The fee structure at Steven Young Financial Planning is designed to eliminate conflicts of interest between our clients and ourselves.

Our Fee Structure

For financial planning clients, a flat fee based on the complexity of client situations and the time involved. Many planning projects fall within a range of $1,200 to $2,000. Your project may be higher or lower depending upon your specific situation. All prospective clients will receive an exact fee for service at the end of our initial meeting, allowing you to make an informed decision.

Investment Management fees are billed as percentage of assets under management on a quarterly basis. Effective January 2011, our rates are:

Assets Under Management
On the first $1,000,000
On the next $1,000,000
On the next $2,000,000
On amounts over $5,000,000
Annual Fee

Minimum annual fee $1,000

In addition to the above fees, there is a one-time fee of $500 for setting up the asset management program. This fee is waived for financial planning clients.

Hourly Consultations are based on an an hourly rate of $125 per hour. A flat fee for service will be offered at the end of our initial meeting.

There are never any additional fees charged by our firm. You know in advance, how much our services cost and exactly what services you will receive.