Brian Becker

Chapters to Wealth charges a recurring fixed fee for ongoing financial planning, ranging from $150 to $833.33 per month or $450 to $2,500 per quarter. The exact fee depends on your specific needs, the complexity of your situation, the estimated time required, and necessary research. This service involves working one-on-one with a financial planner over an extended period to develop, implement, and continuously monitor your financial plan.

• Hourly financial planning — $325 per hour for as-needed, pay-as-you-go advice on specific financial topics
• Project-based financial planning — $650 to $10,000 as a one-time fixed fee depending on the estimated hours (ranging from 2 to 16 hours at an hourly rate of $325), designed to address specific financial questions or issues