Alta Via Financial Planning provides personalized financial planning and consulting services for individuals and families. The firm operates on an hourly and annual retainer basis, focusing on areas such as retirement planning, tax strategies, cash flow and debt management, estate planning coordination, employee benefits optimization, and risk management. Alta Via Financial Planning does not manage investment portfolios directly or exercise trading authority over client accounts, instead offering advice and recommendations as part of its financial planning engagements. The firm serves individuals and high-net-worth individuals without requiring a minimum account size.
Fee Structure
Alta Via Financial Planning charges an annual flat fee for ongoing comprehensive financial planning, starting at $6,000 for individuals and $8,000 for couples. Fees are paid quarterly in arrears. This service includes bi-annual review meetings, investment rebalancing recommendations, cash flow and budgeting support, annual tax reviews, estate planning coordination, insurance reviews, and year-round access to the advisor.
- Project-based financial planning — Offered at an hourly rate of $450, with total project fees depending on the estimated time and complexity required
- Educational seminars and speaking engagements — $0 to $2,500 per seminar or $0 to $100 per participant, based on preparation time, research, and attendance