Lighthouse Financial Planning charges flat, pre-set, negotiated retainer fees for financial planning services, with a minimum of $9,500 for bundled and ongoing services. Initial bundled plans typically cost $5,000 to $7,500. Unbundled services have a minimum of $3,000, with financial check-ups costing $1,800 to $2,500. Hourly services range from $200 to $400 per hour. Investment management fees start at 1.2% of assets up to $500,000, plus 0.8% to 1.2% of assets from $500,001 to $2,000,000, plus .50% to .7% of assets over $2,000,000. The minimum annual investment management fee is $10,000. All fees are negotiable.