Best Options Financial Planning offers wealth management services that combine investment management and financial planning. Best Options Financial Planning builds personalized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts, while also accommodating client restrictions and limited exposure to digital assets through funds. Alongside investment management, Best Options Financial Planning provides comprehensive financial planning covering retirement, taxes, estate planning, risk management, and business consulting. Clients can choose ongoing financial planning or project-based engagements. Best Options Financial Planning operates as a fee-only registered investment advisor, meaning they are compensated solely by client fees and do not accept commissions or third-party product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $900K | 1.00% |
| $900K+ | 0.90% |
Fees are negotiable. Household accounts may be aggregated. First tier extended down to $0 from the stated $150,000 minimum account size.