Flat Transparent Fees

As a fee-only advisory firm, we are here to serve you and are only paid by you.  Rest assured that the advice you receive is not swayed by commissions of any kind.

Before performing any services, all parties will be on the same page with the services performed and the cost.  We do not believe in "sticker shock". 

COMPREHENSIVE FINANCIAL PLANNING

$2,000 - $3,000*

Stop worrying about your financial life! 

 

Engage with a financial professional to receive the unbiased advice and guidance you need.  

This service includes but is not limited to:

  • Finding your 'Why?' exercises

    • Goal development

    • Financial Perspectives survey​

  • Financial Foundation Analysis

    • Net Worth

    • Cash Flow

    • Emergency Fund

  • Debt Management

    • Student Loans

    • Credit Cards

    • Auto Loans

    • Mortgage

  • Investment Analysis

    • Risk Tolerance Profile​

    • Asset Allocation

    • Fee Analysis

    • Investing Principles Guide

  • Retirement Planning

    • Probability of Success​

    • Social Security & Medicare

    • Plan Stress Testing

    • Detailed Cash Flow Projections

  • Insurance Evaluation

    • Life ​

    • Disability

    • Long-term Care

    • Property & Casualty

  • Education Planning

    • College funding scenarios for children

  • Tax Planning

    • Withdrawal Strategies

    • Tax Return Projections

  • Estate Planning

    • Checklist of Important Documents

    • Beneficiary Tracking

    • Estate Projection

  • Other Services

    • Major Purchase Advice

    • Employee Benefit Optimization

    • Budget Training

    • Credit Analysis ​​

 

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

Palm Trees Beach View

INVESTMENT MANAGEMENT

Annual Advisory Fee: 0.85% with a maximum of $3,900*

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 service 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 expense ratio and other investment fees.  Please review ADV Part 2 for more details.

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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