If you’ve never worked with a financial planner you probably have questions like:
- “How much time is involved?”
- “What information will I need to share?"
- “How much does a financial plan cost?”
Click here to read more about our ongoing financial planning with our annual service calendar
Financial Planning Fees
Initial Plan
Up front cost will vary based on your unique situation
- Typically Ranging from $750 - $2500
Ongoing Financial Planning
$200/month for those with $0 - $282,000 in investments managed by Create Wealth Financial Planning OR
0.85% of investment assets managed for those with greater than $282,000 managed by our firm
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Learn what topics we review as part of your plan ⟶