Planning Fees
Download a copy of our Service and Fee Matrix
With the Gold Medal Waters "Financial Planning Only" Option, we work with you to create your financial plan - you do the rest.
Initial Plan Fee - a "one-time" fee for the creation of the financial plan. It is based upon the degree of plan complexity. Minimum Fee is based upon 10 - 20 hours worth of meeting time and work.
Minimum Fee - $2,000 - $4,000+
Annual Retainer Option - an ongoing fee for the online maintenance of your plan and one annual review/update meeting. You will also have the option to increase your retainer for advisor assistance througout the year.
Minimum Ongong Annual Fee - $1,000+
