Our Services

We’ll take a 360 degree look at your current financial picture, estate plan and everything in between. Our comprehensive look includes an in-depth look at your cash flow, financial independence, property and real estate, risk management and putting your plan into action.

Planning fee is calculated based on income, assets and complexity with minimums starting at $2,500 for individuals and $4,000 for families. While there is no commitment to renew in future years, we find that comprehensive financial planning works best as a long-term partnership.

Not ready for a comprehensive plan? We also offer:

Subscription Planning

Comprehensive Financial Planning broken down and paid for on a month-by-month basis. Can then have hourly projects and investment only as options.

Hourly Projects

This works best for clients with questions that can be looked at in isolation from your overall financial plan.

$250 / hour

Investment Only

Some clients prefer a more hands-on approach with their investments. We’ll assist in helping you to choose the right investments to maximize returns and minimize risk.

This description of services and sample fees is provided for informational purposes only. The specific services to be provided and fees to be charged to each client are negotiated with each client and set forth in a written agreement with Osaic Wealth and accompanying fee schedules. Clients should refer to their written agreement with Osaic Wealth and accompanying fee schedules for definitive information regarding the services they are entitled to receive and the fees they will pay for those services. For additional information on services and fees, clients should also review Osaic Wealth's Form CRS and applicable Forms ADV Part 2A, which are available at www.osaic.com/fa under Disclosures

Disclosure:

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

See Osaic Wealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describe Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Osaic Wealth who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License; Julie VanTilburg, CA Insurance License #0C21028 #4084200

CRN-6837825-072624