SJA Financial Advisory, LLC

The Cost

Personal Financial Planning (Hourly)
The cost for personal financial planning services varies significantly, depending on the specific needs of the individual.  Some consultations involve addressing a specific question (how much home can I afford), while other engagements result in a comprehensive financial plan.  Fees are based on the time spent discussing your financial circumstances, researching and analyzing the issues, and the development of the recommendations and final written plan.  The hourly rate is $300, and most plans range in price from $2,000 - $5,000.  If you are interested in advice on a specific area of personal finance, the cost will likely be less.  Accordingly, engagements covering several, or more complex issues, may be more expensive.

Active Portfolio Management (Percentage of assets)
The cost for active portfolio management services depends on the size of your portfolio.  Fees start at less than 1% and details can be found in the accompanying Firm Brochure.