Barnett Financial Planning
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For Financial Planning Services
Our basic rate for financial planning is $200 per hour. A limited engagement addressing only one specific
issue may take as few as three hours including the initial visit, the research and analysis, and the final case
presentation. Alternatively, a full financial plan encompassing all aspects of financial planning (cash flow
and budgeting, investments, retirement, insurance, taxation, estate planning, and education funding) could
involve 15 to 20 hours of work or more, depending on the complexity of the case. Each client presents with
their own special circumstances, so it is impossible to accurately quote a fee without first meeting with the
client to discuss their particular needs. Barnett Financial Planning offers a free, one-hour “Get Acquainted”
meeting so that we may get to know the client’s goals and objectives and how we can help the client
achieve them. Of course, a written fee estimate will be delivered prior to commencing any work.
For Asset Management Services
For ongoing asset management, our fees are charged as a percent of assets-under-management (AUM)
according to the following fee schedule:
Annual
Asset value range Fee (%)
$0 to $1,000,000 1.00%
$1,000,001 to $2,000,000 0.75%
Above $2,000,001 0.50%
Fees are assessed quarterly on a pro-rata basis.
Our basic rate for financial planning is $200 per hour. A limited engagement addressing only one specific
issue may take as few as three hours including the initial visit, the research and analysis, and the final case
presentation. Alternatively, a full financial plan encompassing all aspects of financial planning (cash flow
and budgeting, investments, retirement, insurance, taxation, estate planning, and education funding) could
involve 15 to 20 hours of work or more, depending on the complexity of the case. Each client presents with
their own special circumstances, so it is impossible to accurately quote a fee without first meeting with the
client to discuss their particular needs. Barnett Financial Planning offers a free, one-hour “Get Acquainted”
meeting so that we may get to know the client’s goals and objectives and how we can help the client
achieve them. Of course, a written fee estimate will be delivered prior to commencing any work.
For Asset Management Services
For ongoing asset management, our fees are charged as a percent of assets-under-management (AUM)
according to the following fee schedule:
Annual
Asset value range Fee (%)
$0 to $1,000,000 1.00%
$1,000,001 to $2,000,000 0.75%
Above $2,000,001 0.50%
Fees are assessed quarterly on a pro-rata basis.
OUR FEES
Whether you're big or small...
...We do financial planning for all
...We do financial planning for all
1442 Irvine Blvd., #212
Tustin, CA 92780
714.731.6300
David@BarnettFinancialPlanning.com
Tustin, CA 92780
714.731.6300
David@BarnettFinancialPlanning.com
freeimages.co.uk
OFFICE HOURS:
M - F 9AM - 6PM
SAT 9AM - 1PM
M - F 9AM - 6PM
SAT 9AM - 1PM
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