Troy Haefen

Von Haefen Financial Management charges an annual retainer fee for ongoing, comprehensive financial planning and tax preparation services.

• Initial year fees typically range from $5,000 to $50,000 depending on the complexity of your situation.
• Renewal year fees typically range from $2,200 to $50,000.

For this fee, clients receive regularly scheduled meetings, tax planning and preparation, investment reviews, portfolio rebalancing recommendations, and unlimited phone, email, and face-to-face consultations.

• Financial Review — $1,250 to $3,500 depending on complexity, providing a meeting of up to two hours to review up to three selected financial topics, with the option to include tax preparation for the current tax year.