Costs

Transparent Pricing. Fiduciary Advice.

Center Stage Planning is a fee-only fiduciary firm.

Patrick does not receive commissions, referral fees, or compensation for selling financial products.

Fees are discussed clearly before any engagement begins so you understand exactly what you are paying for and how CSP is compensated.

One-Time Financial Plans

$500 to $2,000

One-Time Planning Fee
Based on Complexity and Scope

Financial planning fees are discussed on an itemized level before any engagement begins. Your plan may include retirement, investments, cash flow, taxes, insurance, estate coordination, inherited wealth, and other major financial decisions.

Once completed, the plan is yours to keep and use. There is no obligation to have CSP manage your investments following delivery of the financial plan.

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Ongoing Investment Management

1% Annual Fee on All Managed Investments

Billed Monthly
On Managed Assets

For clients who would like ongoing investment management, Center Stage Planning charges a straightforward 1% annual fee on managed assets. This includes portfolio management, monitoring, rebalancing, investment adjustments, and ongoing planning guidance as your financial life evolves.

A minimum monthly fee of $40 per household applies.
Fees are negotiable as individual circumstances might require.

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What This Means for You

No Product Sales or Commissions

Patrick does not receive compensation for selling insurance, investment products, or referrals. His recommendations are not tied to product sales.

Clear Fee Discussion

Before you begin, Patrick reviews the scope of work, what is included, and what you will pay, so there are no surprises after the engagement starts.

Fiduciary Advice

As a fee-only fiduciary firm, CSP is legally and ethically obligated to put your interests first. Guidance is based on your goals, your picture, and what makes sense for you.