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The Cost

At Afflora Financial Life Planning, I offer a simple and transparent flat fee depending on your investment portfolio size. It is designed to be easy to understand and put your interests first.

Unlike many other financial advisors, my compensation is not dependent upon the investments that I recommend. I am paid the same regardless of how you're invested. 

The annual ongoing flat fee is as follows:

  • First $500,000 = 1.50%
  • Next $500,000 = 1.25%
  • Next $1,000,000 = 0.75%
  • Next $2,000,000+ = 0.50%

As far as the competition, good luck finding their fees even listed on their website.