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Initial Financial Planning Cost

Minimum $15,000

Depends on the complexity of your situation and the amount of time it takes us to complete your plan. 

Renewal Financial Planning Cost

Minimum $12,000 Per Year

The renewal fee may be offset or waived based on the Asset Management Fees paid to Backbone Planning Partners.

Advisor Asset Management Costs

Under $500,000                                                                                               1.50%
$500,000 - $1M                                                                                                1.35%
$1M - $3M                                                                                                         1.20%
$3M - $10M                                                                                                       1.00%
$10M+                                                                                                                 0.80%

Additional fees such as platform and internal fees will apply.