(732) 242-4939 I info@westpeakfin.com
Financial Planning and Investment Services
WestPeak Financial Services & Pricing
Whether you are starting a new job, getting married and combining finances, facing a major life event or are an investor looking for guidance and support, we have plans to meet your specific needs. WestPeak Financial is a fee-only financial planning and investment management firm. Below are our fees for financial planning and investment management services.
Financial Planning and Investment Consulting
Comprehensive Financial Plan
Individuals: $1,560
(Billed $130 per month in arrears, 12 month commitment)
Families & Couples: $2,700
(Billed $225 per month in arrears, 12 month commitment)
WestPeak Financial's Comprehensive Financial Plan is a dynamic plan designed for those clients who are looking for an ongoing relationship and financial advice in order to create a roadmap to help them achieve their financial independence. Whether its changes in income or employment, major life event or financial market volatility, the Comprehensive Financial Plan is updated to reflect your most recent financial activity and situation.
Comprehensive Financial Plan Includes:
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Online portal
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Goal planning and review
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Quarterly scheduled meetings and reviews
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Debt and student loan repayment
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Cashflow and budgeting
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Investment planning and consulting
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Employee Equity (ESOP, RSU, ESPP) education and planning
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Employee benefits
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College planning
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Retirement planning
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Estate planning
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Insurance planning
One Time Financial Plan
Fixed fee from $650 - $4,500
(paid in arrears, upon plan delivery)
WestPeak Financial's One Time Financial Plan is for those clients who may be facing a major life event or complicated financial decision and are looking for a detailed picture of their current financial situation. Our One Time Financial Plan fee is priced based upon the complexity of your financial situation and disclosed to you prior to beginning our relationship.
One Time Financial Plan Includes:
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Online portal
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Goal planning and review
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Debt and student loan repayment
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Cashflow and budgeting
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Investment planning and consulting
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Employee Equity (ESOP, RSU, ESPP) education and planning
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Employee benefits
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College planning
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Retirement planning
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Estate planning
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Insurance planning
Investment Management
WestPeak Financial understands you work hard to achieve financial stability and that each individual's definition of financial success is different. That is why we work with each client to understand their core values and to define their financial objectives, in order to customize an investment plan that meets their unique financial goals, time horizon and risk tolerance. During our investment process we work to:
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Create and annually review your personalized investment strategy based upon your financial goals, time horizon and risk tolerance.
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Monitor and provide tax-loss harvesting to reduce your tax burden.
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Rebalance your portfolio to align with your risk profile.
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Monitor and review your performance.
WestPeak Financial only bills on assets we directly manage. Our fee schedule is as follows:
Assets Under
Management
Management
Fee
$0 - $999,999
.70%
$1,000,000 - $1,999,99
.60%
$2,000,000 & Up
.50%
Contact Us
Are you ready to begin you financial journey?
Get in touch to learn more.
info@westpeakfin.com | 732.242.4939