A Small Investment, LLC (ASI) is a fee-only financial planning firm. ASI offers financial planning to help clients evaluate their current and future financial state. ASI also provides retirement consulting and educational seminars. ASI may recommend third-party professionals, but does not receive compensation from them.
Fee Structure
For ongoing financial planning, A Small Investment charges an initial fee up to $3,000 for individuals and families and up to $10,000 for business owners to create a financial plan. There is also a recurring monthly fee ranging from $150 to $250 for individuals and families and up to $833.33 for business owners. The fee depends on the client's needs and the complexity of their situation.
For project-based financial planning, A Small Investment charges a fixed fee between $1,800 and $3,000 for individuals and families and up to $10,000 for business owners, or an hourly rate of $250. The fee depends on the client's needs and the complexity of their situation.
