Our Fees
SF Planning Group LLC is a registered investment advisory firm registered and regulated by the State of Texas Securities Board with the ability to serve qualified investment advisory clients in all 50 states.
SF Planning Group LLC receives no compensation from anyone other than our clients. We do not sell any products or engage in referrals that provide commissions or other compensation to SF Planning Group LLC.
Financial Planning Fees:
Initial planning fee is between $0-$1200 depending on complexity
Monthly Planning Fee is between $100-$250 depending on complexity
Asset Management Fees:
Financial Planning is included at no additional cost with 250k in assets under SF Planning Group LLC management.
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $2,000,000 | 0.75% |
| $2,000,000 & Above | 0.50% |
My goal is to provide you with value from financial planning that exceeds the fees paid. If at any time you no longer feel that the services are providing enough value, please contact me to cancel our advisory agreement. I will happily cancel any future services to clients that do not perceive value.
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