For financial planning and investment advisory, the annual fee is based on assets under management. For example, the fee is 1.00% on the first $2,500,000. If tax services are included, the fee is 1.15% on the first $2,500,000. There is a minimum monthly fee of $175 ($2,100 per year). Standalone financial planning services range from $1,500 to $100,000 annually, billed quarterly. Test Drive Educational Sessions are offered for a flat fee, ranging from $295 to $495. Hourly fees range from $100 to $300.