Pioneer Flex Fee Planning

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Working with clients over the years has taught me that all families don’t fit into the same bucket when it comes to fee arrangements. Each financial planning case is unique. Because of this I offer FOUR flexible fee arrangements for different levels of service.  

Pick the fee arrangement that is right for you

PLATINUM Pioneer Advisory Wealth Management  Fee included 

All clients who have assets managed by Pioneer Advisory can access comprehensive and ongoing financial planning services and the planning fee is included as part of their Investment Management relationship.

GOLD Pioneer Advisory financial plan consulting  $2500 + $1200 annual retainer after 1 year anniversary

This service is for the family who would like ongoing financial planning. Planning and collaboration is done using a cutting edge award winning online technology planning platform. The platform features real time account data aggregation, client portal, secure document storage, advanced goal setting and progress tracking, retirement stress testing, Social Security optimization, live summary and cash flows. 

SILVER Flat fee financial plan  $3000

This is for the family who would like a comprehensive financial plan on a one time basis. After the plan is completed you have me as a planning advisor for a period of time after the delivery of the plan.

BRONZE Hourly Financial Planning Rates upon request 

Do you have a quick financial planning question? Are you looking for a financial check up? Do you need a statement reviewed? An hourly project based fee arrangement might be the best fit for you.