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Our Financial Planning Fees

We pride ourselves on being transparent in our strategies and honest in what we charge. Feel free to use the table below to help determine what may be the best level of service to meet your unique financial planning needs.

Services

One Time Plan

Silver

Gold

Platinum

Platinum Plus

Financial Goal Setting
Life Planning/ Values Based Planning
Networth & Cash Flow Planning
Income Tax PlanningBasicBasicBasicAdvancedAdvanced
Ongoing Tax Review and Planning



Education Funding Planning
Employee Benefit Planning
Stock Options PlanningBasicBasicBasicAdvancedAdvanced
Retirement Planning
Portfolio & Investment AnalysisBasicBasicBasicAdvancedAdvanced
Ongoing Investment Management


Retirement Income PlanningBasicBasicBasicAdvancedAdvanced
Insurance Needs Analysis
Estate Planning Review
Outside Investment Allocation Recommendation
Ongoing access to planner
Review meetings every 12 months
1233
Monthly News Letter
Bi‐Monthly Lifestyle Magazine

Lifetime Strategy Plan


Tax Preparation



Attorney Review ‐ Estate Plan



Identity Theft Subscription



Advisory Fees

$2,000

One Time Plan Fee + $250 a month

One Time Plan Fee + $250 a month + AUM Schedule

$5,000 Minimum Investment AUM Management Schedule

$7,500 Minimum Investment AUM Management Schedule


When it comes to planning and investments, finding services that suit can require some detailed conversation and understanding. This matrix should help you understand the various services provided by Stewart Advisory Services. Tax Preparation and Legal review are completed by a strategic partner to Stewart Advisory Services, Inc.


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