Flat Transparent Fees

Find the plan right for you

ONGOING COMPREHENSIVE FINANCIAL PLANNING

Starting at $100/month with a $750 upfront fee*

Stop worrying about your financial life! Engage with a financial professional to receive the unbiased advice and guidance you need.

This plan includes:

Retirement plan
Insurance analysis
Estate planning support
Tax planning support
Investment management
Debt analysis
Major purchase support
Employee benefit optimization
Budget training & support
Credit analysis
Goal development exercise
Financial behavior analysis
Unbiased financial advice & education
Ongoing email support
Online financial dashboard

*Fees may vary. Contact Rooted Interest for a direct quote. See ADV Part 2 for more details.

INVESTMENT ONLY

Annual Advisory Fee: 0.50%*

Investing can be scary and even dangerous if not done correctly. A professional focused on evidence-based investing can help keep you on track for your goals.

This plan includes:

Current portfolio review
Risk Tolerance Profiling
Investment fee analysis
Allocation recommendation & implementation support
Investment Policy Statement
Behavior control support
Annual review
Ongoing email support

*Does not include outside management and other investment fees. Please review ADV Part 2 for more details.

PROJECT BASED/HOURLY

Starting at $150/engagement*

Even if you have your financial life in order, sometimes it is still useful to enlist an outside party for help.

Services may include:

Detailed financial plan
Major purchase advice
Debt analysis
Portfolio review
Life event advice

*The scope and fee of the engagement are determined between adviser and client prior to the commencement of engagement.

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