VALIC Financial Advisors provides personal financial planning and consulting services to individuals, including retirement plan participants. VALIC Financial Advisors offers its services through financial professionals located throughout the United States. The services include customized financial plans and consulting covering net worth and cash flow management, risk management, education savings, investment planning, retirement planning, tax considerations, estate planning, philanthropic planning, and business financial planning. VALIC Financial Advisors operates as a registered investment advisor and a registered broker-dealer, and is a subsidiary of Corebridge Financial.
Fee Structure
VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.
- One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
- Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
- Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
