As a NAPFA registered investment advisor, Life Planning Partners, Inc. is paid only by the client. Developing and implementing a financial life plan is a complex process that takes time, knowledge, and resources, and our clients understand and appreciate the commitment involved.

Many financial planning firms base their fees on the amount of assets managed. For example, an asset fee of 1% on $1 million of assets equates to $10,000 charged per year. For this fee, many of these firms do not provide a full range of financial life planning services.

To make certain we are a good fit, we offer a no obligation “lets get acquainted” session.

Service and Fee Comparison

Life Planning Partners, Inc. Asset-Based Fee Advisor Commissioned Salespeople
Form of Compensation Flat retainer based on complexity and services Percentage of assets (typically 1% or more) Commission
(varies by product)
Cost to Client Fees start at $1,250
per quarter
Example: $1 million portfolio – $2,500 per quarter ???
Fiduciary Duty Yes Yes No
Portfolio Analysis Yes Yes ?
Investment
Management (ongoing)
Yes Yes ?
Goal Setting and
Monitoring
Yes ? ?
Cash Flow Planning Yes ? ?
Net Worth Review Yes ? ?
Tax Minimization Yes ? ?
Estate Planning Yes ? ?
Retirement Analysis Yes ? ?
Education Planning Yes ? ?
Insurance Reviews Yes ? ?
Insurance Shopping
and Research
Yes ? ?
Mortgage Review and Assistance Yes ? ?
Major Purchase
Assistance
Yes ? ?
Health Care Planning Yes ? ?
Financial Life Coaching Yes ? ?
Coordination with
Attorneys, CPAs, etc.
Yes ? ?
Unbiased Advice
(not influenced by compensation)
Yes ? ?

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