We believe financial guidance should be objective, accessible, and focused solely on what is 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 Jay Fedak, CFP® in association with Core Planning LLC, a Registered Investment Advisor. Ongoing planning is designed for clients who value continued guidance as life, markets, taxes, and financial goals evolve over time.
If you have any questions or are thinking about how a financial plan can be of benefit to you, please feel free to call us or send Jay an email to discuss it further: 860-750-9200, jfedak@corepln.com
Moderate financial complexity
$4,000 annual planning fee, billed monthly or quarterly. No AUM fees. No long-term commitment. Access to your CFP® professional. Up to 2 meetings per year.
Higher complexity situations
$5,000 annual planning fee, billed monthly or quarterly. No AUM fees. No long-term commitment. Ongoing access to your CFP® professional. Up to 4 meetings per year.
$3,500 one-time fee for low complexity
$4,500 one-time fee for higher complexity
A full financial plan built around your specific situation and goals. This is for those who want a comprehensive financial plan without an ongoing commitment. Plan to be delivered in a dedicated review meeting.
Clients who decide within 3 months to transition from a standalone financial plan to ongoing financial planning will have their initial planning fee credited toward the ongoing engagement.
We will consider hourly work depending on the nature of need, and level of complexity. This will be priced at $250/hour with a minimum of 6 hours and a maximum of 10 hours.
Tiered fees are based on household status and the complexity of services. All fees are disclosed and agreed upon in advance through a written agreement. Clients of ongoing planning services receive investment management services with no additional AUM charges.