Transparent Pricing for Unbiased Financial Guidance

At Datapoint Financial Planning, we believe that quality financial advice should be accessible to everyone—regardless of income, net worth, or portfolio size. That’s why we offer a simple, transparent ‘Fee-Only’ hourly pricing model. 

services

$300

per hour

Quoted as a flat fee based on estimated hours to complete your project

Hourly Financial Planning

Expertise by the Hour, Value for a Lifetime. With Datapoint Financial Planning, you pay only for the advice you need, when you need it—ensuring that expert financial guidance is accessible to everyone.

Only Pay For the Time You Need

Your financial goals are unique, so why pay for a one-size-fits-all plan? With Datapoint Financial Planning, you're in control, paying only for the targeted advice that suits your individual needs.

No Asset Management Fees

Why should the cost of financial advice grow just because your portfolio does? At Datapoint Financial Planning, we've eliminated asset management fees to ensure that you keep more of your hard-earned money.

The price you pay for financial advice should not depend on income, net worth, or the size of your portfolio. Rather, the price should reflect the advisor’s expertise combined with the time spent on your project. The hourly model means you get the same level of service and expert financial advice, regardless of your net worth.

Did You Know?

Most fee-only firms charge asset management fees (better known in the industry as “AUM” fees, which is short for “Assets Under Management”). Furthermore, the AUM fee is almost always a percentage of your assets…meaning the more money they manage for you, the more you pay.

I cannot justify charging one client twice as much as another simply because the portfolio is twice the value.

Should you pay more simply because you’ve been good at building wealth? Certainly not!

Twice the portfolio DOES NOT EQUAL twice the work

In fact, net worth is a very poor indicator of the amount of work involved in developing your financial plan and investment strategy.

Hourly planning compensates the advisor ONLY for the time spent on your project rather than on the value of your assets.

Should you pay more simply because you’ve been good at building wealth?

Certainly not!

Should you be excluded from professional financial advice simply because you don’t yet have enough assets to be managed?

Again certainly not!