$1,200
Covers your first 90 days and the full written plan.
What it costs
The fee should be one less thing to wonder about.
Our pricing is clear because the work should be clear. You know what you are paying, what it covers and when it changes.
Clear fees, no commissions
$200/ month
Planning support after the first 90 days. Cancel any time with 30 days' notice.
0.50%/ year
On the accounts we manage. There is no minimum.
What that means in practice
Advice that is not trying to sell you something.
We do not sell insurance or investment products. We do not earn commissions. If we talk about coverage, an account or a next step, it is because it belongs in your plan.
Investment management is optional. Many families work with us for planning only.
Quillby Financial Planning, LLC is a registered investment adviser in Nevada, and advises clients only in states where it is registered or exempt from registration. Registration does not imply a certain level of skill or training.