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Sensible Financial Planning
Integrated Financial Plan Fees
Integrated Financial Advisory Fees
Investment Review Fees
Portfolio Management Fee Details
Account Establishment Fees
Sensible Financial Planning fees

Each of our services is affordable:

  • Most Sensible Financial integrated financial plans cost between $3,500 and $6,000. Your plan’s price will depend upon the complexity of your financial situation. We can quote you a firm price in five to ten minutes based on your answers to a few simple questions.
  • Fees for our Integrated Financial Advisory Service are frequently less than the 1% of assets charged by many advisors for portfolio management alone.
  • Investment Review fee is $1,000.
    • Fees for Portfolio Management begin at less than .5% for assets of $500,000 or more.
  • We charge an account establishment fee at the beginning of a portfolio management relationship to cover our costs of establishing your accounts at our custodians and on our information systems.
  • We charge an account establishment fee at the beginning of a portfolio management relationship to cover our costs of establishing your accounts at our custodians and on our information systems.