llc-157768/"},{"crd":283721,"name":"Rsi Advisors","city":"Dover","state":"NH","fees":{"flat":[500,500],"monthly":[49,49]},"sourceSentences":{"flat":"Method of Compensation and Fee Schedule Financial Planning Services Multi-component planning engagements are assessed fixed fee of $500.","monthly":"We assess a monthly fee of $49.99 for our timing services."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005951","page":"https://plannerfees.com/planners/rsi-advisors-283721/"},{"crd":338599,"name":"RTB Wealth Advisors, LLC","city":"Mckinney","state":"TX","fees":{"hourly":[500,1500],"flat":[3000,3000]},"sourceSentences":{"flat":"$3,000 Advance Deposit: $1,500 Hourly Rate: $500 Hours worked: 2 Refund: $500 = $1,500 – (2 hours x $500 hourly rate) Retirement Plan Advisory Services The Advisor may be compensated for its services at the beginning of the Billing Period before services are rendered pursuant to the terms of the retirement plan…","hourly":"$3,000 Advance Deposit: $1,500 Hourly Rate: $500 Hours worked: 2 Refund: $500 = $1,500 – (2 hours x $500 hourly rate) Retirement Plan Advisory Services The Advisor may be compensated for its services at the beginning of the Billing Period before services are rendered pursuant to the terms of the retirement plan…"},"brochureDate":"4/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041028","page":"https://plannerfees.com/planners/rtb-wealth-advisors-llc-338599/"},{"crd":110744,"name":"RTD Financial Advisors Inc","city":"Philadelphia","state":"PA","fees":{"quarterly":[1500,30000],"annual":[6000,120000]},"sourceSentences":{"quarterly":"Fees are based on a fixed amount and can range from a minimum of $1,500 per quarter ($6,000 annually) to a maximum of $30,000 per quarter ($120,000 annually).","annual":"Fees are based on a fixed amount and can range from a minimum of $1,500 per quarter ($6,000 annually) to a maximum of $30,000 per quarter ($120,000 annually)."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012442","page":"https://plannerfees.com/planners/rtd-financial-advisors-inc-110744/"},{"crd":174447,"name":"Rubicon Advisors","city":"Redding","state":"CA","fees":{"hourly":[350,350],"flat":[5000,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $5,000."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007461","page":"https://plannerfees.com/planners/rubicon-advisors-174447/"},{"crd":336764,"name":"Rubric Advisors LLC","city":"San Francisco","state":"CA","fees":{"hourly":[250,250],"annual":[2500,25000]},"sourceSentences":{"annual":"Non-Discretionary Investment Management For Non-Discretionary Investment Management, Rubric charges a flat annual fee ranging from $2,500 to $25,000, based on portfolio complexity, scope of services, frequency of engagement, asset classes covered, and historical client relationship.","hourly":"AND CONSULTING Rubric charges an hourly fee of $250 based on complexity and unique Client needs for financial planning."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051989","page":"https://plannerfees.com/planners/rubric-advisors-llc-336764/"},{"crd":322267,"name":"Ruby Pebble Financial Planning LLC","city":"Seattle","state":"WA","fees":{"hourly":[400,400],"flat":[4000,15000]},"sourceSentences":{"hourly":"Hourly fees for all services are provided at our standard rate, which is currently $400 per hour, and are billed in 15-minute increments.","flat":"Fees for the Initial Comprehensive Financial Plan can range between $4,000 and $15,000."},"brochureDate":"8/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055043","page":"https://plannerfees.com/planners/ruby-pebble-financial-planning-llc-322267/"},{"crd":336179,"name":"Ruda Financial","city":"Silver Spring","state":"MD","fees":{"hourly":[250,250],"flat":[0,6000]},"sourceSentences":{"flat":"Fixed fee rates range between $0 to $6,000.","hourly":"Our hourly rate is $250."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025174","page":"https://plannerfees.com/planners/ruda-financial-336179/"},{"crd":115092,"name":"Rudd and Wisdom, Inc.","city":"Austin","state":"TX","fees":{"hourly":[650,650]},"sourceSentences":{"hourly":"Our fees for assisting individuals with financial advice or planning are task specific and based upon the number of hours worked and the following hourly rates: $650 per hour for Ronald W."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027665","page":"https://plannerfees.com/planners/rudd-and-wisdom-inc-115092/"},{"crd":312865,"name":"Rude Wealth Advisory","city":"Olney","state":"IL","fees":{"hourly":[250,250],"flat":[1000,1000],"monthly":[275,275]},"sourceSentences":{"monthly":"Since fees are paid in arrears, no refund will be needed upon termination of the account. *For clients who are engaged in both Investment Management and Ongoing Financial Planning, both services are provided as part of the Ongoing Financial Planning Fee of $275 per month.","flat":"Ongoing Financial Planning $1,000 upfront + $275 per month Fees may be negotiable in certain cases, and will be billed at the end of each month.","hourly":"Financial Planning engagements are offered at the rate of $250 per hour."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002851","page":"https://plannerfees.com/planners/rude-wealth-advisory-312865/"},{"crd":173262,"name":"Ruedi Wealth Management, Inc.","city":"Champaign","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"In the event a Client hires RWM for hourly, as-needed financial advice, RWM charges $250/hour, for blocks of one hour at a time."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017313","page":"https://plannerfees.com/planners/ruedi-wealth-management-inc-173262/"},{"crd":169180,"name":"Ruggiero Investments","city":"West Palm Beach","state":"FL","fees":{"flat":[50000,50000]},"sourceSentences":{"flat":"The rate for creating client financial plans is $50,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024771","page":"https://plannerfees.com/planners/ruggiero-investments-169180/"},{"crd":342372,"name":"Ruiz Financial Group, LLC","city":"Toledo","state":"OH","fees":{"flat":[250,250],"monthly":[750,750]},"sourceSentences":{"flat":"Current ongoing financial planning service levels generally range from $250 Firm Brochure v2026 Ruiz Financial Group, LLC Page 7 of 21 per month to $750 per month, depending on the service level selected.","monthly":"Current ongoing financial planning service levels generally range from $250 Firm Brochure v2026 Ruiz Financial Group, LLC Page 7 of 21 per month to $750 per month, depending on the service level selected."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046277","page":"https://plannerfees.com/planners/ruiz-financial-group-llc-342372/"},{"crd":316922,"name":"Rule72 Financial","city":"Potomac Falls","state":"VA","fees":{"hourly":[270,270],"flat":[2000,7200],"quarterly":[600,1800]},"sourceSentences":{"quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $600 - $1800 per quarter.","hourly":"Limited-Scope Financial Planning Fixed Fee Limited-Scope Financial Planning engagements are offered at our hourly rate of $270 per hour.","flat":"For engagements provided as part of an employee benefit agreement between our firm and an employer, the fees will be paid for by the employer, in advance, at a fixed rate of $2000 - $7200 per participating employee."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013359","page":"https://plannerfees.com/planners/rule72-financial-316922/"},{"crd":107164,"name":"Russo Investment Management","city":"Cincinnati","state":"OH","fees":{"hourly":[350,350],"quarterly":[300,300]},"sourceSentences":{"quarterly":"A minimum charge of $300 per quarter will be imposed on all accounts.","hourly":"A single engagement for one time investment advice is available at an hourly rate of $350."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039896","page":"https://plannerfees.com/planners/russo-investment-management-107164/"},{"crd":316771,"name":"Rutterer Planning","city":"Nashville","state":"TN","fees":{"flat":[1000,5000],"quarterly":[1050,1050]},"sourceSentences":{"quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $1,050 per quarter.","flat":"The fixed fee can range between $1,000 and $5,000, depending on the complexity and the needs of the client."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019691","page":"https://plannerfees.com/planners/rutterer-planning-316771/"},{"crd":297087,"name":"RW Baker Wealth Management Group LLC","city":"Cheyenne","state":"WY","fees":{"hourly":[300,300],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fees for financial plans range from $1,000 to $10,000.","hourly":"Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $300.00."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011059","page":"https://plannerfees.com/planners/rw-baker-wealth-management-group-llc-297087/"},{"crd":282707,"name":"RW Investment Management LLC","city":"Eagle","state":"ID","fees":{"hourly":[250,250],"flat":[500,25000]},"sourceSentences":{"hourly":"Our hourly fee is $250.","flat":"Flat fees range from $500 to $25,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017239","page":"https://plannerfees.com/planners/rw-investment-management-llc-282707/"},{"crd":310635,"name":"RWM Capital, LLC","city":"Sugar Land","state":"TX","fees":{"flat":[15000,15000]},"sourceSentences":{"flat":"In some cases, a fee greater or lesser then the typical fee range may be warranted but fees generally do not exceed $15,000 per plan."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054248","page":"https://plannerfees.com/planners/rwm-capital-llc-310635/"},{"crd":312269,"name":"Ryan Financial Solutions, LLC","city":"Tualatin","state":"OR","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial planning and fixed fees are based on an hourly rate of $200."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013386","page":"https://plannerfees.com/planners/ryan-financial-solutions-llc-312269/"},{"crd":318022,"name":"Ryerson Financial, LLC","city":"Niwot","state":"CO","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"In Item 5, the current hourly rate has been updated to $300 per hour since the last annual update."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051697","page":"https://plannerfees.com/planners/ryerson-financial-llc-318022/"},{"crd":334978,"name":"Ryse Capital Management","city":"Brockport","state":"NY","fees":{"hourly":[500,500],"flat":[5000,12000],"annual":[10000,12000]},"sourceSentences":{"annual":"Service Tier Year 1 Annual Fixed Fee Ongoing Annual Fixed Fee (Years 2+) * Foundation $12,000 $10,000 Ascent $20,000 $15,000 Peak $30,000 $20,000 * The Ongoing Annual Fixed Fee (Years 2+) may be subject to adjustment if the complexity of the client’s financial situation changes significantly.","flat":"Fixed fee rates typically range from $5,000 to $12,000, but could be higher based on complexity.","hourly":"Hourly financial planning engagements are offered at a rate of $500 per hour."},"brochureDate":"2/12/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=942557","page":"https://plannerfees.com/planners/ryse-capital-management-334978/"},{"crd":170762,"name":"Ryzome Investment Advisors","city":"Okemos","state":"MI","fees":{"hourly":[75,75],"annual":[10000,10000]},"sourceSentences":{"hourly":"Hourly fee services are offered based on an hourly fee of $75 per hour.","annual":"ONGOING FEES Ongoing fee services are offered based on an annual fee to never exceed $10,000, charged quarterly in advance of each billing period."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009376","page":"https://plannerfees.com/planners/ryzome-investment-advisors-170762/"},{"crd":125696,"name":"RZH Advisors LLC","city":"Stamford","state":"CT","fees":{"hourly":[400,600],"flat":[2500,50000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis, and from $400 to $600 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis, and from $400 to $600 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the 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counseling project fees will range from $300 to $5,000 per project depending on factors such as the complexity of the project, the estimated time to complete the project and the resources required to deliver it."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044751","page":"https://plannerfees.com/planners/s-l-financial-management-318996/"},{"crd":305970,"name":"S Conway Consulting, LLC","city":"Ithaca","state":"NY","fees":{"hourly":[300,300],"flat":[2400,2400]},"sourceSentences":{"flat":"Comprehensive financial plans are typically $2,400 for a household estate that does not involve irrevocable trusts or small business coordination.","hourly":"Fees for limited engagements are typically charged on an hourly basis at a rate of $300 per hour, billed in fifteen-minute 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Thorn & Co.","city":"Prescott","state":"AZ","fees":{"hourly":[185,185],"flat":[1000,1000]},"sourceSentences":{"hourly":"The fee for special services not covered by the \"Agreement for Services\" contract is generally $185.00 per hour, and depends upon the nature of the special service required.","flat":"One time additional fees, seldom exceed $1000, and can be paid by adjusting the agreed upon asset supervision fee. i) Clients are always invoiced in arrears and if not satisfied with the service may choose not to pay the invoice. 3."},"brochureDate":"3/29/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=766875","page":"https://plannerfees.com/planners/s-e-thorn-co-113754/"},{"crd":121356,"name":"S.f. 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$10,000."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000411","page":"https://plannerfees.com/planners/sachi-financial-planning-324752/"},{"crd":173682,"name":"Saco River Financial Planning","city":"Bartlett","state":"NH","fees":{"hourly":[215,325],"annual":[295,25000]},"sourceSentences":{"hourly":"Hourly/Fixed Fee Saco River Financial Planning LLC offers financial planning or consulting services on an hourly basis ranging from $215 to $325 per hour.","annual":"Under this arrangement, the fees will generally range from $295 to $25,000 per year, negotiated and agreed upon in advance on a case-by-case basis."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001468","page":"https://plannerfees.com/planners/saco-river-financial-planning-173682/"},{"crd":161568,"name":"Saddock Wealth, 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below."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034212","page":"https://plannerfees.com/planners/saecula-wealth-llc-339221/"},{"crd":124787,"name":"Safe Harbor Asset Management, Inc.","city":"Huntington","state":"NY","fees":{"hourly":[275,275],"flat":[1500,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $275.","flat":"Flat fees range from $1,500 to $5,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017266","page":"https://plannerfees.com/planners/safe-harbor-asset-management-inc-124787/"},{"crd":324397,"name":"Safe Harbor Assets","city":"Fallbrook","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002918","page":"https://plannerfees.com/planners/safe-harbor-assets-324397/"},{"crd":297835,"name":"Safe Landing Financial","city":"Round Rock","state":"TX","fees":{"flat":[4000,30000],"quarterly":[12500,12500]},"sourceSentences":{"flat":"The fixed annual component of the advisory fee generally ranges from $4,000 to $30,000, depending on the scope of services and financial complexity.","quarterly":"Ongoing Quarterly Fee (beginning Q2 2026): $12,500 ÷ 4 = $3,125.00"},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059800","page":"https://plannerfees.com/planners/safe-landing-financial-297835/"},{"crd":157089,"name":"Safe Money Management","city":"Atlanata","state":"GA","fees":{"flat":[495,1295]},"sourceSentences":{"flat":"Services are offered based on a rate between $495 and $1,295 depending upon the complexity of the situation and the needs of the client. 7 SOLICITOR FEES:"},"brochureDate":"3/7/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=949513","page":"https://plannerfees.com/planners/safe-money-management-157089/"},{"crd":146132,"name":"Safeguard Investment Advisory Group, LLC","city":"Corona","state":"CA","fees":{"hourly":[250,350]},"sourceSentences":{"hourly":"The hourly fee for Financial Planning Services or Consulting Services shall range from $250 to $350 per hour, billed in a quarter-hour minimum increments, as Client and we shall agree at the time the specific services are agreed."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027351","page":"https://plannerfees.com/planners/safeguard-investment-advisory-group-llc-146132/"},{"crd":143918,"name":"Safety of Principle Wealth Management, LLC","city":"Coral Springs","state":"FL","fees":{"hourly":[175,175],"flat":[250,2500]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fixed fee for creating client financial plans is between $250 and $2,500.","hourly":"The hourly fee for financial planning services is $175."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=520952","page":"https://plannerfees.com/planners/safety-of-principle-wealth-management-llc-143918/"},{"crd":316571,"name":"Safewater Investment Management LLC","city":"Alpharetta","state":"GA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly fee for these services is $300."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016185","page":"https://plannerfees.com/planners/safewater-investment-management-llc-316571/"},{"crd":306921,"name":"Saffron Capital, LLC","city":"Minneapolis","state":"MN","fees":{"hourly":[50,800],"annual":[400,800]},"sourceSentences":{"annual":"Our standard fee for advisory planning is a fixed price of US$800 per year in year 1, and then a reduced rate of US$400 per year for annual plan updates in years 2 and after.","hourly":"Initial Planning Service Annual Plan Updates Hourly Fee for Custom Work $800 $400 $50-150/hr based on scope Table 2:"},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999708","page":"https://plannerfees.com/planners/saffron-capital-llc-306921/"},{"crd":255788,"name":"Saffron Consulting Services 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$1,000."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059454","page":"https://plannerfees.com/planners/sage-capital-advisors-llc-136577/"},{"crd":116933,"name":"Sage Financial Advisors Inc.","city":"Scottsdale","state":"AZ","fees":{"hourly":[220,375],"flat":[1000,20000],"quarterly":[468,468],"annual":[1875,1875]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, and from $220 to $375 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, and from $220 to $375 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","annual":"The Registrant generally requires a minimum annual fee of $1,875.00 ($468.75 quarterly) for investment advisory services.","quarterly":"The Registrant generally requires a minimum annual fee of $1,875.00 ($468.75 quarterly) for investment advisory services."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024198","page":"https://plannerfees.com/planners/sage-financial-advisors-inc-116933/"},{"crd":116574,"name":"Sage Financial Group Inc.","city":"West Conshohocken","state":"PA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"Exceptions – As noted above the Registrant generally requires a $1,000,000 minimum asset level and a $10,000 annual minimum fee for investment advisory services."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049643","page":"https://plannerfees.com/planners/sage-financial-group-inc-116574/"},{"crd":149365,"name":"Sage Hill Advisory and Management LLC","city":"Saratoga Springs","state":"NY","fees":{"flat":[5000,500000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for financial planning advice is between $5,000 and $500,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022365","page":"https://plannerfees.com/planners/sage-hill-advisory-and-management-llc-149365/"},{"crd":116907,"name":"Sage Investment Counsel","city":"Franklin","state":"TN","fees":{"annual":[15000,15000]},"sourceSentences":{"annual":"Generally, we charge a maximum, fixed annual fee of up to 11 $15,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014157","page":"https://plannerfees.com/planners/sage-investment-counsel-116907/"},{"crd":307479,"name":"Sage Path Solutions","city":"San Diego","state":"CA","fees":{"hourly":[350,350],"flat":[5800,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $350 per hour.","flat":"- 3- FIXED FEES Financial Planning Services are offered based on a flat fee between $5,800 to $10,000."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005729","page":"https://plannerfees.com/planners/sage-path-solutions-307479/"},{"crd":290148,"name":"Sage Rhino Capital LLC","city":"Menlo Park","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025739","page":"https://plannerfees.com/planners/sage-rhino-capital-llc-290148/"},{"crd":343892,"name":"Sage Saguaro Financial Planning","city":"Glendale","state":"AZ","fees":{"hourly":[500,500],"flat":[3500,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour.","flat":"-4- FIXED FEES Financial Planning Services are offered based on a flat fee between $3,500 and $10,000."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056967","page":"https://plannerfees.com/planners/sage-saguaro-financial-planning-343892/"},{"crd":128997,"name":"Sage Wealth Advisors LLC","city":"Marion","state":"MA","fees":{"hourly":[200,200],"flat":[2500,5000]},"sourceSentences":{"hourly":"Fees are billed at the rate of $200.00 an hour.","flat":"Typically, comprehensive plans range from $2,500 to $5,000, and basic plans range from $750 to $2,500."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029104","page":"https://plannerfees.com/planners/sage-wealth-advisors-llc-128997/"},{"crd":298912,"name":"Sage Wealth Consulting, LLC","city":"Sarasota","state":"FL","fees":{"hourly":[450,450],"flat":[5000,40000],"quarterly":[1250,5000]},"sourceSentences":{"quarterly":"Since fees are paid in arrears, no rebate will be needed upon termination of the account. 8 Comprehensive Financial Planning Plan Type Upfront Planning Fee Quarterly Fee Wealth Plan $5,000 $1,250 Legacy Plan $18,000 $4,500 Comprehensive Financial Planning is offered at two different levels based on complexity and…","hourly":"Project work is offered at an hourly rate of $450/hour or a fixed fee ranging between $5,000 - $40,000 based on complexity and scope of the project.","flat":"Project work is offered at an hourly rate of $450/hour or a fixed fee ranging between $5,000 - $40,000 based on complexity and scope of the project."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008025","page":"https://plannerfees.com/planners/sage-wealth-consulting-llc-298912/"},{"crd":300747,"name":"Sage Wealth Planning","city":"Georgetown","state":"TX","fees":{"annual":[5000,40000]},"sourceSentences":{"annual":"Financial planning fees typically range from $5,000 to $40,000 per year depending on the nature and complexity of a client’s financial situation and the specific financial planning services to be provided by Adviser."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013492","page":"https://plannerfees.com/planners/sage-wealth-planning-300747/"},{"crd":342600,"name":"Sagefolio Advisors","city":"Lubbock","state":"TX","fees":{"flat":[500,1250],"annual":[500,1250]},"sourceSentences":{"flat":"For Flat Fee Financial Planning services, the Firm charges a flat fee ranging from $500 to $1,250 per engagement, depending upon the scope and complexity of the services to be provided.","annual":"The Firm offers ongoing financial-planning services and ongoing cash-flow and budget advisory services for an annual fixed fee generally ranging from $500 to $1,250 per year, depending on the scope and complexity of the engagement."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058159","page":"https://plannerfees.com/planners/sagefolio-advisors-342600/"},{"crd":160266,"name":"Sageguard Financial Group, LLC","city":"Goodlettsville","state":"TN","fees":{"hourly":[100,100],"flat":[200,2000]},"sourceSentences":{"hourly":"In the majority of cases, the firm charges an hourly fee of $100 per hour, billed in six minute increments, for financial planning services.","flat":"Fixed fees can range from $200 to $2,000 and are based on the complexity of the work required."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002212","page":"https://plannerfees.com/planners/sageguard-financial-group-llc-160266/"},{"crd":339742,"name":"Sagepoint Capital Partners LLC","city":"Franklin","state":"TN","fees":{"hourly":[300,300],"flat":[2500,20000]},"sourceSentences":{"flat":"Our fixed-fee financial planning is negotiable but will generally range from $2,500 to $20,000, depending on the nature and complexity of the client’s circumstances.","hourly":"The maximum fee for arrangements charged at an hourly rate is $300 per hour."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052859","page":"https://plannerfees.com/planners/sagepoint-capital-partners-llc-339742/"},{"crd":304384,"name":"Sagepro Wealth Management","city":"Chantilly","state":"VA","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"hourly":"The hourly fee is $250 an hour.","flat":"The fixed fee can range from $1,000 to $10,000."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049581","page":"https://plannerfees.com/planners/sagepro-wealth-management-304384/"},{"crd":283515,"name":"Sagespring Wealth Partners","city":"Franklin","state":"TN","fees":{"hourly":[500,500],"flat":[1500,50000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged does not exceed $500.","flat":"Flat fees range from $1,500 to $50,000."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046075","page":"https://plannerfees.com/planners/sagespring-wealth-partners-283515/"},{"crd":143562,"name":"Sagevest Wealth Management","city":"Mclean","state":"VA","fees":{"hourly":[100,500]},"sourceSentences":{"hourly":"Fees are charged at an hourly rate ranging from $100 to $500 per hour for professional services."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048355","page":"https://plannerfees.com/planners/sagevest-wealth-management-143562/"},{"crd":318439,"name":"Salcedo Financial Services","city":"Mckeesport","state":"PA","fees":{"hourly":[150,150],"flat":[2000,2000],"quarterly":[2000,2000]},"sourceSentences":{"quarterly":"Clients pay a flat quarterly retainer fee (“Flat Quarterly Retainer”) in an amount of $2,000.","hourly":"Hourly fees are charged at a rate of $150 per planner-hour, including meeting time and preparation time (“Hourly Fee”).","flat":"Clients pay a flat fee of $2,000 and make a deposit against the fee of ½ of the fee."},"brochureDate":"4/28/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=780759","page":"https://plannerfees.com/planners/salcedo-financial-services-318439/"},{"crd":123646,"name":"Saliba Asset Management L.L.C.","city":"Huntsville","state":"AL","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Fees for financial planning and financial consulting will be based on the firm's hourly charge which is currently $400 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026311","page":"https://plannerfees.com/planners/saliba-asset-management-l-l-c-123646/"},{"crd":317464,"name":"Salida Financial Advice and Planning","city":"Salida","state":"CO","fees":{"flat":[4000,15000]},"sourceSentences":{"flat":"The fixed rate for Full Service Financial Planning is between $4,000 and $15,000."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044218","page":"https://plannerfees.com/planners/salida-financial-advice-and-planning-317464/"},{"crd":167975,"name":"Salmon Bay Wealth Management, LLC","city":"Coeur D'alene","state":"ID","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our fees are $200 per hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006173","page":"https://plannerfees.com/planners/salmon-bay-wealth-management-llc-167975/"},{"crd":340586,"name":"Salt Light Investing for the Good","city":"Seymour","state":"IN","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Financial planning fees typically range from $1,000 to $5,000 per engagement or per year depending on the structure and scope of services."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039990","page":"https://plannerfees.com/planners/salt-light-investing-for-the-good-340586/"},{"crd":130882,"name":"Saltbox Financial LLC","city":"Portsmouth","state":"NH","fees":{"hourly":[360,360],"flat":[500,5000],"annual":[12000,12000]},"sourceSentences":{"annual":"Because this service includes both investment management and comprehensive financial planning, for clients with less than $1,000,000 in assets under our management, we typically charge a fixed annual fee of $12,000; in such cases, the client will automatically transition to the asset-based fee once assets reach…","hourly":"Principal Advisor: $360 per hour Page 7 of 31","flat":"Fees are based on the complexity of the client’s financial planning needs, but typically range between $500-$5,000."},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050642","page":"https://plannerfees.com/planners/saltbox-financial-llc-130882/"},{"crd":132248,"name":"Saltmarsh Financial Advisors, LLC","city":"Pensacola","state":"FL","fees":{"hourly":[450,450],"flat":[5000,5000]},"sourceSentences":{"hourly":"Financial planning services are based on an hourly rate not to exceed $450 per hour and will be projected in the Agreement as a fixed fee that typically starts at $5,000 for a comprehensive financial plan.","flat":"Financial planning services are based on an hourly rate not to exceed $450 per hour and will be projected in the Agreement as a fixed fee that typically starts at $5,000 for a comprehensive financial plan."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021679","page":"https://plannerfees.com/planners/saltmarsh-financial-advisors-llc-132248/"},{"crd":171986,"name":"Salvus Wealth Management, LLC","city":"Red Bank","state":"NJ","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"Salvus’ financial planning and consulting fees are non-negotiable and generally range from $200 to $400 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the services."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047092","page":"https://plannerfees.com/planners/salvus-wealth-management-llc-171986/"},{"crd":152632,"name":"Sam Badgley Inc.","city":"Raleigh","state":"NC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial plans are provided at an hourly rate not to exceed $250.00 per hour."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001226","page":"https://plannerfees.com/planners/sam-badgley-inc-152632/"},{"crd":142214,"name":"Samalin Wealth","city":"Chappaqua","state":"NY","fees":{"flat":[175,10000]},"sourceSentences":{"flat":"Currently, fixed fees range from $875 for a limited review to $10,000 for a comprehensive financial plan, and hourly 7 fees range from $175 to $575."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049652","page":"https://plannerfees.com/planners/samalin-wealth-142214/"},{"crd":336178,"name":"Samara Capital","city":"Beaverton","state":"OR","fees":{"hourly":[500,500],"flat":[50000,50000]},"sourceSentences":{"hourly":"The maximum hourly fee is $500 per hour, and the maximum fixed fee is $50,000.","flat":"The maximum hourly fee is $500 per hour, and the maximum fixed fee is $50,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024000","page":"https://plannerfees.com/planners/samara-capital-336178/"},{"crd":173809,"name":"Samatva Wealth Management LLC","city":"Clarksburg","state":"MD","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our maximum fee is $250 per hour. 6 Assets Management:"},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007528","page":"https://plannerfees.com/planners/samatva-wealth-management-llc-173809/"},{"crd":286284,"name":"Sammons Wealth","city":"Dallas","state":"TX","fees":{"hourly":[500,500],"flat":[4500,4500]},"sourceSentences":{"flat":"One-Time Financial Planning Services One-Time Financial Planning Services require a one-time fixed planning fee of $4,500 for an individual and $6,500 for a couple.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $500 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021598","page":"https://plannerfees.com/planners/sammons-wealth-286284/"},{"crd":304192,"name":"Sample Financial Solutions, LLC","city":"Aurora","state":"CO","fees":{"hourly":[250,250],"flat":[0,10000],"quarterly":[450,3000]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $0 to $10,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid quarterly, in arrears, at the rate of $450.00 to $3,000.00 per quarter, depending on the complexity and needs of the client.","quarterly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $0 to $10,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid quarterly, in arrears, at the rate of $450.00 to $3,000.00 per quarter, depending on the complexity and needs of the client.","hourly":"Financial Planning fee is an hourly rate of $250.00 per hour."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013798","page":"https://plannerfees.com/planners/sample-financial-solutions-llc-304192/"},{"crd":170486,"name":"San Gabriel Capital","city":"Cedar Park","state":"TX","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Under certain circumstances, SGC may charge a negotiable rate of $350.00 per hour for portfolio management services."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027235","page":"https://plannerfees.com/planners/san-gabriel-capital-170486/"},{"crd":139898,"name":"Sanchez & Zures, LLC","city":"Mclean","state":"VA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees for financial planning services are based on a rate of $200.00 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034076","page":"https://plannerfees.com/planners/sanchez-zures-llc-139898/"},{"crd":111295,"name":"Sand Hill Global Advisors, LLC","city":"Palo Alto","state":"CA","fees":{"hourly":[100,300],"annual":[1200,1200]},"sourceSentences":{"hourly":"Hourly fees range from $100 per hour to $300 per hour.","annual":"SHGA assesses a retainer of $1,200 against which hourly costs are applied."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032133","page":"https://plannerfees.com/planners/sand-hill-global-advisors-llc-111295/"},{"crd":344316,"name":"Sand Run Wealth Management","city":"Akron","state":"OH","fees":{"hourly":[250,250],"flat":[1000,5000],"monthly":[83,83]},"sourceSentences":{"monthly":"A $100,000 account would incur an annualized advisory fee of approximately $1,000, or approximately $83.33 per month, assuming the account value remained unchanged.","flat":"Fixed project fees generally range from $1,000 to $5,000.","hourly":"In developing each quote, SRWM generally estimates the time required using an hourly rate of $250 and considers the scope and complexity of the engagement, the client's financial circumstances, number and types of accounts, planning needs, and other relevant considerations."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058605","page":"https://plannerfees.com/planners/sand-run-wealth-management-344316/"},{"crd":297858,"name":"Sandbox Financial Partners, LLC","city":"Bethesda","state":"MD","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Project-based engagements may be offered at an hourly rate ranging from $150 to $300 per hour based on the experience of the Advisory Person rendering services and/or the complexity of the services provided."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045933","page":"https://plannerfees.com/planners/sandbox-financial-partners-llc-297858/"},{"crd":333590,"name":"Sanders Retirement Planning LLC","city":"Omaha","state":"NE","fees":{"flat":[22500,22500]},"sourceSentences":{"flat":"Beyond that, each household must individually qualify to receive a flat annual rate of $22,500 by having $2,500,000 of assets under management/advisement."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024880","page":"https://plannerfees.com/planners/sanders-retirement-planning-llc-333590/"},{"crd":159402,"name":"Sandia Wealth Management, LLC","city":"Albuquerque","state":"NM","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"We charge an hourly rate of $175 per hour for consulting services with a minimum of 2 hours per engagement."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024297","page":"https://plannerfees.com/planners/sandia-wealth-management-llc-159402/"},{"crd":338989,"name":"Sandman Wealth Management","city":"Tulsa","state":"OK","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $1,000 and $10,000."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048103","page":"https://plannerfees.com/planners/sandman-wealth-management-338989/"},{"crd":152482,"name":"Sandy Cove Advisors, LLC","city":"Hingham","state":"MA","fees":{"hourly":[100,500],"annual":[20000,250000]},"sourceSentences":{"hourly":"We charge either a fixed fee for financial planning and consulting services ranging between $100 and $200,000 which may be on a per annum basis or an hourly fee ranging between $100 and $500.","annual":"Our fixed fees are negotiable and range between $20,000 and $250,000 annually depending on the scope and complexity of the services rendered."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023798","page":"https://plannerfees.com/planners/sandy-cove-advisors-llc-152482/"},{"crd":113727,"name":"Sanskar Advisors, Inc.","city":"Nyack","state":"NY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Sanskar will charge a $250.00 per hour for such advisory services."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004896","page":"https://plannerfees.com/planners/sanskar-advisors-inc-113727/"},{"crd":338455,"name":"Sansone CPA & Financial","city":"Crystal Lake","state":"IL","fees":{"hourly":[300,300],"flat":[1500,9500]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 to $9,500.","hourly":"Our hourly rate is $300. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052984","page":"https://plannerfees.com/planners/sansone-cpa-financial-338455/"},{"crd":140810,"name":"Santa Fe' Wealth Management","city":"San Diego","state":"CA","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"On an hourly basis, ranging from $200 - $500 per hour, depending on the nature and complexity of each client's circumstances."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046995","page":"https://plannerfees.com/planners/santa-fe-wealth-management-140810/"},{"crd":341629,"name":"Santa Susana Financial, LLC","city":"Simi Valley","state":"CA","fees":{"annual":[3600,36000]},"sourceSentences":{"annual":"The fee range is flat, ranging from $3,600 to $36,000 annually."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039820","page":"https://plannerfees.com/planners/santa-susana-financial-llc-341629/"},{"crd":333407,"name":"Santafino Wealth Management LLC","city":"Santa Barbara","state":"CA","fees":{"hourly":[500,750],"flat":[2500,50000],"quarterly":[2500,2500]},"sourceSentences":{"quarterly":"Our annualized fee will be charged according to the following schedule, subject to a minimum quarterly fee of $2,500, which can be waived at our discretion:","flat":"The minimum fixed fee per client ranges from $2,500 to $50,000 and is established based on the client’s circumstances and the nature and complexity of the engagement.","hourly":"Hourly fees will typically range between $500 and $750 per hour, depending on the expertise of the persons providing the services and the nature and complexity of the client’s circumstances."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055426","page":"https://plannerfees.com/planners/santafino-wealth-management-llc-333407/"},{"crd":333780,"name":"Santara Wealth Management LLC","city":"San Diego","state":"CA","fees":{"hourly":[350,350],"flat":[15000,15000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $15,000 on an annual basis, and clients will have options for an ongoing payment plan as outlined within the separate service agreement."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057812","page":"https://plannerfees.com/planners/santara-wealth-management-llc-333780/"},{"crd":257786,"name":"Santiago.life","city":"Fishers","state":"IN","fees":{"hourly":[250,250],"flat":[5000,5000],"monthly":[750,750],"annual":[24000,24000]},"sourceSentences":{"annual":"AlignedLife+™ Financial Planning and Optional Asset Allocation Selection and Monitoring We charge $24,000 a year for AlignedLife+ services.","monthly":"AlignedLife™ Financial Planning and Optional Asset Allocation Selection and Monitoring We charge a minimum fee of $9,000 per year ($750 per month) for AlignedLife services.","flat":"AlignedLife Financial Planning as a Project-Based Relationship 11 We charge $5,000 for an individual and $7,500 for a couple for a project-based AlignedLife relationship.","hourly":"You will incur a pro-rata charge for services rendered prior to the date of termination of the agreement (not to exceed the contracted fixed fee amount) at the current rate of $250 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032535","page":"https://plannerfees.com/planners/santiago-life-257786/"},{"crd":119598,"name":"Sapere Wealth Management, LLC","city":"Matthews","state":"NC","fees":{"hourly":[125,500],"flat":[1000,15000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis and/or from $125 to $500 on an hourly basis, depending upon the level and scope of the services and the professional rendering them.","hourly":"These fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis and/or from $125 to $500 on an hourly basis, depending upon the level and scope of the services and the professional rendering them."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018920","page":"https://plannerfees.com/planners/sapere-wealth-management-llc-119598/"},{"crd":282647,"name":"Sapiat Asset Management, LLC","city":"Greeneville","state":"TN","fees":{"hourly":[200,450],"flat":[2500,10000],"annual":[2500,2500]},"sourceSentences":{"flat":"We charge a fixed fee for financial planning services, which generally ranges between $2,500.00 $10,000.00 depending on the complexity and scope of the plan.","hourly":"We charge a non-negotiable hourly fee for our financial consulting service, which ranges from $200 to $450 per hour based upon the role of the employee performing the work.","annual":"Our advisory fees for these customized services will begin at $2,500 per year and are negotiated with the plan sponsor or named fiduciary on a case-by-case basis based on Sapiat’s role in the plan and the complexity of the service."},"brochureDate":"8/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054532","page":"https://plannerfees.com/planners/sapiat-asset-management-llc-282647/"},{"crd":324899,"name":"Sapient Capital LLC","city":"Indianapolis","state":"IN","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"The Advisor requires a minimum annual fee of $10,000, which may be reduced at the Advisor’s sole discretion."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056580","page":"https://plannerfees.com/planners/sapient-capital-llc-324899/"},{"crd":155361,"name":"Sapling Wealth Management","city":"Seattle","state":"WA","fees":{"hourly":[400,400],"flat":[4000,4000]},"sourceSentences":{"hourly":"The Adviser’s hourly fee will be billed at a rate of $400 per hour and will be negotiated and agreed upon by the parties in advance.","flat":"A standard financial plan is priced at a fixed fee of $4,000-12,000 for approximately 10-30 hours of work."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019826","page":"https://plannerfees.com/planners/sapling-wealth-management-155361/"},{"crd":119514,"name":"Saposh & Malter, Inc.","city":"White Plains","state":"NY","fees":{"hourly":[425,425]},"sourceSentences":{"hourly":"Fees for a separate financial plan are negotiated at the time of the engagement for such services and are normally based on an hourly fee of $425."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023541","page":"https://plannerfees.com/planners/saposh-malter-inc-119514/"},{"crd":341280,"name":"Sapphire Wealth Advisory","city":"Westminster","state":"CA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed financial planning fees generally range from $1,000 to $10,000, depending on the scope of services and the complexity of the client’s financial situation."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040969","page":"https://plannerfees.com/planners/sapphire-wealth-advisory-341280/"},{"crd":284007,"name":"Sapphire Wealth Consulting, Inc.","city":"Ponte Vedra Beach","state":"FL","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"The rate for a flat retirement planning review is $5,000."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011090","page":"https://plannerfees.com/planners/sapphire-wealth-consulting-inc-284007/"},{"crd":282779,"name":"Sapphire Wealth Planning LLC","city":"Overland Park","state":"KS","fees":{"quarterly":[1025,1025],"annual":[4100,4100]},"sourceSentences":{"annual":"Comprehensive Financial Planning & Portfolio Management SWP charges a fixed annual fee of $4,100 for the client’s financial plan.","quarterly":"(i) clients may choose to pay a quarterly fee of $1,025; or (ii) clients may choose to pay an upfront fee of up to $1,000 and an ongoing monthly fee with the remaining balance divided by 12."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=922790","page":"https://plannerfees.com/planners/sapphire-wealth-planning-llc-282779/"},{"crd":112021,"name":"Saratoga Capital Management, LLC","city":"Avondale","state":"AZ","fees":{"quarterly":[500,500]},"sourceSentences":{"quarterly":"Fees are charged quarterly in arrears, based on the plan’s quarter-end AUM, and SCM’s services are subject to a minimum quarterly fee of $500."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029672","page":"https://plannerfees.com/planners/saratoga-capital-management-llc-112021/"},{"crd":123457,"name":"Sard Wealth Managment Group, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[250,500],"flat":[500,10000]},"sourceSentences":{"hourly":"Hourly fees range from $250 to $500 per hour.","flat":"Fixed fees range from $500 to $10,000 per engagement."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007848","page":"https://plannerfees.com/planners/sard-wealth-managment-group-llc-123457/"},{"crd":330176,"name":"Sarkor Financial Advisors","city":"Bloomfield","state":"NJ","fees":{"hourly":[350,500],"flat":[2500,4000],"annual":[7500,7500]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront fee of $2,500 - $4,000 depending on complexity and the needs of the Client and an ongoing annual fee beginning at $7,500 for individuals, $9,600 for couples and $12,000 for small businesses.","annual":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront fee of $2,500 - $4,000 depending on complexity and the needs of the Client and an ongoing annual fee beginning at $7,500 for individuals, $9,600 for couples and $12,000 for small businesses.","hourly":"Fees for this service may be paid by electronic funds transfer, debit/credit card or by check mailed to our address. ​ In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will…"},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020150","page":"https://plannerfees.com/planners/sarkor-financial-advisors-330176/"},{"crd":168399,"name":"Sarsi, LLC","city":"West New York","state":"NJ","fees":{"hourly":[350,350],"annual":[5000,5000]},"sourceSentences":{"annual":"Clients that pay our minimum fee of $5,000 per year are offered ongoing financial planning services as part of the asset-based fee.","hourly":"Fees incurred prior to the date of termination will be calculated at an hourly rate of $350 depending upon the complexity of the situation and the needs of the client."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049144","page":"https://plannerfees.com/planners/sarsi-llc-168399/"},{"crd":109344,"name":"Sather Financial Group, Inc.","city":"Victoria","state":"TX","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The typical fee for services of this nature is $350 per hour."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057473","page":"https://plannerfees.com/planners/sather-financial-group-inc-109344/"},{"crd":115592,"name":"Satori Financial LLC","city":"Seattle","state":"WA","fees":{"hourly":[400,400],"annual":[1000,2500]},"sourceSentences":{"hourly":"SATORI’s current hourly rate is $400.","annual":"In some cases, SATORI may require an initial retainer of $1,000 to $2,500 and bills its fees against the retainer."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030106","page":"https://plannerfees.com/planners/satori-financial-llc-115592/"},{"crd":287979,"name":"Satori Wealth Management, Inc.","city":"San Diego","state":"CA","fees":{"flat":[4000,15000]},"sourceSentences":{"flat":"For our Project-Based Financial Planning Services, we charge a one-time fixed fee, typically ranging between $4,000 and $15,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034769","page":"https://plannerfees.com/planners/satori-wealth-management-inc-287979/"},{"crd":143519,"name":"Satovsky Asset Management LLC","city":"New York","state":"NY","fees":{"quarterly":[2500,2500]},"sourceSentences":{"quarterly":"The Firm has a minimum quarterly fee of the higher of $2,500 or the quarterly fee billed on market value of assets under management."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036740","page":"https://plannerfees.com/planners/satovsky-asset-management-llc-143519/"},{"crd":330604,"name":"Saubel Financial Group","city":"York","state":"PA","fees":{"hourly":[450,450],"flat":[10000,10000]},"sourceSentences":{"hourly":"Financial planning services are offered based on an hourly rate, not to exceed $450 per hour.","flat":"Financial planning services are offered based on a fixed fee, not to exceed $10,000, depending on the complexity of the engagement."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039781","page":"https://plannerfees.com/planners/saubel-financial-group-330604/"},{"crd":167114,"name":"Saunders Financial LLC","city":"Livonia","state":"MI","fees":{"hourly":[415,415]},"sourceSentences":{"hourly":"ONE-TIME HOURLY FINANCIAL PLANNING AGREEMENT Financial plans are provided at an hourly rate of $415.00 per hour."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053697","page":"https://plannerfees.com/planners/saunders-financial-llc-167114/"},{"crd":121794,"name":"Savant Investment Advisers, Inc.","city":"Homewood","state":"IL","fees":{"hourly":[75,175]},"sourceSentences":{"hourly":"Ranges from $75 - $175 per-hour, depending on the nature and complexity of each client’s circumstances."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006417","page":"https://plannerfees.com/planners/savant-investment-advisers-inc-121794/"},{"crd":107271,"name":"Savant Wealth Management","city":"Rockford","state":"IL","fees":{"hourly":[100,500],"flat":[250,10000]},"sourceSentences":{"flat":"The typical fixed base services range in cost from $250 to $10,000.","hourly":"We also provide financial consulting on specific topics with fees that range from $100 to $500 per hour depending on the topic and the professional providing the services."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053399","page":"https://plannerfees.com/planners/savant-wealth-management-107271/"},{"crd":340202,"name":"Savi Finance","city":"San Francisco","state":"CA","fees":{"hourly":[375,375],"monthly":[250,1000],"quarterly":[1500,1500]},"sourceSentences":{"monthly":"The monthly fee ranges from $250 to $1,000 and is fixed at the outset of the engagement.","hourly":"Hourly financial planning is available at a rate of $375 per hour.","quarterly":"A client paying $1,500 per quarter who terminates effective the 30th day of a 91-day quarter would receive a refund of $1,500 × 61/91, or $1,005.49."},"brochureDate":"8/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055042","page":"https://plannerfees.com/planners/savi-finance-340202/"},{"crd":142756,"name":"Savings Coach, LLC","city":"Troy","state":"MI","fees":{"flat":[250,250]},"sourceSentences":{"flat":"The minimum hourly planning fee is $250."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028825","page":"https://plannerfees.com/planners/savings-coach-llc-142756/"},{"crd":169196,"name":"Savvi Financial LLC","city":"Waltham","state":"MA","fees":{"flat":[1500,1500],"quarterly":[1250,1250]},"sourceSentences":{"flat":"The fee for financial life planning run from as low as $1,500 up to $5,000 or greater, depending on the complexity of the Client’s financial situation.","quarterly":"Typically, the quarterly fee will be $1250, though it may range from as low as $250 to $5,000 or more, depending on the plan’s complexity."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009130","page":"https://plannerfees.com/planners/savvi-financial-llc-169196/"},{"crd":119193,"name":"Sax Wealth Advisors, LLC","city":"Parsippany","state":"NJ","fees":{"hourly":[300,300],"flat":[2500,50000]},"sourceSentences":{"flat":"Financial planning fees will be charged as a fixed fee generally ranging from $2,500 to $50,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client. 2.","hourly":"Under very limited circumstances Financial Planning fees will be charged on an hourly basis at a rate of $300.00 per hour and upon mutual agreement with the client."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045754","page":"https://plannerfees.com/planners/sax-wealth-advisors-llc-119193/"},{"crd":311687,"name":"Saxon Financial Group","city":"Houston","state":"TX","fees":{"hourly":[150,250],"flat":[1700,1700]},"sourceSentences":{"hourly":"Fees for hourly Financial Planning typically range from $150 to $250 an hour.","flat":"Estate Planning Document Generation – Saxon Financial Group offers estate planning document generation services as an additional service under financial planning for a one-time flat fee of either $1,700 per household or $1,000 per individual."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017345","page":"https://plannerfees.com/planners/saxon-financial-group-311687/"},{"crd":308391,"name":"SBC Investment Management, LLC","city":"Scottsdale","state":"AZ","fees":{"flat":[2500,25000]},"sourceSentences":{"flat":"Our financial planning fees are calculated and charged on a fixed fee basis, typically ranging from $2,500 to $25,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032385","page":"https://plannerfees.com/planners/sbc-investment-management-llc-308391/"},{"crd":305201,"name":"SC Wealth Advisors","city":"Oakbrook Terrace","state":"IL","fees":{"hourly":[250,250],"flat":[750,750]},"sourceSentences":{"flat":"The fixed fee for Basic services is $750.","hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058431","page":"https://plannerfees.com/planners/sc-wealth-advisors-305201/"},{"crd":321728,"name":"Scaled Finance LLC","city":"Renton","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our hourly rate is $250 unless limited by regulation or an existing Client agreement."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014605","page":"https://plannerfees.com/planners/scaled-finance-llc-321728/"},{"crd":121206,"name":"Scarsdale Investment Group, LTD.","city":"Blue Bell","state":"PA","fees":{"hourly":[200,300],"monthly":[1750,3741]},"sourceSentences":{"monthly":"The fixed fee for these services generally ranges between an effective rate of $1,750 per month and $3,741 per month, which are due monthly or quarterly in advance, as indicated in the agreement.","hourly":"Scarsdale’s planning and consulting fees are negotiable but generally range from $200.00 to $300.00 on an hourly rate basis, depending upon the level and scope of the service required."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050039","page":"https://plannerfees.com/planners/scarsdale-investment-group-ltd-121206/"},{"crd":338175,"name":"Schabell Financial, LLC","city":"Naperville","state":"IL","fees":{"flat":[750,750]},"sourceSentences":{"flat":"For stand-alone financial planning services, SFL charges a flat fee of $750 per financial plan or portfolio evaluation."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049179","page":"https://plannerfees.com/planners/schabell-financial-llc-338175/"},{"crd":133697,"name":"Schaeffer Financial LLC","city":"Rockville","state":"MD","fees":{"flat":[875,875]},"sourceSentences":{"flat":"ITEM 5 FEES & COMPENSATION Financial Planning Fee For the financial planning session where we discuss your financial needs and review the data you brought to the meeting, we will charge a negotiable fixed fee not to exceed $875."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013236","page":"https://plannerfees.com/planners/schaeffer-financial-llc-133697/"},{"crd":138463,"name":"Schaffer & Company Asset Management, Inc.","city":"Jacksonville","state":"FL","fees":{"hourly":[330,330]},"sourceSentences":{"hourly":"Fees or Expenses In addition to portfolio management fees listed above, additional services such as comprehensive financial planning, tax planning, estate planning, 529 plans, general consultation outside of investment advisory services related to portfolio management, etc. shall be billed at $330 per hour or fixed…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039224","page":"https://plannerfees.com/planners/schaffer-company-asset-management-inc-138463/"},{"crd":118171,"name":"Scharl Advisory Services, Inc.","city":"Hillsborough","state":"NC","fees":{"annual":[3000,3000]},"sourceSentences":{"annual":"Soft Dollars SCHARL ADVISORY SERVICES, INC. receives a software maintenance credit of about $3,000 per year from Charles Schwab & Company because some client assets are custodied at Schwab."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030634","page":"https://plannerfees.com/planners/scharl-advisory-services-inc-118171/"},{"crd":337315,"name":"Schayot Financial LLC","city":"Metairie","state":"LA","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"hourly":"Financial Planning and Consulting Fee Schedule Hourly $250 per hour Fixed Fee $1,000 - $10,000 5 FEE BILLING & PAYMENT Our asset management fees are annual fees and are paid quarterly in advance.","flat":"Financial Planning and Consulting Fee Schedule Hourly $250 per hour Fixed Fee $1,000 - $10,000 5 FEE BILLING & PAYMENT Our asset management fees are annual fees and are paid quarterly in advance."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023894","page":"https://plannerfees.com/planners/schayot-financial-llc-337315/"},{"crd":157066,"name":"Schemco, LLC","city":"Westport","state":"CT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $250."},"brochureDate":"10/9/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=927309","page":"https://plannerfees.com/planners/schemco-llc-157066/"},{"crd":283281,"name":"Schenkelberg Investments, LLC","city":"Omaha","state":"NE","fees":{"hourly":[100,100],"flat":[2000,2000]},"sourceSentences":{"hourly":"An hourly fee of $100 per hour is charged by Schenkelberg Investments for financial planning services under Schenkelberg Investments, LLC Page 12 Form ADV Part 2A:","flat":"The maximum fixed fee is generally no more than $2,000."},"brochureDate":"1/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001775","page":"https://plannerfees.com/planners/schenkelberg-investments-llc-283281/"},{"crd":328084,"name":"Schmidt Wealth Management, L.L.C.","city":"Lawrenceburg","state":"IN","fees":{"hourly":[0,250],"flat":[0,10000],"monthly":[1562,1562]},"sourceSentences":{"monthly":"Total Monthly Fee: $1,562.50.","flat":"The negotiated fixed rate for creating client financial plans is between $0 and $10,000.","hourly":"The negotiated hourly fee for these services is between $0 and $250."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019948","page":"https://plannerfees.com/planners/schmidt-wealth-management-l-l-c-328084/"},{"crd":344219,"name":"Schneider Wealth Management LLC","city":"Omaha","state":"NE","fees":{"flat":[1000,15000]},"sourceSentences":{"flat":"COMPREHENSIVE FINANCIAL PLANNING SWM charges a negotiable fixed annual fee that ranges from $1,000 to $15,000 for comprehensive financial planning 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“Additional…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037203","page":"https://plannerfees.com/planners/schreier-financial-llc-148838/"},{"crd":322497,"name":"Schreiner Financial Solutions","city":"Aberdeen","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice services are $250 per hour, billed in 6-minute increments."},"brochureDate":"6/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048996","page":"https://plannerfees.com/planners/schreiner-financial-solutions-322497/"},{"crd":343445,"name":"Schubert Financial LLC","city":"Coatesville","state":"PA","fees":{"hourly":[200,200],"flat":[1000,3500]},"sourceSentences":{"flat":"The Firm charges a flat fee ranging from $1,000 for a basic, single-goal plan to $3,500 for a comprehensive plan, depending on scope and 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$100,000."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047629","page":"https://plannerfees.com/planners/schwallier-wealth-management-143329/"},{"crd":127313,"name":"Schwan Financial Advisors, LLC","city":"Aberdeen","state":"SD","fees":{"hourly":[125,450],"flat":[500,250000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $500 - $250,000, depending on the nature and complexity of each client’s circumstances.","hourly":"On an hourly basis, ranging from $125 - $450 per hour, depending on the nature and complexity of each client’s circumstances, as well as the experience and qualifications of the individual conducting the work."},"brochureDate":"9/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059068","page":"https://plannerfees.com/planners/schwan-financial-advisors-llc-127313/"},{"crd":147384,"name":"Schwarz Dygos Wheeler Investment Advisors LLC","city":"Minneapolis","state":"MN","fees":{"hourly":[250,500],"flat":[1000,10000]},"sourceSentences":{"flat":"SDW will charge a fixed fee that ranges from $1,000.00 to $10,000.00, for broad based planning services.","hourly":"SDW charges an hourly fee ranging from $250 to $500 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021002","page":"https://plannerfees.com/planners/schwarz-dygos-wheeler-investment-advisors-llc-147384/"},{"crd":324543,"name":"Scientific Financial","city":"Pearland","state":"TX","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"Financial Advice - Hourly Our hourly rate is $200 to $400 based on complexity."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044722","page":"https://plannerfees.com/planners/scientific-financial-324543/"},{"crd":334402,"name":"Scipio Financial LLC","city":"Summerville","state":"SC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly fees are $250 per hour."},"brochureDate":"5/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044506","page":"https://plannerfees.com/planners/scipio-financial-llc-334402/"},{"crd":297761,"name":"Scissortail Wealth Management, LLC","city":"Tulsa","state":"OK","fees":{"flat":[250,30000]},"sourceSentences":{"flat":"We charge a fixed fee for financial planning services, which generally ranges between $250 and $30,000 and will be documented in a financial planning agreement between you and us."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032800","page":"https://plannerfees.com/planners/scissortail-wealth-management-llc-297761/"},{"crd":117781,"name":"SCN Capital Management","city":"Woodbridge","state":"VA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Rate: $150 per Hour, $300 minimum for Financial Advisory Consulting Services Calendar Year End Financial Statements: $100 per Year Fee Schedule - Investment Advisory Services:"},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003426","page":"https://plannerfees.com/planners/scn-capital-management-117781/"},{"crd":179534,"name":"Scope Wealth Management","city":"Denver","state":"CO","fees":{"hourly":[150,150],"flat":[2500,2500]},"sourceSentences":{"hourly":"Our hourly rate is $150 per hour.","flat":"We create comprehensive standalone financial plans for $2,500."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017250","page":"https://plannerfees.com/planners/scope-wealth-management-179534/"},{"crd":166650,"name":"Scott and Associates of Texas, Inc.","city":"Garland","state":"TX","fees":{"hourly":[300,300],"flat":[500,5000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $5,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019976","page":"https://plannerfees.com/planners/scott-and-associates-of-texas-inc-166650/"},{"crd":134243,"name":"Scott Anderson Financial, Inc.","city":"Newport 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relevant."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055314","page":"https://plannerfees.com/planners/scott-braddock-financial-llc-340418/"},{"crd":307980,"name":"Scott Capital Advisors, LLC","city":"Portland","state":"OR","fees":{"flat":[7500,7500]},"sourceSentences":{"flat":"Flat fees will not exceed $7,500."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005695","page":"https://plannerfees.com/planners/scott-capital-advisors-llc-307980/"},{"crd":329052,"name":"Scott Financial Resources LLC","city":"Hanover","state":"PA","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The rate for creating client financial plans range from $500 to $5,000."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048438","page":"https://plannerfees.com/planners/scott-financial-resources-llc-329052/"},{"crd":285907,"name":"Scottsdale Wealth Advisory LLC","city":"Paradise Valley","state":"AZ","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"The fee for financial planning and consulting services is $1,500."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055341","page":"https://plannerfees.com/planners/scottsdale-wealth-advisory-llc-285907/"},{"crd":169248,"name":"Scottsdale Wealth Planning, Inc.","city":"Scottsdale","state":"AZ","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Generally, the Advisor will impose a minimum fee of $5,000 for financial planning services, which may be waived at the discretion of the Advisor."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023012","page":"https://plannerfees.com/planners/scottsdale-wealth-planning-inc-169248/"},{"crd":139591,"name":"Scout Financial Planning","city":"Grayling","state":"MI","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice services are $100 per hour, billed in six minute increments."},"brochureDate":"3/30/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=968027","page":"https://plannerfees.com/planners/scout-financial-planning-139591/"},{"crd":310849,"name":"SCS","city":"Bellevue","state":"WA","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"For plans enrolled in SCS Education & Wellness, SCS may charge a per participant fee in the amount of $7 per participant annually, a flat fee in the amount of $2,000 up to 500 employees, and $5,000 up to 1,000 employees."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027483","page":"https://plannerfees.com/planners/scs-310849/"},{"crd":132592,"name":"SD Perron & Co. 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increments.","quarterly":"Fixed fees range between $1,000 to $5,000 per quarter and are charged quarterly in advance."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024761","page":"https://plannerfees.com/planners/sdm-advisors-llc-170014/"},{"crd":140325,"name":"SDM Investments, LLC","city":"Merrillville","state":"IN","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"SDM assesses an hourly rate of $150.00 for consulting related services and/or modular financial planning."},"brochureDate":"3/31/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=839683","page":"https://plannerfees.com/planners/sdm-investments-llc-140325/"},{"crd":315726,"name":"Sea Change Financial Planning","city":"Point Pleasant","state":"NJ","fees":{"hourly":[250,250],"flat":[500,500]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $100-500 per quarter, depending on complexity.","hourly":"Financial Planning engagements are o ered at an hourly rate of $250.00 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039149","page":"https://plannerfees.com/planners/sea-change-financial-planning-315726/"},{"crd":160133,"name":"Sea Clear Financial Planning, LLC","city":"Brielle","state":"NJ","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"The client shall pay Sea Clear Financial Planning a one-time initial engagement fee of $5,000.00 for the development and presentation of a customized financial plan.","hourly":"The fee is calculated based on Sea Clear Financial’s hourly rate of $250.00 as well as the anticipated complexity of reviewing and analyzing the client’s financial 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Portfolio Value Financial Planning (no Portfolio Management) $0 - $3,000,000 $6,000/year Over $3,000,000 Contact Seagrass Financial for a custom quote Seagrass Financial, LLC Form ADV Part 2 – February 26, 2026 Fee…","hourly":"In the event of termination during the first three months of the advisory relationship, the client will be billed for the hours worked at a rate of $300.00 per hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017350","page":"https://plannerfees.com/planners/seagrass-financial-llc-281256/"},{"crd":321861,"name":"Sealex Advisory, LLC","city":"Tampa","state":"FL","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and 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$20,000."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055304","page":"https://plannerfees.com/planners/secure-financial-management-169278/"},{"crd":141195,"name":"Secure Investment Management, LLC","city":"Tucson","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial planning are charged hourly at $250 per hour, with a minimum charge of $1,250 or a 5-hour minimum."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053693","page":"https://plannerfees.com/planners/secure-investment-management-llc-141195/"},{"crd":156574,"name":"Secure Retirement Advisors, LLC","city":"Eloy","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on an hourly fee of $250 per hour with a minimum fee of $250."},"brochureDate":"8/4/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=855690","page":"https://plannerfees.com/planners/secure-retirement-advisors-llc-156574/"},{"crd":144239,"name":"Secured Retirement Advisors, LLC","city":"St Louis Park","state":"MN","fees":{"hourly":[500,500],"flat":[500,25000]},"sourceSentences":{"flat":"- Item 5 Financial Planning Service Fees Our firm may charge a fixed fee for broad-based financial planning services, which ranges between $500 - $25,000 depending upon the complexity and scope of the plan, your financial situation, and your individual objectives.","hourly":"Our hourly rate for such services is $500 per hour and is negotiable depending on the scope and complexity of the plan, your specific situation, and your investment goals and 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$300."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007585","page":"https://plannerfees.com/planners/sef-financial-173923/"},{"crd":166187,"name":"Sefton Financial Planning","city":"Sacramento","state":"CA","fees":{"hourly":[150,150],"flat":[2500,2500]},"sourceSentences":{"hourly":"Fees are based on an hourly rate of $150 per hour, billed in 6 minute increments.","flat":"Fixed fees range from a minimum of $2,500 up to $12,000 annually."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019551","page":"https://plannerfees.com/planners/sefton-financial-planning-166187/"},{"crd":304193,"name":"Sego Wealth Management, LLC","city":"Collierville","state":"TN","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is 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the rate of $300 per month.","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge ranging between $2,000 and $4,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $300 per month.","hourly":"Based Financial Planning Fixed Fee Financial Planning will generally be offered at an hourly rate of $250 per hour, depending on complexity."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=947934","page":"https://plannerfees.com/planners/select-investment-services-331739/"},{"crd":299822,"name":"Selhorst Services Inc.","city":"Perrysburg","state":"OH","fees":{"hourly":[200,200],"flat":[1950,1950]},"sourceSentences":{"flat":"Financial Planning and Advisor Services: $1,950 initial financial plan set up regarding retirement, estate financial planning, investment allocation, tax optimization, educational investment, and/or legacy planning.","hourly":"The amount of the refund is determined by the amount that was paid in advance less $200 per hour for any time already worked."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999697","page":"https://plannerfees.com/planners/selhorst-services-inc-299822/"},{"crd":173605,"name":"Selkirk Wealth Advisors, LLC","city":"Spokane","state":"WA","fees":{"hourly":[375,375],"flat":[3000,3000]},"sourceSentences":{"flat":"Our typical planning fee is $3,000, but your fee may be more or less than this, depending on the plan’s complexity.","hourly":"Our hourly rate is $375."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024135","page":"https://plannerfees.com/planners/selkirk-wealth-advisors-llc-173605/"},{"crd":289240,"name":"Selleck Financial 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scope…"},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029689","page":"https://plannerfees.com/planners/sensible-money-llc-158641/"},{"crd":161132,"name":"Sentara Capital","city":"Marietta","state":"GA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The rate is $150 per hour that will be billed in 15-minute (quarter-hour) increments."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006604","page":"https://plannerfees.com/planners/sentara-capital-161132/"},{"crd":292766,"name":"Sentient Financial, LLC","city":"Laguna Niguel","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our rate is $200 per hour; billed in 15minute increments, and partial increments will be treated as a whole 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$2,500 annually, based on the complexity of your financial situation.","hourly":"Financial Planning and Consulting Services One-hour Financial Planning and Consulting Services sessions are offered on an hourly basis at $125 per hour."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056775","page":"https://plannerfees.com/planners/seren-wealth-advisors-llc-282770/"},{"crd":307709,"name":"Serendib Capital Management LLC","city":"Coppell","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING SCM charges an hourly fee of $200 for financial planning."},"brochureDate":"1/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005463","page":"https://plannerfees.com/planners/serendib-capital-management-llc-307709/"},{"crd":309433,"name":"Serene Point Advisors LLC","city":"Lake 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services."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045613","page":"https://plannerfees.com/planners/service-one-financial-149137/"},{"crd":338344,"name":"Seva Wealth Management","city":"Centennial","state":"CO","fees":{"hourly":[150,150],"flat":[250,10000]},"sourceSentences":{"flat":"Comprehensive Financial Plan SWM charges a fixed fee of $250 - $10,000 based on complexity and unique Client needs for comprehensive financial plans.","hourly":"Consultation Services SWM charges a standard hourly fee of $150 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033516","page":"https://plannerfees.com/planners/seva-wealth-management-338344/"},{"crd":175280,"name":"Seven Hills Capital Advisors","city":"Cincinnati","state":"OH","fees":{"hourly":[175,175],"flat":[300,1250]},"sourceSentences":{"hourly":"Seven Hills Capital Advisors provides a comprehensive financial plan for an hourly fee of $175 or a fixed fee of $300 - $1250, which may be negotiable depending upon the nature and complexity of the client's circumstances.","flat":"Seven Hills Capital Advisors provides a comprehensive financial plan for an hourly fee of $175 or a fixed fee of $300 - $1250, which may be negotiable depending upon the nature and complexity of the client's circumstances."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013384","page":"https://plannerfees.com/planners/seven-hills-capital-advisors-175280/"},{"crd":143190,"name":"Seven Hills Financial, LLC","city":"Tallahassee","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial life planning services are offered at an hourly rate not to exceed $250 an 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which may be negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057830","page":"https://plannerfees.com/planners/sevenbridge-financial-group-llc-281037/"},{"crd":338710,"name":"Sevenwealth LLC","city":"Longmont","state":"CO","fees":{"flat":[7000,7000],"monthly":[1000,1000]},"sourceSentences":{"flat":"- 3- LIFE AND FINANCIAL PLANNING SevenWealth charges a negotiable fixed fee of $7,000 for financial planning.","monthly":"Fees for financial plans are due $1,000 upon commencement of the Advisory Agreement and $1,000 per month in arrears thereafter until paid in full."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013898","page":"https://plannerfees.com/planners/sevenwealth-llc-338710/"},{"crd":166567,"name":"Severin Investments 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Advisory Fee Payable Personal Financial Profile Fixed Fee $500 – $750 Payable upon execution of the advisory agreement upon presentation of an invoice Personal Financial Analysis Fixed Fee $1,000 – $4,000 Payable upon execution of the advisory agreement upon presentation of an invoice Limited Consulting…","hourly":"Service Advisory Fee Payable Personal Financial Profile Fixed Fee $500 – $750 Payable upon execution of the advisory agreement upon presentation of an invoice Personal Financial Analysis Fixed Fee $1,000 – $4,000 Payable upon execution of the advisory agreement upon presentation of an invoice Limited Consulting…"},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=946522","page":"https://plannerfees.com/planners/severn-financial-advisors-llc-121625/"},{"crd":172459,"name":"Sewickley Financial LLC","city":"Sewickley","state":"PA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The 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calculated and charged on an hourly basis at a rate of $ 460 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021961","page":"https://plannerfees.com/planners/sfc-financial-llc-129817/"},{"crd":285785,"name":"SFG Wealth Management","city":"Towson","state":"MD","fees":{"hourly":[400,400],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $400.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019593","page":"https://plannerfees.com/planners/sfg-wealth-management-285785/"},{"crd":286042,"name":"SFM Financial Advisors LLC","city":"Vancouver","state":"WA","fees":{"hourly":[219,219]},"sourceSentences":{"hourly":"Structure Comprehensive Planning Hourly Planning (legacy Clients only) Quoted $219/hour There are never fees for an initial consultation."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=967660","page":"https://plannerfees.com/planners/sfm-financial-advisors-llc-286042/"},{"crd":334710,"name":"SG Financial","city":"Henderson","state":"NV","fees":{"monthly":[200,500]},"sourceSentences":{"monthly":"Fee: $200 - $500 per month flat retainer."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047617","page":"https://plannerfees.com/planners/sg-financial-334710/"},{"crd":181524,"name":"SG Securities, LLC","city":"Flemington","state":"NJ","fees":{"hourly":[500,500],"flat":[2500,2500]},"sourceSentences":{"flat":"AND CONSULTING SG charges a flat fee of $2,500 for financial planning services with annual updates of financial plans billed at a fee of $500 per hour.","hourly":"AND CONSULTING SG charges a flat fee of $2,500 for financial planning services with annual updates of financial plans billed at a fee of $500 per hour."},"brochureDate":"8/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054903","page":"https://plannerfees.com/planners/sg-securities-llc-181524/"},{"crd":284067,"name":"SGH Wealth Management","city":"Lathrup Village","state":"MI","fees":{"hourly":[225,225],"flat":[300,1000]},"sourceSentences":{"flat":"The fixed fees range between $300 and $1,000.","hourly":"We assess an hourly rate of $225 an hour for financial planning services with a minimum of two hours per engagement."},"brochureDate":"2/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005513","page":"https://plannerfees.com/planners/sgh-wealth-management-284067/"},{"crd":158023,"name":"SGL Financial, LLC","city":"Buffalo Grove","state":"IL","fees":{"hourly":[250,250],"flat":[250,5000]},"sourceSentences":{"flat":"The typical fixed base services may range in cost from $250 to $5,000.","hourly":"Approximately 1 – 2 hours at the hourly rate of $250."},"brochureDate":"5/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045382","page":"https://plannerfees.com/planners/sgl-financial-llc-158023/"},{"crd":139552,"name":"SGMG Enterprise LLC","city":"Houston","state":"TX","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Fee for the financial plan ranges from a minimum of $1000 to a maximum of $2500 depending on complexity."},"brochureDate":"9/19/2016","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=400585","page":"https://plannerfees.com/planners/sgmg-enterprise-llc-139552/"},{"crd":162066,"name":"Shadowridge Asset Management, LLC","city":"Austin","state":"TX","fees":{"hourly":[200,200],"flat":[1995,1995]},"sourceSentences":{"flat":"Fees for financial planning are due upon signing the agreement and are as follows:  Focused Financial Goal $995  Financial Planning & Organization $1995  Advanced Financial Design $2995 You may cancel within five (5) business days of signing this Agreement for a full refund.","hourly":"FINANCIAL CONSULTING Financial consulting services are offered based on a negotiable hourly rate of $200 per hour based on complexity and unique client needs."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020922","page":"https://plannerfees.com/planners/shadowridge-asset-management-llc-162066/"},{"crd":150106,"name":"Shaffer Capital","city":"Westerville","state":"OH","fees":{"hourly":[300,300],"flat":[500,500]},"sourceSentences":{"flat":"Financial planning fees start at $500 and will increase based on the complexity of the Financial Plan “Plan”.","hourly":"Fees for Investment Policy Statement (IPS) creation, review, and updates; and Assistance to the Plan Sponsor in the review and evaluation of the Plan, Plan provisions, and service providers will be billed and hourly rate of $300 per hour. 3."},"brochureDate":"5/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046235","page":"https://plannerfees.com/planners/shaffer-capital-150106/"},{"crd":291763,"name":"Shah Tax and Financial Planning","city":"Frisco","state":"TX","fees":{"hourly":[175,175],"flat":[1000,3000],"monthly":[500,750],"annual":[3000,3000]},"sourceSentences":{"flat":"The service consists of an initial planning fee ranging from $1000 - $3,000, and an ongoing annual fee ranging from $500 - $750 per month.","monthly":"The service consists of an initial planning fee ranging from $1000 - $3,000, and an ongoing annual fee ranging from $500 - $750 per month.","annual":"The standard ongoing annual fee is $3,000, but clients may be eligible for potential discounts based on their pre-tax household income and the complexity of their financial situation in order to make the service more affordable and accessible.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $175 per hour."},"brochureDate":"2/29/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=882116","page":"https://plannerfees.com/planners/shah-tax-and-financial-planning-291763/"},{"crd":340644,"name":"Shah Wealth Advisors","city":"Chino Hills","state":"CA","fees":{"flat":[3500,20000]},"sourceSentences":{"flat":"Clients that are receiving financial planning services only and investment management services clients subject to a financial planning services fee are charged a fixed fee ranging from $3,500 to $20,000, depending upon the complexity of the services provided."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053542","page":"https://plannerfees.com/planners/shah-wealth-advisors-340644/"},{"crd":329137,"name":"Shammas Financial Planning","city":"Wilmington","state":"NC","fees":{"hourly":[349,349],"flat":[499,2999],"monthly":[349,698]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $349 to $698 monthly.","flat":"Fixed fee rates range between $499 to $2999.","hourly":"Our hourly rate is $349."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030601","page":"https://plannerfees.com/planners/shammas-financial-planning-329137/"},{"crd":120801,"name":"Shapiro Financial Security Group, Inc.","city":"Hazlet","state":"NJ","fees":{"hourly":[70,350],"flat":[1000,7500]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $1,000 to $7,500 on a fixed fee basis and/or from $70 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but generally range from $1,000 to $7,500 on a fixed fee basis and/or from $70 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=906863","page":"https://plannerfees.com/planners/shapiro-financial-security-group-inc-120801/"},{"crd":342423,"name":"Shariawiz Advisory","city":"Folsom","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"For short one-time investment advisory and financial planning consulting services, the Advisor charges an hourly fee of $500 per hour which is negotiable."},"brochureDate":"8/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056272","page":"https://plannerfees.com/planners/shariawiz-advisory-342423/"},{"crd":106050,"name":"Sharkey Howes & Javer Inc","city":"Denver","state":"CO","fees":{"flat":[2000,15000]},"sourceSentences":{"flat":"The charge for us to develop your personal financial plan is billed by the project and may range between $2,000 and $15,000 dollars depending upon the complexity of your situation."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042622","page":"https://plannerfees.com/planners/sharkey-howes-javer-inc-106050/"},{"crd":342877,"name":"Sharma Everyday Finance","city":"Oakland","state":"CA","fees":{"hourly":[125,225]},"sourceSentences":{"hourly":"Rate $125 $175 $225 Fees are: ●​ Billed in arrears based on actual time spent in 15-minute increments ●​ Payable upon receipt unless otherwise agreed ●​ Payable by check, ACH, or other electronic means Cost Estimates We provide hourly estimates for each project or engagement."},"brochureDate":"8/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054540","page":"https://plannerfees.com/planners/sharma-everyday-finance-342877/"},{"crd":289325,"name":"Sharp Financial","city":"Horsham","state":"PA","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Hourly fees range from $150 to $300 per hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020794","page":"https://plannerfees.com/planners/sharp-financial-289325/"},{"crd":331971,"name":"Sharpedge Financial","city":"Southlake","state":"TX","fees":{"hourly":[300,300],"flat":[2500,2500],"monthly":[400,750]},"sourceSentences":{"monthly":"Additionally, to cover the ongoing review and maintenance of your financial plan, we also charge an ongoing subscription fee, typically ranging from $400 to $750 per month, but fees could be higher for clients with more complex financial situations.","hourly":"For the fixed onboarding fee, the final fee will be based on the number of hours worked during the 90-day onboarding period at the rate of $300 per hour.","flat":"Fixed fees typically start at $2,500."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015707","page":"https://plannerfees.com/planners/sharpedge-financial-331971/"},{"crd":290719,"name":"Sharpepoint, LLC","city":"Phoenix","state":"AZ","fees":{"flat":[1200,10000]},"sourceSentences":{"flat":"Fixed fees range from $1,200 to $10,000 per project."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041754","page":"https://plannerfees.com/planners/sharpepoint-llc-290719/"},{"crd":329057,"name":"Shaw Financial Solutions LLC","city":"Coral Gables","state":"FL","fees":{"flat":[750,3000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $750 and $3,000. 4 Clients may terminate the agreement without penalty, for full refund of SFS’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017016","page":"https://plannerfees.com/planners/shaw-financial-solutions-llc-329057/"},{"crd":344353,"name":"Shay Wealth Partners","city":"Marietta","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly fee services are offered based on an hourly fee of $250 per hour."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057661","page":"https://plannerfees.com/planners/shay-wealth-partners-344353/"},{"crd":126560,"name":"Sheehan Financial Advisors, LLC","city":"Brightwaters","state":"NY","fees":{"hourly":[495,495]},"sourceSentences":{"hourly":"Alternatively, clients may also be billed at our standard hourly rate of $495 per hour if they choose to engage us on an hourly fee for service arrangement."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023070","page":"https://plannerfees.com/planners/sheehan-financial-advisors-llc-126560/"},{"crd":109013,"name":"Sheeley & Partners Wealth Management, LLC","city":"Providence","state":"RI","fees":{"hourly":[200,550],"flat":[3000,5000],"annual":[5000,5000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but the Registrant generally charges between $3,000 and $5,000 on a fixed fee basis, or between $200 and $550 per hour on an hourly basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but the Registrant generally charges between $3,000 and $5,000 on a fixed fee basis, or between $200 and $550 per hour on an hourly basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","annual":"The Registrant generally imposes a minimum annual fee of $5,000 for Retirement Plan Consulting Services when billed on a fixed annual fee basis."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024505","page":"https://plannerfees.com/planners/sheeley-partners-wealth-management-llc-109013/"},{"crd":321200,"name":"Sheer Empowerment Financial, LLC","city":"Thornton","state":"NH","fees":{"hourly":[300,300],"flat":[1250,1250],"quarterly":[650,1000]},"sourceSentences":{"quarterly":"Ongoing planning fees generally range from $650 to $1,000 per quarter.","flat":"Fees for Financial Plan Refresh engagements generally begin at $1,250 and are determined based on the scope of the review and updates required.","hourly":"In limited circumstances, SEF may provide additional consulting services at an hourly rate of $300 per hour."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049533","page":"https://plannerfees.com/planners/sheer-empowerment-financial-llc-321200/"},{"crd":305832,"name":"Sheikh Investments, Inc.","city":"Columbus","state":"OH","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"These fees are negotiable, but generally range from $100 to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054078","page":"https://plannerfees.com/planners/sheikh-investments-inc-305832/"},{"crd":340316,"name":"Shellcrest Financial LLC","city":"Middleton","state":"WI","fees":{"hourly":[800,800],"flat":[30000,75000]},"sourceSentences":{"flat":"Fixed fee rates range between $30,000 to $75,000.","hourly":"Our hourly rate is $800."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055390","page":"https://plannerfees.com/planners/shellcrest-financial-llc-340316/"},{"crd":331767,"name":"Shelterbelt Advisors","city":"Red Hook","state":"NY","fees":{"hourly":[200,200],"flat":[300,900]},"sourceSentences":{"flat":"Ongoing Financial Planning GOT collects an initial fee, ranging from $300 to $900.","hourly":"Our hourly rate is $200."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024525","page":"https://plannerfees.com/planners/shelterbelt-advisors-331767/"},{"crd":335217,"name":"Sheltered Garden Financial Group LLC","city":"Boxborough","state":"MA","fees":{"flat":[1000,50000]},"sourceSentences":{"flat":"Investment Consulting Services For investment consulting engagements that fall outside the Advisor’s wealth management services, the Advisor will charge a fixed engagement fee ranging from $1,000 to $50,000."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009363","page":"https://plannerfees.com/planners/sheltered-garden-financial-group-llc-335217/"},{"crd":312686,"name":"Shelton Wealth Management, LLC","city":"Fort Worth","state":"TX","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016890","page":"https://plannerfees.com/planners/shelton-wealth-management-llc-312686/"},{"crd":307562,"name":"Shepherd Financial LLC","city":"Woodstock","state":"GA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"The Advisor also offers financial planning servies for a fixed engagement fee ranging from $2,500 to $10,000 per engagement."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004921","page":"https://plannerfees.com/planners/shepherd-financial-llc-307562/"},{"crd":169093,"name":"Shepherd Financial Partners, LLC","city":"Winchester","state":"MA","fees":{"hourly":[100,500],"flat":[2000,250000]},"sourceSentences":{"flat":"The Firm’s planning and consulting fees are negotiable but generally range from $2,000 to $250,000 on a fixed fee basis, and from $100 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"The Firm’s planning and consulting fees are negotiable but generally range from $2,000 to $250,000 on a fixed fee basis, and from $100 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029400","page":"https://plannerfees.com/planners/shepherd-financial-partners-llc-169093/"},{"crd":306021,"name":"Shepherd Street Advisors","city":"Larkspur","state":"CA","fees":{"annual":[1200,10000]},"sourceSentences":{"annual":"Annual financial plans are billed for a fixed annual fee ranging from $1,200 to $10,000, depending on the scope and complexity of the Client engagement."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016841","page":"https://plannerfees.com/planners/shepherd-street-advisors-306021/"},{"crd":335206,"name":"Shepherd's Financial LLC","city":"Knoxville","state":"TN","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003124","page":"https://plannerfees.com/planners/shepherd-s-financial-llc-335206/"},{"crd":339703,"name":"Shepherds of Capital","city":"Clearwater","state":"FL","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"Most planning engagements will be billed as a flat fee ranging from $1,500 to $5,000."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009424","page":"https://plannerfees.com/planners/shepherds-of-capital-339703/"},{"crd":170861,"name":"Sherman Asset Management, Inc.","city":"Ventura","state":"CA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Generally, rates range from $1,000 to $10,000 on a fixed fee basis."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059261","page":"https://plannerfees.com/planners/sherman-asset-management-inc-170861/"},{"crd":285007,"name":"Sherman Financial","city":"Chapel Hill","state":"NC","fees":{"hourly":[265,265]},"sourceSentences":{"hourly":"The firm charges a set rate of $265 per hour for hourly services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035714","page":"https://plannerfees.com/planners/sherman-financial-285007/"},{"crd":290219,"name":"Sherman Financial & Wealth Management","city":"Daniel Island","state":"SC","fees":{"flat":[1000,1000],"monthly":[167,167],"quarterly":[500,500],"annual":[1000,1000]},"sourceSentences":{"annual":"Please note 7 that all clients, excluding the Quick Start Plan program, must pay a minimum annual fee of $1,000.00.","flat":"Clients with less than $100,000 in assets under management will be charged a flat annual advisory fee of $1,000 that is paid on a monthly or quarterly basis, in advance.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500.00 and an ongoing annual retainer fee of $2,000 that is paid monthly or quarterly, in advance, in the amount of $167.00 per month or $500.00 per quarter.","quarterly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500.00 and an ongoing annual retainer fee of $2,000 that is paid monthly or quarterly, in advance, in the amount of $167.00 per month or $500.00 per quarter."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037156","page":"https://plannerfees.com/planners/sherman-financial-wealth-management-290219/"},{"crd":281093,"name":"Sherman Wealth Management LLC","city":"Gaithersburg","state":"MD","fees":{"hourly":[550,550],"flat":[500,3000],"annual":[1000,5000]},"sourceSentences":{"flat":"September 25, 2026 Tax Planning Services The fee for a one-time tax plan typically ranges from $500 to $3,000, half of which is payable upon initial engagement with the balance due upon the completion of a one-time tax plan.​ ​ The recurring flat fee for ongoing tax planning services typically ranges from $1,000 to…","annual":"September 25, 2026 Tax Planning Services The fee for a one-time tax plan typically ranges from $500 to $3,000, half of which is payable upon initial engagement with the balance due upon the completion of a one-time tax plan.​ ​ The recurring flat fee for ongoing tax planning services typically ranges from $1,000 to…","hourly":"Asset-based wealth management fees are also generally applied to client assets invested into privately offered pooled investment vehicles organized as exchange funds (including but not limited to Cache Exchange Funds as further described in Item 10, below), but Sherman Wealth may also charge a one time or annual…"},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059326","page":"https://plannerfees.com/planners/sherman-wealth-management-llc-281093/"},{"crd":105302,"name":"Sherrill & Hutchins Financial Advisory Inc","city":"Atlanta","state":"GA","fees":{"hourly":[350,350],"flat":[2500,2500]},"sourceSentences":{"flat":"Page 7 Financial Planning Fees When we provide financial planning services on a stand-alone basis, our planning fee is typically $2,500 for the initial plan.","hourly":"In some cases, the fee may be higher, or we may charge an hourly rate of $350."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049758","page":"https://plannerfees.com/planners/sherrill-hutchins-financial-advisory-inc-105302/"},{"crd":343674,"name":"Sherrod Wealth Management","city":"Urbandale","state":"IA","fees":{"flat":[5000,20000],"annual":[5000,20000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $5,000 and $20,000.","annual":"The negotiated fixed rate for ongoing financial planning is between $5,000 and $20,000 per year."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058903","page":"https://plannerfees.com/planners/sherrod-wealth-management-343674/"},{"crd":301329,"name":"Sherwood Financial Partners, LLC","city":"Westlake Village","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The hourly fee for these services is $500."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043387","page":"https://plannerfees.com/planners/sherwood-financial-partners-llc-301329/"},{"crd":310621,"name":"Sherwood Oak Knoll, LLC","city":"San Marino","state":"CA","fees":{"hourly":[50,350]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $50 and $350."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015823","page":"https://plannerfees.com/planners/sherwood-oak-knoll-llc-310621/"},{"crd":308958,"name":"Shetland Financial, PLLC","city":"Center Valley","state":"PA","fees":{"hourly":[200,200],"flat":[1400,1400]},"sourceSentences":{"flat":"The fee is $1,400.00 for a plan on a stand-alone basis and is due upon completion of the plan.","hourly":"If we work on an ad-hoc consulting engagement, we will charge an hourly rate of $200.00 billed at each quarter hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020741","page":"https://plannerfees.com/planners/shetland-financial-pllc-308958/"},{"crd":329628,"name":"Shift 4 Advisors, Inc.","city":"Murrieta","state":"CA","fees":{"hourly":[150,400]},"sourceSentences":{"hourly":"Financial planning and consulting engagements are generally charged at $150 to $400 per hour or as a mutually agreed fixed fee."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053645","page":"https://plannerfees.com/planners/shift-4-advisors-inc-329628/"},{"crd":312244,"name":"Shift To Impact","city":"Durham","state":"NC","fees":{"hourly":[300,300],"flat":[4000,4000]},"sourceSentences":{"flat":"An upfront fee of $4,000.00 for individuals or $5,000 for couples is due upon signing this financial planning agreement, unless another payment schedule is agreed upon.","hourly":"If cancelled after five business days, fees for time spent on the client’s plan up to that date, calculated at $300.00 per hour, will be due."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031292","page":"https://plannerfees.com/planners/shift-to-impact-312244/"},{"crd":338692,"name":"Shilla Advisory LLC","city":"Marlborough","state":"MA","fees":{"flat":[5000,20000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $5,000 and $20,000."},"brochureDate":"12/2/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997492","page":"https://plannerfees.com/planners/shilla-advisory-llc-338692/"},{"crd":296758,"name":"Shinneman Wealth Group","city":"Northbrook","state":"IL","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"ESTATE PLANNING SERVICES For clients engaging our Firm for investment advisory services, we charge a fixed fee of $1,000 for Estate Guru Support."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016698","page":"https://plannerfees.com/planners/shinneman-wealth-group-296758/"},{"crd":329816,"name":"Shipwright Advisors","city":"Burlington","state":"VT","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032218","page":"https://plannerfees.com/planners/shipwright-advisors-329816/"},{"crd":168645,"name":"Shiraishi Financial Group 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flat fees generally range from $5,000 and up."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003509","page":"https://plannerfees.com/planners/shlecter-wealth-management-llc-167973/"},{"crd":315529,"name":"Shockman Financial","city":"Fargo","state":"ND","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"For hourly engagements, we charge a mutually agreed upon hourly fee of $250 - $500, depending on the skill of the financial professional or staff person involved."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002913","page":"https://plannerfees.com/planners/shockman-financial-315529/"},{"crd":144056,"name":"Shope Advisors Group","city":"Camillus","state":"NY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Each consultation is billed at an hourly rate of $250/hour."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010734","page":"https://plannerfees.com/planners/shope-advisors-group-144056/"},{"crd":296848,"name":"Shore Point Advisors, LLC","city":"Brielle","state":"NJ","fees":{"hourly":[250,250],"flat":[3000,3000]},"sourceSentences":{"flat":"For clients with less than $500,000 in assets with our firm, we charge an annual financial planning fee of $3,000.","hourly":"For stand-alone financial planning and consulting services we charge a fixed fee that ranges between $150 - $500 and our hourly fee is $250, which is negotiable depending on the scope and complexity of the services rendered."},"brochureDate":"7/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053380","page":"https://plannerfees.com/planners/shore-point-advisors-llc-296848/"},{"crd":290121,"name":"Shorebird, LLC","city":"Newport Beach","state":"CA","fees":{"hourly":[125,125],"flat":[500,5000],"monthly":[100,500]},"sourceSentences":{"hourly":"For our hourly fee we charge a rate of $125 per hour with a minimum of two hours per engagement.","flat":"For our fixed fees, we charge between $500 to $5,000 for our financial planning services.","monthly":"We charge a monthly fee between $100 to $500 for our ongoing financial advising services."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=876971","page":"https://plannerfees.com/planners/shorebird-llc-290121/"},{"crd":283921,"name":"Shorebreak Capital, LLC","city":"Austin","state":"TX","fees":{"hourly":[250,250],"flat":[3000,3000],"monthly":[300,750],"annual":[9000,9000]},"sourceSentences":{"monthly":"Starts at $300 a month for ongoing financial planning Starts at $3,000 one-time flat fee for a comprehensive financial plan $250/hr - hourly rate for financial planning services for smaller projects Legacy Fee Arrangements Certain clients who engaged the Adviser prior to 01/2026 are charged a legacy flat advisory…","flat":"Starts at $300 a month for ongoing financial planning Starts at $3,000 one-time flat fee for a comprehensive financial plan $250/hr - hourly rate for financial planning services for smaller projects Legacy Fee Arrangements Certain clients who engaged the Adviser prior to 01/2026 are charged a legacy flat advisory…","hourly":"Starts at $300 a month for ongoing financial planning Starts at $3,000 one-time flat fee for a comprehensive financial plan $250/hr - hourly rate for financial planning services for smaller projects Legacy Fee Arrangements Certain clients who engaged the Adviser prior to 01/2026 are charged a legacy flat advisory…","annual":"Starts at $300 a month for ongoing financial planning Starts at $3,000 one-time flat fee for a comprehensive financial plan $250/hr - hourly rate for financial planning services for smaller projects Legacy Fee Arrangements Certain clients who engaged the Adviser prior to 01/2026 are charged a legacy flat advisory…"},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053033","page":"https://plannerfees.com/planners/shorebreak-capital-llc-283921/"},{"crd":331841,"name":"Short Put Yield","city":"Camas","state":"WA","fees":{"hourly":[400,400],"flat":[500,500]},"sourceSentences":{"flat":"​ ​The following types of fees will be assessed:​ ​ ccount Setup:​​We charge a one-time negotiable fee​​of $500.00 to assist with the setup and​ A ​account transfer to Interactive Brokers, LLC (CRD#: 36418).​ ​ ssets Under Management (AUM):​​To operate the SPY​​options trading strategy, we charge an​ A ​Assets…","hourly":"The negotiable hourly fee is $400."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047599","page":"https://plannerfees.com/planners/short-put-yield-331841/"},{"crd":317804,"name":"Shorter, Alden M","city":"Houston","state":"TX","fees":{"hourly":[200,200],"flat":[2000,2000],"quarterly":[500,500]},"sourceSentences":{"quarterly":"Clients pay a flat quarterly retainer fee of $500.00 (“Flat Quarterly Retainer”).","hourly":"Hourly fees are charged at a rate of $200.00 per-hour, including meeting time and preparation time (“Hourly Fee”).","flat":"Clients pay a flat fee of $2,000.00 and make a deposit against the fee as agreed in advance and set forth in the written agreement between the Client and the Firm."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025882","page":"https://plannerfees.com/planners/shorter-alden-m-317804/"},{"crd":122789,"name":"Shotwell Rutter Baer Inc","city":"Lansing","state":"MI","fees":{"flat":[2400,22000]},"sourceSentences":{"flat":"The fee for project based financial planning is a fixed fee, typically ranging from $2,400 to $22,000."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005018","page":"https://plannerfees.com/planners/shotwell-rutter-baer-inc-122789/"},{"crd":129043,"name":"Shrier Associates, LLC","city":"Clinton","state":"MA","fees":{"hourly":[300,300],"flat":[700,1500]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services Shrier Associates offers financial planning or consulting services on an hourly basis not to exceed $300 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.","flat":"Shrier Associates fixed fee is $700-$1,500, which is negotiable depending on the nature and complexity of each Client’s circumstances."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058142","page":"https://plannerfees.com/planners/shrier-associates-llc-129043/"},{"crd":332673,"name":"Shrier Wealth Management, LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[1000,1000],"flat":[50000,50000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $1000.","flat":"Flat fees will not exceed $50,000."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010396","page":"https://plannerfees.com/planners/shrier-wealth-management-llc-332673/"},{"crd":3403,"name":"Shufro, Rose & Co., LLC","city":"New York","state":"NY","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Financial planning services are provided for a minimum fixed fee of $2,500."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042193","page":"https://plannerfees.com/planners/shufro-rose-co-llc-3403/"},{"crd":142897,"name":"Shulman Demeo Asset Management, LLC","city":"Lake Success","state":"NY","fees":{"hourly":[300,700]},"sourceSentences":{"hourly":"The current annual fee for portfolio monitoringservices is up to 2.00% of the client’s assets under management. 6 FINANCIAL PLANNING AND CONSULTING SERVICES FEES (STAND-ALONE) Shulman DeMeo’s planning and consulting fees are negotiable, but generally range from $5,000 to $50,000 on a fixed fee basis, and from $300…"},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019188","page":"https://plannerfees.com/planners/shulman-demeo-asset-management-llc-142897/"},{"crd":285426,"name":"Shum Financial Group, Inc.","city":"Alameda","state":"CA","fees":{"hourly":[500,500],"flat":[2500,10000]},"sourceSentences":{"flat":"Financial planning and consulting services are offered based on a flat fee ranging from $2,500-$10,000 depending on complexity associated with each client’s situation.","hourly":"Financial planning and consulting services are offered based on an hourly fee of $500 per hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010895","page":"https://plannerfees.com/planners/shum-financial-group-inc-285426/"},{"crd":121382,"name":"Shuttleworth & Company","city":"Powell","state":"OH","fees":{"annual":[500,1000]},"sourceSentences":{"annual":"Currently, the annual fee for the management of college saving plans and some legacy employer sponsored retirement plans are a flat annual fee in the range of $500$1,000."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041412","page":"https://plannerfees.com/planners/shuttleworth-company-121382/"},{"crd":296881,"name":"Sibir Investment Advisors","city":"Latham","state":"NY","fees":{"flat":[500,1500]},"sourceSentences":{"flat":"This service may be canceled with 30 days’ notice. 7 Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is between $500 and $1,500."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019127","page":"https://plannerfees.com/planners/sibir-investment-advisors-296881/"},{"crd":171661,"name":"Side-By-Side Financial Planning, LLC","city":"Plymouth","state":"MN","fees":{"flat":[1300,5460],"monthly":[145,400]},"sourceSentences":{"monthly":"Thereafter, we will assess a monthly fee ranging from $145 to $400, billed in advance.","flat":"Hourly-based financial planning may range in total project fee from less than $1,300 to $5,460 or more depending on scope of your needs and questions."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009737","page":"https://plannerfees.com/planners/side-by-side-financial-planning-llc-171661/"},{"crd":338429,"name":"Sierens Financial Group, Inc.","city":"Elgin","state":"IL","fees":{"hourly":[250,250],"flat":[10000,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a fixed fee to never exceed $10,000 depending on the complexity of the engagement."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047978","page":"https://plannerfees.com/planners/sierens-financial-group-inc-338429/"},{"crd":108685,"name":"Sierra Asset Management","city":"Oakhurst","state":"CA","fees":{"hourly":[180,250]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $180.00 to $250.00 per hour."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052638","page":"https://plannerfees.com/planners/sierra-asset-management-108685/"},{"crd":125451,"name":"Sierra Financial Planning & Asset Management","city":"Roseville","state":"CA","fees":{"hourly":[250,250],"annual":[3000,3000]},"sourceSentences":{"hourly":"Hourly rates are $250 per hour with annual fixed fee engagements range from $3,000 to an amount determined by the nature and complexity of the engagement. 5 Form ADV Part 2A Investment Advisor Brochure Sierra Financial Planning & Asset Management Fees and Compensation For Financial Plans, the client may terminate…","annual":"Hourly rates are $250 per hour with annual fixed fee engagements range from $3,000 to an amount determined by the nature and complexity of the engagement. 5 Form ADV Part 2A Investment Advisor Brochure Sierra Financial Planning & Asset Management Fees and Compensation For Financial Plans, the client may terminate…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032519","page":"https://plannerfees.com/planners/sierra-financial-planning-asset-management-125451/"},{"crd":332672,"name":"Sierra Hotel Financial LLC","city":"Triangle","state":"VA","fees":{"annual":[6000,15000]},"sourceSentences":{"annual":"ONGOING FINANCIAL PLANNING AND CONSULTING SHF charges a fixed annual fee ranging from $6,000 to $15,000 for clients with assets under $5,000,000."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046631","page":"https://plannerfees.com/planners/sierra-hotel-financial-llc-332672/"},{"crd":172113,"name":"Sierra Legacy Group","city":"Scottsdale","state":"AZ","fees":{"flat":[1500,10000]},"sourceSentences":{"flat":"ADV Part 2A – Firm Brochure Page 5 Sierra Legacy Group Our flat fees range from $1,500 to $10,000."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003501","page":"https://plannerfees.com/planners/sierra-legacy-group-172113/"},{"crd":313829,"name":"Sierra Ocean, LLC","city":"Ripon","state":"CA","fees":{"flat":[5000,5000],"annual":[5000,35000]},"sourceSentences":{"annual":"In those cases, Sierra Ocean’s fees will typically range from $5,000 to $35,000 per year.","flat":"Sierra Ocean’s planning and consulting fees are negotiable, or on a project-basis ranging from $5,000 up to $35,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024129","page":"https://plannerfees.com/planners/sierra-ocean-llc-313829/"},{"crd":131738,"name":"Sierra Pacific Private Wealth, LLC","city":"Pleasanton","state":"CA","fees":{"hourly":[250,350]},"sourceSentences":{"hourly":"Our hourly fees are $250-$350 for financial advisors."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011254","page":"https://plannerfees.com/planners/sierra-pacific-private-wealth-llc-131738/"},{"crd":176520,"name":"Sightline Wealth Advisors, LLC","city":"Groton","state":"CT","fees":{"flat":[1000,7500]},"sourceSentences":{"flat":"Fixed fees range from $1,000 to $7,500 per engagement."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010308","page":"https://plannerfees.com/planners/sightline-wealth-advisors-llc-176520/"},{"crd":331720,"name":"Sigma3capital LLC","city":"San Jose","state":"CA","fees":{"hourly":[250,250],"flat":[250,5000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $250 and $5,000."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005714","page":"https://plannerfees.com/planners/sigma3capital-llc-331720/"},{"crd":166392,"name":"Signal Research Group LLC","city":"Edmond","state":"OK","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Hourly engagements range from $150 to $300 per hour with a $300 minimum."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012287","page":"https://plannerfees.com/planners/signal-research-group-llc-166392/"},{"crd":167576,"name":"Signal Ridge Capital Partners, LLC","city":"Framingham","state":"MA","fees":{"hourly":[350,350],"flat":[1000,15000]},"sourceSentences":{"flat":"These fees are negotiable based on the scope of the work, but generally range from $1,000 to $15,000 on a fixed fee basis and/or $350 on an hourly rate basis.","hourly":"These fees are negotiable based on the scope of the work, but generally range from $1,000 to $15,000 on a fixed fee basis and/or $350 on an hourly rate basis."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056614","page":"https://plannerfees.com/planners/signal-ridge-capital-partners-llc-167576/"},{"crd":332588,"name":"Signalup Wealth, LLC","city":"Fayetteville","state":"AR","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057128","page":"https://plannerfees.com/planners/signalup-wealth-llc-332588/"},{"crd":283964,"name":"Signature Financial Advisors","city":"Houston","state":"TX","fees":{"hourly":[375,500],"flat":[3500,15000]},"sourceSentences":{"hourly":"Our Financial Planning fees for modular plans are calculated and charged on an hourly basis when appropriate and range from $375 to $500 per hour.","flat":"Our Comprehensive Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $3,500 to $15,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025009","page":"https://plannerfees.com/planners/signature-financial-advisors-283964/"},{"crd":123729,"name":"Signature Financial Services, LTD","city":"Arlington Heights","state":"IL","fees":{"hourly":[100,400]},"sourceSentences":{"hourly":"For this service, we charge an hourly fee that ranges from $100 to $400 an hour depending on the complexity of the plan."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018664","page":"https://plannerfees.com/planners/signature-financial-services-ltd-123729/"},{"crd":144069,"name":"Signature Resources Capital Management, LLC","city":"Newport Beach","state":"CA","fees":{"hourly":[350,350],"flat":[500,7500]},"sourceSentences":{"hourly":"When not considered part of the investment management fee, SRCM may charge clients an hourly fee generally at the rate of $350 per hour or a fixed fee that generally ranges from $500 to $7,500 for financial planning and consulting services.","flat":"When not considered part of the investment management fee, SRCM may charge clients an hourly fee generally at the rate of $350 per hour or a fixed fee that generally ranges from $500 to $7,500 for financial planning and consulting services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029483","page":"https://plannerfees.com/planners/signature-resources-capital-management-llc-144069/"},{"crd":105310,"name":"Signet Financial Management, LLC","city":"Parsippany","state":"NJ","fees":{"hourly":[200,250],"flat":[1500,7000]},"sourceSentences":{"flat":"Fixed fees range from $1,500 to $7,000.","hourly":"Hourly fees range from $200 to $250 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029040","page":"https://plannerfees.com/planners/signet-financial-management-llc-105310/"},{"crd":290029,"name":"Signet Private Wealth, LLC","city":"Chicago","state":"IL","fees":{"hourly":[100,500],"flat":[250,10000]},"sourceSentences":{"hourly":"An hourly fee in the range of $100 to $500 per hour is charged by Signet for financial planning services provided under this arrangement.","flat":"A fixed fee in the range of $250 to $10,000 is charged by Signet for financial planning services provided under this arrangement."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049203","page":"https://plannerfees.com/planners/signet-private-wealth-llc-290029/"},{"crd":290309,"name":"Sikes Financial Services, LLC","city":"Boca Raton","state":"FL","fees":{"hourly":[200,200],"monthly":[50,50]},"sourceSentences":{"hourly":"- 2- HOURLY CONSULTING FEES Financial Consulting Services are offered based on an hourly fee of $200 per hour.","monthly":"ONGOING MONTHLY FEES Financial Planning Services are offered based on a negotiable flat fee of $50/month per person."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=618986","page":"https://plannerfees.com/planners/sikes-financial-services-llc-290309/"},{"crd":330484,"name":"Silver Accounting Service Inc. Dba Silver Financial Service","city":"Westbrook","state":"ME","fees":{"hourly":[250,250],"annual":[1500,15000]},"sourceSentences":{"annual":"The fee range is flat, ranging from $1500 to $15000 annually.","hourly":"In the event of early termination, any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $250 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016593","page":"https://plannerfees.com/planners/silver-accounting-service-inc-dba-silver-financial-service-330484/"},{"crd":291109,"name":"Silver Advisors, LLC","city":"New York","state":"NY","fees":{"flat":[1500,25000]},"sourceSentences":{"flat":"Flat fees generally range from $1,500 to $25,000."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054280","page":"https://plannerfees.com/planners/silver-advisors-llc-291109/"},{"crd":143746,"name":"Silver Maple Financial, LLC","city":"Kittery","state":"ME","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Description for Financial Plan Advisory Services SMF receives a fixed flat fee of $1,500 for a comprehensive consultation and development of a financial plan."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015091","page":"https://plannerfees.com/planners/silver-maple-financial-llc-143746/"},{"crd":108298,"name":"Silver Oak Advisory Group","city":"Portland","state":"OR","fees":{"hourly":[350,350],"flat":[750,750],"annual":[6600,6600]},"sourceSentences":{"hourly":"Financial planning services are billed at the rate of $350 per hour, or a flat fee agreed upon and set forth in the Financial Planning Agreement.","flat":"Fees for financial plans are billed $750 in advance, with the balance due upon delivery of the financial plan.","annual":"The minimum annual fee is $6,600 depending on the size and complexity of the engagement."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050414","page":"https://plannerfees.com/planners/silver-oak-advisory-group-108298/"},{"crd":312191,"name":"Silver Oak Leaf Financial Services L.L.C.","city":"Bluffton","state":"SC","fees":{"flat":[500,500],"monthly":[200,500]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $200-$500 per month.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $200-$500 per month."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999787","page":"https://plannerfees.com/planners/silver-oak-leaf-financial-services-l-l-c-312191/"},{"crd":291645,"name":"Silver Oak Wealth Advisors Services, LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[250,450]},"sourceSentences":{"hourly":"Silver Oak’s fee for financial planning and financial transition consulting services generally range from $2,500 to $10,000 on a fixed monthly fee basis and from $250 to $450 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s)."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013438","page":"https://plannerfees.com/planners/silver-oak-wealth-advisors-services-llc-291645/"},{"crd":313531,"name":"Silver Strand Financial Planning","city":"Bloomfield Hills","state":"MI","fees":{"flat":[500,3000],"monthly":[50,50],"annual":[1200,1200]},"sourceSentences":{"monthly":"The monthly fee of $50 is negotiable and paid in arrears.","annual":"Discoverer Package For households with less than $100,000 in assets under management, the base fee for the Discoverer Package is $100 a month ($1,200 annually).","flat":"The fixed fee can range between $500 and $3,000, depending on complexity and the needs of the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032306","page":"https://plannerfees.com/planners/silver-strand-financial-planning-313531/"},{"crd":327151,"name":"Silverberg Bernstein Capital Management","city":"Armonk","state":"NY","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015217","page":"https://plannerfees.com/planners/silverberg-bernstein-capital-management-327151/"},{"crd":337591,"name":"Silveria Wealth Group, LLC","city":"Boise","state":"ID","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Billed at $500 per hour, as incurred upon delivery of service."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056697","page":"https://plannerfees.com/planners/silveria-wealth-group-llc-337591/"},{"crd":175210,"name":"Silverlake Portfolio Advisors LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The hourly fee is $250 for financial planning and consulting services."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007147","page":"https://plannerfees.com/planners/silverlake-portfolio-advisors-llc-175210/"},{"crd":157856,"name":"Silverman + Associates Wealth Management, LLC","city":"Tucson","state":"AZ","fees":{"hourly":[200,200],"flat":[4000,8000]},"sourceSentences":{"flat":"Financial planning services are offered based on a flat fee between $4,000 and $8,000.","hourly":"This fee is based on the assumption that a typical financial plan takes about 15-20 hours to complete at a rate of $200 per hour plus the cost of technology/software needed to complete the financial plan."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002266","page":"https://plannerfees.com/planners/silverman-associates-wealth-management-llc-157856/"},{"crd":110532,"name":"Silveroak Wealth Management LLC","city":"Edina","state":"MN","fees":{"hourly":[50,350],"flat":[3000,25000],"monthly":[1500,6000]},"sourceSentences":{"flat":"Fees for pension consulting services will be charged in one or both of the two ways listed below, upon mutual agreement with the client: a) As a fixed fee, typically ranging from $3,000 to $25,000, depending on the nature and complexity of each client's circumstances; and/or b) On an hourly basis, ranging from $50…","hourly":"Fees for pension consulting services will be charged in one or both of the two ways listed below, upon mutual agreement with the client: a) As a fixed fee, typically ranging from $3,000 to $25,000, depending on the nature and complexity of each client's circumstances; and/or b) On an hourly basis, ranging from $50…","monthly":"Bill Pay Services Upon mutual agreement with the client, bill pay services fees will be charged as a fixed fee, typically ranging from $1,500 - $6,000 monthly depending on the nature and complexity of each client’s circumstances."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035688","page":"https://plannerfees.com/planners/silveroak-wealth-management-llc-110532/"},{"crd":316845,"name":"Silverstone Financial LLC","city":"Owings Mills","state":"MD","fees":{"hourly":[350,350],"flat":[1000,6000],"monthly":[150,850]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $6,000.","hourly":"Our hourly rate is a maximum of $350 and is dependent on the investment adviser representative servicing the client.","monthly":"For ongoing financial planning services, the firm charges an upfront fee of $1,800 plus an annual flat subscription fee ranging from $150/month to $850/month."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015603","page":"https://plannerfees.com/planners/silverstone-financial-llc-316845/"},{"crd":338605,"name":"Silverstone Private Wealth","city":"Kingwood","state":"TX","fees":{"flat":[2000,10000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $2,000 and $10,000."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055367","page":"https://plannerfees.com/planners/silverstone-private-wealth-338605/"},{"crd":306571,"name":"Silvestri Financial and Tax Advisors, Inc","city":"Forest Hill","state":"MD","fees":{"hourly":[500,500],"flat":[2500,2500]},"sourceSentences":{"hourly":"These fees are negotiable but will not exceed $500 per hour.","flat":"SFATAI’s standard fee for preparing an initial financial plan is $2,500."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059461","page":"https://plannerfees.com/planners/silvestri-financial-and-tax-advisors-inc-306571/"},{"crd":295339,"name":"Silvia Mccoll Wealth Management, LLC","city":"San Diego","state":"CA","fees":{"hourly":[400,400],"flat":[5000,15000]},"sourceSentences":{"flat":"Generally, rates range from $5,000 – $15,000 on a fixed fee basis, based on the scope and complexity of the requested services, as stipulated in the Agreement.","hourly":"Our fee for consulting services is $400 per hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005973","page":"https://plannerfees.com/planners/silvia-mccoll-wealth-management-llc-295339/"},{"crd":298535,"name":"Silvis Financial","city":"Charlotte","state":"NC","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Our hourly rate is $350."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012883","page":"https://plannerfees.com/planners/silvis-financial-298535/"},{"crd":159943,"name":"Sima Wealth Partners, LLC","city":"Richmond","state":"VA","fees":{"hourly":[325,325],"flat":[3500,15000]},"sourceSentences":{"flat":"SIMA Wealth will charge a fixed fee that ranges from $3,500.00 to $15,000.00, for broadbased planning services.","hourly":"SIMA Wealth charges an hourly fee of $325 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad-based written financial plan."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053716","page":"https://plannerfees.com/planners/sima-wealth-partners-llc-159943/"},{"crd":300386,"name":"Simaris Financial","city":"Austin","state":"TX","fees":{"hourly":[300,300],"flat":[3600,3600],"annual":[3600,3600]},"sourceSentences":{"hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $300 per hour, and the client will be refunded the difference.","flat":"Firm Brochure simaris.co item 5 fees + compensation Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $3600 and an ongoing annual fee of $3600 that is paid monthly, in advance.","annual":"Firm Brochure simaris.co item 5 fees + compensation Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $3600 and an ongoing annual fee of $3600 that is paid monthly, in advance."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014963","page":"https://plannerfees.com/planners/simaris-financial-300386/"},{"crd":129188,"name":"Simmons & Associates, LLC","city":"Broomfield","state":"CO","fees":{"hourly":[150,250],"quarterly":[500,500],"annual":[10000,10000]},"sourceSentences":{"annual":"Retainers range from a low of $1,500.00 per 4 year to $10,000.00 per year.","quarterly":"The investment advisory por on of the retainer fee generally does not exceed $500.00 quarterly unless specifically provided.","hourly":"The hourly billing rates 5 may vary between $150.00 and $250.00 per hour."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043532","page":"https://plannerfees.com/planners/simmons-associates-llc-129188/"},{"crd":281122,"name":"Simmons Capital Group","city":"Halfmoon","state":"NY","fees":{"hourly":[250,800],"flat":[1200,7500]},"sourceSentences":{"hourly":"For projects outside the scope of or in addition to the investment advisory fees defined above, a standard hourly rate of $250 - $800 per hour will be assessed.","flat":"Financial Planning and Consulting fees will be charged as a flat fee ranging from $1,200 - $7,500, depending on the estimated time to develop a plan, the scope of the generated financial plan, and the nature and complexity of each client’s circumstances."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025718","page":"https://plannerfees.com/planners/simmons-capital-group-281122/"},{"crd":314723,"name":"Simmons Investment Management LLC","city":"Louisville","state":"CO","fees":{"hourly":[300,300],"flat":[900,9000],"quarterly":[300,300]},"sourceSentences":{"quarterly":"Our minimum quarterly fee is $300.","flat":"Fixed fees are typically between $900 and $9,000 and our hourly rate is $300.","hourly":"Fixed fees are typically between $900 and $9,000 and our hourly rate is $300."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000672","page":"https://plannerfees.com/planners/simmons-investment-management-llc-314723/"},{"crd":132330,"name":"Simon Quick Advisors, LLC","city":"Morristown","state":"NJ","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"Simon Quick maintains a minimum annual fee of $20,000 per annum."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020795","page":"https://plannerfees.com/planners/simon-quick-advisors-llc-132330/"},{"crd":142992,"name":"Simple Life Financial","city":"El Cerrito","state":"CA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Hourly fees are generally approximately $400 per hour but may vary depending on the complexity and customization of the services provided."},"brochureDate":"7/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053149","page":"https://plannerfees.com/planners/simple-life-financial-142992/"},{"crd":152865,"name":"Simple Wealth LLC","city":"Liberty Lake","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly fees are billed at $250 per hour."},"brochureDate":"7/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050732","page":"https://plannerfees.com/planners/simple-wealth-llc-152865/"},{"crd":284578,"name":"Simplicity Financial, LLC","city":"Milwaukee","state":"WI","fees":{"flat":[500,2000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $2,000.00."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003267","page":"https://plannerfees.com/planners/simplicity-financial-llc-284578/"},{"crd":154900,"name":"Simplifi, Inc.","city":"San Diego","state":"CA","fees":{"hourly":[400,400],"flat":[2000,2000]},"sourceSentences":{"hourly":"We charge on an hourly basis for financial planning at a rate of $400 per hour.","flat":"We offer Inherited IRA Assistance for a fixed fee of $2,000, which we may reduce or waive at our discretion."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025288","page":"https://plannerfees.com/planners/simplifi-inc-154900/"},{"crd":338036,"name":"Simplified Planning and Investments","city":"Johnston","state":"IA","fees":{"hourly":[250,250],"flat":[1200,1200]},"sourceSentences":{"flat":"Ongoing Financial Planning SPI collects an initial fee, no greater than $1,200.","hourly":"Our hourly rate is $250."},"brochureDate":"7/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052115","page":"https://plannerfees.com/planners/simplified-planning-and-investments-338036/"},{"crd":318522,"name":"Simplified Wealth LLC","city":"Greensboro","state":"NC","fees":{"hourly":[311,311],"flat":[250,500],"quarterly":[875,12500]},"sourceSentences":{"flat":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 8 Financial Planning ●​ Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $250 - $500 and an ongoing flat fee that is paid quarterly, in arrears, at the rate of $875 - $12,500 per quarter.","quarterly":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 8 Financial Planning ●​ Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $250 - $500 and an ongoing flat fee that is paid quarterly, in arrears, at the rate of $875 - $12,500 per quarter.","hourly":"In the event of early termination before the project is complete, any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ●​ Hourly Financial Planning - Financial Planning engagements are offered…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038400","page":"https://plannerfees.com/planners/simplified-wealth-llc-318522/"},{"crd":338336,"name":"Simplifiedfp","city":"Clovis","state":"CA","fees":{"hourly":[300,300],"flat":[1,1500]},"sourceSentences":{"flat":"Fixed fee rates range between $1 - $1,500.","hourly":"Our hourly rate is $300."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043348","page":"https://plannerfees.com/planners/simplifiedfp-338336/"},{"crd":296175,"name":"Simplify Financial Planning","city":"San Francisco","state":"CA","fees":{"flat":[1250,3000]},"sourceSentences":{"flat":"We assess a fixed fee of $1250 to $3000 to complete your financial plan and total fee is due upon plan delivery."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054209","page":"https://plannerfees.com/planners/simplify-financial-planning-296175/"},{"crd":341593,"name":"Simpliphi Capital","city":"Englewood","state":"CO","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"SimpliPhi Capital Page 5 SimpliPhi Capital will charge a fixed fee for financial planning services that generally range between $1,000 and $5,000 depending on the scope of the financial planning services required, as negotiated and contracted with the client in advance."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057406","page":"https://plannerfees.com/planners/simpliphi-capital-341593/"},{"crd":319482,"name":"Simply Human Advisors","city":"Abilene","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Our rate is $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035264","page":"https://plannerfees.com/planners/simply-human-advisors-319482/"},{"crd":287771,"name":"Simply Steward","city":"Centennial","state":"CO","fees":{"flat":[3600,5500],"annual":[3600,3600]},"sourceSentences":{"flat":"Ongoing Financial Planning Fee: the Ongoing Financial Planning Fee is an annual financial planning fee, paid quarterly, generally ranging from $3,600 to $5,500, but subject to custom pricing for more complicated planning situations or multi-generational wealth planning needs.","annual":"Accumulation Phase (building a portfolio): $3,600 annual planning fee"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036578","page":"https://plannerfees.com/planners/simply-steward-287771/"},{"crd":154494,"name":"Simplyria Advisor Network","city":"Brighton","state":"MI","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Financial planning fees typically range from $1,000 to $10,000, but may be significantly more or less depending on the structure, scope, and complexity of the engagement."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027548","page":"https://plannerfees.com/planners/simplyria-advisor-network-154494/"},{"crd":169491,"name":"Sims Investment Management LLC","city":"Cincinnati","state":"OH","fees":{"hourly":[250,250],"flat":[1000,5000]},"sourceSentences":{"hourly":"The hourly fee SIM charges for client consulting or project work is $250 per hour.","flat":"The Fixed fee SIM charges for client consulting or project work is in the range of $1,000 to $5,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029252","page":"https://plannerfees.com/planners/sims-investment-management-llc-169491/"},{"crd":317218,"name":"Singer Wealth Advisors LLC","city":"Boca Raton","state":"FL","fees":{"flat":[1000,100000]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $1,000 and $100,000."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051884","page":"https://plannerfees.com/planners/singer-wealth-advisors-llc-317218/"},{"crd":163793,"name":"Single Point Partners","city":"Boston","state":"MA","fees":{"monthly":[350,350]},"sourceSentences":{"monthly":"Wealth Start-Up pricing receives our full Wealth Logistics service at a reduced price of $350/mo."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015470","page":"https://plannerfees.com/planners/single-point-partners-163793/"},{"crd":329032,"name":"Siol Wealth Advisors","city":"Minneapolis","state":"MN","fees":{"flat":[1000,25000]},"sourceSentences":{"flat":"The firm charges a flat fee rate ranging from $1,000 to $25,000 for wealth planning services."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041435","page":"https://plannerfees.com/planners/siol-wealth-advisors-329032/"},{"crd":144985,"name":"Sip Financial Services","city":"Glenville","state":"NY","fees":{"hourly":[150,250],"flat":[500,5000]},"sourceSentences":{"hourly":"The fees for financial planning typically range between $150 and $250 per hour, or we may charge a fixed fee ranging between $500 and $5,000.","flat":"The fees for financial planning typically range between $150 and $250 per hour, or we may charge a fixed fee ranging between $500 and $5,000."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044727","page":"https://plannerfees.com/planners/sip-financial-services-144985/"},{"crd":284949,"name":"Sisto Investment Advisory, LLC","city":"Roseville","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $250."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006080","page":"https://plannerfees.com/planners/sisto-investment-advisory-llc-284949/"},{"crd":309757,"name":"Sittner & Nelson, LLC","city":"Eugene","state":"OR","fees":{"annual":[15000,30000]},"sourceSentences":{"annual":"Where a fixed fee applies, these annual fees typically range from $15,000 to $30,000 per year."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037533","page":"https://plannerfees.com/planners/sittner-nelson-llc-309757/"},{"crd":315477,"name":"SJL Financial LLC","city":"Wilmington","state":"DE","fees":{"hourly":[250,250],"flat":[2500,3500],"quarterly":[500,500]},"sourceSentences":{"flat":"The fixed fee can range between $2,500 and $3,500, depending on complexity and the needs of the client.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $2,500 for single clients or $3,500 for couples/partners and an ongoing fee that is paid quarterly, in arrears, at the rate of $500 per quarter.","hourly":"Hourly financial planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009189","page":"https://plannerfees.com/planners/sjl-financial-llc-315477/"},{"crd":123607,"name":"Sjostrom Financial Planning Inc.","city":"Oak Park","state":"IL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee is $150."},"brochureDate":"1/12/2018","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=474319","page":"https://plannerfees.com/planners/sjostrom-financial-planning-inc-123607/"},{"crd":107219,"name":"SJS Investment Services","city":"Sylvania","state":"OH","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Fees for financial planning services will typically range from $1,000 to $5,000."},"brochureDate":"6/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048145","page":"https://plannerfees.com/planners/sjs-investment-services-107219/"},{"crd":109114,"name":"SK Wealth Management, LLC","city":"Providence","state":"RI","fees":{"hourly":[350,500]},"sourceSentences":{"hourly":"Other onetime consulting services may be billed at an hourly rate of $350-$500."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005101","page":"https://plannerfees.com/planners/sk-wealth-management-llc-109114/"},{"crd":133532,"name":"Skadvisors, LLC","city":"Maitland","state":"FL","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Financial planning services are offered on a negotiable hourly rate not to exceed $450 per hour for the initial engagement."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=918802","page":"https://plannerfees.com/planners/skadvisors-llc-133532/"},{"crd":124216,"name":"Skaggs Financial Planning, LLC","city":"Burien","state":"WA","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"- The first $1,000,000 is billed at 0.25% per quarter (1% Annual) - The next $2,000,000 is billed at 0.1875% (0.8% Annual) - Amounts over $3,000,000 are billed at 0.15% (0.6% Annual) Hourly advisory fees will be billed at $225 per hour with payment by check or cash."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033569","page":"https://plannerfees.com/planners/skaggs-financial-planning-llc-124216/"},{"crd":330985,"name":"Skinner Financial Services","city":"Sioux Falls","state":"SD","fees":{"flat":[0,5000]},"sourceSentences":{"flat":"Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods, based upon the number of days the account was open during those periods. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial…"},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006268","page":"https://plannerfees.com/planners/skinner-financial-services-330985/"},{"crd":159255,"name":"Skinner, Copper & Ehmen Wealth Management, LLC","city":"Springfield","state":"IL","fees":{"hourly":[300,300],"flat":[750,10000]},"sourceSentences":{"flat":"Our flat fees generally range from $750 to $10,000.","hourly":"Our hourly fees are $300 for financial advisors."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005038","page":"https://plannerfees.com/planners/skinner-copper-ehmen-wealth-management-llc-159255/"},{"crd":332271,"name":"Skipjack Financial","city":"New Orleans","state":"LA","fees":{"hourly":[250,250],"flat":[500,4000],"annual":[2400,10800]},"sourceSentences":{"flat":"Comprehensive Financial Planning Ongoing, comprehensive financial planning consists of an upfront fee of $500 - $4,000, depending on the individual needs and complexity of the Client, followed by an annual fee that can be paid monthly or quarterly.","annual":"The annual fee ranges from $2,400 to $10,800 and is billed in advance either monthly at a rate of $200 to $900 or quarterly at a rate of $600 to $2,700, depending on the client's preference and as agreed upon in the signed Advisory Contract.","hourly":"Our hourly rate is $250."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014410","page":"https://plannerfees.com/planners/skipjack-financial-332271/"},{"crd":337373,"name":"SKM Wealth Management, LLC","city":"Wethersfield","state":"CT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"AND CONSULTING SKM charges an hourly fee of $300 per hour for financial planning."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059664","page":"https://plannerfees.com/planners/skm-wealth-management-llc-337373/"},{"crd":331673,"name":"SKP Wealth","city":"Glendale","state":"WI","fees":{"hourly":[350,550],"flat":[6000,10000],"monthly":[125,125],"quarterly":[1250,2000]},"sourceSentences":{"quarterly":"Fees are paid quarterly in arrears, ranging from $1,250 to $2,000 per quarter.","monthly":"Fees are $125 per month directly and automatically invoiced via ACH or credit card.","flat":"Fixed fee rates range between $6,000 to $10,000.","hourly":"Our hourly rate ranges between $350 to $550 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027255","page":"https://plannerfees.com/planners/skp-wealth-331673/"},{"crd":323899,"name":"Skrobonja Wealth Management, LLC","city":"Arnold","state":"MO","fees":{"hourly":[500,500],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042191","page":"https://plannerfees.com/planners/skrobonja-wealth-management-llc-323899/"},{"crd":317320,"name":"Sky Vision Wealth Management Corp.","city":"Irvine","state":"CA","fees":{"hourly":[200,800],"flat":[1000,100000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $100,000.","hourly":"The negotiated hourly fee for these services is between $200 and $800. 4 Clients may terminate the agreement without penalty, for full refund of SVWMC s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058165","page":"https://plannerfees.com/planners/sky-vision-wealth-management-corp-317320/"},{"crd":312915,"name":"Sky-Mountain Capital Management","city":"Ketchum","state":"ID","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"The hourly rate for financial planning is $450."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012312","page":"https://plannerfees.com/planners/sky-mountain-capital-management-312915/"},{"crd":148939,"name":"Skybox Financial Group LLC","city":"Middleburg Heights","state":"OH","fees":{"hourly":[250,250],"flat":[500,500],"annual":[1000,15000]},"sourceSentences":{"flat":"Such fee will be a fixed fee not to exceed $500.","annual":"Fees for employee benefit plan education services are charged at a flat rate, ranging from $1,000 to $15,000 per year, paid either quarterly or monthly, in arrears.","hourly":"Financial planning services are offered on a negotiable hourly rate not to exceed $250 per hour with a maximum fixed fee not to exceed $5,000 for the initial engagement."},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041874","page":"https://plannerfees.com/planners/skybox-financial-group-llc-148939/"},{"crd":283522,"name":"Skylark Wealth, LLC","city":"San Francisco","state":"CA","fees":{"hourly":[250,250],"flat":[2000,2000],"quarterly":[1500,1500]},"sourceSentences":{"flat":"A fixed initial payment of $2,000 is due immediately.","hourly":"Services (FPS) Fee Financial Planning Services will be offered on an hourly basis at a rate of $250.00 per hour, with a minimum of 2.5 hours (waived for Investment Management and Financial Planning Services clients).","quarterly":"There is a minimum quarterly fixed fee of $1,500 based on your relationship, employment status and/or complexity of planning service needs per quarter, whichever is calculated higher."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035507","page":"https://plannerfees.com/planners/skylark-wealth-llc-283522/"},{"crd":146844,"name":"Skyline Financial Northwest","city":"Portland","state":"OR","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"$100/hour for support staff $200/hour for non-CFP® advisors $300/hour for CFP® advisors For financial planning contracts that are terminated early, the client will receive all advisor generated work produced up to the date of termination once the final bill has been settled."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030540","page":"https://plannerfees.com/planners/skyline-financial-northwest-146844/"},{"crd":154248,"name":"Skyoak Capital, Inc.","city":"Las Vegas","state":"NV","fees":{"hourly":[300,600],"annual":[25000,25000]},"sourceSentences":{"hourly":"SkyOak’s Financial Planning & Financial Consulting Fee Schedule Initial Financial Plan $1,500- $10,000 Annual Retainer for Ongoing Financial Planning Engagement 50% of Initial Plan Cost Hourly Financial Planning or Consulting $300-$600 / Hour Retainer Payable upon Commencement of Agreement 50% 9 A retainer equal to…","annual":"We assess a minimum fee of $25,000 per year."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015359","page":"https://plannerfees.com/planners/skyoak-capital-inc-154248/"},{"crd":299564,"name":"Skyoak Wealth","city":"Southfield","state":"MI","fees":{"hourly":[200,600]},"sourceSentences":{"hourly":"SkyOak’s Financial Planning & Financial Consulting Fee Schedule Initial Financial Plan $1,500- $10,000 Annual Retainer for Ongoing Financial Planning Engagement 50% of Initial Plan Cost Hourly Financial Planning or Consulting $200-$600 / Hour Retainer Payable upon Commencement of Agreement 50% A retainer equal to…"},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015274","page":"https://plannerfees.com/planners/skyoak-wealth-299564/"},{"crd":291926,"name":"Skyview Capital Management","city":"Brownsburg","state":"IN","fees":{"hourly":[250,250],"flat":[1500,10000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"4- Financial Planning Services are offered based on a fixed fee between $1,500 to $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035030","page":"https://plannerfees.com/planners/skyview-capital-management-291926/"},{"crd":338282,"name":"Skyview Pinnacle","city":"Apollo Beach","state":"FL","fees":{"hourly":[125,400],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fees for financial planning will typically range from $500 - $10,000, depending on the scope and complexity of the work.","hourly":"If compensation is to be paid on an hourly basis it will be determined by the information required and range from $125 per hour to $400 per hour billed in 15-minute time fraction."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045044","page":"https://plannerfees.com/planners/skyview-pinnacle-338282/"},{"crd":149976,"name":"Slagle Financial, LLC.","city":"Edwardsville","state":"IL","fees":{"hourly":[200,500],"flat":[2000,2000]},"sourceSentences":{"flat":"The fixed fee for creating a client financial plan generally is $2,000.","hourly":"Retirement Planning - $1,000 Income Planning - $500 Distribution Planning - $500 Hourly Fees The hourly rate for financial planning services is $200."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026338","page":"https://plannerfees.com/planners/slagle-financial-llc-149976/"},{"crd":292207,"name":"Slalom Wealth Management, LLC","city":"Sacramento","state":"CA","fees":{"hourly":[350,350],"flat":[2500,5000],"monthly":[150,1000],"annual":[5000,5000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,500 - $5,000 based on complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $150 - $1,000 per month based on complexity and needs of the client.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,500 - $5,000 based on complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $150 - $1,000 per month based on complexity and needs of the client.","hourly":"Upon termination, the half of the fee that is due up front will be non-refundable, and no further fees will be charged. 8 Hourly Financial Planning Fee Financial Planning fee is an hourly rate of $350 per hour.","annual":"The minimum annual fee is $5,000, billed $1.250 each quarter."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052948","page":"https://plannerfees.com/planners/slalom-wealth-management-llc-292207/"},{"crd":295223,"name":"Slate Peak Financial Services, LLC","city":"Medfield","state":"MA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial Planning is also offered for an hourly rate of $200 per hour, depending on complexity, for smaller one-time projects not involving a full financial plan as described above."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013430","page":"https://plannerfees.com/planners/slate-peak-financial-services-llc-295223/"},{"crd":286669,"name":"Slatestone Wealth LLC","city":"Jupiter","state":"FL","fees":{"flat":[5000,5000],"annual":[24000,150000]},"sourceSentences":{"annual":"Annual fees for these services typically range from approximately $24,000 to $150,000, depending on the size, complexity, and scope of the client relationship.","flat":"Standalone financial planning services are typically provided for a flat fee beginning at $5,000, depending on the scope and complexity of the engagement."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027148","page":"https://plannerfees.com/planners/slatestone-wealth-llc-286669/"},{"crd":114596,"name":"Slayton Lewis Inc","city":"Salt Lake City","state":"UT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"A.2 Hourly and Fixed Fee Arrangements Financial planning fees not included with the asset management fee will be billed at the rate of $250 per hour or a fixed fee mutually agreed upon by the client and Slayton Lewis."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038560","page":"https://plannerfees.com/planners/slayton-lewis-inc-114596/"},{"crd":338689,"name":"Slight Edge Wealth Strategies, LLC","city":"Jacksonville","state":"FL","fees":{"hourly":[350,350],"flat":[5000,5000],"annual":[4200,15000]},"sourceSentences":{"hourly":"Based on an hourly rate of $350, preparing, updating, and providing ongoing advice (monitoring, reviews, and updates to financial plans through unlimited meetings) regarding implementing a financial plan takes 12 hours or more per year.","annual":"Therefore, fees for comprehensive financial planning services range from $4,200 to $15,000 annually, and fees are negotiable.","flat":"Clients pay fees for comprehensive financial planning services monthly or quarterly (client’s choice) in advance. ~Fees for Stand-Alone Financial Plans~ Clients who engage us for a stand-alone financial plan may implement such services for a onetime fixed fee of $5,000."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997687","page":"https://plannerfees.com/planners/slight-edge-wealth-strategies-llc-338689/"},{"crd":342729,"name":"Slipstream Wealth Planning LLC","city":"San Francisco","state":"CA","fees":{"annual":[3000,6000]},"sourceSentences":{"annual":"Clients who engage the Advisor for ongoing financial planning services, the Advisor charges a fixed annual fee ranging from $3,000 to $6,000, billed quarterly in arrears."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056909","page":"https://plannerfees.com/planners/slipstream-wealth-planning-llc-342729/"},{"crd":331617,"name":"Slo Money Managers","city":"Atascadero","state":"CA","fees":{"hourly":[250,250],"flat":[250,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $250 to $10,000 and are payable in advance.","hourly":"Our hourly rate is $250 and we may request a portion of the fee be collected in advance with the remainder due upon completion of the services."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003657","page":"https://plannerfees.com/planners/slo-money-managers-331617/"},{"crd":284325,"name":"Sloan Advisory Group, Inc.","city":"Glens Falls","state":"NY","fees":{"hourly":[325,325],"flat":[4500,15000]},"sourceSentences":{"flat":"The fixed fee can range between $4,500 and $15,000.00.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $325.00 per hour."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006933","page":"https://plannerfees.com/planners/sloan-advisory-group-inc-284325/"},{"crd":110102,"name":"Sloy, Dahl & Holst, LLC","city":"Vancouver","state":"WA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Alta Trust receives 6 basis point on both Class 1 and Class 2 for their services. 7 Financial Consulting Services We charge an hourly fee of $350 for advisory consulting services."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044127","page":"https://plannerfees.com/planners/sloy-dahl-holst-llc-110102/"},{"crd":325631,"name":"SLP Wealth","city":"Durham","state":"NC","fees":{"hourly":[199,199],"flat":[0,995],"monthly":[199,834]},"sourceSentences":{"monthly":"A.​ In consideration of its financial planning services, Adviser charges an ongoing flat fee of between $199 to $834 per month (the “Monthly Financial Planning Fee”).","flat":"The monthly flat fee charged by Guideline is not shared with Adviser.​ C.​ In consideration of its tax services, Adviser charges a one-time non-refundable “Enrollment Fee” that ranges from $0 to $995.","hourly":"To the extent a client’s tax needs require more work than what is described in the tax services engagement letter, Adviser shall charge an additional hourly fee at the rate of $199 per hour."},"brochureDate":"7/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050729","page":"https://plannerfees.com/planners/slp-wealth-325631/"},{"crd":318429,"name":"Small Victories Wealth","city":"San Jose","state":"CA","fees":{"hourly":[300,300],"annual":[10000,14000]},"sourceSentences":{"annual":"Financial Planning ●​ Ongoing Comprehensive Financial Planning - Our annual fee for Ongoing Comprehensive Financial Planning ranges between $10,000 - $14,000 per year, and will be billed in equal monthly installments in advance.","hourly":"Any earned but unpaid fees will be billed for work already completed. ●​ Hourly Financial Planning - Financial Planning engagements are offered at the rate of $300 per hour, billed in 15 minute increments."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011276","page":"https://plannerfees.com/planners/small-victories-wealth-318429/"},{"crd":288663,"name":"Smallwood Wealth Management","city":"Red Bank","state":"NJ","fees":{"hourly":[200,525],"flat":[1050,14000]},"sourceSentences":{"flat":"The negotiated initial fixed rate for creating client financial plans is between $1,050 and $14,000.","hourly":"5 The negotiated hourly fee for these services is between $200 and $525."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018416","page":"https://plannerfees.com/planners/smallwood-wealth-management-288663/"},{"crd":142540,"name":"Smarr Financial Services Inc.","city":"Atlanta","state":"GA","fees":{"hourly":[100,500],"flat":[1000,6000]},"sourceSentences":{"hourly":"Depending on the complexity of the financial plan and the needs of the client, our fees for financial planning services range from $100 to $500 per hour (min. 1 hour).","flat":"Depending on the complexity of the financial plan and the needs of the client, our fixed fees for financial planning services range from $1,000 to $6,000."},"brochureDate":"2/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010827","page":"https://plannerfees.com/planners/smarr-financial-services-inc-142540/"},{"crd":140207,"name":"Smart Choice Financial Planning, Inc.","city":"St. John","state":"IN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning fees are project-based hourly fees and are estimated within a range at the initial client meeting based on an hourly rate of $250 an hour."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=934647","page":"https://plannerfees.com/planners/smart-choice-financial-planning-inc-140207/"},{"crd":306937,"name":"Smart Money Financial Advisors, LLC","city":"Sterling Heights","state":"MI","fees":{"flat":[750,3000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the contract immediately upon written notice. 4 Financial Planning Fees The fixed rate for creating client financial plans is between $750 and $3,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=974286","page":"https://plannerfees.com/planners/smart-money-financial-advisors-llc-306937/"},{"crd":315496,"name":"Smart Wealth, LLC","city":"Omaha","state":"NE","fees":{"flat":[1800,9500]},"sourceSentences":{"flat":"For most individual and family financial plans, fees generally range from $1,800 to $9,500."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052663","page":"https://plannerfees.com/planners/smart-wealth-llc-315496/"},{"crd":323310,"name":"Smartalpha Wealth Advisors LLC","city":"Chandler","state":"AZ","fees":{"hourly":[300,300],"monthly":[200,1000]},"sourceSentences":{"monthly":"The client will be provided with their own secure portal in order to make payments. 8 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of up to $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $1,000 per month, depending on the…","hourly":"Financial Planning engagements are offered at the rate of $300 per hour."},"brochureDate":"11/3/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=799475","page":"https://plannerfees.com/planners/smartalpha-wealth-advisors-llc-323310/"},{"crd":334957,"name":"Smartcourse Advisory, LLC","city":"Moorpark","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003825","page":"https://plannerfees.com/planners/smartcourse-advisory-llc-334957/"},{"crd":325719,"name":"Smarter and Wise","city":"Crownsville","state":"MD","fees":{"hourly":[350,350],"annual":[4000,12000]},"sourceSentences":{"annual":"The fee for the RetireSmarter Plan Update is $4,000 - $12,000 per year, depending on complexity and scope.","hourly":"Consultation Services Hourly Consultation Services are offered based on an hourly fee of $350 per hour."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017615","page":"https://plannerfees.com/planners/smarter-and-wise-325719/"},{"crd":171535,"name":"Smartt Wealth Solutions, LLC","city":"Gilbert","state":"AZ","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"flat":"FINANCIAL PLANNING and CONSULTING Financial planning services are offered based on a flat fee ranging from $500-$5,000.","hourly":"However, the fixed fee that is charged is structured based on an hourly rate of $250 per hour, which is used to determine the overall cost of the project.."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034545","page":"https://plannerfees.com/planners/smartt-wealth-solutions-llc-171535/"},{"crd":154216,"name":"SMB Financial Services, Inc.","city":"Portland","state":"OR","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"ADV PART 2 A BROCHURE PAGE 6 OF 13 Financial Planning Fees Hourly services will be billed quarterly as performed or upon completion of the agreed services at a rate of $200.00 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012564","page":"https://plannerfees.com/planners/smb-financial-services-inc-154216/"},{"crd":333042,"name":"Smith & Co Advisory LLC","city":"Spring Hill","state":"TN","fees":{"flat":[1500,15000]},"sourceSentences":{"flat":"The notice of termination requirement and payment of fees for third-party investment advisers will depend on the specific third-party adviser selected. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020736","page":"https://plannerfees.com/planners/smith-co-advisory-llc-333042/"},{"crd":149968,"name":"Smith Capital Management, LLC","city":"Loveland","state":"OH","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Written financial planning fees range from $200 to $2,000, depending on the complexity of your financial situation."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032799","page":"https://plannerfees.com/planners/smith-capital-management-llc-149968/"},{"crd":288886,"name":"Smith Securities LLC","city":"Covington","state":"LA","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Clients will pay a one-time (non-recurring) fixed fee of $500 for the MRI service."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013283","page":"https://plannerfees.com/planners/smith-securities-llc-288886/"},{"crd":340495,"name":"SN Private Wealth Group, LLC","city":"Jacksonville","state":"FL","fees":{"flat":[5000,50000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $5,000 and $50,000."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018025","page":"https://plannerfees.com/planners/sn-private-wealth-group-llc-340495/"},{"crd":314200,"name":"Snake River Investment Counsel LLC","city":"Idaho Falls","state":"ID","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"Personnel Associate Operations Specialist Operations Specialist Associate Advisor Advisor Applicable Hourly Rate $100.00 $150.00 $200.00 $300.00 Ongoing Asset Management & Financial Planning Fees for retirement plan accounts (such as for a 401k plan or a cash balance plan) are charged based on a client’s assets…"},"brochureDate":"8/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054524","page":"https://plannerfees.com/planners/snake-river-investment-counsel-llc-314200/"},{"crd":144026,"name":"Snider Talbot Financial Planning LLC","city":"Liberty","state":"MO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice services are $250 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023724","page":"https://plannerfees.com/planners/snider-talbot-financial-planning-llc-144026/"},{"crd":338924,"name":"Snow Canyon Financial Planning LLC","city":"St. George","state":"UT","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $2,500."},"brochureDate":"12/19/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999041","page":"https://plannerfees.com/planners/snow-canyon-financial-planning-llc-338924/"},{"crd":137419,"name":"Snowball Wealth Management","city":"Boulder","state":"CO","fees":{"hourly":[250,250],"flat":[2000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,000 and $5,000.","hourly":"The negotiated hourly fee for these services is $250."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012941","page":"https://plannerfees.com/planners/snowball-wealth-management-137419/"},{"crd":164999,"name":"Snowbird Financial LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[50,100],"flat":[500,10000]},"sourceSentences":{"flat":"Depending on the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $10,000.","hourly":"Depending on the complexity of the situation and the needs of the client, the hourly fee for these services is between $50 and $100."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016467","page":"https://plannerfees.com/planners/snowbird-financial-llc-164999/"},{"crd":146883,"name":"Snowcap Capital Management","city":"Dallas","state":"TX","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"Fees for financial planning and consulting are $200 to $400 per hour depending on the complexity of the engagement."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028615","page":"https://plannerfees.com/planners/snowcap-capital-management-146883/"},{"crd":313353,"name":"Snowcap Financial","city":"Castle Rock","state":"CO","fees":{"flat":[600,2000],"monthly":[200,666],"quarterly":[600,2000]},"sourceSentences":{"flat":"Ongoing Financial Planning Financial Planning consists of an upfront charge of $600 - $2,000, which is due at the Advisor’s acceptance of the Agreement.","monthly":"For clients paying monthly, the fee is $200-$666.67 per month.","quarterly":"For clients paying quarterly, the fee is $600-$2,000 per quarter."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000779","page":"https://plannerfees.com/planners/snowcap-financial-313353/"},{"crd":106425,"name":"Snyder Wealth Group","city":"Medford","state":"NY","fees":{"hourly":[200,300],"flat":[500,5000]},"sourceSentences":{"flat":"Fees generally range from $500 to $5,000 on a fixed fee basis (depending upon complexity) for an investment analysis or retirement analysis, and from $200 to $300 on an hourly basis, depending upon the level and scope of service(s) required and the professional rendering the service(s).","hourly":"Fees generally range from $500 to $5,000 on a fixed fee basis (depending upon complexity) for an investment analysis or retirement analysis, and from $200 to $300 on an hourly basis, depending upon the level and scope of service(s) required and the professional rendering the service(s)."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021377","page":"https://plannerfees.com/planners/snyder-wealth-group-106425/"},{"crd":166086,"name":"Soaring Investment Management, LLC","city":"Sioux Falls","state":"SD","fees":{"hourly":[250,250],"monthly":[50,50],"annual":[600,600]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","monthly":"Financial Consulting Services are offered based on a flat fee of $50 per month with a maximum of $600 annually.","annual":"Financial Consulting Services are offered based on a flat fee of $50 per month with a maximum of $600 annually."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032244","page":"https://plannerfees.com/planners/soaring-investment-management-llc-166086/"},{"crd":305273,"name":"Soaring Investment Management, LLC","city":"Portland","state":"OR","fees":{"hourly":[280,280],"annual":[1200,1800]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, at $280 per hour.","annual":"Ongoing financial planning services are charged pursuant to a flat annual fee that typically ranges between $1,200 and $1,800 per year, charged quarterly or annually in arrears."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037859","page":"https://plannerfees.com/planners/soaring-investment-management-llc-305273/"},{"crd":304019,"name":"Sobel Financial LLC","city":"Denver","state":"CO","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"ONGOING FEES Sobel charges an annual fee, billed monthly in advance, of no more than $5,000/year."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057843","page":"https://plannerfees.com/planners/sobel-financial-llc-304019/"},{"crd":288237,"name":"Sobora Capital","city":"Pleasanton","state":"CA","fees":{"hourly":[150,300],"flat":[1000,25000]},"sourceSentences":{"hourly":"$150 to $300 Per Hour - General Financial Planning. $150 to $300 Per Hour - One-Time Consulting for Business. $150 to $300 Per Hour - One-Time Financial Consulting for individuals.","flat":"Flat fee ranges from $1,000 to $25,000, depending on the complexity of the task."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030388","page":"https://plannerfees.com/planners/sobora-capital-288237/"},{"crd":333569,"name":"Social Justice Capital LLC","city":"Bethlehem","state":"PA","fees":{"hourly":[250,250],"flat":[100,10000],"monthly":[100,10000]},"sourceSentences":{"flat":"FULL FINANCIAL PLAN Full financial plans are offered based on a flat fee between $100-$10,000.","hourly":"CONSULTATION SERVICES Financial planning consultation services are offered based on an hourly fee of $250 per hour.","monthly":"Ongoing Financial Planning Ongoing Financial Planning service fees are charged monthly in advance of $100-$10,000 per month depending on complexity."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040355","page":"https://plannerfees.com/planners/social-justice-capital-llc-333569/"},{"crd":326985,"name":"Socialtrader","city":"San Diego","state":"CA","fees":{"monthly":[9,29]},"sourceSentences":{"monthly":"$29.99 per month (standard subscription) $19.99 per month (promotional or limited-time offering, where applicable) $119.88 annually ($9.99/month equivalent) These services provide access to research tools, model portfolios, analytics, and related content."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038147","page":"https://plannerfees.com/planners/socialtrader-326985/"},{"crd":329730,"name":"Socrates Financial Planning","city":"Jenison","state":"MI","fees":{"hourly":[200,200],"flat":[1000,10000],"monthly":[300,1000]},"sourceSentences":{"hourly":"Our hourly rate is $200.","flat":"Fixed fees range from $1,000 to $10,000.","monthly":"Monthly fees range from $300 to $1,000."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006402","page":"https://plannerfees.com/planners/socrates-financial-planning-329730/"},{"crd":307384,"name":"Soesbe Financial","city":"Sacramento","state":"CA","fees":{"hourly":[425,425]},"sourceSentences":{"hourly":"All Adviser time over 12 hours will be billed at $425 per hour."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011906","page":"https://plannerfees.com/planners/soesbe-financial-307384/"},{"crd":316869,"name":"Sohum Financial Planning, LLC","city":"Evergreen","state":"CO","fees":{"hourly":[400,400],"flat":[1200,1200]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $400 per hour.","flat":"This service provides up to six hours of planning services per quarter for a flat fee of $1,200."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037556","page":"https://plannerfees.com/planners/sohum-financial-planning-llc-316869/"},{"crd":322037,"name":"Solano Wealth Advisors","city":"Fairfield","state":"CA","fees":{"hourly":[350,350],"flat":[1500,1500]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"We generally charge a minimum fee of $1,500 for written financial plans."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007508","page":"https://plannerfees.com/planners/solano-wealth-advisors-322037/"},{"crd":167118,"name":"Solari Financial Planning, LLC","city":"Goffstown","state":"NH","fees":{"hourly":[150,300],"annual":[3000,10000]},"sourceSentences":{"hourly":"Our hourly rate ranges from $150 to $300 per hour depending upon the scope and complexity of the engagement.","annual":"The first involves an annual fixed fee which typically ranges from $3,000 to $10,000 per year."},"brochureDate":"1/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002211","page":"https://plannerfees.com/planners/solari-financial-planning-llc-167118/"},{"crd":300575,"name":"Solid Oak 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a rate of $500 per month."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032151","page":"https://plannerfees.com/planners/south-county-wealth-planning-323650/"},{"crd":317019,"name":"South Pointe Advisors LLC","city":"New York","state":"NY","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"We may charge a fee of $400.00 per hour or more for our financial planning services for clients, which may be negotiable under certain circumstances or established as flat rate dependent on the client’s needs and complexity."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043870","page":"https://plannerfees.com/planners/south-pointe-advisors-llc-317019/"},{"crd":331701,"name":"Southbound Wealth LLC","city":"Rock 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$20,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031280","page":"https://plannerfees.com/planners/southbridge-advisors-llc-306075/"},{"crd":121757,"name":"Southeast Financial Advisors","city":"Greenville","state":"SC","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Southeast Financial Advisors provides separate financial planning services generally based on a maximum hourly rate of $350; however, it may provide financial planning services for a fixed fee."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044270","page":"https://plannerfees.com/planners/southeast-financial-advisors-121757/"},{"crd":178531,"name":"Southeastern Financial Planning, LLC","city":"Pensacola","state":"FL","fees":{"hourly":[150,150],"flat":[500,2000]},"sourceSentences":{"flat":"Advisor’s fixed financial planning fee ranges from $500 to $2,000.","hourly":"The fee is negotiable, and it will be set forth in the Financial Planning Agreement Hourly Fee Advisor assesses an hourly rate not to exceed $150.00 an hour for consulting related financial planning services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=895125","page":"https://plannerfees.com/planners/southeastern-financial-planning-llc-178531/"},{"crd":292275,"name":"Southern Capital Advisors, LLC","city":"Jackson","state":"TN","fees":{"hourly":[100,400]},"sourceSentences":{"hourly":"The Firm’s planning and consulting fees are negotiable and may range from $100-$400 on an hourly basis (and can be arranged on a fixed-fee basis as needed), depending on the level and scope of the service(s) required and the professional(s) rendering service(s)."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040452","page":"https://plannerfees.com/planners/southern-capital-advisors-llc-292275/"},{"crd":339415,"name":"Southern Capital Partners, LLC","city":"Franklin","state":"TN","fees":{"hourly":[500,500],"flat":[500,50000]},"sourceSentences":{"hourly":"Financial Consulting Services are offered based on an hourly fee of $500 per hour.","flat":"Full Financial Plans are offered based on a flat fee between $500 and $50,000."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049054","page":"https://plannerfees.com/planners/southern-capital-partners-llc-339415/"},{"crd":142644,"name":"Southern Financial Group, LLC","city":"Birmingham","state":"AL","fees":{"hourly":[50,200]},"sourceSentences":{"hourly":"Our financial planning fees are calculated and charged on an hourly basis, ranging from $50 to $200 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012339","page":"https://plannerfees.com/planners/southern-financial-group-llc-142644/"},{"crd":326800,"name":"Southern Wealth Builders","city":"Birmingham","state":"AL","fees":{"hourly":[250,250],"flat":[1500,5000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 to $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050154","page":"https://plannerfees.com/planners/southern-wealth-builders-326800/"},{"crd":328426,"name":"Southmore Financial Advisory LLC","city":"Houston","state":"TX","fees":{"hourly":[240,240]},"sourceSentences":{"hourly":"Our hourly rate is $240."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000719","page":"https://plannerfees.com/planners/southmore-financial-advisory-llc-328426/"},{"crd":146270,"name":"Southport Station Financial Management, LLC","city":"Southport","state":"CT","fees":{"hourly":[250,375],"flat":[500,20000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $20,000 on a fixed fee basis or from $250 to $375 per hour on an hourly basis.","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $20,000 on a fixed fee basis or from $250 to $375 per hour on an hourly 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are offered on an hourly rate of $150."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007957","page":"https://plannerfees.com/planners/sovereign-capital-vantage-inc-288492/"},{"crd":294314,"name":"Sovereign Financial Group, Inc.","city":"Stamford","state":"CT","fees":{"hourly":[200,450],"flat":[1500,10000],"monthly":[45,45]},"sourceSentences":{"monthly":"$45 / Month for unlimited accounts and AUM .000125 bps of AUM paid quarterly for non-tax sensitive trading. .000250 bps of AUM quarterly for tax sensitive trading.","hourly":"Hourly fees range from $200 to $450 per hour.","flat":"Fixed fees range from $1,500 to $10,000."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047434","page":"https://plannerfees.com/planners/sovereign-financial-group-inc-294314/"},{"crd":127151,"name":"Sovereign Financial Services","city":"Rocky Hill","state":"CT","fees":{"hourly":[180,250]},"sourceSentences":{"hourly":"(continued) Financial Planning Fee The fee for financial planning is based on an hourly rate ranging from $180 to $250 per hour, subject to no minimum or maximum, payable upon completion of the services."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021698","page":"https://plannerfees.com/planners/sovereign-financial-services-127151/"},{"crd":153059,"name":"Sovereign Financial Services, LLC","city":"Phoenix","state":"MD","fees":{"hourly":[250,250],"flat":[500,2000]},"sourceSentences":{"hourly":"Hourly rate charged for consultations is $250/hr.","flat":"Fees for Financial Planning are calculated at the negotiable hourly rate of $250 per hour or on a fixed fee basis, which ranges from $500 to $2000, depending upon the complexity of services."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011092","page":"https://plannerfees.com/planners/sovereign-financial-services-llc-153059/"},{"crd":188524,"name":"Sovereign Wealth Advisors LLC","city":"Houston","state":"TX","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"Our hourly fee is $350.","flat":"Flat fees generally range from $1,500 to $10,000, depending on the scope and complexity of the engagement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037545","page":"https://plannerfees.com/planners/sovereign-wealth-advisors-llc-188524/"},{"crd":339635,"name":"Sovereign Wealth Office LLC","city":"St. Augustine","state":"FL","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $500 to $5,000."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049065","page":"https://plannerfees.com/planners/sovereign-wealth-office-llc-339635/"},{"crd":342625,"name":"Sovereign Wealth Partners, LLC","city":"New Rockford","state":"ND","fees":{"hourly":[125,125],"flat":[500,2000]},"sourceSentences":{"hourly":"Services are offered at an hourly rate of $125 per hour.","flat":"Financial planning for ERISA plans is available at an hourly rate of $125 or a fixed fee ranging from $500 to $2,000 based on complexity and client needs."},"brochureDate":"7/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050735","page":"https://plannerfees.com/planners/sovereign-wealth-partners-llc-342625/"},{"crd":336353,"name":"Sow Advisors LLC","city":"Youngsville","state":"LA","fees":{"flat":[0,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $0 to $5,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028812","page":"https://plannerfees.com/planners/sow-advisors-llc-336353/"},{"crd":323658,"name":"SP Wealth Planning","city":"Churchville","state":"PA","fees":{"hourly":[250,450],"flat":[100,1000]},"sourceSentences":{"flat":"Fixed fee rates range between $100 and $1,000 billed monthly or quarterly..","hourly":"Our hourly rates range from $250 and $450."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012392","page":"https://plannerfees.com/planners/sp-wealth-planning-323658/"},{"crd":123900,"name":"Spahr Financial Group, LLC","city":"Huntington Beach","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial Planning & Consulting Services For financial planning or other engagements that do not involve ongoing management, SFG charges consulting fees calculated based on a rate of $300 per hour, or may charge a predetermined fixed fee depending on the project undertaken."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019423","page":"https://plannerfees.com/planners/spahr-financial-group-llc-123900/"},{"crd":317060,"name":"Spalding, Steven","city":"Palm Beach Gardens","state":"FL","fees":{"hourly":[150,150],"flat":[2000,20000]},"sourceSentences":{"hourly":"Our hourly fees begin at $150 an hour for planning and consulting services.","flat":"Flat fees generally range from $2,000 to $20,000 and may be lower at the discretion of the advisor."},"brochureDate":"10/17/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=734205","page":"https://plannerfees.com/planners/spalding-steven-317060/"},{"crd":296914,"name":"Spark Financial Advisors","city":"Richmond","state":"VA","fees":{"hourly":[300,300],"flat":[0,6000],"monthly":[2000,2000],"annual":[3000,3000]},"sourceSentences":{"flat":"The upfront Comprehensive Financial planning fee ranges from $0 - $6,000, depending on complexity and the needs of the client. 11 The upfront portion of the Wealth Management fee is for client onboarding, data gathering, and setting the basis for the financial plan.","monthly":"Fees for this service may be paid by electronic funds transfer or check. 15 Outsourced Financial Planning Fee Outsourced financial planning requires an ongoing minimum monthly fee paid in advance at a rate of $2,0005,000 per month depending on the needs of the client.","hourly":"There is an hourly Financial Planning fee rate of $300 per hour services that go above the agreed upon monthly minimum.","annual":"Should the Plan's market value fall below $600,000, Spark Financial Advisors, LLC may terminate the relationship or extend the relationship by charging a $3,000 annual fee to the Plan, which can be paid from Plan assets or 16 directly by the Plan Sponsor."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020419","page":"https://plannerfees.com/planners/spark-financial-advisors-296914/"},{"crd":322922,"name":"Spark Wealth Advisors","city":"Jacksonville","state":"FL","fees":{"flat":[500,5000],"monthly":[300,1000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 - $5,000.00.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning services are billed as an ongoing fee that is paid monthly, in advance, at the rate of $300.00 to $1000.00 per month."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004813","page":"https://plannerfees.com/planners/spark-wealth-advisors-322922/"},{"crd":327087,"name":"Sparrow Advisors, LLC","city":"Dallas","state":"TX","fees":{"hourly":[300,1000],"flat":[1000,100000]},"sourceSentences":{"flat":"The general range for our limited and/or annualized continuous financial planning and consulting fee is between $1,000 and $100,000 and our hourly fees are typically between $300 and $1,000 per hour, per professional involved.","hourly":"The general range for our limited and/or annualized continuous financial planning and consulting fee is between $1,000 and $100,000 and our hourly fees are typically between $300 and $1,000 per hour, per professional involved."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020509","page":"https://plannerfees.com/planners/sparrow-advisors-llc-327087/"},{"crd":152670,"name":"Sparrow Wealth Management","city":"Orlando","state":"FL","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"While the “base” fee is designed to cover most personal financial matters that the client may need help with, SWM reserves the right to charge its hourly fee, which is $350 / hour, for matters that are outside the scope of SWM’s personal financial planning services, such as providing consulting for a client’s business."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010518","page":"https://plannerfees.com/planners/sparrow-wealth-management-152670/"},{"crd":335599,"name":"Sparrow Wealth Management","city":"Mamaroneck","state":"NY","fees":{"hourly":[300,300],"flat":[1500,2500]},"sourceSentences":{"flat":"Ongoing Financial Planning SWC collects an initial fee of $1,500 - $2,500.","hourly":"We charge an hourly fee of $300 for Project-Based Financial Planning."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038029","page":"https://plannerfees.com/planners/sparrow-wealth-management-335599/"},{"crd":318036,"name":"Sparta Wealth Partners","city":"Charlotte","state":"NC","fees":{"hourly":[500,500],"annual":[30000,30000]},"sourceSentences":{"annual":"The negotiated fixed rate for creating client financial plans is a maximum annual fee of $30,000.","hourly":"The negotiated hourly fee for these services is no more than 9 $500."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051017","page":"https://plannerfees.com/planners/sparta-wealth-partners-318036/"},{"crd":166599,"name":"Spartan Planning Group","city":"Greensboro","state":"NC","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"Spartan Planning may, depending on the complexity of the engagement and services rendered, charge a financial planning fee (typically from $1,500-$5,000) for the initial comprehensive financial plan provided as a stand-alone plan or as part of our Wealth Management services."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013437","page":"https://plannerfees.com/planners/spartan-planning-group-166599/"},{"crd":297328,"name":"Spartan Wealth Solutions LLC","city":"Plano","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"SWS charges an hourly rate of $250 per hour plus costs incurred for financial and business advisory services. 50% of the fees are payable at the time the agreement is signed payable by check or other mutually agreeable form of payment."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034269","page":"https://plannerfees.com/planners/spartan-wealth-solutions-llc-297328/"},{"crd":288145,"name":"Spectra Investment Management, LLC","city":"Stuart","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Firm Brochure Financial Planning Services For limited scope financial planning services Spectra does charge a fixed fee that is calculated by multiplying our negotiable hourly rate of $500 by the estimated amount of time needed to complete the financial planning project."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023954","page":"https://plannerfees.com/planners/spectra-investment-management-llc-288145/"},{"crd":151277,"name":"Spectrum Advisers, LLC","city":"Chapel 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planning.","hourly":"Method of Compensation and Fee Schedule FINANCIAL PLANNING and CONSULTING SAF charges either on a negotiable fixed fee basis with a maximum of $2,500 or on an hourly fee of $200 per hour basis for financial planning."},"brochureDate":"3/27/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=962692","page":"https://plannerfees.com/planners/spectrum-advisors-financial-llc-149836/"},{"crd":114805,"name":"Spectrum Advisors, Inc.","city":"Plano","state":"TX","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fees vary and typically range from $500 to $10,000 per plan, depending on the plan's complexity.","hourly":"Hourly rates are $250 per hour and are negotiable."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037564","page":"https://plannerfees.com/planners/spectrum-advisors-inc-114805/"},{"crd":127453,"name":"Spectrum Financial Resources","city":"Troy","state":"MI","fees":{"hourly":[75,75],"flat":[1500,1500]},"sourceSentences":{"flat":"Fees for financial planning will consist of a minimum planning fee of $1500.","hourly":"SFR’s consulting services are provided at the firm's hourly rate of $75."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032117","page":"https://plannerfees.com/planners/spectrum-financial-resources-127453/"},{"crd":108669,"name":"Spectrum Investment Advisors, Inc.","city":"Mequon","state":"WI","fees":{"annual":[2000,2000]},"sourceSentences":{"annual":"All accounts are subject to a minimum annual fee of $2,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023559","page":"https://plannerfees.com/planners/spectrum-investment-advisors-inc-108669/"},{"crd":298632,"name":"Spectrum Wealth Advisory Group, LLC","city":"Granite Bay","state":"CA","fees":{"hourly":[500,500],"flat":[1500,100000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees range from $1,500 to $100,000."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060031","page":"https://plannerfees.com/planners/spectrum-wealth-advisory-group-llc-298632/"},{"crd":144164,"name":"Spectrum Wealth Management, LLC","city":"Meredith","state":"CO","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Financial Planning and Consulting Spectrum charges fixed fee based of $500 to $10,000 based on complexity and unique Client needs for financial planning."},"brochureDate":"4/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040779","page":"https://plannerfees.com/planners/spectrum-wealth-management-llc-144164/"},{"crd":306537,"name":"Spencer Financial Planning, LLC","city":"Cheney","state":"WA","fees":{"quarterly":[2500,8500],"annual":[10000,34000]},"sourceSentences":{"annual":"Clients will also be assessed an annual fee ranging from $10,000 to $34,000, depending on certain factors as described below, or a quarterly fee ranging from $2,500 to $8,500.","quarterly":"Clients will also be assessed an annual fee ranging from $10,000 to $34,000, depending on certain factors as described below, or a quarterly fee ranging from $2,500 to $8,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038727","page":"https://plannerfees.com/planners/spencer-financial-planning-llc-306537/"},{"crd":298545,"name":"Spencer Hawkins Investment Adviser, LLC","city":"Columbus","state":"OH","fees":{"hourly":[60,1000],"flat":[1800,1800]},"sourceSentences":{"flat":"Fee for Individual/Family Financial Planning - Comprehensive Financial Plan - Pre-negotiated Flat Initial Fee (typically $1,800) - Annual recurring fee, (typically $240 annually, $60 per labor hour, or whichever is greater Planning fees may be waived or discounted at the discretion of the investment adviser.","hourly":"Fees for these services are negotiable and may be based on a percentage of assets under management, an annual retainer, or hourly rates ranging from $60/hour to $1,000/hour and are set forth in the client’s agreement with Spencer Hawkins Investment Adviser, LLC."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019564","page":"https://plannerfees.com/planners/spencer-hawkins-investment-adviser-llc-298545/"},{"crd":338070,"name":"Spenditright LLC","city":"Houston","state":"TX","fees":{"hourly":[250,250],"annual":[2000,2000]},"sourceSentences":{"hourly":"The firm’s hourly rate for advisory and analysis services is $250 per hour.","annual":"Basic portfolio oversight → $2,000 per year"},"brochureDate":"2/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007291","page":"https://plannerfees.com/planners/spenditright-llc-338070/"},{"crd":284496,"name":"SPG Advisors LLC","city":"Kirkland","state":"WA","fees":{"hourly":[150,150],"flat":[750,5000]},"sourceSentences":{"hourly":"Clients will be given an estimated fee at the signing of the agreement with the full balance due upon delivery of the completed plan. ● Hourly Fees Financial planning services are offered based on a negotiable hourly rate of $150 per hour.","flat":"Page - 7 Form ADV2A ● SPG Advisors LLC Fixed Fees Financial planning services are offered based on a negotiable fixed fee ranging between $750 and $5,000 based on the complexity of the plan and the Client’s needs."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057247","page":"https://plannerfees.com/planners/spg-advisors-llc-284496/"},{"crd":152792,"name":"Spicer Wealth Management","city":"Beavercreek","state":"OH","fees":{"hourly":[500,500],"flat":[250,250]},"sourceSentences":{"hourly":"The Firm assesses an hourly rate not to exceed $500 an hour for consulting related financial planning services.","flat":"The minimum hourly planning fee is $250 and a maximum fee of $20,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016766","page":"https://plannerfees.com/planners/spicer-wealth-management-152792/"},{"crd":328455,"name":"Spiehs Wealth Management, Inc.","city":"Grand Island","state":"NE","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"SWM charges a non-negotiable hourly fee of $200 per hour for financial planning."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024689","page":"https://plannerfees.com/planners/spiehs-wealth-management-inc-328455/"},{"crd":131589,"name":"Spillane Financial Planning, Inc.","city":"Lebanon","state":"OH","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"We are compensated at a rate of $200 per hour."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004974","page":"https://plannerfees.com/planners/spillane-financial-planning-inc-131589/"},{"crd":128833,"name":"Spinelli Financial Advisors, Inc","city":"Warren","state":"NJ","fees":{"hourly":[175,310]},"sourceSentences":{"hourly":"Hourly rates range from $175 to $310 an hour, depending on the personnel involved."},"brochureDate":"5/3/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=912456","page":"https://plannerfees.com/planners/spinelli-financial-advisors-inc-128833/"},{"crd":165279,"name":"Spinnaker Financial Group, LLC","city":"Independence","state":"OH","fees":{"hourly":[200,200],"flat":[10000,10000]},"sourceSentences":{"hourly":"Services are offered based on a negotiable hourly fee of $200 per hour.","flat":"Services are offered based on flat fee basis with a maximum fee of $10,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021082","page":"https://plannerfees.com/planners/spinnaker-financial-group-llc-165279/"},{"crd":283414,"name":"Spinnaker Investment Group, LLC","city":"Newport Beach","state":"CA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Spinnaker will charge a one-time fee of a maximum of $1,500 for setting up the service with Wealth.com."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046996","page":"https://plannerfees.com/planners/spinnaker-investment-group-llc-283414/"},{"crd":170903,"name":"Spinosa Wealth Management Group","city":"Mandeville","state":"LA","fees":{"hourly":[350,350],"flat":[1000,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range from $1,000 to $5,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015120","page":"https://plannerfees.com/planners/spinosa-wealth-management-group-170903/"},{"crd":301506,"name":"Spire Investment Management LLC","city":"Hoffman Estates","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Regardless of the type of planning service best suited for clients, the associated fee is based upon our hourly fee rate (of $250 per hour) and the number of hours needed to complete the analysis."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049127","page":"https://plannerfees.com/planners/spire-investment-management-llc-301506/"},{"crd":141372,"name":"Spiritus Financial Planning","city":"Fort Bragg","state":"CA","fees":{"hourly":[375,375],"flat":[4000,5000]},"sourceSentences":{"flat":"Planning fees are negotiable and commonly range from $4,000 to $5,000.","hourly":"Meeting fees are on-going at $375 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024885","page":"https://plannerfees.com/planners/spiritus-financial-planning-141372/"},{"crd":331718,"name":"Splizer Invest","city":"Nokesville","state":"VA","fees":{"flat":[250,1000],"monthly":[300,300],"annual":[1000,1000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client standard financial plans is between $250 and $1,000.","annual":"One off plan $3,500 + 750 for an update within 24 Months Annual Financial Planning to include quarterly check-ins, annual review: $4,500 Initial Plan Fee (IPF) and $1,000 Annual Plan Fee (APF).","monthly":"For RPS Participants there is a reduced planning fee of $300 per month for comprehensive financial planning services."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040529","page":"https://plannerfees.com/planners/splizer-invest-331718/"},{"crd":304750,"name":"Spotlight Investment LLC","city":"Boston","state":"MA","fees":{"hourly":[200,200],"flat":[2000,8000]},"sourceSentences":{"hourly":"The refund will be calculated on a pro-rata basis using an hourly fee of $200 based on the number of hours completed.","flat":"Services are offered based on a flat fee between $2,000 and $8,000."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000718","page":"https://plannerfees.com/planners/spotlight-investment-llc-304750/"},{"crd":147075,"name":"Spraker West Wealth Management, Inc","city":"Winter Park","state":"FL","fees":{"hourly":[300,300],"flat":[1200,2500]},"sourceSentences":{"flat":"Quoted fees for Financial Plans cost $1,200-$2,500 depending upon the level Spraker West Wealth Management, Inc Form ADV Part 2 Brochure Page 8 March 24, 2026 of complexity of the plan, the number of planning scenarios, and number of hours estimated to complete analysis of cash flow/risk/retirement/black swan…","hourly":"However, The Firm may provide hourly consulting at the published rate of $300.00 per hour for those who do not need discretionary professional portfolio management."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024616","page":"https://plannerfees.com/planners/spraker-west-wealth-management-inc-147075/"},{"crd":313422,"name":"Spreckels Wealth Management","city":"San Diego","state":"CA","fees":{"hourly":[500,500],"flat":[1000,30000]},"sourceSentences":{"flat":"Fees for Wealth Planning services are quoted on a per project basis ranging from $1,000-$30,000.","hourly":"The hourly rate is $500/hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027030","page":"https://plannerfees.com/planners/spreckels-wealth-management-313422/"},{"crd":119902,"name":"Spreng Capital Management, Inc.","city":"Bucyrus","state":"OH","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"If SCM is retained by a client or individual to assist with financial planning our rate is $250 an hour for these services. 8"},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015908","page":"https://plannerfees.com/planners/spreng-capital-management-inc-119902/"},{"crd":285738,"name":"Sprincz Advisory Group, LLC","city":"Littleton","state":"CO","fees":{"hourly":[200,200],"flat":[150,1000]},"sourceSentences":{"hourly":"Services are offered based on a negotiable hourly rate of $200 per hour.","flat":"Services are offered based on a negotiable flat fee of $150 - $1,000, based on the complexity of the plan and the client’s needs."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041730","page":"https://plannerfees.com/planners/sprincz-advisory-group-llc-285738/"},{"crd":338643,"name":"Spring Street Wealth","city":"New York","state":"NY","fees":{"flat":[1000,15000]},"sourceSentences":{"flat":"Fixed fees for financial planning will typically range from $1,000 - $15,000, depending on the scope and complexity of the work."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050983","page":"https://plannerfees.com/planners/spring-street-wealth-338643/"},{"crd":154862,"name":"Springboard Asset Management LLC","city":"Cheshire","state":"CT","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Financial planning fees will range from $500 to $5,000 depending on the anticipated complexity thereof."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021681","page":"https://plannerfees.com/planners/springboard-asset-management-llc-154862/"},{"crd":323793,"name":"Springboard Financial Services","city":"Black Mountain","state":"NC","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the Client, the fee for Financial Planning Services can range from $1,000 to $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032510","page":"https://plannerfees.com/planners/springboard-financial-services-323793/"},{"crd":131190,"name":"Springwood Financial Advisors","city":"Dallas","state":"TX","fees":{"hourly":[300,300],"flat":[5000,15000]},"sourceSentences":{"hourly":"At an hourly rate of $300 per hour. 8 2.","flat":"Financial plans will typically be quoted a fee ranging from $5,000 to $15,000, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032730","page":"https://plannerfees.com/planners/springwood-financial-advisors-131190/"},{"crd":286359,"name":"Sprout Capital Management, LLC","city":"Austin","state":"TX","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"We charge a maximum hourly fee of $350 for financial planning and consulting services."},"brochureDate":"5/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046135","page":"https://plannerfees.com/planners/sprout-capital-management-llc-286359/"},{"crd":125563,"name":"Spurr Financial Planning, Inc.","city":"Salida","state":"CO","fees":{"hourly":[225,225],"flat":[2500,2500]},"sourceSentences":{"flat":"Comprehensive financial plans are $2,500. 2 Part 2A of Form ADV:","hourly":"In these instances, our hourly rate is $225 per hour for new clients and estimates of the specific project are always provided in advance."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022117","page":"https://plannerfees.com/planners/spurr-financial-planning-inc-125563/"},{"crd":284158,"name":"Spurstone","city":"Higganum","state":"CT","fees":{"flat":[500,25000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $25,000.00."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019142","page":"https://plannerfees.com/planners/spurstone-284158/"},{"crd":122594,"name":"Spyglass Investment Management","city":"Terre Haute","state":"IN","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Occasionally Spyglass will charge an hourly fee of $100 for projects that are limited in scope."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019324","page":"https://plannerfees.com/planners/spyglass-investment-management-122594/"},{"crd":299957,"name":"Spyrnal Financial Group","city":"Bokeelia","state":"FL","fees":{"hourly":[250,250],"flat":[750,3000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $750 and $3,000.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $250 per hour."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022312","page":"https://plannerfees.com/planners/spyrnal-financial-group-299957/"},{"crd":117750,"name":"Squire Wealth Advisors","city":"Orem","state":"UT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"8 Classification Approved Outside Entities Financial planning fees will be charged on either an hourly basis at the rate of $300 per hour or we may request a retainer to initiate financial planning and consulting services."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023376","page":"https://plannerfees.com/planners/squire-wealth-advisors-117750/"},{"crd":333991,"name":"Squires Law & Squires Investments, LLC","city":"Reno","state":"NV","fees":{"hourly":[350,700]},"sourceSentences":{"hourly":"For hourly engagements, each professional has an assigned hourly rate that ranges between $350 and $700 per hour and may vary by the type of engagement."},"brochureDate":"1/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002426","page":"https://plannerfees.com/planners/squires-law-squires-investments-llc-333991/"},{"crd":121298,"name":"SR Financial Services, Inc.","city":"Seven Hills","state":"OH","fees":{"hourly":[150,150],"flat":[250,250]},"sourceSentences":{"hourly":"The fee for financial planning services is either an hourly charge of $150.00, or if an entire financial plan is prepared the fee is one-fourth of one percent (0.25%) of the clients net worth, with a minimum fee of $1,000.00.","flat":"When preparing an entire financial plan, a $250.00 retainer is billed up front, with the remainder of the fee due upon completion of the services."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003881","page":"https://plannerfees.com/planners/sr-financial-services-inc-121298/"},{"crd":341344,"name":"SRJ Financial Consulting LLC","city":"Lombard","state":"IL","fees":{"hourly":[200,200],"flat":[50000,50000]},"sourceSentences":{"hourly":"Services are offered at an hourly fee of $200 per hour.","flat":"Services are offered based on a fixed fee to never exceed $50,000, based on the complexity of the engagement."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058335","page":"https://plannerfees.com/planners/srj-financial-consulting-llc-341344/"},{"crd":343656,"name":"SRL Financial","city":"Cicero","state":"IN","fees":{"annual":[3000,18000]},"sourceSentences":{"annual":"The annual fee range is $3,000 to $18,000, and is based on Client’s net worth and income."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054773","page":"https://plannerfees.com/planners/srl-financial-343656/"},{"crd":343188,"name":"SRS Wealth Management","city":"Lancaster","state":"OH","fees":{"flat":[0,10000]},"sourceSentences":{"flat":"Financial planning fees typically range from $0 to $10,000 per engagement or per year depending on the structure and scope of services."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054460","page":"https://plannerfees.com/planners/srs-wealth-management-343188/"},{"crd":287572,"name":"SRS Wealth Mangement","city":"San Diego","state":"CA","fees":{"hourly":[200,200],"flat":[1200,5000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $1,200 and $5,000.","hourly":"Should the client terminate the advisory agreement with SRS before the finalized financial plan is delivered, they will be entitled to a pro-rata refund of the fee paid, based on how many hours of work SRS has done on the plan at a rate of $200/hr."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044977","page":"https://plannerfees.com/planners/srs-wealth-mangement-287572/"},{"crd":151251,"name":"ST. Clair Financial","city":"Roseville","state":"CA","fees":{"hourly":[275,625],"flat":[4500,7500],"annual":[4500,15000]},"sourceSentences":{"flat":"The specific asset-based fee rate(s), frequency of billing, timing of billing, and valuation methodology are all set forth in the specific advisory agreement to be signed by a client.​ ii.​ Flat fees for Financial Planning services generally range from $4,500 to $7,500 for the preparation of an initial financial…","annual":"To the extent Adviser is also engaged to render ongoing Financial Planning services, annual flat fees generally range from $4,500 to $15,000.","hourly":"Ongoing flat fees are subject to automatic annual increases as tied to the Consumer Price Index.​ ​ To the extent a client also engages Adviser for Portfolio Management services and maintains at least $750,000 under Adviser’s management, Financial Planning services are provided for no additional fee (i.e., the flat…"},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012870","page":"https://plannerfees.com/planners/st-clair-financial-151251/"},{"crd":159000,"name":"ST. Croix Advisors, LLC","city":"Woodbury","state":"MN","fees":{"flat":[4500,4500]},"sourceSentences":{"flat":"$4,500.00 base fee, once over 15 hours, $450.00 hr."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015495","page":"https://plannerfees.com/planners/st-croix-advisors-llc-159000/"},{"crd":124778,"name":"ST. 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Financial Advice engagements are offered at the rate of $310 per hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011282","page":"https://plannerfees.com/planners/stars-stripes-financial-advisors-317606/"},{"crd":167072,"name":"Stash Wealth, LLC","city":"New York","state":"NY","fees":{"flat":[5000,5000],"monthly":[200,200]},"sourceSentences":{"flat":"Stash Plan: $5,000 for high earning professionals, this is a multi-week engagement between the client and SW.","monthly":"At no time will the program fee be less than $200 per month."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013917","page":"https://plannerfees.com/planners/stash-wealth-llc-167072/"},{"crd":333710,"name":"Statera Wealth Management","city":"St. George","state":"UT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"AND CONSULTING Statera charges an hourly fee of $300 for financial planning and consulting services."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044045","page":"https://plannerfees.com/planners/statera-wealth-management-333710/"},{"crd":128859,"name":"Stawnychy Financial Services, Inc.","city":"Kinnelon","state":"NJ","fees":{"flat":[500,15000]},"sourceSentences":{"flat":"Stawnychy Financial charges a fixed fee for comprehensive financial planning services that will range from $500 to $15,000 depending on the scope and complexity of the services required, and will be negotiated in advance."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031473","page":"https://plannerfees.com/planners/stawnychy-financial-services-inc-128859/"},{"crd":115145,"name":"Steadfast Financial Services","city":"Altamonte 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hourly fee of $400.00, or less, depending on the scope of the work required. 3."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051064","page":"https://plannerfees.com/planners/stellar-financial-planning-120284/"},{"crd":342926,"name":"Stellar Wealth Management","city":"Anchorage","state":"AK","fees":{"hourly":[350,350],"flat":[2500,2500],"monthly":[350,350],"annual":[3600,3600]},"sourceSentences":{"flat":"The minimum one-time financial plan fee is $2,500 and the maximum is $30,000.","monthly":"Months 2 through 12 — $350 per month, in arrears.","annual":"Annualized cost: $4,350 in year 1 ($500 at signing plus eleven $350 monthly invoices) and $3,600 per year thereafter ($300 × 12 months).","hourly":"Consultation Fee Hourly consultation is billed at $350 per hour."},"brochureDate":"5/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046112","page":"https://plannerfees.com/planners/stellar-wealth-management-342926/"},{"crd":325089,"name":"Stenger Family Office, LLC","city":"Naperville","state":"IL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"These fees are negotiable and can be up to $5,000 for a financial plan or $500 hourly depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051505","page":"https://plannerfees.com/planners/stenger-family-office-llc-325089/"},{"crd":334730,"name":"Step Forward Financial","city":"Lewistown","state":"PA","fees":{"hourly":[72,72],"annual":[720,720]},"sourceSentences":{"annual":"Clients may choose to pay fee 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Doyle Investment Management","city":"Kingwood","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Investment Planning Fee Schedule: $150.00 per hour The number of hours required for asset allocation planning will be determined in advance."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046674","page":"https://plannerfees.com/planners/stephanie-e-doyle-investment-management-137067/"},{"crd":300868,"name":"Stepping Stone Advisors, LLC","city":"North Ridgeville","state":"OH","fees":{"hourly":[200,200],"annual":[1200,1200]},"sourceSentences":{"annual":"There is a minimum annual fee of $1,200.","hourly":"Project-Based Financial Planning Hourly Fee Financial Planning is available for limited-scope projects at an hourly rate of $200 per 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$2,500.","hourly":"Our hourly fee is $250."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037231","page":"https://plannerfees.com/planners/sterling-advisory-services-llc-169827/"},{"crd":106822,"name":"Sterling Capital Management Inc","city":"Brookfield","state":"WI","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The firm charges a fixed fee for financial planning services typically $350 an hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024964","page":"https://plannerfees.com/planners/sterling-capital-management-inc-106822/"},{"crd":126064,"name":"Sterling Financial Planning","city":"New York","state":"NY","fees":{"hourly":[300,300],"monthly":[450,800]},"sourceSentences":{"monthly":"Single clients pay a $3,000 up-front fee and then $450 - $800 per month, depending upon complexity.","hourly":"Our firm is compensated for hourly financial planning engagements at the rate of $300 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012424","page":"https://plannerfees.com/planners/sterling-financial-planning-126064/"},{"crd":108664,"name":"Sterling Financial Planning Inc","city":"Sparta","state":"NJ","fees":{"flat":[2000,6000]},"sourceSentences":{"flat":"Sterling’s planning and consulting fees are negotiable but generally range from $2,000 to $6,000 on a fixed fee basis, depending upon the level and scope of the services required and the professionals providing the services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028614","page":"https://plannerfees.com/planners/sterling-financial-planning-inc-108664/"},{"crd":140710,"name":"Sterling Investment Advisors LTD.","city":"Berwyn","state":"PA","fees":{"flat":[2000,20000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $20,000 on a fixed fee basis, or at a mutually agreed upon hourly rate, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022699","page":"https://plannerfees.com/planners/sterling-investment-advisors-ltd-140710/"},{"crd":117287,"name":"Sterling Investment Advisors,llc","city":"Bolivar","state":"MO","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Per-hour financial planning service fees are assessed at a rate of $200 per hour."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014823","page":"https://plannerfees.com/planners/sterling-investment-advisors-llc-117287/"},{"crd":112923,"name":"Sterling Investment Management, LLC","city":"Tucson","state":"AZ","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The hourly rate is $500 per hour and is calculated by rounding up to the next full hour of services provided."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021374","page":"https://plannerfees.com/planners/sterling-investment-management-llc-112923/"},{"crd":284218,"name":"Sterling Manor Financial, LLC","city":"Saratoga Springs","state":"NY","fees":{"hourly":[75,250],"flat":[250,2000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $250 and $2,000.","hourly":"The hourly fee for these services is between $75 and $250."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044634","page":"https://plannerfees.com/planners/sterling-manor-financial-llc-284218/"},{"crd":124121,"name":"Sterling Wealth Advisors, Inc.","city":"Plantation","state":"FL","fees":{"hourly":[350,350],"flat":[8000,8000]},"sourceSentences":{"flat":"If a client engages Adviser to provide ongoing financial planning and discretionary investment advisory services, Adviser generally requires a minimum annual financial planning fee of $8,000 (but the amount varies depending upon the complexity and scope of the services required) plus a fee for investment advisory…","hourly":"In the event that the client engages the Adviser to provide combined investment advisory and financial planning services set forth above, a credit equal to half of the amount paid for the Financial Overview will be provided to the client on the next quarterly statement. 7 Consulting Project/Retainer Services under…"},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039721","page":"https://plannerfees.com/planners/sterling-wealth-advisors-inc-124121/"},{"crd":131304,"name":"Sterling Wealth Management, Inc.","city":"Champaign","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Various rates apply as determined by the person performing the service as follows: $250/hour for a Certified Financial Planner professional."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026741","page":"https://plannerfees.com/planners/sterling-wealth-management-inc-131304/"},{"crd":113715,"name":"Steve Lynch Wealth Management","city":"Albuquerque","state":"NM","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Follow-up implementation work is billed separately at the rate of $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031568","page":"https://plannerfees.com/planners/steve-lynch-wealth-management-113715/"},{"crd":317517,"name":"Stevens Capital Partners","city":"Omaha","state":"NE","fees":{"hourly":[500,500],"annual":[5000,5000]},"sourceSentences":{"annual":"There is a minimum annual fee of $5000, which means SCP manages $300,000 for you or less then you will pay a flat fee.","hourly":"Financial Planning engagements are offered at an hourly rate of $500 per hour."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052286","page":"https://plannerfees.com/planners/stevens-capital-partners-317517/"},{"crd":317925,"name":"Stevenson Advisory Services & Investments","city":"Weatherford","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"SASI charges an hourly fee of $150 per hour for financial planning."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016968","page":"https://plannerfees.com/planners/stevenson-advisory-services-investments-317925/"},{"crd":321846,"name":"Steward Advisors Group, LLC","city":"Halfmoon","state":"NY","fees":{"hourly":[250,250],"flat":[1500,7500]},"sourceSentences":{"hourly":"For projects outside the scope of or in addition to the investment advisory fees defined above, a standard hourly rate of $250-800 per hour may be charged.","flat":"Financial Planning and Consulting fees will be charged as an hourly fee, typically ranging from $250 to $800 per hour, or on a flat fee ranging from $1,500 to $7,500, depending on the nature and complexity of each client’s circumstances, and the advisor on their account."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025723","page":"https://plannerfees.com/planners/steward-advisors-group-llc-321846/"},{"crd":153609,"name":"Steward Financial Services, LLC","city":"Salt Lake City","state":"UT","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $150 and is non-negotiable."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018526","page":"https://plannerfees.com/planners/steward-financial-services-llc-153609/"},{"crd":314340,"name":"Steward Inc.","city":"Washington","state":"DC","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"Steward offers its single integrated service, including investment management and advanced financial planning, on an annual flat fee of $5,000 plus a fee based upon assets under management that scales down as client’s assets grow, billed quarterly, in arrears."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008065","page":"https://plannerfees.com/planners/steward-inc-314340/"},{"crd":287644,"name":"Stewardright","city":"Wichita","state":"KS","fees":{"flat":[1500,5000],"monthly":[100,1000]},"sourceSentences":{"monthly":"Monthly fees may range from $100 per month to $1,000 per month or more depending on the scope and complexity of the planning services being rendered.","flat":"One-time fees for a single event engagement such as doing one financial plan as a deliverable may range from $1,500 to $5,000 or more depending on the scope of the engagement, and such fees are negotiable."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051231","page":"https://plannerfees.com/planners/stewardright-287644/"},{"crd":310524,"name":"Stewards Asset Management","city":"Fort Lee","state":"NJ","fees":{"hourly":[250,250],"flat":[1500,4000],"monthly":[150,500]},"sourceSentences":{"flat":"Comprehensive Financial Planning consists of an upfront charge of $1,500-$4,000 and an ongoing fee that is paid monthly, in advance, at the rate of $150-$500 per month.","monthly":"Comprehensive Financial Planning consists of an upfront charge of $1,500-$4,000 and an ongoing fee that is paid monthly, in advance, at the rate of $150-$500 per month.","hourly":"Fees range from free to $1,000 per seminar, plus travel expenses and preparation costs paid at the standard hourly fee ($250 per hour)."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047953","page":"https://plannerfees.com/planners/stewards-asset-management-310524/"},{"crd":277099,"name":"Stewardship Advisors, LLC","city":"Mount Joy","state":"PA","fees":{"flat":[500,500]},"sourceSentences":{"flat":"We offer both plan consultation and our internal portfolio management services on a fixed fee basis; typically, ranging from $500 up to $10,000 for more extensive engagements."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019751","page":"https://plannerfees.com/planners/stewardship-advisors-llc-277099/"},{"crd":165710,"name":"Stewardship Advisory Group, LLC","city":"Clermont","state":"FL","fees":{"hourly":[200,450]},"sourceSentences":{"hourly":"Project fees are listed above. 9 Alternatively, we may perform services based upon the Firm’s hourly rate of $200 - $450, depending upon the complexities of services and agreed upon at the time of engagement."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050392","page":"https://plannerfees.com/planners/stewardship-advisory-group-llc-165710/"},{"crd":334790,"name":"Stewardship Asset Management LLC","city":"Star","state":"ID","fees":{"hourly":[250,250],"flat":[250,5000],"monthly":[50,50]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $5,000.","hourly":"The negotiated hourly fee for these services is $250.","monthly":"The fee for individuals that do not use SAML’s other advisory services is $50 per month paid via a secure third-party credit card processor such as Stripe."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999976","page":"https://plannerfees.com/planners/stewardship-asset-management-llc-334790/"},{"crd":330611,"name":"Stewardship Concepts Financial Services LLC","city":"Spokane","state":"WA","fees":{"hourly":[300,300],"flat":[3000,3000]},"sourceSentences":{"flat":"For clients that request and require comprehensive financial planning services, a flat fee of $3,000 is charged, reflecting approximately ten hours of our time.","hourly":"For our clients who have already completed a comprehensive financial plan under our fixed fee engagement, and later request additional planning services or updates outside the original 12-month engagement, the firm offers planning services on an hourly basis at a rate of $300.00 per hour."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002872","page":"https://plannerfees.com/planners/stewardship-concepts-financial-services-llc-330611/"},{"crd":281386,"name":"Stewardship Financial","city":"Gilbert","state":"AZ","fees":{"flat":[500,10000],"monthly":[189,189]},"sourceSentences":{"flat":"Project-Based Planning – A one-time engagement for a fixed fee ranging from $500 to $10,000.","monthly":"Ongoing Financial Planning – An ongoing engagement for a fixed monthly fee of $189, billed through our payment platform."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043546","page":"https://plannerfees.com/planners/stewardship-financial-281386/"},{"crd":128676,"name":"Stewardship Financial 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exceed $300 per hour.","flat":"Our fixed fees typically range from $2,000 to $12,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018042","page":"https://plannerfees.com/planners/stewart-wealth-management-inc-143425/"},{"crd":334077,"name":"Stewart Wealth Management, LLC","city":"Naples","state":"FL","fees":{"hourly":[150,150],"flat":[500,2000]},"sourceSentences":{"hourly":"- 3- HOURLY FEES Financial Planning Services are offered based on a non-negotiable hourly fee of $150 per hour.","flat":"Services are offered based on a negotiable flat fee between $500 and $2,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008775","page":"https://plannerfees.com/planners/stewart-wealth-management-llc-334077/"},{"crd":317254,"name":"Still River Financial 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hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034899","page":"https://plannerfees.com/planners/still-river-financial-planning-317254/"},{"crd":332066,"name":"Stillforest Wealth Management","city":"Houston","state":"TX","fees":{"hourly":[400,400],"flat":[500,500]},"sourceSentences":{"flat":"Ongoing Financial Planning SWM collects an initial fee, no greater than $500.","hourly":"In the event of early termination prior to the initial plan being delivered, Client shall be charged a prorated fee according to the amount of work performed, based on SWM’s hourly rate of $400, and any unearned fees will be refunded."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015969","page":"https://plannerfees.com/planners/stillforest-wealth-management-332066/"},{"crd":341336,"name":"Stillpoint Wealth","city":"Delray Beach","state":"FL","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning SW collects an initial fee, no greater than $5,000."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045300","page":"https://plannerfees.com/planners/stillpoint-wealth-341336/"},{"crd":311084,"name":"Stillwater Financial","city":"Stillwater","state":"OK","fees":{"flat":[500,5000],"annual":[3000,3000]},"sourceSentences":{"annual":"Ongoing Financial Planning consists of an ongoing annual fee starting at $3,000 per year.","flat":"Project-Based Financial Planning Project-Based Financial Planning is offered on a fixed fee basis and will range between $500-$5,000, depending on complexity and scope of the engagement, and may be negotiable in certain cases."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013452","page":"https://plannerfees.com/planners/stillwater-financial-311084/"},{"crd":121272,"name":"Stinson Financial Planning","city":"Nashville","state":"TN","fees":{"annual":[3000,5000]},"sourceSentences":{"annual":"Stinson Financial Planning is compensated for its services by charging an annual fee based on the time spent, generally between $3,000 and $5,000."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000577","page":"https://plannerfees.com/planners/stinson-financial-planning-121272/"},{"crd":169383,"name":"Stkeros Financial Planning, LLC","city":"New York","state":"NY","fees":{"hourly":[360,360]},"sourceSentences":{"hourly":"As of this notice, our hourly rate is $360 for new clients and is not negotiable."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045579","page":"https://plannerfees.com/planners/stkeros-financial-planning-llc-169383/"},{"crd":338595,"name":"Stock Financial and Retirement Solutions","city":"Somers","state":"CT","fees":{"flat":[0,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $0 and $5,000."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005648","page":"https://plannerfees.com/planners/stock-financial-and-retirement-solutions-338595/"},{"crd":314680,"name":"Stock Plan Advisory Group LLC","city":"Alexandria","state":"VA","fees":{"flat":[2000,20000],"quarterly":[3000,3000]},"sourceSentences":{"flat":"AND CONSULTING SPAG charges an ongoing fixed fee between $2,000 to $20,000 for financial planning.","quarterly":"The quarterly fee of $3,000 is due at the end of each quarter, i.e."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045849","page":"https://plannerfees.com/planners/stock-plan-advisory-group-llc-314680/"},{"crd":329480,"name":"Stockade Wealth Management","city":"Marlboro","state":"NJ","fees":{"hourly":[375,375],"flat":[1500,15000],"annual":[7500,30500]},"sourceSentences":{"annual":"WEALTH MANAGEMENT SERVICES Wealth Management Services are based on a negotiable annual fee between $7,500 $30,500, dependent upon the complexity of the Client’s specific situation.","flat":"Project-Based Financial Plan Full Project-Based financial planning services are offered based on a negotiable fixed fee between $1,500 and $15,000 dependent upon the complexity of the Client’s specific situation.","hourly":"Consultation Services Consulting services are offered based on an hourly fee of $375 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023249","page":"https://plannerfees.com/planners/stockade-wealth-management-329480/"},{"crd":119796,"name":"Stoecker Financial, Inc.","city":"Plano","state":"TX","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"Client will pay a retainer of $2,500.00 with a fully executed Financial & Tax Planning Contract."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045214","page":"https://plannerfees.com/planners/stoecker-financial-inc-119796/"},{"crd":300899,"name":"Stokes Family Office LLC","city":"New Orleans","state":"LA","fees":{"hourly":[250,500],"flat":[500,100000]},"sourceSentences":{"flat":"Fixed fees generally range from $500 to $100,000, depending upon the scope and complexity of the services and the professional rendering of the family office services.","hourly":"If the client elects to receive Family Office Services on an hourly basis, the Firm’s hourly rates range from $250 to $500 per hour."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043430","page":"https://plannerfees.com/planners/stokes-family-office-llc-300899/"},{"crd":6911,"name":"Stolper & Co., Inc.","city":"San Diego","state":"CA","fees":{"monthly":[250,250],"annual":[3000,3000]},"sourceSentences":{"annual":"The minimum annual fee is $3,000.","monthly":"For clients that only engage SCI for financial planning services, we charge a flat fee of $250 per month and we request a one-year commitment."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005343","page":"https://plannerfees.com/planners/stolper-co-inc-6911/"},{"crd":159334,"name":"Stone Bridge Asset Management, LLC","city":"Chattanooga","state":"TN","fees":{"monthly":[50,150]},"sourceSentences":{"monthly":"Financial coaching clients typically pay a negotiated subscription fee that is determined in advance based on household income and the complexity of their financial situation which can range from $50 to $150 per month."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025566","page":"https://plannerfees.com/planners/stone-bridge-asset-management-llc-159334/"},{"crd":282930,"name":"Stone Hill Wealth Management, LLC","city":"Dallas","state":"TX","fees":{"hourly":[250,250],"flat":[2500,2500]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $2500.","hourly":"The hourly fee for these services is $250 The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050828","page":"https://plannerfees.com/planners/stone-hill-wealth-management-llc-282930/"},{"crd":146765,"name":"Stone Island Financial Planning","city":"Naperville","state":"IL","fees":{"hourly":[300,500]},"sourceSentences":{"hourly":"When 6 utilizing an hourly fee, SIFP bills in 6-minute increments and charges $300 - $500 per hour depending upon the complexity of the services needed."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027581","page":"https://plannerfees.com/planners/stone-island-financial-planning-146765/"},{"crd":341363,"name":"Stone Oak Capital LLC","city":"Rochester","state":"NY","fees":{"flat":[250,2500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $2,500. 4 Clients may terminate the agreement without penalty, for full refund of SOCL’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"7/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050680","page":"https://plannerfees.com/planners/stone-oak-capital-llc-341363/"},{"crd":331308,"name":"Stone Pillars Wealth Management","city":"Franklin","state":"TN","fees":{"hourly":[300,300],"flat":[5000,5000]},"sourceSentences":{"hourly":"The Advisor’s hourly fee for financial planning services is $300 per hour, but may be negotiated and agreed upon by the parties in advance.","flat":"The Advisor has a minimum financial planning fee requirement of $5,000, meaning all one-time, project-based financial planning services must require at least 16.66 hours of work, and all annual recurring financial planning services must add up to at least 16.66 hours of work per annum."},"brochureDate":"5/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044185","page":"https://plannerfees.com/planners/stone-pillars-wealth-management-331308/"},{"crd":175287,"name":"Stone Pine Financial Partners","city":"Media","state":"PA","fees":{"flat":[4000,4000]},"sourceSentences":{"flat":"Stone Pine charges a fixed fee of $4,000 for prospective clients to take part in the firm’s Comprehensive Financial Planning Initial Process."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056647","page":"https://plannerfees.com/planners/stone-pine-financial-partners-175287/"},{"crd":341898,"name":"Stone Tower Wealth Advisors","city":"Cincinnati","state":"OH","fees":{"hourly":[300,300],"flat":[300,10000],"quarterly":[1000,5000]},"sourceSentences":{"quarterly":"Fees are paid quarterly in advance and range from $1,000 to $5,000 per quarter.","flat":"Fixed fee rates range between $300 to $10,000.","hourly":"Our hourly rate is $300."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059552","page":"https://plannerfees.com/planners/stone-tower-wealth-advisors-341898/"},{"crd":308429,"name":"Stone Wealth Partners LLC","city":"Lafayette","state":"LA","fees":{"hourly":[200,200],"flat":[1500,2500]},"sourceSentences":{"hourly":"Our hourly fee is $200 per hour and our fixed fee ranges from $1,500 - $2,500.","flat":"Our hourly fee is $200 per hour and our fixed fee ranges from $1,500 - $2,500."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020502","page":"https://plannerfees.com/planners/stone-wealth-partners-llc-308429/"},{"crd":297961,"name":"Stone Wealth Strategies","city":"Denver","state":"CO","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"Clients will pay a one-time (non-recurring) fixed fee of $500 - $2500 for the MRI service."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006998","page":"https://plannerfees.com/planners/stone-wealth-strategies-297961/"},{"crd":327618,"name":"Stonebriar Wealth, LLC","city":"Lehi","state":"UT","fees":{"flat":[5500,5500]},"sourceSentences":{"flat":"Basic Financial Plan $5,500 This is a basic financial plan that includes the items mentioned above in Item 4:"},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040164","page":"https://plannerfees.com/planners/stonebriar-wealth-llc-327618/"},{"crd":340200,"name":"Stonebridge Financial Group","city":"San Rafael","state":"CA","fees":{"flat":[50000,50000],"quarterly":[12500,12500]},"sourceSentences":{"flat":"Fees will not exceed $50,000 per engagement and the Quarterly Ongoing Fees will not exceed $12,500 per quarter.","quarterly":"Fees will not exceed $50,000 per engagement and the Quarterly Ongoing Fees will not exceed $12,500 per quarter."},"brochureDate":"8/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054309","page":"https://plannerfees.com/planners/stonebridge-financial-group-340200/"},{"crd":337972,"name":"Stonebridge Financial Group, LLC","city":"St. Louis","state":"MO","fees":{"annual":[1200,30000]},"sourceSentences":{"annual":"Ongoing financial planning engagements are billed an annual fee ranging from $1,200 to $30,000 annually, paid on a monthly basis."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026118","page":"https://plannerfees.com/planners/stonebridge-financial-group-llc-337972/"},{"crd":154616,"name":"Stonebridge Financial Planning Group, LLC","city":"Orlando","state":"FL","fees":{"hourly":[275,275],"flat":[3000,3000],"annual":[825,825]},"sourceSentences":{"flat":"Clients on Matters Not Involving Securities For a full financial plan, we charge a flat fee starting at $3,000.","hourly":"Hourly rates are $275, with a minimum retainer of $825 paid in advance by invoice or check made payable to SFPG.","annual":"Hourly rates are $275, with a minimum retainer of $825 paid in advance by invoice or check made payable to SFPG."},"brochureDate":"9/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058236","page":"https://plannerfees.com/planners/stonebridge-financial-planning-group-llc-154616/"},{"crd":139911,"name":"Stonebridge Financial Solutions, Inc","city":"Lone Tree","state":"CO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AUM $1 - $1,000,000 SFS’s Fee 1.0% Third Party’s Fee 0.40% Total Fee 1.40% Above $1,000,000 1.0% 0.40% 1.40% Fees are paid monthly in arrears, and clients may terminate their contracts with seven days’ written notice. 3 Financial Planning Fees Hourly Fees The hourly fee for these services is $250."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019187","page":"https://plannerfees.com/planners/stonebridge-financial-solutions-inc-139911/"},{"crd":285693,"name":"Stonebridge Wealth Management LLC","city":"Oak Brook","state":"IL","fees":{"hourly":[500,500],"flat":[1500,10000]},"sourceSentences":{"hourly":"Financial planning fees will be billed at the rate of $500 per hour, or a fixed fee mutually agreed upon by the client and Stonebridge.","flat":"Depending upon the complexity of the situation and the needs of the client, the fixed fee for creating client financial plans typically ranges between $1,500 and $10,000;"},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044004","page":"https://plannerfees.com/planners/stonebridge-wealth-management-llc-285693/"},{"crd":327894,"name":"Stonebridge Wealth Systems LLC","city":"Kearney","state":"NE","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Consulting services are offered based on an hourly fee of $300 per hour and may exceed the fixed fees depending on complexity."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023201","page":"https://plannerfees.com/planners/stonebridge-wealth-systems-llc-327894/"},{"crd":325434,"name":"Stonebrook Private LLC","city":"Northville","state":"MI","fees":{"annual":[7500,7500]},"sourceSentences":{"annual":"The Advisor does impose a minimum annual fee of $7,500 per household."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044891","page":"https://plannerfees.com/planners/stonebrook-private-llc-325434/"},{"crd":306486,"name":"Stonecrop Wealth Advisors, LLC","city":"West Chester","state":"PA","fees":{"hourly":[100,500],"flat":[4000,20000]},"sourceSentences":{"flat":"Stonecrop Wealth Advisors’ fixed fees range from $4,000 to $20,000.","hourly":"Stonecrop Wealth Advisors’ Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $500 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029439","page":"https://plannerfees.com/planners/stonecrop-wealth-advisors-llc-306486/"},{"crd":333786,"name":"Stonefield Capital LTD.","city":"Malvern","state":"PA","fees":{"flat":[200,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $200 and $10,000."},"brochureDate":"5/5/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=977144","page":"https://plannerfees.com/planners/stonefield-capital-ltd-333786/"},{"crd":113802,"name":"Stonefield Investment Advisory, Inc.","city":"Cedar Rapids","state":"IA","fees":{"hourly":[150,300],"flat":[1200,3000]},"sourceSentences":{"flat":"A flat fee is a specific dollar amount that you will pay for financial planning services and can range from $1,200.00 - $3,000.00 depending on the time and complexity of the anticipated work.","hourly":"A typical Financial Plan would cost an average of $1,500.00 ($150.00 - $300.00 per hour) with five hours of work anticipated."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004127","page":"https://plannerfees.com/planners/stonefield-investment-advisory-inc-113802/"},{"crd":168393,"name":"Stonehaven Private Wealth Management LLC","city":"Manchester By The Sea","state":"MA","fees":{"hourly":[600,600]},"sourceSentences":{"hourly":"Services are offered based on a negotiable hourly fee not to exceed $600 per hour or as determined in the engagement letter."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015843","page":"https://plannerfees.com/planners/stonehaven-private-wealth-management-llc-168393/"},{"crd":128866,"name":"Stonehearth Capital Management","city":"Danvers","state":"MA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services Stonehearth charges an hourly fee of $300 for financial planning/consulting services, including retirement planning, social security optimization, tax planning, financial caregiving/family planning and estate planning review."},"brochureDate":"3/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015738","page":"https://plannerfees.com/planners/stonehearth-capital-management-128866/"},{"crd":340321,"name":"Stoneholt Wealth","city":"Lake Oswego","state":"OR","fees":{"hourly":[350,350],"flat":[4000,4000],"quarterly":[1875,1875]},"sourceSentences":{"quarterly":"There is a minimum quarterly fee of $1,875.","flat":"Fixed fee rates range between $4,000-6,000.","hourly":"Our hourly rate is $350."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010513","page":"https://plannerfees.com/planners/stoneholt-wealth-340321/"},{"crd":140469,"name":"Stoneridge Wealth Advisors, LLC","city":"Bangor","state":"PA","fees":{"hourly":[125,125],"flat":[500,500]},"sourceSentences":{"flat":"Usually, that fixed fee is no less than $500 and no more than $5,000.","hourly":"For any financial-planning services not under a fixed fee (or in counting my partial work on an uncompleted project), my rate is $125 per hour, counted in tenths of an hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023950","page":"https://plannerfees.com/planners/stoneridge-wealth-advisors-llc-140469/"},{"crd":288005,"name":"Stonestreet Financial, Inc.","city":"Stoughton","state":"MA","fees":{"hourly":[200,200],"flat":[1500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $5,000.","hourly":"The hourly fee for these services is $200."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017446","page":"https://plannerfees.com/planners/stonestreet-financial-inc-288005/"},{"crd":130015,"name":"Stonewall Equities, LTD.","city":"Paradise Valley","state":"AZ","fees":{"hourly":[60,350]},"sourceSentences":{"hourly":"These fees currently will be billed at an hourly rate of $60 to $350 per hour."},"brochureDate":"3/26/2020","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=628377","page":"https://plannerfees.com/planners/stonewall-equities-ltd-130015/"},{"crd":335804,"name":"Stono River Wealth Management LLC","city":"Johns 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Financial Planning Annual fees for Ongoing Financial Planning are paid monthly or quarterly in advance, ranging from $0 to $2,500 a month or $0 to $7,500 a quarter ($0 - $30,000 annually).","flat":"Fixed fee rates range between $2,000 and $20,000.","hourly":"Our hourly rate is $400 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018518","page":"https://plannerfees.com/planners/strivus-wealth-partners-llc-173580/"},{"crd":168792,"name":"Strong Financial Services","city":"Indianapolis","state":"IN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Likewise, our hourly fees for financial planning and consultation services are $200 per hour (min. 1 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each CPA firm and are typically structured as fixed project fees, hourly fees, or ongoing consulting retainers, depending on the scope and nature of the engagement, based on the hourly rate of $300."},"brochureDate":"10/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060052","page":"https://plannerfees.com/planners/styra-wealth-management-338008/"},{"crd":290044,"name":"Subnani Investment Research, LLC","city":"Leander","state":"TX","fees":{"monthly":[50,100]},"sourceSentences":{"monthly":"Subnani Investment Research, LLC’s plan consultation services are offered on a fixed fee basis; ranging from $50 to $100 per month determined by the complexity of the engagement, time committed to developing and executing the plan, number of plan participants, 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service to investors with different needs, SUEING INVESTMENTS, LLC will provide hourly consultations for a fee of $100.00 per hour."},"brochureDate":"3/1/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=816624","page":"https://plannerfees.com/planners/sueing-investments-llc-139154/"},{"crd":106570,"name":"Sullivan & Associates","city":"Colorado Springs","state":"CO","fees":{"hourly":[100,400],"flat":[500,2000]},"sourceSentences":{"flat":"Sullivan & Associates’ fixed financial planning fee ranges from $500 to $2,000.","hourly":"Sullivan & Associates will also work on an hourly rate ranging from $100 to $400 dollars an hour, to be determined by the nature and complexity of the work."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022080","page":"https://plannerfees.com/planners/sullivan-associates-106570/"},{"crd":121371,"name":"Sullivan 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on complexity and the needs of the client.","monthly":"Comprehensive Financial Planning 8 Comprehensive Financial Planning consists of an upfront charge of $500 - $5,000, depending on complexity and the needs of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $1,000 per month, depending on complexity and the needs of the client.","hourly":"Financial Planning will also be offered at an hourly rate of $150 per hour, if desired by the client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034924","page":"https://plannerfees.com/planners/summit-vision-financial-llc-299660/"},{"crd":285972,"name":"Summit Wealth and Retirement Partners","city":"Eagle","state":"ID","fees":{"annual":[2500,100000]},"sourceSentences":{"annual":"A.​ In consideration of its financial planning services, Adviser generally charges a flat annual fee that ranges from $2,500 to $100,000 per year, charged in quarterly increments in advance."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016257","page":"https://plannerfees.com/planners/summit-wealth-and-retirement-partners-285972/"},{"crd":282205,"name":"Summit Wealth Group LLC","city":"Exeter","state":"NH","fees":{"hourly":[500,500],"flat":[5000,7500],"annual":[750,2500]},"sourceSentences":{"flat":"Financial Life Planning Financial Life Planning fees for initial planning work will vary but are generally expected to be in the fixed fee range of $5,000 to $7,500 per plan.","hourly":"These additional services are provided on an hourly basis, at $500 per hour.","annual":"The annual fee ranges from $750 - $2,500."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017264","page":"https://plannerfees.com/planners/summit-wealth-group-llc-282205/"},{"crd":166118,"name":"Summit Wealth Group, LLC","city":"Tulsa","state":"OK","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Follow-up implementation work is billed separately at the rate not to exceed $300 per hour."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057214","page":"https://plannerfees.com/planners/summit-wealth-group-llc-166118/"},{"crd":318361,"name":"Summit Wealth Management","city":"Berlin","state":"MD","fees":{"flat":[1000,20000]},"sourceSentences":{"flat":"Broad-based planning engagements are assessed an initial fixed (project-based) fee that ranges from $1,000 to $20,000."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002129","page":"https://plannerfees.com/planners/summit-wealth-management-318361/"},{"crd":149913,"name":"Summit Wealth Strategies Group, LLC","city":"Brighton","state":"MI","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The Adviser’s fee is $200 per hour."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004986","page":"https://plannerfees.com/planners/summit-wealth-strategies-group-llc-149913/"},{"crd":336856,"name":"Summitpoint Capital Management","city":"Littleton","state":"CO","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"The minimum fee is $3,000 and the maximum fixed fee is $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035024","page":"https://plannerfees.com/planners/summitpoint-capital-management-336856/"},{"crd":128586,"name":"Summitry, LLC","city":"Foster City","state":"CA","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"Flat fees range from $1,500 to $5,000 depending on the scope and complexity of the engagement."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050209","page":"https://plannerfees.com/planners/summitry-llc-128586/"},{"crd":340066,"name":"Sumus Financial LLC","city":"Shelton","state":"CT","fees":{"hourly":[100,100],"monthly":[150,150]},"sourceSentences":{"hourly":"Hourly fees are $100 per hour for SUMUS Financial LLC 100 Beard Sawmill Rd, Suite 345, Shelton, CT 06484 Phone:","monthly":"Ongoing fees are $150 per month."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007970","page":"https://plannerfees.com/planners/sumus-financial-llc-340066/"},{"crd":166372,"name":"Sun Group Wealth Partners LLC","city":"Irvine","state":"CA","fees":{"hourly":[350,350],"flat":[2000,5000]},"sourceSentences":{"hourly":"Our hourly fee is $350.","flat":"Flat fees generally range from $2,000 to $5,000."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011061","page":"https://plannerfees.com/planners/sun-group-wealth-partners-llc-166372/"},{"crd":283605,"name":"Sunburst Financial Group, LLC","city":"Vestavia Hills","state":"AL","fees":{"hourly":[100,300],"flat":[250,10000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $250 to $10,000 on a fixed fee basis and/or from $100 to $300 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but generally range from $250 to $10,000 on a fixed fee basis and/or from $100 to $300 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004490","page":"https://plannerfees.com/planners/sunburst-financial-group-llc-283605/"},{"crd":304638,"name":"Suncap Management","city":"New Orleans","state":"LA","fees":{"hourly":[300,300],"flat":[2500,50000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,500 and $50,000, commiserate with the detail and complexity of the plan.","hourly":"The hourly fee for these services is $300."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050261","page":"https://plannerfees.com/planners/suncap-management-304638/"},{"crd":114938,"name":"Sundance Wealth Management","city":"Cottonwood","state":"AZ","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"The Client may engage the Firm on an hourly basis at a rate of $100 an hour for consulting related financial planning services."},"brochureDate":"12/22/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=868662","page":"https://plannerfees.com/planners/sundance-wealth-management-114938/"},{"crd":321900,"name":"Sundial Wealth LLC","city":"Delray Beach","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050361","page":"https://plannerfees.com/planners/sundial-wealth-llc-321900/"},{"crd":329654,"name":"Sunflower Financial Planning, LLC","city":"Windham","state":"NH","fees":{"hourly":[350,350],"flat":[3500,10000],"annual":[4200,10000]},"sourceSentences":{"hourly":"Our hourly fee is $350.","flat":"Fixed fees range from $3,500 to $10,000.","annual":"Ongoing fees range from $4,200 to $10,000 annually."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011711","page":"https://plannerfees.com/planners/sunflower-financial-planning-llc-329654/"},{"crd":315251,"name":"Sunlight Peaks Financial Partners, LLC","city":"Glenwood Springs","state":"CO","fees":{"flat":[25000,50000]},"sourceSentences":{"flat":"Generally, the flat fee ranges from $25,000 to $50,000, but depending on the complexity and scope of work the fee may be more."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046736","page":"https://plannerfees.com/planners/sunlight-peaks-financial-partners-llc-315251/"},{"crd":323075,"name":"Sunnybranch Wealth LLC","city":"Portland","state":"OR","fees":{"hourly":[500,500],"annual":[10000,30000]},"sourceSentences":{"annual":"This fee typically ranges from $10,000 to $30,000 per year, paid quarterly in arrears.","hourly":"Our hourly fee is typically $500 per hour."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052041","page":"https://plannerfees.com/planners/sunnybranch-wealth-llc-323075/"},{"crd":312343,"name":"Sunpath Financial","city":"Newport Beach","state":"CA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Broad-based planning engagements are assessed an initial fixed (project-based) fee that ranges from $2,500 to $10,000."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047628","page":"https://plannerfees.com/planners/sunpath-financial-312343/"},{"crd":282505,"name":"Sunpointe Investments","city":"St. Louis","state":"MO","fees":{"flat":[10000,10000],"annual":[20000,20000]},"sourceSentences":{"annual":"Sunpointe offers investment management services for assets under management and investment consulting services for assets under advisement for a fixed engagement fee ranging from $20,000 to $600,000 per year, charged quarterly.","flat":"Sunpointe offers financial planning services for a fixed annual engagement fee ranging from $10,000 and up, per engagement."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051307","page":"https://plannerfees.com/planners/sunpointe-investments-282505/"},{"crd":159583,"name":"Sunrift Capital Partners LLC","city":"Plainfield","state":"IN","fees":{"hourly":[250,250],"flat":[2500,5000],"annual":[1500,5000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $2,500 and $5,000.","annual":"Fees for ongoing financial planning and consulting will be based on a negotiable annual fee of $1,500 to $5,000."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011087","page":"https://plannerfees.com/planners/sunrift-capital-partners-llc-159583/"},{"crd":325955,"name":"Sunrise Financial Services LLC","city":"Burien","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Full Financial Plans and Hourly Consultation Services Full Financial Plans and Hourly Consultation services are offered for a fixed fee of $ $250 per hour."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041497","page":"https://plannerfees.com/planners/sunrise-financial-services-llc-325955/"},{"crd":120385,"name":"Sunrise Wealth Management, LLC","city":"Tucson","state":"AZ","fees":{"hourly":[300,300],"flat":[2500,2500]},"sourceSentences":{"flat":"Comprehensive financial planning fees are negotiated, subject to a minimum fee of $2,500.","hourly":"Limited-engagement financial planning fees are billed at a negotiated hourly rate, that rate is currently $300 per hour."},"brochureDate":"8/26/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=792499","page":"https://plannerfees.com/planners/sunrise-wealth-management-llc-120385/"},{"crd":333226,"name":"Sunset Retirement Advisors LLC","city":"Provo","state":"UT","fees":{"hourly":[150,150],"flat":[2500,2500],"annual":[20000,20000]},"sourceSentences":{"annual":"The annual fee would be $20,000.","flat":"Ongoing Financial Planning SRA collects an initial fee, no greater than $2,500.","hourly":"Our hourly rate is $150."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022785","page":"https://plannerfees.com/planners/sunset-retirement-advisors-llc-333226/"},{"crd":161606,"name":"Sunset Strategic Financial Advisors, LLC","city":"Beaverton","state":"OR","fees":{"hourly":[100,200],"flat":[1500,1500]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans will start at $1,500.","hourly":"The fee refunded will be the balance of the fees collected in advance minus the hourly rate times the number of hours of work that has been completed up to and including the day of termination. 3 Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for these…"},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043363","page":"https://plannerfees.com/planners/sunset-strategic-financial-advisors-llc-161606/"},{"crd":317453,"name":"Sunstate Wealth Management LLC","city":"Coral Gables","state":"FL","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"Hourly fees will not exceed $350, and flat fees generally range from $1,500 to $10,000.","flat":"Hourly fees will not exceed $350, and flat fees generally range from $1,500 to $10,000."},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045264","page":"https://plannerfees.com/planners/sunstate-wealth-management-llc-317453/"},{"crd":148326,"name":"Superior Financial, LLC","city":"Rochester","state":"MN","fees":{"monthly":[300,300]},"sourceSentences":{"monthly":"$300 per month Financial Review Service Fee:"},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042679","page":"https://plannerfees.com/planners/superior-financial-llc-148326/"},{"crd":125367,"name":"Supporting Your Choices Inc.","city":"Havana","state":"FL","fees":{"annual":[3000,3000]},"sourceSentences":{"annual":"Clients receiving ongoing flat fee retainer services will be assessed a minimum annual fee of $3000 for individuals and $4000 for couples."},"brochureDate":"7/10/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=984492","page":"https://plannerfees.com/planners/supporting-your-choices-inc-125367/"},{"crd":305938,"name":"Sure Foundation Wealth Planning, LLC","city":"Grayslake","state":"IL","fees":{"hourly":[350,350],"flat":[1000,3000]},"sourceSentences":{"flat":"The fixed fee can range between $1,000 and $3,000.","hourly":"Two or more meetings with financial planner Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $350 per hour."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010385","page":"https://plannerfees.com/planners/sure-foundation-wealth-planning-llc-305938/"},{"crd":313055,"name":"Surience Private Wealth LLC","city":"Yakima","state":"WA","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees generally will not exceed $20,000 annually."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037718","page":"https://plannerfees.com/planners/surience-private-wealth-llc-313055/"},{"crd":317529,"name":"Sursum Financial LLC","city":"Madison","state":"CT","fees":{"hourly":[250,250],"flat":[1000,15000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $1,000 and $15,000."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022752","page":"https://plannerfees.com/planners/sursum-financial-llc-317529/"},{"crd":289303,"name":"Sustain Financial Inc.","city":"Olympia","state":"WA","fees":{"hourly":[200,200],"flat":[1500,1500],"quarterly":[1200,1200],"annual":[4800,4800]},"sourceSentences":{"flat":"The client should inform us promptly of any question or disagreement in the value of a security and we will review the valuation with the client and make any required corrections as needed. ​ Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge ($1,500 for individual…","annual":"The client should inform us promptly of any question or disagreement in the value of a security and we will review the valuation with the client and make any required corrections as needed. ​ Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge ($1,500 for individual…","quarterly":"The client should inform us promptly of any question or disagreement in the value of a security and we will review the valuation with the client and make any required corrections as needed. ​ Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge ($1,500 for individual…","hourly":"The upfront and annual charge calculation is based on our hourly rate of $200."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003192","page":"https://plannerfees.com/planners/sustain-financial-inc-289303/"},{"crd":309576,"name":"Sustainable Financial Planning","city":"Philadelphia","state":"PA","fees":{"hourly":[300,300],"flat":[2000,5000],"monthly":[150,400]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of a one-time charge of $2,000-$5,000, paid upon delivery of the financial plan and an ongoing fee that is paid monthly, in arrears, at the rate of $150-$400 per month.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of a one-time charge of $2,000-$5,000, paid upon delivery of the financial plan and an ongoing fee that is paid monthly, in arrears, at the rate of $150-$400 per month.","hourly":"Project-Based Financial Planning Project-Based Financial Planning is offered on an hourly rate of $300 per hour."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004678","page":"https://plannerfees.com/planners/sustainable-financial-planning-309576/"},{"crd":327458,"name":"Sustainable Investment Partners LLC","city":"Lexington","state":"MA","fees":{"hourly":[500,500],"flat":[2000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,000 to $10,000.","hourly":"Our hourly rate is $500."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019454","page":"https://plannerfees.com/planners/sustainable-investment-partners-llc-327458/"},{"crd":336574,"name":"Sustainable Wealth Advisory Group","city":"Los Angeles","state":"CA","fees":{"hourly":[275,275],"flat":[1500,1500]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $275 per hour and will be negotiated and agreed upon by the parties in advance.","flat":"These clients will be charged a fixed fee of $1,500, with $375 payable in advance and the balance due upon completion of the services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029241","page":"https://plannerfees.com/planners/sustainable-wealth-advisory-group-336574/"},{"crd":323611,"name":"Sustainable Wealth Strategies, LLC","city":"Colorado Springs","state":"CO","fees":{"hourly":[250,250],"flat":[1500,12500]},"sourceSentences":{"flat":"The fixed fee can range between $1,500.00 and $12,500.00.","hourly":"In the event of early termination, upon 30 days written notice, the client will be billed for a prorated amount based on the hours completed at an hourly rate of $250.00."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002841","page":"https://plannerfees.com/planners/sustainable-wealth-strategies-llc-323611/"},{"crd":297856,"name":"Sutro Advisors","city":"San Francisco","state":"CA","fees":{"hourly":[200,200],"monthly":[100,100],"annual":[1200,1200]},"sourceSentences":{"annual":"Since fees are paid in arrears, no rebate will be needed upon termination of the account Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee of $1,200 that is paid monthly, in arrears at the rate of $100 per month.","monthly":"Since fees are paid in arrears, no rebate will be needed upon termination of the account Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee of $1,200 that is paid monthly, in arrears at the rate of $100 per month.","hourly":"Since fees are paid in arrears, no rebate will be needed upon termination of the agreement. 7 Financial Planning Hourly Fee Financial Planning fee is an hourly rate of $200 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016545","page":"https://plannerfees.com/planners/sutro-advisors-297856/"},{"crd":289362,"name":"SW Private Wealth, LLC","city":"Needham","state":"MA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Our fee for hourly financial planning is $350 per hour."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045161","page":"https://plannerfees.com/planners/sw-private-wealth-llc-289362/"},{"crd":319218,"name":"Swad Wealth Management LLC","city":"Santa Rosa","state":"CA","fees":{"hourly":[500,500],"flat":[2000,20000],"monthly":[800,800]},"sourceSentences":{"monthly":"Compensation for Financial Planning Services (Recurring Flat-fee) SWM’s Financial Planning Only Service is offered as a flat-fee arrangement of $800 per month.","hourly":"SWM will charge an hourly rate of $500.00 or a flat-fee, ranging from $2,000-$20,000.","flat":"SWM will charge an hourly rate of $500.00 or a flat-fee, ranging from $2,000-$20,000."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051172","page":"https://plannerfees.com/planners/swad-wealth-management-llc-319218/"},{"crd":309033,"name":"Swales Financial LLC","city":"Erie","state":"CO","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033274","page":"https://plannerfees.com/planners/swales-financial-llc-309033/"},{"crd":298154,"name":"Swartz Advisory LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $100 per hour due upon delivery of the completed plan."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011157","page":"https://plannerfees.com/planners/swartz-advisory-llc-298154/"},{"crd":282595,"name":"Sweeney & Michel, LLC","city":"Chico","state":"CA","fees":{"hourly":[250,250],"flat":[1500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250.","flat":"Flat fees range from $1,500 to $10,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014665","page":"https://plannerfees.com/planners/sweeney-michel-llc-282595/"},{"crd":289291,"name":"Sweetgrass Financial Planning, LLC","city":"Mt. Pleasant","state":"SC","fees":{"hourly":[250,500],"flat":[1000,4000],"monthly":[400,400]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1000 - $4000 and can either be a one-time planning engagement or an ongoing Comprehensive Financial Planning engagement.","monthly":"​ Base Monthly Planning Fee: $400 9","hourly":"This rate ranges between $250 and $500 per hour, depending on complexity."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039513","page":"https://plannerfees.com/planners/sweetgrass-financial-planning-llc-289291/"},{"crd":118372,"name":"Sweetwater Financial Advisors, LLC","city":"Sugar Land","state":"TX","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"February 2025 9 of 25 Sweetwater Financial Advisors, LLC Fee Type Fixed Fee Maximum Fee $10,000 Payable Payable one-half (1/2) upon execution of the advisory agreement with SFA and the balance due at the time of presentation of the plan, unless otherwise negotiated with you."},"brochureDate":"2/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013065","page":"https://plannerfees.com/planners/sweetwater-financial-advisors-llc-118372/"},{"crd":317029,"name":"Swell Financial","city":"Irvine","state":"CA","fees":{"monthly":[250,500]},"sourceSentences":{"monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of up to $2,500 and an ongoing fee that is paid monthly, in arrears, at the rate of $250 - $500 per month."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024824","page":"https://plannerfees.com/planners/swell-financial-317029/"},{"crd":342936,"name":"Swiss Finance Private Wealth Management LLC","city":"Southbury","state":"CT","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"The Firm applies a minimum annual fee of $10,000, so that a client's total fee is the greater of the applicable fees or $10,000."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050811","page":"https://plannerfees.com/planners/swiss-finance-private-wealth-management-llc-342936/"},{"crd":282856,"name":"Switchpoint Financial Planning LLC","city":"Lehi","state":"UT","fees":{"hourly":[300,300],"flat":[1000,3000],"annual":[6800,30000]},"sourceSentences":{"annual":"The fee for Comprehensive Financial Planning and Investment Management is a flat fee generally ranging from $6,800 to $30,000 per year.","hourly":"Fixed fees will be determined on a case-by-case basis with the fee based on an estimate of the number of hours required to complete the project, multiplied by $300.00 per hour.","flat":"The fixed fee for planning projects typically ranges between $1,000.00 - $3,000.00."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034944","page":"https://plannerfees.com/planners/switchpoint-financial-planning-llc-282856/"},{"crd":166688,"name":"SWMG, LLC","city":"Fort Worth","state":"TX","fees":{"hourly":[500,500],"flat":[5000,50000]},"sourceSentences":{"hourly":"Financial Planning and Consulting Fee Schedule Hourly $500 per hour Comprehensive Financial Planning Modular Financial Planning & Consulting $5,000 - $50,000 $5,000 - $50,000 Investment Management Fees SWMG is compensated for providing investment management services by charging a tiered fee based on the assets…","flat":"Financial Planning and Consulting Fee Schedule Hourly $500 per hour Comprehensive Financial Planning Modular Financial Planning & Consulting $5,000 - $50,000 $5,000 - $50,000 Investment Management Fees SWMG is compensated for providing investment management services by charging a tiered fee based on the assets…"},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055503","page":"https://plannerfees.com/planners/swmg-llc-166688/"},{"crd":333123,"name":"Sword and Shield Solutions LLC","city":"Savage","state":"MN","fees":{"flat":[500,2500],"monthly":[100,100]},"sourceSentences":{"flat":"AND CONSULTING Sword and Shield Solutions charges a fixed fee between $500 and $2,500 based on complexity and unique Client needs for financial planning.","monthly":"ONGOING FINANCIAL PLANNING Sword and Shield Solutions charges a fixed monthly fee of $100 for those who desire an ongoing financial planning relationship."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025265","page":"https://plannerfees.com/planners/sword-and-shield-solutions-llc-333123/"},{"crd":159212,"name":"Sycamore Financial Planning, LLC","city":"Durham","state":"NC","fees":{"hourly":[320,380]},"sourceSentences":{"hourly":"These services are billed at $320 per hour for engagements led by Joshua Holland and Ethan Earles and billed at $380 per hour for engagements led by Charles Clifton. ➢ The service agreement specifies whether your services are discretionary or non-discretionary. ➢ ➢ Under a discretionary agreement, we will make…"},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042169","page":"https://plannerfees.com/planners/sycamore-financial-planning-llc-159212/"},{"crd":155354,"name":"Sykes Financial Services","city":"Portland","state":"OR","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The annual Advisory Service Agreement fee is based on a percentage of the investable assets according to the following schedule. 1.40 - on the first $750,000; .80 - on the next $750,001 and above Fees for financial plans are billed hourly at $200 per hour, billed 1/3 in advance, with the balance due upon delivery…"},"brochureDate":"9/29/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=992027","page":"https://plannerfees.com/planners/sykes-financial-services-155354/"},{"crd":330193,"name":"Sylo Planning","city":"Brooklyn","state":"NY","fees":{"hourly":[375,375],"flat":[500,500]},"sourceSentences":{"flat":"We charge an hourly fee for Project-Based Financial Planning with a fixed $500 initial onboarding fee.","hourly":"Our hourly rate is $375."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020623","page":"https://plannerfees.com/planners/sylo-planning-330193/"},{"crd":107517,"name":"Sym Financial Advisors","city":"Winona Lake","state":"IN","fees":{"annual":[4000,4000]},"sourceSentences":{"annual":"There is a minimum annual fee and it is generally no less than $4,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034682","page":"https://plannerfees.com/planners/sym-financial-advisors-107517/"},{"crd":295679,"name":"Syman-Degler Group, LLC","city":"Eugene","state":"OR","fees":{"hourly":[350,350],"flat":[5000,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $5,000."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006157","page":"https://plannerfees.com/planners/syman-degler-group-llc-295679/"},{"crd":125058,"name":"Symphony Financial Services, Inc.","city":"Akron","state":"OH","fees":{"hourly":[300,300],"flat":[500,5000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $300.","flat":"Flat fees range from $500 to $5,000."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011890","page":"https://plannerfees.com/planners/symphony-financial-services-inc-125058/"},{"crd":288715,"name":"Symphony Financial Team","city":"Lake Mary","state":"FL","fees":{"hourly":[500,500],"flat":[5000,85000]},"sourceSentences":{"flat":"The fixed fee can range between $5,000 and $85,000.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $500.00 per hour."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047087","page":"https://plannerfees.com/planners/symphony-financial-team-288715/"},{"crd":171816,"name":"Symphony Financial, LTD. Co.","city":"Houston","state":"TX","fees":{"hourly":[450,450]},"sourceSentences":{"hourly":"Fees generally start at $1000 fixed or $450 on an hourly basis."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039834","page":"https://plannerfees.com/planners/symphony-financial-ltd-co-171816/"},{"crd":312555,"name":"Synergist Private Wealth LLC","city":"New Orleans","state":"LA","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"SPW charges a negotiable fixed fee ranging from $500 to $10,000 based on complexity and specific Client needs."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047031","page":"https://plannerfees.com/planners/synergist-private-wealth-llc-312555/"},{"crd":304021,"name":"Synergos Advisory","city":"Seattle","state":"WA","fees":{"annual":[3000,12000]},"sourceSentences":{"annual":"The annual fee for these services ranges from $3,000 to $12,000, depending on the selected service tier as outlined below."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055637","page":"https://plannerfees.com/planners/synergos-advisory-304021/"},{"crd":334117,"name":"Synergy Capital","city":"Fort Collins","state":"CO","fees":{"hourly":[300,300],"flat":[2500,10000]},"sourceSentences":{"flat":"The fixed fees range from $2,500 to $10,000.","hourly":"The hourly rate used for this purpose is $300/hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012431","page":"https://plannerfees.com/planners/synergy-capital-334117/"},{"crd":305961,"name":"Synergy Investment Management LLC","city":"Altamonte Springs","state":"FL","fees":{"flat":[20000,20000]},"sourceSentences":{"flat":"Fixed fees range up to a maximum of $20,000 with the total depending on the specific service[s] requested and the nature and complexity of each Client’s circumstances."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017426","page":"https://plannerfees.com/planners/synergy-investment-management-llc-305961/"},{"crd":336819,"name":"Synergy Wealth Management","city":"Houston","state":"TX","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Fixed fees for financial planning will typically range from $500 - $10,000, depending on the scope and complexity of the work."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058421","page":"https://plannerfees.com/planners/synergy-wealth-management-336819/"},{"crd":174633,"name":"Synergy Wealth Management, LLC","city":"Grand Rapids","state":"MI","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"hourly":"The hourly fee is $250.","flat":"The fixed financial planning fee ranges from $500 to $10,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031509","page":"https://plannerfees.com/planners/synergy-wealth-management-llc-174633/"},{"crd":323180,"name":"Syntegra Private Wealth Group LLC","city":"Chesterfield","state":"MO","fees":{"annual":[500,10000]},"sourceSentences":{"annual":"To the extent that we are engaged solely for financial planning services, we typically charge a fixed fee for financial planning services, which generally ranges between $500 - $10,000 per year."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056155","page":"https://plannerfees.com/planners/syntegra-private-wealth-group-llc-323180/"},{"crd":326687,"name":"Systematic Wealth Management, Inc.","city":"Glenwood Springs","state":"CO","fees":{"hourly":[300,300],"flat":[2950,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,950 to $10,000.","hourly":"Our hourly rate is $300. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019861","page":"https://plannerfees.com/planners/systematic-wealth-management-inc-326687/"},{"crd":109228,"name":"Syverson Strege","city":"West Des Moines","state":"IA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"These services will be invoiced at up to an hourly rate of $400 and will be invoiced after the service is provided."},"brochureDate":"7/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051463","page":"https://plannerfees.com/planners/syverson-strege-109228/"},{"crd":154896,"name":"Syzygy Financial LLC","city":"Irvine","state":"CA","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed in the range of $250 to $500 per hour based upon the scope and complexity of the financial planning services."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046940","page":"https://plannerfees.com/planners/syzygy-financial-llc-154896/"},{"crd":146157,"name":"Szafran Capital Management, LLC","city":"Rowlett","state":"TX","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"The Firm charges an hourly rate of $175 if applicable."},"brochureDate":"1/13/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=671634","page":"https://plannerfees.com/planners/szafran-capital-management-llc-146157/"},{"crd":155410,"name":"T. Fenn Financial Planning, LLC","city":"Chapel Hill","state":"NC","fees":{"hourly":[75,125]},"sourceSentences":{"hourly":"We charge an hourly rate of $125 for financial planning advice; friends and family pay a rate of $75 per hour."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002467","page":"https://plannerfees.com/planners/t-fenn-financial-planning-llc-155410/"},{"crd":332461,"name":"T. Mann Financial","city":"Springfield","state":"OR","fees":{"hourly":[200,200],"quarterly":[525,525],"annual":[2100,2100]},"sourceSentences":{"annual":"$175,000 X 0.0120= $2,100 annually $2,100/4= $525 quarterly These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.","quarterly":"$175,000 X 0.0120= $2,100 annually $2,100/4= $525 quarterly These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.","hourly":"Mann Financial bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for financial planning is below. 1-Page Plan Individual Plan Family Plan Business Plan $300 $500 $700 $500 Additional Meeting $200/hr."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049075","page":"https://plannerfees.com/planners/t-mann-financial-332461/"},{"crd":326734,"name":"T. Sharp Wealth Management","city":"Folsom","state":"CA","fees":{"hourly":[300,300],"flat":[1000,4000]},"sourceSentences":{"flat":"Flat fees may range from $1,000 to $4,000 depending on the Client level of Investment Consulting and Financial Planning needed and the complexity of the case.","hourly":"Sharp Wealth Management, LLC multiplied by the hourly rate of $300."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=955601","page":"https://plannerfees.com/planners/t-sharp-wealth-management-326734/"},{"crd":144382,"name":"T.c. Schwab Financial Planning, LLC","city":"Santa Fe","state":"NM","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Basic fee schedule is $275/hour plus NM Gross Receipts Tax based on face-to-face, telephone, video meetings, and email contact with clients, or designated other professionals providing services to the client (only upon prior written authorization by the client), and for time for research, analysis, preparation and…"},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007406","page":"https://plannerfees.com/planners/t-c-schwab-financial-planning-llc-144382/"},{"crd":146822,"name":"T.e. Zimmerman, Investment Services","city":"Langhorne","state":"PA","fees":{"monthly":[250,250]},"sourceSentences":{"monthly":"(Quarterly fees not to exceed $250 per month) as negotiated per client."},"brochureDate":"6/20/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=982477","page":"https://plannerfees.com/planners/t-e-zimmerman-investment-services-146822/"},{"crd":291568,"name":"T.i.p.s. 4 Reps","city":"Avon","state":"OH","fees":{"flat":[1000,50000]},"sourceSentences":{"flat":"Fixed fees are negotiable, but are generally set at a flat rate ranging between $1,000 and $50,000, depending on factors such as the amount of assets involved, complexity, and the overall scope of services to be provided."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050947","page":"https://plannerfees.com/planners/t-i-p-s-4-reps-291568/"},{"crd":289872,"name":"T.k.m. Financial Services, LLC","city":"Louisville","state":"KY","fees":{"hourly":[50,50]},"sourceSentences":{"hourly":"The agreed-upon financial planning fee is based upon an hourly rate of $50 per hour (as disclosed in Section 8 of the Wealth Planning Agreement) and is based upon the number of hours estimated, by the Firm to complete said services outlined in Section 1 of the Wealth Planning Agreement."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055080","page":"https://plannerfees.com/planners/t-k-m-financial-services-llc-289872/"},{"crd":120132,"name":"T.m. Murphy Investment Management, Inc.","city":"San Diego","state":"CA","fees":{"hourly":[175,175]},"sourceSentences":{"hourly":"(7) Clients desiring to have the optional Financial Planning services are charged an additional hourly fee rate of $175 per hour subject to a two-hour minimum. 8"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035077","page":"https://plannerfees.com/planners/t-m-murphy-investment-management-inc-120132/"},{"crd":287965,"name":"T.m. Wealth Management","city":"Reston","state":"VA","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $500 and $5,000.","hourly":"The hourly fee for these services is $250."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015002","page":"https://plannerfees.com/planners/t-m-wealth-management-287965/"},{"crd":334585,"name":"T.s. Financial Planning","city":"Derry","state":"NH","fees":{"hourly":[200,200],"flat":[500,5000],"annual":[500,5000]},"sourceSentences":{"hourly":"Consultation Services are offered based on an hourly fee of $200 per hour.","flat":"Full Financial Planning Services are offered based on a flat fee between $500 and $5,000.","annual":"The fixed annual fee ranges from $500 to $5,000 and is negotiable."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006932","page":"https://plannerfees.com/planners/t-s-financial-planning-334585/"},{"crd":117102,"name":"T/r Financial Management Group, LLC","city":"New Richmond","state":"WI","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"The hourly fee for these services is between $100 and $250."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026527","page":"https://plannerfees.com/planners/t-r-financial-management-group-llc-117102/"},{"crd":115849,"name":"Taber Asset Management L.L.C.","city":"Des Moines","state":"IA","fees":{"hourly":[300,300],"flat":[3500,3500]},"sourceSentences":{"flat":"We charge a minimum of $3,500 for a comprehensive financial plan, with half paid upon execution of the agreement and the remaining balance to be paid upon delivery of the financial plan.","hourly":"We charge an hourly fee of $300 for General Financial Planning and advice, with a $300 initial retainer due upon execution of the agreement."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046513","page":"https://plannerfees.com/planners/taber-asset-management-l-l-c-115849/"},{"crd":149401,"name":"Table Rock Financial Planning","city":"Boise","state":"ID","fees":{"hourly":[240,240],"annual":[1200,12000]},"sourceSentences":{"hourly":"Our fee will be based on the estimated number of hours to complete the project, determined by an assessment of your needs, complexity, among other factors, and at our current rate of $240 per hour.","annual":"This is typically a negotiated fixed annual fee ranging from $1,200 - $12,000 that is paid in advance on a quarterly basis, but other payment schedules can be negotiated."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022741","page":"https://plannerfees.com/planners/table-rock-financial-planning-149401/"},{"crd":319355,"name":"Tableaux Wealth","city":"Great Barrington","state":"MA","fees":{"hourly":[300,300],"flat":[1000,10000]},"sourceSentences":{"hourly":"Trust and Estate Services – Fees for trust and estate services will be charged an hourly fee of $300 per hour.","flat":"Fixed fees range from $1,000 to $10,000 Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor."},"brochureDate":"7/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052169","page":"https://plannerfees.com/planners/tableaux-wealth-319355/"},{"crd":129959,"name":"Tabr Capital Management, LLC","city":"Orange","state":"CA","fees":{"flat":[3000,4500]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $3,000 to $4,500 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027796","page":"https://plannerfees.com/planners/tabr-capital-management-llc-129959/"},{"crd":338489,"name":"Tack Wealth","city":"Burlington","state":"VT","fees":{"annual":[2000,5000]},"sourceSentences":{"annual":"Tiers: ● Essential Tier: $2,000 per year (entry-level planning & investment guidance) ● Standard Tier: $5,000 per year (ongoing planning, investment management, tax coordination) Note:"},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999970","page":"https://plannerfees.com/planners/tack-wealth-338489/"},{"crd":149056,"name":"Tackett Wealth Management, LLC","city":"Cary","state":"NC","fees":{"flat":[1000,15000]},"sourceSentences":{"flat":"Fees for stand-alone financial planning engagements typically range from $1,000 to $15,000, depending on the complexity of the engagement and the scope of services requested."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037370","page":"https://plannerfees.com/planners/tackett-wealth-management-llc-149056/"},{"crd":123961,"name":"Taconic Advisors","city":"Saugerties","state":"NY","fees":{"flat":[1100,5000]},"sourceSentences":{"flat":"The range of fees for Taconic’s Limited Scope Financial Planning Services is generally $1,100 - $5,000."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013214","page":"https://plannerfees.com/planners/taconic-advisors-123961/"},{"crd":286416,"name":"Tactical Wealth Partners","city":"Zionsville","state":"IN","fees":{"monthly":[400,400],"annual":[4800,4800]},"sourceSentences":{"annual":"Our current standard fee for new clients is $4,800 per year, typically billed as $400 per month.","monthly":"Our current standard fee for new clients is $4,800 per year, typically billed as $400 per month."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024368","page":"https://plannerfees.com/planners/tactical-wealth-partners-286416/"},{"crd":342179,"name":"Tadman Financial","city":"Boise","state":"ID","fees":{"annual":[400,1600]},"sourceSentences":{"annual":"Following the initial engagement, ongoing Financial Planning Services are billed at a fixed annual fee ranging from $400 to $1,600, depending on the nature and complexity of the services provided."},"brochureDate":"6/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048975","page":"https://plannerfees.com/planners/tadman-financial-342179/"},{"crd":320700,"name":"Taelos Financial Partners LLC","city":"Apex","state":"NC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"An hourly fee of $250 per hour is charged by Taelos Financial Partners for financial planning services under this arrangement."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050340","page":"https://plannerfees.com/planners/taelos-financial-partners-llc-320700/"},{"crd":288081,"name":"Taher Financial Planning","city":"Brooklyn","state":"NY","fees":{"hourly":[100,300],"flat":[500,2000],"monthly":[50,300]},"sourceSentences":{"flat":"Since fees are paid in arrears, no rebate will be needed upon termination of the account. 7 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge ranging between $500 and $2000 and an ongoing fee that is paid monthly, in advance, at the rate of $50 - $300 per month.","monthly":"Since fees are paid in arrears, no rebate will be needed upon termination of the account. 7 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge ranging between $500 and $2000 and an ongoing fee that is paid monthly, in advance, at the rate of $50 - $300 per month.","hourly":"Financial Planning fee is an hourly rate between $100.00 and $300.00 per hour, depending on complexity."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037605","page":"https://plannerfees.com/planners/taher-financial-planning-288081/"},{"crd":327852,"name":"Tailored Financial Planning","city":"Eugene","state":"OR","fees":{"hourly":[300,300],"flat":[1000,6000],"annual":[1200,7200]},"sourceSentences":{"annual":"We charge an annual fee for Ongoing Financial Planning which ranges between $1,200 - $7,200.","flat":"Fixed fee rates range between $1,000 to $6,000.","hourly":"Our hourly rate is $300."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016327","page":"https://plannerfees.com/planners/tailored-financial-planning-327852/"},{"crd":333725,"name":"Tailwind Financial LLC","city":"Newington","state":"CT","fees":{"hourly":[350,350],"flat":[3500,14000]},"sourceSentences":{"flat":"Financial Planning and Consulting Fee Schedule Fixed Fee $3,500-$14,000 Ongoing Fee $350 per hour FEE BILLING & PAYMENT Financial Planning will begin client relationships with a comprehensive financial plan, which will be quoted as a fixed fee for the project based on complexity and expected time and effort.","hourly":"Financial Planning and Consulting Fee Schedule Fixed Fee $3,500-$14,000 Ongoing Fee $350 per hour FEE BILLING & PAYMENT Financial Planning will begin client relationships with a comprehensive financial plan, which will be quoted as a fixed fee for the project based on complexity and expected time and effort."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003886","page":"https://plannerfees.com/planners/tailwind-financial-llc-333725/"},{"crd":168814,"name":"Tak Advisory","city":"Juno Beach","state":"FL","fees":{"hourly":[250,250],"flat":[1000,10000],"quarterly":[3500,3500],"annual":[10000,100000]},"sourceSentences":{"quarterly":"Page 5 of 21 $3,500 per quarter.","annual":"TAK Advisory will charge an annual fixed fee for comprehensive financial planning in the range of $10,000 to $100,000, as negotiated and contracted with clients in advance.","flat":"TAK Advisory will charge a fixed fee for financial planning services in the range of $1,000 to $10,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.","hourly":"The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006900","page":"https://plannerfees.com/planners/tak-advisory-168814/"},{"crd":340514,"name":"Takayoshi Wealth Management LLC","city":"Newton","state":"MA","fees":{"flat":[5000,5000],"annual":[3500,3500]},"sourceSentences":{"flat":"(1) 90 Days Financial Sprint — Flat Fee The fee for the 90 Days Financial Sprint is a $5,000 flat fee.","annual":"The fee for Year-Round Advisory is a $3,500 annual flat fee."},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043695","page":"https://plannerfees.com/planners/takayoshi-wealth-management-llc-340514/"},{"crd":313283,"name":"Talisman Wealth Advisors, LLC","city":"Mountainside","state":"NJ","fees":{"hourly":[200,400],"flat":[1500,10000]},"sourceSentences":{"flat":"These fees are negotiable but range from $1,500 to $10,000 on a fixed basis and $200 to $400 per hour on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or consulting services.","hourly":"These fees are negotiable but range from $1,500 to $10,000 on a fixed basis and $200 to $400 per hour on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or consulting services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034594","page":"https://plannerfees.com/planners/talisman-wealth-advisors-llc-313283/"},{"crd":155651,"name":"Tamarind Financial Planning","city":"San Mateo","state":"CA","fees":{"flat":[4000,10000]},"sourceSentences":{"flat":"A one-time plan development fee of $4,000 - $10,000 is payable upon signing of the Agreement."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054690","page":"https://plannerfees.com/planners/tamarind-financial-planning-155651/"},{"crd":300979,"name":"Tammy Goodman Financial, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[300,300],"annual":[3000,30000]},"sourceSentences":{"annual":"The fee range is $3,000 - $30,000 per year.","hourly":"The hourly rate is $300."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018803","page":"https://plannerfees.com/planners/tammy-goodman-financial-llc-300979/"},{"crd":342758,"name":"Tanager Financial, LLC","city":"Irvine","state":"CA","fees":{"hourly":[300,300],"flat":[4750,4750],"monthly":[200,300]},"sourceSentences":{"flat":"Comprehensive financial plan – $ 4,750.","hourly":"In the event of early termination by the Client, any fees for the hours already worked will be due at the hourly rate of $ 300.","monthly":"Ongoing advice – $ 200/month year one. $ 300/month thereafter."},"brochureDate":"8/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054356","page":"https://plannerfees.com/planners/tanager-financial-llc-342758/"},{"crd":340174,"name":"Tanara Wealth Management LLC","city":"Lehi","state":"UT","fees":{"hourly":[500,500],"flat":[1000,1000]},"sourceSentences":{"flat":"The flat fee starts at $1000, however, we retain the right to waive or reduce this minimum if we feel circumstances are warranted.","hourly":"In the event of termination prior to delivery, the Firm will charge for services performed at an hourly rate of $500, subject to a minimum charge of $1,000 (two hours)."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054490","page":"https://plannerfees.com/planners/tanara-wealth-management-llc-340174/"},{"crd":174834,"name":"Tandem Financial Guidance, LLC","city":"Kansas City","state":"MO","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"4/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040240","page":"https://plannerfees.com/planners/tandem-financial-guidance-llc-174834/"},{"crd":334576,"name":"Tandem Financial Planning LLC","city":"Springfield","state":"OR","fees":{"hourly":[250,250],"flat":[1000,5000],"annual":[4500,4500]},"sourceSentences":{"annual":"We charge an annual fee of $4,500, paid monthly or quarterly in advance, for Ongoing Financial Planning services.","flat":"Fixed fee rates range between $1,000 to $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"2/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013071","page":"https://plannerfees.com/planners/tandem-financial-planning-llc-334576/"},{"crd":292565,"name":"Tandem Financial, LLC","city":"Greenwood Village","state":"CO","fees":{"hourly":[250,400],"flat":[2500,25000]},"sourceSentences":{"flat":"If financial planning is provided as a standalone service or in addition to investment management, we may charge either a flat fee—ranging from $2,500 to $25,000—or an hourly rate.","hourly":"Our typical hourly rate is $250, with a maximum of $400 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034420","page":"https://plannerfees.com/planners/tandem-financial-llc-292565/"},{"crd":157794,"name":"Tandem Wealth Advisors","city":"Phoenix","state":"AZ","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"Financial planning fees shall generally not exceed $10,000."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039699","page":"https://plannerfees.com/planners/tandem-wealth-advisors-157794/"},{"crd":125490,"name":"Tandemgrowth Financial Advisors, LLC","city":"Alpharetta","state":"GA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Under the NextGen Financial Planning service offering, TandemGrowth charges a $1,500 fee for preparation of the Financial Map, payable upon delivery of the Financial Map."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021357","page":"https://plannerfees.com/planners/tandemgrowth-financial-advisors-llc-125490/"},{"crd":311127,"name":"Tangent Financial","city":"Honolulu","state":"HI","fees":{"flat":[2000,4000]},"sourceSentences":{"flat":"Broad-Based Planning Broad-based planning engagements typically involve several detailed planning components, and a fixed (project-based) fee range of $2,000 to $4,000 is assessed."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044413","page":"https://plannerfees.com/planners/tangent-financial-311127/"},{"crd":340705,"name":"Tangent Retirement","city":"Irvine","state":"CA","fees":{"hourly":[350,350],"quarterly":[2656,2656]},"sourceSentences":{"hourly":"We bill at the rate of $350.00 per hour.","quarterly":"If a client paid a $2,656.25 quarterly fee for a 90-day quarter, the daily rate is $29.51 ($2,656.25 ÷ 90)."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057965","page":"https://plannerfees.com/planners/tangent-retirement-340705/"},{"crd":127289,"name":"Tanglewood Legacy Advisors, LLC","city":"Houston","state":"TX","fees":{"hourly":[395,395],"flat":[5000,100000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $5,000 to $100,000 on a fixed fee basis (depending upon the level and scope of the service(s) required), or at an hourly rate of $395.","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $5,000 to $100,000 on a fixed fee basis (depending upon the level and scope of the service(s) required), or at an hourly rate of $395."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028017","page":"https://plannerfees.com/planners/tanglewood-legacy-advisors-llc-127289/"},{"crd":304485,"name":"Tannhauser Financial LLC","city":"North Wales","state":"PA","fees":{"flat":[1000,20000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $20,000."},"brochureDate":"3/18/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=889449","page":"https://plannerfees.com/planners/tannhauser-financial-llc-304485/"},{"crd":310134,"name":"Tao Financial","city":"Orlando","state":"FL","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"Our fixed (retainer) fees typically range from $3,000 up to $40,000 for more extensive engagements."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010568","page":"https://plannerfees.com/planners/tao-financial-310134/"},{"crd":340979,"name":"Tao Private Wealth, LLC","city":"Tulsa","state":"OK","fees":{"hourly":[1000,1000]},"sourceSentences":{"hourly":"Our maximum hourly rate is $1,000.00 per hour depending on the complexity of the issue being addressed."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018579","page":"https://plannerfees.com/planners/tao-private-wealth-llc-340979/"},{"crd":158056,"name":"Taos Investment Advisors, LLC","city":"Chicago","state":"IL","fees":{"hourly":[50,300]},"sourceSentences":{"hourly":"The hourly fee for providing consultation services is negotiable but generally ranges from $50 to $300 per hour."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003475","page":"https://plannerfees.com/planners/taos-investment-advisors-llc-158056/"},{"crd":337994,"name":"Tapa Private Wealth Inc.","city":"Key West","state":"FL","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"This amount is not a guaranteed or Service Fee Structure Financial Planning & Consulting $100 per hour maximum charge."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=993125","page":"https://plannerfees.com/planners/tapa-private-wealth-inc-337994/"},{"crd":154749,"name":"Tara Nolan Advisory Services, LTD","city":"Peyton","state":"CO","fees":{"hourly":[250,250],"flat":[3000,3000]},"sourceSentences":{"flat":"The full fixed fee is $3,000 due upon execution of this Agreement; or charges an hourly fee, usually $250 per hour, if such is the arrangement we decide upon.","hourly":"The full fixed fee is $3,000 due upon execution of this Agreement; or charges an hourly fee, usually $250 per hour, if such is the arrangement we decide upon."},"brochureDate":"9/4/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=989589","page":"https://plannerfees.com/planners/tara-nolan-advisory-services-ltd-154749/"},{"crd":328427,"name":"Tara Wealth","city":"Durham","state":"NC","fees":{"hourly":[400,400],"flat":[10000,10000]},"sourceSentences":{"flat":"The flat fee portion is calculated days in the month: $10,000 ÷ 365 x 30 days = $821.92","hourly":"If the client decides to cancel their engagement prior to receiving their financial plan, the client will be charged at a rate of $400/hour for time spent meeting with the client, communicating via email or phone, data gathering and fact-finding activities for the development of the financial plan prior to notice…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032502","page":"https://plannerfees.com/planners/tara-wealth-328427/"},{"crd":106079,"name":"Tarbox Family Office, Inc.","city":"Newport Beach","state":"CA","fees":{"hourly":[175,600],"flat":[5000,20000]},"sourceSentences":{"flat":"The negotiable fees for these services generally range from $5,000 to $20,000 on a fixed-fee basis, or between $175.00 to $600.00 per hour on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering those services.","hourly":"The negotiable fees for these services generally range from $5,000 to $20,000 on a fixed-fee basis, or between $175.00 to $600.00 per hour on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering those services."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027988","page":"https://plannerfees.com/planners/tarbox-family-office-inc-106079/"},{"crd":312279,"name":"Target Rock Wealth Management, LLC","city":"New York","state":"NY","fees":{"hourly":[375,375],"flat":[500,1000],"monthly":[200,2000],"quarterly":[600,6000],"annual":[5000,50000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront fee ranging from $500 to $1,000, depending on the complexity and needs of the Client.","monthly":"Thereafter, TRWM charges an ongoing fee that is paid monthly or quarterly, in advance, at the rate of $200 $2,000 per month or $600 - $6,000 per quarter.","quarterly":"Thereafter, TRWM charges an ongoing fee that is paid monthly or quarterly, in advance, at the rate of $200 $2,000 per month or $600 - $6,000 per quarter.","annual":"The ongoing annual fee generally ranges from $5,000 to $50,000, but may be more or less.","hourly":"Financial Planning engagements are offered at an hourly of $375.00 per hour, with a two (2) hour minimum."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042742","page":"https://plannerfees.com/planners/target-rock-wealth-management-llc-312279/"},{"crd":129049,"name":"Targeted Financial Services, LLC","city":"Seminole","state":"FL","fees":{"hourly":[125,200],"flat":[500,5000]},"sourceSentences":{"flat":"These fees are negotiable but generally range from $500 to $5,000 on a fixed fee basis and/or from $125 to $200 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or consulting services.","hourly":"These fees are negotiable but generally range from $500 to $5,000 on a fixed fee basis and/or from $125 to $200 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or consulting services."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006986","page":"https://plannerfees.com/planners/targeted-financial-services-llc-129049/"},{"crd":282131,"name":"Targeted Wealth Solutions","city":"Colorado Springs","state":"CO","fees":{"hourly":[350,350],"flat":[5200,5200],"monthly":[250,250],"quarterly":[5200,5200]},"sourceSentences":{"flat":"Targeted Wealth Solutions offers ongoing financial planning services that begin at $5,200.","hourly":"In this case, financial planning is billed at $350 per hour, billed in 30-minute increments.","quarterly":"For a client with $600,000 of Assets Under Management at the end of the quarter, the quarterly fee would be ($5,200 + ($100,000 x .0025))/4, or $1,362.50.","monthly":"(annual fee + (quarter-end market value x applicable number of basis points))/4 Financial Coaching Monthly fees for Financial Coaching start at $250 per month, paid in arrears."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035366","page":"https://plannerfees.com/planners/targeted-wealth-solutions-282131/"},{"crd":149308,"name":"Tarheel Advisors, LLC","city":"Chapel Hill","state":"NC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Tarheel Advisors charges $300/hour for a financial review and creation of a full financial plan."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004484","page":"https://plannerfees.com/planners/tarheel-advisors-llc-149308/"},{"crd":338192,"name":"Tarigas Investment Advisory","city":"Lancaster","state":"PA","fees":{"hourly":[50,300]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $50 and $300."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048497","page":"https://plannerfees.com/planners/tarigas-investment-advisory-338192/"},{"crd":342445,"name":"Tartan Financial Group, LLC","city":"Andover","state":"KS","fees":{"hourly":[150,500],"flat":[250,2500]},"sourceSentences":{"flat":"5 The rate for creating client financial plans is between $250 and $2,500.","hourly":"The negotiated hourly fee for these services is between $150 and $500."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055987","page":"https://plannerfees.com/planners/tartan-financial-group-llc-342445/"},{"crd":160657,"name":"\"Tate Asset Management\" and \"Dco Wealth Management\"","city":"Rancho Santa Fe","state":"CA","fees":{"hourly":[75,500],"flat":[2500,10000],"monthly":[3000,5000],"annual":[10000,10000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $2,500 and $10,000.","hourly":"Financial planning fees are generally negotiable and the final fee schedule is set forth in each client’s Financial Planning Agreement. 9 Hourly Fees Hourly rates generally range from $75 to $500 per hour.","annual":"These services are billed for a fixed period of time at a minimum rate of $10,000 per year for a two-year period regardless of any change in the client’s net worth.","monthly":"The clients pay the Trusted Advisor a monthly fee of between $3,000 and $5,000, from which the Trusted Advisor pays the team’s Subject Matter Experts."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037848","page":"https://plannerfees.com/planners/tate-asset-management-and-dco-wealth-management-160657/"},{"crd":335067,"name":"Taurus Financial","city":"Jersey City","state":"NJ","fees":{"flat":[1100,2000]},"sourceSentences":{"flat":"Taurus offers four financial planning packages and the negotiated one-time fixed rates for creating client financial plans is between $1,100 and $2,000."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056848","page":"https://plannerfees.com/planners/taurus-financial-335067/"},{"crd":324486,"name":"Taurus Financial Planning","city":"Bentonville","state":"AR","fees":{"flat":[3520,3520],"annual":[6000,6000]},"sourceSentences":{"flat":"Initial Financial Plan ($3,520) All new clients are provided with an Initial Financial Plan that costs $3,520.","annual":"A typical initial financial plan includes the following: 9 Ongoing Financial Planning Support ($6,000/year) Ongoing Financial Planning Support costs $6,000/year and is billed monthly in arrears."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040586","page":"https://plannerfees.com/planners/taurus-financial-planning-324486/"},{"crd":143426,"name":"Tax Advantage Advisors, Inc.","city":"Overland Park","state":"KS","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"Hourly fees usually range from $200 to a maximum rate of $400 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011434","page":"https://plannerfees.com/planners/tax-advantage-advisors-inc-143426/"},{"crd":146778,"name":"Tax Efficient Asset Management Solution, Inc.","city":"Newport Beach","state":"CA","fees":{"hourly":[175,450],"flat":[1000,12000]},"sourceSentences":{"flat":"Planning fees typically start at $1,000 for tactical plans and begin at $12,000 for comprehensive plans.","hourly":"In special circumstances financial planning may be offered on an hourly basis at a rate of $175.00 to $450.00 per hour, depending on the nature of the specified services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035283","page":"https://plannerfees.com/planners/tax-efficient-asset-management-solution-inc-146778/"},{"crd":298519,"name":"Tax Favored Retirement","city":"Kansas City","state":"MO","fees":{"hourly":[175,250],"annual":[1000,1000]},"sourceSentences":{"hourly":"Hourly rated range from $175 to $250 per hour.","annual":"There is a minimum annual fee of $1,000 per plan."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004848","page":"https://plannerfees.com/planners/tax-favored-retirement-298519/"},{"crd":304119,"name":"Tax Pro Advisor","city":"Leander","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Planning services will be billed at a rate of $250 per hour."},"brochureDate":"3/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=585318","page":"https://plannerfees.com/planners/tax-pro-advisor-304119/"},{"crd":304187,"name":"Taxable Wealth","city":"San Diego","state":"CA","fees":{"hourly":[400,400],"flat":[500,120000],"annual":[3000,60000]},"sourceSentences":{"annual":"Combined Comprehensive Financial Planning and Investment Advisory Service Combined Comprehensive Financial Planning and Investment Advisory Service consists of an ongoing annual fee that is paid monthly or quarterly, in arrears, at the rate of $3,000 - $60,000 per year, depending on complexity and the needs of the…","flat":"The fixed fee can range between $500.00 and $120,000.","hourly":"Financial Planning engagements are offered at an hourly rate of $400.00 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035570","page":"https://plannerfees.com/planners/taxable-wealth-304187/"},{"crd":304802,"name":"Taxdude Financial Advisor","city":"Long Beach","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services are offered based on an hourly fee of $300 per hour."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=990175","page":"https://plannerfees.com/planners/taxdude-financial-advisor-304802/"},{"crd":342653,"name":"Taxvet","city":"San Jose","state":"CA","fees":{"hourly":[100,100],"monthly":[2,45],"annual":[0,549]},"sourceSentences":{"hourly":"More complex filings will be charged $100.00/hour alongside any IRS Audit Representation or Tax Resolution services.","annual":"- Basic: $0/year Premium $129/year ($10.75/month) Pro: $549/year + $2/month per additional client past 10 clients ($45.75/month) TaxVet is subscribed to the Pro version of ProjectionLab.","monthly":"- Basic: $0/year Premium $129/year ($10.75/month) Pro: $549/year + $2/month per additional client past 10 clients ($45.75/month) TaxVet is subscribed to the Pro version of ProjectionLab."},"brochureDate":"8/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055746","page":"https://plannerfees.com/planners/taxvet-342653/"},{"crd":342739,"name":"Taxwise Wealth Planning LLC","city":"Farmington","state":"UT","fees":{"hourly":[250,250],"quarterly":[8200,8200]},"sourceSentences":{"quarterly":"The quarterly fee is $8,200 ÷ 4 = $2,050.","hourly":"Consulting (Hourly Fee) For clients who need consulting regarding a specific financial planning area, TaxWise charges an hourly rate of $250.00 per hour."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060125","page":"https://plannerfees.com/planners/taxwise-wealth-planning-llc-342739/"},{"crd":122944,"name":"Taylor & Associates","city":"Santa Monica","state":"CA","fees":{"hourly":[150,250],"flat":[750,3500]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $750 - $3,500, depending on the nature and complexity of the clients’ circumstances.","hourly":"On an hourly basis, ranging from $150 - $250 per-hour, depending on the nature and complexity of the clients’ circumstances."},"brochureDate":"2/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013092","page":"https://plannerfees.com/planners/taylor-associates-122944/"},{"crd":156177,"name":"Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L","city":"Troy","state":"MI","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly for a junior representative is $175 an hour, the hourly fee for a senior representative is $300."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015923","page":"https://plannerfees.com/planners/taylor-morgan-asset-management-llc-d-b-a-tm-advisors-l-156177/"},{"crd":121776,"name":"Taylor & Williams, Inc.","city":"Lutz","state":"FL","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Comprehensive Comprehensive financial planning services are offered at an hourly rate of $100; provided, however, that a fixed fee will be quoted (based on our estimate of the hours that it will take to complete your financial plan) before we begin preparing your financial plan."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=497862","page":"https://plannerfees.com/planners/taylor-williams-inc-121776/"},{"crd":336565,"name":"Taylor Financial Planning LLC","city":"Nashville","state":"TN","fees":{"hourly":[250,250],"flat":[10000,10000],"annual":[12000,12000]},"sourceSentences":{"flat":"Comprehensive Financial Planning and Portfolio Management Services Taylor Financial Planning charges an engagement fee no greater than $10,000 to clients who select an ongoing Comprehensive Financial Planning relationship (with or without Portfolio Management).","annual":"Comprehensive Financial Planning without Portfolio Management services are available for an annual fee no greater than $12,000.","hourly":"Package Type Fee Max Hours Expiration Tier 1 $1,200 5 hours 2 months Tier 2 $2,250 10 hours 3 months Tier 3 $3,000 15 hours 3 months Tier 4 $5,000 25 hours 5 months Hourly Financial Planning Hourly Financial Planning is available for $250/hour."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058114","page":"https://plannerfees.com/planners/taylor-financial-planning-llc-336565/"},{"crd":147829,"name":"Taylor Financial, LLC","city":"Wilmington","state":"NC","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The current hourly rate is $200/hr."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016115","page":"https://plannerfees.com/planners/taylor-financial-llc-147829/"},{"crd":309329,"name":"Taylor Hoffman Capital Management","city":"Richmond","state":"VA","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"In general, the Firm charges an hourly rate, ranging from $250–$500 per hour, for financial planning and consulting services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028488","page":"https://plannerfees.com/planners/taylor-hoffman-capital-management-309329/"},{"crd":142833,"name":"Taylor Investment Advisory","city":"Williamston","state":"NC","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly fee for these services is $150."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999926","page":"https://plannerfees.com/planners/taylor-investment-advisory-142833/"},{"crd":335125,"name":"Taylor Turner Wealth Management LLC","city":"Richmond","state":"VA","fees":{"hourly":[300,300],"flat":[3000,3000],"annual":[2500,15000]},"sourceSentences":{"annual":"Tier Quarterly Fee Annual Equivalent Tier 1 — Standard Retainer $2,500 $10,000 Tier 2 — Comprehensive Retainer $3,750 $15,000 Tier 3 — Premier Retainer $7,500+ (negotiable) $30,000+ (negotiable) Deliverables Included Discretionary and/or nondiscretionary portfolio management Quarterly portfolio reviews Ongoing…","flat":"(Clients seeking ongoing, continuous financial planning together with portfolio management should instead select the Flat Quarterly Retainer fee structure described above under Asset Management.) The fee for the Full Financial Plan is a fixed, one-time fee of $3,000, billed as follows: a $1,000 onboarding fee is…","hourly":"Consultation Services Consultation Services are offered based on an hourly fee of $300 per hour."},"brochureDate":"9/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057181","page":"https://plannerfees.com/planners/taylor-turner-wealth-management-llc-335125/"},{"crd":132955,"name":"Taylor Wealth Management, LLC","city":"Torrance","state":"CA","fees":{"hourly":[500,500],"annual":[3000,40000]},"sourceSentences":{"annual":"The annual fee for investment management only services varies (between $3,000 and $40,000) depending primarily on the amount of assets to be managed.","hourly":"These fees are negotiable, but are generally $500 per hour."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008339","page":"https://plannerfees.com/planners/taylor-wealth-management-llc-132955/"},{"crd":323416,"name":"Taylors Financial","city":"Fort Collins","state":"CO","fees":{"flat":[2000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2,000 and $5,000."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002945","page":"https://plannerfees.com/planners/taylors-financial-323416/"},{"crd":341078,"name":"Tayyib Investments LLC","city":"Toledo","state":"OH","fees":{"hourly":[90,160]},"sourceSentences":{"hourly":"A) Hourly Fee Arrangements- Applicable to Single-goal financial planning & Investment assessment services Hours Billed 1 2 and beyond Fee charged $90.00 $160.00/hour Hourly fees are calculated in 15-minute increments."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047071","page":"https://plannerfees.com/planners/tayyib-investments-llc-341078/"},{"crd":333130,"name":"TBG Investing","city":"Lake Oswego","state":"OR","fees":{"flat":[6000,6000],"monthly":[300,1200]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge, no greater than $6,000.","monthly":"At the start of the second month, the recurring fixed fee begins and is paid monthly, in advance, at the rate of $300 to $1,200 per month."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025853","page":"https://plannerfees.com/planners/tbg-investing-333130/"},{"crd":107373,"name":"Tci Wealth Advisors, Inc.","city":"Tucson","state":"AZ","fees":{"hourly":[150,250],"flat":[500,1500]},"sourceSentences":{"flat":"AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $1,500 on a fixed fee basis, and from $150 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $1,500 on a fixed fee basis, and from $150 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014175","page":"https://plannerfees.com/planners/tci-wealth-advisors-inc-107373/"},{"crd":289583,"name":"TCM","city":"Germantown","state":"TN","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"$500 / hour (minimum two hours)"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034975","page":"https://plannerfees.com/planners/tcm-289583/"},{"crd":132646,"name":"TCM Wealth Advisors","city":"Fairlawn","state":"OH","fees":{"hourly":[300,600],"flat":[1500,15000],"monthly":[65,65],"quarterly":[175,175],"annual":[650,650]},"sourceSentences":{"hourly":"TCM's hourly fee is $300-$600, based on complexity.","flat":"Financial Planning fees will be charged as a fixed fee, typically ranging from $1,500 to $15,000, based on your individual circumstances.","monthly":"We also offer our Financial Planning and Consulting Services for a monthly fee of $65, billed in advance early in the month; a quarterly fee of $175, billed in advance early in the quarter, or an annual fee of $650 billed in advance in early January.","quarterly":"We also offer our Financial Planning and Consulting Services for a monthly fee of $65, billed in advance early in the month; a quarterly fee of $175, billed in advance early in the quarter, or an annual fee of $650 billed in advance in early January.","annual":"We also offer our Financial Planning and Consulting Services for a monthly fee of $65, billed in advance early in the month; a quarterly fee of $175, billed in advance early in the quarter, or an annual fee of $650 billed in advance in early January."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012046","page":"https://plannerfees.com/planners/tcm-wealth-advisors-132646/"},{"crd":286037,"name":"TCP Asset Management, LLC","city":"Upper Arlington","state":"OH","fees":{"hourly":[0,500],"flat":[0,15000]},"sourceSentences":{"hourly":"The hourly fee for these services is between $0 and $500.","flat":"The negotiated fixed rate for creating client financial plans is between $0 and $15,000. 12 Hourly Fees The negotiated hourly fee for these services is between $0 and $1,000."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059205","page":"https://plannerfees.com/planners/tcp-asset-management-llc-286037/"},{"crd":136148,"name":"TCS Financial Services, Inc.","city":"Kernersville","state":"NC","fees":{"hourly":[180,180],"flat":[450,15000]},"sourceSentences":{"hourly":"TCS Financial Services, Inc. furnishes hourly advice through financial & investment consultation at a rate of $180.00 per hour with a 2.5 hour minimum that is billed on a monthly basis.","flat":"All comprehensive financial plans are offered via a negotiated fixed fee that will range from $450 to $15,000 for the initial engagement depending on type and complexity of work required."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004033","page":"https://plannerfees.com/planners/tcs-financial-services-inc-136148/"},{"crd":106125,"name":"TD Capital Management LLC","city":"Memphis","state":"TN","fees":{"hourly":[300,375],"flat":[1000,3000],"quarterly":[750,750]},"sourceSentences":{"quarterly":"The minimum quarterly fee is $750.","hourly":"On an hourly basis ranging from $300 to $375 per hour. 2.","flat":"As a fixed fee, typically ranging from $1,000 to $3,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be produced."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056095","page":"https://plannerfees.com/planners/td-capital-management-llc-106125/"},{"crd":310877,"name":"TDT Financial Inc","city":"Sioux Falls","state":"SD","fees":{"hourly":[300,300],"flat":[500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $10,000.","hourly":"The hourly fee is $300 an hour."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003159","page":"https://plannerfees.com/planners/tdt-financial-inc-310877/"},{"crd":309400,"name":"Teacher Wealth","city":"Des Moines","state":"IA","fees":{"hourly":[250,300],"flat":[500,5000],"annual":[5000,6500]},"sourceSentences":{"annual":"Fees will range between $5000 and $6500 per year and may be negotiable in certain cases.","flat":"The fixed fee can range between $500 and $5,000, depending on complexity and the needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate between $250 and $300 per hour, depending on complexity."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021160","page":"https://plannerfees.com/planners/teacher-wealth-309400/"},{"crd":331269,"name":"Team Covert, LLC","city":"Auburn Hills","state":"MI","fees":{"hourly":[100,500],"flat":[1200,12000],"monthly":[100,1000]},"sourceSentences":{"flat":"COMPREHENSIVE AND ONGOING FINANCIAL PLANNING Comprehensive financial planning services are offered on fixed fee basis that ranges from $1,200 to $12,000.","monthly":"We charge a fixed monthly fee that ranges from $100 to $1,000.","hourly":"FINANCIAL CONSULTING Consulting services are provided at an hourly rate that ranges between $100 to $500."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002657","page":"https://plannerfees.com/planners/team-covert-llc-331269/"},{"crd":327256,"name":"Team Financial Planning","city":"Union","state":"NJ","fees":{"hourly":[400,400],"flat":[5000,5000],"monthly":[400,1000],"quarterly":[1200,3000]},"sourceSentences":{"flat":"Ongoing Financial Planning TEAMFP collects an initial fee, no greater than $5,000.","monthly":"Fees are paid monthly or quarterly in advance, ranging from $400 to $1,000 per month or $1,200 to $3,000 per quarter.","quarterly":"Fees are paid monthly or quarterly in advance, ranging from $400 to $1,000 per month or $1,200 to $3,000 per quarter.","hourly":"Our hourly rate is $400."},"brochureDate":"4/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040336","page":"https://plannerfees.com/planners/team-financial-planning-327256/"},{"crd":291194,"name":"Team Hewins, LLC","city":"Foster City","state":"CA","fees":{"hourly":[350,400],"flat":[3000,10000],"quarterly":[625,625]},"sourceSentences":{"quarterly":"Team Hewins typically charges a minimum fee of $625 per quarter but reserves the right to waive the minimum fee on a case-by-case basis.","flat":"Fees typically range from $3,000 to $10,000 on a fixed-fee annual basis, or $350 to $400 per hour on an hourly rate basis.","hourly":"Fees typically range from $3,000 to $10,000 on a fixed-fee annual basis, or $350 to $400 per hour on an hourly rate basis."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043270","page":"https://plannerfees.com/planners/team-hewins-llc-291194/"},{"crd":321834,"name":"Tech FP","city":"Wilmington","state":"NC","fees":{"flat":[1000,7500],"annual":[6000,6000]},"sourceSentences":{"annual":"There is a minimum annual fee of $6,000 per couple or $5,000 per individual.","flat":"Fixed fee rates range between $1,000 to $7,500."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044601","page":"https://plannerfees.com/planners/tech-fp-321834/"},{"crd":311267,"name":"Tech Wealth, LLC","city":"Lehi","state":"UT","fees":{"quarterly":[3000,3000],"annual":[12000,12000]},"sourceSentences":{"quarterly":"The specific services to be provided to a client will be​ ​described in the client’s signed agreement and Schedule A.​ ​ or clients with less than $1,000,000 in investable assets under management with the Firm, the​ F ​Firm generally charges a financial planning fee of $3,000 per quarter ($12,000 annually), billed​…","annual":"The specific services to be provided to a client will be​ ​described in the client’s signed agreement and Schedule A.​ ​ or clients with less than $1,000,000 in investable assets under management with the Firm, the​ F ​Firm generally charges a financial planning fee of $3,000 per quarter ($12,000 annually), billed​…"},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042757","page":"https://plannerfees.com/planners/tech-wealth-llc-311267/"},{"crd":151021,"name":"Techgen Financial","city":"Sharon","state":"MA","fees":{"hourly":[250,400],"annual":[5000,30000]},"sourceSentences":{"annual":"Annual Fee Range: $5,000 to $30,000 Fees for Wealth Management engagements reflect the additional scope of services, including more frequent portfolio review and evaluation and investment-related guidance.","hourly":"Custom Projects: o Flat fee or o Hourly rate of $250 to $400 Fees for Project Agreements are typically due in full at the beginning of the engagement."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037736","page":"https://plannerfees.com/planners/techgen-financial-151021/"},{"crd":147676,"name":"Teeple Snyder Newsome Wealth & Tax Management","city":"Brownsburg","state":"IN","fees":{"hourly":[250,250],"annual":[2500,2500]},"sourceSentences":{"annual":"The fee shall be split into quarterly installments to be paid in advance to Advisor on a quarterly basis with a minimum annual fee of $2,500.","hourly":"LIMTED SCOPE FINANCIAL PLANNING AND CONSULTING SERVICES Limited scope financial planning and consulting services are offered at an hourly rate of $250 per hour or a project fee up to $10,000."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010610","page":"https://plannerfees.com/planners/teeple-snyder-newsome-wealth-tax-management-147676/"},{"crd":168431,"name":"Tekmen Wells LLC","city":"New York","state":"NY","fees":{"hourly":[600,600],"flat":[500,10000]},"sourceSentences":{"hourly":"Our hourly charge is $600 per hour.","flat":"Because of the varied nature of consulting services, fixed fees will vary greatly, but will generally be between $500 and $10,000."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005239","page":"https://plannerfees.com/planners/tekmen-wells-llc-168431/"},{"crd":333039,"name":"Tekton Wealth Advisors","city":"Lowell","state":"AR","fees":{"hourly":[500,500],"monthly":[100,500]},"sourceSentences":{"hourly":"The Firm will provide a fixed fee for the financial planning and consulting project based on the amount of time that the Firm expects the project to take and will calculate the fee based on an hourly rate of $500 per hour.","monthly":"TWAS monthly financial planning fees range from $100 to $500 per month, which is independent of, and not related to assets under management."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051372","page":"https://plannerfees.com/planners/tekton-wealth-advisors-333039/"},{"crd":149108,"name":"Telos Capital Management, Inc.","city":"San Diego","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"For these clients, we charge a rate of $300 per hour with the total number of hours varying based on the scope and complexity of the services requested."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038455","page":"https://plannerfees.com/planners/telos-capital-management-inc-149108/"},{"crd":340922,"name":"Telos Partners LLC","city":"Avon","state":"CT","fees":{"hourly":[500,500],"flat":[12500,12500],"annual":[3600,18000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Telos collects an initial fee, no greater than $12,500.","annual":"Fees are paid monthly or quarterly in arrears, ranging from $3,600 to $18,000 annually.","hourly":"Service Hourly Consulting Service will be offered at the rate of $500 per hour."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059406","page":"https://plannerfees.com/planners/telos-partners-llc-340922/"},{"crd":327439,"name":"Telos Wealth","city":"Wenatchee","state":"WA","fees":{"hourly":[285,285],"flat":[2280,9120],"monthly":[1710,3420]},"sourceSentences":{"hourly":"Fees are based on our hourly rate of $285.","monthly":"Once the initial fee is earned, ongoing fees are paid monthly in arrears, and typically range from $1,710 - $3,420 per month.","flat":"Fixed fees typically range between $2,280 to $9,120, based on our hourly rate of $285."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018280","page":"https://plannerfees.com/planners/telos-wealth-327439/"},{"crd":328209,"name":"Telos Wealth Advisors","city":"Matthews","state":"NC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Telos does not accept direct invoicing, ACH, or check payment for retirement plan advisory fees. 5.3 WEALTH PLANNING SERVICES - Wealth Planning Services are charged at Telos’ standard hourly rate of three hundred dollars ($300) per hour."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057727","page":"https://plannerfees.com/planners/telos-wealth-advisors-328209/"},{"crd":312839,"name":"Templeman Wealth Management Inc.","city":"Rancho Santa Margarita","state":"CA","fees":{"hourly":[330,330]},"sourceSentences":{"hourly":"The hourly fee for these services is $330."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051198","page":"https://plannerfees.com/planners/templeman-wealth-management-inc-312839/"},{"crd":305972,"name":"Templer Wealth Management, LLC","city":"Vienna","state":"VA","fees":{"hourly":[300,300],"flat":[2500,10000]},"sourceSentences":{"flat":"Financial planning and consulting services are offered for a fixed fee ranging from $2,500 to $10,000 or on an hourly rate not to exceed $300 per hour.","hourly":"Financial planning and consulting services are offered for a fixed fee ranging from $2,500 to $10,000 or on an hourly rate not to exceed $300 per hour."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041504","page":"https://plannerfees.com/planners/templer-wealth-management-llc-305972/"},{"crd":132271,"name":"Templeton Financial Planning","city":"Coraopolis","state":"PA","fees":{"hourly":[150,150],"flat":[900,900]},"sourceSentences":{"flat":"The Financial Review services are provided on a flat fee of $900, which can be applied to a Standard Retainer if offered to Client and agreement is signed within 30 days of Financial Review.","hourly":"In the event of later termination, prepaid but unearned client fees will be promptly refunded on a pro-rata basis, and any earned, unpaid fees will be due and payable, all based on an hourly rate of $150. 3 Project Retainer:"},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000952","page":"https://plannerfees.com/planners/templeton-financial-planning-132271/"},{"crd":336316,"name":"Tempo Wealth","city":"Independence","state":"OH","fees":{"flat":[1000,3000]},"sourceSentences":{"flat":"Financial planning fees start at $1,000 for Renewal Financial Plans for existing clients and $3,000 minimum for new clients with a maximum of $15,000 in planning fee."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020076","page":"https://plannerfees.com/planners/tempo-wealth-336316/"},{"crd":300566,"name":"Tempus Pecunia","city":"San Diego","state":"CA","fees":{"hourly":[250,400],"flat":[1000,1000],"annual":[2500,25000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of a minimum of $1,000 and an ongoing annual fee that is paid monthly or quarterly, in advance, at the rate of $2,500 - $25,000 per year, depending on complexity and the needs of the client.","annual":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of a minimum of $1,000 and an ongoing annual fee that is paid monthly or quarterly, in advance, at the rate of $2,500 - $25,000 per year, depending on complexity and the needs of the client.","hourly":"Project-Based Financial Planning Hourly Fee Project-Based Financial Planning is available at an hourly rate between $250 and $400 per hour, depending on complexity and the needs of the client."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047831","page":"https://plannerfees.com/planners/tempus-pecunia-300566/"},{"crd":339567,"name":"Tempus Wealth Partners","city":"Washington","state":"DC","fees":{"hourly":[500,500],"flat":[15000,150000]},"sourceSentences":{"flat":"Project-Based Fees For project-based arrangements and financial planning fees typically range from $15,000 - $150,000.","hourly":"An hourly fee of $500.00 per hour will be charged by Tempus Wealth Partners for hourly services."},"brochureDate":"12/26/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999512","page":"https://plannerfees.com/planners/tempus-wealth-partners-339567/"},{"crd":285349,"name":"Tempus Wealth Planning, LLC","city":"Irvine","state":"CA","fees":{"hourly":[250,250],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250.","flat":"The maximum flat fee will not exceed $10,000."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019841","page":"https://plannerfees.com/planners/tempus-wealth-planning-llc-285349/"},{"crd":169364,"name":"Ten Peaks Partners L.L.C.","city":"Clayton","state":"MO","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"4 The hourly fee for financial planning services is $250 per hour."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045774","page":"https://plannerfees.com/planners/ten-peaks-partners-l-l-c-169364/"},{"crd":338193,"name":"Ten Seven Capital","city":"Naples","state":"FL","fees":{"hourly":[275,500],"annual":[50000,50000]},"sourceSentences":{"hourly":"5 The negotiated hourly fee for these services is between $275 and $500, based on the complexity of the client’s financial situation and the level of effort required to provide adequate service.","annual":"The negotiated fixed fee for these services is between $50,000 and $1,000,000 per year, depending on the client’s net worth, the scope of services, and the complexity of the family office needs."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040430","page":"https://plannerfees.com/planners/ten-seven-capital-338193/"},{"crd":332884,"name":"Tenacity Private Wealth","city":"Powell","state":"OH","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"Our fee for Financial Consulting is $5,000 per plan or $250 per hour.","hourly":"Our fee for Financial Consulting is $5,000 per plan or $250 per hour."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011151","page":"https://plannerfees.com/planners/tenacity-private-wealth-332884/"},{"crd":159378,"name":"Tenbridge Partners LLC","city":"Portland","state":"OR","fees":{"flat":[350,350]},"sourceSentences":{"flat":"Our baseline hourly rate for financial planning services is generally $350, billed in 30-minute increments."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027068","page":"https://plannerfees.com/planners/tenbridge-partners-llc-159378/"},{"crd":341332,"name":"Tendful Wealth Planning","city":"Rome","state":"NY","fees":{"hourly":[250,250],"flat":[3000,8000],"annual":[4000,10000]},"sourceSentences":{"annual":"Annual fees ranging from $4,000 to $10,000.","flat":"Fixed fee rates range between $3,000 to $8,000.","hourly":"Our hourly rate is $250."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056099","page":"https://plannerfees.com/planners/tendful-wealth-planning-341332/"},{"crd":339025,"name":"Tenet Portfolio Management","city":"Nicholasville","state":"KY","fees":{"hourly":[200,550],"flat":[2500,15000],"monthly":[150,1000],"quarterly":[450,3000]},"sourceSentences":{"monthly":"Fees are paid monthly or quarterly in advance, ranging from $150 to $1,000 per month or $450 to $3,000 per quarter.","quarterly":"Fees are paid monthly or quarterly in advance, ranging from $150 to $1,000 per month or $450 to $3,000 per quarter.","flat":"Fixed fee rates range between $2,500 to $15,000.","hourly":"Our hourly rate ranges from $200 to $550."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051650","page":"https://plannerfees.com/planners/tenet-portfolio-management-339025/"},{"crd":305228,"name":"Tennessee Valley Investment Management","city":"Huntsville","state":"AL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The Firm's current charge is $200.00 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027293","page":"https://plannerfees.com/planners/tennessee-valley-investment-management-305228/"},{"crd":305581,"name":"Tenon Financial","city":"Metuchen","state":"NJ","fees":{"annual":[3600,36000]},"sourceSentences":{"annual":"The fee range is flat, ranging from $3,600 to $36,000 annually."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000523","page":"https://plannerfees.com/planners/tenon-financial-305581/"},{"crd":335259,"name":"Tenzing Financial LLC","city":"Williamsburg","state":"VA","fees":{"flat":[5000,10000]},"sourceSentences":{"flat":"Tenzing Financial also offers standalone financial planning services for fixed engagement fee ranging from $5,000 to $10,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009004","page":"https://plannerfees.com/planners/tenzing-financial-llc-335259/"},{"crd":122038,"name":"Teplitz Financial Group LLC","city":"Old Bridge","state":"NJ","fees":{"hourly":[150,250],"flat":[1500,3000]},"sourceSentences":{"flat":"TFG’s financial planning fees are negotiable but generally range from a fixed fee of $1,500 to $3,000 and from $150 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"TFG’s financial planning fees are negotiable but generally range from a fixed fee of $1,500 to $3,000 and from $150 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057244","page":"https://plannerfees.com/planners/teplitz-financial-group-llc-122038/"},{"crd":320643,"name":"Terra Wealth","city":"High Point","state":"NC","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Hourly rates may generally range from $250 to $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033598","page":"https://plannerfees.com/planners/terra-wealth-320643/"},{"crd":118598,"name":"Terrance P Davis Cpa/pfs","city":"St. Louis","state":"MO","fees":{"hourly":[150,150],"flat":[500,5000]},"sourceSentences":{"hourly":"Clients are charged on an hourly basis – currently $150/hour or a negotiated rate - for work performed on their behalf.","flat":"In certain instances, depending upon a client's needs and the services performed, a negotiated flat or fixed fee may be used typically ranging from $500 $5,000."},"brochureDate":"2/28/2020","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=615526","page":"https://plannerfees.com/planners/terrance-p-davis-cpa-pfs-118598/"},{"crd":148425,"name":"Terrell Financial Group","city":"Metairie","state":"LA","fees":{"hourly":[200,200],"flat":[2500,2500]},"sourceSentences":{"flat":"Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.","hourly":"Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043672","page":"https://plannerfees.com/planners/terrell-financial-group-148425/"},{"crd":283295,"name":"Tessara Wealth","city":"Burlingame","state":"CA","fees":{"hourly":[350,350],"annual":[7200,9600]},"sourceSentences":{"annual":"The minimum fee for this service is $7,200/year for individuals and $9,600/year for couples.","hourly":"Hourly and Project-Based Engagements Financial Planning is also offered at an hourly rate of $350.00/hour."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005106","page":"https://plannerfees.com/planners/tessara-wealth-283295/"},{"crd":340823,"name":"Testament Wealth Management","city":"Cary","state":"NC","fees":{"hourly":[300,300],"flat":[500,7000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $7,000.","hourly":"Our hourly rate is $300."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056960","page":"https://plannerfees.com/planners/testament-wealth-management-340823/"},{"crd":313534,"name":"Tetelestai Capital","city":"Loveland","state":"OH","fees":{"hourly":[200,200],"monthly":[40,40]},"sourceSentences":{"monthly":"The separately managed accounts will have a sliding annual management fee scale paid monthly in arrears based on the schedule below with a minimum fee of $40 per month:","hourly":"Clients can request quotes for bespoke financial consulting projects paid at $200 per hour depending on the client’s need."},"brochureDate":"2/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010884","page":"https://plannerfees.com/planners/tetelestai-capital-313534/"},{"crd":164130,"name":"Tetley Investments, LLC","city":"Park Ridge","state":"IL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning fees are $250 per hour and are not negotiable."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013201","page":"https://plannerfees.com/planners/tetley-investments-llc-164130/"},{"crd":330009,"name":"Teton Crest Wealth Planning","city":"Idaho Falls","state":"ID","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Typical hourly charges are $300/hour."},"brochureDate":"5/30/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=980403","page":"https://plannerfees.com/planners/teton-crest-wealth-planning-330009/"},{"crd":335988,"name":"Texas Assured Financial Planning LLC","city":"Houston","state":"TX","fees":{"hourly":[250,250],"flat":[2500,2500],"monthly":[1000,1000]},"sourceSentences":{"monthly":"Note that regardless of the amount of assets under management, the monthly fee will not exceed $1,000.","flat":"Clients who engage TAFP for Investment Management Services and whose assets under management reach $500,000 will receive Ongoing Financial Planning at no additional cost. 8 Ongoing Financial Planning TAFP collects a one time initial fee, not to exceed $2,500, which is due in advance and covers the development and…","hourly":"Our hourly rate is $250."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007079","page":"https://plannerfees.com/planners/texas-assured-financial-planning-llc-335988/"},{"crd":105062,"name":"TFC Financial Management Inc","city":"Boston","state":"MA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Our financial planning fees are generally in the range of $1,000 to $10,000 per engagement, although some may be higher based on the amount of services provided."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014541","page":"https://plannerfees.com/planners/tfc-financial-management-inc-105062/"},{"crd":159440,"name":"Tfo Family Office Partners","city":"Phoenix","state":"AZ","fees":{"hourly":[150,1200],"flat":[5000,300000]},"sourceSentences":{"flat":"Fixed fees will typically range from $5,000 - $300,000, depending on the nature and complexity of each client's circumstances.","hourly":"Hourly fees will typically range from $150 - $1,200 per hour, depending on the nature and complexity of each client's circumstances, as well as the individual conducting the work."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057988","page":"https://plannerfees.com/planners/tfo-family-office-partners-159440/"},{"crd":124407,"name":"Tfo Wealth Partners","city":"Maumee","state":"OH","fees":{"hourly":[150,450],"flat":[5000,25000],"quarterly":[500,500]},"sourceSentences":{"quarterly":"Ongoing quarterly fees will vary, starting at $500 for Standard Tier, $1,000 for Premium Tier, and $1,500 for Premium+ Tier.","flat":"Fixed fees will typically range from $5,000 - $25,000 or more, depending on the nature and complexity of each Client's circumstances.","hourly":"Hourly fees will typically range from $150 - $450 per hour, depending on the nature and complexity of each Client's circumstances, as well as the individual conducting the work. 12 The different types of fee arrangements may also be combined as appropriate for the different types of services requested by the Client."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035015","page":"https://plannerfees.com/planners/tfo-wealth-partners-124407/"},{"crd":333108,"name":"TFR Capital","city":"Plano","state":"TX","fees":{"flat":[1500,20000]},"sourceSentences":{"flat":"Clients that are receiving financial planning services only or other consulting services only are charged a fixed fee ranging from $1,500 to $20,000 and clients may be subject to additional hourly charges depending upon the complexity of a client’s plan and services provided."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052943","page":"https://plannerfees.com/planners/tfr-capital-333108/"},{"crd":167653,"name":"TFS Advisors, LLC","city":"Edmonds","state":"WA","fees":{"hourly":[350,350],"flat":[2500,2500]},"sourceSentences":{"flat":"A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s assets under management with Adviser as well as an initial up-front flat fee that is generally equal to $2,500.","hourly":"For clients that do not wish to engage Adviser to provide ongoing portfolio management or advisory services, Adviser alternatively but rarely offers financial planning services on an hourly basis at $350 per hour or for a flat fee that depends on the nature, extent, and complexity of financial planning services to…"},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015108","page":"https://plannerfees.com/planners/tfs-advisors-llc-167653/"},{"crd":332490,"name":"TGF Assets","city":"Lumberton","state":"NJ","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Hourly fees range from $150 to $300 depending on the skill sets required, and are negotiable."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059909","page":"https://plannerfees.com/planners/tgf-assets-332490/"},{"crd":107289,"name":"TGS Financial Advisors","city":"Radnor","state":"PA","fees":{"flat":[3500,3500],"quarterly":[1750,1750]},"sourceSentences":{"flat":"The current one-time fee for the initial planning phase (TriageMD Foundations Plan Agreement) is $3,500.","quarterly":"The current annual MPP fee will be $7,000, charged $1,750 per quarter ."},"brochureDate":"3/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013147","page":"https://plannerfees.com/planners/tgs-financial-advisors-107289/"},{"crd":106559,"name":"Thames Asset Management, Inc","city":"Hackensack","state":"NJ","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Hourly fees are calculated on a rate of $400 per hour."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006810","page":"https://plannerfees.com/planners/thames-asset-management-inc-106559/"},{"crd":126295,"name":"Thames Financial Management","city":"Norwich","state":"CT","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The hourly rate for Investment Advisory Services is $300.00 per hour."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002463","page":"https://plannerfees.com/planners/thames-financial-management-126295/"},{"crd":340188,"name":"Thatcher Wealth Management","city":"Grand Rapids","state":"MI","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"TWM charges clients a flat fee, not to exceed $3,000, for estate planning guidance services delivered through the Wealth.com platform."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058336","page":"https://plannerfees.com/planners/thatcher-wealth-management-340188/"},{"crd":304729,"name":"Thayer Financial, L.L.C.","city":"Hickory","state":"NC","fees":{"flat":[1500,5000]},"sourceSentences":{"flat":"The flat fee for this service typically ranges from $1,500 to $5,000, half of which is due upon engagement with the balance due upon the completion of services rendered.​ ​ Pension consulting fees are prorated from the date a client’s assets are first designated to be under Adviser’s management to the effective…"},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010019","page":"https://plannerfees.com/planners/thayer-financial-l-l-c-304729/"},{"crd":334631,"name":"The Abc Squared","city":"Indian Trail","state":"NC","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $200 and $500."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050263","page":"https://plannerfees.com/planners/the-abc-squared-334631/"},{"crd":139125,"name":"The Advisory Firm","city":"Alpharetta","state":"GA","fees":{"flat":[1500,2500]},"sourceSentences":{"flat":"Getting Started Planning fees typically range from $1,500 to $2,500."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049642","page":"https://plannerfees.com/planners/the-advisory-firm-139125/"},{"crd":155270,"name":"The Advocate Group, LLC","city":"Minnetonka","state":"MN","fees":{"flat":[2500,20000]},"sourceSentences":{"flat":"Typical initial annual financial planning fees range from $2,500 to $20,000, depending on the complexity of the plan."},"brochureDate":"9/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058451","page":"https://plannerfees.com/planners/the-advocate-group-llc-155270/"},{"crd":283819,"name":"The Affinity Group, LLC","city":"Albany","state":"NY","fees":{"annual":[2000,25000]},"sourceSentences":{"annual":"For ongoing financial planning and consulting services, the fees are also negotiated but generally range from $2,000 to $25,000 per year, depending on, among other things, the complexity of the work to be performed and the professional rendering the financial planning or consulting services."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024608","page":"https://plannerfees.com/planners/the-affinity-group-llc-283819/"},{"crd":333737,"name":"The Alchemists, LLC","city":"Stamford","state":"VT","fees":{"hourly":[300,300],"flat":[3000,10000]},"sourceSentences":{"flat":"Project-Based Financial Planning Services For our Project-Based Financial Planning Services, we charge either a fixed fee arrangement, with fees typically ranging from $3,000 to $10,000, or an hourly fee arrangement, typically at a rate of $300, based on the complexity of your financial situation.","hourly":"Project-Based Financial Planning Services For our Project-Based Financial Planning Services, we charge either a fixed fee arrangement, with fees typically ranging from $3,000 to $10,000, or an hourly fee arrangement, typically at a rate of $300, based on the complexity of your financial situation."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059026","page":"https://plannerfees.com/planners/the-alchemists-llc-333737/"},{"crd":156062,"name":"The Archer Consulting Group, LLC","city":"Thibodaux","state":"LA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"If additional consulting is requested or required, an hourly rate of $250 per hour is charged."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019920","page":"https://plannerfees.com/planners/the-archer-consulting-group-llc-156062/"},{"crd":104808,"name":"The Arkansas Financial Group, Inc.","city":"Little Rock","state":"AR","fees":{"hourly":[50,350],"quarterly":[150,600]},"sourceSentences":{"hourly":"The hourly rates of AFG’s professionals range from $50 to $350.","quarterly":"AFG generally imposes a minimum annual Core Fee of $600 or $150 per quarter."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056973","page":"https://plannerfees.com/planners/the-arkansas-financial-group-inc-104808/"},{"crd":118282,"name":"The Aspen Equity Group","city":"Waco","state":"TX","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"The AEG fee schedule is 1.00% to 2.00% annually of assets managed on a discretionary basis, $275 per hour, an established fixed fee, or some combination of these three."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036049","page":"https://plannerfees.com/planners/the-aspen-equity-group-118282/"},{"crd":306849,"name":"The Atlas Financial Group","city":"Miami","state":"FL","fees":{"hourly":[350,350],"quarterly":[250,250],"annual":[1000,1000]},"sourceSentences":{"quarterly":"The minimum fixed fee is $250.00 per Quarter / $1,000.00 per year.","annual":"The minimum fixed fee is $250.00 per Quarter / $1,000.00 per year.","hourly":"The standard Hourly Fee is $350.00 /hr."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025765","page":"https://plannerfees.com/planners/the-atlas-financial-group-306849/"},{"crd":291982,"name":"The Balance of Trade","city":"Scottsdale","state":"AZ","fees":{"hourly":[380,380],"monthly":[370,370]},"sourceSentences":{"hourly":"The base fee for our consulting service will be $380 per hour, with adjustments for inflation (current quote is as of March 2023).","monthly":"Such fees would not exceed $370 per month, which may be adjusted from time to time, and would be advertised in detail on a forthcoming website."},"brochureDate":"3/10/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=820530","page":"https://plannerfees.com/planners/the-balance-of-trade-291982/"},{"crd":156242,"name":"The Baran James Company, Inc.","city":"Pittsburgh","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisors hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023992","page":"https://plannerfees.com/planners/the-baran-james-company-inc-156242/"},{"crd":118794,"name":"The Bedminster Group","city":"Bluffton","state":"SC","fees":{"annual":[4000,4000]},"sourceSentences":{"annual":"In cases where the stated minimum asset level is waived or reduced, clients will be subject to a minimum annual fee of $4,000."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009444","page":"https://plannerfees.com/planners/the-bedminster-group-118794/"},{"crd":153820,"name":"The Benchmark Group RIA Services, LLC","city":"Cherry Hill","state":"NJ","fees":{"monthly":[1000,7500]},"sourceSentences":{"monthly":"Monthly fees range between $1,000 and $7,500, and the implementation period is usually three to twenty-four months, but may be longer. 3."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050785","page":"https://plannerfees.com/planners/the-benchmark-group-ria-services-llc-153820/"},{"crd":332776,"name":"The Blackmont Group","city":"Fullerton","state":"CA","fees":{"hourly":[300,300],"flat":[3750,3750]},"sourceSentences":{"flat":"Ongoing Financial Planning TBG collects an initial fee no greater than $3,750.","hourly":"Our hourly rate is $300."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057376","page":"https://plannerfees.com/planners/the-blackmont-group-332776/"},{"crd":155317,"name":"The Bollard Group 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York","state":"NY","fees":{"flat":[750,2500]},"sourceSentences":{"flat":"How we are compensated Financial planning/budgeting and general consultation fees have 2 components: ~a) Our negotiable hourly fee is up to $300/hour and is paid post-consultation; ~b) Written financial planning fees range from $750 to $2,500 per plan, depending on the complexity of your financial situation."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042682","page":"https://plannerfees.com/planners/the-butler-group-llc-131814/"},{"crd":130170,"name":"The Capital Preserve, Inc.","city":"Tarrytown","state":"NY","fees":{"hourly":[250,250],"flat":[3000,3000]},"sourceSentences":{"hourly":"Clients are generally billed at the rate of $250 an hour not to exceed a total of $3,000 per project or a fixed fee not to exceed $3,000 per project.","flat":"Clients are generally billed at the rate of $250 an hour not to exceed a total of $3,000 per project or a fixed fee not to exceed $3,000 per project."},"brochureDate":"3/4/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=581293","page":"https://plannerfees.com/planners/the-capital-preserve-inc-130170/"},{"crd":331489,"name":"The Charles Towne Agency","city":"Mcclellanville","state":"SC","fees":{"hourly":[420,420]},"sourceSentences":{"hourly":"Item 5 - Fees and Compensatiol If a client has not had the brochure document at least 48 hours prior to entering into an investment advisory agreement, “the advisory client has a right to terminate the contract without penalty for five business days after entering into the contract.” The fee charged by The Charles…"},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007653","page":"https://plannerfees.com/planners/the-charles-towne-agency-331489/"},{"crd":164405,"name":"The Clark Group Asset Management","city":"Dana Point","state":"CA","fees":{"flat":[2000,10000]},"sourceSentences":{"flat":"Generally, rates range from $2,000 to $10,000 on a fixed fee basis, based on the scope and complexity of the requested services, as stipulated in the Agreement."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015546","page":"https://plannerfees.com/planners/the-clark-group-asset-management-164405/"},{"crd":108335,"name":"The Coleridge Group LLC","city":"Phoenix","state":"AZ","fees":{"hourly":[250,500],"flat":[4800,4800]},"sourceSentences":{"flat":"Fees for Ongoing Comprehensive Financial Planning Financial Life Planning Singles $4,800 Couples $5,700 The following situation(s) and complexity fees are added in addition to the above fee schedule:","hourly":"Based Financial Planning Project Based Financial Planning engagements are offered at an hourly rate ranging between $250 to $500 per hour, depending on complexity."},"brochureDate":"8/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055611","page":"https://plannerfees.com/planners/the-coleridge-group-llc-108335/"},{"crd":342215,"name":"The Compounding Co","city":"Baldwin","state":"NY","fees":{"flat":[1995,1995],"monthly":[100,150],"quarterly":[300,450]},"sourceSentences":{"flat":"Comprehensive Financial Planning Fee (One-Time) TCC charges a one-time flat fee of $1,995 for its comprehensive financial planning service.","monthly":"Billing Cycle Fixed Fee Monthly $100 – $150 per month Quarterly $300 – $450 per quarter The membership renews automatically on a monthly or quarterly basis, as elected by the client at the time of enrollment, and continues until cancelled by either party.","quarterly":"Billing Cycle Fixed Fee Monthly $100 – $150 per month Quarterly $300 – $450 per quarter The membership renews automatically on a monthly or quarterly basis, as elected by the client at the time of enrollment, and continues until cancelled by either party."},"brochureDate":"5/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043811","page":"https://plannerfees.com/planners/the-compounding-co-342215/"},{"crd":289145,"name":"The Coury Firm","city":"Pittsburgh","state":"PA","fees":{"annual":[30000,30000]},"sourceSentences":{"annual":"The Firm requires a minimum annual fee of $30,000 for investment advisory services and basic wealth planning and coordination services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038527","page":"https://plannerfees.com/planners/the-coury-firm-289145/"},{"crd":317383,"name":"The Dedicated Dollar","city":"Fort Worth","state":"TX","fees":{"hourly":[450,450],"flat":[4500,4500],"monthly":[450,450]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $4,500 and an ongoing fee that is paid monthly, in advance, at the rate of $450 per month.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $4,500 and an ongoing fee that is paid monthly, in advance, at the rate of $450 per month.","hourly":"Financial Planning engagements are offered at an hourly rate of $450 per hour."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015230","page":"https://plannerfees.com/planners/the-dedicated-dollar-317383/"},{"crd":155624,"name":"The Dowling Group Wealth Management","city":"Greenwich","state":"CT","fees":{"flat":[2500,20000]},"sourceSentences":{"flat":"We charge a fixed fee or hourly rate for broad-based financial planning services, which generally ranges between $2,500 and $20,000."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010233","page":"https://plannerfees.com/planners/the-dowling-group-wealth-management-155624/"},{"crd":141102,"name":"The Driscoll Group, Inc.","city":"Jacksonville","state":"FL","fees":{"hourly":[300,500],"flat":[750,10000]},"sourceSentences":{"flat":"Fees for financial planning are negotiable, but will generally range from $750 to $10,000.","hourly":"The Planner(s) hourly rate will range from $300-$500 depending on the expertise and experience of the planner(s) performing the work."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003121","page":"https://plannerfees.com/planners/the-driscoll-group-inc-141102/"},{"crd":168512,"name":"The Elliott 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Jr."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025976","page":"https://plannerfees.com/planners/the-family-financial-group-318908/"},{"crd":284924,"name":"The Fiduciary Alliance","city":"Greenville","state":"SC","fees":{"hourly":[350,350],"flat":[500,40000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $40,000.00.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour and the client will be refunded the difference."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007457","page":"https://plannerfees.com/planners/the-fiduciary-alliance-284924/"},{"crd":127386,"name":"The Financial Advisory Group","city":"York","state":"PA","fees":{"flat":[2000,6000]},"sourceSentences":{"flat":"Cash Flow Plan Retirement Plan Comprehensive Plan $2,000 $4,000 $6,000 If the contract period is less than one year or the plan is a segmented plan, the fee may be lower."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008854","page":"https://plannerfees.com/planners/the-financial-advisory-group-127386/"},{"crd":150371,"name":"The Financial Coaching Group, Inc.","city":"Laguna Hills","state":"CA","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Written financial plan fees range from $200 to $2,000, depending on the complexity of your financial situation."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030798","page":"https://plannerfees.com/planners/the-financial-coaching-group-inc-150371/"},{"crd":169966,"name":"The Financial Group","city":"Diamond 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$250."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055819","page":"https://plannerfees.com/planners/the-financial-grove-llc-328957/"},{"crd":141554,"name":"The Financial Pharmacist, Inc.","city":"Aventura","state":"FL","fees":{"hourly":[100,100],"flat":[750,750]},"sourceSentences":{"flat":"Fees are fixed at $750 per project and $100 per hour for special services, payable by check.","hourly":"Fees are fixed at $750 per project and $100 per hour for special services, payable by check."},"brochureDate":"1/17/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=79025","page":"https://plannerfees.com/planners/the-financial-pharmacist-inc-141554/"},{"crd":159932,"name":"The Financial Planning Answerplace, LLC","city":"Princeton","state":"NJ","fees":{"hourly":[125,350],"flat":[1500,15000]},"sourceSentences":{"flat":"Regi a fi a cial la i g fee a e not negotiable, and generally range from $1,500 to $15,000 on a fixed fee basis, and from $125 to $350 $225 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s).","hourly":"Regi a fi a cial la i g fee a e not negotiable, and generally range from $1,500 to $15,000 on a fixed fee basis, and from $125 to $350 $225 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s)."},"brochureDate":"3/29/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=853924","page":"https://plannerfees.com/planners/the-financial-planning-answerplace-llc-159932/"},{"crd":316747,"name":"The Financial Resource Center","city":"Carmel","state":"IN","fees":{"hourly":[350,400],"quarterly":[1750,3000]},"sourceSentences":{"hourly":"Rate Fixed Rate $350 to $400 per hour $1,750 to $3,000 per quarter The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required.","quarterly":"Rate Fixed Rate $350 to $400 per hour $1,750 to $3,000 per quarter The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057580","page":"https://plannerfees.com/planners/the-financial-resource-center-316747/"},{"crd":340099,"name":"The Financial Sciences Company, LLC","city":"Frisco","state":"TX","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Up to a maximum of $500 per hour, billed in quarter-hour increments."},"brochureDate":"6/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047693","page":"https://plannerfees.com/planners/the-financial-sciences-company-llc-340099/"},{"crd":141355,"name":"The Financial Team, Inc.","city":"Carlsbad","state":"CA","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"For hourly clients, these services are generally offered at an hourly rate of $375."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009780","page":"https://plannerfees.com/planners/the-financial-team-inc-141355/"},{"crd":283857,"name":"The Fintel Group LLC","city":"Montclair","state":"VA","fees":{"hourly":[249,249]},"sourceSentences":{"hourly":"$249 per hour, computed in quarter-hour increments."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018987","page":"https://plannerfees.com/planners/the-fintel-group-llc-283857/"},{"crd":288027,"name":"The Florio Wealth Management Group","city":"Westbury","state":"NY","fees":{"hourly":[200,500],"flat":[2500,50000]},"sourceSentences":{"hourly":"These fees are largely determined by the scope and complexity of the agreed upon services and range from $200 to $500 on an hourly basis and $2,500 to $50,000 on a fixed fee basis.","flat":"These fees are largely determined by the scope and complexity of the agreed upon services and range from $200 to $500 on an hourly basis and $2,500 to $50,000 on a fixed fee 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updates and reviews is generally between $2,100 and $8,000 per year based on net worth, plan complexity and the estimated time spent on the plan.","hourly":"The negotiated hourly fee for these services is between $200 and $350."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010393","page":"https://plannerfees.com/planners/the-foundry-financial-group-inc-116823/"},{"crd":118367,"name":"The Freedom Experience, Inc.","city":"Fletcher","state":"OH","fees":{"annual":[10000,36000]},"sourceSentences":{"annual":"Our standard annual fees vary between a fixed flat rate of $10,000 and $36,000, depending upon the types of assets under management and the specific services provided."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000897","page":"https://plannerfees.com/planners/the-freedom-experience-inc-118367/"},{"crd":330313,"name":"The Freyr Group","city":"Corvallis","state":"OR","fees":{"flat":[2000,4500]},"sourceSentences":{"flat":"Flat fee between $2,000 and $4,500, depending on the complexity of your financial situation."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020999","page":"https://plannerfees.com/planners/the-freyr-group-330313/"},{"crd":114263,"name":"The Gardner Group","city":"Dallas","state":"TX","fees":{"hourly":[150,350],"flat":[1000,10000]},"sourceSentences":{"flat":"Financial plans range from $1,000.00 to $10,000.00.","hourly":"Client may agree to pay an hourly consulting fee in the range of $150.00 - $350.00 per 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WMCS®."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039974","page":"https://plannerfees.com/planners/the-getzen-group-inc-117700/"},{"crd":114796,"name":"The Goff Financial Group","city":"Houston","state":"TX","fees":{"hourly":[300,450]},"sourceSentences":{"hourly":"We then multiply the estimated time by the appropriate hourly rate ($300 to $450) and set a minimum and maximum estimated fee."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034966","page":"https://plannerfees.com/planners/the-goff-financial-group-114796/"},{"crd":306567,"name":"The Goodland Group","city":"Goleta","state":"CA","fees":{"hourly":[250,250],"flat":[1750,2500],"monthly":[375,475]},"sourceSentences":{"flat":"Since fees are paid in arrears, no refund will be needed upon termination of the account. 10 Ongoing Comprehensive Financial 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$300."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015344","page":"https://plannerfees.com/planners/the-green-group-finance-llc-333510/"},{"crd":163931,"name":"The Guardino Financial Group","city":"Milpitas","state":"CA","fees":{"hourly":[175,175],"flat":[1000,15000]},"sourceSentences":{"flat":"Financial planning fees and fees for special investment or financial research projects generally range from $1,000.00 to $15,000.00, depending upon the level and scope of the professional planning and/or consulting services required, and are charged at the rate $175.00 per hour.","hourly":"Financial planning fees and fees for special investment or financial research projects generally range from $1,000.00 to $15,000.00, depending upon the level and scope of the professional planning and/or consulting services required, and are charged at the rate $175.00 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023942","page":"https://plannerfees.com/planners/the-guardino-financial-group-163931/"},{"crd":289331,"name":"The Hajdari Group, LLC","city":"Staten Island","state":"NY","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Hourly fees are $500 per hour, subject to a minimum hour requirement."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022790","page":"https://plannerfees.com/planners/the-hajdari-group-llc-289331/"},{"crd":111349,"name":"The Hatton Financial Group, LLC","city":"Freeport","state":"FL","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"Our current fee for a “comprehensive” financial plan is based on an hourly rate of $125."},"brochureDate":"3/30/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=968010","page":"https://plannerfees.com/planners/the-hatton-financial-group-llc-111349/"},{"crd":147803,"name":"The Helix Financial Group","city":"Carrolltron","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The hourly rate for advisory clients will be $200 per hour but may be negotiated in advance by HELIX and the client."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016881","page":"https://plannerfees.com/planners/the-helix-financial-group-147803/"},{"crd":121514,"name":"The Hendrickson Advisory Group, Inc.","city":"Columbus","state":"OH","fees":{"hourly":[250,250],"flat":[500,2000],"monthly":[250,250]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing (Comprehensive) Financial Planning consists of an upfront charge of between $500.00 - $2,000.00 and an annual fee that is paid monthly, in arrears, at the rate of $250 per month.","monthly":"Ongoing Financial Planning Ongoing (Comprehensive) Financial Planning consists of an upfront charge of between $500.00 - $2,000.00 and an annual fee that is paid monthly, in arrears, at the rate of $250 per month.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008442","page":"https://plannerfees.com/planners/the-hendrickson-advisory-group-inc-121514/"},{"crd":139464,"name":"The Hoerner Planning Group, LLC","city":"Middleburg","state":"VA","fees":{"flat":[10000,150000]},"sourceSentences":{"flat":"Our financial planning and consulting fees are negotiable, but generally range from $10,000 to $150,000 on a fixed fee basis depending upon the level and scope of the services and the HPG professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026577","page":"https://plannerfees.com/planners/the-hoerner-planning-group-llc-139464/"},{"crd":321135,"name":"The Horst Group, LLC","city":"Denver","state":"CO","fees":{"flat":[2500,2500],"quarterly":[3250,13000]},"sourceSentences":{"flat":"The Financial Checkup service is a fixed fee in the amount of $2,500, paid in advance.","quarterly":"Client has total AUA of $2,100,000 and would have an annual AUA fee of $13,000, or $3,250 per quarter."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038681","page":"https://plannerfees.com/planners/the-horst-group-llc-321135/"},{"crd":330489,"name":"The Hourly Advisor LLC","city":"Charlotte","state":"NC","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial Planning We charge an hourly fee of $300."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042334","page":"https://plannerfees.com/planners/the-hourly-advisor-llc-330489/"},{"crd":333122,"name":"The Inspired Network Wealth Advisory","city":"Highlands","state":"NJ","fees":{"hourly":[250,250],"flat":[150,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $150 and $10,000. 4 Hourly Fees The negotiated hourly fee for these services is $250.","hourly":"The negotiated fixed rate for creating client financial plans is between $150 and $10,000. 4 Hourly Fees The negotiated hourly fee for these services is $250."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021499","page":"https://plannerfees.com/planners/the-inspired-network-wealth-advisory-333122/"},{"crd":340895,"name":"The Investment Advisory Office of Christopher Mikes, P.A.","city":"Bonita Springs","state":"FL","fees":{"hourly":[395,395],"flat":[395,5000],"annual":[2000,5000]},"sourceSentences":{"annual":"Ongoing Comprehensive Financial Planning CMIA charges a recurring fixed annual fee for Ongoing Financial Planning, ranging from $2,000 to $5,000.","flat":"Fixed fee rates range between $395 to $5,000.","hourly":"Our hourly rate is $395."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044248","page":"https://plannerfees.com/planners/the-investment-advisory-office-of-christopher-mikes-p-a-340895/"},{"crd":171533,"name":"The Investment Connection LLC","city":"Bridgewater","state":"NJ","fees":{"flat":[1000,3000],"monthly":[200,200],"annual":[2800,2800]},"sourceSentences":{"monthly":"Only Monthly Fee = $200 Initial Set-up Fee = $600 Fixed fees are billed monthly to a credit card or bank ACH through industry compliant payment processor AdvicePay.","annual":"A fixed annual fee of $2800 paid in year 1 with $600 due upfront and the remainder paid in monthly installments.","flat":"The fee ranges from $100 to $10,000; however, the fee for most project-based financial planning services will range from $1,000 - $3,000."},"brochureDate":"3/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019078","page":"https://plannerfees.com/planners/the-investment-connection-llc-171533/"},{"crd":172730,"name":"The Ivy League Advisory Group, LLC","city":"San Tan Valley","state":"AZ","fees":{"hourly":[300,300],"annual":[7200,7200]},"sourceSentences":{"annual":"Concierge Income Plan Services are offered for an annual fee of $7,200 charged in monthly increments of $600.","hourly":"Fees will be based on the hourly fee of $300 per hour and charged in increments of one tenth (1/10) of one hour."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053252","page":"https://plannerfees.com/planners/the-ivy-league-advisory-group-llc-172730/"},{"crd":139136,"name":"The Jacobs Financial Group","city":"Montgomery","state":"TX","fees":{"flat":[700,2500]},"sourceSentences":{"flat":"Written financial plan fees range from $700 to $2,500, depending on the complexity of your financial situation."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027802","page":"https://plannerfees.com/planners/the-jacobs-financial-group-139136/"},{"crd":167347,"name":"The JM Financial Planning Group, LTD.","city":"Mundelein","state":"IL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Hourly rates are $200 per hour for meeting and preparation time."},"brochureDate":"5/31/2013","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=199454","page":"https://plannerfees.com/planners/the-jm-financial-planning-group-ltd-167347/"},{"crd":150314,"name":"The Jones Stewardship Group, LLC","city":"Elk Grove","state":"CA","fees":{"flat":[200,2000]},"sourceSentences":{"flat":"Written financial planning fees range from $200 to $2,000, depending on the complexity of your financial situation."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=787180","page":"https://plannerfees.com/planners/the-jones-stewardship-group-llc-150314/"},{"crd":152275,"name":"The Journeys Group, Inc.","city":"Winterville","state":"NC","fees":{"quarterly":[250,250]},"sourceSentences":{"quarterly":"Clients whose accounts are less than $100,000 in assets under management are charged a fixed quarterly fee of $250 until the client attains $100,000."},"brochureDate":"3/14/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=952714","page":"https://plannerfees.com/planners/the-journeys-group-inc-152275/"},{"crd":119088,"name":"The Just Company","city":"Indianapolis","state":"IN","fees":{"flat":[750,10000]},"sourceSentences":{"flat":"Fees are disclosed in the Financial Planning Agreement and typically range between $750 and $10,000 but may be higher in certain instances. 2.) The Client’s Financial Plan will be updated each year for an ongoing fee."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=906233","page":"https://plannerfees.com/planners/the-just-company-119088/"},{"crd":109578,"name":"The Karras Company, Inc.","city":"Roy","state":"UT","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"For hourly arrangements, our standard rate is $250 per hour."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011377","page":"https://plannerfees.com/planners/the-karras-company-inc-109578/"},{"crd":310140,"name":"The Kelly Group","city":"Bel Air","state":"MD","fees":{"flat":[1500,3500],"quarterly":[550,550]},"sourceSentences":{"flat":"The financial planning fee is charged on a fixed fee basis. 1 Generally, the flat fee ranges from $1,500 to $3,500 but, depending on complexity, can be as much as $10,000 or more.","quarterly":"Fees are billed quarterly in advance and subject to a minimum quarterly fee of $550."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033772","page":"https://plannerfees.com/planners/the-kelly-group-310140/"},{"crd":168760,"name":"The Keystone Financial Alliance, LLC","city":"Atlanta","state":"GA","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"Our flat fees generally range from $2,500 to $10,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033589","page":"https://plannerfees.com/planners/the-keystone-financial-alliance-llc-168760/"},{"crd":124779,"name":"The Knowles Company, LLC","city":"Oakton","state":"VA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Billed at $300 per hour, depending on complexity and expertise required."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056716","page":"https://plannerfees.com/planners/the-knowles-company-llc-124779/"},{"crd":114591,"name":"The Legacy Collaborative, Inc.","city":"San Antonio","state":"TX","fees":{"hourly":[500,1000]},"sourceSentences":{"hourly":"Hourly rates range between $500 - $1,000; the firm will bill for hourly services as they occur."},"brochureDate":"7/23/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=920130","page":"https://plannerfees.com/planners/the-legacy-collaborative-inc-114591/"},{"crd":332978,"name":"The Life Wealth Group","city":"Winter Garden","state":"FL","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"We may on occasion agree to do specialized projects for a Client at an hourly rate of $350 per hour which will be memorialized in your Financial Planning Agreement with us."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034073","page":"https://plannerfees.com/planners/the-life-wealth-group-332978/"},{"crd":175502,"name":"The Main Street Group","city":"Glen Allen","state":"VA","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Fixed fees generally range from $500 to $5,000."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045547","page":"https://plannerfees.com/planners/the-main-street-group-175502/"},{"crd":299404,"name":"The Menard Financial Group, LLC","city":"Houston","state":"TX","fees":{"hourly":[400,400],"flat":[600,15000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $400.","flat":"Generally, flat fees range from $600 to $15,000."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058663","page":"https://plannerfees.com/planners/the-menard-financial-group-llc-299404/"},{"crd":340171,"name":"The Money and Values Group","city":"Prescott","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"FINANCIAL CONSULTING MVG charges an hourly fee of $250 per hour for financial consultation services."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042346","page":"https://plannerfees.com/planners/the-money-and-values-group-340171/"},{"crd":126576,"name":"The Monitor Group, Inc.","city":"Martinez","state":"GA","fees":{"quarterly":[150,7500]},"sourceSentences":{"quarterly":"Fees range from $150 to $7,500 quarterly."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022306","page":"https://plannerfees.com/planners/the-monitor-group-inc-126576/"},{"crd":140782,"name":"The Montgomery Financial Group, Inc.","city":"Orleans","state":"MA","fees":{"hourly":[200,200],"flat":[650,2500]},"sourceSentences":{"hourly":"Financial Planning and Investment Consultations Hourly fees for financial planning and investment consulting services are typically $200 per hour, billed in 15-minute increments; with a partial increment treated as a whole increment.","flat":"Estimated fees for a written financial plan range from $650 to $2,500."},"brochureDate":"3/31/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=968318","page":"https://plannerfees.com/planners/the-montgomery-financial-group-inc-140782/"},{"crd":109816,"name":"The Mosaic Financial Group, LLC","city":"Chicago","state":"IL","fees":{"hourly":[150,450],"flat":[1250,10000]},"sourceSentences":{"flat":"On the 31st day after receiving the letter of termination this agreement will be terminated. 9|Page Financial Planning Fee We charge a fixed one-time fee typically ranging from $1,250-$10,000 depending on the scope and complexity of the client’s circumstances.","hourly":"On an hourly basis of $150-$450 per hour depending on the nature of the service and the personnel involved."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026374","page":"https://plannerfees.com/planners/the-mosaic-financial-group-llc-109816/"},{"crd":125763,"name":"The Mustico Financial Group, Inc.","city":"Elmira","state":"NY","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $250 per 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services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028453","page":"https://plannerfees.com/planners/the-nlw-capital-group-llc-313391/"},{"crd":323952,"name":"The Other 90 Financial, LLC","city":"Mount Vernon","state":"IN","fees":{"hourly":[350,350],"flat":[3600,3600],"monthly":[100,3000]},"sourceSentences":{"flat":"The annualized fee for this service is a flat fee ranging from $3,600 - 9,500, paid in advance.","monthly":"Fees are paid monthly in advance at a rate of $100 - $3,000 per month.","hourly":"Our hourly rate is $350 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035819","page":"https://plannerfees.com/planners/the-other-90-financial-llc-323952/"},{"crd":104557,"name":"The Pacific Center for Financial 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fixed fee ranging from $1500 - $5000 or may be charged on an hourly basis generally at $100 - $300 per hour, depending on the type and complexity of services to be provided.","hourly":"Clients are typically charged a fixed fee ranging from $1500 - $5000 or may be charged on an hourly basis generally at $100 - $300 per hour, depending on the type and complexity of services to be provided."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020063","page":"https://plannerfees.com/planners/the-pension-group-293819/"},{"crd":175294,"name":"The Perspective Group","city":"Lawrence","state":"KS","fees":{"hourly":[250,325],"annual":[5000,5000]},"sourceSentences":{"hourly":"Fees for Advisory Services Wealth Management Services Advanced Planning $325/hour for lead CFP® Professionals $250/hour for CFP® Professionals and CPA Professionals $175/hour for analysis and or administrative work by professional team 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Planner's Edge LLC","city":"Mercer Island","state":"WA","fees":{"hourly":[300,300],"flat":[1500,50000]},"sourceSentences":{"hourly":"Our hourly rate is $300, and our flat fees typically range from $1,500 to $50,000 or more, depending on the scope, complexity, and number of components of The Serious Money Approach™ the client desires.","flat":"Our hourly rate is $300, and our flat fees typically range from $1,500 to $50,000 or more, depending on the scope, complexity, and number of components of The Serious Money Approach™ the client desires."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011938","page":"https://plannerfees.com/planners/the-planner-s-edge-llc-114616/"},{"crd":326556,"name":"The Planners Inc.","city":"Fort Collins","state":"CO","fees":{"hourly":[200,200],"flat":[1320,6000],"monthly":[55,500],"quarterly":[165,1500]},"sourceSentences":{"flat":"One-time financial plans and consulting are provided for a negotiable fixed fee, typically ranging from $1,320 to $6,000, paid in advance at execution of the financial planning agreement.","monthly":"Ongoing financial planning includes a one-time setup fee of $750, paid at execution, plus a monthly fee typically ranging from $55 to $500 (or a quarterly fee ranging from $165 to $1,500), billed monthly in advance, based on the scope and complexity of the engagement.","quarterly":"Ongoing financial planning includes a one-time setup fee of $750, paid at execution, plus a monthly fee typically ranging from $55 to $500 (or a quarterly fee ranging from $165 to $1,500), billed monthly in advance, based on the scope and complexity of the engagement.","hourly":"Following termination of a portfolio management or financial planning agreement, if a former client asks TPI to perform administrative tasks related to the terminated services and TPI agrees, TPI charges $200 per hour, billed in 0.1hour increments with a minimum of 0.5 hours, 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financial plans is between $500 and $25,000.","hourly":"The negotiated hourly fee for these services is between $100 and $500. 7 Clients may terminate the agreement without penalty, for full refund of TPG’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024642","page":"https://plannerfees.com/planners/the-planning-group-298496/"},{"crd":130601,"name":"The Practical Planner","city":"Groton","state":"MA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees for our planning services are based on an hourly rate of $200.00 per hour, due at time the service is completed."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012435","page":"https://plannerfees.com/planners/the-practical-planner-130601/"},{"crd":286419,"name":"The Professional Financial Company LLC","city":"Orem","state":"UT","fees":{"flat":[500,25000]},"sourceSentences":{"flat":"The flat fee for financial planning services ranges from $500 to $25,000 depending on the complexity of client situation."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024726","page":"https://plannerfees.com/planners/the-professional-financial-company-llc-286419/"},{"crd":124957,"name":"The Prosperity People","city":"Bellevue","state":"KY","fees":{"flat":[300,15000]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $300 to $15,000 depending on the specific arrangement reached with the client."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005715","page":"https://plannerfees.com/planners/the-prosperity-people-124957/"},{"crd":285028,"name":"The Prudent Planner, LLC","city":"Salt Lake City","state":"UT","fees":{"flat":[1500,3000]},"sourceSentences":{"flat":"This service is done on a fixed fee basis, ranging from $1,500 to $3,000 per plan."},"brochureDate":"3/17/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=953937","page":"https://plannerfees.com/planners/the-prudent-planner-llc-285028/"},{"crd":111639,"name":"The Putney Financial Group LLC","city":"San Rafael","state":"CA","fees":{"hourly":[125,1000]},"sourceSentences":{"hourly":"Principal Senior Advisor $1,000 per hour $550 per hour Page 7 of 24 Advisor Administrative Staff $275 per hour $125 per hour Additionally, a $5,000 retainer is required to engage 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Brown Advisory Group, LLC","city":"Pleasanton","state":"CA","fees":{"quarterly":[250,250]},"sourceSentences":{"quarterly":"We generally charge a minimum fee of $250.00 per quarter, but we can waive or reduce this minimum at our discretion."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036432","page":"https://plannerfees.com/planners/the-r-l-brown-advisory-group-llc-145880/"},{"crd":324130,"name":"The Real Estate Whisperer(r)","city":"Monument","state":"CO","fees":{"hourly":[475,475],"flat":[7500,12500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $475 per hour.","flat":"Services are offered based on a flat fee between $7,500 and 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participating in the Data Verification Meeting (Meeting 4) and/or the Real Wealth Plan Presentation (Meeting 5), a non-refundable planning fee of $5,000 shall be considered fully earned by TRWC."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017666","page":"https://plannerfees.com/planners/the-real-wealth-coterie-330683/"},{"crd":322356,"name":"The Renaissance Group","city":"Ventura","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"An hourly fee of $250 is charged by The Renaissance Group for financial planning services under this arrangement."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000989","page":"https://plannerfees.com/planners/the-renaissance-group-322356/"},{"crd":152870,"name":"The Retirement Planners, USA, 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ongoing financial advice based on complexity and unique Client needs."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047348","page":"https://plannerfees.com/planners/the-retirement-solutions-group-299396/"},{"crd":173810,"name":"The Retirement Specialist of Central Ohio","city":"Newark","state":"OH","fees":{"hourly":[200,200],"flat":[500,3500],"monthly":[94,94]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $3,500.00.","hourly":"This refund is determined by the amount of time worked multiplied by $200.00 per hour.","monthly":"The fee for the software platform is $94.00 per month."},"brochureDate":"9/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057239","page":"https://plannerfees.com/planners/the-retirement-specialist-of-central-ohio-173810/"},{"crd":135701,"name":"The Rice Partnership, 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agreement."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=938658","page":"https://plannerfees.com/planners/the-road-ahead-wealth-management-llc-327403/"},{"crd":134156,"name":"The Seb Group, Inc.","city":"Philadelphia","state":"PA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"FINANCIAL PLANNING/CONSULTING Financial Planning and Consulting Services fees will be charged on an hourly basis at $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031551","page":"https://plannerfees.com/planners/the-seb-group-inc-134156/"},{"crd":119864,"name":"The Sherrington Group","city":"Columbus","state":"OH","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The initial billing will be based on $200.00 per hour, billed as a 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$5,000+…"},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047429","page":"https://plannerfees.com/planners/third-eye-associates-ltd-149627/"},{"crd":339326,"name":"Thirteen Twenty-Two Advisors","city":"Fort Worth","state":"TX","fees":{"hourly":[225,350],"flat":[500,50000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $50,000.","hourly":"The hourly fee for these services is between $225 and $350."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052288","page":"https://plannerfees.com/planners/thirteen-twenty-two-advisors-339326/"},{"crd":334724,"name":"Thistle Wealth","city":"Corvallis","state":"OR","fees":{"hourly":[390,390],"flat":[5850,5850]},"sourceSentences":{"flat":"Our fixed fee is $5,850.​ ​Our hourly rate is $390.​ ​ alf of the fee will be 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engagement."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014161","page":"https://plannerfees.com/planners/thome-financial-129190/"},{"crd":151363,"name":"Thompson Creek Wealth Advisors","city":"Baton Rouge","state":"LA","fees":{"annual":[9000,9000]},"sourceSentences":{"annual":"Thompson Creek’s minimum retainer fee is $9,000 per year."},"brochureDate":"4/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041249","page":"https://plannerfees.com/planners/thompson-creek-wealth-advisors-151363/"},{"crd":282915,"name":"Thompson Financial LLC","city":"Kenmore","state":"WA","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"Our maximum hourly rate is $225 per 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$2,500."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025388","page":"https://plannerfees.com/planners/thompson-private-wealth-172142/"},{"crd":164425,"name":"Thoreson Steffes","city":"Fargo","state":"ND","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisors’ hourly rate will be $250, though it can be negotiated beforehand."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032115","page":"https://plannerfees.com/planners/thoreson-steffes-164425/"},{"crd":171525,"name":"Thoughtful Financial Planning, LLC","city":"Minneapolis","state":"MN","fees":{"hourly":[425,425],"flat":[850,850]},"sourceSentences":{"hourly":"PROJECT-BASED PLANNING FEES One-time consulting services are offered based on an hourly fee of $425 per hour (called Thoughtful Hours) or based on a negotiable flat fee (called Thoughtful Steps).","flat":"A flat fee of $850 Tier 2:"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039388","page":"https://plannerfees.com/planners/thoughtful-financial-planning-llc-171525/"},{"crd":340039,"name":"Thoughtful Wealth Advisory LLC","city":"Abiquiu","state":"NM","fees":{"hourly":[150,150],"flat":[295,295]},"sourceSentences":{"flat":"Prior to the planning process the Client will be provided an estimated plan fee.   RETIREMENT PROJECTION FEES Financial Planning Services are offered based on a flat fee of $295.","hourly":"INDIVIDUAL TOPIC FEES Financial Planning Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"9/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057518","page":"https://plannerfees.com/planners/thoughtful-wealth-advisory-llc-340039/"},{"crd":298906,"name":"Thousand Wealth Management","city":"Chesterfield","state":"MO","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"TWM’s fee for its stand-alone financial planning service is a flat fee of $2,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024738","page":"https://plannerfees.com/planners/thousand-wealth-management-298906/"},{"crd":108917,"name":"Threadline Wealth","city":"Bellevue","state":"WA","fees":{"flat":[3500,30000]},"sourceSentences":{"flat":"Financial planning fees generally range from approximately $3,500 to $30,000 or more depending on the complexity of the engagement, the level of ongoing services requested, and the client’s financial circumstances."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046533","page":"https://plannerfees.com/planners/threadline-wealth-108917/"},{"crd":159736,"name":"Three Bell 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$50,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034052","page":"https://plannerfees.com/planners/three-bridge-wealth-advisors-150460/"},{"crd":114471,"name":"Three Magnolias Financial Advisors","city":"Winston Salem","state":"NC","fees":{"hourly":[150,150],"annual":[1000,1000]},"sourceSentences":{"hourly":"Financial Planning is normally performed on an hourly basis, at the rate of $150 per hour.","annual":"Minimum annual fees of $1,000 may apply."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030838","page":"https://plannerfees.com/planners/three-magnolias-financial-advisors-114471/"},{"crd":171082,"name":"Three Oaks Wealth","city":"Gold River","state":"CA","fees":{"hourly":[150,500],"flat":[500,25000],"annual":[5000,45000]},"sourceSentences":{"annual":"Fees for financial planning services depend on the complexity of the client’s situation and typically range from $5,000 to $45,000 per year.","hourly":"Alternatively, clients seeking hourly project work are billed at the rate of $150 - $500 per hour, depending on the level & scope of work, and professional rendering the services.","flat":"One-time projects are assessed a flat fee, varying from $500 - $25,000, or billed at an hourly rate of $250."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056668","page":"https://plannerfees.com/planners/three-oaks-wealth-171082/"},{"crd":312566,"name":"Three Waters Financial","city":"Ignacio","state":"CO","fees":{"hourly":[165,165]},"sourceSentences":{"hourly":"Hourly fees are commensurate with complexity of advice involved, beginning at $165 per hour."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004397","page":"https://plannerfees.com/planners/three-waters-financial-312566/"},{"crd":337749,"name":"Threshold Compass Strategies, Inc.","city":"Sheboygan","state":"WI","fees":{"hourly":[300,500],"flat":[1800,4500],"annual":[300,2000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $300 per hour to $500 per hour.","flat":"Services are offered based on a flat fee $1,800 - $4,500.","annual":"ONGOING FEES Ongoing financial planning services are offered for a flat fee of $300 - $2,000 per year."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013985","page":"https://plannerfees.com/planners/threshold-compass-strategies-inc-337749/"},{"crd":340602,"name":"Threshold Wealth Advisors LLC","city":"Glenview","state":"IL","fees":{"flat":[1000,25000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $25,000."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054831","page":"https://plannerfees.com/planners/threshold-wealth-advisors-llc-340602/"},{"crd":292418,"name":"Thrifty Scotty Financial, LLC","city":"Round Rock","state":"TX","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Financial Planning fee is an hourly rate between $150 and $250 per hour, depending on complexity."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016375","page":"https://plannerfees.com/planners/thrifty-scotty-financial-llc-292418/"},{"crd":281347,"name":"Thrive Capital Management, LLC","city":"Fort Washington","state":"PA","fees":{"hourly":[350,500],"annual":[2000,2000]},"sourceSentences":{"annual":"The Firm charges a minimum annual fee of $2,000 per household.","hourly":"Financial Planning and Consulting Thrive charges financial planning and consulting fees on an hourly basis at a rate of $350 - $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030821","page":"https://plannerfees.com/planners/thrive-capital-management-llc-281347/"},{"crd":321608,"name":"Thrive Investments, LLC","city":"Wellesley","state":"MA","fees":{"flat":[500,500]},"sourceSentences":{"flat":"4 A one-time up-front fee of $500 will be charged when the client registers for the financial planning service."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049350","page":"https://plannerfees.com/planners/thrive-investments-llc-321608/"},{"crd":314414,"name":"Thrive Portfolios","city":"San Diego","state":"CA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"AND CONSULTING Thrive charges an hourly fee of $150 per hour for financial planning."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032610","page":"https://plannerfees.com/planners/thrive-portfolios-314414/"},{"crd":310289,"name":"Thrive Retirement Specialists","city":"Royal Oak","state":"MI","fees":{"quarterly":[3000,3000]},"sourceSentences":{"quarterly":"ThriveRetire™ Planning and Investment Management This combined service is available for an ongoing flat fee paid quarterly, in advance, at $3,000 per quarter."},"brochureDate":"3/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023164","page":"https://plannerfees.com/planners/thrive-retirement-specialists-310289/"},{"crd":168777,"name":"Thrive Wealth Management, LLC","city":"Audubon","state":"PA","fees":{"hourly":[200,500],"flat":[1000,100000]},"sourceSentences":{"flat":"AND CONSULTING SERVICES (STAND-ALONE) Thrive’s financial planning and consulting fees are negotiable but can range from $1,000 to $100,000 on a fixed fee basis depending upon the scope and complexity of the services or range from $200 to $500 per hour if engaged on an hourly rate basis.","hourly":"AND CONSULTING SERVICES (STAND-ALONE) Thrive’s financial planning and consulting fees are negotiable but can range from $1,000 to $100,000 on a fixed fee basis depending upon the scope and complexity of the services or range from $200 to $500 per hour if engaged on an hourly rate basis."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015972","page":"https://plannerfees.com/planners/thrive-wealth-management-llc-168777/"},{"crd":338918,"name":"Thrivealike LLC","city":"Monroe","state":"CT","fees":{"flat":[100,15000],"monthly":[100,500]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Agreement generally upon 30 days’ written notice. 6 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $100 and $15,000.","monthly":"The negotiated fixed rate for financial planning subscription fees is $100 per month for Goal-Based, $200 per month for Wealth Accumulator, and $500 per month for Advanced Planning."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008650","page":"https://plannerfees.com/planners/thrivealike-llc-338918/"},{"crd":334589,"name":"Throckmorton Advisors, LLC","city":"Marietta","state":"GA","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"6 The negotiated hourly fee for these services is between $150 and $300."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016463","page":"https://plannerfees.com/planners/throckmorton-advisors-llc-334589/"},{"crd":343344,"name":"Throughline Financial Planning","city":"Downingtown","state":"PA","fees":{"hourly":[250,250],"flat":[1000,10000],"annual":[2500,75000]},"sourceSentences":{"annual":"We charge an annual fee of $2,500 to $75,000 paid quarterly in advance.","flat":"Fixed fee rates range between $1,000 to $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"10/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060025","page":"https://plannerfees.com/planners/throughline-financial-planning-343344/"},{"crd":175429,"name":"Thunderbird Financial Coaching","city":"Sylvania","state":"OH","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Material Changes Since the last update, we have raised our hourly rate to $150.00."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019155","page":"https://plannerfees.com/planners/thunderbird-financial-coaching-175429/"},{"crd":311400,"name":"Thureos Asset Management LLC","city":"Miami","state":"FL","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING TAM charges an hourly fee of $200 per hour for financial planning."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=939392","page":"https://plannerfees.com/planners/thureos-asset-management-llc-311400/"},{"crd":332422,"name":"Tidecrest Wealth Management, LLC","city":"Newport Beach","state":"CA","fees":{"flat":[300,300]},"sourceSentences":{"flat":"Financial Planning and Consulting Services Financial planning services are provided for either an agreed upon fixed or hourly rate, ranging from $2,500 to 10,000 for fixed fees and $300 to 500 per hour for hourly charges."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014429","page":"https://plannerfees.com/planners/tidecrest-wealth-management-llc-332422/"},{"crd":121028,"name":"Tidmore Retirement Planning Specialists","city":"Beachwood","state":"OH","fees":{"annual":[1000,1000]},"sourceSentences":{"annual":"Clients with assets between $50,000 and $99,999.99 shall be charged our minimum annual fee of $1,000."},"brochureDate":"9/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058490","page":"https://plannerfees.com/planners/tidmore-retirement-planning-specialists-121028/"},{"crd":128873,"name":"Tiedemann & Associates Investment Advisors, Inc.","city":"Weston","state":"MA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The applicant may also provide consulting services for an agreed upon fee based upon an hourly rate of $300 per hour."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052334","page":"https://plannerfees.com/planners/tiedemann-associates-investment-advisors-inc-128873/"},{"crd":322893,"name":"Tier One Wealth Management","city":"Lone Tree","state":"CO","fees":{"hourly":[300,300],"flat":[1000,7500]},"sourceSentences":{"flat":"Financial Planning fees are fixed fees and range from $1,000 to $7,500.","hourly":"The hourly rate used for this purpose is $300/hour."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022570","page":"https://plannerfees.com/planners/tier-one-wealth-management-322893/"},{"crd":332000,"name":"Tierone Capital, LLC","city":"Charlotte","state":"NC","fees":{"hourly":[500,500],"flat":[3000,12000]},"sourceSentences":{"flat":"The fixed fee will be between $3,000 and $12,000.00, per plan.","hourly":"Fees will not exceed $500.00 per hour and are dependent upon the complexity of the engagement and the client’s needs."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020075","page":"https://plannerfees.com/planners/tierone-capital-llc-332000/"},{"crd":337574,"name":"Tilghman Wealth Management, LLC","city":"Arnold","state":"MD","fees":{"hourly":[185,185]},"sourceSentences":{"hourly":"Our current hourly rate is $185, which may be subject to negotiation."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027689","page":"https://plannerfees.com/planners/tilghman-wealth-management-llc-337574/"},{"crd":157852,"name":"Tilia Fiduciary Partners, 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Inc.","city":"Raleigh","state":"NC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Subsequent meetings that take place within one year of the first meeting are at our hourly rate, currently $250."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035610","page":"https://plannerfees.com/planners/tilly-inc-300631/"},{"crd":110890,"name":"Tilson Financial Group Inc","city":"New Providence","state":"NJ","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"The fixed fee for financial planning is based upon a $350 hourly rate for the lead advisor and a $250 hourly rate for the para-planner."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056375","page":"https://plannerfees.com/planners/tilson-financial-group-inc-110890/"},{"crd":131084,"name":"Timbuktu Capital Management, LLC","city":"Boston","state":"MA","fees":{"hourly":[250,385],"flat":[1850,7850]},"sourceSentences":{"flat":"Our fees for written financial plans are assessed at one-time fixed fees of $1,850 to $7,850.","hourly":"Our fees for financial planning consultations regarding modular topics are assessed at rates of $250 to $385 per hour (min. 1 hour)."},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030375","page":"https://plannerfees.com/planners/timbuktu-capital-management-llc-131084/"},{"crd":334731,"name":"Time Investment Advisers","city":"Westfield","state":"NJ","fees":{"flat":[100,300]},"sourceSentences":{"flat":"We charge an hourly fee of $100-$300 for financial planning and consulting."},"brochureDate":"2/28/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=947075","page":"https://plannerfees.com/planners/time-investment-advisers-334731/"},{"crd":339525,"name":"Timeless Wealth","city":"Phoenixville","state":"PA","fees":{"hourly":[250,250],"flat":[500,15000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $15,000.","hourly":"Our hourly rate is $250. 8 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043291","page":"https://plannerfees.com/planners/timeless-wealth-339525/"},{"crd":299128,"name":"Timeless Wealth Management","city":"Raleigh","state":"NC","fees":{"hourly":[175,175],"flat":[125,550]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $175 per hour.","flat":"Services are offered based on a flat fee between $125 and $550."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006230","page":"https://plannerfees.com/planners/timeless-wealth-management-299128/"},{"crd":287945,"name":"Timothy Charles Financial, LLC","city":"Lynnfield","state":"MA","fees":{"flat":[1500,15000]},"sourceSentences":{"flat":"Fixed fees range from $1,500 to $15,000 per engagement."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006710","page":"https://plannerfees.com/planners/timothy-charles-financial-llc-287945/"},{"crd":123037,"name":"Timothy Financial Counsel, Inc.","city":"Wheaton","state":"IL","fees":{"hourly":[375,375]},"sourceSentences":{"hourly":"As of January 1, 2025, our regular hourly rate is $375 per hour for Level 1-4 clients."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007507","page":"https://plannerfees.com/planners/timothy-financial-counsel-inc-123037/"},{"crd":328166,"name":"Timpanogos Financial Advisors, Inc.","city":"Orem","state":"UT","fees":{"hourly":[275,275]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $275 per hour."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007760","page":"https://plannerfees.com/planners/timpanogos-financial-advisors-inc-328166/"},{"crd":309650,"name":"Tines Capital, LLC","city":"Tulsa","state":"OK","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Clients may engage the firm for additional meetings at a rate of $100 per hour. 9 Financial Planning Fee Financial Planning engagements are offered at a rate of $300 per year."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018916","page":"https://plannerfees.com/planners/tines-capital-llc-309650/"},{"crd":340051,"name":"Titan Wealth Management","city":"Cincinnati","state":"OH","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $5,000."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001241","page":"https://plannerfees.com/planners/titan-wealth-management-340051/"},{"crd":153943,"name":"Titanium Advisors, LLC","city":"Franklin","state":"MA","fees":{"hourly":[300,300],"flat":[3000,5000],"quarterly":[2500,7500]},"sourceSentences":{"flat":"The Advisor provides one‐time financial planning services on a fixed fee arrangement that usually costs from $3,000 to $5,000.","quarterly":"The Advisor also provides ongoing financial planning services on a fixed fee basis that usually costs between $2,500 and $7,500 per quarter.","hourly":"In such cases, the fee will be assessed at a rate of $300 per hour, billed in six‐minute increments, and a partial increment will be treated as a whole."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008295","page":"https://plannerfees.com/planners/titanium-advisors-llc-153943/"},{"crd":324598,"name":"Titanrex","city":"Arlington","state":"VA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"In some instances, complex financial plans will be billed an additional $250/hour, in addition to the $1,000 fee."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024809","page":"https://plannerfees.com/planners/titanrex-324598/"},{"crd":339410,"name":"Tiverton Wealth","city":"The Woodlands","state":"TX","fees":{"flat":[500,10000],"monthly":[0,1250],"annual":[0,15000]},"sourceSentences":{"flat":"The fee for the Initial Planning Engagement is a flat fee ranging from $500 to $10,000.","monthly":"Ongoing Subscription Fee Upon completion of the Initial Planning Engagement, or at the commencement of the relationship where the Initial Planning Engagement fee has been waived, and where the Client executes a new advisory agreement for ongoing services, the fee for the Ongoing Subscription is a flat monthly fee…","annual":"Ongoing Subscription Fee Upon completion of the Initial Planning Engagement, or at the commencement of the relationship where the Initial Planning Engagement fee has been waived, and where the Client executes a new advisory agreement for ongoing services, the fee for the Ongoing Subscription is a flat monthly fee…"},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056986","page":"https://plannerfees.com/planners/tiverton-wealth-339410/"},{"crd":282938,"name":"TJW Fiduciary Plan Consultants, LLC","city":"Little Silver","state":"NJ","fees":{"hourly":[135,135],"flat":[500,1000]},"sourceSentences":{"flat":"FINANCIAL PLANNING and CONSULTING TJW charges either a fixed fee ranging from $500 to $1,000 or an hourly fee of $135, for financial planning for individuals according to the degree of complexity associated with the client’s situation.","hourly":"FINANCIAL PLANNING and CONSULTING TJW charges either a fixed fee ranging from $500 to $1,000 or an hourly fee of $135, for financial planning for individuals according to the degree of complexity associated with the client’s situation."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011942","page":"https://plannerfees.com/planners/tjw-fiduciary-plan-consultants-llc-282938/"},{"crd":324156,"name":"TKG Wealth Advisers LLC","city":"Cranford","state":"NJ","fees":{"hourly":[150,500],"flat":[1200,10000]},"sourceSentences":{"flat":"The fee for financial planning and consulting services will be charged as a fixed fee, typically ranging from $1,200 to $10,000, or on an hourly basis, ranging from $150 to $500 per hour, depending on the complexity of each client’s circumstances.","hourly":"The fee for financial planning and consulting services will be charged as a fixed fee, typically ranging from $1,200 to $10,000, or on an hourly basis, ranging from $150 to $500 per hour, depending on the complexity of each client’s circumstances."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055946","page":"https://plannerfees.com/planners/tkg-wealth-advisers-llc-324156/"},{"crd":158305,"name":"TLWM Financial","city":"San Antonio","state":"TX","fees":{"hourly":[600,600],"flat":[500,500],"monthly":[100,100]},"sourceSentences":{"hourly":"Our hourly fees are $600.","monthly":"Fees for this service will not exceed $100 per month and will be detailed in the executed agreement.","flat":"We generally charge a minimum fee of $500 for written financial plans."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024891","page":"https://plannerfees.com/planners/tlwm-financial-158305/"},{"crd":329527,"name":"TMT Investment Adviser","city":"Loveland","state":"OH","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Services are offered to all Clients at an hourly rate of $200, with $500 as a minimum fee."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=958783","page":"https://plannerfees.com/planners/tmt-investment-adviser-329527/"},{"crd":291594,"name":"To Wealth, LLC","city":"Boulder","state":"CO","fees":{"quarterly":[2500,2500]},"sourceSentences":{"quarterly":"TO Wealth has a minimum fee of $2,500 per quarter for new clients."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025255","page":"https://plannerfees.com/planners/to-wealth-llc-291594/"},{"crd":323181,"name":"Toba Financial","city":"Kaneohe","state":"HI","fees":{"flat":[100,5000]},"sourceSentences":{"flat":"Fixed fee rates range between $100 to $5,000 and are paid in arrears in equal monthly installments."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018384","page":"https://plannerfees.com/planners/toba-financial-323181/"},{"crd":104711,"name":"Tobias Financial Advisors","city":"Plantation","state":"FL","fees":{"hourly":[100,500],"flat":[6000,6000],"annual":[6000,6000]},"sourceSentences":{"hourly":"Modular ongoing financial planning will be charged based on either an hourly rate of $100 to $500/hour or a fixed rate starting at $6,000 per year.","annual":"Modular ongoing financial planning will be charged based on either an hourly rate of $100 to $500/hour or a fixed rate starting at $6,000 per year.","flat":"The standard fee for a one-time financial plan starts at $6,000."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040543","page":"https://plannerfees.com/planners/tobias-financial-advisors-104711/"},{"crd":172432,"name":"Tobin Investment Planning LLC","city":"Yardley","state":"PA","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Your initial consultation for financial planning service will be complimentary; thereafter, we charge a fixed fee for financial planning services, which generally ranges between $1,000 to $10,000."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002687","page":"https://plannerfees.com/planners/tobin-investment-planning-llc-172432/"},{"crd":152637,"name":"Todt Investment Management LLC","city":"Chicago","state":"IL","fees":{"quarterly":[1500,1500],"annual":[4500,4500]},"sourceSentences":{"quarterly":"For the Firm's investment consulting agreements, which would not involve active management, but quarterly checkup meetings, the fee is $1,500 a quarter, with a minimum of $4,500 annually for each client.","annual":"For the Firm's investment consulting agreements, which would not involve active management, but quarterly checkup meetings, the fee is $1,500 a quarter, with a minimum of $4,500 annually for each client."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014371","page":"https://plannerfees.com/planners/todt-investment-management-llc-152637/"},{"crd":343372,"name":"Toft Wealth, LLC","city":"Normal","state":"IL","fees":{"flat":[3000,40000]},"sourceSentences":{"flat":"We charge an annual fee of $3,000 to $40,000 for Ongoing Financial Planning."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058439","page":"https://plannerfees.com/planners/toft-wealth-llc-343372/"},{"crd":302115,"name":"Tolley Financial Group, LLC","city":"Raleigh","state":"NC","fees":{"flat":[1500,4000]},"sourceSentences":{"flat":"The fixed fee can range between $1,500.00 and $4,000.00."},"brochureDate":"8/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054546","page":"https://plannerfees.com/planners/tolley-financial-group-llc-302115/"},{"crd":145832,"name":"Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant","city":"Broomfield","state":"CO","fees":{"hourly":[200,300]},"sourceSentences":{"hourly":"The engagement letter specifies services to be provided, time frame for delivery of services, and fees, Typical fees vary from $200 - $300 per hour, depending on the type of services rendered."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000597","page":"https://plannerfees.com/planners/tom-c-nelson-phd-cfp-r-personal-financial-consultant-145832/"},{"crd":166577,"name":"Tomassi Financial Planning, LLC","city":"Derby","state":"KS","fees":{"hourly":[200,250],"flat":[6000,8000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fixed rate for creating client financial plans is between $6,000 and $8,000.","hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $200 and $250."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009456","page":"https://plannerfees.com/planners/tomassi-financial-planning-llc-166577/"},{"crd":143375,"name":"Tomlin Financial Advisors, Inc.","city":"Norfolk","state":"VA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Planning services may be provided for $150 per hour for these stand-alone financial plans."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020299","page":"https://plannerfees.com/planners/tomlin-financial-advisors-inc-143375/"},{"crd":285622,"name":"Tone Capital, LLC","city":"Richmond","state":"VA","fees":{"hourly":[100,250],"flat":[500,5000]},"sourceSentences":{"hourly":"Hourly fees range from $100 per hour to $250 per hour, and flat fee engagements will range from $500 to $5,000, depending on the complexity of the financial planning services.","flat":"Hourly fees range from $100 per hour to $250 per hour, and flat fee engagements will range from $500 to $5,000, depending on the complexity of the financial planning services."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019601","page":"https://plannerfees.com/planners/tone-capital-llc-285622/"},{"crd":338154,"name":"Tonjes Financial Group","city":"Findlay","state":"OH","fees":{"hourly":[275,325],"flat":[750,5000],"monthly":[300,500]},"sourceSentences":{"monthly":"Subscription fees generally range from $300 to $500 per month, depending on the scope and complexity of the client’s financial situation, the services requested, the frequency of meetings, household complexity, business ownership, self-employment income, tax planning coordination, and the expected time required to…","flat":"The initial planning fee generally ranges from $750 to $5,000, depending on the scope and complexity of the client’s financial situation, the services requested, household complexity, business ownership, self-employment income, tax planning coordination, and the amount of upfront planning work expected. 10 The…","hourly":"$275 per hour for current ongoing clients (this rate applies to clients who already engage us for investment advisory services, or clients of our affiliated tax firm, since we consider them existing relationships). $325 per hour for new or non-advisory clients (this higher rate applies to individuals who engage us…"},"brochureDate":"5/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045208","page":"https://plannerfees.com/planners/tonjes-financial-group-338154/"},{"crd":328588,"name":"Tonn Financial Planning","city":"Littleton","state":"CO","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $10,000."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027719","page":"https://plannerfees.com/planners/tonn-financial-planning-328588/"},{"crd":333200,"name":"Toole Financial","city":"Longmeadow","state":"MA","fees":{"hourly":[250,250],"monthly":[150,150]},"sourceSentences":{"hourly":"Our hourly rate is $250.","monthly":"The fee is $150 per month, paid in arrears and beginning the month after the completion of the initial Project-Based Financial Planning."},"brochureDate":"1/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999849","page":"https://plannerfees.com/planners/toole-financial-333200/"},{"crd":331000,"name":"Top Private Wealth","city":"Glastonbury","state":"CT","fees":{"hourly":[400,400],"flat":[6000,20000],"quarterly":[1500,5000]},"sourceSentences":{"quarterly":"Fees are paid monthly or quarterly in advance, ranging from $1,500-$5,000 quarterly or $500-$1,650 for monthly.","flat":"Fixed fee rates range between $6,000 to $20,000.","hourly":"Our hourly rate is $400."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051296","page":"https://plannerfees.com/planners/top-private-wealth-331000/"},{"crd":341288,"name":"Top Rank Wealth Management, LLC","city":"Raleigh","state":"NC","fees":{"hourly":[500,500],"flat":[1000,4000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $1,000 and $4,000.","hourly":"Fees will never exceed a rate of $500 per hour."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056017","page":"https://plannerfees.com/planners/top-rank-wealth-management-llc-341288/"},{"crd":285538,"name":"Topel & Distasi Wealth Management, LLC","city":"Berkeley","state":"CA","fees":{"hourly":[300,300],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $300.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018049","page":"https://plannerfees.com/planners/topel-distasi-wealth-management-llc-285538/"},{"crd":335293,"name":"Toprac Financial LLC","city":"Cypress","state":"TX","fees":{"hourly":[210,210]},"sourceSentences":{"hourly":"The fee established in the financial planning agreement is based on an estimate of the time required to complete your plan multiplied by our hourly rate of $210, based on the scope of services known at the time of engagement."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007778","page":"https://plannerfees.com/planners/toprac-financial-llc-335293/"},{"crd":331098,"name":"Topsail Wealth Management LLC","city":"Charlotte","state":"NC","fees":{"monthly":[250,250],"annual":[10000,10000]},"sourceSentences":{"monthly":"Fees for Other Services Offered Minimum fees for bookkeeping services are $250 per month.","annual":"Fees for trustee services are available for a minimum fee of $10,000 per year."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058329","page":"https://plannerfees.com/planners/topsail-wealth-management-llc-331098/"},{"crd":156559,"name":"Torchlight Financial","city":"Edina","state":"MN","fees":{"hourly":[300,300],"flat":[3000,12000],"annual":[5000,5000]},"sourceSentences":{"annual":"TorchLight Financial has a minimum annual fee of at least $5,000 for our WMIA Service.","flat":"The fee range for a fixed fee agreement may range from $3,000 to $12,000.","hourly":"The firm's hourly rate is $300 per hour and is billed in 15-minute increments."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059761","page":"https://plannerfees.com/planners/torchlight-financial-156559/"},{"crd":332084,"name":"Toro Financial Advisors","city":"Winter Park","state":"FL","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"AND CONSULTING Toro Financial Advisors charges an hourly fee of $350 based on complexity and unique Client needs for financial planning."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=932771","page":"https://plannerfees.com/planners/toro-financial-advisors-332084/"},{"crd":329263,"name":"Torren Management, LLC","city":"San Diego","state":"CA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"The Registrant may also be engaged by a client to complete a project separate and apart from the Registrant’s core services, in these instances the Registrant’s planning and consulting fee shall generally range from a minimum of $10,000 annually or higher amounts based on a negotiated fixed fee or hourly basis."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025949","page":"https://plannerfees.com/planners/torren-management-llc-329263/"},{"crd":139940,"name":"Torrey Growth & Income Advisors, LLC","city":"Del Mar","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"We charge $250 per hour for financial planning services with a $1,500 minimum fee for all plans; however, some or all of the fees may be waived for clients that engage us for investment management services or as part of our marketing and business development efforts."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042370","page":"https://plannerfees.com/planners/torrey-growth-income-advisors-llc-139940/"},{"crd":310688,"name":"Torrey Wealth, LLC","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $250.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017199","page":"https://plannerfees.com/planners/torrey-wealth-llc-310688/"},{"crd":332492,"name":"Tortoise Wealth Management","city":"Tempe","state":"AZ","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The Advisor’s fee will be billed at a rate of $250 per hour, but may be negotiated."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007929","page":"https://plannerfees.com/planners/tortoise-wealth-management-332492/"},{"crd":153737,"name":"Tortuga Wealth Management","city":"Torrance","state":"CA","fees":{"hourly":[1000,1000],"flat":[20000,20000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $1,000.","flat":"Flat fees will not exceed $20,000."},"brochureDate":"2/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008991","page":"https://plannerfees.com/planners/tortuga-wealth-management-153737/"},{"crd":286588,"name":"Total Financial Planning, LLC","city":"Orlando","state":"FL","fees":{"hourly":[275,275],"flat":[600,2000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is $2000 for full financial plans, $1100 for mid-career financial planning and $600 for early career financial check-ups.","hourly":"Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice. ​ Hourly Fees ​ My hourly fee rate for clients choosing this method of payment is $275 per hour."},"brochureDate":"7/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052235","page":"https://plannerfees.com/planners/total-financial-planning-llc-286588/"},{"crd":291998,"name":"Total Return Capital","city":"Linthicum Heights","state":"MD","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $300."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007490","page":"https://plannerfees.com/planners/total-return-capital-291998/"},{"crd":328549,"name":"Total Wealth","city":"West Des Moines","state":"IA","fees":{"hourly":[250,250],"flat":[1500,20000]},"sourceSentences":{"hourly":"We anticipate that financial planning services will take approximately 24 hours to provide on annual basis, and we determine the fee based on an hourly rate of $250.","flat":"For project-based financial planning services, we charge a flat fee that typically ranges from $1,500 to $20,000, depending on the complexity of the client’s financial situation, such as income, assets, liabilities, marital and family status, employment status, and number of financial areas that need to be addressed."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056040","page":"https://plannerfees.com/planners/total-wealth-328549/"},{"crd":327794,"name":"Total Wealth Solutions","city":"Los Altos","state":"CA","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Clients can engage the services of Total Wealth Solutions Inc. for a fixed fee that generally ranges from $1,000 to $5,000."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030120","page":"https://plannerfees.com/planners/total-wealth-solutions-327794/"},{"crd":321210,"name":"Toucan Financial, Inc.","city":"Charlotte","state":"NC","fees":{"hourly":[400,400],"quarterly":[2000,2000],"annual":[8000,8000]},"sourceSentences":{"annual":"The minimum annual fee is $8,000.","quarterly":"New clients may be charged Toucan’s minimum quarterly fee of $2,000 while net worth is being determined.","hourly":"Our hourly rate is $400."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043066","page":"https://plannerfees.com/planners/toucan-financial-inc-321210/"},{"crd":344135,"name":"Tower Wealth Planning","city":"Spring Hill","state":"FL","fees":{"hourly":[200,200],"flat":[500,8500],"annual":[8500,8500]},"sourceSentences":{"annual":"Annual fees will not exceed $8,500.","flat":"Fixed fee rates range between $500 to $8,500.","hourly":"Our hourly rate is $200."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056170","page":"https://plannerfees.com/planners/tower-wealth-planning-344135/"},{"crd":152069,"name":"Towercrest Capital Management, LLC","city":"Newtown","state":"PA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Financial planning and consulting fees are negotiable but are generally $300 per hour."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015606","page":"https://plannerfees.com/planners/towercrest-capital-management-llc-152069/"},{"crd":288593,"name":"Towerpoint Wealth, LLC","city":"Sacramento","state":"CA","fees":{"hourly":[350,350],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047335","page":"https://plannerfees.com/planners/towerpoint-wealth-llc-288593/"},{"crd":299341,"name":"Town Capital","city":"Bel Air","state":"MD","fees":{"flat":[1200,8000]},"sourceSentences":{"flat":"Financial plans typically cost between $1200 to $8000 but can be any price depending on complexity."},"brochureDate":"4/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043104","page":"https://plannerfees.com/planners/town-capital-299341/"},{"crd":108216,"name":"Townsend Asset Management Corp.","city":"Raleigh","state":"NC","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Hourly rates normally range from $250-$500. ii."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012712","page":"https://plannerfees.com/planners/townsend-asset-management-corp-108216/"},{"crd":291000,"name":"Townsend Financial","city":"Scottsdale","state":"AZ","fees":{"hourly":[500,500],"annual":[20000,20000]},"sourceSentences":{"annual":"The fee for this service consists of a minimum annual planning fee of $20,000.","hourly":"Financial Planning fee is an hourly rate of $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038590","page":"https://plannerfees.com/planners/townsend-financial-291000/"},{"crd":141571,"name":"Townsend Financial Planning","city":"Mt. Sterling","state":"KY","fees":{"flat":[2650,2650]},"sourceSentences":{"flat":"Navigating Retirement - $3,250 Retirement Roadmap - $3,725 Core Financial Plan - $2,650 Financial Check Up - $795 Customized Engagements - $75-$300 per hour, depending on Advisor/Administrative Staff Small Business Retirement Planning - Customized Page 12 of 24 *The noted fees are a guideline."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044840","page":"https://plannerfees.com/planners/townsend-financial-planning-141571/"},{"crd":157184,"name":"TP Investment Advisory Services, LLC","city":"Wayne","state":"PA","fees":{"hourly":[250,250],"flat":[750,10000]},"sourceSentences":{"flat":"Flat fees generally range from $750 to $10,000 and will be charged annually for ongoing services.","hourly":"Our hourly fees are $250."},"brochureDate":"7/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051218","page":"https://plannerfees.com/planners/tp-investment-advisory-services-llc-157184/"},{"crd":342750,"name":"Trackside Wealth","city":"Chamblee","state":"GA","fees":{"annual":[8400,24000]},"sourceSentences":{"annual":"Financial Planning and Investment Management Trackside Wealth charges a recurring flat, fixed fee of $8,400, $12,000, or $24,000 annually."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054846","page":"https://plannerfees.com/planners/trackside-wealth-342750/"},{"crd":315215,"name":"Traction Financial Partners","city":"Encampment","state":"WY","fees":{"hourly":[350,350],"flat":[3000,25000]},"sourceSentences":{"flat":"The fixed fees range from $3,000 to $25,000.","hourly":"Hourly fees are $350/hour."},"brochureDate":"7/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052588","page":"https://plannerfees.com/planners/traction-financial-partners-315215/"},{"crd":214512,"name":"Trademark Capital Management Inc.","city":"Watkinsville","state":"GA","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Page 8 WEALTH MANAGEMENT SERVICES FEES Financial Planning Fees Financial planning services are typically provided for an hourly rate that ranges from $150 to $250 per hour, based on the professional providing the services."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052816","page":"https://plannerfees.com/planners/trademark-capital-management-inc-214512/"},{"crd":332473,"name":"Tradewell Tax & Financial","city":"Fort Wayne","state":"IN","fees":{"flat":[1000,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $15,000."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059673","page":"https://plannerfees.com/planners/tradewell-tax-financial-332473/"},{"crd":145934,"name":"Tradewinds Capital Management, LLC","city":"Bellingham","state":"WA","fees":{"hourly":[150,225],"flat":[1000,2000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $2,000 on a fixed fee basis, and from $150 to $225 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $2,000 on a fixed fee basis, and from $150 to $225 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055406","page":"https://plannerfees.com/planners/tradewinds-capital-management-llc-145934/"},{"crd":316415,"name":"Tradewinds, LLC","city":"Raleigh","state":"NC","fees":{"flat":[20000,20000]},"sourceSentences":{"flat":"There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018480","page":"https://plannerfees.com/planners/tradewinds-llc-316415/"},{"crd":128314,"name":"Tradition Wealth Management LLC","city":"Edina","state":"MN","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Type Fixed Fee Maximum Fee $50,000 Hourly Fee $300 per hour Payable One half (1/2) of the estimated fee is due upon execution of the advisory agreement."},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048236","page":"https://plannerfees.com/planners/tradition-wealth-management-llc-128314/"},{"crd":165063,"name":"Trail Financial Planning LLC","city":"Bellingham","state":"WA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our current hourly rate is $300/hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016977","page":"https://plannerfees.com/planners/trail-financial-planning-llc-165063/"},{"crd":284741,"name":"Trail Ridge Investment Advisors, LLC","city":"Fort Collins","state":"CO","fees":{"hourly":[250,250],"monthly":[100,100]},"sourceSentences":{"hourly":"Trail Ridge Investment Advisors, LLC 7 FINANCIAL PLANNING FEES Hourly Fees The hourly rate for financial planning services is $250, with a minimum fee of $1,000 per engagement.","monthly":"Trailhead Financial Advisory Service™ TRIA charges a recurring annual base fee of $1,200 ($100 per month)."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013852","page":"https://plannerfees.com/planners/trail-ridge-investment-advisors-llc-284741/"},{"crd":339852,"name":"Trailblazer Wealth Management","city":"Colorado Springs","state":"CO","fees":{"monthly":[1000,1500]},"sourceSentences":{"monthly":"Monthly fees generally range from $1,000 to $1,500."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055356","page":"https://plannerfees.com/planners/trailblazer-wealth-management-339852/"},{"crd":284610,"name":"Trailhead Planners, LLC","city":"Edina","state":"MN","fees":{"hourly":[300,500],"quarterly":[1000,25000],"annual":[6000,100000]},"sourceSentences":{"annual":"Comprehensive Financial Planning – Existing Clients For existing clients who have signed on prior to January 1, 2022, our ongoing Financial Planning service consists of an ongoing fixed fee, paid monthly or quarterly in advance, of $6,000.00 to $100,000.00 per year, depending on the complexity and needs of the Client.","hourly":"The hourly rate ranges from $300 to $500.","quarterly":"Fees for the business planning service are paid quarterly in advance, and range between $1,000 and $25,000 per quarter."},"brochureDate":"7/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050861","page":"https://plannerfees.com/planners/trailhead-planners-llc-284610/"},{"crd":310766,"name":"Trailpoint Financial Planning","city":"Castle Rock","state":"CO","fees":{"hourly":[250,250],"quarterly":[600,750]},"sourceSentences":{"quarterly":"This fee is currently $750 per quarter for a married couple and $600 per quarter for a single individual.","hourly":"The hourly fee is $250 per hour."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044894","page":"https://plannerfees.com/planners/trailpoint-financial-planning-310766/"},{"crd":323530,"name":"Trailwise Financial Partners, LLC","city":"Golden","state":"CO","fees":{"hourly":[400,400],"flat":[1000,20000]},"sourceSentences":{"flat":"The fixed fee ranges from $1,000 to $20,000.","hourly":"Hourly fees are $400 per hour."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005133","page":"https://plannerfees.com/planners/trailwise-financial-partners-llc-323530/"},{"crd":338943,"name":"Traina Investment Advisory","city":"Hilton Head Island","state":"SC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Quarterly Fee = $250 Hourly Rate * Number of Hours Spent by TIA)."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010015","page":"https://plannerfees.com/planners/traina-investment-advisory-338943/"},{"crd":321904,"name":"Trajectory Financial Planning","city":"University Heights","state":"OH","fees":{"hourly":[350,350],"flat":[500,10000],"monthly":[150,1000],"quarterly":[450,3000]},"sourceSentences":{"monthly":"For Clients paying monthly, the fee is $150-$1,000 per month.","quarterly":"For Clients paying quarterly, the fee is $450-$3,000 per quarter.","flat":"Fixed fee rates range between $500 and $10,000.","hourly":"Our hourly rate is $350."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016597","page":"https://plannerfees.com/planners/trajectory-financial-planning-321904/"},{"crd":336817,"name":"Trammell Wealth","city":"Wellington","state":"FL","fees":{"hourly":[250,250],"flat":[500,500],"monthly":[150,250],"quarterly":[600,750]},"sourceSentences":{"flat":"Ongoing Financial Planning TW collects an initial fee, no greater than $500.","monthly":"Fees are paid monthly or quarterly in advance, ranging from $150 to $250 per month or $600 to $750 per quarter.","quarterly":"Fees are paid monthly or quarterly in advance, ranging from $150 to $250 per month or $600 to $750 per quarter.","hourly":"Our hourly rate is $250."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049774","page":"https://plannerfees.com/planners/trammell-wealth-336817/"},{"crd":322455,"name":"Tranquil Path Financial Planning","city":"Brooklyn Heights","state":"OH","fees":{"hourly":[250,500],"flat":[1000,5000],"annual":[4000,50000]},"sourceSentences":{"flat":"Our Comprehensive Advisory Services engagement fee has two components; a one time set-up fee ranging from $1,000-$5,000 that is charged at the time of entering into the engagement, and an annual fee that ranges from $4,000 to $50,000.","annual":"Our Comprehensive Advisory Services engagement fee has two components; a one time set-up fee ranging from $1,000-$5,000 that is charged at the time of entering into the engagement, and an annual fee that ranges from $4,000 to $50,000.","hourly":"We charge financial planning firms $250/hr to $500/hr for consultation and paraplanning, depending on the type of work required and background knowledge required."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016675","page":"https://plannerfees.com/planners/tranquil-path-financial-planning-322455/"},{"crd":298056,"name":"Tranquilli Financial Advisor, LLC","city":"Clinton","state":"NJ","fees":{"hourly":[550,550],"flat":[1500,10000]},"sourceSentences":{"flat":"These fees are negotiable, but range from $1,500 to $10,000 on a fixed fee basis and/or $550 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.","hourly":"These fees are negotiable, but range from $1,500 to $10,000 on a fixed fee basis and/or $550 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005394","page":"https://plannerfees.com/planners/tranquilli-financial-advisor-llc-298056/"},{"crd":317745,"name":"Transce3nd LLC","city":"Buda","state":"TX","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Financial Planning fees range from $500 to $10,000 and are negotiable."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013013","page":"https://plannerfees.com/planners/transce3nd-llc-317745/"},{"crd":292210,"name":"Transcend Wealth","city":"Woodmere","state":"OH","fees":{"hourly":[100,250],"flat":[500,3500]},"sourceSentences":{"flat":"The fixed fee can range from $500 to $3,500 and is negotiable.","hourly":"The hourly fee for these services ranges between $100 and $250 per hour and is negotiable."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035828","page":"https://plannerfees.com/planners/transcend-wealth-292210/"},{"crd":317252,"name":"Transform Retirement","city":"De Pere","state":"WI","fees":{"annual":[900,2000]},"sourceSentences":{"annual":"The flat fees generally range from $900 to $2,000 annually, but may fall outside this range depending on the scope and complexity of services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039348","page":"https://plannerfees.com/planners/transform-retirement-317252/"},{"crd":309299,"name":"Transformation Wealth Management, LLC","city":"Atlanta","state":"GA","fees":{"hourly":[250,250],"annual":[2000,2000]},"sourceSentences":{"hourly":"Business Planning – Hourly Fee Business Planning is offered at an hourly rated of $250 per hour.","annual":"The Client pays the same $2,000 annual fee."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021858","page":"https://plannerfees.com/planners/transformation-wealth-management-llc-309299/"},{"crd":167866,"name":"Transition Planning & Guidance, LLC","city":"Sandy Springs","state":"GA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"All services are billed at either an hourly rate (usually $250 per hour) or an agreed-upon fixed fee, depending on the nature of the engagement, the scope of services, and the complexity of the situation."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018907","page":"https://plannerfees.com/planners/transition-planning-guidance-llc-167866/"},{"crd":107764,"name":"Traphagen Financial Group","city":"Oradell","state":"NJ","fees":{"hourly":[150,475]},"sourceSentences":{"hourly":"Hourly rates are $150 to $475 per hour, depending on personnel involved in plan development."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013285","page":"https://plannerfees.com/planners/traphagen-financial-group-107764/"},{"crd":139668,"name":"Trasatti Wealth Planning, LLC","city":"Baltimore","state":"MD","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"The standard fixed fee 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per hour."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047636","page":"https://plannerfees.com/planners/treasure-chest-financial-285517/"},{"crd":166684,"name":"Treasure Coast Financial Planning, Inc.","city":"Vero Beach","state":"FL","fees":{"annual":[1450,1450]},"sourceSentences":{"annual":"Additional $1,450 annual eMoney system maintenance fee due on plan anniversary date (includes annual review meeting). 3) Hourly Consulting Fees:"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033252","page":"https://plannerfees.com/planners/treasure-coast-financial-planning-inc-166684/"},{"crd":166645,"name":"Trebuchet Consulting, LLC","city":"Pittsburgh","state":"PA","fees":{"annual":[2500,50000]},"sourceSentences":{"annual":"Fees generally range from $2,500 to $50,000 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range for this service is between $250 to $5,000."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012753","page":"https://plannerfees.com/planners/treiberg-wealth-management-284140/"},{"crd":307671,"name":"Trek Wealth Planning","city":"Columbia","state":"MO","fees":{"flat":[1200,2400],"annual":[4800,9600]},"sourceSentences":{"annual":"Ongoing Financial Planning Services Ongoing Financial Planning consists of an annual fee ranging from $4,800 to $9,600.","flat":"The Initial Fee is typically a fixed fee ranging from $1,200 - $2,400."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056992","page":"https://plannerfees.com/planners/trek-wealth-planning-307671/"},{"crd":298562,"name":"Tremonte Financial Consultants","city":"Traverse City","state":"MI","fees":{"hourly":[500,500],"flat":[600,20000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees range from $600 to $20,000 and are payable as invoiced."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027643","page":"https://plannerfees.com/planners/tremonte-financial-consultants-298562/"},{"crd":288325,"name":"Trendcalc Dynamics","city":"Columbus","state":"OH","fees":{"flat":[0,15000]},"sourceSentences":{"flat":"TrendCalc will charge a financial planning services fee as a fixed fee, typically ranging from $0 to $15,000 dependent on the client’s specific situation and the agreed upon services and responsibilities of 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LLC","city":"Calabasas","state":"CA","fees":{"annual":[3600,3600]},"sourceSentences":{"annual":"For clients who engage us for Financial Planning Services only, we typically impose a minimum fee of $3600 per year, billed monthly."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013685","page":"https://plannerfees.com/planners/triagen-wealth-management-llc-308457/"},{"crd":306929,"name":"Triangulum Wealth Management","city":"Bellevue","state":"WA","fees":{"hourly":[375,375],"flat":[10000,10000]},"sourceSentences":{"hourly":"The fixed fee will be based on the Advisor’s estimate of the minimum hours they need to complete their work during the specified period and their hourly billing rate of $375/hour.","flat":"Triangulum and the Client agree to a fixed fee of $10,000 for the entire project."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057930","page":"https://plannerfees.com/planners/triangulum-wealth-management-306929/"},{"crd":329350,"name":"Triathlon Partners LLC","city":"Weston","state":"CT","fees":{"hourly":[400,400],"flat":[5000,10000]},"sourceSentences":{"flat":"The rate for creating client financial plans is between $5,000 - $10,000.","hourly":"The hourly fee for these services is $400."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058105","page":"https://plannerfees.com/planners/triathlon-partners-llc-329350/"},{"crd":326576,"name":"Tribble Financial Planning","city":"Ann Arbor","state":"MI","fees":{"flat":[250,2500],"monthly":[500,500]},"sourceSentences":{"monthly":"For complex Client situations, we reserve the right to charge based upon our fixed fee range, not to exceed $500 per month.","flat":"Fixed fee rates range from $250 to $2,500."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027707","page":"https://plannerfees.com/planners/tribble-financial-planning-326576/"},{"crd":338578,"name":"Tributaries Financial Planning LLC","city":"Biddeford","state":"ME","fees":{"hourly":[150,150],"flat":[250,5000]},"sourceSentences":{"flat":"Fixed fee rates range between $250 to $5,000.","hourly":"Our hourly rate is $150."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023705","page":"https://plannerfees.com/planners/tributaries-financial-planning-llc-338578/"},{"crd":341055,"name":"Trica Wealth Planning, LLC","city":"Las Vegas","state":"NV","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $2,500."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017637","page":"https://plannerfees.com/planners/trica-wealth-planning-llc-341055/"},{"crd":118788,"name":"Tricapital Wealth Management, Inc.","city":"Charlotte","state":"NC","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"Fees for written financial plans typically begin at $2,000."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013662","page":"https://plannerfees.com/planners/tricapital-wealth-management-inc-118788/"},{"crd":155749,"name":"Tricord Advisors, Inc.","city":"Riverside","state":"CA","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Financial planning services are generally provided for a flat fee of $2,500, payable at the time of engagement."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033731","page":"https://plannerfees.com/planners/tricord-advisors-inc-155749/"},{"crd":317391,"name":"Trifecta Capital Advisors, LLC","city":"Northbrook","state":"IL","fees":{"flat":[20000,20000]},"sourceSentences":{"flat":"Our Firm provides consulting services based on a fixed fee arrangement, not to exceed $20,000 based on the scope and complexity of the services being provided."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027076","page":"https://plannerfees.com/planners/trifecta-capital-advisors-llc-317391/"},{"crd":332465,"name":"Triflame Capital","city":"Roseville","state":"CA","fees":{"hourly":[250,250],"flat":[2000,5000]},"sourceSentences":{"hourly":"- 4- HOURLY FEES Financial Planning Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $2,000 and $5,000."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012029","page":"https://plannerfees.com/planners/triflame-capital-332465/"},{"crd":342083,"name":"Trigsted Wealth Advisory","city":"Tampa","state":"FL","fees":{"hourly":[300,300],"quarterly":[400,1100]},"sourceSentences":{"quarterly":"As a general guideline, fees for ongoing planning services may range from approximately $400 to $1,100 per quarter depending on the number of meetings and level of engagement.","hourly":"The Adviser’s standard hourly rate is generally $300 per hour; however, the applicable rate may vary based on factors including, but not limited to, the scope and complexity of services, the extent of the existing Client relationship, and the anticipated time commitment."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045364","page":"https://plannerfees.com/planners/trigsted-wealth-advisory-342083/"},{"crd":337883,"name":"Trihelix Wealth Collective","city":"Portland","state":"OR","fees":{"hourly":[150,350],"flat":[600,7000],"annual":[600,900]},"sourceSentences":{"flat":"Financial planning services are charged as either a flat fee or hourly fee depending on scope of the engagement and typically range from $600 to $7,000 per plan or $150–$350 per hour. 6 Factors used to determine the fee charged include the complexity of the client’s financial situation, such as number and sources…","hourly":"Financial planning services are charged as either a flat fee or hourly fee depending on scope of the engagement and typically range from $600 to $7,000 per plan or $150–$350 per hour. 6 Factors used to determine the fee charged include the complexity of the client’s financial situation, such as number and sources…","annual":"Medical Training financial planning is a flat annual fee ranging between $600 and $900, depending upon the complexity of the client’s financial situation. 2."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058946","page":"https://plannerfees.com/planners/trihelix-wealth-collective-337883/"},{"crd":296487,"name":"Trillium Square Advisors LLC","city":"Rolesville","state":"NC","fees":{"hourly":[445,445],"flat":[5000,8000],"monthly":[300,750]},"sourceSentences":{"monthly":"Financial planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $300 $750 per month, depending on the complexity and need of the client.","hourly":"Clients are assessed an hourly fee at the rate of $445 per hour.","flat":"Fixed fee engagements generally cost between $5000 and $8000."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057861","page":"https://plannerfees.com/planners/trillium-square-advisors-llc-296487/"},{"crd":151626,"name":"Trillium Valley Financial Planning","city":"Sherwood","state":"OR","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our fees for financial planning and investment advisory services are based on an hourly rate of $200 per hour and the estimated time required to complete the services."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040485","page":"https://plannerfees.com/planners/trillium-valley-financial-planning-151626/"},{"crd":281597,"name":"Trilogy Capital, Inc.","city":"Irvine","state":"CA","fees":{"flat":[1200,1200]},"sourceSentences":{"flat":"Fixed fees for coaching services start at $1200."},"brochureDate":"7/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052732","page":"https://plannerfees.com/planners/trilogy-capital-inc-281597/"},{"crd":340715,"name":"Trinchera Investments, LLC","city":"Midland","state":"TX","fees":{"hourly":[300,300],"flat":[2000,10000]},"sourceSentences":{"hourly":"Hourly Rate: $300.00 per hour.","flat":"$2,000 — $10,000 per project (quoted in advance; agreed upon in writing before work begins)."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048623","page":"https://plannerfees.com/planners/trinchera-investments-llc-340715/"},{"crd":143097,"name":"Trinity Capital Management, LLC","city":"Santa Barbara","state":"CA","fees":{"flat":[500,20000]},"sourceSentences":{"flat":"One Time or Periodic Planning Fees In consideration of Advanced Planning services provided by TCM to non-Wealth Management Clients, Clients will be assessed a flat fee usually ranging from $500 to $20,000 dependent on the type, scope, and complexity of planning services offered."},"brochureDate":"4/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041608","page":"https://plannerfees.com/planners/trinity-capital-management-llc-143097/"},{"crd":133191,"name":"Trinity Financial Advisors LLC","city":"Columbus","state":"OH","fees":{"annual":[15000,50000]},"sourceSentences":{"annual":"BUSINESS ADVISORY SERVICES Registrant charges an annual fixed fee for business advisory services, generally ranging between $15,000 and $50,000 per year, payable quarterly in advance."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024137","page":"https://plannerfees.com/planners/trinity-financial-advisors-llc-133191/"},{"crd":115924,"name":"Trinity Financial Planning","city":"Middleton","state":"WI","fees":{"hourly":[275,625]},"sourceSentences":{"hourly":"Project retainer fees are based on rates ranging from $275 to $625 per hour 4 depending on the project complexity and requirements."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021428","page":"https://plannerfees.com/planners/trinity-financial-planning-115924/"},{"crd":151051,"name":"Trinity Financial Services, Inc.","city":"Bloomfield Hills","state":"MI","fees":{"hourly":[200,200],"flat":[500,20000],"annual":[500,20000]},"sourceSentences":{"hourly":"One-time financial planning/consulting is based on either a negotiable hourly fee at a rate of $200 per hour or on a fixed fee ranging from $500 - $20,000 priced according to the degree of complexity associated with the client’s situation and time spent developing the financial plan.","flat":"One-time financial planning/consulting is based on either a negotiable hourly fee at a rate of $200 per hour or on a fixed fee ranging from $500 - $20,000 priced according to the degree of complexity associated with the client’s situation and time spent developing the financial plan.","annual":"Ongoing Financial Planning and Consulting Services Trinity offers ongoing financial planning and consulting services for a negotiable fixed annual fee, typically ranging from $500 to $20,000, depending on the complexity of the client’s financial circumstances and the estimated time and resources required to develop…"},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004029","page":"https://plannerfees.com/planners/trinity-financial-services-inc-151051/"},{"crd":159179,"name":"Trinity Legacy Partners, LLC","city":"Houston","state":"TX","fees":{"hourly":[250,250],"flat":[1000,5000]},"sourceSentences":{"flat":"Service Fee Type and Amount Financial Plan $2,500 to $5,000 fixed fee Financial Review $1,000 fixed fee The Adviser may negotiate its fixed fee amount for Financial Plans based on complexity of the financial plan.","hourly":"Such fees are $250/hour and are negotiable. 8 In the event that a client’s situation is substantially different than disclosed at the initial meeting, a revised fee will be provided for mutual agreement."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028955","page":"https://plannerfees.com/planners/trinity-legacy-partners-llc-159179/"},{"crd":151721,"name":"Trinity Portfolio Advisors, LLC","city":"Southlake","state":"TX","fees":{"flat":[1500,250000]},"sourceSentences":{"flat":"TPA's financial planning and consulting fees are negotiable, but generally range from $1,500 to $250,000 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028686","page":"https://plannerfees.com/planners/trinity-portfolio-advisors-llc-151721/"},{"crd":325294,"name":"Trinity Wealth","city":"Aurora","state":"CO","fees":{"flat":[1500,5500]},"sourceSentences":{"flat":"When Financial Planning Services are provided separately on a project basis, we charge a fixed fee which ranges between $1,500 and $5,500, depending on the complexity of the client’s financial planning needs."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053685","page":"https://plannerfees.com/planners/trinity-wealth-325294/"},{"crd":109452,"name":"Trinity Wealth Advisors LLC","city":"St. Louis","state":"MO","fees":{"flat":[5000,5000],"annual":[1000,1000]},"sourceSentences":{"flat":"Typically, fees for financial planning are provided with ongoing 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$5,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015156","page":"https://plannerfees.com/planners/trinity-wealth-management-llc-169216/"},{"crd":282304,"name":"Trinvest Advisors, LLC","city":"Volente","state":"TX","fees":{"flat":[200,1000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $200 and $1,000."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000436","page":"https://plannerfees.com/planners/trinvest-advisors-llc-282304/"},{"crd":328042,"name":"Trio Wealth Management, LLC","city":"Great Falls","state":"VA","fees":{"flat":[250,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $250 to $10,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023494","page":"https://plannerfees.com/planners/trio-wealth-management-llc-328042/"},{"crd":336848,"name":"Triple Pine Wealth Management LLC","city":"Austin","state":"TX","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"Triple Pine offers standalone financial planning for a flat fee of $2,000."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048037","page":"https://plannerfees.com/planners/triple-pine-wealth-management-llc-336848/"},{"crd":329117,"name":"Triple Play Planning, LLC","city":"Amherst","state":"NY","fees":{"hourly":[250,250],"flat":[1000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 - $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005650","page":"https://plannerfees.com/planners/triple-play-planning-llc-329117/"},{"crd":142438,"name":"Trisperity Advisors, LLC","city":"Katy","state":"TX","fees":{"hourly":[200,250]},"sourceSentences":{"hourly":"The hourly rate for limited scope engagements and follow-on implementation is billed separately at the rate of $200 to $250 per hour."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028814","page":"https://plannerfees.com/planners/trisperity-advisors-llc-142438/"},{"crd":333259,"name":"Tritonpoint Partners, LLC","city":"Chevy Chase","state":"MD","fees":{"hourly":[350,350],"flat":[2500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $350.","flat":"Flat fees range typically from $2,500 to $10,000."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042388","page":"https://plannerfees.com/planners/tritonpoint-partners-llc-333259/"},{"crd":282814,"name":"Triumph Capital Management","city":"Denver","state":"CO","fees":{"annual":[35,50000]},"sourceSentences":{"annual":"Accounts with balances under $50,000 are subject to an additional $35 annual fee (waived for balances of $50,000 or more)."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015480","page":"https://plannerfees.com/planners/triumph-capital-management-282814/"},{"crd":152277,"name":"Triune Financial Partners, LLC","city":"Overland Park","state":"KS","fees":{"flat":[100,25000]},"sourceSentences":{"flat":"Our Financial Planning fees are calculated and charged on either an hourly or fixed fee basis, typically ranging from $100 to $25,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028643","page":"https://plannerfees.com/planners/triune-financial-partners-llc-152277/"},{"crd":327252,"name":"Triunity Financial Planning, LLC","city":"Edmond","state":"OK","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fixed fees are based on an estimate of the number of hours required to complete the plan at an hourly rate of $250.00 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018649","page":"https://plannerfees.com/planners/triunity-financial-planning-llc-327252/"},{"crd":292182,"name":"Trivium Point Advisory, LLC","city":"Wilton","state":"CT","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Such fee is negotiable and is based on an hourly rate of $250 to $500 per hour or an agreed-upon flat fee."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015332","page":"https://plannerfees.com/planners/trivium-point-advisory-llc-292182/"},{"crd":290962,"name":"Trott Brook Financial","city":"Anoka","state":"MN","fees":{"monthly":[250,500]},"sourceSentences":{"monthly":"ONGOING FINANCIAL PLANNING AND CONSULTING Trott Brook charges an ongoing monthly fee ranging from $250 - $500 per month based on complexity and unique Client needs."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042483","page":"https://plannerfees.com/planners/trott-brook-financial-290962/"},{"crd":343185,"name":"Trout Capital Management, LLC","city":"Jupiter","state":"FL","fees":{"flat":[500,3000]},"sourceSentences":{"flat":"Financial planning fees typically range from $500 to $3,000 per engagement or per year depending on the structure and scope of services."},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053971","page":"https://plannerfees.com/planners/trout-capital-management-llc-343185/"},{"crd":340577,"name":"Trovera Capital Management, LLC","city":"Northridge","state":"CA","fees":{"flat":[2500,5000]},"sourceSentences":{"flat":"- 4- Comprehensive Financial Plan Fees for a Comprehensive Financial Plan are offered based on a fixed fee ranging from $2,500 to $5,000, dependent upon the complexity of the client's assets and needs as documented in the Client's intake."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009716","page":"https://plannerfees.com/planners/trovera-capital-management-llc-340577/"},{"crd":310841,"name":"True Blue Financial, LLC","city":"Stevensville","state":"MI","fees":{"hourly":[200,200],"flat":[5000,5000]},"sourceSentences":{"hourly":"True Blue Financial charges either an hourly fee of $200.00 or a fixed fee not to exceed $5,000 for financial planning and consulting services.","flat":"True Blue Financial charges either an hourly fee of $200.00 or a fixed fee not to exceed $5,000 for financial planning and consulting services."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057588","page":"https://plannerfees.com/planners/true-blue-financial-llc-310841/"},{"crd":316790,"name":"True Equity Wealth Management LLC","city":"Nashville","state":"TN","fees":{"flat":[1500,1500],"monthly":[200,750],"quarterly":[600,2250]},"sourceSentences":{"flat":"Ongoing Financial Planning consists of an upfront charge of $1,500 and an ongoing fee that is paid in arrears, either monthly or quarterly.","monthly":"For clients paying monthly, the fee is $200-$750 per month.","quarterly":"For clients paying quarterly, the fee is $600-$2,250 per quarter."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004148","page":"https://plannerfees.com/planners/true-equity-wealth-management-llc-316790/"},{"crd":317770,"name":"True Fiduciary Financial Advisors, LLC","city":"Scottsdale","state":"AZ","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000."},"brochureDate":"3/2/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=750412","page":"https://plannerfees.com/planners/true-fiduciary-financial-advisors-llc-317770/"},{"crd":285850,"name":"True Financial Group","city":"Cedar Park","state":"TX","fees":{"flat":[500,2000]},"sourceSentences":{"flat":"Flat fees range from $500 to $2,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032549","page":"https://plannerfees.com/planners/true-financial-group-285850/"},{"crd":170330,"name":"True Horizon Wealth Advisors, LLC","city":"Malvern","state":"PA","fees":{"hourly":[250,250],"flat":[750,10000]},"sourceSentences":{"hourly":"Our hourly fee is $250.","flat":"Our flat fees generally range from $750 to $10,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021702","page":"https://plannerfees.com/planners/true-horizon-wealth-advisors-llc-170330/"},{"crd":298899,"name":"True Life Wealth Management, LLC","city":"Tampa","state":"FL","fees":{"hourly":[300,500],"flat":[1500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.","hourly":"The negotiated hourly fee for these services is between $300 and $500."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=528939","page":"https://plannerfees.com/planners/true-life-wealth-management-llc-298899/"},{"crd":287639,"name":"True North Advisory, LLC","city":"Bowie","state":"MD","fees":{"flat":[500,2500]},"sourceSentences":{"flat":"Fixed fees generally range from $500 to $2,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039539","page":"https://plannerfees.com/planners/true-north-advisory-llc-287639/"},{"crd":170555,"name":"True North Financial Planning, LLC","city":"South Burlington","state":"VT","fees":{"hourly":[325,325],"flat":[500,10000]},"sourceSentences":{"hourly":"Hourly fee services are offered based on an hourly fee of $325 per hour.","flat":"Fixed fee services are offered from $500 to $10,000 depending on the complexity of the 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$6,000 per engagement, but will vary based on the scope and complexity of financial planning services required."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017464","page":"https://plannerfees.com/planners/true-north-retirement-advisors-llc-290885/"},{"crd":333452,"name":"True North Wealth","city":"Parker City","state":"IN","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"flat":"Ongoing Financial Planning TNW collects an initial fee, ranging from $500 to $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"8/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056469","page":"https://plannerfees.com/planners/true-north-wealth-333452/"},{"crd":302020,"name":"True North Wealth Management, LLC","city":"Mesa","state":"AZ","fees":{"hourly":[100,200],"flat":[500,1500]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $1,500 depending on complexity and needs of the client.","hourly":"Financial Planning fee is an hourly rate between $100.00 and $200.00 per hour, depending on complexity."},"brochureDate":"2/21/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=747509","page":"https://plannerfees.com/planners/true-north-wealth-management-llc-302020/"},{"crd":336137,"name":"True Path Financial LLC","city":"Sarasota","state":"FL","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"AND CONSULTING True Path Financial charges a fixed fee between $500 and $5,000, based on complexity and unique Client needs for financial planning as outlined below."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057031","page":"https://plannerfees.com/planners/true-path-financial-llc-336137/"},{"crd":333004,"name":"True Riches Financial Planning","city":"Denver","state":"CO","fees":{"monthly":[960,3600],"annual":[6000,25000]},"sourceSentences":{"annual":"The annual fee ranges from $6,000 to $25,000.","monthly":"Fixed fee rates range between $960 to $3,600 per month."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051367","page":"https://plannerfees.com/planners/true-riches-financial-planning-333004/"},{"crd":310652,"name":"True Root Financial","city":"San Francisco","state":"CA","fees":{"hourly":[100,500],"flat":[1000,6000]},"sourceSentences":{"flat":"Fee for a One Time Plan or a Project-Based Service Clients can engage the services of True Root Financial LLC for a one-time financial plan or project for $1,000-$6,000, which is negotiable depending on the scope and complexity as well as the time and expertise required.","hourly":"Clients can engage the services of True Root Financial LLC on an hourly basis for a negotiated fee that generally ranges from $100 to $500 an hour."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014575","page":"https://plannerfees.com/planners/true-root-financial-310652/"},{"crd":287997,"name":"True Square Financial LLC","city":"Atlanta","state":"GA","fees":{"flat":[1000,5000],"monthly":[125,5000]},"sourceSentences":{"monthly":"We offer investment management services for a flat monthly fee between $125 - $5,000 per month, based on the complexity of the client’s situation.","flat":"We offer comprehensive financial planning services for an upfront charge of $1,000 - $5,000 plus an ongoing fee that is paid monthly or quarterly, in advance, at the rate between $250 - $5,000 month, based on the complexity of the client’s situation."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004373","page":"https://plannerfees.com/planners/true-square-financial-llc-287997/"},{"crd":130163,"name":"True Wave Financial Planners","city":"Sacramento","state":"CA","fees":{"hourly":[250,250],"flat":[1000,4500]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, not to exceed $250 per hour.","flat":"Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1,000 to $4,500, depending on the specific arrangement reached with the client."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055370","page":"https://plannerfees.com/planners/true-wave-financial-planners-130163/"},{"crd":143194,"name":"True Wealth Design, 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household."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031630","page":"https://plannerfees.com/planners/true-wealth-design-llc-143194/"},{"crd":332426,"name":"True Wealth Group","city":"Bend","state":"OR","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"The hourly rate for financial planning is $400."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027598","page":"https://plannerfees.com/planners/true-wealth-group-332426/"},{"crd":333443,"name":"True Wealth Retirement Partners, LLC","city":"Wyoming","state":"MI","fees":{"hourly":[500,500],"flat":[4800,4800],"monthly":[400,400]},"sourceSentences":{"flat":"Ongoing Financial Planning TWRP collects an initial fee of $4,800.","monthly":"After the first contract anniversary, we charge $400 monthly in arrears.","hourly":"Our hourly rate is $500."},"brochureDate":"7/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050558","page":"https://plannerfees.com/planners/true-wealth-retirement-partners-llc-333443/"},{"crd":305312,"name":"True Wealth Stewards","city":"Carmel","state":"IN","fees":{"hourly":[300,300],"flat":[250,25000],"annual":[3000,30000]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $250 to $25,000.","annual":"This upfront fee may be waived at the discretion of TWS. 8 Thereafter the Client will be charged an annual fee of $3,000 - $30,000, billed quarterly ($750 - $7,500) in arrears.","hourly":"Financial Planning engagements are offered at an hourly rate of $300 per hour, depending on complexity."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031312","page":"https://plannerfees.com/planners/true-wealth-stewards-305312/"},{"crd":309744,"name":"True Worth Financial Planning LLC","city":"Granite Bay","state":"CA","fees":{"hourly":[300,300],"flat":[750,5000],"monthly":[150,600]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $750 - $5,000 and an ongoing fee that is paid monthly, in advance, at the rate of $150 - $600 per month.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $750 - $5,000 and an ongoing fee that is paid monthly, in advance, at the rate of $150 - $600 per month.","hourly":"Financial Planning engagements are available at an hourly rate of $300."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003491","page":"https://plannerfees.com/planners/true-worth-financial-planning-llc-309744/"},{"crd":332005,"name":"Truehaven Capital","city":"Franklin","state":"TN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Financial Planning and Consulting Fee Schedule Hourly $200 per hour Fixed Fee Varies TrueHaven clients who do not desire to pay fees on the basis of a flat percentage of assets under management may select to pay advisory and/or consulting fees on the basis of an hourly rate or a fixed fee."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054661","page":"https://plannerfees.com/planners/truehaven-capital-332005/"},{"crd":141602,"name":"Trueman Brown","city":"Lake Zurich","state":"IL","fees":{"hourly":[300,300],"flat":[1500,8000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $1,500 to $8,000 on a fixed fee basis and/or $300 on an hourly basis.","hourly":"These fees are negotiable, but generally range from $1,500 to $8,000 on a fixed fee basis and/or $300 on an hourly basis."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026025","page":"https://plannerfees.com/planners/trueman-brown-141602/"},{"crd":334858,"name":"Truenorth Financial Planning","city":"Northborough","state":"MA","fees":{"hourly":[249,249]},"sourceSentences":{"hourly":"Hourly fees are set at $249 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024734","page":"https://plannerfees.com/planners/truenorth-financial-planning-334858/"},{"crd":142205,"name":"Truenorth Wealth","city":"Salt Lake City","state":"UT","fees":{"hourly":[1000,1000],"flat":[1000,5000]},"sourceSentences":{"hourly":"The Firm does complete financial plans as part of the investment advisory fee, and the Firm does have the flexibility to offer financial plans for a set fee and perform financial consulting work on an hourly basis (maximum hourly rate is $1,000).","flat":"The charge for a financial plan typically ranges from $1,000-$5,000, but may be more or less, depending on the nature and complexity of each client’s circumstances."},"brochureDate":"8/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055736","page":"https://plannerfees.com/planners/truenorth-wealth-142205/"},{"crd":321238,"name":"Truenorth Wealth & Impact, LLC","city":"Joplin","state":"MO","fees":{"annual":[25000,25000]},"sourceSentences":{"annual":"There is no minimum 11 fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $25,000 annually."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026799","page":"https://plannerfees.com/planners/truenorth-wealth-impact-llc-321238/"},{"crd":118273,"name":"Truenorth Wealth Advisors","city":"Seattle","state":"WA","fees":{"annual":[10000,10000]},"sourceSentences":{"annual":"Client engaging trueNorth for WAS are subject to a minimum Advisory Fee of $10,000 per year."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021298","page":"https://plannerfees.com/planners/truenorth-wealth-advisors-118273/"},{"crd":144118,"name":"Truepath Financial Planning","city":"Albuquerque","state":"NM","fees":{"hourly":[250,250],"flat":[250,250]},"sourceSentences":{"hourly":"The standard hourly rate is $250 per hour.","flat":"TruePath Financial Planning LLC computes the refund by adding up the number of project-hours already completed, multiplying that by $250, and subtracting that from the total prepaid amount."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042263","page":"https://plannerfees.com/planners/truepath-financial-planning-144118/"},{"crd":105664,"name":"Truepoint, Inc.","city":"Cincinnati","state":"OH","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"A one-time fee of $2,500 shall be charged to cover these services."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056559","page":"https://plannerfees.com/planners/truepoint-inc-105664/"},{"crd":336223,"name":"Truestar Financial Partners","city":"Mount Laurel Township","state":"NJ","fees":{"hourly":[100,100],"flat":[1600,2400],"annual":[2000,2000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,600 and $2,400. 4 After the initial year, TSFP will charge $2,000 per year, billed quarterly in arrears, for monitoring and follow up meetings.","annual":"The negotiated fixed rate for creating client financial plans is between $1,600 and $2,400. 4 After the initial year, TSFP will charge $2,000 per year, billed quarterly in arrears, for monitoring and follow up meetings.","hourly":"The negotiated hourly fee for these services is $100."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057665","page":"https://plannerfees.com/planners/truestar-financial-partners-336223/"},{"crd":306312,"name":"Truetide Wealth","city":"Lafayette","state":"CA","fees":{"hourly":[200,200],"flat":[500,10000],"quarterly":[1000,5000]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $10,000, depending on complexity and the needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate of $200 per hour.","quarterly":"Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing retainer fee that is paid quarterly, in advance, at the rate of $1,000-$5,000 per quarter."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048052","page":"https://plannerfees.com/planners/truetide-wealth-306312/"},{"crd":339522,"name":"Truevector Wealth Advisors","city":"Parker","state":"CO","fees":{"hourly":[300,300],"flat":[2000,10000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,000 to $10,000.","hourly":"Our hourly rate is $300."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003410","page":"https://plannerfees.com/planners/truevector-wealth-advisors-339522/"},{"crd":142080,"name":"Truewater Wealth","city":"Ponte Vedra Beach","state":"FL","fees":{"hourly":[200,200],"flat":[7500,7500],"annual":[350,750]},"sourceSentences":{"flat":"Financial plans are billed as a fixed fee, with a maximum charge of $7,500.","annual":"The fee for an annual update of the financial plan ranges from $350 to $750 annually.","hourly":"Time is calculated at the rate of $200 per hour multiplied by the number of hours spent on the services to the effective date of termination."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052352","page":"https://plannerfees.com/planners/truewater-wealth-142080/"},{"crd":316079,"name":"Truewealth Financial Partners","city":"Bellevue","state":"WA","fees":{"hourly":[150,350],"flat":[1000,4000]},"sourceSentences":{"hourly":"$150 to $350 Fixed Fee: $1,000 to $4,000 The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required.","flat":"$150 to $350 Fixed Fee: $1,000 to $4,000 The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042565","page":"https://plannerfees.com/planners/truewealth-financial-partners-316079/"},{"crd":327036,"name":"Truewealth Solutions","city":"Radnor","state":"PA","fees":{"flat":[1500,7000],"quarterly":[500,800]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 to $7,000.","quarterly":"Under this arrangement, TWS charges a fixed quarterly fee ranging from $500 to $700 per quarter for individuals and $600 to $800 per quarter for couples."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042025","page":"https://plannerfees.com/planners/truewealth-solutions-327036/"},{"crd":310549,"name":"Truly Prosper Financial Planning LLC","city":"Dublin","state":"OH","fees":{"hourly":[300,300],"flat":[2000,5000],"annual":[10000,25000]},"sourceSentences":{"annual":"Ongoing Financial Planning Services (without Investment Management Services) Truly Prosper charges a flat fee for ongoing financial planning services at the rate of $10,000 to $25,000 per year, paid quarterly in arrears.","flat":"The fixed fee can range between $2,000 and $5,000 depending on the complexity of the client’s situation.","hourly":"Based Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $300 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030719","page":"https://plannerfees.com/planners/truly-prosper-financial-planning-llc-310549/"},{"crd":322989,"name":"Truly Unbiased LLC","city":"Aliso Viejo","state":"CA","fees":{"hourly":[250,250],"monthly":[1500,3000]},"sourceSentences":{"monthly":"For the first three months the fee will be no more than $3,000 per month, subsequent months will be no more than $1,500 per month.","hourly":"BASED FEES Project based fee services are offered based on an hourly fee of $250 per hour."},"brochureDate":"9/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058463","page":"https://plannerfees.com/planners/truly-unbiased-llc-322989/"},{"crd":334752,"name":"Truman Wealth Advisors","city":"Columbia","state":"MO","fees":{"annual":[7500,7500]},"sourceSentences":{"annual":"The initial consultation starts at $1,500 and ongoing consulting services start at $7,500 annually and vary based on the scope and complexity of services."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028163","page":"https://plannerfees.com/planners/truman-wealth-advisors-334752/"},{"crd":107495,"name":"Trumbower Financial Advisors LLC","city":"Bethesda","state":"MD","fees":{"hourly":[295,775]},"sourceSentences":{"hourly":"Hourly rates may range from $295 to $775, depending on the Adviser representative’s level of experience."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015582","page":"https://plannerfees.com/planners/trumbower-financial-advisors-llc-107495/"},{"crd":310222,"name":"Trumix Advisors","city":"Bloomington","state":"MN","fees":{"hourly":[300,300],"monthly":[600,600],"annual":[2195,2195]},"sourceSentences":{"monthly":"The fee for Investment Management Services consists of an ongoing fee that is paid monthly, in arrears, starting at $600 per month, based on complexity and needs of the Client, and may be negotiable in certain cases.","hourly":"In certain circumstances, project-based financial plans may be billed at an hourly rate of $300 per hour.","annual":"For Plan sponsors, our fee includes the above described fee for each plan participant, in addition to an annual fee of $2,195, paid monthly in arrears by the Plan Sponsor."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020590","page":"https://plannerfees.com/planners/trumix-advisors-310222/"},{"crd":111308,"name":"Trunorth Financial Services, Inc.","city":"Chambersburg","state":"PA","fees":{"hourly":[250,250],"flat":[250,500]},"sourceSentences":{"flat":"Clients may pay a one-time initial set up fee that ranges from $250 to $500 dollars depending on the complexity of the account(s) that need to be transferred or established.","hourly":"Financial Planning and Consulting Service Fees: tFS’ financial planning and consulting fees range from $100 to $5,000 on a fixed fee basis, or a maximum rate of $250 per hour, depending upon the complexity of the plan and level of the services required by the planner, staff, IAR, and other professionals rendering…"},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023782","page":"https://plannerfees.com/planners/trunorth-financial-services-inc-111308/"},{"crd":336395,"name":"Trusted Path Wealth Management, LLC","city":"Santa Rosa","state":"CA","fees":{"hourly":[300,300],"flat":[3600,10500]},"sourceSentences":{"flat":"Fixed fee rates range between $3,600 and $10,500.","hourly":"Our hourly rate is $300."},"brochureDate":"5/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046636","page":"https://plannerfees.com/planners/trusted-path-wealth-management-llc-336395/"},{"crd":287985,"name":"Trusttree Financial LLC","city":"Huntersville","state":"NC","fees":{"hourly":[250,250],"flat":[750,10000],"monthly":[60,500]},"sourceSentences":{"flat":"The fixed fee can range between $750 and $10,000 and be charged upfront.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $250 per hour for work completed, and the client will be refunded the difference.","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in advance, at the rate of $60-$500 per month."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027027","page":"https://plannerfees.com/planners/trusttree-financial-llc-287985/"},{"crd":108426,"name":"Trustwell Financial Advisors, LLC","city":"Jacksonville","state":"FL","fees":{"hourly":[250,250],"flat":[600,10000]},"sourceSentences":{"flat":"As a fixed project fee (ranging from $600.00 to $10,000.00) As an hourly rate ($250.00 per hour) In every case, our fee is fully disclosed and the terms of the engagement are agreed to and documented in a written and signed financial planning agreement between the client and TrustWell before any work begins.","hourly":"As a fixed project fee (ranging from $600.00 to $10,000.00) As an hourly rate ($250.00 per hour) In every case, our fee is fully disclosed and the terms of the engagement are agreed to and documented in a written and signed financial planning agreement between the client and TrustWell before any work begins."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018484","page":"https://plannerfees.com/planners/trustwell-financial-advisors-llc-108426/"},{"crd":291297,"name":"Truvestments Capital LLC","city":"Sarasota","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Truvestments offers financial planning services at an hourly rate of $500 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026509","page":"https://plannerfees.com/planners/truvestments-capital-llc-291297/"},{"crd":331821,"name":"Truvize Financial Planning","city":"El Paso","state":"TX","fees":{"flat":[750,750],"annual":[5500,18000]},"sourceSentences":{"flat":"90 Minute Plan The negotiated fixed rate is $750.","annual":"The negotiated fixed rate for ongoing financial planning is between $5,500 and $18,000 annually."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020429","page":"https://plannerfees.com/planners/truvize-financial-planning-331821/"},{"crd":162292,"name":"Tryon Investments, LLC","city":"North Liberty","state":"IA","fees":{"flat":[299,2000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $299 and $2,000."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012254","page":"https://plannerfees.com/planners/tryon-investments-llc-162292/"},{"crd":170431,"name":"TS. Mitchell Financial, LLC.","city":"Columbia","state":"SC","fees":{"flat":[500,1500]},"sourceSentences":{"flat":"Fees (Fixed Rates) The fixed rate for creating client financial plans is between $500 and $1,500."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033757","page":"https://plannerfees.com/planners/ts-mitchell-financial-llc-170431/"},{"crd":151928,"name":"Tsai Wealth Management","city":"Pasadena","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees are $250 an hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027349","page":"https://plannerfees.com/planners/tsai-wealth-management-151928/"},{"crd":125209,"name":"TSW Wealth Management","city":"Framingham","state":"MA","fees":{"flat":[1900,5900]},"sourceSentences":{"flat":"Financial Planning and Consulting Services Financial planning engagements are typically offered on a fixed fee basis ranging from $1,900 to $5,900 and are negotiable."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019467","page":"https://plannerfees.com/planners/tsw-wealth-management-125209/"},{"crd":291856,"name":"Tubreauxs Wealth & Legacy Solutions","city":"Jasper","state":"TX","fees":{"hourly":[150,150],"flat":[275,1000]},"sourceSentences":{"hourly":"Financial Planning and Consulting Services are offered based on an hourly fee of $150 per hour.","flat":"Financial Planning and Services are offered based on a flat fee between $275 and $1,000."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999735","page":"https://plannerfees.com/planners/tubreauxs-wealth-legacy-solutions-291856/"},{"crd":174844,"name":"Tucker Asset Management LLC","city":"Littleton","state":"CO","fees":{"flat":[2000,10000]},"sourceSentences":{"flat":"The fixed fees range from $2,000 to $10,000."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014196","page":"https://plannerfees.com/planners/tucker-asset-management-llc-174844/"},{"crd":329354,"name":"Tucker Wealth Advisory","city":"Westfield","state":"NJ","fees":{"hourly":[325,325],"flat":[2000,7500]},"sourceSentences":{"flat":"Fixed fee rates range between $2,000 to $7,500.","hourly":"Our hourly rate is $325/hr."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016485","page":"https://plannerfees.com/planners/tucker-wealth-advisory-329354/"},{"crd":124177,"name":"Tuggle & Russell, L.L.C.","city":"Richardson","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial advice for clients who do not have assets under management are based on an hourly rate, subject to negotiation with the client, with the minimum hourly rate generally being $150."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056621","page":"https://plannerfees.com/planners/tuggle-russell-l-l-c-124177/"},{"crd":336306,"name":"Tulip Financial Planning LLC","city":"Harvest","state":"AL","fees":{"monthly":[500,1500]},"sourceSentences":{"monthly":"Tax planning engagements are billed between $500 and $1,500/month depending on the complexity of the tax situation, number of entities, and whether preparation is included."},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046977","page":"https://plannerfees.com/planners/tulip-financial-planning-llc-336306/"},{"crd":329872,"name":"Tuliptree Advisors","city":"Rye","state":"NY","fees":{"hourly":[1000,1000],"flat":[5000,5000]},"sourceSentences":{"flat":"Investment Management Services TTA charges a flat fee of $5,000 for investment management services up to client assets under management totaling $500,000.","hourly":"The maximum hourly rate for financial planning services is $1,000 per hour for Investment Adviser Representatives and $500 per hour for Support Staff. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide…"},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009888","page":"https://plannerfees.com/planners/tuliptree-advisors-329872/"},{"crd":112235,"name":"Tull Financial Group, Inc.","city":"Chesapeake","state":"VA","fees":{"hourly":[100,500],"flat":[2000,2000],"quarterly":[375,375]},"sourceSentences":{"flat":"The minimum fee charged for a Financial Plan is $2,000, which includes an Investment Proposal with the Plan.","quarterly":"From here, TFG directly bills a quarterly flat fee of $375 to the business for which Small Business Retirement Plan services are rendered.","hourly":"Hourly rates range from $100 to $500."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021123","page":"https://plannerfees.com/planners/tull-financial-group-inc-112235/"},{"crd":300443,"name":"Tumwater Wealth Management, LLC","city":"Boise","state":"ID","fees":{"annual":[3588,3588]},"sourceSentences":{"annual":"The rate for creating comprehensive client financial plans is $3,588 annually."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015272","page":"https://plannerfees.com/planners/tumwater-wealth-management-llc-300443/"},{"crd":134204,"name":"Turner Financial 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estimated…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033179","page":"https://plannerfees.com/planners/turner-financial-group-inc-134204/"},{"crd":301282,"name":"Turning Point Financial","city":"Frederick","state":"MD","fees":{"hourly":[350,3000],"flat":[500,10000],"annual":[5000,150000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans ranges from $500 and $10,000, depending on complexity of the scope of work, and is disclosed to the client in advance of providing services.","hourly":"The average rate for a standard financial plan is $3,000, or $350/hour.","annual":"Ongoing business consulting and accounting services range from $5,000 - $150,000 per year for full-service accounting support, and all arrangements are memorialized in a letter of engagement and quoted before services are 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and may be paid at the monthly rate of $150 per month.","hourly":"Our hourly rate is $200.","flat":"We charge a flat fee of $1,000 for our retirement planning package, which includes two meetings: one at the beginning of the engagement and one at the end of the engagement to present findings."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034216","page":"https://plannerfees.com/planners/turrentine-financial-services-llc-324448/"},{"crd":152256,"name":"Turtair Capital Advisors","city":"Zionsville","state":"IN","fees":{"flat":[3000,10000]},"sourceSentences":{"flat":"For financial planning, the Registrant's financial planning fees are negotiable, but generally range from $3,000 to $10,000 on a fixed fee basis, depending on the level and type and scope of the planning services, as well as the professional rendering the financial planning and/or the consulting services."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004328","page":"https://plannerfees.com/planners/turtair-capital-advisors-152256/"},{"crd":300005,"name":"Tusker Wealth Management, LLC","city":"Mckinney","state":"TX","fees":{"annual":[499,699]},"sourceSentences":{"annual":"1st Year Fees Subsequent Annual Fees** Single (W-2 wages only) $699 $499 Married;"},"brochureDate":"12/8/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=922078","page":"https://plannerfees.com/planners/tusker-wealth-management-llc-300005/"},{"crd":338406,"name":"Tuttle Wealth Partners LLC","city":"Brookhaven","state":"GA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"The maximum fee for arrangements charged at an hourly rate is $300 per 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$500."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019672","page":"https://plannerfees.com/planners/tweet-management-services-inc-156730/"},{"crd":130239,"name":"Twele Capital Management, Inc.","city":"Minnetonka","state":"MN","fees":{"hourly":[200,500]},"sourceSentences":{"hourly":"The hourly fees will range from $200 - $500 depending on the circumstances."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000261","page":"https://plannerfees.com/planners/twele-capital-management-inc-130239/"},{"crd":297748,"name":"Twelve Two Capital LLC","city":"Brooklyn","state":"NY","fees":{"hourly":[250,400],"flat":[400,5000]},"sourceSentences":{"flat":"The fixed fee can range between $400 and $5,000 depending on complexity.","hourly":"If mutually agreed upon, instead of a fixed fee, Financial Planning can also be billed at an hourly rate between $250 and $400 per hour, depending on complexity."},"brochureDate":"3/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023153","page":"https://plannerfees.com/planners/twelve-two-capital-llc-297748/"},{"crd":125690,"name":"Twenty-First Century Financial Advisors Inc","city":"Stuart","state":"FL","fees":{"flat":[1500,3000]},"sourceSentences":{"flat":"Financial Planning fees will be charged as a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client's circumstances."},"brochureDate":"2/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005503","page":"https://plannerfees.com/planners/twenty-first-century-financial-advisors-inc-125690/"},{"crd":157396,"name":"Twight Financial Education, LLC","city":"Edmonds","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees for one-time nancial planning services are billed at an hourly rate of $200 per hour with a minimum fee of one hour ($200)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=996365","page":"https://plannerfees.com/planners/twight-financial-education-llc-157396/"},{"crd":286372,"name":"Twin Cities Wealth Strategies, Inc.","city":"Maple Grove","state":"MN","fees":{"hourly":[350,350],"monthly":[299,399]},"sourceSentences":{"monthly":"The ongoing fee is paid monthly, in advance, starting at a base rate of $299 a month for individuals and $399 a month for couples.","hourly":"The Financial Planning fee is an hourly rate of $350.00 per hour."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051090","page":"https://plannerfees.com/planners/twin-cities-wealth-strategies-inc-286372/"},{"crd":140522,"name":"Twin Focus Capital 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$150/hr."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023443","page":"https://plannerfees.com/planners/twin-peaks-wealth-management-llc-165044/"},{"crd":305773,"name":"Twin Rivers Wealth Management","city":"Sacramento","state":"CA","fees":{"hourly":[125,350],"monthly":[100,1000]},"sourceSentences":{"monthly":"Financial planning fees are charged in advance on a monthly basis and range from $100.00 to $1,000.00 a month depending on the complexity.","hourly":"Occasionally, under special circumstances, we may provide one-time financial planning varying from $125.00 to $350 an hour depending on the complexity and number of investment adviser representatives involved."},"brochureDate":"7/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053292","page":"https://plannerfees.com/planners/twin-rivers-wealth-management-305773/"},{"crd":329990,"name":"Twin Robins Capital","city":"Kansas City","state":"MO","fees":{"flat":[750,750]},"sourceSentences":{"flat":"We do not ever charge both fees simultaneously. 9 Financial Planning TRC collects an initial fee, no greater than $750."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058433","page":"https://plannerfees.com/planners/twin-robins-capital-329990/"},{"crd":136059,"name":"Twin Tiers Consulting, LLC","city":"Painted Post","state":"NY","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"Fees for TTC's consulting services will be charged as a fixed fee, typically ranging from $500 to $5,000, depending on the nature and complexity of each Client's 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the fixed fee program (Navigator Premium)."},"brochureDate":"4/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042814","page":"https://plannerfees.com/planners/two-pillars-asset-management-300859/"},{"crd":332553,"name":"Two Trails Financial Planning","city":"Oak Park","state":"IL","fees":{"hourly":[350,350],"flat":[3000,17000],"annual":[5000,20000]},"sourceSentences":{"annual":"We charge a recurring annual fixed fee for our Summit Wealth service ranging from $5,000 to $20,000.","flat":"Fixed fee rates range from $3,000 to $17,000.","hourly":"Our hourly rate is $350."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042236","page":"https://plannerfees.com/planners/two-trails-financial-planning-332553/"},{"crd":329989,"name":"Twoten Planning, 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in arrears at no more than the rate of $199 per month."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033147","page":"https://plannerfees.com/planners/ty-rollins-inc-321753/"},{"crd":340011,"name":"Tyler Street Capital","city":"Plymouth","state":"MA","fees":{"hourly":[250,375],"flat":[5000,15000]},"sourceSentences":{"flat":"The Registrant’s planning and consulting fee shall generally range from $5,000 to $15,000 on a fixed fee basis or from $250 to $375 on an hourly rate basis.","hourly":"The Registrant’s planning and consulting fee shall generally range from $5,000 to $15,000 on a fixed fee basis or from $250 to $375 on an hourly rate basis."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047517","page":"https://plannerfees.com/planners/tyler-street-capital-340011/"},{"crd":163581,"name":"Tyndale Investments, 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Advisors, Inc.","city":"Arlington","state":"VA","fees":{"hourly":[175,175],"flat":[2000,2000]},"sourceSentences":{"hourly":"Financial Planning, Hourly Financial Consulting, Educational Seminars and Workshops Financial planning and hourly financial consulting services are billed at the rate of $175 per hour for all work performed.","flat":"Typically, the minimum cost for a comprehensive financial plan is $2,000."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005821","page":"https://plannerfees.com/planners/u-s-advisors-inc-117401/"},{"crd":311577,"name":"Ubequity Wealth Management, LLC","city":"Round Rock","state":"TX","fees":{"hourly":[300,300],"flat":[3600,20000],"monthly":[100,2000]},"sourceSentences":{"flat":"Ongoing Financial Planning consists of an upfront charge of $3,600 - $20,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $2,000 per month.","monthly":"Ongoing Financial Planning consists of an upfront charge of $3,600 - $20,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $2,000 per month.","hourly":"Financial Planning engagements are offered at an hourly rate of $300 per hour (2 hour minimum)."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022995","page":"https://plannerfees.com/planners/ubequity-wealth-management-llc-311577/"},{"crd":313473,"name":"Uisonet","city":"Moore","state":"OK","fees":{"flat":[200,5000]},"sourceSentences":{"flat":"Fixed fees can range from $200 to $5,000 or more, and are based on the complexity of the work required."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021603","page":"https://plannerfees.com/planners/uisonet-313473/"},{"crd":319222,"name":"Ulmer 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are generally offered on a fixed fee basis, which range from $1,800 depending on the complexity of the plan and the client's financial situation. to $10,000 Hourly fees for financial planning services are billed at the completion of the engagement."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010207","page":"https://plannerfees.com/planners/upbeat-financial-312754/"},{"crd":314880,"name":"Upbeat Wealth","city":"New Orleans","state":"LA","fees":{"hourly":[250,250],"flat":[750,7500],"quarterly":[300,300]},"sourceSentences":{"quarterly":"When complexity warrants a higher fee such as clients operating as solopreneurs or requiring assistance with equity compensation and/or real estate, Upbeat Wealth will provide these services for an additional $300 per quarter.","flat":"The fixed fee can range from $750 – $7,500, depending on the complexity and needs of the client.","hourly":"The hourly fee basis is 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Premium Plan $25,000 Pension Consulting Services Fees VPI offers ongoing consulting services to pension or other employee benefit plans (including but not limited to 401(k) plans)."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025661","page":"https://plannerfees.com/planners/vanderpol-investments-l-l-c-168174/"},{"crd":338232,"name":"Vanik Capital LLC","city":"Lagrangeville","state":"NY","fees":{"hourly":[400,400],"flat":[20000,20000]},"sourceSentences":{"flat":"Ongoing Financial Planning VC collects an initial fee, no greater than $20,000.","hourly":"Our hourly rate is $400."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045099","page":"https://plannerfees.com/planners/vanik-capital-llc-338232/"},{"crd":174239,"name":"Vann Equity Management 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$250."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025325","page":"https://plannerfees.com/planners/vector-financial-services-llc-156125/"},{"crd":341471,"name":"Vector7 Capital","city":"Chicago","state":"IL","fees":{"hourly":[200,200],"flat":[500,500],"annual":[2000,2000]},"sourceSentences":{"annual":"For households whose calculated fee under the schedule above is less than the $2,000 annual minimum, the minimum fee applies, which may result in an effective fee rate higher than the stated tier rate.","flat":"Financial Wellness Session — Vector7 Capital offers a discrete financial planning consultation, the Financial Wellness Session, for a flat fee of $500.","hourly":"Vector7 Capital provides certain services on an hourly-fee basis at a rate of $200 per 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services."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059899","page":"https://plannerfees.com/planners/velaga-advisors-329122/"},{"crd":340592,"name":"Velaris Wealth Management","city":"Orlando","state":"FL","fees":{"annual":[800,800]},"sourceSentences":{"annual":"Investment Education Services 7 Velaris Wealth Management Disclosure Brochure The subscription investment education services fee is an annual fee of $800 paid in advance."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057064","page":"https://plannerfees.com/planners/velaris-wealth-management-340592/"},{"crd":283370,"name":"Velev Advisors","city":"Los Angeles","state":"CA","fees":{"hourly":[150,300],"flat":[500,5000]},"sourceSentences":{"flat":"Fixed fee, typically ranging from $500 to $5000, depending on the complexity and the scope of the engagement, or On an hourly basis, from $150 to $300 per hour.","hourly":"Fixed fee, typically ranging from $500 to $5000, depending on the complexity and the scope of the engagement, or On an hourly basis, from $150 to $300 per hour."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003507","page":"https://plannerfees.com/planners/velev-advisors-283370/"},{"crd":332371,"name":"Venables Financial Solutions","city":"Rock Hill","state":"SC","fees":{"hourly":[350,350],"flat":[1250,1250],"monthly":[175,300]},"sourceSentences":{"flat":"Ongoing Financial Planning VFS collects an initial fee, no greater than $1,250 for individuals and $2,000 for couples.","monthly":"Fees are paid monthly in arrears, ranging from $175 to $250 per month for individuals, and $225 to $300 per month for couples.","hourly":"Hourly fee rates are $350 per hour of work."},"brochureDate":"1/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001465","page":"https://plannerfees.com/planners/venables-financial-solutions-332371/"},{"crd":327856,"name":"Venado Investment Advisors LLC","city":"Westlake Village","state":"CA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"VIA charges a hourly fee of $400 per hour for financial planning."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010644","page":"https://plannerfees.com/planners/venado-investment-advisors-llc-327856/"},{"crd":342014,"name":"Veneroso Wealth Management","city":"Woodbury","state":"NY","fees":{"hourly":[1000,1000]},"sourceSentences":{"hourly":"Hourly fee services are offered on an hourly fee of $1000 per hour but this is negotiable."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045931","page":"https://plannerfees.com/planners/veneroso-wealth-management-342014/"},{"crd":129865,"name":"Venn Wealth & Benefit Services, LLC","city":"Altoona","state":"PA","fees":{"flat":[1000,2500]},"sourceSentences":{"flat":"Financial planning engagements typically range from $1,000 to $2,500, depending upon the complexity of the arrangement."},"brochureDate":"5/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044986","page":"https://plannerfees.com/planners/venn-wealth-benefit-services-llc-129865/"},{"crd":298631,"name":"Ventoux Financial Advisors, LLC","city":"Chicago","state":"IL","fees":{"hourly":[400,400],"flat":[15000,15000]},"sourceSentences":{"hourly":"Financial Planning fees are charged on a flat fee or hourly rate basis (current rate $400/Hour) up to a maximum of no more than $15,000 for a complete financial plan.","flat":"Financial Planning fees are charged on a flat fee or hourly rate basis (current rate $400/Hour) up to a maximum of no more than $15,000 for a complete financial plan."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004010","page":"https://plannerfees.com/planners/ventoux-financial-advisors-llc-298631/"},{"crd":132040,"name":"Ventura Advisors","city":"Woodland Hills","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Follow-on implementation work is billed separately at the rate of $300 per hour."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057815","page":"https://plannerfees.com/planners/ventura-advisors-132040/"},{"crd":152301,"name":"Ventura Wealth 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client."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=974394","page":"https://plannerfees.com/planners/ventus-wealth-management-312277/"},{"crd":333522,"name":"Vera Wealth LLC","city":"Pasadena","state":"CA","fees":{"hourly":[250,250],"flat":[1000,3000]},"sourceSentences":{"flat":"For our Financial Planning Services, we typically charge a fixed fee for ongoing engagements, ranging from $1,000 to $3,000, or an hourly rate of $250 for project-based engagements, depending on the complexity of your financial situation.","hourly":"For our Financial Planning Services, we typically charge a fixed fee for ongoing engagements, ranging from $1,000 to $3,000, or an hourly rate of $250 for project-based engagements, depending on the complexity of your financial situation."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007144","page":"https://plannerfees.com/planners/vera-wealth-llc-333522/"},{"crd":334887,"name":"Vera-Cpa, Inc.","city":"Lords Valley","state":"PA","fees":{"hourly":[250,250],"flat":[250,250],"annual":[750,750]},"sourceSentences":{"flat":"The hourly rate for limited scope financial planning engagements is $250.","annual":"The minimum fee is $750 per year.","hourly":"Agreement – The annual fee for a Retainer Agreement is $250 per hour calculated based on the expected scope of the effort and is negotiable."},"brochureDate":"4/9/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=974282","page":"https://plannerfees.com/planners/vera-cpa-inc-334887/"},{"crd":330540,"name":"Verab Financial Advisory 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$500 per month, depending on the number of advisors involved and their experience with 401(k) plans."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051179","page":"https://plannerfees.com/planners/verde-capital-management-inc-147179/"},{"crd":288512,"name":"Verdence Capital Advisors, LLC","city":"Hunt Valley","state":"MD","fees":{"hourly":[250,500],"flat":[5000,100000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable but generally range from $5,000 to $100,000 on a fixed fee basis, and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable but generally range from $5,000 to $100,000 on a fixed fee basis, and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046081","page":"https://plannerfees.com/planners/verdence-capital-advisors-llc-288512/"},{"crd":326847,"name":"Verdura Wealth Management, LLC","city":"Novi","state":"MI","fees":{"hourly":[250,250],"flat":[500,500],"quarterly":[1250,1250]},"sourceSentences":{"flat":"The flat fee will be billed either $500 in advance at the time of engagement with an additional $2,000 in arrears after six months and $2,500 semi-annually in arrears thereafter or $1,250 quarterly in advance.","quarterly":"The flat fee will be billed either $500 in advance at the time of engagement with an additional $2,000 in arrears after six months and $2,500 semi-annually in arrears thereafter or $1,250 quarterly in advance.","hourly":"Services are offered based on an hourly fee of $250 per 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hour."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013605","page":"https://plannerfees.com/planners/vergepointe-wealth-management-llc-151425/"},{"crd":329666,"name":"Veridan Wealth","city":"West Linn","state":"OR","fees":{"hourly":[500,500],"flat":[500,25000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $500.","flat":"Flat fees range from $500 to $25,000."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050953","page":"https://plannerfees.com/planners/veridan-wealth-329666/"},{"crd":314290,"name":"Veridian Capital Partners","city":"Frederick","state":"MD","fees":{"hourly":[400,400],"flat":[500,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $400.","flat":"Flat fees range from $500 to $10,000."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021802","page":"https://plannerfees.com/planners/veridian-capital-partners-314290/"},{"crd":324217,"name":"Veridos Capital LLC","city":"Tamarac","state":"FL","fees":{"hourly":[250,250],"flat":[4000,4000]},"sourceSentences":{"flat":"Plans with assets less than $750,000 will be charged a flat fee of $4,000.","hourly":"We will charge an hourly fee for financial planning services of $250 an hour if not part of the comprehensive planning process or asset management."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047578","page":"https://plannerfees.com/planners/veridos-capital-llc-324217/"},{"crd":341678,"name":"Verify Wealth","city":"Middleton","state":"ID","fees":{"hourly":[400,400],"flat":[5000,5000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial 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depending on the nature and complexity of each client’s circumstances, or On an hourly basis of up to $350 per hour."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051748","page":"https://plannerfees.com/planners/veritas-wealth-management-341084/"},{"crd":168215,"name":"Vermillion & White Wealth Management Group","city":"Phoenixville","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Financial planning services and certain non-discretionary investment advisory services may be offered at a fee of $250.00 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034388","page":"https://plannerfees.com/planners/vermillion-white-wealth-management-group-168215/"},{"crd":119239,"name":"Vermillion Financial Advisors, Inc.","city":"South 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planning fee of $2,500, due upon delivery of the initial financial plan, and an ongoing annual review fee of $500, due after the annual review meeting."},"brochureDate":"5/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045776","page":"https://plannerfees.com/planners/vermillion-private-wealth-309240/"},{"crd":281978,"name":"Vermillion Wealth Management Inc.","city":"Rosemount","state":"MN","fees":{"flat":[1000,5000],"quarterly":[200,1000],"annual":[2000,8000]},"sourceSentences":{"annual":"The annual fees are a fixed fee between $2,000 and $8,000.","flat":"Services are offered based on a flat fee between $1,000 and $5,000.","quarterly":"Check – to be remitted by Client to VWM ONGOING FINANCIAL PLANNING FEES Ongoing financial planning services are offered for a quarterly fixed fee of $200 - $1000 for ongoing financial advice."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048888","page":"https://plannerfees.com/planners/vermillion-wealth-management-inc-281978/"},{"crd":166587,"name":"Vernal Point Advisors, LLC","city":"San Francisco","state":"CA","fees":{"hourly":[250,1000]},"sourceSentences":{"hourly":"The current hourly billing rate for the services requested 6 Vernal Point Advisors, LLC Form ADV Part 2A is $250 to $1000 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038431","page":"https://plannerfees.com/planners/vernal-point-advisors-llc-166587/"},{"crd":117666,"name":"Vernon Management Group, Incorporated","city":"Richm0nd","state":"VA","fees":{"hourly":[250,250],"flat":[500,15000],"monthly":[1000,1000]},"sourceSentences":{"flat":"Fees for financial planning services will range from $500 to $15,000, with a minimum fee of $500.","hourly":"Fees for consultations are charged a minimum of $250 per hour.","monthly":"The Firm will charge a minimum monthly fee of $1,000 for this service."},"brochureDate":"4/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040609","page":"https://plannerfees.com/planners/vernon-management-group-incorporated-117666/"},{"crd":297528,"name":"Versai Wealth Management LLC","city":"Cedar Park","state":"TX","fees":{"hourly":[272,272]},"sourceSentences":{"hourly":"Ramirez provided historical, hourly project-based consulting under this framework from July 2021 through May 2025 (totaling 698 approved hours at $272 per hour)."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058150","page":"https://plannerfees.com/planners/versai-wealth-management-llc-297528/"},{"crd":127011,"name":"Versailles Financial, LLC","city":"Blairsville","state":"GA","fees":{"hourly":[250,250],"annual":[3500,3500]},"sourceSentences":{"hourly":"Additional implementation work is billed separately at a rate of $250 per hour.","annual":"The minimum annual fee for the agreements is $3,500.​ ​ Agreements may not be assigned without client consent. ​ REGULATORY INFORMATION Versailles Financial is a registered investment advisor registered with the Georgia Secretary of State."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003981","page":"https://plannerfees.com/planners/versailles-financial-llc-127011/"},{"crd":338270,"name":"Versalife Advisors","city":"Jamaica","state":"NY","fees":{"monthly":[75,75],"quarterly":[225,225]},"sourceSentences":{"monthly":"Retail Clients – Flat Fee (Quarterly in Arrears) Retail clients are billed $75 each month, billed at the end of the quarter (typically $225 per quarter).","quarterly":"Retail Clients – Flat Fee (Quarterly in Arrears) Retail clients are billed $75 each month, billed at the end of the quarter (typically $225 per quarter)."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055894","page":"https://plannerfees.com/planners/versalife-advisors-338270/"},{"crd":131692,"name":"Versant Capital Management, Inc.","city":"Phoenix","state":"AZ","fees":{"hourly":[400,800]},"sourceSentences":{"hourly":"Versant’s planning and consulting fees are negotiable but generally range from $400 to $800 on an hourly rate basis, depending on the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036160","page":"https://plannerfees.com/planners/versant-capital-management-inc-131692/"},{"crd":151568,"name":"Verus Capital Partners, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[500,500],"flat":[5000,5000],"annual":[5000,5000]},"sourceSentences":{"flat":"The fixed fee will not exceed $5,000.","hourly":"We generally charge an hourly fee of no more than $500/hour and/or fixed fee generally within the range of $500 to $5,000, which may be negotiable in certain circumstances, depending upon the level and scope of these services.","annual":"Ongoing Consultations Fixed fees are charged for this service and are generally not less than $5,000 annually, payable quarterly in advance."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037827","page":"https://plannerfees.com/planners/verus-capital-partners-llc-151568/"},{"crd":315153,"name":"Verus Financial Group","city":"Sugar Land","state":"TX","fees":{"hourly":[200,400],"flat":[600,25000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $600 and $25,000.","hourly":"The hourly fee for these services is between $200 and $400."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014824","page":"https://plannerfees.com/planners/verus-financial-group-315153/"},{"crd":323130,"name":"Verus Wealth Management","city":"De Pere","state":"WI","fees":{"flat":[4000,10000],"annual":[6000,6000]},"sourceSentences":{"annual":"Regardless of the fee calculation described above, the minimum quarterly advisory fee shall be $1,500 (i.e., $6,000 annual fee  4).","flat":"Fixed fee rates range between $4,000 to $10,000."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053503","page":"https://plannerfees.com/planners/verus-wealth-management-323130/"},{"crd":141804,"name":"Vesta 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$500."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026724","page":"https://plannerfees.com/planners/vested-legacy-wealth-management-l-p-174462/"},{"crd":281862,"name":"Vested Partners: a Multi-Family Office","city":"Salem","state":"VA","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Flat one-time fee of $1,500. 2."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=878982","page":"https://plannerfees.com/planners/vested-partners-a-multi-family-office-281862/"},{"crd":306992,"name":"Vesteer Wealth Management, LLC","city":"Charlottesville","state":"VA","fees":{"flat":[4000,5000]},"sourceSentences":{"flat":"Financial planning services are offered based on a flat fee between $4,000 and $5,000."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055382","page":"https://plannerfees.com/planners/vesteer-wealth-management-llc-306992/"},{"crd":339140,"name":"Vestted Wealth Advisors","city":"New Braunfels","state":"TX","fees":{"hourly":[300,500],"flat":[10000,20000],"quarterly":[1500,5000]},"sourceSentences":{"hourly":"Hourly fees range from $300 to $500 per hour, depending on the complexity of the client’s needs, the required expertise, and the nature of the engagement.","quarterly":"For ongoing financial planning or advisory engagements, the ADVISER may charge a flat retainer fee, which typically ranges from $1,500 to $5,000 per quarter, depending on the breadth of services provided.","flat":"A fixed fee, typically ranging from $10,000 to $20,000, is charged based on the nature, scope, and complexity of the 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$195."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009391","page":"https://plannerfees.com/planners/veterinary-financial-group-llc-311543/"},{"crd":343621,"name":"Vetoshko Wealth Management","city":"North Port","state":"FL","fees":{"hourly":[225,225],"flat":[100,3000],"annual":[3000,3000]},"sourceSentences":{"annual":"Upon the delivery of the initial financial plan, VWM will charge an ongoing fixed fee of a minimum $3,000 annually.","flat":"Fixed fee rates range between $100 to $3,000.","hourly":"Our hourly rate is $225."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054203","page":"https://plannerfees.com/planners/vetoshko-wealth-management-343621/"},{"crd":307007,"name":"Vetworth","city":"Peachtree City","state":"GA","fees":{"flat":[750,2000]},"sourceSentences":{"flat":"Our Comprehensive Financial Planning Package, which includes both investment management and ongoing comprehensive financial planning, may consist of an upfront fee of between $750-$2,000, at the discretion of the advisor, followed by an annual fixed-fee, paid either monthly or quarterly."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001221","page":"https://plannerfees.com/planners/vetworth-307007/"},{"crd":287580,"name":"VG Financial Consulting, LLC","city":"Lafayette","state":"CA","fees":{"hourly":[300,300],"annual":[1200,1200]},"sourceSentences":{"hourly":"A La Carte Services VGFC charges clients on an hourly basis, at the rate of $300/hour, with a five (5) hour minimum, or $1,500.","annual":"Option 2 (Quarterly): $1,200/year Clients will be emailed an invoice for $300 every three (3) months, beginning the month of the anniversary date of their Client Agreement."},"brochureDate":"3/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=869892","page":"https://plannerfees.com/planners/vg-financial-consulting-llc-287580/"},{"crd":333842,"name":"Viaquest Advisors LLC","city":"Houston","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"We charge an hourly fee of $200.00 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025213","page":"https://plannerfees.com/planners/viaquest-advisors-llc-333842/"},{"crd":343209,"name":"Vibrance Wealth Management LLC","city":"Cupertino","state":"CA","fees":{"hourly":[250,250],"flat":[4000,20000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour.","flat":"Services are offered based on a flat fee between $4,000- $20,000."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054668","page":"https://plannerfees.com/planners/vibrance-wealth-management-llc-343209/"},{"crd":293068,"name":"Vibrant Wealth","city":"Chandler","state":"AZ","fees":{"monthly":[25,50]},"sourceSentences":{"monthly":"Fees for financial coaching are between $25 and $50 per month, paid at the beginning of each month."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001954","page":"https://plannerfees.com/planners/vibrant-wealth-293068/"},{"crd":324604,"name":"Victor Jones CPA, PC","city":"Seattle","state":"WA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"VICTOR JONES CPA, P.C., hourly rate is $350.00 per hour."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046321","page":"https://plannerfees.com/planners/victor-jones-cpa-pc-324604/"},{"crd":324943,"name":"Victory Financial","city":"Austin","state":"TX","fees":{"flat":[500,50000],"quarterly":[5000,5000]},"sourceSentences":{"flat":"We provide comprehensive financial planning services for a negotiable fixed fee ranging between $500 and $50,000 per plan, based upon the nature and complexity of the client’s circumstances as well as the services requested.","quarterly":"Fees shall be negotiable up to a maximum rate of $5,000 per quarter, which shall be paid in advance."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030985","page":"https://plannerfees.com/planners/victory-financial-324943/"},{"crd":291184,"name":"Victory Financial Services 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$50,000."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060070","page":"https://plannerfees.com/planners/victory-wealth-services-llc-290270/"},{"crd":167517,"name":"Victrix Investment Advisors","city":"Stuart","state":"FL","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND RETIREMENT PLAN CONSULTING Financial planning and Retirement Plan consulting services are offered based on an hourly rate of $250."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056392","page":"https://plannerfees.com/planners/victrix-investment-advisors-167517/"},{"crd":342307,"name":"Victus Wealth Management","city":"Enola","state":"PA","fees":{"monthly":[300,1000]},"sourceSentences":{"monthly":"The monthly fee generally ranges from $300 to $1000 per month, depending upon the scope and complexity of the services to be provided, the client’s financial circumstances, and the anticipated time and resources required to service the engagement."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059018","page":"https://plannerfees.com/planners/victus-wealth-management-342307/"},{"crd":140824,"name":"Vida Wealth Partners, Inc.","city":"Santa Barbara","state":"CA","fees":{"hourly":[1100,1100]},"sourceSentences":{"hourly":"All fees are agreed upon prior to entering into a contract with any client. 8|Page Our Financial Planning fees are calculated and charged on an hourly basis, currently $1100 per hour."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027316","page":"https://plannerfees.com/planners/vida-wealth-partners-inc-140824/"},{"crd":332886,"name":"Vidal Wealth 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$395."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041309","page":"https://plannerfees.com/planners/vidarrow-investment-advisors-331441/"},{"crd":299725,"name":"Vienna Asset Management LLC","city":"Saratoga","state":"CA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $500 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036899","page":"https://plannerfees.com/planners/vienna-asset-management-llc-299725/"},{"crd":330291,"name":"Viento Financial Group, LLC","city":"Hood River","state":"OR","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The negotiable hourly fee for these engagements is $200 / hr. payable by check in arrears at completion of work."},"brochureDate":"3/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023142","page":"https://plannerfees.com/planners/viento-financial-group-llc-330291/"},{"crd":305164,"name":"Viewpoint Advisory, LLC","city":"Meridian","state":"ID","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Clients without manageable assets who engage advisor solely for a financial plan are charged at a rate of $2,500 per financial plan."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009638","page":"https://plannerfees.com/planners/viewpoint-advisory-llc-305164/"},{"crd":299619,"name":"Vigil Wealth Management, LLC","city":"Ponte Vedra Beach","state":"FL","fees":{"hourly":[200,200],"flat":[5000,5000]},"sourceSentences":{"hourly":"Hourly fees are charged at $200 per hour.","flat":"Fixed fees are charged at 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initial fee, no greater than $10,000."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015564","page":"https://plannerfees.com/planners/ville-wealth-management-334882/"},{"crd":332759,"name":"Vincent Wealth Advisors LLC","city":"Norwell","state":"MA","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"All Clients will be charged a minimum annual fee of $2,500."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015846","page":"https://plannerfees.com/planners/vincent-wealth-advisors-llc-332759/"},{"crd":321865,"name":"Vincimus Capital, LLC","city":"Malibu","state":"CA","fees":{"hourly":[250,500],"flat":[5000,50000]},"sourceSentences":{"flat":"These investment consulting fees are negotiable, but generally range from $5,000 to $50,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.","hourly":"These investment consulting fees are negotiable, but generally range from $5,000 to $50,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034668","page":"https://plannerfees.com/planners/vincimus-capital-llc-321865/"},{"crd":341633,"name":"Vindex Capital Management, LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[400,400],"quarterly":[11250,11250],"annual":[1000,20000]},"sourceSentences":{"quarterly":"This fee would generally be billed quarterly in advance, resulting in a quarterly fee of $11,250.","hourly":"The hourly rate will not exceed $400 per hour.","annual":"Generally, rates range from $1,000 – $20,000 per 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is $375."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021294","page":"https://plannerfees.com/planners/vip-wealth-advisors-335528/"},{"crd":339464,"name":"Virescent Financial LLC","city":"Houston","state":"TX","fees":{"hourly":[175,175],"flat":[500,3000],"monthly":[175,250]},"sourceSentences":{"flat":"The one-time charge ranges from $500 to $3,000 and is paid upon delivery of the initial financial plan.","monthly":"The ongoing fee is paid monthly, in arrears, at the rate of $175-$250 per month.","hourly":"Our hourly rate is $175 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016895","page":"https://plannerfees.com/planners/virescent-financial-llc-339464/"},{"crd":304882,"name":"Virgil Wealth Advisory","city":"Cincinnati","state":"OH","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Estate 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consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006922","page":"https://plannerfees.com/planners/virginia-wealth-management-group-inc-311248/"},{"crd":327136,"name":"Virtual Investment Planning LLC","city":"Clayton","state":"MO","fees":{"hourly":[250,250],"flat":[250,2000],"quarterly":[50,1000]},"sourceSentences":{"hourly":"(816) 490-0048 Financial Planning Services VIP offers standalone financial planning services at an hourly rate of $250 or fixed engagement fee ranging from $250 to $2,000 per engagement.","flat":"(816) 490-0048 Financial Planning Services VIP offers standalone financial planning services at an hourly rate of $250 or fixed engagement fee ranging from $250 to $2,000 per engagement.","quarterly":"VIP also offers ongoing financial planning services for a quarterly fee of $50 to $1,000."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052812","page":"https://plannerfees.com/planners/virtual-investment-planning-llc-327136/"},{"crd":323082,"name":"Virtual Tax Planners","city":"Wyoming","state":"PA","fees":{"flat":[5000,20000],"monthly":[200,1500]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears at a rate of $200 - $1,500 per month.","flat":"Fixed fee rates range between $5,000 and $20,000."},"brochureDate":"6/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047326","page":"https://plannerfees.com/planners/virtual-tax-planners-323082/"},{"crd":167816,"name":"Virtue Capital Management, LLC","city":"Brentwood","state":"TN","fees":{"flat":[1000,15000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fixed fee for creating client financial plans typically ranges between $1,000 and $15,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032379","page":"https://plannerfees.com/planners/virtue-capital-management-llc-167816/"},{"crd":341892,"name":"Virtue Wealth Management","city":"Pflugerville","state":"TX","fees":{"hourly":[150,300],"flat":[3000,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $3,000 and $5,000.","hourly":"The negotiated hourly fee for these services is between $150 and $300."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055922","page":"https://plannerfees.com/planners/virtue-wealth-management-341892/"},{"crd":169518,"name":"Virtuoso Wealth Management","city":"Henderson","state":"NV","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The hourly fee for these services is $500."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005233","page":"https://plannerfees.com/planners/virtuoso-wealth-management-169518/"},{"crd":332536,"name":"Virtus Wealth Solutions","city":"Cranford","state":"NJ","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The Commonwealth Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018891","page":"https://plannerfees.com/planners/virtus-wealth-solutions-332536/"},{"crd":175147,"name":"Vision Capital Partners","city":"Ann Arbor","state":"MI","fees":{"hourly":[100,300],"flat":[3000,25000]},"sourceSentences":{"hourly":"Hourly fees range from $100 to $300.","flat":"Fixed fees range from $3,000 to $25,000."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058392","page":"https://plannerfees.com/planners/vision-capital-partners-175147/"},{"crd":313535,"name":"Vision Casting Financial Planning, LLC","city":"Spokane","state":"WA","fees":{"hourly":[400,400],"flat":[4000,4000]},"sourceSentences":{"hourly":"January 8, 2026 7 Comprehensive Financial Planning Fee VCFP will assess an annual fee for Clients who select Comprehensive Financial Planning based upon an hourly rate of $400.","flat":"If at the end of the year VCFP spent only 10 hours working on the Client’s financial plan, the Client will only have paid VCFP $4,000 (10 hours x $400 = $4,000)."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000832","page":"https://plannerfees.com/planners/vision-casting-financial-planning-llc-313535/"},{"crd":124611,"name":"Vision Financial Concepts","city":"Athens","state":"GA","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Hourly fees range from $250-$500 per hour depending on the nature and complexity of the services."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017463","page":"https://plannerfees.com/planners/vision-financial-concepts-124611/"},{"crd":170003,"name":"Vision Financial Management, LLC","city":"Cuyahoga Falls","state":"OH","fees":{"flat":[750,5000]},"sourceSentences":{"flat":"The minimum fixed fee is generally $750, and the maximum fixed fee is generally no more than $5,000."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000812","page":"https://plannerfees.com/planners/vision-financial-management-llc-170003/"},{"crd":311263,"name":"Vision Tech Financial Advisors","city":"Pinehurst","state":"TX","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING VTG charges an hourly fee of $200 per hour for financial planning."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002473","page":"https://plannerfees.com/planners/vision-tech-financial-advisors-311263/"},{"crd":330228,"name":"Vision Wealth Advisors, LLC","city":"Lewisburg","state":"PA","fees":{"hourly":[350,350],"flat":[10000,10000]},"sourceSentences":{"flat":"Ongoing Financial Planning VWA collects an initial fee, no greater than $10,000.","hourly":"Our hourly rate is $350."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060094","page":"https://plannerfees.com/planners/vision-wealth-advisors-llc-330228/"},{"crd":165456,"name":"Vision Wealth Planning, LLC","city":"Glen Allen","state":"VA","fees":{"hourly":[250,250],"flat":[1500,4000]},"sourceSentences":{"hourly":"Hourly engagements are at a rate of $250 per hour.","flat":"Fixed fee engagements range from $1,500 to $4,000."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=980750","page":"https://plannerfees.com/planners/vision-wealth-planning-llc-165456/"},{"crd":169610,"name":"Visionary Wealth Advisors, LLC","city":"St. Louis","state":"MO","fees":{"flat":[500,15000]},"sourceSentences":{"flat":"These fees are negotiable, but generally range from $500 to $15,000 on a fixed fee basis, depending upon the scope and complexity of the services to be rendered."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036943","page":"https://plannerfees.com/planners/visionary-wealth-advisors-llc-169610/"},{"crd":318224,"name":"Visionary Wealth Planners LLC","city":"Bakersfield","state":"CA","fees":{"flat":[500,2000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $500 and $2,000."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003226","page":"https://plannerfees.com/planners/visionary-wealth-planners-llc-318224/"},{"crd":123402,"name":"Visionquest Financial Planning LLC","city":"Troy","state":"MI","fees":{"flat":[1500,1875]},"sourceSentences":{"flat":"The majority of initial engagements are quoted and charged based on the following schedule: * » Financial Plan Investment Plan Financial Consultation $1,875 ($1,500 for less complex plans) $1,500 $ 975 The client may re-engage the firm as desired — and we recommend periodic check-ups — but it is the client's…"},"brochureDate":"1/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999885","page":"https://plannerfees.com/planners/visionquest-financial-planning-llc-123402/"},{"crd":336227,"name":"Viso Wealth Management LLC","city":"Moorestown","state":"NJ","fees":{"flat":[1000,10000],"quarterly":[1000,10000]},"sourceSentences":{"quarterly":"Fees are paid quarterly in arrears, ranging from $1,000 to $10,000 per quarter.","flat":"Fixed fee rates range from $1,000 to $10,000."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007223","page":"https://plannerfees.com/planners/viso-wealth-management-llc-336227/"},{"crd":307268,"name":"Vista Advisor Group, LLC","city":"Walnut 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fee for financial planning typically ranges between $750 and $950.","hourly":"The hourly rate is between $200-$300 per hour, depending on the complexity, and will be billed in 15-minute increments."},"brochureDate":"7/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052322","page":"https://plannerfees.com/planners/vista-way-advisors-309652/"},{"crd":147297,"name":"Vistica Wealth Advisors, LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[325,325],"flat":[3500,20000]},"sourceSentences":{"flat":"We typically charge fixed fees ranging from $3,500 to $20,000 for stand-alone financial planning engagements.","hourly":"Our typical hourly rate is $325, but may be higher in some situations based the complexity of the engagement and other factors."},"brochureDate":"5/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044319","page":"https://plannerfees.com/planners/vistica-wealth-advisors-llc-147297/"},{"crd":312323,"name":"Vita Planning Group LLC","city":"Camas","state":"WA","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"In some cases, Vita Planning Group will allow a client to contract services at an hourly rate, which shall not be less than $350 per hour."},"brochureDate":"4/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041055","page":"https://plannerfees.com/planners/vita-planning-group-llc-312323/"},{"crd":300811,"name":"Vital Investment Management LLC","city":"Loveland","state":"CO","fees":{"hourly":[300,300],"flat":[300,300],"monthly":[200,700]},"sourceSentences":{"flat":"The minimum fee generally charged for financial planning services provided on an hourly basis is $300.","monthly":"Clients that receive ongoing monthly financial planning services will pay monthly recurring fees ranging from $200 per month for basic plans and between $500 and $700 per month for more complex plans.","hourly":"An hourly fee of $300 per hour is charged by Vital Investment Management for financial planning services under this arrangement."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059902","page":"https://plannerfees.com/planners/vital-investment-management-llc-300811/"},{"crd":343055,"name":"Vital Wealth Strategy, LLC","city":"Princeton","state":"MA","fees":{"hourly":[350,750],"flat":[7500,50000],"annual":[18000,30000]},"sourceSentences":{"annual":"A fixed fee ranging from $18,000 to $30,000 per year.","hourly":"Hourly fees are billed at a rate of $350 to $750 per hour.","flat":"A fixed fee ranging from $7,500 to $50,000 per 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hour."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059678","page":"https://plannerfees.com/planners/vitale-wealth-management-284112/"},{"crd":284276,"name":"Vitality Capital Management, LLC","city":"South Jordan","state":"UT","fees":{"hourly":[150,250],"flat":[1000,10000]},"sourceSentences":{"flat":"For basic planning services, VCM charges a negotiable fixed fee between $1,000 and $10,000 for a financial plan, based on the specific client needs and the complexity of the plan.","hourly":"For clients needing consulting regarding a specific need, VCM charges an hourly rate of $150 and $250."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038957","page":"https://plannerfees.com/planners/vitality-capital-management-llc-284276/"},{"crd":332303,"name":"Vitality Wealth 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complexity."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058049","page":"https://plannerfees.com/planners/vitesse-one-wealth-llc-343089/"},{"crd":322974,"name":"Vivid Wealth Management, LLC","city":"West Des Moines","state":"IA","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $150 and $250."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018231","page":"https://plannerfees.com/planners/vivid-wealth-management-llc-322974/"},{"crd":299713,"name":"Vivifi Planning","city":"Bend","state":"OR","fees":{"hourly":[350,350],"flat":[4800,4800],"annual":[0,20000]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning and Investment Advisory Services Adviser charges a Minimum Annual Fee for Ongoing Comprehensive Financial Planning and Investment Advisory Services of $4,800.","annual":"The fee for Ongoing Comprehensive Financial Planning is paid monthly or quarterly at the rate of $0 to $20,000 per year, depending on the complexity and needs of the client.","hourly":"Our hourly rate is $350."},"brochureDate":"6/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047128","page":"https://plannerfees.com/planners/vivifi-planning-299713/"},{"crd":167138,"name":"Voltz Asset Management Inc.","city":"Bay Shore","state":"NY","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $250."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=292435","page":"https://plannerfees.com/planners/voltz-asset-management-inc-167138/"},{"crd":134849,"name":"Von Adelung Wealth Management","city":"Montrose","state":"CA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Mr. von Adelung receives an hourly fee ($300.00 per hour)."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027977","page":"https://plannerfees.com/planners/von-adelung-wealth-management-134849/"},{"crd":339837,"name":"Von Blucher Capital LLC","city":"Arlington","state":"MA","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"Fixed fee rates range from $1,000 to $5,000."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057372","page":"https://plannerfees.com/planners/von-blucher-capital-llc-339837/"},{"crd":309746,"name":"Von Borstel & Associates","city":"The Dalles","state":"OR","fees":{"flat":[1000,25000]},"sourceSentences":{"flat":"Our fee for Financial Planning can range from $1,000 to $25,000 per plan."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022809","page":"https://plannerfees.com/planners/von-borstel-associates-309746/"},{"crd":130564,"name":"Von Haefen Financial Management","city":"Nashville","state":"TN","fees":{"flat":[1250,3500],"annual":[5000,50000]},"sourceSentences":{"annual":"VFM’s initial year annual fees typically range from $5,000 - $50,000.","flat":"VHM’s Financial Review fee is a flat fee ranging between $1250 - $3500 depending on the complexity of the planning and the scope of services selected."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059298","page":"https://plannerfees.com/planners/von-haefen-financial-management-130564/"},{"crd":312790,"name":"Von Reckers Wealth Management, Corp.","city":"Westminster","state":"CO","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"(*The daily rate is calculated by dividing the annual asset-based fee rate by 365.) 3 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000."},"brochureDate":"3/16/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=823321","page":"https://plannerfees.com/planners/von-reckers-wealth-management-corp-312790/"},{"crd":153559,"name":"Vora Wealth Management, PLLC","city":"Flagstaff","state":"AZ","fees":{"hourly":[200,200],"flat":[500,2500]},"sourceSentences":{"flat":"Financial Planning and Consulting Services are offered based on a negotiable fixed fee typically ranging between $500 and $2,500, based on complexity of the client’s financial situation and assets and any unique planning needs of the client.","hourly":"Financial Planning and Consulting Services are offered based on an hourly fee of $200 per hour."},"brochureDate":"4/4/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=909133","page":"https://plannerfees.com/planners/vora-wealth-management-pllc-153559/"},{"crd":340582,"name":"Vortalis Wealth Management LLC","city":"El Dorado Hills","state":"CA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our hourly rate is $200."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018355","page":"https://plannerfees.com/planners/vortalis-wealth-management-llc-340582/"},{"crd":341574,"name":"Voska Wealth","city":"Rancho Cordova","state":"CA","fees":{"flat":[2400,5000],"annual":[2400,2400]},"sourceSentences":{"flat":"Under this option, the Client pays a fixed fee beginning at $5,000 in Year 1, which includes Comprehensive Financial Planning, and a fixed fee beginning at $2,400 in Year 2 and each year thereafter.","annual":"Upon delivery and implementation of the financial plan, VW charges an annual fee beginning at $2,400 for Ongoing Financial Planning services."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054696","page":"https://plannerfees.com/planners/voska-wealth-341574/"},{"crd":313203,"name":"Vox Financial Planning","city":"Edmond","state":"OK","fees":{"flat":[500,2500],"annual":[5000,50000]},"sourceSentences":{"annual":"Wealth Management Fee For these services, Advisor charges an annual fixed fee ranging between $5,000 - $50,000.","flat":"Clients should understand the fees of both Advisor and Sub-Advisor to understand the total costs of services. 6 Financial Review Fee The Financial Review fee is a fixed fee of $500 to $2,500 depending on the scope of the review; with one half of the fee collected at the time the appointment is made and the balance…"},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014868","page":"https://plannerfees.com/planners/vox-financial-planning-313203/"},{"crd":341647,"name":"Voyage Point Wealth Management","city":"Arlington Heights","state":"IL","fees":{"hourly":[250,250],"flat":[1500,3500]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 - $3,500.","hourly":"Our hourly rate is $250."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055180","page":"https://plannerfees.com/planners/voyage-point-wealth-management-341647/"},{"crd":168471,"name":"Voyage Wealth Management LLC","city":"Lenexa","state":"KS","fees":{"hourly":[195,195],"flat":[2500,3500]},"sourceSentences":{"hourly":"FINANCIAL PLANNING and CONSULTING Voyage charges financial planning fees either on an hourly rate of $195 per hour for individual modules or a flat fee ranging between $2,500 and $3,500 for comprehensive financial planning.","flat":"FINANCIAL PLANNING and CONSULTING Voyage charges financial planning fees either on an hourly rate of $195 per hour for individual modules or a flat fee ranging between $2,500 and $3,500 for comprehensive financial planning."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006516","page":"https://plannerfees.com/planners/voyage-wealth-management-llc-168471/"},{"crd":339544,"name":"Voyage Wealth Management, LLC","city":"D'iberville","state":"MS","fees":{"flat":[500,5000],"annual":[2500,5000]},"sourceSentences":{"annual":"The fees range from $2,500 - $5,000 annually.","flat":"The fixed fee can range between $500.00 and $5,000.00, depending on complexity and the needs of the client, and the scope of the contract."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003007","page":"https://plannerfees.com/planners/voyage-wealth-management-llc-339544/"},{"crd":334566,"name":"Vsi Capital Group","city":"Foxfield","state":"CO","fees":{"hourly":[350,350],"flat":[5500,5500]},"sourceSentences":{"flat":"Fixed fee rates are negotiable but will generally not exceed $5,500.","hourly":"Our standard hourly rate is $350."},"brochureDate":"2/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008427","page":"https://plannerfees.com/planners/vsi-capital-group-334566/"},{"crd":168452,"name":"W Advisors LLC","city":"Germantown","state":"TN","fees":{"hourly":[350,350],"flat":[1500,10000]},"sourceSentences":{"hourly":"Our hourly fee is $350.","flat":"Flat fees generally range from $1,500 to $10,000."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057857","page":"https://plannerfees.com/planners/w-advisors-llc-168452/"},{"crd":333063,"name":"W Bradley Wealth Management LLC","city":"Oviedo","state":"FL","fees":{"hourly":[600,600],"flat":[1000,20000],"annual":[20000,20000]},"sourceSentences":{"flat":"A fixed one-time fee ranging between $1,000 and $20,000 is charged for this advisory service.","hourly":"An hourly fee of $600/hour.","annual":"These arrangements are currently subject to a $1,000 minimum annual fee and will not typically exceed $20,000 for retail clients."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=928834","page":"https://plannerfees.com/planners/w-bradley-wealth-management-llc-333063/"},{"crd":146608,"name":"W.a. Smith Financial Group","city":"Sandusky","state":"OH","fees":{"flat":[1000,25000]},"sourceSentences":{"flat":"Fees for financial plans range from $1,000 to $25,000, but services may be provided at no charge in some instances."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035502","page":"https://plannerfees.com/planners/w-a-smith-financial-group-146608/"},{"crd":287703,"name":"W.h. Financial Services, Inc.","city":"Stuart","state":"FL","fees":{"flat":[2000,2000]},"sourceSentences":{"flat":"Hazlett to issue a full refund of a fixed annuity premium and levied a $2000 monetary penalty."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=468622","page":"https://plannerfees.com/planners/w-h-financial-services-inc-287703/"},{"crd":164490,"name":"W.m. Baker Investments LLC","city":"Dublin","state":"OH","fees":{"hourly":[200,200],"flat":[500,5000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $5,000.","hourly":"Form ADV 2A Version: 05/20/2024 3 Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200."},"brochureDate":"5/20/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=914000","page":"https://plannerfees.com/planners/w-m-baker-investments-llc-164490/"},{"crd":159879,"name":"Wacker & Associates, Inc.","city":"Jackson","state":"MN","fees":{"hourly":[25,200]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $25 - $200."},"brochureDate":"3/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013970","page":"https://plannerfees.com/planners/wacker-associates-inc-159879/"},{"crd":116464,"name":"Wadsworth & Daulaire Financial Planners","city":"Hanover","state":"NH","fees":{"hourly":[175,500]},"sourceSentences":{"hourly":"The hourly fee may range from $175 to $500 per hour as stated in the clients’ engagement letter."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000022","page":"https://plannerfees.com/planners/wadsworth-daulaire-financial-planners-116464/"},{"crd":337346,"name":"Wafd Wealth, Inc","city":"Seattle","state":"WA","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Financial planning services provided without a wealth management engagement will be billed at a rate of $400 per hour with a minimum of 15 hours allocated to each plan."},"brochureDate":"11/29/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997341","page":"https://plannerfees.com/planners/wafd-wealth-inc-337346/"},{"crd":136002,"name":"Wagener-Lee, LLC","city":"Columbia","state":"MD","fees":{"hourly":[150,350],"flat":[500,10000]},"sourceSentences":{"flat":"Type Advisory Fee Payable Fixed Fee $500 - $10,000 for Comprehensive Financial Plan Payable one-half (½) upon execution of the advisory agreement with Wagener-Lee, LLC with balance due at presentation of financial plan, or as agreed to separately Hourly Fee $150 - $350 per hour ($500 minimum) Payable as invoiced…","hourly":"Type Advisory Fee Payable Fixed Fee $500 - $10,000 for Comprehensive Financial Plan Payable one-half (½) upon execution of the advisory agreement with Wagener-Lee, LLC with balance due at presentation of financial plan, or as agreed to separately Hourly Fee $150 - $350 per hour ($500 minimum) Payable as invoiced…"},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025756","page":"https://plannerfees.com/planners/wagener-lee-llc-136002/"},{"crd":318448,"name":"Wagner Planning","city":"Lake Oswego","state":"OR","fees":{"flat":[2000,4000]},"sourceSentences":{"flat":"When you engage us for financial planning and consulting services, we will charge you a fixed fee typically ranging from $2,000 - $4,000 or an hourly fee of up to $375 per hour, based on the scope of the engagement, the complexity of your financial situation and needs, and our estimation of the time and resources…"},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016632","page":"https://plannerfees.com/planners/wagner-planning-318448/"},{"crd":340472,"name":"Wagner Wealth Management","city":"Houston","state":"TX","fees":{"hourly":[200,300],"monthly":[20,20]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $200 and $300.","monthly":"WWMP offers a weekly trading alert service that costs $20 per month."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020686","page":"https://plannerfees.com/planners/wagner-wealth-management-340472/"},{"crd":154007,"name":"Wagner Wealth Management LLC","city":"Indianapolis","state":"IN","fees":{"annual":[500,24000]},"sourceSentences":{"annual":"Annual Fee Retainer will be in the range of $500 to $24,000."},"brochureDate":"3/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015817","page":"https://plannerfees.com/planners/wagner-wealth-management-llc-154007/"},{"crd":165785,"name":"Waits Investments, LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Fees for financial planning and investment advice (Consulting Services) are $150 per hour, billed in 15-minute increments."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001061","page":"https://plannerfees.com/planners/waits-investments-llc-165785/"},{"crd":159170,"name":"Wake Wealth Management Co.","city":"Raleigh","state":"NC","fees":{"hourly":[500,500],"flat":[2000,8000],"quarterly":[250,5000]},"sourceSentences":{"hourly":"The hourly fee for these services is $500.","flat":"Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $2,000 and $8,000.","quarterly":"Depending upon the complexity of the situation and the needs of the client the fee for continuous financial planning services is between $250 and $5,000 per quarter."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057798","page":"https://plannerfees.com/planners/wake-wealth-management-co-159170/"},{"crd":128677,"name":"Wakefield Financial Planning, LLC","city":"Wake Forest","state":"NC","fees":{"monthly":[200,300]},"sourceSentences":{"monthly":"Our firm’s Financial Planning fee is a simple $300.00 per month for the first (12) twelve months, then $200 per month for each optional renewal period of (1) one year."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049157","page":"https://plannerfees.com/planners/wakefield-financial-planning-llc-128677/"},{"crd":330852,"name":"Wakil Wealth Advisory LLC","city":"Lawrenceville","state":"GA","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"WWA charges a negotiable fee between $500 and $5,000 for financial planning services dependent upon the complexity of the Client’s specific situation."},"brochureDate":"1/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005067","page":"https://plannerfees.com/planners/wakil-wealth-advisory-llc-330852/"},{"crd":323234,"name":"Walden Financial","city":"Granville","state":"OH","fees":{"hourly":[250,250],"flat":[500,10000],"annual":[1200,3600]},"sourceSentences":{"flat":"Ongoing Financial Planning For first year clients, we charge a fixed fee between $500 - $10,000.","annual":"Clients entering their second year and up will be billed an annual fee between $1,200 - $3,600.","hourly":"For clients in their second year and up, we may also offer an option to engage in this service on an hourly basis at a rate of $250 per hour. 9 Hourly Financial Planning We also offer financial planning on an hourly basis at a rate of $250 per hour."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024602","page":"https://plannerfees.com/planners/walden-financial-323234/"},{"crd":334943,"name":"Walk You To Wealth","city":"Dover","state":"MA","fees":{"monthly":[500,500]},"sourceSentences":{"monthly":"Pursuant to a planning and investment management agreement signed by each client, the client will pay the Advisor a monthly fee of $500 per month."},"brochureDate":"9/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059478","page":"https://plannerfees.com/planners/walk-you-to-wealth-334943/"},{"crd":125283,"name":"Walker & Associates","city":"Tybee Island","state":"GA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"On occasion Walker & Associates may charge an hourly rate, in the range of $150 per hour for consultation, payable at the conclusion of the consultation, when it is mutually agreed upon that ongoing management is not required."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011799","page":"https://plannerfees.com/planners/walker-associates-125283/"},{"crd":106268,"name":"Walker Financial Advisors Inc","city":"Mission Viejo","state":"CA","fees":{"hourly":[250,450],"flat":[1000,5000]},"sourceSentences":{"hourly":"Hourly consulting fees are $250 per hour for Nick Walker, $350 per hour for Warren Isenberg, and $450 per hour for Scott Walker.","flat":"Fees typically range from $1,000 to $5,000 for specialty plans that address a specific issue."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032686","page":"https://plannerfees.com/planners/walker-financial-advisors-inc-106268/"},{"crd":335811,"name":"Walker Legacy Investments","city":"Brush Prairie","state":"WA","fees":{"hourly":[150,150],"quarterly":[600,600]},"sourceSentences":{"hourly":"We may be engaged for our investment or financial planning services on an hourly basis at a rate of $150 per hour billed in 6-minute increments rounded up, invoiced monthly in arrears.","quarterly":"The Fee for Ongoing Financial Planning will be charged in arrears at $600 per quarter and is calculated using an hourly rate of $150 per hour per hour for four hours."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987156","page":"https://plannerfees.com/planners/walker-legacy-investments-335811/"},{"crd":160109,"name":"Walkner Condon Financial Advisors LLC","city":"Verona","state":"WI","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Estate Planning Services is offered for a one-time fee of $2,500."},"brochureDate":"6/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046885","page":"https://plannerfees.com/planners/walkner-condon-financial-advisors-llc-160109/"},{"crd":105913,"name":"Wall Capital Group, Inc.","city":"Phoenix","state":"AZ","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum is normally $5,000 annually."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016110","page":"https://plannerfees.com/planners/wall-capital-group-inc-105913/"},{"crd":128419,"name":"Wallach Planning & Investments","city":"Norfolk","state":"VA","fees":{"hourly":[50,50]},"sourceSentences":{"hourly":"Separate financial planning is available from Wallach Planning & Investments at a cost of $50 per hour."},"brochureDate":"4/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=857642","page":"https://plannerfees.com/planners/wallach-planning-investments-128419/"},{"crd":172701,"name":"Waller Financial Coaching","city":"Chico","state":"CA","fees":{"annual":[10000,150000]},"sourceSentences":{"annual":"Fixed fees range from $10,000 to $150,000 per year."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020342","page":"https://plannerfees.com/planners/waller-financial-coaching-172701/"},{"crd":159564,"name":"Waller Financial Planning Group, Inc.","city":"Columbus","state":"OH","fees":{"hourly":[350,500]},"sourceSentences":{"hourly":"Periodically, WFPG may engage Financial Planning Services at an hourly rate between $350-$500."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020109","page":"https://plannerfees.com/planners/waller-financial-planning-group-inc-159564/"},{"crd":324453,"name":"Walnut Hill Wealth Management","city":"Dallas","state":"TX","fees":{"flat":[500,5000],"monthly":[166,1000]},"sourceSentences":{"monthly":"Fees are paid monthly in advance at a rate of $166.67 - $1,000.00 per month.","flat":"Fixed fee rates range between $500 and $5,000."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004131","page":"https://plannerfees.com/planners/walnut-hill-wealth-management-324453/"},{"crd":168840,"name":"Walnut Private Equity Partners, LLC","city":"Omaha","state":"NE","fees":{"hourly":[250,250],"flat":[2500,40000],"annual":[7000,7000]},"sourceSentences":{"annual":"Walnut Private Equity Partners has a minimum annual fee of $7,000.","hourly":"An hourly fee of $250 per hour is charged by Walnut Private Equity Partners for consulting services.","flat":"The minimum fixed fee for consulting services will be $2,500, and maximum fixed fee for consulting services will be generally no more than $40,000."},"brochureDate":"4/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041958","page":"https://plannerfees.com/planners/walnut-private-equity-partners-llc-168840/"},{"crd":144441,"name":"Walsh & Associates, LLC","city":"Sarasota","state":"FL","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"Flat fees generally range from $1,000 to $10,000."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016703","page":"https://plannerfees.com/planners/walsh-associates-llc-144441/"},{"crd":122628,"name":"Walsh Advisors","city":"Crown Point","state":"IN","fees":{"flat":[500,500],"monthly":[59,59],"annual":[708,708]},"sourceSentences":{"flat":"Our fee for One-Time Financial Planning subscription services, is a one-time fee of $500.","monthly":"Our fee for Gold Financial Planning subscription services is $59 per month for a total of $708 per year.","annual":"Our fee for Gold Financial Planning subscription services is $59 per month for a total of $708 per year."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003432","page":"https://plannerfees.com/planners/walsh-advisors-122628/"},{"crd":337759,"name":"Walsh Financial LLC","city":"Sublimity","state":"OR","fees":{"hourly":[250,250],"flat":[1500,1500],"annual":[5000,10000]},"sourceSentences":{"flat":"Ongoing Financial Planning WF collects an initial fee, no greater than $1,500.","annual":"The Advisor may reduce or waive the initial fee at the Advisor’s discretion. 9 Following the delivery of a financial plan, we charge an annual fee for Ongoing Financial Planning, ranging from $5,000 to $10,000.","hourly":"Our hourly rate is $250."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007179","page":"https://plannerfees.com/planners/walsh-financial-llc-337759/"},{"crd":133589,"name":"Walsh Financial Solutions, LLC","city":"Arvada","state":"CO","fees":{"flat":[3000,3000]},"sourceSentences":{"flat":"We require a minimum Financial Planning fee of $3,000.00 for individuals and $4,800.00 for couples to properly administer financial advice."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006757","page":"https://plannerfees.com/planners/walsh-financial-solutions-llc-133589/"},{"crd":171719,"name":"Walsvick Wealth Management","city":"Phoenix","state":"AZ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Non-investing clients are charged the firm hourly rate of $200 per hour."},"brochureDate":"8/12/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987507","page":"https://plannerfees.com/planners/walsvick-wealth-management-171719/"},{"crd":310582,"name":"Walters Strategic Advisors, LLC","city":"Sarasota","state":"FL","fees":{"flat":[2000,5000]},"sourceSentences":{"flat":"Financial planning fees will be charged as a fixed fee, typically ranging from $2,000 to $5,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be…"},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=659445","page":"https://plannerfees.com/planners/walters-strategic-advisors-llc-310582/"},{"crd":324406,"name":"Waltium Investment Advisors","city":"Kirkland","state":"WA","fees":{"hourly":[300,300],"flat":[2000,10000],"annual":[4000,4000]},"sourceSentences":{"annual":"Investment-management clients pay the greater of the graduated asset-based fee described below or a $4,000 annual minimum, unless a different fee or waiver is specified in the client’s Advisory Agreement.","flat":"Fixed fee between $2,000 and $10,000.","hourly":"The Financial Plan Creation Fixed fee will be calculated by determining the number of hours estimated to provide the requested services to the client and multiplying it by the $300 hourly rate."},"brochureDate":"8/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055965","page":"https://plannerfees.com/planners/waltium-investment-advisors-324406/"},{"crd":331634,"name":"Walton Financial","city":"Birmingham","state":"AL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"The Commonwealth Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048824","page":"https://plannerfees.com/planners/walton-financial-331634/"},{"crd":151534,"name":"Wander Financial Services, LLC","city":"New York","state":"NY","fees":{"hourly":[500,500],"flat":[10000,10000],"annual":[15000,15000]},"sourceSentences":{"flat":"Fees for financial plans are charged as a fixed fee generally not exceeding $10,000 and are negotiable based upon the complexity of your situation and the actual services requested.","annual":"Fees for retainer services do not generally exceed $15,000 per year and are based on the complexity of your situation and the actual services to be provided.","hourly":"If charged on an hourly basis, fees do not exceed $500 per hour and we provide an estimate of the number of hours needed to complete the requested services."},"brochureDate":"4/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041893","page":"https://plannerfees.com/planners/wander-financial-services-llc-151534/"},{"crd":141509,"name":"Wanderwealth Inc.","city":"Hillsborough","state":"NC","fees":{"annual":[6000,20000]},"sourceSentences":{"annual":"The base annual fee ranges from $6,000 to $20,000 per year and is stated in the client’s written agreement."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058080","page":"https://plannerfees.com/planners/wanderwealth-inc-141509/"},{"crd":167570,"name":"Wang Financial, LLC","city":"Santa Barbara","state":"CA","fees":{"hourly":[75,400]},"sourceSentences":{"hourly":"The current hourly rates for WF’s professional services are $75.00 $400.00, billed in arrears no less frequently than annually."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024714","page":"https://plannerfees.com/planners/wang-financial-llc-167570/"},{"crd":126215,"name":"Wank & Liptzin Advisory Services LLC","city":"Garden City","state":"NY","fees":{"hourly":[285,285]},"sourceSentences":{"hourly":"Clients are charged a fee of $285 per hour for both financial planning and investment advisory services rendered."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003930","page":"https://plannerfees.com/planners/wank-liptzin-advisory-services-llc-126215/"},{"crd":107878,"name":"Ward & Associates","city":"San Diego","state":"CA","fees":{"hourly":[200,400]},"sourceSentences":{"hourly":"As a general matter, hourly fees are not negotiable and typically range from $200 to $400 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035953","page":"https://plannerfees.com/planners/ward-associates-107878/"},{"crd":150493,"name":"Warden Wealth Management, LLC","city":"Milwaukee","state":"WI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Assets Under Management First $5,000,000 Next $5,000,000 Amounts Above $10,000,000 Annual Fee 2.00% 1.00% 0.75% The current hourly rate as of March 1, 2026 is $250 / hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036334","page":"https://plannerfees.com/planners/warden-wealth-management-llc-150493/"},{"crd":292029,"name":"Wardian Wealth Management, Inc.","city":"Coeur D'alene","state":"ID","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"An hourly fee of $250 per hour is charged by Wardian Wealth Management for financial planning services under this arrangement."},"brochureDate":"9/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057098","page":"https://plannerfees.com/planners/wardian-wealth-management-inc-292029/"},{"crd":173447,"name":"Warren Street Wealth Advisors, LLC","city":"Irvine","state":"CA","fees":{"hourly":[125,400],"flat":[495,25000]},"sourceSentences":{"flat":"We typically charge a fixed fee for financial planning services, which generally ranges between $495 and $25,000.","hourly":"Alternatively, depending on the arrangements made at the inception of the agreement, we may charge an hourly fee ranging between $125 to $400, billable in quarter hour increments, for financial planning 8 services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030911","page":"https://plannerfees.com/planners/warren-street-wealth-advisors-llc-173447/"},{"crd":125145,"name":"Warther Private Wealth","city":"Akron","state":"OH","fees":{"hourly":[175,175],"flat":[8000,50000]},"sourceSentences":{"flat":"We charge a fixed fee for financial planning services, which generally ranges between $8,000 -$50,000.","hourly":"We charge an hourly fee of $175 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"3/26/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=961446","page":"https://plannerfees.com/planners/warther-private-wealth-125145/"},{"crd":105951,"name":"Warwick Partners","city":"Bryan","state":"TX","fees":{"flat":[20000,250000]},"sourceSentences":{"flat":"The fixed fee can range between $20,000.00 and $250,000.00."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048645","page":"https://plannerfees.com/planners/warwick-partners-105951/"},{"crd":150335,"name":"Washington Square Capital Management LLC","city":"New York","state":"NY","fees":{"hourly":[300,300],"flat":[1000,5000]},"sourceSentences":{"flat":"Depending upon the complexity of the situation and the needs of the client, the fixed fee for these services will range between $1,000 and $5,000.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour."},"brochureDate":"1/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003787","page":"https://plannerfees.com/planners/washington-square-capital-management-llc-150335/"},{"crd":298666,"name":"Wata Capital LLC","city":"San Francisco","state":"CA","fees":{"flat":[1000,4000]},"sourceSentences":{"flat":"Flat fees generally range from $1,000 to $4,000 but may be higher for more complex plans."},"brochureDate":"7/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051428","page":"https://plannerfees.com/planners/wata-capital-llc-298666/"},{"crd":324398,"name":"Waterfront Advisors","city":"Avalon","state":"CA","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Advisor charges a non-negotiable fixed fee of $500 for financial planning services."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011999","page":"https://plannerfees.com/planners/waterfront-advisors-324398/"},{"crd":316408,"name":"Watershed Private Wealth","city":"Oak Brook","state":"IL","fees":{"flat":[1000,10000]},"sourceSentences":{"flat":"(*The daily rate is calculated by dividing the annual asset-based fee rate by 365.) Financial Planning Fees Financial planning fees range from $1,000 to $10,000."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056571","page":"https://plannerfees.com/planners/watershed-private-wealth-316408/"},{"crd":285980,"name":"Watershed Wealth Planning LLC","city":"Portland","state":"OR","fees":{"flat":[2000,5000],"annual":[2400,10000]},"sourceSentences":{"annual":"Onboarding fees typically range from $500 to $3000 and annual retainer fees typically range from $2,400 to $10,000, but may also be higher depending on the specific work requested under the engagement.","flat":"The flat fee for a Comprehensive Financial Plan is typically between $2000 and $5000 and is based on the time spent onthe project as well as the services offered within the current Plan package."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019296","page":"https://plannerfees.com/planners/watershed-wealth-planning-llc-285980/"},{"crd":325012,"name":"Waterstone Financial Advisory LLC","city":"Fort Myers","state":"FL","fees":{"annual":[300,3000]},"sourceSentences":{"annual":"The negotiated fixed rate for the creation and ongoing monitoring of the client financial plan is between $300 and $3,000 per year."},"brochureDate":"2/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009904","page":"https://plannerfees.com/planners/waterstone-financial-advisory-llc-325012/"},{"crd":164975,"name":"Waterway Wealth Management, L.L.C.","city":"The Woodlands","state":"TX","fees":{"flat":[4000,10000]},"sourceSentences":{"flat":"We will charge a fixed fee, which typically ranges between $4,000 and $10,000 for comprehensive financial planning services."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020461","page":"https://plannerfees.com/planners/waterway-wealth-management-l-l-c-164975/"},{"crd":300512,"name":"Watson House Investment Management, LLC","city":"Bozeman","state":"MT","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"In consideration for providing financial planning services and pursuant to the Financial Planning Agreement with the client, Watson House charges a fixed fee ranging from of $1,000 to $5,000 for our financial planning and consulting services."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037744","page":"https://plannerfees.com/planners/watson-house-investment-management-llc-300512/"},{"crd":312185,"name":"Wave Wealth Planning, LLC","city":"Nashville","state":"TN","fees":{"hourly":[400,400],"flat":[1000,1000],"monthly":[325,325],"quarterly":[3750,3750],"annual":[15000,15000]},"sourceSentences":{"monthly":"Clients without assets under management with WWP generally pay $325 per month, and the monthly fee is reduced as assets under management increase in accordance with the fee schedule.","quarterly":"Because fees are billed quarterly in arrears, each quarterly fee would be approximately $3,750 (i.e., $15,000 annually ÷ 4), based on the account’s average daily balance during the billing period and subject to adjustments for contributions or withdrawals.","annual":"Because fees are billed quarterly in arrears, each quarterly fee would be approximately $3,750 (i.e., $15,000 annually ÷ 4), based on the account’s average daily balance during the billing period and subject to adjustments for contributions or withdrawals.","flat":"Ongoing Comprehensive Financial Planning (without Investment Management) Fees for standalone Ongoing Financial Planning consist of a one-time upfront charge (typically $1,000+) based on complexity followed by an ongoing fee, based on complexity, that is paid monthly, in arrears.","hourly":"Hourly financial planning services are offered at a rate of $400 per hour."},"brochureDate":"4/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042768","page":"https://plannerfees.com/planners/wave-wealth-planning-llc-312185/"},{"crd":115332,"name":"Waverly Advisors, LLC","city":"Birmingham","state":"AL","fees":{"hourly":[75,450],"flat":[500,50000]},"sourceSentences":{"flat":"List fees and Financial Planning Fees generally range from $500 to $50,000 on a fixed-fee basis, or $75 to $450 hourly, depending on the size, scope and nature of the services and the professionals rendering them.","hourly":"List fees and Financial Planning Fees generally range from $500 to $50,000 on a fixed-fee basis, or $75 to $450 hourly, depending on the size, scope and nature of the services and the professionals rendering them."},"brochureDate":"8/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056528","page":"https://plannerfees.com/planners/waverly-advisors-llc-115332/"},{"crd":105034,"name":"Waycross Investment Management Co","city":"Bellingham","state":"WA","fees":{"annual":[2500,2500]},"sourceSentences":{"annual":"The minimum annual fee, regardless of the market value of plan assets, is $2,500."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015303","page":"https://plannerfees.com/planners/waycross-investment-management-co-105034/"},{"crd":328657,"name":"Wayfinder Wealth Warriors LLC","city":"Lexington","state":"SC","fees":{"hourly":[500,500],"flat":[0,20000]},"sourceSentences":{"flat":"Fixed fee rates range between $0 to $20,000.","hourly":"Our hourly rate is $500."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024145","page":"https://plannerfees.com/planners/wayfinder-wealth-warriors-llc-328657/"},{"crd":306208,"name":"Wayfinding Financial, LLC","city":"Lynnwood","state":"WA","fees":{"flat":[1000,2000]},"sourceSentences":{"flat":"Fees for financial plans range from $1,000 to $2,000 depending on the service requested by the client."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012080","page":"https://plannerfees.com/planners/wayfinding-financial-llc-306208/"},{"crd":308177,"name":"Waymaker Financial Planning","city":"Fort Worth","state":"TX","fees":{"hourly":[300,300],"flat":[900,900],"monthly":[50,1200],"annual":[720,14000]},"sourceSentences":{"flat":"Modular Financial Plans start at $900 with a maximum fee range of $7,200.","hourly":"Fees are based on our billable rate of $300 per hour.","annual":"This service consists of an annual fee ranging from $720 to $14,000, paid monthly, in arrears ($50 to $1,200 per month).","monthly":"This service consists of an annual fee ranging from $720 to $14,000, paid monthly, in arrears ($50 to $1,200 per month)."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010228","page":"https://plannerfees.com/planners/waymaker-financial-planning-308177/"},{"crd":335480,"name":"Wayne Financial LLC","city":"North Bend","state":"OH","fees":{"hourly":[0,500]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $0 and $500."},"brochureDate":"5/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045543","page":"https://plannerfees.com/planners/wayne-financial-llc-335480/"},{"crd":117889,"name":"Wayne Gilbert & Company","city":"Davis","state":"CA","fees":{"hourly":[50,300],"flat":[500,10000]},"sourceSentences":{"hourly":"Hourly fees range from $50 - $300 per hour.","flat":"Fixed fees range from a minimum fee of $500 to $10,000 for a financial plan."},"brochureDate":"5/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044828","page":"https://plannerfees.com/planners/wayne-gilbert-company-117889/"},{"crd":138731,"name":"Waynefirebaugh, Inc.","city":"Roanoke","state":"VA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Generally, our hourly fee for financial planning services is $500, which is negotiable based on the complexity and scope of the services requested."},"brochureDate":"7/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052460","page":"https://plannerfees.com/planners/waynefirebaugh-inc-138731/"},{"crd":336377,"name":"Waypoint Financial Planning, LLC","city":"Marietta","state":"GA","fees":{"hourly":[250,250],"flat":[6000,6000]},"sourceSentences":{"flat":"Ongoing Financial Planning Waypoint collects an initial fee, no greater than $6,000.","hourly":"Our hourly rate is $250."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050288","page":"https://plannerfees.com/planners/waypoint-financial-planning-llc-336377/"},{"crd":284021,"name":"Waypoint Financial, LLC","city":"Dublin","state":"PA","fees":{"hourly":[500,500],"flat":[2400,12000]},"sourceSentences":{"flat":"The fixed fee can range between $2,400 and $12,000.","hourly":"Financial Planning fee is an hourly rate of $500 per hour, depending on complexity."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016493","page":"https://plannerfees.com/planners/waypoint-financial-llc-284021/"},{"crd":332314,"name":"Waypoint Strategic Wealth LLC","city":"West Stuart","state":"FL","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"Hourly fees are billed at an hourly rate of $400 per hour Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor."},"brochureDate":"8/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046170","page":"https://plannerfees.com/planners/waypoint-strategic-wealth-llc-332314/"},{"crd":171822,"name":"Waypoint Wealth Counsel LLC","city":"Atlanta","state":"GA","fees":{"hourly":[100,100],"flat":[0,12000]},"sourceSentences":{"flat":"Our financial planning service fee typically ranges from $0 to $12,000.","hourly":"Our hourly fee for consulting on topics not related to asset management will not exceed $100 an hour."},"brochureDate":"8/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053889","page":"https://plannerfees.com/planners/waypoint-wealth-counsel-llc-171822/"},{"crd":155574,"name":"Waypoint Wealth Management","city":"Timonium","state":"MD","fees":{"flat":[1800,7500]},"sourceSentences":{"flat":"Financial planning fees will be charged as a fixed fee, typically ranging from $1,800 to $7,500, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to 5 complete the engagement and the different reports to be…"},"brochureDate":"8/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053997","page":"https://plannerfees.com/planners/waypoint-wealth-management-155574/"},{"crd":336522,"name":"Waypoint West","city":"San Francisco","state":"CA","fees":{"flat":[1,20000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1 and $20,000."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054669","page":"https://plannerfees.com/planners/waypoint-west-336522/"},{"crd":105289,"name":"WBH Advisory, Inc.","city":"Baltimore","state":"MD","fees":{"flat":[6000,6000]},"sourceSentences":{"flat":"The fee for a new financial planning client is $6,000 for an initial financial plan."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030696","page":"https://plannerfees.com/planners/wbh-advisory-inc-105289/"},{"crd":282071,"name":"WBH Financial Services, LLC","city":"Lake Oswego","state":"OR","fees":{"hourly":[250,250],"flat":[250,3500],"monthly":[85,500]},"sourceSentences":{"flat":"For financial planning, minimum fees charged for one-time administrative set-up fee generally ranging between $250.00 and $3,500.00, and then a monthly fee ranging between of $85.00 and $500.00 depending upon which Financial Planning or Coaching Package the Client chooses.","monthly":"For financial planning, minimum fees charged for one-time administrative set-up fee generally ranging between $250.00 and $3,500.00, and then a monthly fee ranging between of $85.00 and $500.00 depending upon which Financial Planning or Coaching Package the Client chooses.","hourly":"Hourly rates are $250.00."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033696","page":"https://plannerfees.com/planners/wbh-financial-services-llc-282071/"},{"crd":314504,"name":"WD Financial Solutions","city":"Owings","state":"MD","fees":{"hourly":[200,200],"flat":[360,2160]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $360-$2,160 and an ongoing fee that is paid monthly, in arrears, at the rate of $100-600 per month.","hourly":"Financial Planning engagements are offered at the rate of $200.00 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034514","page":"https://plannerfees.com/planners/wd-financial-solutions-314504/"},{"crd":175405,"name":"We Alliance Wealth Advisors, Inc.","city":"Roseville","state":"CA","fees":{"hourly":[50,300],"flat":[495,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $495 and $10,000.","hourly":"The negotiated hourly fee for these services is between $50 and $300."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019893","page":"https://plannerfees.com/planners/we-alliance-wealth-advisors-inc-175405/"},{"crd":298549,"name":"We Financial Group","city":"San Francisco","state":"CA","fees":{"flat":[400,400]},"sourceSentences":{"flat":"Clients engaged in CitizenMint’s services will be charged an additional flat fee of $400."},"brochureDate":"4/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041663","page":"https://plannerfees.com/planners/we-financial-group-298549/"},{"crd":316611,"name":"Wealth 73, LLC","city":"Jacksonville","state":"FL","fees":{"flat":[4200,4200],"monthly":[350,500]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from 9 $350/mo for individuals to $500/mo for couples.","flat":"Fixed fee rates range between $4,200 for individuals to $6,000 for couples."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045925","page":"https://plannerfees.com/planners/wealth-73-llc-316611/"},{"crd":330912,"name":"Wealth Accel","city":"Centerville","state":"OH","fees":{"hourly":[400,400],"monthly":[1375,1375],"annual":[16500,16500]},"sourceSentences":{"annual":"The total annual fee would be $16,500 ($1,375/Month).","monthly":"The total annual fee would be $16,500 ($1,375/Month).","hourly":"Our hourly rate is $400 per hour, billed in increments of one-quarter hour (15 minutes) for time spent directly working on a client’s behalf."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039531","page":"https://plannerfees.com/planners/wealth-accel-330912/"},{"crd":156408,"name":"Wealth Accumulation & Preservation, Inc.","city":"Streator","state":"IL","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"Services are available to all clients for an hourly fee between $100 to $300."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009168","page":"https://plannerfees.com/planners/wealth-accumulation-preservation-inc-156408/"},{"crd":122050,"name":"Wealth Advisors Group","city":"Fort Wayne","state":"IN","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees for financial planning and consulting services are charged at either a fixed rate of $200.00 per hour or a flat fixed rate, depending on a variety of factors including the scope of the engagement or client preference."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024314","page":"https://plannerfees.com/planners/wealth-advisors-group-122050/"},{"crd":140115,"name":"Wealth Analytics Partners, LLC","city":"San Diego","state":"CA","fees":{"hourly":[250,250],"flat":[500,50000]},"sourceSentences":{"flat":"Fixed fees refer to written financial plans, which range from $500.00 to $50,000, depending on the nature and complexity of a client’s financial situation.","hourly":"If a client cancels, any prepaid fees will be refunded on a pro-rated basis and/or the Adviser may deduct fees based upon the amount of time spent at a rate of $250 per hour."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049883","page":"https://plannerfees.com/planners/wealth-analytics-partners-llc-140115/"},{"crd":339344,"name":"Wealth and Plan","city":"Cypress","state":"TX","fees":{"hourly":[250,250],"flat":[2000,5000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,000 to $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"4/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042402","page":"https://plannerfees.com/planners/wealth-and-plan-339344/"},{"crd":135373,"name":"Wealth Architects, LLC","city":"Mountain View","state":"CA","fees":{"hourly":[150,750],"flat":[2500,20000]},"sourceSentences":{"flat":"Our wealth planning and consulting fees are negotiable, but generally, range from $2,500 to $20,000 on a fixed fee basis and from $150 to $750 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the wealth planning and/or the consulting services.","hourly":"Our wealth planning and consulting fees are negotiable, but generally, range from $2,500 to $20,000 on a fixed fee basis and from $150 to $750 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the wealth planning and/or the consulting services."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031414","page":"https://plannerfees.com/planners/wealth-architects-llc-135373/"},{"crd":333094,"name":"Wealth Being Advisors LLC","city":"Hermosa Beach","state":"CA","fees":{"hourly":[275,275],"flat":[500,6000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $6,000.","hourly":"Our hourly rate is $275."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055810","page":"https://plannerfees.com/planners/wealth-being-advisors-llc-333094/"},{"crd":331995,"name":"Wealth Beyond Math","city":"Austin","state":"TX","fees":{"hourly":[388,388],"flat":[3888,15888],"quarterly":[1195,2500]},"sourceSentences":{"hourly":"In cases where the calculated fee does exceed 3%, we will track our tasks and hours, charging only for actual hours worked at an hourly rate of $388.","quarterly":"For the period of November 18 to December 31, the fee calculation is: 44 days prorated for period x ($2,500 quarterly fee / 92 days in quarter) = $1,195.65 prorated.","flat":"Based on the complexity of your financial situation, fixed fees typically range between $3,888 and $15,888, or they could be higher in more complex situations."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015907","page":"https://plannerfees.com/planners/wealth-beyond-math-331995/"},{"crd":307622,"name":"Wealth Cairn, LLC","city":"Aromas","state":"CA","fees":{"hourly":[250,500],"flat":[2500,5500]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $2500 and $5,500.","hourly":"The negotiated hourly fee for these services is between $250 and $500. 5 Clients may terminate the agreement without penalty, for full refund of CAIRN 's fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"5/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043921","page":"https://plannerfees.com/planners/wealth-cairn-llc-307622/"},{"crd":311822,"name":"Wealth Den Financial","city":"Mound","state":"MN","fees":{"hourly":[200,200],"flat":[1000,3000]},"sourceSentences":{"flat":"The fee for development of a comprehensive financial plan will range between $1,000-$3,000, depending on complexity and needs of the Client.","hourly":"Financial Planning engagements are offered at an hourly rate of $200 per hour."},"brochureDate":"2/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005543","page":"https://plannerfees.com/planners/wealth-den-financial-311822/"},{"crd":119127,"name":"Wealth Development Strategies Investment Advisory, Inc.","city":"Houston","state":"TX","fees":{"hourly":[550,550],"flat":[2500,50000]},"sourceSentences":{"flat":"In general, flat fees may range from $2,500 to $50,000 with an initial $500 deposit upfront, and the remainder due upon delivery of the plan for financial planning or receipt of the invoice for consultative services.","hourly":"WDSIA will assess a minimum hourly fee rate of $550 an hour for Financial Planning provided in connection with the preparation of a Financial Plan until the date of termination of the Financial Planning Agreement."},"brochureDate":"2/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010934","page":"https://plannerfees.com/planners/wealth-development-strategies-investment-advisory-inc-119127/"},{"crd":332595,"name":"Wealth Ease Wealth Management","city":"Marshall","state":"MI","fees":{"hourly":[250,250],"flat":[500,15000],"annual":[500,500]},"sourceSentences":{"annual":"Minimum annual fee: $500.","flat":"6 The negotiated fixed rate for creating client financial plans is between $500 and $15,000.","hourly":"The negotiated hourly fee for these services is $250."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015212","page":"https://plannerfees.com/planners/wealth-ease-wealth-management-332595/"},{"crd":128549,"name":"Wealth Engineering, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[400,400]},"sourceSentences":{"hourly":"When such instances arise, the Firm will notify the Client and, upon the Client’s approval, an hourly fee of $400 will be billed for these services, upon completion."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011620","page":"https://plannerfees.com/planners/wealth-engineering-llc-128549/"},{"crd":168578,"name":"Wealth Engineers, LLC","city":"Denver","state":"CO","fees":{"annual":[6000,6000]},"sourceSentences":{"annual":"Stand-alone ongoing financial planning services require a minimum annual fee of 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individual modules for an hourly fee of $200 per hour."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004060","page":"https://plannerfees.com/planners/wealth-guardian-advisory-pllc-153483/"},{"crd":322123,"name":"Wealth in Yourself LLC","city":"Zephyr Cove","state":"NV","fees":{"hourly":[250,500],"flat":[499,499],"annual":[15000,15000]},"sourceSentences":{"annual":"Rookie Foundations: $15,000/year — entry-level professionals","hourly":"The negotiated hourly fee for these services is between $250 and $500.","flat":"One-Time Meeting Fees The rate for these services is $499."},"brochureDate":"6/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049788","page":"https://plannerfees.com/planners/wealth-in-yourself-llc-322123/"},{"crd":338077,"name":"Wealth Innovation 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with…"},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059779","page":"https://plannerfees.com/planners/wealth-innovation-group-338077/"},{"crd":331880,"name":"Wealth Iq","city":"Lafayette","state":"CO","fees":{"hourly":[350,350],"flat":[15000,15000]},"sourceSentences":{"flat":"We charge a fixed fee to draft or review a Comprehensive Financial Plan, generally no greater than $15,000.","hourly":"Our hourly rate is $350."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052792","page":"https://plannerfees.com/planners/wealth-iq-331880/"},{"crd":168008,"name":"Wealth Keepers","city":"Johnson City","state":"TX","fees":{"hourly":[100,200]},"sourceSentences":{"hourly":"2 Financial Planning and Investment Consultation Services Hourly fees for financial planning are incidental investment consulting services are $100 to $200 per hour, billed in 15-minute increments (four increments per hour) and a partial increment will be treated as a whole."},"brochureDate":"1/22/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=856621","page":"https://plannerfees.com/planners/wealth-keepers-168008/"},{"crd":145705,"name":"Wealth Legacy Group, Inc.","city":"San Diego","state":"CA","fees":{"hourly":[835,835],"flat":[22995,22995]},"sourceSentences":{"flat":"If the planning is to include domestic and IRS-approved international situs considerations for multi-generational asset transfer & protection along with the other areas above, the planning fee is instead $22,995. ● Critical Actions Roadmap™ (Focused)–$14,995.","hourly":"The client will receive a prior agenda and postmeeting summary of our time together. ● Assessment/Consultation - $835/hour."},"brochureDate":"7/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052920","page":"https://plannerfees.com/planners/wealth-legacy-group-inc-145705/"},{"crd":129599,"name":"Wealth Logic, LLC","city":"Colorado Spring","state":"CO","fees":{"hourly":[450,450],"flat":[1800,10000]},"sourceSentences":{"hourly":"The rate is $450 per hour, billed in 6minute increments.","flat":"The fee takes into consideration factors such as the complexity and scope of the project, and typically ranges from $1,800 to $10,000; the fixed fee for unique engagements may, however, fall outside this typical range."},"brochureDate":"1/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000099","page":"https://plannerfees.com/planners/wealth-logic-llc-129599/"},{"crd":128836,"name":"Wealth Management Advisers, 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American Funds accounts at any time. 9 Financial Planning Fees for financial plans and investment advice may also be charged based on the time required to perform the services and are billed at a rate of $50-$350 per hour."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059668","page":"https://plannerfees.com/planners/wealth-management-advisors-inc-115433/"},{"crd":125615,"name":"Wealth Management Advisors, LLC","city":"Livingston","state":"NJ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Our financial planning fees are calculated and charged on an hourly basis at a rate of $200 per hour."},"brochureDate":"6/21/2018","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=518089","page":"https://plannerfees.com/planners/wealth-management-advisors-llc-125615/"},{"crd":171260,"name":"Wealth Management Advisors, 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WM CPAs charges an hourly fee of $150 for financial planning."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011589","page":"https://plannerfees.com/planners/wealth-management-cpas-llc-310096/"},{"crd":108749,"name":"Wealth Management Group","city":"Tipp City","state":"OH","fees":{"hourly":[400,400],"flat":[250,15000]},"sourceSentences":{"hourly":"The hourly charge is a maximum of $400 per hour and the flat rate fee ranges from $250 to $15,000.","flat":"The hourly charge is a maximum of $400 per hour and the flat rate fee ranges from $250 to $15,000."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026478","page":"https://plannerfees.com/planners/wealth-management-group-108749/"},{"crd":171446,"name":"Wealth Management of Kentucky, 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ranging from $75 to $1250 per quarter, or $25 to $417 per month."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009384","page":"https://plannerfees.com/planners/wealth-management-partners-llc-133467/"},{"crd":306780,"name":"Wealth Management Partners of Los Angeles","city":"Encino","state":"CA","fees":{"hourly":[250,250],"flat":[500,3000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $3,000.","hourly":"The negotiated hourly fee for these services is $250."},"brochureDate":"8/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054657","page":"https://plannerfees.com/planners/wealth-management-partners-of-los-angeles-306780/"},{"crd":309790,"name":"Wealth Management Partners, LLC","city":"Tucson","state":"AZ","fees":{"hourly":[400,400],"flat":[10000,10000]},"sourceSentences":{"hourly":"The maximum hourly fee to be charged will not exceed $400.","flat":"Flat fees will not exceed $10,000."},"brochureDate":"9/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058721","page":"https://plannerfees.com/planners/wealth-management-partners-llc-309790/"},{"crd":164379,"name":"Wealth Management Services Inc.","city":"Sarasota","state":"FL","fees":{"hourly":[150,250]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the hourly fee for financial planning is between $150 and $250."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=489975","page":"https://plannerfees.com/planners/wealth-management-services-inc-164379/"},{"crd":131012,"name":"Wealth Management Services, 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company…"},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045155","page":"https://plannerfees.com/planners/wealth-management-solutions-127517/"},{"crd":324763,"name":"Wealth More Enterprise, Inc.","city":"Philadelphia","state":"PA","fees":{"monthly":[25,25]},"sourceSentences":{"monthly":"The Monthly Fee for Invest+ Plan Clients is $25 per month billed in advance."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031147","page":"https://plannerfees.com/planners/wealth-more-enterprise-inc-324763/"},{"crd":137780,"name":"Wealth One Advisors","city":"Fallbrook","state":"CA","fees":{"hourly":[175,175],"flat":[250,250]},"sourceSentences":{"flat":"The advisor shall retain the option of charging $250 for each additional financial planning module as agreed to in advance in the advisory contract.","hourly":"The fee for financial planning consultations is $175 per hour."},"brochureDate":"8/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056182","page":"https://plannerfees.com/planners/wealth-one-advisors-137780/"},{"crd":132115,"name":"Wealth Partners, Inc.","city":"Moreland","state":"GA","fees":{"hourly":[75,125],"annual":[500,500]},"sourceSentences":{"annual":"The minimum annual planning fee for any client is $500.","hourly":"Senior Planning Partner Junior Planner Partner Administrative Services 9 $175 per hour $125 per hour $75 per hour Portfolio Management (Direct- Managed by Wealth Partners) This is the most common arrangement."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039773","page":"https://plannerfees.com/planners/wealth-partners-inc-132115/"},{"crd":144800,"name":"Wealth Personal","city":"Elk Rapids","state":"MI","fees":{"flat":[2500,2500]},"sourceSentences":{"flat":"Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING Wealth Personal charges a fixed fee of no more than $2,500 based on complexity and unique client needs for financial planning."},"brochureDate":"4/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041444","page":"https://plannerfees.com/planners/wealth-personal-144800/"},{"crd":291708,"name":"Wealth Planning Group","city":"Baltimore","state":"MD","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"Registrant’s planning and consulting fees are negotiable, but generally range up to $25,000 on a fixed fee basis, and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030031","page":"https://plannerfees.com/planners/wealth-planning-group-291708/"},{"crd":143222,"name":"Wealth Planning Group, Inc.","city":"Valencia","state":"CA","fees":{"hourly":[250,250],"flat":[2000,20000]},"sourceSentences":{"flat":"Fees for Financial Planning Services may be charged as a fixed fee, typically ranging from $2,000 - $20,000, depending on the nature and complexity of each client’s circumstances.","hourly":"Ongoing Planning Services or Special Project Fees may be charged on an hourly basis, at a negotiable fee of $250 per-hour, depending on the nature and complexity of each client’s circumstances."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=376452","page":"https://plannerfees.com/planners/wealth-planning-group-inc-143222/"},{"crd":148524,"name":"Wealth Renovators, LLC","city":"Overland Park","state":"KS","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Renovators charge a one-time start-up fee of $500 for “on-boarding” a new client."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027631","page":"https://plannerfees.com/planners/wealth-renovators-llc-148524/"},{"crd":321031,"name":"Wealth Science Advisors LLC","city":"Alpharetta","state":"GA","fees":{"hourly":[125,1200],"flat":[1500,1500]},"sourceSentences":{"hourly":"The amount of the planning fee shall generally be based upon the individual providing the service and the scope and complexity of the services to be provided (typically ranging from $125 to $1,200 on an hourly rate basis, and between $1,500 and $1,000,000 on a fixed fee basis).","flat":"The amount of the planning fee shall generally be based upon the individual providing the service and the scope and complexity of the services to be provided (typically ranging from $125 to $1,200 on an hourly rate basis, and between $1,500 and $1,000,000 on a fixed fee basis)."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025761","page":"https://plannerfees.com/planners/wealth-science-advisors-llc-321031/"},{"crd":334760,"name":"Wealth Script Advisors","city":"San Francisco","state":"CA","fees":{"annual":[15000,15000]},"sourceSentences":{"annual":"The fee is to be charged quarterly in advance and will not exceed $15,000 annually."},"brochureDate":"8/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055215","page":"https://plannerfees.com/planners/wealth-script-advisors-334760/"},{"crd":283700,"name":"Wealth Span Capital Management","city":"Northfield","state":"MN","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Wealth Span Capital will charge a fixed fee for comprehensive financial planning services in the range of $500 to $10,000 based upon the complexity and scope of client’s assets and circumstances."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022671","page":"https://plannerfees.com/planners/wealth-span-capital-management-283700/"},{"crd":297130,"name":"Wealth Strategies & Solutions, LTD.","city":"Rochester","state":"NY","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"$200 per hour, payable upon completion of project or at the end of each month (or other agreed upon time) as invoiced by WS&S. 9 Your financial planning services advisory agreement with WS&S is for a period of one year, unless otherwise stated."},"brochureDate":"2/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009477","page":"https://plannerfees.com/planners/wealth-strategies-solutions-ltd-297130/"},{"crd":312747,"name":"Wealth Team LLC","city":"Franklin","state":"IN","fees":{"hourly":[300,300],"annual":[750,10000]},"sourceSentences":{"hourly":"AND CONSULTING Initial or One-time Financial Planning Wealth Team charges an hourly fee of $300 per hour for financial planning.","annual":"The annual fixed annual fee ranges from $750 to $10,000 and is paid monthly in 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engagement."},"brochureDate":"8/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053703","page":"https://plannerfees.com/planners/wealthbridge-capital-management-llc-298254/"},{"crd":286348,"name":"Wealthbuilders, LLC","city":"Carlsbad","state":"CA","fees":{"hourly":[495,495]},"sourceSentences":{"hourly":"One-Hour Advice Sessions For One-Hour Advice Sessions, we charge an hourly fee of $495."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025468","page":"https://plannerfees.com/planners/wealthbuilders-llc-286348/"},{"crd":281771,"name":"Wealthcare","city":"Cabin John","state":"MD","fees":{"hourly":[200,200],"monthly":[200,200]},"sourceSentences":{"hourly":"For Hourly Service, Wealthcare charges $200.00 per hour with annual escalation based upon the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).","monthly":"Wealthcare may require a minimum fee of $200.00 per month with annual escalation based upon the CPI-W."},"brochureDate":"1/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=938554","page":"https://plannerfees.com/planners/wealthcare-281771/"},{"crd":269840,"name":"Wealthcollab","city":"Bellevue","state":"WA","fees":{"hourly":[300,300],"monthly":[1650,1650]},"sourceSentences":{"monthly":"The fee for this service is $1,650 per month and includes: ● Semi-Annual Review Meetings. ● Coordination with client and other advisors throughout the year to ensure that financial planning and investment recommendations are being implemented as expected. ● On call to answer any financial questions that come up…","hourly":"Hourly/Project Based Financial Planning Financial Planning fee is an hourly rate of $300.00 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032807","page":"https://plannerfees.com/planners/wealthcollab-269840/"},{"crd":311049,"name":"Wealthdevs","city":"Santa Cruz","state":"CA","fees":{"hourly":[250,250],"flat":[499,10000],"monthly":[833,833]},"sourceSentences":{"monthly":"The fee consists of an upfront fee of $2,500 and an ongoing monthly fee of $833 per month.","flat":"The fixed fee can range between $499 and $10,000.","hourly":"Financial Planning engagements are offered at an hourly rate of $250.00 per hour."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015216","page":"https://plannerfees.com/planners/wealthdevs-311049/"},{"crd":334521,"name":"Wealthera Financial Planning","city":"Orlando","state":"FL","fees":{"hourly":[250,250],"flat":[2000,5000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,000 to $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=943615","page":"https://plannerfees.com/planners/wealthera-financial-planning-334521/"},{"crd":299248,"name":"Wealthfd","city":"Conshohocken","state":"PA","fees":{"hourly":[250,1000],"flat":[1000,1000],"annual":[5000,15000]},"sourceSentences":{"flat":"The fixed fee starts at $1,000 and can be negotiable.","hourly":"Financial Planning will also be offered on an hourly basis at a rate of $250 - $1,000 per hour.","annual":"The minimum fee will typically be between $5,000 and $15,000 annually."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025524","page":"https://plannerfees.com/planners/wealthfd-299248/"},{"crd":298857,"name":"Wealthfolio Advisors LLC","city":"Sonoma","state":"CA","fees":{"hourly":[150,300],"flat":[500,5000]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $150 and $300.","flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020952","page":"https://plannerfees.com/planners/wealthfolio-advisors-llc-298857/"},{"crd":125923,"name":"Wealthguard LLC","city":"Westport","state":"CT","fees":{"hourly":[150,300]},"sourceSentences":{"hourly":"When engaged by you, WealthGuard will charge you a fee only for services actually rendered under our Financial Planning Agreement on an hourly basis, of between $150 and $300 per hour, or for an aggregate agreed upon fixed rate."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025668","page":"https://plannerfees.com/planners/wealthguard-llc-125923/"},{"crd":329822,"name":"Wealthguides LLC","city":"Indianapolis","state":"IN","fees":{"hourly":[499,499],"monthly":[499,499]},"sourceSentences":{"monthly":"$499/Month WG collects an initial fee of $0 - $2,994 for creation of a comprehensive financial plan.","hourly":"Our hourly rate is $499."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003018","page":"https://plannerfees.com/planners/wealthguides-llc-329822/"},{"crd":304347,"name":"Wealthier Way, LLC","city":"Sioux Falls","state":"SD","fees":{"hourly":[200,200],"annual":[2000,2000]},"sourceSentences":{"annual":"Clients engaged in the Full-Service Wealth Program are subject to a minimum annual planning fee of $2,000.","hourly":"The hourly rate is $200 per hour and is billed in 15-minute increments, and a partial increment will be treated as a whole increment."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037561","page":"https://plannerfees.com/planners/wealthier-way-llc-304347/"},{"crd":308473,"name":"Wealthix Capital","city":"Virginia Beach","state":"VA","fees":{"hourly":[250,250],"flat":[500,10000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $10,000.00, depending on complexity and the needs of the client.","hourly":"Financial Planning engagements are offered at an hourly rate of $250.00 per hour."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003079","page":"https://plannerfees.com/planners/wealthix-capital-308473/"},{"crd":288484,"name":"Wealthjar Investment Advisory, 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and $10,000 for financial planning and consulting services based on complexity and unique client needs."},"brochureDate":"7/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053498","page":"https://plannerfees.com/planners/wealthkare-com-inc-115111/"},{"crd":339429,"name":"Wealthmap Planning","city":"San Luis Obispo","state":"CA","fees":{"hourly":[300,300],"flat":[1500,1500]},"sourceSentences":{"flat":"For the Year-End Tax Plan, offered to clients as an optional additional component of their 12-month service engagement, WMP charges a flat fee of $1,500.","hourly":"WMP will be available via our hourly fee of $300."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048938","page":"https://plannerfees.com/planners/wealthmap-planning-339429/"},{"crd":328126,"name":"Wealthmind Financial 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rate for creating client financial plans is between $500 and $2,500."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025244","page":"https://plannerfees.com/planners/wealthnest-capital-inc-281725/"},{"crd":169872,"name":"Wealthought LLC","city":"Upper Arlington","state":"OH","fees":{"hourly":[100,500],"flat":[100,25000]},"sourceSentences":{"flat":"Thereafter, clients may terminate the Financial Planning Agreement with upon written notice. 7 Fixed Fees The rate for creating client financial plans is between $100 and $25,000.","hourly":"The hourly fee for these services is between $100 and $500."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039615","page":"https://plannerfees.com/planners/wealthought-llc-169872/"},{"crd":308861,"name":"Wealthpenn.com LLC","city":"Sinking 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$300."},"brochureDate":"8/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055755","page":"https://plannerfees.com/planners/wealthplan-investment-management-llc-311364/"},{"crd":305026,"name":"Wealthplan Partners","city":"Omaha","state":"NE","fees":{"hourly":[100,300]},"sourceSentences":{"hourly":"Flat fees generally range up to $5,000 and the hourly fee ranges between $100 and $300.The fee to be paid by the client will be outlined in the signed service agreement. 9 Prior to engaging us to provide financial planning and/or consulting services, the client and firm are required to enter into a written…"},"brochureDate":"7/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052463","page":"https://plannerfees.com/planners/wealthplan-partners-305026/"},{"crd":332312,"name":"Wealthpoint 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detailed in the Financial Planning Agreement."},"brochureDate":"3/19/2024","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=890595","page":"https://plannerfees.com/planners/wealthportrait-financial-llc-314459/"},{"crd":338308,"name":"Wealthprotect Advisors LLC","city":"Pittsburgh","state":"PA","fees":{"flat":[1200,1200]},"sourceSentences":{"flat":"There is a one-time $1,200 onboarding fee which is rebated after a Client has been engaged with WPA for 3 years."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048650","page":"https://plannerfees.com/planners/wealthprotect-advisors-llc-338308/"},{"crd":141473,"name":"Wealthquest Corporation","city":"Cincinnati","state":"OH","fees":{"quarterly":[1500,1500]},"sourceSentences":{"quarterly":"There is no minimum required assets under management, however assets less than $500,000 are subject to a minimum 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$200."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030210","page":"https://plannerfees.com/planners/wealthrise-financial-planning-llc-283764/"},{"crd":226733,"name":"Wealthshape LLC","city":"Windsor","state":"CT","fees":{"hourly":[250,250],"flat":[5000,5000]},"sourceSentences":{"flat":"The total estimated fee, as well as the ultimate fee charged, is based on the complexity of the engagement, with flat fees not exceeding $5,000 and hourly fees at $250 per hour (billed in 15minute increments).","hourly":"The total estimated fee, as well as the ultimate fee charged, is based on the complexity of the engagement, with flat fees not exceeding $5,000 and hourly fees at $250 per hour (billed in 15minute 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$250."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015669","page":"https://plannerfees.com/planners/wealthtarget-investment-advisors-llc-124036/"},{"crd":300879,"name":"Wealthu Advisors LLC","city":"Enola","state":"PA","fees":{"flat":[750,3000],"monthly":[175,600]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of a negotiable upfront charge of $750.00 to $3,000.00 depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $175.00 - $600.00 per month depending on income.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of a negotiable upfront charge of $750.00 to $3,000.00 depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $175.00 - $600.00 per month depending on income."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039666","page":"https://plannerfees.com/planners/wealthu-advisors-llc-300879/"},{"crd":140004,"name":"Wealthvalues, LLC","city":"Redwood City","state":"CA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Fees for planning services are generally set at a fixed fee of not less than $5,000."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031578","page":"https://plannerfees.com/planners/wealthvalues-llc-140004/"},{"crd":149476,"name":"Wealthview Capital, LLC","city":"Jackson","state":"MS","fees":{"hourly":[150,500],"flat":[1500,25000]},"sourceSentences":{"flat":"For clients interested in Financial Planning only and not asset-management, Wealthview will charge a fixed fee typically ranging from $1,500 - $25,000, depending on the complexity and length of the 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financial plan and needs of the client, our fees for financial planning services are $240.00 per hour (min. 1 hour)."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035180","page":"https://plannerfees.com/planners/wealthwise-financial-solutions-llc-141813/"},{"crd":329767,"name":"Wealthwyzr, LLC","city":"Ellicott City","state":"MD","fees":{"hourly":[500,500],"flat":[6000,12000]},"sourceSentences":{"flat":"We charge a recurring annual fee of $6,000 - $12,000 for Ongoing Financial Planning.","hourly":"Our hourly rate is $500."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007465","page":"https://plannerfees.com/planners/wealthwyzr-llc-329767/"},{"crd":120278,"name":"Wealthy & Wise Family Office","city":"Columbia","state":"MD","fees":{"hourly":[50,300]},"sourceSentences":{"hourly":"Educational Seminars and Workshops Educational seminar/workshop attendees and/or organizers of the event may be assessed a per-session or hourly fee ranging from $50-500 a session or $50-$300 an hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032460","page":"https://plannerfees.com/planners/wealthy-wise-family-office-120278/"},{"crd":310994,"name":"Wealthy Intentions","city":"Sterling Heights","state":"MI","fees":{"hourly":[250,250],"flat":[500,500],"quarterly":[500,500]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid quarterly, in advance, at the rate of $500 per quarter.","quarterly":"Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid quarterly, in advance, at the rate of $500 per quarter.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"2/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010830","page":"https://plannerfees.com/planners/wealthy-intentions-310994/"},{"crd":334643,"name":"Wealthy With Intention","city":"Winslow","state":"ME","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $5,000.","hourly":"Our hourly rate is $250."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018586","page":"https://plannerfees.com/planners/wealthy-with-intention-334643/"},{"crd":162302,"name":"Weather Eye Advisors, Inc.","city":"Rochester Hills","state":"MI","fees":{"hourly":[190,190]},"sourceSentences":{"hourly":"Financial and tax planning advice for assets not under management by Weather-Eye Advisors is charged at $190 per hour."},"brochureDate":"3/27/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=962529","page":"https://plannerfees.com/planners/weather-eye-advisors-inc-162302/"},{"crd":333716,"name":"Weatherby Capital, LLC","city":"Kansas City","state":"MO","fees":{"hourly":[150,150],"flat":[1500,12000]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $150 per hour and will be negotiated and agreed upon by the parties in advance.","flat":"Weatherby Capital will charge a fixed fee for holistic Financial Planning Services in the range of $1,500 to $12,000 per plan as negotiated and contracted for with client in advance."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023722","page":"https://plannerfees.com/planners/weatherby-capital-llc-333716/"},{"crd":106935,"name":"Weatherly Asset Management","city":"Del 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hourly rate of $400/hour should an hourly structure be appropriate for a given plan/project."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027290","page":"https://plannerfees.com/planners/webster-wealth-advisors-inc-119664/"},{"crd":168347,"name":"Webster Wealth Management","city":"Kansas City","state":"MO","fees":{"hourly":[150,150],"flat":[100,500]},"sourceSentences":{"flat":"The fixed fee can range between $100.00 and $500.00.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $150.00 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031676","page":"https://plannerfees.com/planners/webster-wealth-management-168347/"},{"crd":305815,"name":"Wedmont Private Capital","city":"West 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$500 per hour, on a project basis, or as negotiated, upon mutual agreement with the client."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026421","page":"https://plannerfees.com/planners/wegner-asset-management-llc-110866/"},{"crd":334537,"name":"Weimer Financial Advisors LLC","city":"Southlake","state":"TX","fees":{"hourly":[400,400],"monthly":[200,2000]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $200 - $2,000 per month.","hourly":"(214) 926-7282 Page 6 Project-Based Financial Planning Project-Based Financial Planning engagements are offered at a rate of $400 per hour."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047485","page":"https://plannerfees.com/planners/weimer-financial-advisors-llc-334537/"},{"crd":328590,"name":"Weinand Financial, 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$20,000."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011396","page":"https://plannerfees.com/planners/weingarten-associates-l-l-c-127718/"},{"crd":333843,"name":"Weisberg Capital Management","city":"Palm Desert","state":"CA","fees":{"flat":[500,15000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $500 and $15,000."},"brochureDate":"6/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049313","page":"https://plannerfees.com/planners/weisberg-capital-management-333843/"},{"crd":339866,"name":"Weise Financial Wellness","city":"Middlebury","state":"CT","fees":{"hourly":[300,300],"flat":[1500,1500],"annual":[3000,3000]},"sourceSentences":{"flat":"The fee for a Comprehensive Financial Plan begins at $1,500.","annual":"The fee for Ongoing Financial Planning begins at $3,000 per year and is separate from the 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the complexity and needs of the client.","hourly":"Single Engagement (Hourly Fee) Financial Planning services may be provided on an hourly basis for specific financial planning projects at the rate of $350 per hour."},"brochureDate":"1/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004868","page":"https://plannerfees.com/planners/weiser-financial-planning-llc-289400/"},{"crd":159331,"name":"Weiss Financial Group LLC","city":"Mahopac","state":"NY","fees":{"flat":[1500,1500]},"sourceSentences":{"flat":"Investment Programs for Company Retirement Plans Only One-time Investment Selection Assistance starts at $1,500."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004102","page":"https://plannerfees.com/planners/weiss-financial-group-llc-159331/"},{"crd":301501,"name":"Weiss Financial Group, LLC","city":"Des 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hour."},"brochureDate":"5/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046492","page":"https://plannerfees.com/planners/welch-private-wealth-342657/"},{"crd":304622,"name":"Well-Planned Financial LLC","city":"Staunton","state":"VA","fees":{"flat":[200,1000],"monthly":[120,1000]},"sourceSentences":{"flat":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $200-$1000 and an ongoing fee that is paid monthly, in arrears, at the rate of $120-$1000 per month.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $200-$1000 and an ongoing fee that is paid monthly, in arrears, at the rate of $120-$1000 per month."},"brochureDate":"4/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042153","page":"https://plannerfees.com/planners/well-planned-financial-llc-304622/"},{"crd":306770,"name":"Wellacre Global Wealth Advisors","city":"Santa Monica","state":"CA","fees":{"flat":[5000,25000]},"sourceSentences":{"flat":"Flat fees range from $5,000 to $25,000."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012813","page":"https://plannerfees.com/planners/wellacre-global-wealth-advisors-306770/"},{"crd":337369,"name":"Wellencourt Wealth Management LLC","city":"Wayzata","state":"MN","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial Planning fee is an hourly rate is $150.00 per hour, depending on complexity."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010805","page":"https://plannerfees.com/planners/wellencourt-wealth-management-llc-337369/"},{"crd":329254,"name":"Wellfin360","city":"Lynnfield","state":"MA","fees":{"hourly":[200,200],"flat":[1500,3000],"monthly":[120,400]},"sourceSentences":{"monthly":"Monthly Fee $120 - $150 $220 – $400 Ongoing financial planning that considers both personal and business-related financial considerations.","flat":"Project-Based Financial Planning (Focused Planning Project) We charge a fixed fee of $1,500 to $3,000 for a Comprehensive Financial Plan.","hourly":"The hourly rate is $200 per hour."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046080","page":"https://plannerfees.com/planners/wellfin360-329254/"},{"crd":166746,"name":"Wellment Financial","city":"Elmhurst","state":"IL","fees":{"flat":[1000,24000],"monthly":[300,1500]},"sourceSentences":{"flat":"The minimum fixed fee is generally $1,000.00 and the maximum fixed fee is no more than $24,000, depending on the financial planning services requested by the client.","monthly":"Based upon the above negotiability factors, the fee for financial planning services will range from $300 - $1500 per month, which is collected in arrears of the services provided."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006809","page":"https://plannerfees.com/planners/wellment-financial-166746/"},{"crd":171902,"name":"Wellness Financial Associates LLC","city":"Cary","state":"NC","fees":{"hourly":[250,250],"flat":[250,250]},"sourceSentences":{"hourly":"Wellness assesses an hourly rate of $250 an hour for consulting related financial planning services.","flat":"The minimum hourly planning fee is $250, and it is negotiable."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028879","page":"https://plannerfees.com/planners/wellness-financial-associates-llc-171902/"},{"crd":158030,"name":"Wells Financial Management, LLC","city":"Asheville","state":"NC","fees":{"flat":[500,5000]},"sourceSentences":{"flat":"We charge a fixed fee for financial planning services, which generally ranges between $500 - $5,000 and is based on the scope of work and the degree of complexity associated with the client's situation."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015849","page":"https://plannerfees.com/planners/wells-financial-management-llc-158030/"},{"crd":147861,"name":"Wellspring Advisors, Inc.","city":"Hillsboro","state":"OR","fees":{"flat":[3000,10000]},"sourceSentences":{"flat":"Our fixed fee charges generally range between $3,000 - $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035061","page":"https://plannerfees.com/planners/wellspring-advisors-inc-147861/"},{"crd":338370,"name":"Wellspring Investing","city":"Atlantic Mine","state":"MI","fees":{"flat":[100,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $100 and $5,000."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059253","page":"https://plannerfees.com/planners/wellspring-investing-338370/"},{"crd":283593,"name":"Wellspring Planning Group LLC","city":"Roswell","state":"GA","fees":{"hourly":[250,1000]},"sourceSentences":{"hourly":"The hourly rate ranges from $250 to $1,000 per hour based on the complexity of the consultation, resources used, and the advisor or personnel required."},"brochureDate":"5/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045129","page":"https://plannerfees.com/planners/wellspring-planning-group-llc-283593/"},{"crd":310300,"name":"Wellth Financial Planning","city":"Palm Beach Gardens","state":"FL","fees":{"hourly":[300,300],"flat":[900,900],"monthly":[125,500],"annual":[300,1500]},"sourceSentences":{"flat":"The advisory fee is a flat fee of $900.00.","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $125.00 to $500.00 per month, depending on the complexity and needs of the client.","annual":"Baseline planning fee - $1,500 per year + $300 per household member Additional complexity-based annual fees if client has planning needs pertaining to: o Business ownership - $480/year o Investment real estate - $300/year o Concentrated stock positions/custom risk hedging and/or equity compensation- $1,080/year o…","hourly":"Hourly consulting services are provided at a flat rate of $300 per hour."},"brochureDate":"7/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052080","page":"https://plannerfees.com/planners/wellth-financial-planning-310300/"},{"crd":308918,"name":"Wendt Financial Advisors, LLC","city":"Battle Creek","state":"MI","fees":{"hourly":[350,350],"flat":[3500,3500]},"sourceSentences":{"hourly":"The hourly rate for Financial Planning services is $350 per hour.","flat":"The minimum project fee for drafting a comprehensive Financial Plan is $3,500."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038764","page":"https://plannerfees.com/planners/wendt-financial-advisors-llc-308918/"},{"crd":286574,"name":"Wentsel Wealth Management, LLC","city":"Western Springs","state":"IL","fees":{"flat":[2000,3000],"monthly":[100,400]},"sourceSentences":{"flat":"Comprehensive Financial Planning Only Comprehensive Financial Planning consists of an upfront charge of $2,000 - $3000 depending on complexity and an ongoing fee that is paid monthly, in arrears, at a rate between $100 - $400 per month.","monthly":"Comprehensive Financial Planning Only Comprehensive Financial Planning consists of an upfront charge of $2,000 - $3000 depending on complexity and an ongoing fee that is paid monthly, in arrears, at a rate between $100 - $400 per month."},"brochureDate":"1/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003367","page":"https://plannerfees.com/planners/wentsel-wealth-management-llc-286574/"},{"crd":340427,"name":"Wentworth-Baer Wealth Management","city":"San Pedro","state":"CA","fees":{"hourly":[250,250],"flat":[500,2500]},"sourceSentences":{"flat":"Fixed fee rates range between $500 to $2,500.","hourly":"Our hourly rate is $250."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045945","page":"https://plannerfees.com/planners/wentworth-baer-wealth-management-340427/"},{"crd":129473,"name":"Wernau Asset Management","city":"Gloucester","state":"MA","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Service Rate Consulting $300 Per hour For planning and family office clients, Wernau offers its clients a fixed fee per month that is negotiated in advance based on the scope of the proposed engagement."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006540","page":"https://plannerfees.com/planners/wernau-asset-management-129473/"},{"crd":315220,"name":"Werner Financial","city":"Indianapolis","state":"IN","fees":{"hourly":[500,500],"annual":[1000,30000]},"sourceSentences":{"hourly":"AND CONSULTING ONE-TIME FINANCIAL PLANNING FEES Werner Financial charges an hourly fee of $500 for financial planning.","annual":"ON-GOING FINANCIAL CONSULTING FEES Financial Consulting Services are offered based for a flat fee of $1,000 - $30,000 per year."},"brochureDate":"1/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001227","page":"https://plannerfees.com/planners/werner-financial-315220/"},{"crd":105989,"name":"Wescott Financial Advisory Group LLC","city":"Philadelphia","state":"PA","fees":{"hourly":[150,750],"annual":[1500,1500]},"sourceSentences":{"annual":"This minimum may be negotiable under certain circumstances, but may still be subject to a $1,500 annual minimum fee.","hourly":"Financial planning and consulting services are billed at hourly rates, payable in advance, ranging from $150 to $750, depending on the scope, complexity, and nature of the services provided."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032861","page":"https://plannerfees.com/planners/wescott-financial-advisory-group-llc-105989/"},{"crd":295320,"name":"Wesfair Advisory Group, Inc.","city":"Chappaqua","state":"NY","fees":{"hourly":[100,400],"flat":[250,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $5,000.","hourly":"The negotiated hourly fee for these services is between $100 and $400."},"brochureDate":"9/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057319","page":"https://plannerfees.com/planners/wesfair-advisory-group-inc-295320/"},{"crd":141424,"name":"Wesling Financial Planning Services Corp.","city":"Alexandria","state":"VA","fees":{"flat":[1000,1000],"annual":[1000,1000]},"sourceSentences":{"annual":"An initial retainer of $1,000.00 is required.","flat":"Financial Planning fees are paid via check monthly in arrears after a $1,000 advance, but never more than six months in advance."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014946","page":"https://plannerfees.com/planners/wesling-financial-planning-services-corp-141424/"},{"crd":320961,"name":"West Arbor Solutions, LLC","city":"Petoskey","state":"MI","fees":{"hourly":[250,250],"flat":[1500,3000],"monthly":[625,625]},"sourceSentences":{"monthly":"ONGOING FINANCIAL PLANNING Ongoing financial planning consists of an ongoing fee that is paid monthly, in arrears, at a rate of $625 per month.","hourly":"ONE-TIME FINANCIAL PLANNING/CONSULTING WAS charges either an hourly fee of $250 or a negotiable fixed fee for one-time financial planning services between $1,500 and $3,000 dependent upon the complexity of the Client’s specific situation.","flat":"ONE-TIME FINANCIAL PLANNING/CONSULTING WAS charges either an hourly fee of $250 or a negotiable fixed fee for one-time financial planning services between $1,500 and $3,000 dependent upon the complexity of the Client’s specific situation."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040925","page":"https://plannerfees.com/planners/west-arbor-solutions-llc-320961/"},{"crd":343984,"name":"West Highland Advisors","city":"Denver","state":"CO","fees":{"hourly":[250,250],"flat":[5000,15000]},"sourceSentences":{"flat":"We charge a recurring annual fixed fee of ranging from $5,000 to $15,000 for Ongoing Financial Planning.","hourly":"Our hourly rate is $250."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059371","page":"https://plannerfees.com/planners/west-highland-advisors-343984/"},{"crd":327641,"name":"West Invest","city":"Bellingham","state":"WA","fees":{"flat":[500,12000]},"sourceSentences":{"flat":"We typically charge a fixed fee for financial planning services, which generally ranges between $500 and $12,000."},"brochureDate":"8/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056398","page":"https://plannerfees.com/planners/west-invest-327641/"},{"crd":312073,"name":"West Michigan Advisors","city":"Holland","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"WMA also offers its services on a stand-alone basis at hourly rate beginning at $250/hour or a fixed engagement fee."},"brochureDate":"4/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042527","page":"https://plannerfees.com/planners/west-michigan-advisors-312073/"},{"crd":329170,"name":"West Oak Wealth","city":"Weatherford","state":"OK","fees":{"flat":[1000,5000]},"sourceSentences":{"flat":"We charge a fixed fee ranging from $1,000-$5,000.00 for Project-Based Financial Planning."},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003911","page":"https://plannerfees.com/planners/west-oak-wealth-329170/"},{"crd":282718,"name":"West Ridge Advisors","city":"Henderson","state":"NV","fees":{"hourly":[150,150],"flat":[500,3000]},"sourceSentences":{"flat":"Project-based engagements are assessed at fixed fees ranging from $500 to $3,000.","hourly":"Educational Workshops Workshop sessions are complimentary; no session fees are assessed by our Firm. 2 The term “assets under management” and rounding per the SEC’s General Instructions for Part 2 of Form ADV. 3 The Firm’s hourly rate will not exceed $150 per hour for Utah-domiciled clients."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039599","page":"https://plannerfees.com/planners/west-ridge-advisors-282718/"},{"crd":343329,"name":"West Village Wealth","city":"Brooklyn","state":"NY","fees":{"flat":[500,5000],"monthly":[100,1200]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears, ranging from $100 to $1,200 per month.","flat":"Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 8 Project-Based Financial Planning We charge a fixed fee of $500 to $5,000 for Project-Based Financial Planning."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056725","page":"https://plannerfees.com/planners/west-village-wealth-343329/"},{"crd":291541,"name":"Westcenter Advisors LTD","city":"Houston","state":"TX","fees":{"hourly":[100,100],"flat":[250,1250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $100 per hour.","flat":"Services are offered based on a flat fee between $250 and $1,250."},"brochureDate":"2/14/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=745881","page":"https://plannerfees.com/planners/westcenter-advisors-ltd-291541/"},{"crd":332418,"name":"Westchester Wealth Management","city":"South Salem","state":"NY","fees":{"hourly":[150,300],"annual":[500,20000]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $300 per hour.","annual":"Annual fees may range from $500 to $20,000 and are negotiated. 7 General Termination Information A client agreement may be canceled at any time, by either party, for any reason upon receipt of 30 days written notice."},"brochureDate":"4/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042739","page":"https://plannerfees.com/planners/westchester-wealth-management-332418/"},{"crd":323014,"name":"Western Level Advisors LLC","city":"Reno","state":"NV","fees":{"hourly":[500,15000],"annual":[500,15000]},"sourceSentences":{"hourly":"Fixed fees are based upon the expected number of hours to complete the engagement scope at the Advisor’s hourly rate and may range from $500 to $15,000.","annual":"Ongoing financial planning and consulting engagements range from $500 to $15,000 annually."},"brochureDate":"9/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056641","page":"https://plannerfees.com/planners/western-level-advisors-llc-323014/"},{"crd":306083,"name":"Western New York Financial Group, LLC","city":"Buffalo","state":"NY","fees":{"hourly":[200,200],"flat":[1500,5000]},"sourceSentences":{"flat":"The fixed fee ranges from $1,500 to $5,000.","hourly":"Consulting services are provided at an hourly rate of $200."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031741","page":"https://plannerfees.com/planners/western-new-york-financial-group-llc-306083/"},{"crd":329811,"name":"Western Reserve Capital Management, LLC","city":"Hudson","state":"OH","fees":{"hourly":[250,250],"flat":[2500,4000],"annual":[5000,5000]},"sourceSentences":{"annual":"These fees are negotiable. 8 Ongoing Financial Planning We charge a $5,000 annual fee for Ongoing Financial Planning.","flat":"Fixed fee rates range between $2,500 - $4,000.","hourly":"Our hourly rate is $250."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000945","page":"https://plannerfees.com/planners/western-reserve-capital-management-llc-329811/"},{"crd":326772,"name":"Western Reserve Wealth Management LLC","city":"Mineral Wells","state":"TX","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $500 and $5,000.","hourly":"The negotiated hourly fee for these services is $250."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013474","page":"https://plannerfees.com/planners/western-reserve-wealth-management-llc-326772/"},{"crd":283545,"name":"Western Wealth Management LLC","city":"Golden","state":"CO","fees":{"hourly":[100,1000],"flat":[100,10000]},"sourceSentences":{"hourly":"Our hourly fees range from $100 to $1,000.","flat":"Flat fees range from $100 to $10,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024933","page":"https://plannerfees.com/planners/western-wealth-management-llc-283545/"},{"crd":168959,"name":"Westface Financial Advisory","city":"Camas","state":"WA","fees":{"hourly":[300,300],"flat":[1500,5000]},"sourceSentences":{"flat":"WFA charges a fixed fee ranging from $1500 to $5000 for our financial planning services.","hourly":"Financial consultation services are provided for an hourly fee of $300 per hour or an agreed upon fixed fee, to be paid directly by the client (i.e., such fees are not billed to your account)."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011610","page":"https://plannerfees.com/planners/westface-financial-advisory-168959/"},{"crd":152506,"name":"Westhill Financial Advisors, 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hour."},"brochureDate":"1/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999779","page":"https://plannerfees.com/planners/westlake-advisors-144067/"},{"crd":130914,"name":"Westpark Wealth Advisors, Inc.","city":"Houston","state":"TX","fees":{"flat":[250,250]},"sourceSentences":{"flat":"These servi es are generally billed at a fixed rate of $250. 00 - 5, $ 00 000. depending upon the nature and complexity of each s indi idual circumstances."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029655","page":"https://plannerfees.com/planners/westpark-wealth-advisors-inc-130914/"},{"crd":340749,"name":"Westport Advisory","city":"Jersey City","state":"NJ","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at an hourly rate of $500."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060099","page":"https://plannerfees.com/planners/westport-advisory-340749/"},{"crd":135291,"name":"Westrate Capital Management, Inc.","city":"Signal Mountain","state":"TN","fees":{"hourly":[150,150],"flat":[2000,2000]},"sourceSentences":{"flat":"Retirement Planning Services Retirement planning services will be offered for a flat fee of $2,000.","hourly":"Financial Consulting Financial consulting services will be offered for an hourly fee of $150."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009202","page":"https://plannerfees.com/planners/westrate-capital-management-inc-135291/"},{"crd":283843,"name":"Westshore Wealth","city":"Newport Beach","state":"CA","fees":{"hourly":[250,750]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $250 and $750."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032036","page":"https://plannerfees.com/planners/westshore-wealth-283843/"},{"crd":308953,"name":"Westside Financial Advisors LLC","city":"Los Angeles","state":"CA","fees":{"hourly":[250,250],"annual":[2500,25000]},"sourceSentences":{"hourly":"Financial Planning engagements are offered at the rate of $250 per hour with a minimum of four hours per engagement.","annual":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an annual fee of $2,500-$25,000 that is paid in arrears, on either a monthly or quarterly basis."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019650","page":"https://plannerfees.com/planners/westside-financial-advisors-llc-308953/"},{"crd":305655,"name":"Westview Investment 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range in cost from $200 to $5,000 and services provided on an hourly rate basis are charged at a rate of $250/hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025488","page":"https://plannerfees.com/planners/weyhill-investment-counsel-llc-130765/"},{"crd":119725,"name":"WH Cornerstone Investments Inc.","city":"Duxbury","state":"MA","fees":{"flat":[500,30000],"annual":[100,12000]},"sourceSentences":{"annual":"The fee for this service is ranges from $100 - $12,000 annually, and billed monthly or quartery, either in advance or arrears, as specific in client agreement.","flat":"Financial Planning may be provided on a fixed fee basis at a range between $500 and $30,000, depending on 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for Ongoing Financial Planning consist of an upfront charge of $0 to $2,500, based on client complexity, and an ongoing fee that is paid monthly, in arrears, at the rate of $150 per month.","monthly":"The Planner Service (Ongoing Financial Planning) Fees for Ongoing Financial Planning consist of an upfront charge of $0 to $2,500, based on client complexity, and an ongoing fee that is paid monthly, in arrears, at the rate of $150 per month.","hourly":"The fixed fee is based on an hourly rate of $450 and can range between $450 and $10,000."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025247","page":"https://plannerfees.com/planners/what-about-us-financial-306116/"},{"crd":304669,"name":"Whealth Advisors","city":"Red Bank","state":"NJ","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"For services under this engagement, wHealth Advisors charges a flat fee based on an estimate of the time required to provide the services requested, applying an hourly rate of $350."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018133","page":"https://plannerfees.com/planners/whealth-advisors-304669/"},{"crd":343810,"name":"Wheatfield Wealth Management, LLC","city":"Nashville","state":"TN","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Standard hourly plan review is $250 per hour in 15-minute increments, with an estimated range where feasible, an agreed cap for larger or unpredictable work, and client approval before exceeding a cap or materially expanding scope."},"brochureDate":"10/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060106","page":"https://plannerfees.com/planners/wheatfield-wealth-management-llc-343810/"},{"crd":338450,"name":"Wheel Advisors LLC","city":"Oak 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management."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004405","page":"https://plannerfees.com/planners/whelan-financial-107227/"},{"crd":339786,"name":"Whicker Wealth Management, LLC","city":"Clayton","state":"IN","fees":{"hourly":[250,250],"flat":[2000,7500]},"sourceSentences":{"flat":"Fixed fee rates range between $2,000 - $7,500.","hourly":"Our hourly rate is $250."},"brochureDate":"12/2/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=997501","page":"https://plannerfees.com/planners/whicker-wealth-management-llc-339786/"},{"crd":282860,"name":"Whipplewood Advisors, LLC","city":"Littleton","state":"CO","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"The hourly rate used for this purpose ranges from $150/hour to $500/hour depending on professional staff’s time allocated to preparation of the Plan."},"brochureDate":"5/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044535","page":"https://plannerfees.com/planners/whipplewood-advisors-llc-282860/"},{"crd":317414,"name":"Whisper Financial","city":"Cobb","state":"CA","fees":{"hourly":[350,350],"flat":[4800,4800],"quarterly":[1250,1250]},"sourceSentences":{"flat":"One time Financial Plan We charge a fixed fee for our one time financial plan starting at $4,800.00.","quarterly":"Ongoing Financial Planning Ongoing Financial Planning is offered for a quarterly fee paid in advance at a rate of $1,250.00.","hourly":"Our hourly rate is $350, billed hourly in arrears."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015551","page":"https://plannerfees.com/planners/whisper-financial-317414/"},{"crd":339118,"name":"Whisper Wealth Advisors 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receive the…"},"brochureDate":"6/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046918","page":"https://plannerfees.com/planners/whitaker-myers-wealth-managers-ltd-286093/"},{"crd":115326,"name":"White & Company Financial Planning, Inc.","city":"Sunnyside","state":"WA","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"Fees are billed on an hourly rate of $325 and the fee will ultimately be determined by how much time is spent developing the financial plan."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025471","page":"https://plannerfees.com/planners/white-company-financial-planning-inc-115326/"},{"crd":308370,"name":"White Aspen Capital LLC","city":"Henderson","state":"NV","fees":{"hourly":[125,125]},"sourceSentences":{"hourly":"The rate for creating client financial plans is 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monthly fee which ranges from $80 - $300 for continuous financial management and budgeting services of your financial plan.","hourly":"Our hourly fee is $300 per hour for consulting services, which is negotiable depending on the scope and complexity of the project, your situation, and other factors."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028793","page":"https://plannerfees.com/planners/white-mcgowan-297785/"},{"crd":173522,"name":"White Oaks Wealth Advisors, Inc.","city":"Minneapolis","state":"MN","fees":{"flat":[7500,7500],"annual":[25000,25000]},"sourceSentences":{"flat":"Initial Financial Planning Project Subject to a $7,500 minimum, with an estimate based on individual circumstances and complexity, quoted in advance. © 2026 White Oaks Wealth Advisors, Inc.","annual":"Subject to $25,000 annual minimum fee."},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041791","page":"https://plannerfees.com/planners/white-oaks-wealth-advisors-inc-173522/"},{"crd":315447,"name":"White Sail Advisors LLC","city":"Huntington Beach","state":"CA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"AND CONSULTING White Sail charges an hourly fee of $250 per hour for financial planning."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015425","page":"https://plannerfees.com/planners/white-sail-advisors-llc-315447/"},{"crd":304614,"name":"White Sand Wealth Management","city":"Liberty","state":"MO","fees":{"hourly":[250,250],"flat":[3000,5000],"monthly":[1458,1458]},"sourceSentences":{"monthly":"The monthly fee would be $1,458.33.","flat":"The fixed fee can range between $3,000 and $5,000.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour, depending on complexity."},"brochureDate":"9/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058941","page":"https://plannerfees.com/planners/white-sand-wealth-management-304614/"},{"crd":299590,"name":"White Turf Financial LLC.","city":"St Paul","state":"MN","fees":{"flat":[7500,10000],"monthly":[750,1000],"quarterly":[2250,3000]},"sourceSentences":{"flat":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $7,500 to $10,000, depending on complexity and the needs of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $750 to $1,000 per month, or quarterly, in arrears, at the rate of $2,250 to $3,000 per…","monthly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $7,500 to $10,000, depending on complexity and the needs of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $750 to $1,000 per month, or quarterly, in arrears, at the rate of $2,250 to $3,000 per…","quarterly":"Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $7,500 to $10,000, depending on complexity and the needs of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $750 to $1,000 per month, or quarterly, in arrears, at the rate of $2,250 to $3,000 per…"},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058064","page":"https://plannerfees.com/planners/white-turf-financial-llc-299590/"},{"crd":226524,"name":"White Wing Wealth Management, LLC","city":"The Woodlands","state":"TX","fees":{"hourly":[150,150],"flat":[2500,2500]},"sourceSentences":{"flat":"We generally charge a negotiable fixed fee of $2,500 for financial planning services.","hourly":"Upon early termination you will incur a pro-rata charge for services rendered prior to the termination of the agreement at our current hourly rate of $150 (pro-rata charges not to exceed the agreed fixed fee amount)."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059277","page":"https://plannerfees.com/planners/white-wing-wealth-management-llc-226524/"},{"crd":106865,"name":"Whitener Capital Management, Inc","city":"Rocky Mount","state":"NC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"WCM charges an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."},"brochureDate":"2/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011710","page":"https://plannerfees.com/planners/whitener-capital-management-inc-106865/"},{"crd":155140,"name":"Whiterock Financial, 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$2,000 - $5,000."},"brochureDate":"5/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045982","page":"https://plannerfees.com/planners/wholestory-wealth-llc-341889/"},{"crd":299194,"name":"Wick Capital Partners, LLC","city":"Wayne","state":"PA","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Hourly rates will not exceed $500 per hour."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034175","page":"https://plannerfees.com/planners/wick-capital-partners-llc-299194/"},{"crd":322886,"name":"Wide Eye Capital","city":"Vancouver","state":"WA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Hourly fees are charged at a rate of $150.00 per planner-hour, including meeting time and preparation time (“Hourly 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range from $100.00 to $200.00 per hour."},"brochureDate":"3/28/2022","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=764729","page":"https://plannerfees.com/planners/wilbert-guilford-cfp-pllc-310846/"},{"crd":341074,"name":"Wild Iris Financial","city":"St. Petersburg","state":"FL","fees":{"flat":[2500,10000]},"sourceSentences":{"flat":"The negotiated fixed rate for financial planning and consulting is between $2,500 and $10,000."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059873","page":"https://plannerfees.com/planners/wild-iris-financial-341074/"},{"crd":289288,"name":"Wildflower Financial LLC","city":"Santa Cruz","state":"CA","fees":{"hourly":[400,400],"monthly":[600,2500],"annual":[7200,30000]},"sourceSentences":{"annual":"The ongoing annual fee range is between $7,200 and $30,000 per year ($600 and $2,500 per month).","monthly":"The ongoing annual fee range is between $7,200 and $30,000 per year ($600 and $2,500 per month).","hourly":"In special circumstances and upon consent of Jennipher Lommen, financial planning services may otherwise be offered on an hourly basis at a rate of $400 per hour."},"brochureDate":"5/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044079","page":"https://plannerfees.com/planners/wildflower-financial-llc-289288/"},{"crd":334668,"name":"Wilkerson Advisory Group LLC","city":"Columbia","state":"MO","fees":{"hourly":[350,350],"flat":[2500,15000]},"sourceSentences":{"flat":"Full financial plan services are offered on a fixed fee basis ranging from $2,500 to $15,000. 2026 Wilkerson Advisory Group LLC Page 11 Hourly Services WAG has the ability to charge an hourly fee of $350/hour for certain financial planning and consulting services.","hourly":"Full financial plan services are offered on a fixed fee basis ranging from $2,500 to $15,000. 2026 Wilkerson Advisory Group LLC Page 11 Hourly Services WAG has the ability to charge an hourly fee of $350/hour for certain financial planning and consulting services."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058434","page":"https://plannerfees.com/planners/wilkerson-advisory-group-llc-334668/"},{"crd":162222,"name":"Wilkins Miller Wealth Management, LLC","city":"Mobile","state":"AL","fees":{"flat":[500,25000]},"sourceSentences":{"flat":"Type Maximum Fee Fixed Fee $500 to $25,000 Payable Payable one-half (1/2) upon execution of the advisory agreement with WM Wealth Management and the balance due at the time of presentation of the plan, unless otherwise negotiated with you. 11 Termination Provisions You may terminate advisory services obtained from…"},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025460","page":"https://plannerfees.com/planners/wilkins-miller-wealth-management-llc-162222/"},{"crd":173482,"name":"Willamette Financial Advisors, LLC","city":"Portland","state":"OR","fees":{"hourly":[150,360],"flat":[750,5000]},"sourceSentences":{"hourly":"Hourly consulting or financial planning rates range from $150 to $360 per hour, depending on the complexity of the project, the scope of work to be performed, and the differential expertise of the Investment Advisor Representative providing the services.","flat":"Fixed fee financial planning projects are estimated to range from $750 - $5,000."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006514","page":"https://plannerfees.com/planners/willamette-financial-advisors-llc-173482/"},{"crd":148656,"name":"Willenbrock Financial Planning","city":"Champaign","state":"IL","fees":{"hourly":[100,100]},"sourceSentences":{"hourly":"Financial planning services are charged at $100/hr, with payment requested at the time the services are completed."},"brochureDate":"6/19/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=982343","page":"https://plannerfees.com/planners/willenbrock-financial-planning-148656/"},{"crd":167367,"name":"William B. 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Financial Advisors, Inc.","city":"Memphis","state":"TN","fees":{"hourly":[250,350],"annual":[400,10000]},"sourceSentences":{"annual":"Annual Retainer Fee For clients receiving the annual retainer service, the annual fee can range from $400.00 to $10,000, based on 5 the complexity of the client’s individual planning circumstances.","hourly":"The fee schedule for professional time ranges from $250 to $350.00 per hour (depending on the experience level of the professional), staff time $150.00 per hour and administrative time $35.00 per hour."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016827","page":"https://plannerfees.com/planners/william-howard-co-financial-advisors-inc-105959/"},{"crd":107377,"name":"William Mack & Associates Inc","city":"Troy","state":"MI","fees":{"flat":[60,250]},"sourceSentences":{"flat":"Certified Financial Planner™ Financial Planner Para-Planner Clerical $250 $200 $125 $ 60 An initial deposit of $500 is required to schedule services."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039685","page":"https://plannerfees.com/planners/william-mack-associates-inc-107377/"},{"crd":143049,"name":"Williams and Schiller Wealth Management, LLC","city":"Sandpoint","state":"ID","fees":{"hourly":[250,350],"flat":[1500,1500]},"sourceSentences":{"flat":"The initial financial planning fee varies from $1,500 for a basic plan to $6,000 or more for a complex plan.","hourly":"On an hourly basis, with fees ranging from $250 to $350 per hour, depending on the nature and complexity of the client's circumstances, and the individual performing the service(s)."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017709","page":"https://plannerfees.com/planners/williams-and-schiller-wealth-management-llc-143049/"},{"crd":338196,"name":"Williams Asset Management","city":"Columbia","state":"MD","fees":{"flat":[5000,50000]},"sourceSentences":{"flat":"The fixed rate for creating client financial plans is between $5,000 and $50,000."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024010","page":"https://plannerfees.com/planners/williams-asset-management-338196/"},{"crd":310008,"name":"Williams Financial Group","city":"Mobile","state":"AL","fees":{"hourly":[150,350],"flat":[1500,50000],"annual":[3000,3000]},"sourceSentences":{"annual":"The minimum fee is $3,000/yr per household.","hourly":"Financial Planning/Consulting Services Hourly fees range from $150-$350 per hour, and fixed fee services range from $1,500 to $50,000.","flat":"Financial Planning/Consulting Services Hourly fees range from $150-$350 per hour, and fixed fee services range from $1,500 to $50,000."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019930","page":"https://plannerfees.com/planners/williams-financial-group-310008/"},{"crd":290272,"name":"Williams Financial Planning, Inc.","city":"Fort Worth","state":"TX","fees":{"hourly":[150,150],"flat":[1500,15000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000. 4 Hourly Fees The negotiated hourly fee for these services is $150.","hourly":"The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000. 4 Hourly Fees The negotiated hourly fee for these services is $150."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019906","page":"https://plannerfees.com/planners/williams-financial-planning-inc-290272/"},{"crd":137038,"name":"Williams Financial, LLC","city":"North Bennington","state":"VT","fees":{"flat":[6000,8000]},"sourceSentences":{"flat":"Services are flat fees and generally cost between $6,000 - $8,000, however some more complex plans may range from $8,000 - $16,000 or more."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027069","page":"https://plannerfees.com/planners/williams-financial-llc-137038/"},{"crd":309307,"name":"Williams Wealth Management","city":"Hopkinton","state":"MA","fees":{"monthly":[49,419]},"sourceSentences":{"monthly":"The monthly fee will range from $49/mo to $419/mo depending on the level of assets under management, but under the required asset level."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026813","page":"https://plannerfees.com/planners/williams-wealth-management-309307/"},{"crd":147341,"name":"Williams Wealth Management Group, Inc.","city":"Bradenton","state":"FL","fees":{"hourly":[250,250],"annual":[1000,1000]},"sourceSentences":{"hourly":"Our Personal Financial Planning and Consulting Services are offered at either an hourly fee of $250 or a $2,500 minimum fixed fee.","annual":"Our annual retainer fee is a fixed fee with a minimum of $1,000 and is payable in advance, however, other fee payment arrangements may be negotiated."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020848","page":"https://plannerfees.com/planners/williams-wealth-management-group-inc-147341/"},{"crd":342501,"name":"Williamson Price Modern Wealth Management LLC","city":"Reno","state":"NV","fees":{"flat":[2000,25000]},"sourceSentences":{"flat":"Services are offered based on a flat fee between $2,000 and $25,000."},"brochureDate":"7/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050976","page":"https://plannerfees.com/planners/williamson-price-modern-wealth-management-llc-342501/"},{"crd":290697,"name":"Williamson Wealth Management","city":"Canton","state":"OH","fees":{"hourly":[150,200]},"sourceSentences":{"hourly":"We charge an hourly fee ranging from $150 to $200 for our consulting services."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024774","page":"https://plannerfees.com/planners/williamson-wealth-management-290697/"},{"crd":115226,"name":"Willie J. 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work."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019202","page":"https://plannerfees.com/planners/willow-creek-wealth-management-inc-109240/"},{"crd":333917,"name":"Willow Partner Advisors, LLC","city":"Prides Crossing","state":"MA","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Three one-hour sessions with a CFP® professional Upfront fact finding and tailored financial analysis A written summary with insights, recommendations, and next steps Comprehensive Financial Planning · $5,000 · One year engagement The Comprehensive Financial Planning offering is a financial planning relationship…"},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040361","page":"https://plannerfees.com/planners/willow-partner-advisors-llc-333917/"},{"crd":343930,"name":"Willow Run Advisors","city":"New 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fee."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012553","page":"https://plannerfees.com/planners/wills-financial-group-llc-334431/"},{"crd":313185,"name":"Wilon Wealth Management","city":"Urbandale","state":"IA","fees":{"hourly":[150,350],"flat":[2500,2500]},"sourceSentences":{"flat":"The flat fee charged is from $2,500 up to $15,000. 2400 86th Street, Sui te 32, U rbandal e, IA 50322 | 515- 225- 9500 | www .wilonw m.com PAGE 8 Hourly Fees Each client’s fee for service is different and is based on the specific needs and factors involved.","hourly":"The negotiated hourly fee for these services is between $150 and $350."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019830","page":"https://plannerfees.com/planners/wilon-wealth-management-313185/"},{"crd":130482,"name":"Wilsey Asset Management 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C.","city":"Charlotte","state":"NC","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Hourly financial planning services are generally billed at a rate of $250 per hour."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057969","page":"https://plannerfees.com/planners/wilson-wealth-management-group-l-l-c-132912/"},{"crd":172023,"name":"Wilson, Mark Henry","city":"Pebble Beach","state":"CA","fees":{"hourly":[250,250],"flat":[500,5000]},"sourceSentences":{"hourly":"Wilson charges fees based on time spent performing financial planning work at a rate of $250 per hour or at a fixed fee mutually agreed upon with a client in advance.","flat":"Fixed fees can range from $500 to 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services requested, the nature of your investments, and other factors.","flat":"The minimum negotiated fee for financial planning services is generally $3,000."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048457","page":"https://plannerfees.com/planners/windermere-wealth-advisors-llc-153114/"},{"crd":309261,"name":"Windfall Advisors, LLC","city":"Newport Beach","state":"CA","fees":{"hourly":[499,499],"flat":[0,4750]},"sourceSentences":{"flat":"Relationship Fixed Fee Initial Call $0 Financial Consultation and Coaching $499 per hour Full Comprehensive Financial Plan $4,750 *$500 of fees for non-clients are credited if/when they become a investment management client.","hourly":"Relationship Fixed Fee Initial Call $0 Financial Consultation and Coaching $499 per hour Full Comprehensive Financial Plan $4,750 *$500 of fees for non-clients are credited if/when they become a investment management client."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056861","page":"https://plannerfees.com/planners/windfall-advisors-llc-309261/"},{"crd":289035,"name":"Winding Trail Financial Planning, LLC","city":"Lafayette","state":"CO","fees":{"hourly":[250,600]},"sourceSentences":{"hourly":"Clients will receive a billing invoice for fee payment requests.​ Fees for this service may be paid by electronic funds transfer or check.​ Financial Planning Hourly Fee Financial Planning is also offered at an hourly rate between $250 and $600 per hour, depending on complexity."},"brochureDate":"1/7/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000491","page":"https://plannerfees.com/planners/winding-trail-financial-planning-llc-289035/"},{"crd":285653,"name":"Windle Wealth","city":"Oklahoma City","state":"OK","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"When provided on a standalone basis, Financial Planning fees are assessed at a negotiable hourly rate $200 per hour, depending on complexity."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032841","page":"https://plannerfees.com/planners/windle-wealth-285653/"},{"crd":113761,"name":"Windward Private Wealth Management Inc.","city":"Overland Park","state":"KS","fees":{"quarterly":[1250,1250]},"sourceSentences":{"quarterly":"The minimum quarterly fee charged is $1,250 per quarter and described in more detail in Item 7."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029713","page":"https://plannerfees.com/planners/windward-private-wealth-management-inc-113761/"},{"crd":175126,"name":"Windward Wealth Strategies, Inc.","city":"Oshkosh","state":"WI","fees":{"hourly":[200,400],"flat":[1000,3500]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $1,000-$3,500, depending on the specific service requested, the nature and complexity of the client’s circumstances, and the qualifications, training and experience of the individuals performing the service.","hourly":"On an hourly basis, ranging from $200-$400 per hour, depending on the nature and complexity of the client’s circumstances, as well as the qualifications, training and experience of the individual performing the work."},"brochureDate":"3/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015383","page":"https://plannerfees.com/planners/windward-wealth-strategies-inc-175126/"},{"crd":105012,"name":"Wingate Wealth Advisors, Inc.","city":"Lexington","state":"MA","fees":{"flat":[3500,10000]},"sourceSentences":{"flat":"Our fixed fees typically range from $3,500 to $10,000, depending on the specific arrangement reached with the client."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024316","page":"https://plannerfees.com/planners/wingate-wealth-advisors-inc-105012/"},{"crd":310668,"name":"Winged Wealth Management and Financial Planning","city":"Niceville","state":"FL","fees":{"hourly":[350,350],"flat":[1500,1500],"annual":[14000,14000]},"sourceSentences":{"flat":"Financial Planning and Wealth Management Services Financial Planning and Wealth Management fees consist of a one-time upfront charge of $1,500.","annual":"Annual fees will be capped at $14,000 for individuals and $17,000 for couples.","hourly":"Financial Planning engagements are offered at an hourly rate of $350.00 per hour."},"brochureDate":"9/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058449","page":"https://plannerfees.com/planners/winged-wealth-management-and-financial-planning-310668/"},{"crd":306099,"name":"Wingo Asset Management, LLC","city":"Shreveport","state":"LA","fees":{"flat":[1200,2500]},"sourceSentences":{"flat":"The fixed fee ranges between $1,200 to $2,500."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024474","page":"https://plannerfees.com/planners/wingo-asset-management-llc-306099/"},{"crd":317181,"name":"Winnacle Wealth, LLC","city":"Waco","state":"TX","fees":{"flat":[3000,10000],"monthly":[1200,1200]},"sourceSentences":{"flat":"Comprehensive Financial Planning Services Comprehensive Financial Planning is charged at a total cost between $3,000 and $10,000 for a four-month planning period.","monthly":"An upfront deposit is required, in an amount equal to $1,200, with the remaining balance charged equally at $1,200 a month across months two, three, and four, with any remaining balance to be paid at the time the plan is delivered to the client."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046327","page":"https://plannerfees.com/planners/winnacle-wealth-llc-317181/"},{"crd":127409,"name":"Winship Wealth Partners","city":"Ross","state":"CA","fees":{"flat":[4000,4000],"annual":[1500,1500]},"sourceSentences":{"annual":"In the case of a fixed rate, The Adviser will charge an up-front retainer of at least $1,500 or up to half of the fixed rate fee whichever is greater, with the balance due upon the plan's completion.","flat":"Planning fees generally range from $4,000 or more for the first twelve months with the fee being determined by the extent and complexity of the plan."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048076","page":"https://plannerfees.com/planners/winship-wealth-partners-127409/"},{"crd":135866,"name":"Winslow Financial LLC","city":"Lake Bluff","state":"IL","fees":{"hourly":[50,400],"flat":[250,250]},"sourceSentences":{"hourly":"Hourly fees range from $50 to $400 per hour based upon the knowledge and experience of the individual providing the work.","flat":"Total costs for financial plans, whether per hour or on a fixed basis, may range from $250 to as much as $40,000 or more."},"brochureDate":"2/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011922","page":"https://plannerfees.com/planners/winslow-financial-llc-135866/"},{"crd":326893,"name":"Winston Paul Capital Management, Inc.","city":"Tysons 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planning."},"brochureDate":"1/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002781","page":"https://plannerfees.com/planners/winston-wealth-strategies-llc-332891/"},{"crd":310349,"name":"Winter & Associates, Inc.","city":"St. Paul","state":"MN","fees":{"hourly":[350,400],"flat":[3500,6500]},"sourceSentences":{"flat":"For financial planning and consulting services, we typically charge a flat project fee ranging from $3,500 to $6,500 depending upon complexity of the engagement.","hourly":"For less complex, specialized engagements, we may 9 determine that an hourly fee is more appropriate, which ranges from $350-$400/hr."},"brochureDate":"8/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055225","page":"https://plannerfees.com/planners/winter-associates-inc-310349/"},{"crd":139074,"name":"Winter Harbor Advisors, L.L.C.","city":"Salt Lake 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basis, and $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $3,000 on a fixed fee basis, and $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022156","page":"https://plannerfees.com/planners/winters-financial-group-inc-309549/"},{"crd":145216,"name":"Winthrop Capital Management","city":"Carmel","state":"IN","fees":{"hourly":[150,500],"flat":[500,35000]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $500 to $35,000, depending on the amount of time, the nature, and complexity of the client’s circumstances. 2.","hourly":"On an hourly basis, ranging from $150 to $500 per hour, depending on the nature and complexity of the client’s circumstances."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029630","page":"https://plannerfees.com/planners/winthrop-capital-management-145216/"},{"crd":288178,"name":"Winthrop Wealth","city":"Boston","state":"MA","fees":{"hourly":[250,15000]},"sourceSentences":{"hourly":"These fees are negotiable, but typically range from $5,000 to $15,000, or $250 per hour, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059704","page":"https://plannerfees.com/planners/winthrop-wealth-288178/"},{"crd":151272,"name":"Wintrice Money Advisors, LLC","city":"West Palm 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provided."},"brochureDate":"10/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059857","page":"https://plannerfees.com/planners/wisconsin-wealth-advisors-llc-145946/"},{"crd":145275,"name":"Wisdom Financial Planning","city":"Tampa","state":"FL","fees":{"hourly":[250,500],"flat":[500,500]},"sourceSentences":{"hourly":"Hourly fees range from $250 to $500 per hour.","flat":"Fixed fees generally start at $500 and may increase depending on the scope and complexity of the services provided."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035317","page":"https://plannerfees.com/planners/wisdom-financial-planning-145275/"},{"crd":132567,"name":"Wisdom Index Advisors","city":"Prosper","state":"TX","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Investment Consulting services are provided on an hourly basis at the rate of $250 per hour."},"brochureDate":"7/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051066","page":"https://plannerfees.com/planners/wisdom-index-advisors-132567/"},{"crd":284236,"name":"Wisdom Investment Strategies, LLC","city":"Chagrin Falls","state":"OH","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Our hourly fee is $300 and generally due upon completion of services rendered."},"brochureDate":"3/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029552","page":"https://plannerfees.com/planners/wisdom-investment-strategies-llc-284236/"},{"crd":123197,"name":"Wisdom Investments","city":"Hoffman Estates","state":"IL","fees":{"hourly":[250,250],"flat":[4000,4000],"quarterly":[375,375]},"sourceSentences":{"quarterly":"There is no investment minimum; however, there is a minimum quarterly fee of $375.","hourly":"The fee for the two hour financial review is $500.00 ($250.00 per hour).","flat":"The fee for a comprehensive plan is $4,000 and takes approximately 20-25 hours to complete."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025225","page":"https://plannerfees.com/planners/wisdom-investments-123197/"},{"crd":305721,"name":"Wisdom Planning Group","city":"Orlando","state":"FL","fees":{"flat":[1000,3500]},"sourceSentences":{"flat":"WPG charges a fixed fee ranging from $1,000 - $3,500 for its segmented and bundled estate planning packages."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050311","page":"https://plannerfees.com/planners/wisdom-planning-group-305721/"},{"crd":332421,"name":"Wisdom Wealth Management","city":"Bloomington","state":"MN","fees":{"hourly":[500,500],"flat":[5000,10000]},"sourceSentences":{"flat":"Fixed fee rates typically range between $5,000 to $10,000.","hourly":"Our hourly rate is $500."},"brochureDate":"3/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016134","page":"https://plannerfees.com/planners/wisdom-wealth-management-332421/"},{"crd":170230,"name":"Wisdom Wealth Strategies","city":"Greenwood Village","state":"CO","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"We are compensated for project-based services on a fixed fee basis ranging from $500 to $10,000 per plan, and the fee will be determined by the complexity of the engagement, the time involved developing the plan, number of accounts involved, etc."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007862","page":"https://plannerfees.com/planners/wisdom-wealth-strategies-170230/"},{"crd":313630,"name":"Wise Financial Counsel, LLC","city":"Fort Washington","state":"MD","fees":{"hourly":[200,350],"flat":[2500,2500],"monthly":[150,150]},"sourceSentences":{"monthly":"Clients will arrange fees through a payment invoicing system. 6 Financial Counseling Services Fee Our Financial Counseling service is billed on a monthly basis ($150/month minimum).","hourly":"Our Focus Based Financial Planning fee ranges from $200 to $350 per hour depending on the complexity of the engagement.","flat":"Our Strategic Business Planning fee starts at a fixed fee of $2,500 and ranges upward depending on the complexity of the engagement."},"brochureDate":"1/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000679","page":"https://plannerfees.com/planners/wise-financial-counsel-llc-313630/"},{"crd":339861,"name":"Wise Financial Strategies, LLC","city":"Lakeland","state":"FL","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"Consulting fees will be charged as a fixed fee which is based upon a negotiable hourly rate of $300. $500 may be due upon the inception of the Financial planning or consulting relationship and will be applied against the initial invoice."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043423","page":"https://plannerfees.com/planners/wise-financial-strategies-llc-339861/"},{"crd":299721,"name":"Wise Stewardship Financial Planning, LLC","city":"Sarasota","state":"FL","fees":{"hourly":[450,450],"flat":[999,25000],"monthly":[59,2999]},"sourceSentences":{"flat":"The fixed fee can range between $999.00 and $25,000.00.","monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $499.00 to $5,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $59.00 to $2999.00 per month, depending on the complexity and needs of the…","hourly":"Financial planning fee may be offered at an hourly rate of $450 per hour."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018905","page":"https://plannerfees.com/planners/wise-stewardship-financial-planning-llc-299721/"},{"crd":125282,"name":"Wiser Wealth Management, Inc","city":"Marietta","state":"GA","fees":{"hourly":[475,475],"flat":[6750,6750],"annual":[7500,7500]},"sourceSentences":{"annual":"Our minimum annual fee is $7,500 ($1,875 billed quarterly).","flat":"The fee for financial planning services without investment management is $6,750 for individuals and $8,750 for clients with more complex situations, such as business ownership, multiple entities, advanced tax planning, and/or estate planning needs.","hourly":"Financial plans can be updated at the client’s request, at a rate of $475 per hour."},"brochureDate":"4/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040893","page":"https://plannerfees.com/planners/wiser-wealth-management-inc-125282/"},{"crd":310946,"name":"Wismed Financial, Inc.","city":"Fitchburg","state":"WI","fees":{"hourly":[250,250],"flat":[1500,12000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,500 to $12,000.","hourly":"Our hourly rate is $250."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017452","page":"https://plannerfees.com/planners/wismed-financial-inc-310946/"},{"crd":150264,"name":"Wisniewski Wealth Management","city":"Dallas","state":"TX","fees":{"annual":[600,50000]},"sourceSentences":{"annual":"Our annual Flat Fee generally ranges between $600 to $50,000 per year."},"brochureDate":"7/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052787","page":"https://plannerfees.com/planners/wisniewski-wealth-management-150264/"},{"crd":158332,"name":"Withum Wealth Management","city":"Red Bank","state":"NJ","fees":{"hourly":[125,350],"flat":[500,15000]},"sourceSentences":{"flat":"Withum Wealth Management’s planning and consulting fees are negotiable, but generally range from $500 to $15,000 on a fixed fee basis and from $125 to $350 on an hourly basis, depending upon the level, complexity and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Withum Wealth Management’s planning and consulting fees are negotiable, but generally range from $500 to $15,000 on a fixed fee basis and from $125 to $350 on an hourly basis, depending upon the level, complexity and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023068","page":"https://plannerfees.com/planners/withum-wealth-management-158332/"},{"crd":156462,"name":"Witt Financial Group, LLC","city":"Crossville","state":"TN","fees":{"hourly":[300,300],"flat":[495,2000]},"sourceSentences":{"flat":"The notice of termination requirements and payment of fees for third-party investment advisers will depend on the specific third-party adviser selected. 6 Financial Planning Fees Fixed Fees The rate for creating client financial plans is between $495 and $2000.","hourly":"The hourly fee for these services is $300."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022563","page":"https://plannerfees.com/planners/witt-financial-group-llc-156462/"},{"crd":297615,"name":"Wittenberg Investments Inc.","city":"Troy","state":"MI","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Depending on the breadth, depth, and complexity of financial services requested by the client, WII may require the client to sign a separate financial planning engagement and pay additional fees at the rate of $500 per hour."},"brochureDate":"6/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049557","page":"https://plannerfees.com/planners/wittenberg-investments-inc-297615/"},{"crd":142761,"name":"WJ Financial Advisors, LLC","city":"Killingworth","state":"CT","fees":{"hourly":[125,375],"flat":[1500,15000]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee range of $125 to $375 per hour.","flat":"Services are offered based on a range of $1,500 - $15,000 depending on the complexity of the engagement."},"brochureDate":"4/1/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039626","page":"https://plannerfees.com/planners/wj-financial-advisors-llc-142761/"},{"crd":114381,"name":"WJ Interests, LLC","city":"Sugar Land","state":"TX","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The fixed fee is $5,000 per year, plus 2."},"brochureDate":"3/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022949","page":"https://plannerfees.com/planners/wj-interests-llc-114381/"},{"crd":169711,"name":"WJL Financial Advisors","city":"Morris Plains","state":"NJ","fees":{"hourly":[250,250],"flat":[1000,1000],"annual":[1500,10000]},"sourceSentences":{"flat":"Initial Working Session WJL’s fee for the initial working session is a fixed fee of $1,000.00 and is due at the end of the session. 6 Annual Advisory Services WJL’s fee for the Annual Advisory Services program depends on the scope of services provided and generally ranges between $1,500 and $10,000 per year.","annual":"Initial Working Session WJL’s fee for the initial working session is a fixed fee of $1,000.00 and is due at the end of the session. 6 Annual Advisory Services WJL’s fee for the Annual Advisory Services program depends on the scope of services provided and generally ranges between $1,500 and $10,000 per year.","hourly":"If a client relationship is terminated during the year WJL will calculate hours spent during the year to date and multiply by WJL’s hourly rate of $250."},"brochureDate":"1/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004692","page":"https://plannerfees.com/planners/wjl-financial-advisors-169711/"},{"crd":335594,"name":"WLTH Capital Management, LLC","city":"Chandler","state":"AZ","fees":{"quarterly":[500,500]},"sourceSentences":{"quarterly":"All clients participating in a family group are subject to a minimum quarterly fee of $500."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059688","page":"https://plannerfees.com/planners/wlth-capital-management-llc-335594/"},{"crd":329845,"name":"WMC Capital Management, LLC","city":"Concord","state":"NC","fees":{"hourly":[350,350],"flat":[500,5000]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $5,000.00.","hourly":"In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012459","page":"https://plannerfees.com/planners/wmc-capital-management-llc-329845/"},{"crd":285824,"name":"WMG Financial Advisors, LLC","city":"Knoxville","state":"TN","fees":{"hourly":[100,1000],"flat":[1500,10000]},"sourceSentences":{"flat":"WMG bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.","hourly":"The negotiated hourly rate for creating client financial plans is between $100 and $1,000 per hour."},"brochureDate":"9/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058160","page":"https://plannerfees.com/planners/wmg-financial-advisors-llc-285824/"},{"crd":125765,"name":"Wmgna","city":"Farmington","state":"CT","fees":{"hourly":[325,325]},"sourceSentences":{"hourly":"The maximum hourly fee is $325 with a 3-hour minimum."},"brochureDate":"4/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040421","page":"https://plannerfees.com/planners/wmgna-125765/"},{"crd":311372,"name":"WMS Wealth Management LLC","city":"Mukilteo","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"In addition to the fees below, an IA Rep may charge for hourly consultations at a rate of $250 per hour."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021868","page":"https://plannerfees.com/planners/wms-wealth-management-llc-311372/"},{"crd":315122,"name":"WMX Advisors, LLC Dba Wealth Management Experience","city":"Saint George","state":"UT","fees":{"flat":[500,500]},"sourceSentences":{"flat":"If the Annual Financial Plan Review or Separate Financial Planning Consultation finds that a new Comprehensive Financial Plan needs to be prepared and Clients engage WMX Advisors to do so, Clients will be charged for a new Comprehensive Financial Plan minus either the $500 paid for the Annual Financial Plan Review…"},"brochureDate":"6/6/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=849932","page":"https://plannerfees.com/planners/wmx-advisors-llc-dba-wealth-management-experience-315122/"},{"crd":153872,"name":"Wny Asset Management, LLC","city":"Williamsville","state":"NY","fees":{"hourly":[150,350],"flat":[600,30000]},"sourceSentences":{"flat":"Registrant’s planning and consulting fees are negotiable, but generally range from $600 to $30,000 on a fixed fee basis, and from $150 to $350 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).","hourly":"Registrant’s planning and consulting fees are negotiable, but generally range from $600 to $30,000 on a fixed fee basis, and from $150 to $350 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021564","page":"https://plannerfees.com/planners/wny-asset-management-llc-153872/"},{"crd":329006,"name":"Wojick Capital Management","city":"Zumbrota","state":"MN","fees":{"flat":[500,500]},"sourceSentences":{"flat":"Full Financial Plan - $500 Portfolio Development and Design - $250 Fees for financial plans are due upon commencement of the Advisory Agreement."},"brochureDate":"2/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008355","page":"https://plannerfees.com/planners/wojick-capital-management-329006/"},{"crd":143218,"name":"Wolakota Financial Advisors","city":"Ypsilanti","state":"MI","fees":{"flat":[2500,2500],"annual":[10000,10000]},"sourceSentences":{"flat":"The open-retainer financial planning fee ranges from a low of $2500 to a maximum of $12,000 for the first year of comprehensive, feeonly financial planning.","annual":"It is expected that the entity will never have income of more than $10,000 per year."},"brochureDate":"2/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010338","page":"https://plannerfees.com/planners/wolakota-financial-advisors-143218/"},{"crd":333701,"name":"Wolf & Raven Private Wealth","city":"Aurora","state":"CO","fees":{"hourly":[225,225]},"sourceSentences":{"hourly":"AND CONSULTING Wolf & Raven Private Wealth charges a standard hourly rate of $225 per hour based on complexity and unique Client needs for financial planning, this rate is negotiable."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025844","page":"https://plannerfees.com/planners/wolf-raven-private-wealth-333701/"},{"crd":331212,"name":"Wolf Bay Wealth Partners","city":"Leawood","state":"KS","fees":{"hourly":[400,400],"flat":[2500,12000]},"sourceSentences":{"flat":"Fixed fee rates range between $2,500 to $12,000.","hourly":"Our hourly rate is $400."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014554","page":"https://plannerfees.com/planners/wolf-bay-wealth-partners-331212/"},{"crd":146080,"name":"Wolf Financial Advisors LLC","city":"Pekin","state":"IL","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Financial planning may be offered on an hourly basis at a rate of $150 per hour."},"brochureDate":"6/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050191","page":"https://plannerfees.com/planners/wolf-financial-advisors-llc-146080/"},{"crd":330261,"name":"Wolf Pine Capital","city":"Portsmouth","state":"NH","fees":{"hourly":[250,250],"flat":[1000,1000]},"sourceSentences":{"hourly":"WPC may engage in financial consulting services on a project basis at $250 per hour, or a flat rate, depending on the services required.","flat":"The minimum flat rate will be $1,000."},"brochureDate":"8/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054772","page":"https://plannerfees.com/planners/wolf-pine-capital-330261/"},{"crd":148317,"name":"Wolfbridge Wealth","city":"Durham","state":"NC","fees":{"hourly":[350,750]},"sourceSentences":{"hourly":"Depending upon the complexity of the situation and the needs of the client, the fixed fee for financial planning services may range between $350.00 and $750.00 per hour."},"brochureDate":"3/25/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025749","page":"https://plannerfees.com/planners/wolfbridge-wealth-148317/"},{"crd":314116,"name":"Wolff Financial","city":"Greenville","state":"SC","fees":{"flat":[500,5000],"annual":[2000,25000]},"sourceSentences":{"annual":"Below is a brief description of our fees, however, you should review your executed Client Contract for more detailed information regarding the exact fees you will be paying. 6 Ongoing Comprehensive Financial Planning Fee Fees for Ongoing Comprehensive Financial Planning ranges between $2,000-$25,000 annually paid…","flat":"One-time Financial Plan Fee One-time Financial Planning engagements may be offered on a fixed fee basis between $500 - $5,000."},"brochureDate":"6/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048268","page":"https://plannerfees.com/planners/wolff-financial-314116/"},{"crd":135756,"name":"Wolff Financial Advisors, LLC","city":"Broomfield","state":"CO","fees":{"annual":[15000,15000]},"sourceSentences":{"annual":"- Item 5 WFA charges a maximum annual fixed fee of $15,000 for financial planning and portfolio management services."},"brochureDate":"6/30/2023","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=717443","page":"https://plannerfees.com/planners/wolff-financial-advisors-llc-135756/"},{"crd":301719,"name":"Wolfpack Wealth Management","city":"Denver","state":"CO","fees":{"hourly":[400,400],"flat":[3600,30000],"quarterly":[750,750]},"sourceSentences":{"quarterly":"To accommodate start-up retirement plans, Wolfpack will charge a minimum flat fee of $750 per quarter, paid directly by the plan sponsor, until assets reach a total balance greater than $500,000 which, at that point, the fees revert to the above schedule.","flat":"The fixed fee for the creation of a complete financial plan ranges from $3,600 to $30,000.","hourly":"Financial Planning engagements are offered at a rate of $400 per hour."},"brochureDate":"9/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058854","page":"https://plannerfees.com/planners/wolfpack-wealth-management-301719/"},{"crd":146026,"name":"Wolfstich Capital, LLC","city":"Medfield","state":"MA","fees":{"hourly":[350,350],"flat":[2500,3500]},"sourceSentences":{"flat":"Compensation – Financial Planning Wolfstich charges a negotiable fixed fee between $2,500 and $3,500 based on complexity and unique Client needs.","hourly":"If the client cancels after five (5) business days, any unpaid earned fees will be due to Wolfstich based on the number of hours of work completed by Wolfstich at a rate of $350 per hour."},"brochureDate":"1/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004232","page":"https://plannerfees.com/planners/wolfstich-capital-llc-146026/"},{"crd":146564,"name":"Wolverine Wealth Advisory Services Inc.","city":"Bloomfield Hills","state":"MI","fees":{"annual":[41500,41500]},"sourceSentences":{"annual":"If we charge you on a flat fee basis, the minimum annual fee is $41,500 per year billed quarterly in advance."},"brochureDate":"1/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001945","page":"https://plannerfees.com/planners/wolverine-wealth-advisory-services-inc-146564/"},{"crd":136215,"name":"Womack & Associates, LLC","city":"Huntsville","state":"AL","fees":{"hourly":[400,450]},"sourceSentences":{"hourly":"The fee contemplates the active participation of the client in the process and is estimated and disclosed in the client engagement letter based on the estimated number of hours to complete the service at a rate of $400 to $450 per hour."},"brochureDate":"5/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045874","page":"https://plannerfees.com/planners/womack-associates-llc-136215/"},{"crd":118081,"name":"Womack Investment Advisers, Inc","city":"Edmond","state":"OK","fees":{"hourly":[100,500],"flat":[200,50000]},"sourceSentences":{"hourly":"- 10 - Financial Planning and Wealth Management Services The fees for Financial Planning Services are based on an hourly rate from $100 to $500 or on a fixed, predetermined amount.","flat":"Flat rate consulting fees range between $200 and $50,000 and are determined by the complexity of the project combined with time spent."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036595","page":"https://plannerfees.com/planners/womack-investment-advisers-inc-118081/"},{"crd":146126,"name":"Womack Wealth Management, Inc.","city":"Manhattan Beach","state":"CA","fees":{"hourly":[50,50]},"sourceSentences":{"hourly":"Hourly rates range from $50/hour to $500/hour depending on the complexity of the services and the staff level providing the services."},"brochureDate":"6/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048896","page":"https://plannerfees.com/planners/womack-wealth-management-inc-146126/"},{"crd":305821,"name":"Women's Wealth","city":"Tacoma","state":"WA","fees":{"hourly":[300,300],"flat":[6000,6000],"annual":[8500,8500]},"sourceSentences":{"hourly":"Individual: 20 hours x $300/hr = $6,000; couple: 28 hours x $300/hr = $8,500 ANNUAL – Updated Comprehensive Financial Plan (“Stay on Track”) This ongoing financial planning support is only available to clients who have completed a comprehensive financial plan with our firm.","annual":"Individual: 20 hours x $300/hr = $6,000; couple: 28 hours x $300/hr = $8,500 ANNUAL – Updated Comprehensive Financial Plan (“Stay on Track”) This ongoing financial planning support is only available to clients who have completed a comprehensive financial plan with our firm.","flat":"Estate Planning & Charitable Giving $5,000 (individual) / $7,000 (couple) Fee * Clients who had done an initial comprehensive financial plan (“Get on Track”) but opted out of annual updated comprehensive financial plan (“Stay on Track”) for more than 2 years will need to (re)do a comprehensive financial plan (“Get…"},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041798","page":"https://plannerfees.com/planners/women-s-wealth-305821/"},{"crd":310961,"name":"Women's Worth Advisors","city":"Hilton Head Island","state":"SC","fees":{"flat":[3000,3000],"quarterly":[500,500]},"sourceSentences":{"quarterly":"Money Management Wellness Individual Fixed Fee $500 per Quarter Payment is due in full the day of meeting in the form of cash or check.","flat":"A Women’s Worth Advisors’ financial plan will not exceed $3,000 per individual, and $4,500 per family for a completed financial plan."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024001","page":"https://plannerfees.com/planners/women-s-worth-advisors-310961/"},{"crd":315390,"name":"Wonder Wealth LLC","city":"San Diego","state":"CA","fees":{"hourly":[200,300],"flat":[1000,1000],"monthly":[200,1000],"quarterly":[600,3000]},"sourceSentences":{"monthly":"For clients paying monthly, the fee is $200-$1,000 per month.","quarterly":"For clients paying quarterly, the fee is $600-$3,000 per quarter.","flat":"If a client brings on a new individual to the planning relationship after the initial plan has been delivered, WW reserves the right to charge a $1,000 “Financial Plan Re-Work Fee” to compensate for the additional work, billable as a 1x invoice upfront.","hourly":"The fee is paid 50% upfront with the remainder due upon delivery of the plan. ● Hourly Project-Based Financial Planning Services The Hourly Project-Based Financial Planning is offered at an hourly rate ranging between $200-$300 depending on the complexity and the needs of the client, and on the estimated number of…"},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027678","page":"https://plannerfees.com/planners/wonder-wealth-llc-315390/"},{"crd":335023,"name":"Wonderland Financial Planning","city":"Seattle","state":"WA","fees":{"hourly":[350,350],"flat":[4000,20000],"annual":[4000,20000]},"sourceSentences":{"flat":"Please note, lower fees for comparable services may be available from other sources. 7 Initial Comprehensive Financial Plan We charge an upfront fee for an Initial Comprehensive Financial Plan, ranging from $4,000 to $20,000, based on our hourly rate of $350.","hourly":"Please note, lower fees for comparable services may be available from other sources. 7 Initial Comprehensive Financial Plan We charge an upfront fee for an Initial Comprehensive Financial Plan, ranging from $4,000 to $20,000, based on our hourly rate of $350.","annual":"We charge an ongoing annual fee ranging from $4,000 to $20,000, billed quarterly in arrears based on our hourly rate of $350."},"brochureDate":"8/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054442","page":"https://plannerfees.com/planners/wonderland-financial-planning-335023/"},{"crd":331264,"name":"Woodmont Financial Partners LLC","city":"Mesa","state":"AZ","fees":{"hourly":[500,500],"flat":[4000,20000],"annual":[4000,20000]},"sourceSentences":{"annual":"Most annual fee rates range from $4,000 to $20,000, billed and paid monthly or quarterly in advance.","flat":"Most fixed fee rates range from $4,000 to $20,000.","hourly":"Fixed fees will not exceed an hourly rate of $500."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028063","page":"https://plannerfees.com/planners/woodmont-financial-partners-llc-331264/"},{"crd":341740,"name":"Woodmont Wealth Management, LLC`","city":"Huntingdon Valley","state":"PA","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"AND CONSULTING WWM charges a $150 hourly fee based on complexity and unique Client needs for financial planning."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047896","page":"https://plannerfees.com/planners/woodmont-wealth-management-llc-341740/"},{"crd":288727,"name":"Woods Advisory Services LLC","city":"Towson","state":"MD","fees":{"flat":[2000,5000]},"sourceSentences":{"flat":"The arrangement is typically provided on a fixed fee basis, ranging from $2,000 to $5,000."},"brochureDate":"3/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013263","page":"https://plannerfees.com/planners/woods-advisory-services-llc-288727/"},{"crd":306299,"name":"Woodward Diversified Capital, LLC","city":"Bakersfield","state":"CA","fees":{"annual":[20000,20000]},"sourceSentences":{"annual":"There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056834","page":"https://plannerfees.com/planners/woodward-diversified-capital-llc-306299/"},{"crd":150641,"name":"Woodward Financial Advisors, Inc.","city":"Chapel Hill","state":"NC","fees":{"hourly":[250,300]},"sourceSentences":{"hourly":"Fees for educational seminars are collected on an hourly basis ranging from $250 to $300 per hour pursuant to an engagement letter."},"brochureDate":"4/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043518","page":"https://plannerfees.com/planners/woodward-financial-advisors-inc-150641/"},{"crd":340694,"name":"Woolstone Wealth Management","city":"Malvern","state":"PA","fees":{"flat":[5000,15000]},"sourceSentences":{"flat":"Fixed fee rates range from $5,000 to $15,000."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006040","page":"https://plannerfees.com/planners/woolstone-wealth-management-340694/"},{"crd":135941,"name":"World Capital Advisors, LLC","city":"Denver","state":"CO","fees":{"hourly":[250,250],"monthly":[500,1500]},"sourceSentences":{"hourly":"Typically, hourly fees are $250 per hour, and basic ongoing advisory services range from $500-$1500/month.","monthly":"Typically, hourly fees are $250 per hour, and basic ongoing advisory services range from $500-$1500/month."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031471","page":"https://plannerfees.com/planners/world-capital-advisors-llc-135941/"},{"crd":306933,"name":"World Market Advisors","city":"Hanover","state":"NH","fees":{"hourly":[350,350],"flat":[3500,3500],"monthly":[139,139]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $350 per hour, billed in 15-minute increments, and will be negotiated and agreed upon by the parties in advance.","flat":"Comprehensive Plan (approx 10 hrs consultation + 1 yr subscription): $ 3,500 (one time) 3.","monthly":"Monthly “Agile Plan” subscription: $ 139 / month Fixed Fees Plan sponsors who engage WMA for pension consulting services will enter into an agreement with WMA for a period of one year and WMA will charge a fixed fee for the services outlined above in the amount of $25,000."},"brochureDate":"7/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051703","page":"https://plannerfees.com/planners/world-market-advisors-306933/"},{"crd":159924,"name":"Worldwide Capital Advisors, LLC","city":"Southgate","state":"MI","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $250 per hour."},"brochureDate":"6/22/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049060","page":"https://plannerfees.com/planners/worldwide-capital-advisors-llc-159924/"},{"crd":319302,"name":"Worrell Financial LLC","city":"West Chester","state":"PA","fees":{"hourly":[250,250],"flat":[500,3500]},"sourceSentences":{"flat":"The fixed fee can range between $500.00 and $3,500.00, depending on complexity and needs of the client.","hourly":"In the event of early termination, the client will be billed for the hours worked at the rate of $250 per hour."},"brochureDate":"1/21/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003164","page":"https://plannerfees.com/planners/worrell-financial-llc-319302/"},{"crd":156564,"name":"Worth Advisors","city":"Charlotte","state":"NC","fees":{"hourly":[550,550],"flat":[1250,250000]},"sourceSentences":{"hourly":"AND CONSULTING SERVICES For Financial Planning and Consulting Services Worth charges either an hourly fee of $550 or fixed fee ranging from $1,250 to $250,000 based on complexity and unique client needs.","flat":"AND CONSULTING SERVICES For Financial Planning and Consulting Services Worth charges either an hourly fee of $550 or fixed fee ranging from $1,250 to $250,000 based on complexity and unique client needs."},"brochureDate":"3/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017106","page":"https://plannerfees.com/planners/worth-advisors-156564/"},{"crd":316622,"name":"Worthen Financial Advisors","city":"Friendswood","state":"TX","fees":{"flat":[3000,3000],"monthly":[249,249]},"sourceSentences":{"flat":"We charge a flat fee of $3,000 for our financial planning services.","monthly":"The Subscription Program fee is $249 per month in advance."},"brochureDate":"8/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055489","page":"https://plannerfees.com/planners/worthen-financial-advisors-316622/"},{"crd":333101,"name":"Worthique","city":"Pleasanton","state":"CA","fees":{"hourly":[300,300],"flat":[4000,8000],"annual":[6000,6000]},"sourceSentences":{"annual":"We charge an annual fee of $6,000 for Ongoing Financial Planning.","flat":"Fixed fee rates range between $4,000 to $8,000.","hourly":"Our hourly rate is $300."},"brochureDate":"9/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056918","page":"https://plannerfees.com/planners/worthique-333101/"},{"crd":341019,"name":"Worthwhile Wealth","city":"Johnson City","state":"TN","fees":{"hourly":[250,250],"annual":[1250,10000]},"sourceSentences":{"annual":"When providing financial planning and coaching and consulting services on a standalone basis (in which we have not been engaged to manage a client’s accounts), we generally charge a flat fee that ranges from $1,250 to $10,000 per year.","hourly":"Alternatively, we may offer to provide financial planning and consulting and coaching services on an hourly basis at a rate of $250 per hour."},"brochureDate":"8/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055410","page":"https://plannerfees.com/planners/worthwhile-wealth-341019/"},{"crd":126918,"name":"Worthwhile Wealth Council","city":"Johnson City","state":"TN","fees":{"hourly":[250,250],"quarterly":[250,250],"annual":[1000,1000]},"sourceSentences":{"hourly":"Our hourly rate is $250.","annual":"Where comprehensive financial planning services and consultation are the primary focus and asset management is requested for relatively smaller initial accounts, the firm offers a bundle of services by an annual subscription fee of $1,000 billed quarterly ($250 per quarter) regardless of asset value, until the…","quarterly":"Where comprehensive financial planning services and consultation are the primary focus and asset management is requested for relatively smaller initial accounts, the firm offers a bundle of services by an annual subscription fee of $1,000 billed quarterly ($250 per quarter) regardless of asset value, until the…"},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032834","page":"https://plannerfees.com/planners/worthwhile-wealth-council-126918/"},{"crd":316812,"name":"Worthwise Financial Partners","city":"Houston","state":"TX","fees":{"hourly":[250,250],"flat":[750,2700],"monthly":[250,900]},"sourceSentences":{"flat":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $750-$2,700 depending on complexity and an ongoing fee that is paid monthly, in arrears, at the rate of $250-$900 per month depending on complexity.","monthly":"Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $750-$2,700 depending on complexity and an ongoing fee that is paid monthly, in arrears, at the rate of $250-$900 per month depending on complexity.","hourly":"For projects where the scope is not clearly defined or where work may occur intermittently on an ongoing basis, the hourly fee is $250 per hour."},"brochureDate":"2/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007600","page":"https://plannerfees.com/planners/worthwise-financial-partners-316812/"},{"crd":142462,"name":"Worthy Financial Services","city":"Westminster","state":"MD","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"In general, the fixed fee may range from $500 to $10,000 depending on the complexity of the plan."},"brochureDate":"3/27/2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=962407","page":"https://plannerfees.com/planners/worthy-financial-services-142462/"},{"crd":284872,"name":"Worthynest LLC","city":"Punta Gorda","state":"FL","fees":{"flat":[800,800],"monthly":[350,350],"quarterly":[1050,1050]},"sourceSentences":{"flat":"Unless a special exception is made, there is a one-time, up-front fee of $800 for new Family Financial Planning or Investment Management clients.","monthly":"Family financial planning clients with less than $500,000 of direct assets under management pay a fixed ongoing fee of $350 monthly or $1,050 quarterly.","quarterly":"Family financial planning clients with less than $500,000 of direct assets under management pay a fixed ongoing fee of $350 monthly or $1,050 quarterly."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020137","page":"https://plannerfees.com/planners/worthynest-llc-284872/"},{"crd":171540,"name":"Woven Capital, LLC","city":"Redding","state":"CA","fees":{"hourly":[250,450],"flat":[1500,12000],"annual":[2400,24000]},"sourceSentences":{"hourly":"Our hourly rate ranges from $250.00 to $450.00 per hour depending on scope and complexity of the engagement.","flat":"For clients requiring financial planning, we typically charge an initial fixed fee, which generally ranges between $1,500 and $12,000, depending on scope and complexity of the services being rendered.","annual":"The fee for this service ranges from $2,400 to $24,000 annually."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037334","page":"https://plannerfees.com/planners/woven-capital-llc-171540/"},{"crd":168232,"name":"Woven Prosperity","city":"San Francisco","state":"CA","fees":{"hourly":[200,350]},"sourceSentences":{"hourly":"AND CONSULTING SERVICES Financial Planning and Consulting Services are provided on an hourly fee rate that ranges from $200 per hour to $350 per hour."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018022","page":"https://plannerfees.com/planners/woven-prosperity-168232/"},{"crd":315566,"name":"Wpa Family Office, LLC","city":"Dallas","state":"TX","fees":{"annual":[5000,120000]},"sourceSentences":{"annual":"Fees range from $5,000 to $120,000 annually, depending on the scope and complexity of the services to be provided."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058339","page":"https://plannerfees.com/planners/wpa-family-office-llc-315566/"},{"crd":145467,"name":"Wpwealth LLP","city":"Fort Worth","state":"TX","fees":{"annual":[5000,5000]},"sourceSentences":{"annual":"The minimum management fee is $5,000 per year for discretionary managed accounts."},"brochureDate":"9/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058404","page":"https://plannerfees.com/planners/wpwealth-llp-145467/"},{"crd":289479,"name":"Wright Benefit Advisors Inc.","city":"Lake Forest","state":"IL","fees":{"hourly":[130,385]},"sourceSentences":{"hourly":"WBAI bills based on the balance on the first day of the billing period Hourly Fees The hourly fee for these services is between $130 and $385."},"brochureDate":"6/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048404","page":"https://plannerfees.com/planners/wright-benefit-advisors-inc-289479/"},{"crd":341180,"name":"Wright Financial Advisory LLC","city":"West Orange","state":"NJ","fees":{"hourly":[150,350],"flat":[2500,2500],"monthly":[99,199]},"sourceSentences":{"monthly":"A recurring fixed fee ranging from $99 to $199 per month, depending on the complexity of the client’s needs.","flat":"Flat fees starting at $2,500 for deep-dive planning projects. ●​ Hourly Consulting:","hourly":"For specific project-based requests, the Firm charges an hourly rate of $150 to $350 per hour."},"brochureDate":"6/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047654","page":"https://plannerfees.com/planners/wright-financial-advisory-llc-341180/"},{"crd":319025,"name":"Wright Planning, LLC","city":"Fishers","state":"IN","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Hourly based financial planning engagements are offered at a rate of $500 per hour."},"brochureDate":"2/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012714","page":"https://plannerfees.com/planners/wright-planning-llc-319025/"},{"crd":321215,"name":"Wright Wealth 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$5,000."},"brochureDate":"8/24/2021","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=695109","page":"https://plannerfees.com/planners/wright-wealth-management-llc-312237/"},{"crd":162326,"name":"Wright Wealth Management, LLC","city":"Issaquah","state":"WA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"Fees for financial planning and consulting services are based on a rate of $250 per hour."},"brochureDate":"1/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003688","page":"https://plannerfees.com/planners/wright-wealth-management-llc-162326/"},{"crd":337969,"name":"Wrightpoint Wealth","city":"Louisville","state":"KY","fees":{"annual":[1200,1200]},"sourceSentences":{"annual":"A minimum annual fee of $1,200 will apply to all client households."},"brochureDate":"9/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016133","page":"https://plannerfees.com/planners/wrightpoint-wealth-337969/"},{"crd":314597,"name":"Wrought Financial Planning","city":"Haddonfield","state":"NJ","fees":{"hourly":[350,350],"annual":[4800,4800]},"sourceSentences":{"annual":"There is a minimum annual fee of $4,800.","hourly":"Financial Consulting Services Financial consulting services are provided on an hourly basis, with an hourly rate of $350/hour."},"brochureDate":"7/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051784","page":"https://plannerfees.com/planners/wrought-financial-planning-314597/"},{"crd":331090,"name":"Wrought Iron Financial LLC","city":"Canal Fulton","state":"OH","fees":{"hourly":[200,200],"flat":[500,4000],"monthly":[100,500]},"sourceSentences":{"monthly":"Fees are paid monthly in arrears and generally range from $300 to $500 per month for standalone financial planning services, and from $100 to $200 per month when financial planning services are provided in conjunction with Investment Management Services.","flat":"Fixed fees generally range from $500 to $4,000 depending on factors such as the Client’s specific needs, the complexity of the engagement, estimated time required, research involved, and other relevant factors associated with the scope of services.","hourly":"In certain circumstances, where the scope of services is limited or not well suited to a fixed fee arrangement, WI may charge an hourly fee of $200 per hour for financial planning services."},"brochureDate":"3/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021546","page":"https://plannerfees.com/planners/wrought-iron-financial-llc-331090/"},{"crd":144108,"name":"Wsa Affiliates, LLC","city":"Dallas","state":"TX","fees":{"hourly":[100,250]},"sourceSentences":{"hourly":"Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $250 per hour based on the complexity of the case and rate of the planner providing the plan."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027634","page":"https://plannerfees.com/planners/wsa-affiliates-llc-144108/"},{"crd":169566,"name":"WT Wealth Management, LLC","city":"Scottsdale","state":"AZ","fees":{"hourly":[150,250],"quarterly":[250,1000]},"sourceSentences":{"hourly":"Hourly fees range from $150 to $250 per hour for an initial plan or any update to an already existing plan.","quarterly":"For ongoing services, fees range from $250 to $1,000 per quarter, payable quarterly in 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Fields","state":"PA","fees":{"hourly":[250,250]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is $250. 4 Clients may terminate the agreement without penalty, for full refund of WFS’s fees, within five business days of signing the Financial Planning Agreement."},"brochureDate":"3/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019941","page":"https://plannerfees.com/planners/wuenschell-financial-services-llc-327097/"},{"crd":331608,"name":"Wurz Financial Services, LLC","city":"Holland","state":"OH","fees":{"flat":[0,50000],"monthly":[100,4000],"annual":[15000,15000]},"sourceSentences":{"annual":"The fixed rate for business planning is $15,000 annually.","flat":"The negotiated fixed rate for creating a one-time financial plan is between $0 and $50,000.","monthly":"The negotiated fixed rate for a subscription to ongoing financial planning is between $100 and $4000 per month."},"brochureDate":"6/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049844","page":"https://plannerfees.com/planners/wurz-financial-services-llc-331608/"},{"crd":281159,"name":"Wwa Planning & Investments","city":"Columbus","state":"IN","fees":{"hourly":[325,325],"flat":[800,6000],"annual":[500,500]},"sourceSentences":{"annual":"Advisers offering impersonal investment advice paid less than $500 annually do not have to adhere to the Brochure Rule with a client.) The following describes how WWA is compensated for each of its advisory services:","flat":"WWA fees for comprehensive and limited-engagement personal financial planning services range between $800 to $6,000.","hourly":"WWA offers advice on single-subject financial planning and general consulting services for an hourly fee of $325, which is negotiable depending on the scope and complexity of the plan, the client’s situation, and financial objectives."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034384","page":"https://plannerfees.com/planners/wwa-planning-investments-281159/"},{"crd":157620,"name":"WWM Financial","city":"Carslbad","state":"CA","fees":{"hourly":[350,350],"flat":[2500,20000]},"sourceSentences":{"hourly":"Our hourly fees are $350.","flat":"Flat fees are negotiable and generally range from $2,500 to $20,000."},"brochureDate":"4/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041121","page":"https://plannerfees.com/planners/wwm-financial-157620/"},{"crd":309482,"name":"Wyatt Wealth Management","city":"Arlington","state":"WA","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"AND CONSULTING Wyatt Wealth Management charges an hourly fee of $200 per hour for financial planning."},"brochureDate":"2/20/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010503","page":"https://plannerfees.com/planners/wyatt-wealth-management-309482/"},{"crd":137957,"name":"Wychick Investment Advisors, Inc.","city":"Bend","state":"OR","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"Fees for our planning services are based on an hourly rate of $200.00 per hour, due at time the service is completed."},"brochureDate":"2/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012417","page":"https://plannerfees.com/planners/wychick-investment-advisors-inc-137957/"},{"crd":153532,"name":"Wykrent, Damon","city":"Flower Mound","state":"TX","fees":{"hourly":[150,150],"flat":[3000,3000]},"sourceSentences":{"flat":"Fixed fees will generally not exceed $3,000.","hourly":"Hourly fees are charged at the rate of $150 per hour, and there is a minimum charge of one hour for preparation of a plan."},"brochureDate":"3/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030495","page":"https://plannerfees.com/planners/wykrent-damon-153532/"},{"crd":119355,"name":"Wynn Capital Management, LLC","city":"Santa Cruz","state":"CA","fees":{"hourly":[100,300],"annual":[10000,10000]},"sourceSentences":{"annual":"Financial planning is generally included for clients that engage WCM for investment management and whose annual fee exceeds $10,000.","hourly":"Planning fees are negotiable but generally range from $100 to $300 per hour depending on the complexity of the service and the professional or consulting service required."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021673","page":"https://plannerfees.com/planners/wynn-capital-management-llc-119355/"},{"crd":330813,"name":"Wysopal Wealth","city":"La Grange Park","state":"IL","fees":{"hourly":[500,500],"flat":[2000,25000],"annual":[15000,15000]},"sourceSentences":{"annual":"Fees are paid quarterly in arrears and will not exceed $15,000 annually.","flat":"Fixed fee rates range between $2,000 to $25,000.","hourly":"Our hourly rate is $500 per hour."},"brochureDate":"5/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044631","page":"https://plannerfees.com/planners/wysopal-wealth-330813/"},{"crd":287715,"name":"X and Y Advisors, Inc.","city":"El Segundo","state":"CA","fees":{"hourly":[250,250],"flat":[500,10000],"monthly":[15,150]},"sourceSentences":{"flat":"The fixed fee can range between $500 and $10,000 based on complexity.","monthly":"Initial setup fee = $150, $50/month, plus $15/month per employee Initial setup fee is due when the client signs the engagement letter for each type of accounting service.","hourly":"Business Consulting Services Business consulting services are offered at an hourly rate of $250 per hour."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035795","page":"https://plannerfees.com/planners/x-and-y-advisors-inc-287715/"},{"crd":334779,"name":"Xcelsior Advisor Partners LLC","city":"Scottsdale","state":"AZ","fees":{"flat":[5000,5000]},"sourceSentences":{"flat":"Fixed fees vary and do not exceed $5,000, depending on the complexity of the financial plan."},"brochureDate":"9/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059200","page":"https://plannerfees.com/planners/xcelsior-advisor-partners-llc-334779/"},{"crd":340263,"name":"Xcountry Financial","city":"Poncha Springs","state":"CO","fees":{"flat":[1000,50000]},"sourceSentences":{"flat":"For comprehensive financial plans, we typically charge a fixed fee ranging from $1,000 to $50,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014781","page":"https://plannerfees.com/planners/xcountry-financial-340263/"},{"crd":333436,"name":"Xena Financial Planning, LLC","city":"Portland","state":"OR","fees":{"flat":[10000,10000]},"sourceSentences":{"flat":"A.​ The Financial Planning fee consists of an annual flat amount ranging from a minimum of $10,000 and up to $36,000."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056869","page":"https://plannerfees.com/planners/xena-financial-planning-llc-333436/"},{"crd":339871,"name":"Xfo Capital","city":"Irvine","state":"CA","fees":{"hourly":[200,200],"quarterly":[1500,1500]},"sourceSentences":{"quarterly":"Clients are generally subject to a nonrefundable minimum quarterly fee equal to $1,500, as set forth in the applicable Agreement.","hourly":"Fees (Stand-Alone) The Firm’s financial planning and consulting fees are generally billed on a fixed fee basis ($3,600$36,000 per project), an hourly rate basis ($200-800/hour), or based upon a percentage (%) per annum for services provided at any asset level (up to 0.20%), depending upon the level and scope of the…"},"brochureDate":"1/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003917","page":"https://plannerfees.com/planners/xfo-capital-339871/"},{"crd":317978,"name":"Xpand Investment LLC","city":"Chula Vista","state":"CA","fees":{"flat":[3000,5000]},"sourceSentences":{"flat":"The fee for creating a financial plan typically ranges from $3,000 to $5,000, depending on the complexity of the work."},"brochureDate":"6/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048008","page":"https://plannerfees.com/planners/xpand-investment-llc-317978/"},{"crd":329352,"name":"Xponify, Inc.","city":"Hickory Creek","state":"TX","fees":{"flat":[250,2000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $250 and $2,000."},"brochureDate":"2/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007917","page":"https://plannerfees.com/planners/xponify-inc-329352/"},{"crd":335260,"name":"Xwealth","city":"Newport Beach","state":"CA","fees":{"hourly":[250,500]},"sourceSentences":{"hourly":"The negotiated hourly fee for these services is between $250 and $500."},"brochureDate":"4/17/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041795","page":"https://plannerfees.com/planners/xwealth-335260/"},{"crd":168325,"name":"Yahara Wealth Management LLC","city":"Madison","state":"WI","fees":{"quarterly":[2500,2500]},"sourceSentences":{"quarterly":"YWM imposes a minimum fee of $2,500 per quarter."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018530","page":"https://plannerfees.com/planners/yahara-wealth-management-llc-168325/"},{"crd":332642,"name":"Yandell Investments, LLC","city":"Orlando","state":"FL","fees":{"hourly":[500,500]},"sourceSentences":{"hourly":"Programs Financial Planning & Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500."},"brochureDate":"3/24/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024263","page":"https://plannerfees.com/planners/yandell-investments-llc-332642/"},{"crd":290137,"name":"Yarborough Asset Management Strategies","city":"Raleigh","state":"NC","fees":{"hourly":[250,1000],"flat":[2000,10000],"monthly":[145,810]},"sourceSentences":{"flat":"The negotiated comprehensive financial planning fee is between $2,000 and $10,000.","hourly":"The negotiated hourly fee for these services is between $250 and $1,000.","monthly":"Comprehensive Financial Planning consists of a one-time set-up fee of $250 and an ongoing fee that is paid monthly, in advance, at the rate of $145 and $810 per month, depending on complexity and needs of the client."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032263","page":"https://plannerfees.com/planners/yarborough-asset-management-strategies-290137/"},{"crd":115912,"name":"Yavapai Financial Planning, L.L.C.","city":"Prescott","state":"AZ","fees":{"hourly":[250,250],"flat":[500,15000]},"sourceSentences":{"hourly":"Our fee will be based on the estimated number of hours to complete the project, determined by an assessment of your needs, complexity, among other factors, and at our current rate of $250 per hour.","flat":"At our discretion, we may offer our services on a fixed fee basis, ranging from $500 to $15,000."},"brochureDate":"3/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018896","page":"https://plannerfees.com/planners/yavapai-financial-planning-l-l-c-115912/"},{"crd":342547,"name":"Yearwood Financial","city":"New York","state":"NY","fees":{"flat":[3000,7000],"quarterly":[1250,3250]},"sourceSentences":{"quarterly":"Fees are paid quarterly in arrears, ranging from $1,250 to $3,250 per quarter, based on complexity.","flat":"Fixed fee rates range from $3,000 to $7,000, based on complexity."},"brochureDate":"9/14/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057833","page":"https://plannerfees.com/planners/yearwood-financial-342547/"},{"crd":151018,"name":"Yeisley Wealth Solutions, Inc.","city":"Wichita","state":"KS","fees":{"hourly":[450,450],"flat":[3500,3500]},"sourceSentences":{"hourly":"Randy Yeisley’s hourly rate is typically $450 with other financial planners and investment adviser representatives billed at lower rates between $150 and $375.","flat":"The fixed fee ranges from $3,500 up to a maximum of $10,000."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014235","page":"https://plannerfees.com/planners/yeisley-wealth-solutions-inc-151018/"},{"crd":148307,"name":"Yellow Dog Financial, Inc.","city":"Bolton","state":"MA","fees":{"hourly":[250,250],"flat":[2700,2700],"monthly":[100,800]},"sourceSentences":{"flat":"Initial YDF Financial Plan YDF Financial Plan is a flat fee of $2,700 that is billed in arrears in 8 monthly installments of $337.50 The fee may be negotiable in certain cases and will be agreed upon at the start of the engagement.","monthly":"YDF Ongoing Financial Planning ​ YDF Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $100 - $800 per month based on complexity and needs of the client.","hourly":"YDF Project Planning / Ongoing Hourly Financial Planning YDF Project Planning / Ongoing Hourly Financial Planning is billed at the firm rate of $250 per hour in 10 minute increments."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030739","page":"https://plannerfees.com/planners/yellow-dog-financial-inc-148307/"},{"crd":338146,"name":"Yellow Oak Financial Planning, LLC","city":"Simpsonville","state":"SC","fees":{"flat":[1000,1000]},"sourceSentences":{"flat":"Ongoing Financial Planning YOFP collects an initial fee, no greater than $1000."},"brochureDate":"6/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048578","page":"https://plannerfees.com/planners/yellow-oak-financial-planning-llc-338146/"},{"crd":298940,"name":"Yendrey Wealth Management LLC","city":"Victoria","state":"TX","fees":{"hourly":[150,150]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $150 per hour."},"brochureDate":"2/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006090","page":"https://plannerfees.com/planners/yendrey-wealth-management-llc-298940/"},{"crd":298020,"name":"Yes Life Financial","city":"Glen Allen","state":"VA","fees":{"monthly":[25,250]},"sourceSentences":{"monthly":"Comprehensive Financial Planning (Virtual Financial Coaching) Comprehensive Financial Planning does not consist of an upfront charge, but rather consists of an ongoing fee that is paid monthly, in advance, at the rate of $25.00 to $250.00 per month, depending on the complexity and needs of the client."},"brochureDate":"1/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=930733","page":"https://plannerfees.com/planners/yes-life-financial-298020/"},{"crd":338425,"name":"Yeti Wealth Management Group, LLC","city":"Highlands Ranch","state":"CO","fees":{"hourly":[350,350]},"sourceSentences":{"hourly":"Generally, our hourly fee will not exceed $350."},"brochureDate":"9/13/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057697","page":"https://plannerfees.com/planners/yeti-wealth-management-group-llc-338425/"},{"crd":282918,"name":"Yfp Wealth","city":"New Albany","state":"OH","fees":{"flat":[1500,1500],"annual":[5000,5000]},"sourceSentences":{"annual":"We charge a minimum annual fee of $5,000.","flat":"Fees for Life Planning include a one-time fee of $1,500 for an individual or $2,500 for a couple, paid in advance."},"brochureDate":"6/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049265","page":"https://plannerfees.com/planners/yfp-wealth-282918/"},{"crd":330812,"name":"Ygc Wealth","city":"Upper Marlboro","state":"MD","fees":{"hourly":[375,375],"annual":[7500,7500]},"sourceSentences":{"annual":"The fee varies based on the needs of each client and the complexity of their financial plan, but the minimum annual fee is $7,500 for individuals and $10,500 for couples.","hourly":"For our Limited Financial Planning Services, we typically charge a fee of $375 per hour."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021144","page":"https://plannerfees.com/planners/ygc-wealth-330812/"},{"crd":317662,"name":"Yields for You, LLC","city":"Melville","state":"NY","fees":{"hourly":[400,400],"annual":[30000,30000]},"sourceSentences":{"annual":"Fees range from free to $30,000 per year per participant.","hourly":"Hourly rate is $400 per hour, depending on complexity."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028047","page":"https://plannerfees.com/planners/yields-for-you-llc-317662/"},{"crd":330087,"name":"Yin Financial Planning","city":"Millburn","state":"NJ","fees":{"flat":[750,7500],"annual":[2500,10000]},"sourceSentences":{"annual":"Comprehensive Financial Planning Engagement fee YFP’s fee for a comprehensive financial planning engagement is an annual fixed fee ranging from $2,500 - $10,000.","flat":"Limited Scope Engagement fee Services under the Limited Scope Engagement are charged on a flat-fee basis and range from $750 to $7,500 depending upon the expected work’s scope and complexity."},"brochureDate":"3/12/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017828","page":"https://plannerfees.com/planners/yin-financial-planning-330087/"},{"crd":342347,"name":"Yiu Advisors, LLC","city":"Daly City","state":"CA","fees":{"hourly":[25,200],"flat":[200,5000]},"sourceSentences":{"flat":"The negotiated fixed rate for creating client financial plans is between $200 and $5,000.","hourly":"The negotiated hourly fee for these services is between $25 and $200."},"brochureDate":"5/27/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046352","page":"https://plannerfees.com/planners/yiu-advisors-llc-342347/"},{"crd":305049,"name":"Yoshida Wealth Management, Inc.","city":"White Plains","state":"NY","fees":{"hourly":[250,250],"annual":[4800,4800]},"sourceSentences":{"annual":"The minimum annual fee for this service is $4,800 for single clients and $6,000 for households of two or more persons.","hourly":"Financial Planning engagements are offered at an hourly rate of $250 per hour."},"brochureDate":"9/2/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056881","page":"https://plannerfees.com/planners/yoshida-wealth-management-inc-305049/"},{"crd":107448,"name":"Young Capital Management Inc","city":"Fountain Hills","state":"AZ","fees":{"hourly":[200,200]},"sourceSentences":{"hourly":"The usual fee for us to provide analysis or special projects is $200.00 per hour which may be negotiable depending upon the nature and complexity of your circumstances."},"brochureDate":"3/10/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016432","page":"https://plannerfees.com/planners/young-capital-management-inc-107448/"},{"crd":344212,"name":"Young Financial Planning LLC","city":"Westerville","state":"OH","fees":{"hourly":[300,300]},"sourceSentences":{"hourly":"We charge an hourly fee of $300 for Financial Planning."},"brochureDate":"9/15/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057886","page":"https://plannerfees.com/planners/young-financial-planning-llc-344212/"},{"crd":339453,"name":"Young Wealth Partners","city":"Lafayette","state":"CO","fees":{"hourly":[300,300],"flat":[500,500]},"sourceSentences":{"flat":"Ongoing Financial Planning YWP collects an initial fee, no greater than $500.","hourly":"Our hourly rate is $300."},"brochureDate":"1/9/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001048","page":"https://plannerfees.com/planners/young-wealth-partners-339453/"},{"crd":339933,"name":"Your Everyday Roi","city":"Howells","state":"NE","fees":{"hourly":[350,350],"flat":[3000,3000],"monthly":[350,350]},"sourceSentences":{"monthly":"Ongoing Financial Planning Ongoing financial planning is offered at a fixed rate of $350 per month.","flat":"The fixed fee is $3,000, which half of the fee is due at the beginning of the process and the remainder is due upon completion of work.","hourly":"Hourly financial planning engagements are offered at a rate of $350 per hour, depending on complexity."},"brochureDate":"1/19/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002509","page":"https://plannerfees.com/planners/your-everyday-roi-339933/"},{"crd":297089,"name":"Your Financial Partnership","city":"Lees Summit","state":"MO","fees":{"hourly":[200,500],"flat":[1500,15000],"monthly":[200,750]},"sourceSentences":{"monthly":"Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in advance, at the rate of $200 - $750 per month.","flat":"The fixed fee can range between $1,500 and $15,000 based on client complexity and needs.","hourly":"Financial Planning for an Hourly Fee Financial Planning may be offered on an hourly rate 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between $1,000 and $20,000.","hourly":"The hourly fee for these services is between $110 and $500."},"brochureDate":"2/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006689","page":"https://plannerfees.com/planners/your-planning-partner-llc-283647/"},{"crd":310328,"name":"Your Wealth Consultants LLC","city":"Atlanta","state":"GA","fees":{"flat":[500,10000]},"sourceSentences":{"flat":"Currently, the flat fee for preparing a Plan and providing related financial planning services generally ranges from $ 500 -$ 10,000 but may be higher depending upon particular Services requested and the complexity of the 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of $250 per hour.","flat":"The fixed fee can range between $2,000.00 and $5,000.00."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023858","page":"https://plannerfees.com/planners/zaki-financial-llc-297921/"},{"crd":173660,"name":"Zebra Crossing Asset Management LLC","city":"New York","state":"NY","fees":{"flat":[100,5000]},"sourceSentences":{"flat":"FINANCIAL PLANNING and CONSULTING Advisor charges a negotiable fixed fee ranging between $100 and $5,000 for financial planning."},"brochureDate":"2/6/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006987","page":"https://plannerfees.com/planners/zebra-crossing-asset-management-llc-173660/"},{"crd":285956,"name":"Zeiser Wealth Management LLC","city":"Hot Springs","state":"AR","fees":{"hourly":[150,250],"flat":[1500,1500]},"sourceSentences":{"flat":"For clients whose assets are managed by 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comprehensive financial plan typically takes 8 to 20 hours per year ($2,000 to $5,000 annually)."},"brochureDate":"4/8/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040816","page":"https://plannerfees.com/planners/zenith-investment-management-llc-288565/"},{"crd":318330,"name":"Zenith Wealth Advisors","city":"Scottsdale","state":"AZ","fees":{"hourly":[350,350],"flat":[2500,10000]},"sourceSentences":{"flat":"Flat fees range from $2,500 to $10,000.","hourly":"If engaged on an hourly fee basis, the maximum hourly fee is $350."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014390","page":"https://plannerfees.com/planners/zenith-wealth-advisors-318330/"},{"crd":309579,"name":"Zenith Wealth Management","city":"Orlando","state":"FL","fees":{"hourly":[50,50]},"sourceSentences":{"hourly":"The Advisor’s hourly fee will be billed at a rate of $50.00 per hour, but may be negotiated in advance."},"brochureDate":"3/18/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021141","page":"https://plannerfees.com/planners/zenith-wealth-management-309579/"},{"crd":304732,"name":"Zenith Wealth Partners","city":"Philadelphia","state":"PA","fees":{"flat":[2000,10000],"monthly":[1000,1000]},"sourceSentences":{"flat":"Project-Based Financial Plan: $2,000 - $10,000 - this service collects fees from clients at the beginning of defined work.","monthly":"Fees for this service are paid in advance and range from $4 00 to $1,000 per month."},"brochureDate":"9/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059546","page":"https://plannerfees.com/planners/zenith-wealth-partners-304732/"},{"crd":307404,"name":"Zermatt Wealth Advisors","city":"San 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$400."},"brochureDate":"3/30/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032874","page":"https://plannerfees.com/planners/zero-gravity-financial-llc-169905/"},{"crd":333528,"name":"Zestiny Wealth","city":"Denver","state":"CO","fees":{"hourly":[250,250],"flat":[1000,30000]},"sourceSentences":{"flat":"Fixed fee rates range between $1,000 to $30,000.","hourly":"Our hourly rate is $250."},"brochureDate":"9/11/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057564","page":"https://plannerfees.com/planners/zestiny-wealth-333528/"},{"crd":327128,"name":"Zetlmaier Wealth Management LLC","city":"Seattle","state":"WA","fees":{"hourly":[300,300],"quarterly":[2500,2500],"annual":[10000,10000]},"sourceSentences":{"hourly":"For those clients interested in a stand-alone financial plan that does not include implementation of the plan or ongoing asset management, our hourly rate is $300.","quarterly":"We cap our fees at $2500 per quarter for any household account value over $2,000,000.","annual":"This will generally mean client accounts maintaining greater than $2,000,000 in managed assets each quarter will pay no more than $10,000 per year."},"brochureDate":"2/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006346","page":"https://plannerfees.com/planners/zetlmaier-wealth-management-llc-327128/"},{"crd":159257,"name":"Zhang Financial","city":"Portage","state":"MI","fees":{"hourly":[100,500],"flat":[250,10000]},"sourceSentences":{"hourly":"Our hourly fees generally range from $100 to $500, while flat fees generally range from $250 to $10,000.","flat":"Our hourly fees generally range from $100 to $500, while flat fees generally range from $250 to $10,000."},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034970","page":"https://plannerfees.com/planners/zhang-financial-159257/"},{"crd":149204,"name":"ZHP Capital LLC","city":"Inverness","state":"IL","fees":{"hourly":[250,250],"annual":[500,750]},"sourceSentences":{"hourly":"The maximum fee that ZHP will charge is an hourly rate of $250 per hour.","annual":"Annual reviews, with written recommended re-balancing - minimum $500 per year Quarterly reviews, with written recommended re-balancing - minimum $750 per year (Cost of reviews will vary with complexity of client's accounts and assets, similar to consultations.) ZHP Capital is providing advisory services under…"},"brochureDate":"3/28/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030356","page":"https://plannerfees.com/planners/zhp-capital-llc-149204/"},{"crd":137297,"name":"Zik, LLC","city":"New York","state":"NY","fees":{"hourly":[150,200]},"sourceSentences":{"hourly":"Investment professional, $150 - $200 per hour."},"brochureDate":"3/23/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024118","page":"https://plannerfees.com/planners/zik-llc-137297/"},{"crd":123850,"name":"Ziment Financial Advisors, Inc.","city":"Princeton Junction","state":"NJ","fees":{"flat":[4000,10000]},"sourceSentences":{"flat":"AND CONSULTING SERVICES Registrant’s planning and consulting fees are negotiable, but generally range between $4,000 and $10,000 on a fixed-fee basis, depending upon the level, scope and complexity of the service(s) required and the professional(s) rendering the service(s)."},"brochureDate":"2/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009299","page":"https://plannerfees.com/planners/ziment-financial-advisors-inc-123850/"},{"crd":315645,"name":"Zimmer Capital Management LLC","city":"Bluffton","state":"SC","fees":{"hourly":[50,50]},"sourceSentences":{"hourly":"Services are offered based on an hourly fee of $50 per hour."},"brochureDate":"4/3/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040287","page":"https://plannerfees.com/planners/zimmer-capital-management-llc-315645/"},{"crd":164654,"name":"Zimmer Financial Planning","city":"Bethel Park","state":"PA","fees":{"hourly":[300,300],"annual":[7500,15000]},"sourceSentences":{"annual":"Depending upon the complexity of the situation and the needs of the client, the annual retainer for comprehensive financial 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$2,000 to $5,000 based on a variety of factors including complexity and client needs.","annual":"Our annual fee for this service begins at $2,400 per year, and will be billed monthly in arrears.","hourly":"Project-Based Financial Planning engagements are offered at an hourly rate of $250 per hour, with a two hour minimum engagement."},"brochureDate":"3/16/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019681","page":"https://plannerfees.com/planners/zizzi-investments-322664/"},{"crd":335714,"name":"Zolton Wealth","city":"Olathe","state":"KS","fees":{"flat":[4000,10000]},"sourceSentences":{"flat":"Fixed fee rates range from $4,000 to $10,000."},"brochureDate":"3/4/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014395","page":"https://plannerfees.com/planners/zolton-wealth-335714/"},{"crd":282914,"name":"Zonka & Associates, Inc.","city":"Indialantic","state":"FL","fees":{"hourly":[150,150],"flat":[300,50000]},"sourceSentences":{"hourly":"Our hourly fee is $150 per hour and our fixed fee ranges from $300 - $50,000.","flat":"Our hourly fee is $150 per hour and our fixed fee ranges from $300 - $50,000."},"brochureDate":"3/5/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=484499","page":"https://plannerfees.com/planners/zonka-associates-inc-282914/"},{"crd":170544,"name":"Zora Financial","city":"Birmingham","state":"AL","fees":{"flat":[500,500],"annual":[3600,3600]},"sourceSentences":{"annual":"One individual or a single client’s fixed fee will be $3,600 annually.","flat":"Annual Fee # of Individuals Covered Under Our Agreement $3,600 $4,800 One(1) or Single Multiple Retirement Plan Advising – Fixed + Asset-Based Fees Zora Financial requires an annual fixed fee of $2,500 for retirement plan sponsors (employers) to engage the firm for ongoing plan advising, in addition to a one-time…"},"brochureDate":"3/31/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036721","page":"https://plannerfees.com/planners/zora-financial-170544/"},{"crd":164527,"name":"Zuraw Financial","city":"Delray Beach","state":"FL","fees":{"hourly":[200,400],"flat":[500,500]},"sourceSentences":{"flat":"As a fixed fee, typically ranging from $500 and up, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client. 2.","hourly":"On an hourly basis, ranging from $200 to $400 per hour, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client."},"brochureDate":"3/26/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=499998","page":"https://plannerfees.com/planners/zuraw-financial-164527/"},{"crd":285050,"name":"Zuwa Financial 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York","state":"NY","fees":{"hourly":[350,350],"annual":[4800,4800]},"sourceSentences":{"annual":"The annual fee for individuals is $4,800, and the fee for couples is $6,000.","hourly":"We charge an hourly fee of $350 for Project-Based Financial Planning services."},"brochureDate":"4/29/2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043203","page":"https://plannerfees.com/planners/zz-planning-llc-340329/"}]}