Sage Financial Fee Schedule - August 2023
Sage Financial provides financial planning services and investment advice to individuals and charges for these services in one of three ways: as an ongoing service under a subscription fee model in order to keep clients’ financial plans up to date (recommended), as a one-time fixed fee for a single comprehensive plan, or as-needed on an hourly fee basis. Typical fee ranges are as follows: a fixed hourly rate of $200-$650/hour billed per quarter hour, $1,500-$6,000 for a one-time comprehensive financial plan, or, $1,350-$5,400 for an initial comprehensive financial plan as well as a $150-$300 monthly retainer fee for ongoing planning services. Client fees are negotiable on a limited basis; Sage Financial Planning, LLC retains the discretion to negotiate alternative fees on a client-by-client basis based on the expected complexity of the client situation and estimated time required to complete the project scope and/or plan. Income level, net worth, dependent status, pr...