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Fees

The initial consultation is complimentary and allows us the opportunity to get to know each other and determine which level of service is appropriate for your needs. Financial planning is a very personal process and the initial consultation is our opportunity to determine if our personalities are conducive to building a healthy working relationship. 

One-time personalized financial plans are tailored to the level of services required to meet your needs and priced based on the total number of hours required to complete the plan. Following the initial consultation, we will provide an estimate of the time required and expected fee based on our hourly rate of $275. Expect a minimum of 10-12 hours with fees ranging from $2,750-$6,000.

Ongoing planning services are offered on an annual basis, starting at $2,600 per year. A 2-year commitment is recommended. Your total fee depends upon the complexity of your particular financial situation. Optional investment management services are available for an additional fee. We charge a management fee of 0.25% of the balance in the account, deducted quarterly.  For example, the management fee on an investment account of $100,000 is $250 per year, with $62.50 deducted quarterly from the account. Investment management services are only available as an add-on service for clients with our ongoing Planning Services. We work with accounts of all sizes. Accounts are held with a 3rd-party custodian.

Hourly consultations and financial coaching sessions are also available for $275/hour.

Visit our services page to learn more.

Regardless of the package you choose, Pathway Financial Services provides financial planning and investment services tailored to fit your needs. We believe that transparency in fees is critical and are passionate about providing our services on a fee-only basis. This means that only clients pay our fees and you'll always receive an invoice detailing exactly what you have paid. We do not receive any compensation from investment product sponsors or any third parties. We are also committed to the fiduciary standard, always putting our clients' best interests first. Learn more about fee-only planners and the fiduciary standard here.

Ready to get started? Schedule your complimentary initial consultation now!