Barnett Financial Planning
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OUR FEES
| Your family's "Financial Doctor" |
1442 Irvine Blvd., #212
Tustin, CA 92780
714.731.6300
David@BarnettFinancialPlanning.com
Tustin, CA 92780
714.731.6300
David@BarnettFinancialPlanning.com
| OFFICE HOURS: M - F 9AM - 6PM SAT 9AM - 1PM (by appointment only) |
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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 |
$2,500 - $3,499 LIMITED FINANCIAL PLAN
This is a 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.
This is a 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.