* Clients must meet asset minimums to qualify for these services at no additional cost. Current clients below minimums or who engage with our other planning services qualify for a discounted tax preparation rate.
Plans & Pricing
Choose the plan that fits your goals.
AUM
Investment Management & Financial Planning
Our Most Comprehensive Option
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Tax Preparation & efile*
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Trust, will, and other estate docs*
Pricing
1.10% annually
breakpoints available
Ongoing Financial Planning
Our ongoing financial planning only service provides an initial upfront comprehensive financial plan plus ongoing planning meetings every year.
Pricing
Starts at $1500 upfront
+ $250 a month
pricing varies based on the scope of work.
One Time Financial Plan
A comprehensive financial plan for those seeking a one time engagement with us. Additional hours available at $300/hr.
Pricing
Starts at $3000 upfront
pricing varies based on the scope of work.
Hourly
Financial Planning
Focused Financial & Tax Planning to address specific financial planning issues and topics.
Pricing
$300 per hour
Minimum two hours
Tax Preparation
& efile
Paid via a separate tax prep free, or included with AUM*, talk to your Advisor to learn more. RigdenTax.com
Pricing
Starts at $750