Our fee structure is simple. You only pay for advice. After an initial fee of $500 to get your financial plan started, ongoing advice and on call services are available for a flat monthly fee.
Client’s Net Worth | Monthly Fee |
Less than $1,000,000 | $275 per month |
$1,000,001 to $3,000,000 | $325 per month |
$3,000,001 to $5,000,000 | $375 per month |
$5,000,001 or more | $425 per month |
Tribble Financial Planning also offers one-time financial planning services ranging from stand-alone financial plans, to insurance policy reviews, to effective philanthropy consultations. The costs for short-term, project-based planning ranges from $250 to $2,500.
All fees are negotiable and may be adjusted for extenuating circumstances.
