Planning for Progress offers comprehensive financial planning, project-based planning, hourly financial planning advice, and investment management services primarily to middle-income and upper-middle-income individuals and families. The firm also provides retirement plan consulting for employers and educational workshops. Founded in 2016 and managed by Ethan Miller, the firm focuses on values-aligned financial planning, covering areas such as cash flow management, employee benefits, insurance, tax strategies, retirement, estate planning, and education funding. Investment management services are offered directly or in conjunction with third-party automated platforms like Betterment Securities and Altruist. Planning for Progress operates as a fee-only advisory firm, meaning compensation comes solely from client fees without commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.65% |
All advisory fees are negotiable at the discretion of the firm principal.
