How much does Cambridge Tax and Financial Consultants charge?
We are Fee Only advisors, which means we are only compensated by our clients. Included in our prospective client packet is a detailed outline of our fee structure. For a Complete Financial Plan, our fees begin at $4500. For an annual Financial Planning and Investment Advisory Retainer, which includes a complete Financial Plan, our fees begin at $7000 the first year and for subsequent years 1% for the first $1,000,000, .80% for the next $1,000,000 and .6% for additional assets. There are some instances where we work with clients by the project or on an hourly basis. Your retainer agreement will contain the specific information of how your retainer fee is calculated.
