Fees

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3 Plan Structures To Meet Your Needs

Branning Basic Plan
$3,000 ($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 4-8 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
$5,000 ($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
$10,000 ($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.

Investment Management

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.

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