Choose Your Plan

$1,250 qtr
starting at 

Ongoing Wealth Advisory

Financial Planning & Investment Management

  • Ongoing relationships have a minimum quarterly fee of $1,250 and include managed investment accounts up to $500K

  • Custom portfolios tailored to you​

  • Monitor, review, and rebalance investments 

  • Comprehensive financial planning

  • Pro-active recommendations as markets, laws, and strategies change 

  • Goal prioritization and implementation

  • Meetings offered both virtually and in-person

  • Fee schedule for managed investments over $500K can be found in the table below

$2,500
starting at

One-time Plan

Develop an actionable plan

  • One-time plans and projects starting at $2,500

  • Develop a plan to make your money work towards your goals in meaningful ways

  • Work with a professional to evaluate financial progress, planning opportunities, and potential blind spots 

  • A series of two to three virtual meetings

  • Complimentary investment review

  • Pricing is based on complexity.  An estimate of hours to complete the plan will be provided in advance and is firm (unless extraordinary circumstances).  

Ongoing Wealth Advisory - Fee Table 

Kelly fee table.png

Account size is based on investment accounts managed.  This does not include accounts such as current employer sponsored retirement plans, 529 plans, cash accounts, the value of real estate, businesses, or charitable funds.   

 

Need more details? Contact us

We are here to assist. Contact us by phone, email or schedule a call on our calendar.

PRO-BONO PLANNING

If you are currently experiencing financial hardship you are not alone.  GuidePoint offers pro-bono (no cost) financial planning to families who want to start down the path of making positive financial changes. Please click here if you are interested in learning more about how we may be able to work together.