Comprehensive Financial Planning includes a one-time engagement fee ($1,000 to $20,000) based on complexity, and an ongoing recurring fixed fee ranging from $2,000 to $30,000 annually, billed monthly or quarterly, for accounts under $500,000. For accounts $500,000 and above, fees are based on AUM (percentage of assets under management). Fees are negotiable and may vary. The annual fixed fee increases by 3% each year. Clients may incur additional fees from custodians and fund companies.