The Planning Associates, Inc. offers financial planning and investment management services. They start with an initial consultation to understand your needs and goals. They can provide advice on an hourly, flat-fee, or assets-under-management basis. They focus on being a fee-only advisor, meaning they only get paid by their clients and not through commissions, aiming to avoid conflicts of interest.
Assets Under Management$32M
Clients53
Advisors1
Avg. per Client$610K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
There may be a $50.00 per quarter minimum fee assessed for ongoing investment management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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