Cost for Financial Planning

Fees listed are for advisory accounts managed by Wealth Planning Group. Internal fees are separate from advisory fees listed below.

Please read the prospectus carefully before investing.

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.