How We Are Paid

“There's no such thing as a free lunch.”
― Milton Friedman

^{YOUR NEEDS DECIDE YOUR JOURNEY}
Finding The Path That's Right For You.

We are proud of the value our services can provide to our clients. Whether we show how to make
your savings work as hard as you do, prevent you from making an expensive taxable mistake, or
provide peace of mind regarding your financial goals, we believe that our expertise is well worth our fees.

At Charthouse, we take our fiduciary responsibilities to you seriously. We clearly disclose and explain to you how we are compensated.

No one likes to be blind-sided by the cost of a service, and everyone likes to have choices. So we
have structured our fee tiers for our Financial Planning services to allow you to control the cost:

Initial Consultation

Price: No Charge
Many people are unsure about what they need regarding financial advice,
and the best way to find out is to ask. So our firm makes that easy to do—we provide complementary, no-obligation consultation and discovery
appointments.
We discuss your financial situation, as well as your goals and concerns.
From there, we can recommend fee level.

Focused

Price: $295 per hour
Hourly financial advice and guidance. Discuss a particular topic and receive targeted, short-term financial planning support.
No commitment or minimums. A lot of individuals need financial advice to
address a specific issue or goal, but don’t want to be tied to a long term
commitment. The Focused approach is the perfect solution to get advice
when you want it.

Comprehensive

Price: $3,900 for a complete financial plan
Comprehensive financial planning, including debt management, retirement planning, investment and risk management, insurance review and estate planning.
Best for advice to achieve long term financial goals. The Comprehensive
approach provides all the advice, recommendations and follow-up support
you need so you can confidently self-implement your financial plan.

Elevated

Price: $8,900 for a complex financial plan
For entrepreneurs with complex business structures or clients with
complicated personal financial considerations.
The Elevated approach covers all items in the Comprehensive Planning, and also addresses concerns such as business succession planning, detailed financial planning for a dependent with special needs, or complex estate planning. We coordinate with your other financial professionals (CPA, Attorney, etc) to ensure that all planning is thorough and complete.

Planning Fee Waiver

If you choose to become an ongoing client of Charthouse by implementing the recommendations within your Financial Plan through our firm, we can waive the Planning Fees detailed above.

There are two paths to become an ongoing client:

Insurance

If you decide to purchase an Insurance product though Charthouse Financial Group, we receive a commission from the insurance company. We disclose the commission to you during product selection, as well as any potential conflicts of interest this commission may represent.

Investment

If you decide to use Charthouse Wealth Management for market-based investment services, we are compensated by you via a percentage-based fee on the balance of your account. During the investment selection process, we fully disclose and explain your costs.

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Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Start Your Journey