facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

An Overview of Our Fees

How Our Fees Work

Our fees are split up into startup (one-time fee) and ongoing (monthly fee) tasks. Fees for startup and ongoing tasks depend on the work involved and are determined on a case-by-case basis. One of the differences between C. B. Bond Financial Planning and other firms is that our fixed dollar fees combine both financial planning and investment advice/management. There is no separate asset management fee.

Factors That Can Determine Fees

  • Number and types of investment accounts, e.g. employer plans, IRAs, taxable investments, college savings, inherited accounts or savings accounts
  • Complexity related to items such as employer stock, stock options and restricted stock, business ownership, debt management, pensions, annuities, life insurance and multiple earners
  • Income and net worth

Range of Fees

For Typical Values of Net Worth

Your actual fee may be in this range, higher or lower depending on the specific factors above.

Net Worth

Typical Fee For Startup Tasks

Typical Monthly Fee For Ongoing Tasks Ongoing Tasks

Up to $500,000

$1,500 to $3,000

$200 to $300


$2,000 to $3,500

$250 to $375


$3,000 to $5,000

$300 to $425


$4,000 to $6,000

$350 to $500


$5,000 to $7,500

$425 to $625


$6,000 to $10,000

$500 to $750

Above $5,000,000



How Can We Help?

If you have any questions about how our fees work or if it makes sense to work together,
feel free to schedule an initial chat with us to discuss a bit more.

Schedule an Appointment