Steve Jefferys

Arch Financial Advisors offers ongoing comprehensive financial planning through an Open Retainer service, which costs between $2,500 and $20,000 for the initial year, and between $2,000 and $15,000 for renewal years, paid in quarterly installments. Fees are based on your total income, assets, and overall financial complexity.

For the initial year, you typically receive six to ten scheduled meetings covering topics such as:

• Budgeting and cash flow management
• Retirement planning and employee benefits analysis
• Tax planning and estate planning
• Investment strategy, asset allocation, and implementation
• Small business and education funding planning

For renewal years, meetings are less frequent (generally three to four per year) and focus on investment reviews, tax planning, asset rebalancing, and ongoing goal tracking. Unlimited phone and email consultations are included.

• Project Retainer — $1,500 to $8,000 depending on the scope of specific financial planning projects, or up to $200 per hour for targeted project requests.
• Financial Fitness Review — A flat fee of $850 for an in-person or telephone meeting followed by a written report reviewing your overall financial situation, focusing on up to three chosen topics.