| Wealth Plan 360 |
|---|
| Estate size greater than $10M | $5,000 - (negotiable) |
| Estate size $5M - $10M | $2,500 - $3,500 |
| Wealth Plan FOCUS |
|---|
| Hourly Rate | $300/hr |
Fees listed for financial planning services are based on a variety of factors and therefore subject to adjustment.
