At Huebner Financial Planning, we believe fees should be simple, transparent, and fair. Because every client’s situation is unique, the cost of planning may vary. Examples below represent what most clients can expect. These are average fees. Actual pricing may vary depending on the complexity of your financial situation, depth of analysis, and the scope of services provided.
Ongoing Financial Planning
For clients who want an advisor by their side year-round, we provide ongoing financial planning. This includes regular check-ins, proactive strategy updates, and continuous monitoring of your full financial picture. This structure works well for families who want a long-term relationship and ongoing accountability as life, tax laws, and markets change.
Average Fee: $1,500 per quarter ($6,000 annually)
Project-Based Financial Planning
For clients seeking one-time or limited-scope advice, we also offer project-based financial planning. This option delivers a comprehensive financial plan without ongoing engagement. This option is ideal for those who want a detailed roadmap and are comfortable implementing recommendations on their own.
Hourly Rate: $300 per hour
Average Comprehensive Project Fee: $6,000
Huebner Financial Planning can provide advice and financial plans regarding many topics, including but not limited to:
Income and Expenses |
Employee Benefit Maximization, Complex Tax Planning, Emergency Fund, Cashflow Management, Productive Debt, Consumer Debt, Credit Score |
Insurance and Estate Planning |
Life, Disability, Health, Property & Casualty, Liability, Long-Term Care, Estate Planning Considerations |
Saving and Investing |
Vehicle Savings, Home Purchase, Education Savings, Taxable Savings etc.; Asset Allocation, Portfolio Suitability and Review |
Retirement |
Overall Projections, Social Security Strategies, Retirement Savings & Withdrawal Strategies, Retirement Accounts |
Giving and Enjoying Life |
Charitable Giving, Volunteering |
Small Business |
Retirement Plans, Farmer/Ranchers, and Entrepreneurs |