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

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Financial Planning

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