Transparent Pricing
Soesbe Financial is a Fee-Only firm. We sell no products, and receive no commissions. Our only compensation comes directly from our clients. We believe that in order for Clients to be able to make an informed decision about our services, they should know exactly what they are paying for and how much it costs.
“How much does financial planning cost?” should not be an answer you need to dig for. We see nothing useful to be accomplished in being coy or obfuscating when it comes to pricing – we prefer the direct and open approach.
To that end, we offer our Transparent Pricing promise: we will always have our most current service pricing clearly available on our website. Clients may also contact us by their preferred method at any time to inquire more directly and we will always provide them with our current fee schedule.
This page current as of: Thursday, January 22nd, 2026 11:37 GMT
We currently offer three different services: Integrated Management Services (IMS), Standalone Financial Planning (SFP), and Follow-Up Financial Advice (FFA)
Click below to go directly to the Fee Schedule for each service and option:
Integrated Management Services
For those financial planning Clients who prefer to have their portfolios professionally managed, we offer our all-inclusive Integrated Management Services. Our standard advisory fee for IMS is based on the market value of the assets under management and is calculated as follows:
| Account Value | Annual Advisory Fee |
| $0 – $500,000 | 1.00% |
| $500,001 – $1,500,000 | 0.85% |
| $1,500,001 – $3,000,0000 | 0.70% |
| $3,000,001 – $5,000,000 | 0.55% |
| $5,000,001 and Above | 0.40% |
Standalone Financial Planning
A typical Standalone Financial Planning engagement requires between twelve (12) and sixteen (16) hours of Adviser time. This Agreement includes an initial allocation of up to twelve (12) hours of financial planning services at the agreed-upon hourly rate of $425/hour.
At or near the conclusion of the second Client meeting, the Adviser will provide the Client with an update regarding hours used and the estimated number of hours remaining to complete the engagement. The Adviser will not perform work in excess of the initial twelve (12) hours without the Client’s prior consent. Any additional hours authorized by the Client will be billed at the agreed-upon hourly rate of $425/hour.
Total Fee: $5,100-$6,800 for 12-16 hours
Initial Payment: $2,600
Payment Due at Conclusion: $2,500 – $4,200
Please see our Standalone Financial Planning service page for a full description.
Follow Up Financial Advice (FFA)
FFA is intended for returning Clients who seek a shorter engagement (typically two to five hours) with the Planner to address specific questions or topics that are general and informational in nature. See our full service description for details.
This service is offered on a standard hourly basis, billed in 6 minute increments. The planner’s current rate is $425 per hour.
Need more in-depth information? Read the complete breakdown of all service and fee elements in our downloadable Form ADV Part 2
Ready to move forward?
Contact us today to schedule a meeting.