Our Fee-Only Model
You’ll know every fee before we begin.
Clear, Upfront Fees
- The total cost for our services.
- How we calculate the fees.
- Why those fees are set at that level.
At Global Fiduciary Partners, there are no surprises when it comes to cost. Before we begin, you’ll know exactly what your engagement will cost, and it will be documented in your Agreement.
We don’t hide fees. If the scope of work changes, any fee adjustment will be discussed and agreed to in writing before moving forward. In some cases, fees may be negotiable at the Advisor’s discretion.
Why Fee-Only Matters
We are a fee-only financial planning firm. That means:
- We never earn sales commissions or product referral fees.
- We are paid solely by you, our Client, not by third parties.
- We are bound by a fiduciary standard, always putting your best interests first.
Financial planning should be about your goals, not our incentives.
We’ll agree on which topics are relevant to you and only charge for those areas. Your tailored plan will address what matters—nothing more, nothing less
Pricing
* Fees may be negotiable at the Advisor’s discretion.
Hourly Advisory Sessions
Reach out for a quote
Comprehensive
Financial Planning
$1,800 – $2,500
Your Comprehensive Financial Plan can include:
What Plan Is Right For You?
Your financial priorities shift as your career and life evolve. We help you see the full picture, including cash flow, goals, net worth, and make informed decisions at each stage.
Clarify goals, understand benefits, and choose how to use resources. Review TSP, risk tolerance, and asset allocation for growth. Select tax-advantaged accounts such as Roth or Traditional and create a debt management plan. The aim is to build a strong foundation.
Check how your current plan supports future goals. Review asset allocation, mortgages, and debt strategies. Evaluate education funding, major purchases, and consider consolidating accounts such as multiple IRAs or 401(k)s when it supports your strategy.
Adjust your investments to lower risk and increase fixed income. Review Social Security, income strategies, and how retirement age affects your plan. Use Roth conversions in lower-income years, optimize debt payoff, and prepare for RMDs.
Not sure where to begin?
Let’s start with a conversation about where you are today and where you want to go. We’ll discuss your goals, priorities, and numbers, then assess if we’re the right fit to help you get there.
More on Financial Planning Fees
Financial planning fees vary widely across the industry. Here are two resources that show how we compare: