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, property ownership, equity compensation awards and other miscellaneous complexities such as business ownership and trust ownership are factors that will impact the applicable planning fee.








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