Broker Check

1. Understanding the Client’s Personal and Financial Circumstances.

2. Identifying and Selecting Goals

3. Analyzing the Client’s Current Course of Action and Potential Alternative Courses of Action

4. Developing the Financial Planning Recommendation(s)

5. Presenting the Financial Planning Recommendation(s)

6. Implementing the Financial Planning Recommendation(s)

7. Monitoring Progress and Updating

Our Fee Structure

Financial Planning
Only


$3,500


  • All plans come with a year of updates and work and after the first year any updates are $500.


Also Includes Trust, Will, POA, Advanced Health Care Directive, and Financial Power of Attorney. (Provided by Wealth.com)

Planning and Asset Management


$1,500

plus 1.5% asset based fee

  • All plans come with a year of updates and work and after the first year any updates are $500.


Also Includes Trust, Will, POA, Advanced Health Care Directive, and Financial Power of Attorney. (Provided by Wealth.com)

Account Management
Only


1.75%

MAA Advisory only

  • Discounts for larger accounts

For a full description of Consulting Agreement Program services and associated fees, please refer to the Cetera Investment Advisers LLC Form ADV Part 2A and client advisory agreement for additional platform, strategist or any related fees that may apply.