Unlike most financial firms:
What does it cost to work with us?
Our fees are customized to your personal situation
In order for us to quote a fee, we need to know you better
We offer an introductory consultation for this very purpose
Comprehensive Financial or Retirement Planning
Initial comprehensive planning and advice addressing your financial goals, objectives, and concerns
Typically ranges between $2,500 and $5,000 for most households*
Ongoing Planning, Advice, & Investment Management
Ongoing financial planning, advice, and support with, or without investment management services
Typically ranges between $2,000 to $5,000 per year for most households*
Limited-Scope, As-Needed, Hourly Advice
Limited-scope planning, analysis, or advice billed on an hourly basis as agreed upon
Services calculated and charged at the rate of $250 per hour**
* The estimated fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments or otherwise have complexity in your financial life.
**Hourly services are typically only available to clients who have already completed an initial financial planning engagement; subject to a minimum of $750.
Services for employer services are negotiated in advance and will vary depending on a number of factors, including:
Scope of services
Estimated time to perform scope of services
Complexity of the assignment
Why Choose Us
Matthew R. Etzler
2130 Main Street, Suite B
Red Bluff, CA 96080
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