Financial Planning Fees

Our financial planning approach paired with asset management advice is great for the person who is looking for help with their financial path and anything that pops up along the way.  We’ll help you with whatever’s on your list of financial priorities. We essentially help you with the “ins and outs” of your finances!

Our two tiers of financial planning services include:

Comprehensive Planning

Starting at

$125/mo

$500 Enrollment Fee

Billed Annually

Comprehensive Financial Analysis

Financial and Life Goal Prioritization

Net Worth Evaluation

Cash Flow Assessment

Employer Benefits Review

Personalized Savings Strategies

Protection Planning

Tax Planning Diversification Advice

Holistic Portfolio Review

Financial Analysis of Career Transitions

Retirement Planning Projections

Education Funding Strategies

Three Client Review Meetings Per Year

Ongoing Access to the Merino Wealth Team

Business Financial Planning

Advanced Tax Planning Techniques

Executive Benefits Assessment

Joint meetings with your accounting, tax, and legal counsel

Advanced distribution strategies

Planning for “out-of-the-box” goals such as a business purchase, early retirement, or extended career break

Advanced Planning

Starting at

$250/mo

$1000 Enrollment Fee

Billed Annually

Comprehensive Financial Analysis

Financial and Life Goal Prioritization

Net Worth Evaluation

Cash Flow Assessment

Employer Benefits Review

Personalized Savings Strategies

Protection Planning

Tax Planning Diversification Advice

Holistic Portfolio Review

Financial Analysis of Career Transitions

Retirement Planning Projections

Education Funding Strategies

Three Client Review Meetings Per Year

Ongoing Access to the Merino Wealth Team

Business Financial Planning

Advanced Tax Planning Techniques

Executive Benefits Assessment

Joint meetings with your accounting, tax, and legal counsel

Advanced distribution strategies

Planning for “out-of-the-box” goals such as a business purchase, early retirement, or extended career break


Asset Management Fees

We have found that our approach of financial planning with asset management works best for our clients.  When we work together we’ll review your entire portfolio and will help you transfer your accessible accounts to Merino Wealth. Through account consolidation to Merino Wealth, we’ll streamline your strategies and continue to build your wealth together.  

Asset Management

Starting at

1%of acct value

Billed Annually

Personalized Portfolio Recommendations

Account Consolidation Advice

Account Establishment Guidance

Coordination with Contra Firms

Tax Planning Advice on Transactions

Streamlined Deposits and Withdrawals

Recommendations on Liquidations and “In Kind” Transfers

Online Account Access

Ongoing Access to the Merino Wealth Team