Flow Financial Planning provides comprehensive wealth management services for a flat annual fee. They work with clients to review their financial goals, net worth, cash flow, insurance, employee benefits, retirement planning, and investments. Flow then analyzes the client's current and future financial state and provides recommendations. They also offer one-time financial plans and webinars.
Assets Under Management$94M
Clients66
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$10,970
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Current clients are grandfathered into the previous fee schedule unless a move to the current fee schedule is mutually agreed upon via written agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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