Financial Planning HQ, based in San Antonio, TX, offers financial planning services to help clients manage their financial resources. They analyze clients' financial situations, including investments, insurance, and debt, to create comprehensive financial plans. For investment management, Financial Planning HQ refers clients to third-party money managers like Brinker Capital Investments. They meet with clients regularly to update plans and address life changes. Financial Planning HQ also offers stand-alone wealth management services for legacy clients through Brinker.
Fee Structure
Financial Planning HQ does not directly manage investments. Instead, they refer clients to third-party money managers. If you contract with Financial Planning HQ for both financial planning and wealth management, you will pay a $6,500 financial planning fee, plus an additional fee that does not exceed 1% of the value of your account managed by Brinker. If you are a legacy client, you will pay Brinker a fee not to exceed 1.25% of the value of your account.