Financial planning fees range from $150 to $7,500 per plan, depending on complexity. Consulting fees are based on the type of consulting offered (one-time, ongoing, hourly, or flat rate) and are negotiable. Annual asset-based fees range from 0.25% to 2.75% of assets managed. Management fees are exclusive of brokerage commissions, transaction fees, and other related costs. You may cancel your agreement within five days of execution and receive a full refund.