What Does a Fee-Only Financial Advisor Cost?

Use our calculator to see exactly how our fee-only structure applies to your portfolio and financial planning needs.

Fee Only

No Commissions

Fiduciary

Acting in your best interest

How we're different

Monroe Wealth Management

  • Fee only advisor with transparent pricing
  • No product sales, no conflicts, no quotas.
  • Small client roster, undivided attention.
  • Fiduciary standard. We are legally obligated to act in your interest.

Non-Fee-Only Advisors

  • Non-transparent pricing. Hidden cost reduce your returns
  • Product sales, hidden commissions, conflicts of interest.
  • Large client books, divided attention.
  • Suitability standard only. No legal obligation to act in your interest.

For clients with managed assets greater than $1,000,000

Assets Under Management

Annual Fee

$1,000,000- $2,000,000
Flat 0.9%
$2,000,001 - $3,000,000
Flat 0.8%
$3,000,001 - $4,000,000
Flat 0.7%
$4,000,001 - $5,000,000
Flat 0.6%
$5,000,001 - $10,000,000
Flat 0.5%
Over $10,000,000
0.25%

For clients with managed assets below $1,000,000

$2,500 Quarterly Fee

What these fees unlock

  • Comprehensive financial planning
  • Investment management advice and services
  • Tax planning strategies
  • Equity compensation guidance
  • Estate planning coordination
  • Regular review meetings and ongoing support

Who we serve

Ready to turn your estimate into a plan?

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