We believe financial guidance should be objective, accessible and only based on what’s best for you. That’s why we provide fee-only financial planning. All fees are paid directly by our clients. There are no commissions or product-based compensation. Our advisory services are provided by Jason Fedak, CFP® in association with Core Planning LLC, a Registered Investment Advisor.
$3,000 – $4,500 (depending on complexity)
Designed for individuals, families and medical professionals seeking a comprehensive financial plan without an ongoing advisory relationship.
Services may include:
$3,600 – $6,000 per year (depending on complexity)
Designed for clients who want ongoing advice, coordination, and proactive planning throughout the year.
Services may include:
Fees are billed either monthly, quarterly, or annually.
$250 per hour (minimum 3-hour engagement)
Designed for clients who need guidance on a specific financial question or decision rather than comprehensive or ongoing planning.
Examples include:
Hourly engagements are limited in scope and do not include ongoing monitoring unless separately agreed.
Investment management services are offered only in conjunction with financial planning and include portfolio construction, implementation, and ongoing monitoring.
Asset-Based Fee Schedule:
Fees are tiered and calculated based on assets under management. Investment management fees are billed on a quarterly basis and may be deducted directly from investment accounts or billed separately, as agreed upon in advance.
Investment Management Fee Example:
Fees vary based on the scope and complexity of services. All fees are disclosed and agreed upon in advance through a written agreement. Clients are not required to engage in investment management to receive financial planning services.