Pricing

Balance Financial Planning, LLC is an independent, fee-only firm. We offer financial planning, investment management, and cash flow planning services.

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 Financial Planning

You may just have a couple of questions or you may need a more comprehensive plan. Prices range from $400 for a check-in meeting or $1,110 to $2,220 for a comprehensive plan. Prices depend on the scope and complexity of the plan. We provide a quote after an initial meeting. Below are common plan requests.

Common Plan Requests:

Comprehensive Financial Plan	Cash Flow Analysis
Retirement Savings Plan	College Savings Plan
Portfolio Review	Insurance Analysis
Real Estate Analysis	Spending Plan

 Investment Advisory Services

Ongoing investment management services include developing your investment plan, managing your accounts, ongoing check-ins, and rebalancing. Ongoing financial planning services included with a minimum account balance.

Assets under Management	Annual Fee
Up to $600,0000	0.50%
On amounts over $600,000	0.30%