CBIZ IAS's fees generally range from 0.10% to 2.0% annually, which includes fees payable to CBIZ IAS. Additional program fees are charged by third-party managers, strategists, Fidelity, Schwab, and Envestnet. Financial planning services range from $1,000 to $15,000, but custom fee arrangements are available for complex planning needs. Executive financial planning, paid by the employer, is also priced between $1,000 and $15,000 per executive, with custom arrangements possible.