At Peak Financial Planning we operate under a Flat Fee model.
Financial Planning Engagements are 4 months in duration and cost between $5,000-$12,000.
That fee is broken into two components.
1) A retainer portion of 50% of the engagement fee ($2,500-$6,000) which secures your engagement start date and is due upon signing a working agreement
2) The balance ($2500-$6000) is paid in installments ($625-$1500) per month.
In exchange for that flat fee, we provide a proprietary financial planning experience.
We operate as your fiduciary on retainer for 4 months’ time.
For a better understanding of our proprietary financial planning experience, you can watch this video here, or review our financial planning deliverables here.
Financial planning clients are NOT required to engage our firm in a wealth management relationship.
However, if you choose to engage our firm in a wealth management relationship during the course of the financial planning engagement, any remaining financial planning installment payments will be halted and replaced with the asset management fee schedule found below.
For example - if at the end of month 3 of work a wealth management relationship is formed, the remaining installment balance of $675-$1500 (final months' installment) would be cancelled and instead replaced with an AUM fee.
All financial planning activities would continue into perpetuity under the new wealth management relationship.
For a better understanding of the wealth management experience you can review our wealth management deliverables here.
Continue down the page to see our wealth management fee table.
Assets from $0.00 - $999,999.99 are billed at an annual rate of 1.00%
Assets from $1,000,000-$1,999,999.99 are billed at an annual rate of 0.85%
Assets from $2,000,000 -$10,000,000 are billed at an annual rate of 0.75%
Assets above $10,000,000 are billed at an annual rate of 0.50%
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