Strategic Financial

Strategic Financial offers fixed pricing for financial planning services, with initial fees and recurring annual fees based on your net worth and the complexity of your financial situation. The fees vary depending on whether you are a business owner, pre-retiree/retiree, or a growing family, and also depend on the number of meetings you request per year. For example, initial fees for business owners range from $7,725 to $14,550, while annual fees range from $3,476.25 to $9,457.50 depending on the number of meetings. For pre-retirees/retirees, initial fees range from $2,975 to $8,750, and annual fees range from $1,300 to $6,562.50. For growing families, initial fees range from $4,500 to $11,625, and annual fees range from $1,500 to $6,975. The advisor may negotiate the initial fee based on the complexity of the situation. Strategic Financial also has the ability to render advisor and planning services for an hourly charge which can range from $300 - $500 per hour.