Fee Structure for Our Certified Financial Planning

financial planning fees

Transparency is at the core of our approach. Our aim is to ensure that our clients understand our fee structure and are placed within a framework that suits their needs. Here are the three ways in which we approach our fees:

  1. Assets Under Management (AUM): We base our fees on the total amount of assets we manage for you, in line with our detailed fee schedule. Set at a flat rate based on your invested amount, we reassess these fees annually or any time a significant deposit or withdrawal shifts your balance above or below a specific threshold.

  2. Hourly: For projects billed hourly, we offer a preliminary time and cost estimate before initiating any work. You receive a detailed summary of time spent and activities performed with each invoice, keeping you informed every step of the way.

  3. By Project: If you request specific Financial Planning Services, we require a signed Financial Planning Agreement. For a comprehensive list of our services, please click here.

Why Credentials Matter in Financial Planning

While the fee structure is crucial, it isn’t the sole aspect of choosing a financial planner. Credentials symbolize an advisor’s expertise and ethics. All iWealth planners are certified and trained to provide a custom-tailored plan that aligns with your goals as you plan out your financial future.

Ready to get started? Simply contact us at iWealth. Our team is eager to guide you toward your financial goals.