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Financial Advisors Costs & Prices - ProMatcher Cost Report

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Financial Advisors Costs & Prices


We have collected data nationwide to help calculate the average cost of financial advisors in the US. The following are average costs and prices reported back to us:

Cost of Financial Planning

$134.75 fee only - hourly rate (Range: $117.50 - $152.00)
11.91% of investment purchased (Range: 10.64% - 13.18%)
1.19% of assets under management (Range: 0.95% - 1.43%)
Free Estimates from Local Pros

Cost of Financial Advisors - Stocks & Bonds

$28.75 fee only (hourly rate) (Range: $22.50 - $35.00)
1.9% of investment purchased (Range: 1.34% - 2.46%)
1.25% of assets under management (Range: 0.98% - 1.51%)
Free Estimates from Local Pros

Cost of Financial Advisors - Asset Management

$175.50 hourly rate (Range: $121.00 - $230.00)
3.09% of investments purchased (Range: 1.22% - 4.96%)
3.01% of assets under management (Range: 1.66% - 4.35%)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs

$116.00 fee only (hourly rate) (Range: $103.33 - $128.67)
1.8% of investments purchased (Range: 1.24% - 2.35%)
1.39% of assets under management (Range: 0.90% - 1.88%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans

$10.50 fee only (hourly rate) (Range: $10.00 - $11.00)
1.9% of investment purchased (Range: 1.54% - 2.26%)
1.03% of assets under management (Range: 0.97% - 1.08%)
Free Estimates from Local Pros

Cost of Business 401K & SEP Plans

$162.50 hourly rate (fee only) (Range: $150.00 - $175.00)
1.27% of investments purchased (Range: 0.89% - 1.64%)
0.93% of assets under management (Range: 0.74% - 1.12%)
Free Estimates from Local Pros

Cost of 401k Plans

$143.75 fee only (hourly rate) (Range: $100.00 - $187.50)
2.34% of investments purchased (Range: 1.80% - 2.88%)
0.91% of assets under management (Range: 0.62% - 1.20%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance

$117.10 fee only (hourly rate) (Range: $87.00 - $147.20)
1.15% of assets under management (Range: 0.82% - 1.47%)
2.43% of investments purchased (Range: 1.37% - 3.48%)
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 Financial Planning & Investment Advice
 Financial Advisors - Stocks & Bonds
 Financial Advisors - Asset Management
 Retirement Planning & IRAs
 Education Planning & 529 Plans
 Business 401K & SEP Plans
 401k Plans
 401-k Rollover Assistance

Financial Advisors Cost Checklist

Financial Planning Cost Checklist
There are a number of ways that Financial Advisors and Planners charge for their services. Here are a few ways:

Commission and Fee Advisors - charge fees for up front planning but also charge commissions for each product or investment purchased (stocks, bonds, real estate, insurance, annuities, etc.). This is the most common way advisors charge for their services.

Commission Only Advisors - charge commissions for each investment purchases (stocks, bonds, real estate, insurance, annuities, etc.).

Fee-Only Advisors – charge a fixed rate for their services. One reason advisors like this approach is that they feel the approach provides more objectivity (they are not being paid by someone to sell a product or investment). Here are a few ways they charge:

1) a fee based on percentage of assets under management or your net worth;

2) by the hour;

3) fixed fee for a certain number of planning sessions, meetings, or calls.

Salaried Advisors - do not charge fees for their time, but get paid directly from their employer. They may also receive bonuses for bringing in new customers or when their customers purchase certain types of products. Working with a salaried advisor does not mean that all of the transactions will be free. There will still be fees involved, they just may not go to the advisor.

Find Costs & Prices in Your City


Financial Advisors Cost Data

75074, Plano, Texas - December 6, 2016

Financial Planning

2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Reported by:
Vern Bell, Texas Elite Advisory, LLC
See the Plano Financial Advisors Cost Report
75074, Plano, Texas - December 6, 2016

Financial Advisors - Stocks & Bonds

2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Reported by:
Vern Bell, Texas Elite Advisory, LLC
See the Plano Financial Advisors Cost Report
03053, Londonderry, New Hampshire - January 31, 2017

Financial Advisors - Asset Management

1.00 to 15.00 percent of investments purchased
1.00 to 20.00 percent of assets under management
$150.00 to $300.00 hourly rate
My Rates are the same for All Industries, $1,500 per day Domestic + Travel

Reported by:
Steven Bonacorsi, International Standard for Lean Six Sigma
See the Londonderry Financial Advisors Cost Report
75074, Plano, Texas - December 6, 2016

Retirement Planning & IRAs

1.25 to 2.00 percent of assets under management
$150.00 to $200.00 fee only (hourly rate)
See ADV Part 2 Brochure - Section 5: http://texaseliteadvisory.com/assets/adv_part2_tea.pdf

Reported by:
Vern Bell, Texas Elite Advisory, LLC
See the Plano Financial Advisors Cost Report
02184, Braintree, Massachusetts - November 22, 2016

Education Planning & 529 Plans

1.00 percent of investment purchased
The financial planning and investment advice is free as part of our consultation to our clients.

Reported by:
Nick Briguglio, Mutual of Omaha
See the Braintree Financial Advisors Cost Report
02184, Braintree, Massachusetts - November 22, 2016

Business 401K & SEP Plans

1.00 percent of assets under management
The financial planning and investment advice is free as part of our consultation to our clients.

Reported by:
Nick Briguglio, Mutual of Omaha
See the Braintree Financial Advisors Cost Report
82052, Buford, Wyoming - January 19, 2017

401k Plans

0.25 to 0.75 percent of assets under management
Are 401k plans are designed to give maximum benefit to the business and individuals while maintaining a low cost.

Reported by:
Jordan Peterson, Edward Jones
See the Buford Financial Advisors Cost Report
82052, Buford, Wyoming - January 19, 2017

401-k Rollover Assistance

1.00 to 5.75 percent of investments purchased
1.00 to 1.35 percent of assets under management
We tailor each solutions to the individual or businesses specific needs. The investment decisions determine the cost. whether you choose to pay an annual cost or an up front cost. that is up to you and what you feel most comfortable with.

Reported by:
Jordan Peterson, Edward Jones
See the Buford Financial Advisors Cost Report
02184, Braintree, Massachusetts - November 22, 2016

Financial Planning

1.00 percent of assets under management
The financial planning and investment advice is free as part of our consultation to our clients.

Reported by:
Nick Briguglio, Mutual of Omaha
See the Braintree Financial Advisors Cost Report
02184, Braintree, Massachusetts - November 22, 2016

Financial Advisors - Stocks & Bonds

1.00 percent of assets under management
The financial planning and investment advice is free as part of our consultation to our clients.

Reported by:
Nick Briguglio, Mutual of Omaha
See the Braintree Financial Advisors Cost Report
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Disclaimer: Costs and prices shown on the ProMatcher site are intended to be used as general information, not as guaranteed estimates. To obtain cost information relevant to your project, request a quote or estimate from a local service provider.
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