For those who charge planning fees what do you charge? I'm looking at helping people at a company w a new 401k. They have a Roth option and can do 401k self-directed in a brokerage. What's reasonable?

like
Posting as :
works at
You are currently posting as works at

When I was at W&R fees ran from $750 for a basic plan to $3000 for a complicated plan.
Now I only do planning for invested clients and don't charge for it.

My minimum is $250 for a simple one time meeting. Have charged as much as $5000. I try to estimate the number of hours a plan will take and my hourly rate then round down so I don't have to keep track of hours like a blood sucking attorney.

Related Posts

What are some of your go to resources for investment ideas or advice?

like

Does anyone think there is long-term viability in Cryptos?

like

What's a social security card/number , is it something like pension ?

funnylike

Can someone explain the benefits package for Associate Directors at BCG. I hear health and 401k match is great, but any specifics will help. Also what is the average bonus and range low to high.

like

My work doesn’t require us to be licensed in a particular state (i am licensed in my home country) - International Arbitration. What are the obvious benefits of getting licensed in New York?

like

Fav intl ETFs?

like

What's with companies charging full fees for diminished benefits? I'm a bit annoyed about being charged in full for my Marriott card annual fee and Amazon Prime mebership

likehelpful

Is it possible to have zero tax with 13.5 lpa with the following tax benfits ?
80C 1.5 lpa , 80 CCD(2) NPS 50k ,
Home loan 2 lpa.

like

Rent and put money into the stock market VS Invest in NY property?

About to get about $10k from freelance. I have a full time job so my bills are already covered. Unsure how to split the $10k - got about $3k on credit cards to pay off, but no other debt. Should I throw the rest into savings? Buy some more stock (have a few $100 invested already)? Could do a bit of each of course but as I split it up it feels like less and less and like I'm not going to see substantial growth either way.

Why are the other cryptos not skyrocketing? Will Ethereum ever rise like Bitcoin has risen?

like

Is there an app where I can see all the list of credit cards and the balance I owe, where the app doesn’t force me to enter bank log in details like mint

funny

Hi! I currently work at a hospital as a per diem pharmacist and have been there for over 12 years. We haven’t had a raise in over 6 years. I am going to talk to my boss soon to ask for a raise. I was wondering what other pharmacists make in the Philadelphia area so I know how much I should ask for. Thank you!

helpful

Yeh CSB kya Bala hai... Koi saral tareeke se bata sakta hai kya like it's benefits and all...Impetus technologies inc

like

I get Waddle & Pollard, I give away Mattison and Davante Adams. Good or bad trade? I am 0-3.

like

Hi all! I’m new! I started the year off planning to save for a home for myself, then rates skyrocketed. So we’re holding off. Fast forward to the final quarter of the year and we were presented with the idea of a residential assisted living facility. The problem there is we’d still need to acquire property in order to run one. The only difference is the RAL would be a business and is already registered as such. Does anyone have any experience here?

like

Can your spouse be employed in Google and getting RSUs?

likehelpful

Anyone trade stocks on the side? Not at a day trading level, but not buy-and-hold either...more like aim to hold 5-10 stocks at a time for 1-2 months and earn a decent short-term profit (10-15%).

Hi 🐠. I have a sibling that recently emigrated to Toronto and trying to land into healthcare consulting. Her background: MD degree, PhD in public health and currently doing diploma in cybersecurity. All of her degrees are from Asia. She has mostly spent her career as an academic in Asia and has extensive research and publications in public health. Any suggestions on what types of opportunities exist for her in Toronto?

like

More Posts

Anyone looking for a Strategist? I just finished at Ad school and have 15 years creative marketing experience. Open to relocate anywhere.

like

Anyone joined cisco recently? Do they have virtual onboarding?

like

What is the hike for 1st bucket for BNY Mellon India?

like

I have 5 years in insurance sales experience, how can I break into tech industry through customer Success?

like

What are some of your go to resources for investment ideas or advice?

like

What is the minimum experience required for associate salesforce consultant?

like

Procedure to request for Deloitte USI Identity Card?
I have virtually joined on December,2021

PwC vs Nagarro. Nagarro offering 2 lacs more than pwc . Which one is good to join. Pwc AC PwC Nagarro

like

Hi all,
Can anyone please let me know, if data connectivity allowance will be paid default as a part of every month payslip or we have to claim it as a expense by showing proof every month?

Does anyone think there is long-term viability in Cryptos?

like

Would you rather work 4 10s or 6 7s?

like

Does anyone know of any consulting/advisory companies hiring?

funnylike

🐶 doesn’t understand why I should be working instead of paying attention to him.

Post Photo
like

What's a social security card/number , is it something like pension ?

funnylike

Mckinsey fish, how is implementation practice? How does it compare to general consulting? How is the growth trajectory? Got an opportunity to join as implementation consultant but I am worried it will be a step down (will be taking a paycut as well).

like

Anyone works in Dell’s tax or accounting department?

like

Starting a cold brew popup business. Thinking I want to print stickers to stick to my clear cups for branding since printed cups would be pricy. Thoughts on if it’s worth doing this? And any sticker vendor recs? TIA!

like

Hi Fishes,

I just want to know if
Wipro has its office in Gurgaon location?Wipro

like

Additional Posts in Financial Advisors

Anyone think that they've become more materialistic in this industry?

like

Does anyone think there is long-term viability in Cryptos?

like

Has anyone had success selling long term care insurance? How did you position the product? How did you convince the person to buy it? Which policy do you sell the most? Cheapest LTC carrier?

like

This is my first yr having access to an FSA through my wife’s benefits. Trying to decide on an amount to contribute and it’s tough. We may or may not get pregnant this year and that’s a huge. Cont..

like

How do you feel right now 1-10? Why?

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

like
like

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

likefunny

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

like

How to politely reject a job offer after going through interview process? I don't want to burn bridges but I got the position I wanted elsewhere. Thoughts?

like

How do you get comfortable eating alone at a restaurant?

like

Does anyone have ideas on how to navigate a smaller team environment when everyone’s roles seem to be stretched (hiring for additional people has been taking a while, not sure why). The stress causes some tension and that’s probably not great for the overall morale of the company long-term. I try to ignore and just stay focused on what I need to do yet sometimes proves challenging. I worry it might affect my professional/career growth. Thoughts on this would be helpful, thanks!

like

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

likehelpful

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

like

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

like

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

like

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

like

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

Resources on learning to practice mindfulness? I want to incorporate these methods to help me disconnect from work.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal