fees

Simple, Transparent Pricing

You deserve to know exactly how your financial advisor is compensated. That's why we make our pricing simple, transparent, and easy to understand.


As a fee-only fiduciary firm, we are paid only by our clients. We do not earn commissions, sell insurance, or accept compensation from investment companies. Our advice is based solely on what's in your best interest.

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How We're Paid

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 Standard Plan
$5,000 ($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 Complex Plan
$10,000 ($1,000 Up Front)

You pay us directly for financial planning and investment management.

We never earn commissions on investments, insurance, or financial products.

We don't accept third-party compensation, including referral fees, kickbacks, or revenue sharing.

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The Bottom Line: Our sole focus is finding the best vehicles to help you reach your milestones - we believe this is simply the best way to serve you.

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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



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



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


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Investment Management

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 Standard Plan
$5,000 ($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 Complex Plan
$10,000 ($1,000 Up Front)

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%.

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Request our ADV Part 2 for specifics on fees.