Pricing for Financial Planning
Transparent Pricing for Financial Services
At Prudent Wealth, we prioritize transparency and value in our pricing, offering a clear and comprehensive approach to financial planning and investment management services tailored specifically for engineers and analytical professionals. Our competitive fee structure ensures that you understand all costs upfront, empowering you to make informed decisions about your financial future without any hidden fees. We are committed to providing exceptional value through our meticulous and data-driven approach, reflecting the precision and rigor that engineers and analytical individuals expect from a trusted financial partner. Our goal is to build a lasting relationship based on trust, clarity, and exceptional service.
Financial Planning Pricing Matrix
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Tier One
$750 Upfront$250 Monthly
This plan is best for:
● In your career 10+ years● < $750,000 in investable assets● $100,000+ household gross income● 0 - 19 Points from grid above
Tier Two
$1,250 Upfront$400 Monthly
This plan is best for:
● In your career 20+ years● $750.000+ in investable assets● $150,000+ household gross income● 20 - 29 Points from grid above
Tier Three
$1,750 Upfront$550 Monthly
This plan is best for:
● In your career 25+ years● $1,500,000+ in investable assets● $250,000+ household gross income● 30-39 Points from grid above
Tier Four
Bespoke Plan
This plan is best for:
● Any length in career● $5,000,000+ in investable assets● $500,000+ household gross income● 40+ points from grid above
Tier One
$750 Up Front$3,000 Annually
This plan is best for:
● In your career 10+ years● < $750,000 in investable assets● $100,000+ household gross income● 0 - 19 Points from grid above
Tier Two
$1,250 Up Front$4,800 Annually
This plan is best for:
● In your career 20+ years● $750.000+ in investable assets● $150,000+ household gross income● 20 - 29 Points from grid above
Tier Three
$1,750 Up Front$6,600 Annually
This plan is best for:
● In your career 25+ years● $1,500,000+ in investable assets● $250,000+ household gross income● 30-39 Points from grid above
Tier Four
Bespoke Plan
This plan is best for:
● Any length in career● $5,000,000+ in investable assets● $500,000+ household gross income● 40+ points from grid above
Pricing for Asset Managment
Asset Management is an Add-on Solution, not a stand-alone product.