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. This is a one-time fee.
Prefer a quote? We’d love to write you a proposal after we have had time to consider the scope of your project together.
Planful Investor offers investment management and limited annual financial planning.
0.8% annually on all managed assets.
$300,000 minimum account size
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