Pricing & Payments

Access to financial planning should be available to individuals no matter their socioeconomic status or any other identity. Accordingly, FG Financial offers a progressive pricing structure to help make financial planning accessible to as many people as possible. See pricing details below.

Regarding payment, all clients will receive an invoice by e-mail and may submit payment by debit card or credit card through the form at the bottom of the page. Payment by check via mail is an option as well. Payment is due after completion of services or as described in services agreement form.

Financial education and advising is offered on an hourly fee basis ($50-$200). The hourly rate varies pending the client’s gross annual, household income. FG Financial’s hourly rates are priced affordably for clients at all income levels when compared to the market. Market rates generally range from $200-$400.

Gross Annual, Household IncomeHourly Rate
$49,999 and under$50
$50,000 – $64,999$60
$65,000 – $79,999$75
$80,000 – $99,999$100
$100,000 – $129,999$125
$130,000 – $174,999$150
$175,000 and above$200
Notes: 1) If evidence of a client’s gross, annual income is not provided then the hourly rate will be $200. 2) Individual, gross annual income will be used for clients who are claimed as dependents on another’s tax return.

A comprehensive financial plan can be created for clients who desire this service. The fixed fees for a comprehensive financial plan range from $500 to $2,000, pending the client’s gross annual, household income. FG Financial’s financial plan costs are priced affordably for clients at all income levels when compared to the market. Market rates generally range from $1000-$3000.

Gross Annual, Household IncomeFee for Comprehensive Financial Plan
$49,999 and under$500
$50,000 – $64,999$600
$65,000 – $79,999$750
$80,000 – $99,999$1000
$100,000 – $129,999$1250
$130,000 – $174,999$1500
$175,000 and above$2000
Notes: 1) If evidence of a client’s gross, annual income is not provided then the fee for a comprehensive financial plan will be $2000. 2) The fee for any client with a net worth above $300,000 will be $2000.

SUBMIT PAYMENT HERE

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