Our Costs

Transparent Pricing: The fee for your financial plan is a straightforward, one-time cost, providing clarity and simplicity in our billing structure.

Ownership and Autonomy: Once created, the comprehensive financial plan is yours to keep and implement indefinitely, with no obligation to engage further with Center Stage Planning.

Personalized Costing: The cost of your plan is reflective of the intricacy of your individual financial landscape, ensuring that you pay commensurate with your specific needs.

Cost Communication: An itemized cost for your personalized plan will be provided during your initial consultation, guaranteeing transparency from the onset.

Flexible Engagement: Opting for a financial plan from Center Stage Planning does not require further investment with us, ensuring your decisions are flexible and tailored to your needs.

Commitment to Service: Our goal is to equip you with a financial plan that stands as a testament to our commitment to your success, whether or not you choose to invest with us.

Predictable Monthly Billing: Our annual fee of 1% is conveniently divided into monthly charges, providing you with a steady, predictable billing cycle that eases budgeting and financial planning throughout the year. A minimum monthly fee of $40 per household applies. Fees are negotiable.

Investment Management: The 1% fee covers comprehensive management of your investments, including monitoring, rebalancing, and strategic adjustments.

Value Alignment: Our fee model aligns our success with yours, as we earn more only when your portfolio grows.

Easy to Understand: Our pricing is designed to be easy to understand, allowing you to assess our potential partnership free of unnecessary complexity.

Industry Standard Pricing: Our 1% fee aligns with industry standards for wealth management, ensuring competitive pricing while providing top-tier investment management services.