Sublime

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Marjanne Pearson

@nextmoon

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Mel Holman

@melh

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Tara Ziegler

@tarab

Executive Director of Revenue Integrity at

LogixHealth

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Larissa Weinstein

@larissa

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Ellis Bernstein

@ellisbernstein

I charge a one-time onboarding fee of $1,500 which covers the first 2 months of service. I then charge an annual retainer (billed monthly or quarterly). The annual retainer is $2,400 for a single person and $3,600 for a married couple. My fees for investment management are 0.75% on the first $1M and 0.5% afterward.

Alan Moore, Michael Kitces • The Monthly Retainer Model in Financial Planning

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Melanie Levitin

@melanielevitin

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Evan Moffic

@rabebm