Modern Dollar Planning charges a one-time financial plan fee between $1,500 and $5,000, due upfront. Ongoing wealth management fees are a quarterly fixed fee ranging from $1,000 to $10,000, determined by the complexity of the client's financial situation, stage of life, income, net worth, and level of assets managed. Fees are negotiable at the Advisor's discretion. There is a minimum Financial Plan creation fee of $1,500 and a minimum quarterly fixed fee of $1,000.