Join the Waiting List
At Rooted Planning Group, our planners—Amy Irvine, Kate Welker, and Becky Eason—are currently at full capacity. We invite you to join our waiting list by completing the form below so we can reach out as soon as availability opens. If you need assistance right away, we encourage you to let us know, and we’ll be happy to recommend one of our trusted colleagues who can support your financial planning needs in the meantime.
Sample Fee Schedule and Complexity Factors
SAMPLE
Required Annually — Core Plan
Always Included✓ The following services are included in your core financial planning engagement.
Life Transition Planning
Included
Overall Plan Health Review
Included
Cash Flow Analysis and Planning
Included
Investment Strategy Planning & Asset Allocation Review
Included
Core plan annual fee
$1,900
Additional Services
Required Phase 1 · Optional Phase 2Retirement Income Planning
$275
Tax Planning
$375
Home, Auto, Umbrella Risk Analysis
$250
Life and Disability Risk Analysis
$250
Estate Analysis
$300
Complexity Factor
0.50
A complexity adjustment is applied based on the overall scope and intricacy of your financial situation. Your advisor will determine the final factor at your meeting.
Moderate complexity: adjustment added to subtotal
Estimated Fee Summary
Core Plan (Annual)
$1,900
Subtotal
$1,900
Complexity Adjustment (0.50×)
$950
Financial Planning Total
$2,850
SAMPLE ESTIMATE
Not a final quote — subject to advisor review