Transparent Hourly and Flat-Fee Pricing
It always feels great to know you’re getting a great deal and pricing is easy to understand.
Our pricing commitment
to you
- No long-term commitment.
- No charge for preparation time.
- No charge for specific email questions with no analysis required (at Planner’s judgment).
- Charge to the quarter hour.
- We do not sell ANY products, but will recommend several options if you need a product.
- We do not have any affiliations with anyone else.
- We do not manage assets.
- We recommend a Check-In meeting every 12 months and a Life Change meeting if your plan should be adjusted due to a life change like a new job, new baby, etc.
- No obligation for further meetings.
Initial plan
$280/hour
Typically 2-4 hours spread over 2-3 virtual meetings
Ongoing check-ins
$240/hour
$240/hour Typically once per year for 1-1.5 hours
Online intake
$110 one-time fee
Typically reduces total meeting time for an initial plan by 30-60 minutes.
Premium Retirement service
$900/quarter in arrears
Typically, for retirees and pre-retirees.
Concierge service
$360/6 month period in arrears
Typically, for people who want extra help with trickier financial tasks.
Accountability service
$325/semi-annually in arrears
Typically for clients who need extra help staying on plan for spending, saving and debt management.
Corporate pricing
Small business initial plan
$380/hour
For all meetings initial or ongoing.
Institutional/501(c)(3) hourly planning
$380/hour
Check-in meetings are quarterly or semi-annually.
Corporate wellbeing bundles of hours
$3600
For a bundle of 10 hours including reporting .
Frequently asked questions
Pricing should always be easy to understand and transparent and that’s what it is with Fearless Finance.
Can I negotiate prices at Fearless Finance?
No, our prices are listed and set and they are not subject to negotiation, which makes it easy to understand and plan.
When do you raise or change prices?
Typically, we raise our prices for inflation reasons every two years. Otherwise, you should not see a change in our prices. When we raise prices, we always alert our clients 60 days in advance.
Are there ANY other fees?
Nope. No fees are charged for hourly financial planning (personal or corporate) outside of meeting time. A planner can indicate that additional analysis should be done outside of meeting time and will give you an estimate of the amount of time for your approval. This is rare.
We'll get in touch
with you!
Simply fill out some basic information and one of our advisors will reach out to schedule a consultation.