For portfolio management, you'll pay an annual fee based on your portfolio size (see rates in table). Financial planning and consulting are also offered as stand-alone services. Financial consulting is billed hourly, ranging from $150 to $450 per hour. Financial plan creation ranges from $2,400 to $25,000, depending on complexity. Ongoing review and monitoring of a financial plan ranges from $150 to $5,000 per year. A technology service fee of $50 per year, per custodial account, is also assessed.