Fees
Ongoing Financial Planning covers each of the following topics addressed during the onboarding year:
- Cash Flow Optimization, including a student loan analysis with a CERTIFIED Student Loan Professional™.
- Savings strategy, including opening and funding retirement plans for self-employed relief vets (SEP, SIMPLE, Solo 401k)
- Complete Tax Planning Review including income tax and estimated payments projections
- Proactive Estate Planning
- College Planning Analysis
- Insurance Review (personal & business)
- Investment Strategy & Portfolio Analysis
- Goals Visualization
Following the onboarding year, our ongoing planning relationship will consist of a minimum of 3 meetings to address timely areas of concern and proactively plan ahead.
With our open door policy, you can feel comfortable reaching out with any questions you have about your money. We’re here to help!
VetWorth works with clients on a fixed-fee basis, providing straightforward and transparent fees that are paid monthly or quarterly. Fees shown below are based on typical client situations. Additional complexities as described below may result in higher fees.
Net Worth < $1,000,000
Individuals: $750 upfront with ongoing fees ranging from $3,300-$3,900 per year ($275-$325 per month)
Couples: $950 upfront with ongoing fees ranging from $3,900-$4,500 per year ($325-$375 per month)
Net Worth > $1,000,000
Individuals: $950 upfront with ongoing fees ranging from $4,500-$5,700 per year ($375-$475 per month)
Couples: $950 upfront with ongoing fees ranging from $5,700- $6,900 per year ($475-$575 per month)
*Additional complexities including but not limited to multiple business interests/ownership, rental properties, multiple real estate holdings, significant taxable holdings may result in a higher annual fee. Fees will always be agreed upon before entering into a relationship with VetWorth
**In most cases, a 3% cost of living adjustment will be applied every 12 months