Steven Fox

AdviceOnly charges an upfront fee ranging from $0 to $10,000 for onboarding and data gathering, plus a recurring annual fee ranging from $0 to $25,000 for ongoing guidance. The total fee depends on the complexity of your financial situation and is payable monthly, quarterly, or on an agreed schedule. Ongoing planning includes:

• Regular meetings throughout the year to monitor your progress
• Follow-up communication via phone or email
• Plan monitoring, updates, and assistance with executing action steps

• Project-based financial planning — a flat fixed fee ranging from $0 to $50,000 depending on the complexity of your situation and scope of services, covering specific topics and resulting in a detailed written or electronic plan.
• Hourly financial planning — charged at a rate ranging from $50 to $600 per hour for specific discussions and guidance, with meeting summary notes provided upon request.