Planful is paid exclusively by the people we serve.

Planful Start is personalized, comprehensive financial planning, billed on a sliding scale of $500-$10,000 per project, a one-time fee.

Prefer a quote? We’ll happily generate a proposal after having time to consider the scope of your project together.

Planful Partner offers investment management and unlimited annual financial planning.

This service tier uses a blended fee schedule.

1% on the first $1,000,000 of managed assets

.8% from $1,000,001 to $2,000,000

.6% from $2,000,001 to $5,000,000

.4% from $5,000,001 to $10,000,000

.2% from $10,000,001 on

$1,000,000 minimum household account value

Planful Investor offers investment management and limited annual financial planning for the traditionally underserved.

0.5% annually on all managed assets.

$300,000 minimum account size.

Acceptance at this tier is limited. Please reach out to understand if you are eligible.

Significant ($300,000 value or greater) held-away investment assets, investments our custodial partners cannot hold, requiring regular planning or advice, are billed at .75% annually.