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Our Fees

Comprehensive Financial Planning Fee Structure

Comprehensive Planning With Investment Management

  • F5 Financial's Proprietary Financial Health Cycle
    • Family Vision Creation, Cash Flow Planning, Investment Management Execution, Future Wealth Projection, Career Strategy Review, Tax Minimization Analysis, Asset Protection Assessment, Legacy Planning
  • Quarterly personal one-to-one meetings with a financial advisor
  • Development and Implementation of Personalized Investment Strategy
    • Ongoing management
    • Tax efficient implementation
Download Fee Schedule

Comprehensive Planning Without Investment Management:

  • Same comprehensive suite of services With the exception of the execution of the asset management
  • F5 will monitor investment performance and make recommendations
Fee website 2

One Time Only Financial Plan:

  • One-time In-depth review of financial situation
  • One time fee of $5,000

Hourly Financial Planning Support:

  • Some families desire support for a specific need or a project. For these families, we charge $600 per hour of our time supporting the project.

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Our Services

Retirement Planning

A disciplined and holistic approach to retirement planning that delivers on the promise of your vision of the future

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Tax
Planning

Tax planning expertise that mitigates risk across your entire financial portfolio

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Investment Management

A factor-based approach to portfolio management that builds sustainable wealth & ensures financial security

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We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

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