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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

$125.41 fee only - hourly rate (Range: $99.18 - $151.64)
1.2% of assets under management (Range: 0.93% - 1.47%)
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)
1.27% of assets under management (Range: 0.99% - 1.55%)
1.89% of investment purchased (Range: 1.31% - 2.46%)
Free Estimates from Local Pros

Cost of Financial Advisors - Asset Management

$154.71 hourly rate (Range: $115.71 - $193.71)
2.61% of assets under management (Range: 1.46% - 3.75%)
11.64% of investments purchased (Range: 8.88% - 14.39%)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs

$116.00 fee only (hourly rate) (Range: $103.33 - $128.67)
1.46% of assets under management (Range: 1.02% - 1.90%)
1.94% of investments purchased (Range: 1.29% - 2.58%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans

$28.67 fee only (hourly rate) (Range: $28.33 - $29.00)
1.1% of assets under management (Range: 0.98% - 1.21%)
2.29% of investment purchased (Range: 1.81% - 2.76%)
Free Estimates from Local Pros

Cost of Business 401K & SEP Plans

$59.00 hourly rate (fee only) (Range: $15.00 - $103.00)
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)
1.17% of assets under management (Range: 0.85% - 1.49%)
2.12% of investments purchased (Range: 1.63% - 2.61%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance

$117.00 fee only (hourly rate) (Range: $88.75 - $145.25)
1.21% of assets under management (Range: 0.87% - 1.55%)
2.51% of investments purchased (Range: 1.44% - 3.57%)
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

45419, Dayton, Ohio - January 11, 2022

Financial Planning

0.40 to 1.25 percent of assets under management
Our primary service offering is based on comprehensive financial planning services, which are provided on a flat-fee basis. We do not provide an hourly rate service.

Reported by:
Doug Kinsey, CFP®, CIMA®, Artifex Financial Group
See the Dayton Financial Advisors Cost Report
33408, North Palm Beach, Florida - August 10, 2021

Financial Advisors - Stocks & Bonds

1.00 to 2.00 percent of assets under management
Depending on the account you open, you could be charged per trade or an AUM %.

Reported by:
Tyler Keen, Ameriprise Financial
See the North Palm Beach Financial Advisors Cost Report
45419, Dayton, Ohio - January 11, 2022

Financial Advisors - Asset Management

0.40 to 1.25 percent of assets under management
Many of our clients work with us on a flat retainer fee basis, which includes all of our services, including investment management, tax, estate planning, financial planning, and risk management.

Reported by:
Doug Kinsey, CFP®, CIMA®, Artifex Financial Group
See the Dayton Financial Advisors Cost Report
04401, Bangor, Maine - April 7, 2022

Retirement Planning & IRAs

1.00 to 5.00 percent of investments purchased


Reported by:
ProMatcher Research Team
See the Bangor Financial Advisors Cost Report
33408, North Palm Beach, Florida - August 10, 2021

Education Planning & 529 Plans

1.00 percent of assets under management
Others may charge higher, but I charge 1.0%.

Reported by:
Tyler Keen, Ameriprise Financial
See the North Palm Beach Financial Advisors Cost Report
92868, Orange, California - August 21, 2019

Business 401K & SEP Plans

$25.00 to $200.00 hourly rate (fee only)


Reported by:
ProMatcher Research Team
See the Orange Financial Advisors Cost Report
45419, Dayton, Ohio - January 11, 2022

401k Plans

0.75 to 1.25 percent of investments purchased
0.50 to 1.25 percent of assets under management
We also offer a flat fee alternative for 401k plans.

Reported by:
Doug Kinsey, CFP®, CIMA®, Artifex Financial Group
See the Dayton Financial Advisors Cost Report
04401, Bangor, Maine - April 7, 2022

401-k Rollover Assistance

1.00 to 5.00 percent of investments purchased


Reported by:
ProMatcher Research Team
See the Bangor Financial Advisors Cost Report
33408, North Palm Beach, Florida - August 10, 2021

Financial Planning

$50.00 to $200.00 fee only - hourly rate
Depending on the client, we discuss how extensive their financial plan needs to be, and will charge accordingly. Charge between $500-$2,000

Reported by:
Tyler Keen, Ameriprise Financial
See the North Palm Beach 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
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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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