Samuel Lewis

SJL Financial charges an ongoing comprehensive financial planning fee that consists of an upfront charge plus regular quarterly payments:

• Upfront charge — $2,500 for individual clients or $3,500 for couples and partners, paid upon onboarding for data gathering and initial plan creation
• Ongoing fee — $500 paid quarterly (equal to $2,000 per year)

This service includes ongoing monitoring of your financial plan, regular check-ins via phone and email, and a full annual review to update and ensure the plan remains accurate and appropriate for your goals.

• Project-based financial plan — $2,500 to $3,500 fixed fee, depending on the complexity of your situation and specific needs, covering selected financial planning topics
• Hourly consulting — $250 per hour for specific financial planning questions or engagements