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Cost of Value
Delivered

Financial Planning Fee


Plan

Cost

Description

Bronze$750Typically appropriate for young professionals, or those accumulating wealth.
Silver$1,250Typically appropriate for pre-retirees and retirees who require more in-depth planning due to evolving goals and changing life events.
Gold$2,000Typically appropriate for high net worth clients and/or business owners with advanced planning needs requiring a higher degree of complexity.

We start with a customized Financial Plan to serve as the road map and guide our decisions along the way towards financial freedom and confidence.

This one-time fee includes defining goals, gathering data, analyzing data, developing plan, presenting plan and implementing the plan. The plan is a “living document”, continually updated as life changes and leading us to the appropriate solutions and illustrating your progress every step of the way. We can work on an hourly planning fee basis as well if desired.

* Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.


Investment Advisory Fee


We are a fee-based financial advisory firm. This simply means that we charge an annual fee for our suites of services and comprehensive planning approach.

Our advisory fees are typically deducted quarterly from your accounts.

Money We Manage

Annual Fee

Up to $250,0001.20%
$250,000 - $1,000,0001.00%
$1,000,000 - $5,000,000.8%
Greater than $5,000,000Customized