Access Planning Partners (APP) is a fee-only financial planning firm. APP provides comprehensive financial planning covering retirement, investments, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. APP also offers ongoing financial planning and investment advisory services through third-party managers. APP does not accept commissions or referral fees.
Fee Structure
APP offers investment advisory services through third-party money managers. The monthly fee for these services ranges from $50 to $1,000, depending on the average value of your assets. This fee is negotiable. Clients with assets less than $250,000 may be offered portfolio design via Betterment for Advisors, in which case platform fees (not to exceed 0.2% of balance in those accounts) are paid by the client's account.