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What Will This Cost?

On-Going Services

For ongoing financial advisory services, we charge a flat quarterly fee which will vary depending on the size and complexity of your financial situation.


Pre-Retirees

Our minimum flat fee is $6,000/year and is suited for those with at least $500,000 in investable assets. We set flat fees based on assets we will help you manage as well as complexity of your planning needs. For an on-going services fee quote, contact us for an initial meeting so we can learn more.

Young Families

An initial flat fee ranges from $2,000-$5,000 and will be adjusted over time with growing assets to eventually reach our pre-retiree minimum ($6,000/year) when appropriate.


One Time Plan

If you’re not sure you’re ready for on-going support, we will provide a summary financial plan that gives you our analysis and recommended actions (i.e. one time plan option)


That Is Why We Offer An “Initial Financial Plan”


One

The team at Clerestory will speak with you, discover who you are, and make a plan designed for what you want to achieve. This is an overview of your financial past, present, and future for you to use as a general roadmap.

Two

If you feel confident in the solutions we provide, we are always excited to start on-going services. Regardless, we are here to help in whatever form you’d like.

The cost for a personalized financial plan ranges from $2,000 to $5,000 depending on the complexity of your situation.


Those wishing to receive ongoing financial advisory help would transition into a new On-Going Financial Advisory Services contract.


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Give Us A Call To Set Up A Time To Talk & Make Time To Plan For Your Future



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