Services and Pricing
Tailored Financial Planning and Investment Management Services to help you along your financial journey
Whether you're starting your first job, getting married, planning for retirement or a DIY investor looking for additional support, we have the solutions to help you along your way. As a fee-only financial planning and investment management firm, we are paid ONLY by our clients. That means no commissions, no sales targets and no third-party compensation. This helps to remove conflicts of interest and allows us to provide honest and objective advice that best fits your financial needs. Our fees and services are transparent and discussed upfront with no hidden fees or sales pitches along the way. We are here for one reason, to help our clients, not ourselves, in achieving their financial goals.
Financial Planning and Investment Consulting
Comprehensive Financial Plan
Individuals: $130 Per Month
(Billed in arrears, 12 month commitment - $1,560 Total Fee)
Families & Couples: $225 Per Month
(Billed in arrears, 12 month commitment - $2,700 Total Fee)
Our 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:
-
Online portal
-
Goal planning and review
-
Quarterly scheduled meetings and reviews
-
Debt and student loan repayment
-
Cashflow and budgeting
-
Investment planning and consulting
-
Employee Equity (ESOP, RSU, ESPP) education and planning
-
Employee benefits
-
College planning
-
Retirement planning
-
Estate planning
-
Insurance planning
One Time Financial Plan
Fixed fee from $650 - $4,500
(paid in arrears, upon plan delivery)
Not looking for an ongoing relationship or just want a quick review of your current financial situation? Our 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:
-
Online portal
-
Goal planning and review
-
Debt and student loan repayment
-
Cashflow and budgeting
-
Investment planning and consulting
-
Employee Equity (ESOP, RSU, ESPP) education and planning
-
Employee benefits
-
College planning
-
Retirement planning
-
Estate planning
-
Insurance planning
Investment Management
We understand you work hard to achieve financial stability and that each individual's definition of financial success is different. And while most investors prefer to manage their own assets, there are others who would like to have it done for them. That's where we're different. At WestPeak financial, we provide you with the option, not the obligation, for investment management services.
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. For those who don't have the time or desire to manage their own portfolio, we can implement this strategy for them along their financial journey. During our investment management process we work to:
-
Create and annually review your personalized investment strategy based upon your financial goals, time horizon and risk tolerance.
-
Monitor and provide tax-loss harvesting to reduce your tax burden.
-
Rebalance your portfolio to align with your risk profile.
-
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 your financial journey?
Get in touch to learn more.
info@westpeakfin.com | 732.242.4939
