Fees & Services

 
 

Financial planning services starting at $300/hour.

Our Fiduciary Statement »

 

Engagement Fee Structure

Option 1: Hourly rate of $300 + GST*

Option 2: Flat fee of $5,000 (+GST) for the initial plan set-up and first year of monitoring with up to four meetings per year, and $3,000 (+ GST) in each subsequent year.