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We provide Financial Planning services completed on an hourly basis. Every situation is unique, but the total project cost will depend on the financial advisor’s hourly rate and the time it takes us to design your plan. The majority of our plans fall within the range below, but could be higher depending on complexity and time.
Financial Planning Project Range | $1,500 – $4,500
After completion of our meeting form, a Covenant Wealth Advisors financial advisor will be able to provide you with a specific quote.
Financial Planning + Investing + Relationship
For individuals who want a plan, fully integrated investment management, and an ongoing relationship with a financial advisor, our fees are calculated as a small percentage of your investment assets according to the table below. Fees are billed quarterly in advance based on the end of the quarter value and are prorated for partial quarters.
$0 to $500,000
Next $1 million
Over $3 million
* Fees may be deducted from clients' accounts where appropriate and applicable, and/or paid by personal check by the client following receipt of an invoice. Hourly services available upon request for $250/hour with a 10 hour minimum. We also provide retainer/subscription based billing on a quarterly basis based upon the complexity of your situation.
** Fees based on the above tiered table are cumulative. Ex. $1,500,000 would be billed at 1.25% for the first $500,000, and 1.00% for the next $500,000, and 0.80% for the next $500,000.
For example, based on the pricing tiers above:
Clients with $750,000 of investment assets managed would be charged 1.17% annually.
Clients with $1,500,000 of investment assets managed would be charged 1.02% annually.
Clients with $3,00,000 of investment assets managed would be charged 0.84% annually.
Clients with $5,00,000 of investment assets managed would be charged 0.67% annually.