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.

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