

Financial planning fees are fixed and negotiable. The "Ask Me Anything" session is $550, paid in advance. The Comprehensive Review is $5,500, paid in installments. Hourly financial planning is $225 per hour, with a maximum upfront fee of $500. Ongoing Comprehensive Planning starts at $350/month, adjusted based on income and net worth. Investment advisory services are included with Ongoing Comprehensive Planning. Outside managers like Betterment and DFA charge separate fees (up to 0.15% and 0.29%, respectively). Retirement plan consulting fees are 0.35% of plan assets, with a $2,500 minimum annual fee.
Bismarck, ND
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Benjamin is a co-founder of Magni Publicani LLP, operating as Student Loan Tax Experts. This activity takes about a quarter of his time.
I’m Ben Martinek, founder of Bona Fide Finance, Latin for “in good faith”. I make the promise to prepare each client for their future according to the standards of good finance and good sense