fluid financial planning, LLC

This service is for clients that would like a plan for certain financial goals (i.e. College Savings, Retirement Savings, etc.), but do not want planning on an ongoing basis. The fee for this service will range between $500.00 and $750.00 depending on complexity of the planning requested.

This service is for clients that want comprehensive financial planning and ongoing service of the financial plan. Comprehensive financial planning looks at every aspect that affects your financial life including, but not limited to - budgeting, investments (401k, IRA, etc.), life insurance, disability insurance, property and casualty insurance, tax strategies, college savings, and debt repayment strategies. For this service, there is an upfront fee of between $750.00 and $1,250.00 and an ongoing monthly fee between $50.00 and $100.00 depending on complexity of the plan.

For clients that would like Fluid Financial Planning, LLC to manage their investments, the investment advisory fees are as follows:

$0 - $500,000 - 0.90%

$500,001 - $1,000,000 - 0.80%

$1,000,001 and Above - 0.70%