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:
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Retirement plan
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Insurance analysis
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Estate planning support
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Tax planning support
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Investment management
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Debt analysis
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Major purchase support
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Employee benefit optimization
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Budget training & support
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Credit analysis
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Goal development exercise
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Financial behavior analysis
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Unbiased financial advice & education
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Ongoing email support
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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: 0.25%*
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:
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Current portfolio review
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Risk Tolerance Profiling
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Investment fee analysis
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Allocation recommendation & implementation support
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Investment Policy Statement
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Behavior control support
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Annual review
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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:
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Detailed financial plan
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Major purchase advice
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Debt analysis
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Portfolio review
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Life event advice
*The scope and fee of the engagement are determined between adviser and client prior to the commencement of engagement.
