RIA Financial Planning Price Calculator

Who We Serve

Services

About

Resources

Speak to an expert

Spreadsheet

RIA Financial Planning Price Calculator

Download our free RIA Financial Planning Calculator to set fees with precision and confidence. Get clear, data-driven insights to optimize pricing and support your firm’s long-term success.

Download

Who It's For

Independent RIAs who want a structured, strategic approach to pricing financial planning services

Fee-only financial planners looking to justify fees based on complexity and client needs

Advisors transitioning from AUM-based pricing and exploring a complexity-based pricing model

How It Helps You

01

Helps you align pricing with client complexity, so fees accurately reflect the true scope of service.

01

Helps you align pricing with client complexity, so fees accurately reflect the true scope of service.

01

Helps you align pricing with client complexity, so fees accurately reflect the true scope of service.

02

Automates fee calculations, making it easy to justify your pricing model to clients.

02

Automates fee calculations, making it easy to justify your pricing model to clients.

02

Automates fee calculations, making it easy to justify your pricing model to clients.

03

It is fully customizable, allowing you to tailor pricing assumptions to your firm's specific needs.

03

It is fully customizable, allowing you to tailor pricing assumptions to your firm's specific needs.

03

It is fully customizable, allowing you to tailor pricing assumptions to your firm's specific needs.

Ready to Set Fees with Precision?

Get access to your free copy of the RIA Financial Planning Calculator to set fees confidently, align pricing with client complexity, and automate calculations.