Pricing for Financial Planning Services Only

 

Financial Plan Creation Fee

$500 per financial plan

*This fee is waived for financial planning clients that invest at least $250,000 with Noble Wealth Partners within one month of the financial plan delivery.

 

Ongoing Monthly Retainer  for Financial Planning

Starting Out/Not Married | $1,200/year (billed monthly at $100)

Settling Down/Married | $1,800/year (billed monthly at $150)

Entering Midlife/Planning for Retirement and College | $2,500/year (billed monthly at $208.33)

Enjoying Retirement | Based on Complexity

Additional services and complex projects offered at $200/hour

This only applies to those clients that are paying for financial planning on retainer and those clients where Noble Wealth Partners does not directly supervise their assets (e.g. 100% of assets in a 401k plan).