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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

$125.45 fee only - hourly rate (Range: $104.10 - $146.80)
1.22% of assets under management (Range: 0.96% - 1.48%)
9.27% of investment purchased (Range: 8.20% - 10.33%)
Free Estimates from Local Pros

Cost of Financial Advisors - Stocks & Bonds

$28.75 fee only (hourly rate) (Range: $22.50 - $35.00)
1.25% of assets under management (Range: 0.99% - 1.51%)
1.89% of investment purchased (Range: 1.31% - 2.46%)
Free Estimates from Local Pros

Cost of Financial Advisors - Asset Management

$147.17 hourly rate (Range: $101.67 - $192.67)
2.9% of assets under management (Range: 1.61% - 4.18%)
12.41% of investments purchased (Range: 9.47% - 15.35%)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs

$116.00 fee only (hourly rate) (Range: $103.33 - $128.67)
1.37% of assets under management (Range: 0.92% - 1.82%)
1.67% of investments purchased (Range: 1.36% - 1.98%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans

$28.67 fee only (hourly rate) (Range: $28.33 - $29.00)
1.12% of assets under management (Range: 0.98% - 1.25%)
2.29% of investment purchased (Range: 1.81% - 2.76%)
Free Estimates from Local Pros

Cost of Business 401K & SEP Plans

$5.50 hourly rate (fee only) (Range: $5.00 - $6.00)
0.92% of assets under management (Range: 0.73% - 1.10%)
1.19% of investments purchased (Range: 0.97% - 1.41%)
Free Estimates from Local Pros

Cost of 401k Plans

$143.75 fee only (hourly rate) (Range: $100.00 - $187.50)
1.01% of assets under management (Range: 0.70% - 1.31%)
2.34% of investments purchased (Range: 1.80% - 2.88%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance

$117.00 fee only (hourly rate) (Range: $88.75 - $145.25)
1.22% of assets under management (Range: 0.88% - 1.55%)
2.43% of investments purchased (Range: 1.37% - 3.48%)
Free Estimates from Local Pros
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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

98383, Silverdale, Washington - May 13, 2019

Financial Planning

0.75 to 1.50 percent of investment purchased


Reported by:
ProMatcher Research Team
See the Silverdale Financial Advisors Cost Report
98383, Silverdale, Washington - May 13, 2019

Financial Advisors - Stocks & Bonds

0.75 to 1.50 percent of investment purchased


Reported by:
ProMatcher Research Team
See the Silverdale Financial Advisors Cost Report
98383, Silverdale, Washington - May 13, 2019

Financial Advisors - Asset Management

0.75 to 1.50 percent of investments purchased


Reported by:
ProMatcher Research Team
See the Silverdale Financial Advisors Cost Report
98383, Silverdale, Washington - May 13, 2019

Retirement Planning & IRAs

0.75 to 1.50 percent of investments purchased


Reported by:
ProMatcher Research Team
See the Silverdale Financial Advisors Cost Report
32205, Jacksonville, Florida - September 25, 2017

Education Planning & 529 Plans

1.00 to 1.50 percent of assets under management
Free consultation to determine if a business relationship would be beneficial for both parties.

Reported by:
Prescott Rowe, Merrill Lynch
See the Jacksonville Financial Advisors Cost Report
98383, Silverdale, Washington - May 13, 2019

Business 401K & SEP Plans

0.75 to 1.50 percent of investments purchased


Reported by:
ProMatcher Research Team
See the Silverdale Financial Advisors Cost Report
10104, New York, New York - March 15, 2017

401k Plans

1.00 to 1.50 percent of assets under management
401(k) business is also a part of my annual fee. No additional charges for this service.

Reported by:
Dan Dolan, Morgan Stanley
See the New York Financial Advisors Cost Report
98383, Silverdale, Washington - May 13, 2019

401-k Rollover Assistance

0.75 to 1.50 percent of assets under management


Reported by:
ProMatcher Research Team
See the Silverdale Financial Advisors Cost Report
91101, Pasadena, California - February 26, 2019

Financial Planning

$50.00 to $350.00 fee only - hourly rate
1.00 to 2.00 percent of investment purchased
1.00 to 2.00 percent of assets under management
We provide needed service to limited clients and bill them for our service. We do not accept clients who will not benefit from our service and thus we do not bill them.

Reported by:
Mustang Ma, Mustang Investments Inc
See the Pasadena Financial Advisors Cost Report
10104, New York, New York - March 15, 2017

Financial Advisors - Stocks & Bonds

1.00 to 1.50 percent of assets under management
The 1-1.5% annual management fee is all encompassing. I do not charge for individual services..instead I provide many services for one fee per year.

Reported by:
Dan Dolan, Morgan Stanley
See the New York 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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