Financial Planning Large Purchase Planning
The Power of Financial Advice Helping You See All the Possibilities
When you're planning to make a big purchase—a car, a home, a new swimming pool—it's important to consider more than just the purchase itself. We look at taxes, your long-term goals, your budget, and even family dynamics to help you create a plan that really works for you and your family.
Resources & Links How to Plan for a Big Purchase
Large purchase planning is like making sure you look left and right before you cross the road. Use these links as you do your research.
Our Process Getting Started with Large Purchase Planning
Working with Us Transparent, Upfront Pricing
Unlike most financial advisors, we believe in complete and total transparency when it comes to pricing. We also believe that you should only have to pay for the services you need. That's why we work hourly—no hidden fees or unexpected costs here. Plus, we're able to offer special pricing for families and non-profits.
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|