The advisory & planning Group
The advisory & planning Group
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  • Our Process
    • Our Process
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    • Our Expertise
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    • Our Fees
  • About Us
    • About Us
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    • Home
    • Our Process
      • Our Process
    • Our Expertise
      • Our Expertise
    • Our Fees
      • Our Fees
    • About Us
      • About Us
  • Home
  • Our Process
    • Our Process
  • Our Expertise
    • Our Expertise
  • Our Fees
    • Our Fees
  • About Us
    • About Us

Our Fees

Comprehensive Plan

Just Getting Started Plan

Just Getting Started Plan

This is for the client who has accumulated assets and needs advice on multiple topics.  Pricing depends on level of complexity and will be fully disclosed prior to engagement.




Starts at $2,000

Just Getting Started Plan

Just Getting Started Plan

Just Getting Started Plan

This is for the new college graduate, the young professional, or the newly married couple who haven't accumulated many assets yet, but want to get a head start and make smart decisions about their finances.


$750

Advice & Consulting

Just Getting Started Plan

Advice & Consulting

Some clients don't need a full plan but do retain us to provide advice on a specific situation.  We typically charge hourly or may quote a flat project-based fee.




Varies

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TAAPG is not an investment adviser and does not provide investment advice, nor sells investment products. 

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