Fees and Common Projects
Our primary mission at Rauschenberger Financial Advisors is to help our clients achieve financial confidence, clarity and success by providing affordable and objective advice on an hourly or project basis.
Every planning relationship begins with a complimentary initial meeting to discuss your needs and the range of the potential engagement. Based up on that discussion, we will provide you with a firm fee quote/range that is based upon the scope and complexity of your specific planning needs.
Some common engagements and typical fee ranges include:
- Investment Portfolio Review: Typically $1,200 – $1,800
- Client Defined Project: Typically $1,200 – $2,800
- Quick Start Plan for New Couples and Twenty-Something’s: Typically $1,200 – $1,800
- Annual Financial Coaching: Typically $600 – $1,000
- Assets Under Advisement and Financial Guidance: Typically $1,200 – $2,400 per year
- Holistic Financial Plan: Typically $2,500 – $6,500
- Small Business Planning: Typically $1,200 – $6,500
- Hourly Planning: $175-$200 per hour
Complimentary Initial Meeting
Call or email us today for a complimentary initial meeting to discuss your financial goals and to answer your questions.