PLANS & PRICING

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1.25% OR LESS
PORTFOLIO MANAGEMENT + FINANCIAL PLANNING

Account Value

Annual Advisory Fee

 

$0 - $500,000

1.25%

 

$500,001 - $1,000,000

1.00%

 

$1,000,001 and Above

0.90%

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FLAT FEE FINANCIAL PLANNING

Our flat fee financial planning pricing structure allows you to pay based on the financial advice you need, not how much money you have.

We don't have to manage your assets either. 

The cost for flat fee planning is based on the complexity of your situation. Generally, it's 1.5% of annual income.

Example: For a couple making $200,000 annually, they would pay $3,000 annually or $250 monthly.

CONTACT

Jeb@plentifulwealth.com

606.775.0246

1627 Greenup Ave Ste 217, Ashland, KY 41101

Do you need help making important financial decisions?
Contact me today and let me put you back on track.

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