How to Price Fee-For-Service Financial Planning

One question we often hear from advisors considering implementing fee-for-service planning is, “What exactly should my fees be? How do I price my services in a way that's both profitable to me and attractive to my clients?”

This guide will provide a step-by-step approach to pricing out the fee-only aspect of your advising services, expanding your ability to serve more people and grow your business.


  • Choosing a pricing structure
  • Calculating your fee
  • Interactive Worksheet: Two-Step Process For Determining Appropriate Fee-For-Service Planning Fees
  • Much more! 

Download this brief guide to help you determine how to price out your advising services.

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