Andrew Marshall Financial Planning
Fiduciary Hourly Fee-Only Financial Planner
Phone: +1 (760) 651-6315
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Flat Fee and Hourly Services
We offer several different project types. For retirement or withdrawal plans, we charge a flat fee the first time we work together. Future updates to those plans are billed hourly. Other project types such as investments only, retiree maximum spending calculations, or customized questions are billed at the hourly rate of $360/hour.
Flat Fee Retirement Planning
Our standard retirement plan includes the following work. Review current financial standing (net worth, income, spending, assets, liabilities). Use financial planning software to project possible retirement timeline, asset values, and safe spending level in retirement. Review and reallocate all investment accounts intoRead more
Flat Fee Withdrawal Planning
Our standard investment withdrawal planning project includes the following items. Review current financial standing (net worth, income, spending, assets, liabilities). Use financial planning software to confirm projection of retirement success. Determine maximum safe annual spending level in retirement. Review and reallocate allRead more
Retirement Plan Fee Levels
Basic
$2,900
- Single person, few investment accounts.
Standard
$4,400
- More accounts, more decisions.
More Complex
$5700
- Standard plus additional items.
Withdrawal Plan Fee Levels
Basic
$3,600
- Single person, few accounts.
Standard
$5,500
- Multiple decision coordination.
More Complex
$6,800
- Beyond standard complexity.
For comparison, a typical AUM financial advisor charges 1% of investment assets. That means someone with $1 million dollars of investments pays fees of $10,000 each and every year. A $2 million dollar portfolio would be $20,000/year, etc. You can do the calculations for your own portfolio size.