Fees

Ongoing comprehensive financial planning for families in mid to late careers.

Client receives a minimum of 9 planning hours a year

5 - 7 meeting in year one

2 - 4 yearly meetings thereafter

Please see ADV Part 2 for details.

Ongoing comprehensive financial planning for families about 13 years or less into their careers.

Client receives a minimum of 5 planning hours a year

4 - 6 meeting in year one

2 yearly meeting thereafter

Please see ADV Part 2 for details.

Ongoing comprehensive financial planning clients who wish to have assets managed by Avea Financial Planning may do so for a separate and additional fee of .50%.

For amounts over $1,000,000 there is no additional managed asset fee.

The maximum combined fee including ongoing comprehensive financial planning and asset management is  $7,500. 

Please see ADV Part 2 for details.

You have a couple of pressing financial needs that you wish to address.  This service is a one-time, in-person or virtual, working meeting for up to two hours where we address your most pressing concerns.

120 minute meeting

In person or virtual

 Client receives an email summary of recommendations and notes.

Please see ADV Part 2 for details.

Your student is planning to go to college.  You want to know how much college will cost and how will you pay for it, what your family is expected to pay, will you qualify for financial aid and how to minimize loans.

90 minute meeting

In person or virtual

 Client receives an email summary of recommendations and notes.

Please see ADV Part 2 for details.

 This service is a one-time, in-person or virtual, working meeting for up to two hours where we will discuss and analyze possible Social Security claiming options.

120 minute meeting

In person or virtual

 Client receives an email summary of recommendations and notes.

Please see ADV Part 2 for details.