Compare our low cost fees.

Financial Planning Office is a fee-only investment management and financial planning firm. Our revenue comes 100% from Clients who pay an annual fee based on the size of their investment account.

  • We sell no products (like insurance and annuities), represent no other companies, and receive no commissions.
  • Our fee-only approach means you will always receive objective and independent advice.
  • Our fees compete with, and usually beat, many other firms in the industry. 
  • For Wealth Management clients, we provide financial planning reviews every year with no extra charge.
  • Our access to many different institutional class mutual funds will save you money.

Fee Schedule

Our Wealth Management program provides both financial planning and investment management according to the following fee schedule. 

    Assets Under Management                     Annual Fee - Billed Quarterly
     First $250,000                                                   1%
     From $250,000 up to $1,000,000                        .5%
     From $1,000,000 and over00                              .25% 

The fee starts on the date of the engagement letter and a deposit of $500 towards the first quarter fee is due at that time. The first year minimum is fee is $2500 with a minimum account size of $250,000.

  

"In my experience, the brightest advisers are frequently found at smaller financial planning shops. Often those advisers don't accept commissions and instead charge by the hour or levy an annual fee based on the size of the client's account."  WALL STREET JOURNAL  Jonathan Clements    
 
 
Call (801) 466-4101 if you would like a copy of our form ADV Part II.  The Securities and Exchange Commission requires that current and prospective clients be provided a copy of this form before services are provided.
                
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