IVP charges an annual fee based on assets under management, as detailed in the fee schedule. For stand-alone financial planning or consulting services, the hourly rate is $300. They also charge hourly for rebalancing 529 plans. A minimum annual fee of $10,000 generally applies, potentially making services cost-prohibitive for clients with less than $1,000,000 in assets, though this may be waived at IVP's discretion.