Fees

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Branning Wealth Management offers services to new clients with investment assets of at least $500,000 (or total net worth of $1 million). Most often, Branning Wealth Management charges an asset-based fee that is billed in arrears quarterly. New clients with at least $1 million in assets managed are assessed an advisory fee of 1%.

Request our ADV Part 2 for specifics on fees.

3 Plan Structures To Meet Your Needs

Branning Basic Plan
$2,000 ($1,000 Up Front)

Branning Basic plans are conducted by a CFP® professional team member. This planning package excludes advisors with greater than 10 years of experience.

Retirement Planning
Investment Analysis
Cash Flow Planning
Estimated 2-6 weeks for plan delivery
Access to online professional planning software for up to 3 months once engagement begins
3 meetings, email support for up to 3 months with BWM CFP® professional team member (excludes advisors with greater than 10 years of experience)
Typical household income of $100,000 or greater

*An add-on fee of $500 will be assessed for client plans that require our team to input data into the planning software that otherwise is the client's responsibility.

Branning Standard Plan
$4,000 ($1,000 Up Front)

Branning Standard plans are conducted by a CFP® professional team member.

Retirement Planning
Cash Flow Planning
Insurance Planning
4-8 weeks for plan delivery
Access to online professional planning software for six months
Investment Analysis
Tax Planning
Estate Planning
Education Planning
4 meetings, email support for six months with a Branning CFP® professional team member
Typical household income of $200,000 or greater, and/or a net worth of $1 Million

*An add-on fee of $500 will be assessed for client plans that require our team to input data into the planning software that otherwise is the client's responsibility.

Branning Complex Plan
$7,000 ($1,000 Up Front)

Branning Complex planning is conducted by a multi-practitioner CFP® professional team.

Retirement Planning
Cash Flow Planning
Insurance Planning
Executive Compensation
Access to online professional planning software for one year
Investment Planning
Tax Planning
Estate Planning
Business Transition/Acquisition
Sudden Wealth - inheritance, private investing
Education Planning
Professional athlete
Meetings/Email support for one year with our Branning CFP® Professional team
Typical household income of $250,000 or greater, and/or a net worth of $2 Million

*An add-on fee of $500 will be assessed for client plans that require our team to input data into the planning software that otherwise is the client's responsibility.

Fees

3 Plan Structures To Meet Your Needs

Branning Basic Plan$2,000 ($1,000 Up Front)

Branning Standard Plan$4,000 ($1,000 Up Front)

Branning Complex Plan$7,000 ($1,000 Up Front)

Legal

Branning Basic Plan
$2,000 ($1,000 Up Front)

Branning Standard Plan
$4,000 ($1,000 Up Front)

Branning Complex Plan
$7,000 ($1,000 Up Front)