fees
3 Plan Structures To Meet Your Needs
Branning Basic Plan $3,000 ($1,000 Up Front)
Branning Basic plans are conducted by a CFP® professional team member. This planning package excludes advisors with greater than 10 years of experience.
- Retirement Planning
- Investment Analysis
- Cash Flow Planning
- Estimated 4-8 weeks for plan delivery
- Access to online professional planning software for up to 3 months once engagement begins
- 3 meetings, email support for up to 3 months with BWM CFP® professional team member (excludes advisors with greater than 10 years of experience)
- Typical household income of $100,000 or greater
*An add-on fee of $500 will be assessed for client plans that require our team to input data into the planning software that otherwise is the client's responsibility
Branning Standard Plan $5,000 ($1,000 Up Front)
Branning Standard plans are conducted by a CFP® professional team member.
- Retirement Planning
- Cash Flow Planning
- Insurance Planning
- 4-8 weeks for plan delivery
- Access to online professional planning software for six months
- Investment Analysis
- Tax Planning
- Estate Planning
- Education Planning
- 4 meetings, email support for six months with a Branning CFP® professional team member
- Typical household income of $200,000 or greater, and/or a net worth of $1 Million
*An add-on fee of $500 will be assessed for client plans that require our team to input data into the planning software that otherwise is the client's responsibility.
Branning Complex Plan $10,000 ($1,000 Up Front)
Branning Complex planning is conducted by a multi-practitioner CFP® professional team.
- Retirement Planning
- Cash Flow Planning
- Insurance Planning
- Executive Compensation
- Access to online professional planning software for one year
- Investment Planning
- Tax Planning
- Estate Planning
- Business Transition/Acquisition
- Sudden Wealth - inheritance, private investing
- Education Planning
- Professional athlete
- Meetings/Email support for one year with our Branning CFP® Professional team
- Typical household income of $250,000 or greater, and/or a net worth of $2 Million
Branning Basic Plan $3,000 ($1,000 Up Front)
Branning Standard Plan $5,000 ($1,000 Up Front)
Branning Complex Plan $10,000 ($1,000 Up Front)
Branning Basic plans are conducted by a CFP® professional team member. This planning package excludes advisors with greater than 10 years of experience.
- Retirement Planning
- Investment Analysis
- Cash Flow Planning
- Estimated 4-8 weeks for plan delivery
- Access to online professional planning software for up to 3 months once engagement begins
- 3 meetings, email support for up to 3 months with BWM CFP® professional team member (excludes advisors with greater than 10 years of experience)
- Typical household income of $100,000 or greater
*An add-on fee of $500 will be assessed for client plans that require our team to input data into the planning software that otherwise is the client's responsibility.
Branning Standard plans are conducted by a CFP® professional team member.
- Retirement Planning
- Cash Flow Planning
- Insurance Planning
- 4-8 weeks for plan delivery
- Access to online professional planning software for six months
- Investment Analysis
- Tax Planning
- Estate Planning
- Education Planning
- 4 meetings, email support for six months with a Branning CFP® professional team member
- Typical household income of $200,000 or greater, and/or a net worth of $1 Million
*An add-on fee of $500 will be assessed for client plans that require our team to input data into the planning software that otherwise is the client's responsibility.
Branning Complex planning is conducted by a multi-practitioner CFP® professional team.
- Retirement Planning
- Cash Flow Planning
- Insurance Planning
- Executive Compensation
- Access to online professional planning software for one year
- Investment Planning
- Tax Planning
- Estate Planning
- Business Transition/Acquisition
- Sudden Wealth - inheritance, private investing
- Education Planning
- Professional athlete
- Meetings/Email support for one year with our Branning CFP® Professional team
- Typical household income of $250,000 or greater, and/or a net worth of $2 Million
Investment Management
Branning Wealth Management offers services to new clients with investment assets of at least $500,000 (or total net worth of $1 million). Most often, Branning Wealth Management charges an asset-based fee that is billed in arrears quarterly. New clients with at least $1 million in assets managed are assessed an advisory fee of 1%.
Request our ADV Part 2 for specifics on fees.