Thoughtful Financial Planning provides financial planning and investment management services primarily to individuals. The firm offers ongoing financial consulting services (Thoughtful Journeys) and project-based planning (Thoughtful Hours or Thoughtful Steps). Investment advice is provided, but clients make the final investment decisions. Thoughtful Financial Planning is a fee-only firm and does not sell commissioned products.
Assets Under Management$4.8M
Clients24
Advisors1
Avg. per Client$200K
Avg. per Advisor$4.8M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
The monthly fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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