Typical Planning Costs
At my hourly rate of $280/hr:
Investment Planning
$840 – $1,120
Typically takes 3 to 4 hours.
Additional time may be needed if you have numerous investments in non-retirement accounts or annuities.
Comprehensive Financial Planning
Includes investment planning
Individual (8–10 hrs)
$2,240 – $2,800
Couple (10–12 hrs)
$2,800 – $3,360
If needed, allow approximately 2 additional hours ($560) per child to address college planning and life insurance needs.
These are typical costs. Actual hours and costs depend on your situation's complexity and the scope of the work.
