Sample Pricing Scenarios

Scenario 1

 

Profile: Asset accumulation phase of life, few assets, little need for complex estate planning, several years until retirement, either renting or owning small home.

Plan complexity: Low

Assets: $5,000 in 401k, $5,000 in savings and investments.

 

One-Time Charges

Typical Plan Generation: $50 / hour * 6-10 hours = $300-$500

Tax Prep Setup: $49

Total One-Time Charge: $349-$549

 

Annual Charges

Asset Management fee: $10,000 * 1.0% = $100

Decision Support / Review fee: $396

Tax Prep Fee (1040 + 1 state) = $50

Total Annual Charge: $546 (billed quarterly as $136.50 per quarter)

 

Scenario 2

 

Profile: Asset accumulation / preservation phase of life, moderate amount of assets, some estate planning needs, retirement still in the distant future, likely owning home, potentially some investment property.

Plan complexity: Moderate

Assets: $50,000 in multiple retirement plans, $75,000 in savings and investments,

 

One-Time Charges

Typical Plan Generation: $50 / hour * 10-20 hours = $500-$1000

Tax Prep Setup: $49

Total One-Time Charge: $549-$1049

 

Annual Charges

Asset Management fee: $50,000 * 1.0% + $75,000 * 0.9% = $1175

Decision Support / Review fee: $0 (waived for clients with over $100,000 in Assets Under Management)

Tax Prep Fee (1040 + 1 state) = $50

Total Annual Charge: $1225 (billed quarterly as $306.25 per quarter)

 

Scenario 3

 

Profile: Nearing retirement, Asset preservation phase of life, significant amount of assets, some estate planning needs, retirement in sight, likely owning home - mortgage almost paid off, some investment property.

Plan complexity: High

Assets: $500,000 in multiple retirement plans, $500,000 in savings and investments.

 

One-Time Charges

Typical Plan Generation: $0 (waived for clients with over $1,000,000 in Assets Under Management)

Tax Prep Setup: $49

Total One-Time Charge: $49

 

Annual Charges

Asset Management fee: $50,000 * 1.0% + $150,000 * 0.9% + $800,000 * 0.8%  = $8,250

Decision Support / Review fee: $0 (waived for clients with over $100,000 in Assets Under Management)

Tax Prep Fee (1040 + 1 state) = $50

Total Annual Charge: $8,300 (billed quarterly as $2075 per quarter)

 


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The scenarios above are for illustrative purposes only and may not reflect your particular client situation.  Cost of all PWA services, as they pertain to you can be discussed during your consultation.  Services are only provided after a client agreement is signed by you, stating that you understand each service and its associated costs.  Prices are subject to change on an annual basis with notice provided to you before the change.