Barnett Financial Planning
OUR FEES
Your family's
"Financial Doctor"
1442 Irvine Blvd., #212
Tustin, CA  92780
714.731.6300
David@BarnettFinancialPlanning.com
OFFICE HOURS:

M - F   9AM - 6PM

SAT  9AM - 1PM
(by appointment only)

ORANGE COUNTY OFFICE
1442 Irvine Blvd., #212
Tustin, CA  92780
714.731.6300
David@BarnettFinancialPlanning.com

RIVERSIDE COUNTY OFFICE
11801 Pierce St., 2nd Floor
Riverside, CA  92505
714.420.7225
David@BarnettFinancialPlanning.com
Your family's
"Financial Doctor"
Your family's
"Financial Doctor"
Barnett Financial Planning
$750 – FINANCIAL PLANNING CONSULTATION

  This is an interactive, real-time financial planning session of up to three hours for    
  the client to discuss any pressing financial issues with the planner.  While this
  service does not include a formal financial plan, it is an opportunity for the client
  to become acquainted with the financial planning process on a limited basis to
  address one or more specific needs.  Additional hours available at $250 per hour.

$2,500 - $3,499  LIMITED FINANCIAL PLAN

  This is a more formal written financial plan covering
investments, asset-allocation,
  and
retirement planning. The fee is determined by the complexity of the case and the number of   
  hours involved in the project.  Included are 30 days of implementation assistance.

$3,500 – $5,000  COMPREHENSIVE FINANCIAL PLAN


  This is a comprehensive written financial plan covering
budgeting and cash-flow,
  
investments, asset-allocation, retirement planning, insurance review, estate planning review,
  
taxation review, and education funding.  As is the case with the Limited Financial Plan, the fee is
  determined by the complexity of the case and the number of hours involved in the project.  
  Included are 30 days of implementation assistance.

$6,000 and up – ANNUAL RETAINER PLAN

  The Annual Retainer Plan offers the client a full year of ongoing financial planning
  and asset management services.  The annual retainer fee is composed of two
  parts:

  (A) The
Financial Planning Fee, payable only in the first year, is
         $2,500 and includes the Limited Financial Plan listed above.

  (B) The
Ongoing Fee for advisory services, payable each year, is a flat,
         tiered-rate annual fee calculated on the Client's net investibe
         assets, excluding the Client’s personal residence. Investible assets
         include, but are not limited to, cash and savings accounts, CDs,
         money market accounts, retirement accounts, brokerage accounts,
         individual stocks and bonds, cash value of insurance policies and
         annuities, limited partnership shares, equity in investment real
         estate, and any other non-personal-use investments that Barnett
         Financial Planning will advise on.

         The fee schedule is as follows:

         • Less than $500,000...........................$3,500.00 annually (payable $875.00 quarterly)
         • $500,000 to $999,999....................... $5,500.00 annually (payable $1,375.00 quarterly)
         • $1,000,000 to $1,999,999................. $7,500.00 annually (payable $1,875.00 quarterly)
         • $2,000,000 and above.......................$9,500.00 annually (payable $2,375.00 quarterly)

  The Annual Retainer Plan includes quarterly progress meetings and 24/7 access to the
  planner to answer financial planning issues as they arise.  It’s like having your
  own personal Chief Financial Officer on call.