Fees & Services
As an independent Fee-Only CFP (r) where integrity and expertise intersect, 2020 Financial Planning LLC offers 2 levels of hourly financial planning and 1 level of wealth management.
Hourly Financial Planning: Retirement Roadmap
Do you want financial freedom? Let's get you there. For a client seeking a goals-based and comprehensive Retirement Roadmap incorporating all aspects of their life where money exerts an influence. The financial planning process follows the industry standard of starting with a no - fee Discovery Call.
No asset minimum. Fee: $2,000 minimum, billed at a $200 hourly rate.
Fee includes all steps of the engagement, including client meetings, analysis, and the 3 Financial Plan deliverables.
Modern Portfolio Theory and primarily passively managed funds, including DFA funds, are utilized after establishing an evidence-based investment policy for the client.
Since each client has discretion to cancel their wealth management relationship if they opt to self manage, the model optimizes portfolio efficiency and a client's peace of mind.
Fee: Percentage of managed assets, excluding all forms of non managed assets.
Hourly Financial Planning: Kick-Starter Roadmap
For a client with basic financial planning needs and who is ready to map their financial goals.
No asset minimum. Fee: $1,500 minimum, billed at a $200 hourly rate.
Separately, wealth management is offered for those seeking risk management and ongoing portfolio optimization.
In searching for a Fee Only Financial Planner to work with, knowing how they are compensated will ensure you make the decision more fully informed. Get in touch to further determine what the best model is for your goals and to discover what it's like to work with a Fee Only Financial Planner.