Choose Your Own Path Financial Planning
Get Advice & Guidance How Can We Help You Reach Your Goals?
Here's a hard truth that most financial institutions won't tell you: Most people are paying for financial services they don't need. If you're just saving for a big purchase or setting up a retirement account, why pay for comprehensive wealth management? We offer flexible, pay-by-the-hour financial planning services that give you the benefit of our financial planners' expertise with the flexibility to manage your own assets going forward.
Our Process Getting Started with Financial Planning
What Sets Us Apart The Leonard Rickey Difference
Financial planning services are offered by banks, credit card companies, stock brokers, and even insurance agents, but the most important part of any plan is the shared goals you create with your financial planner. We make sure that the shared goals result in recommendations that are in your best interest, not ours. We want you to walk away with a plan for success, not just a product.
How Much Does it Cost? Financial Planning Fees
LRIA typically charges a fixed fee and/or hourly fee for financial planning services. These fees are negotiable, but generally range from $250 to $2,000 on a fixed fee basis or from $50 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services. If the client engages LRIA for additional investment advisory services, LRIA may offset all or a portion of its fees for those services based upon the amount paid for the financial planning and/or consulting services.
|Administrative||$50 / Hour|
|Para Planner||$250 / Hour|
|Junior Advisor||$250 / Hour|
|Senior Advisor||$300 / Hour|
All accounts require a $500 down payment.