Outlive Financial Planning is a registered investment advisor founded in 2025 and based in San Diego, California. The firm offers comprehensive financial planning, investment portfolio management, project-based planning, self-directed assistance, and estate planning services. Outlive Financial Planning tailors its advice to individual client goals, risk tolerances, and time horizons. The firm primarily recommends investments in stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. Outlive Financial Planning operates on a fee-only basis, meaning compensation comes strictly from client fees without commissions or third-party product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are paid monthly in arrears based on average daily balance. Fees are negotiable.