After an initial consultation, the planner and client will choose one of three ways in which to work with Evard & Associates Financial Advisors, PLLC. Each program is customized to meet an individual’s needs and is based on the complexity of the situation.

There is no fee for an initial consultation.

Fee for Plan

This program is designed for clients who wish to handle their own investments, but would like the guidance of a financial plan to assist them in making decisions. A financial plan covers numerous topics, including, but not limited to; Retirement, Education Planning, Estate Planning, Short-term Needs, Insurance and Investment Planning.

Depending on the complexity of the plan, prices range from $350 to $2000. Half the fee is paid in advance, the rest upon presentation of the plan.

Retainer/Hourly

Evard & Associates Financial Advisors, PLLC is available on a retainer basis for consultation whenever a client sees fit. Regular statements are reviewed by the firm so that Evard & Associates Financial Advisors, PLLC is in constant knowledge of a client’s investment and/or business interests. The retainer is usually half the fee for a plan and is paid quarterly at the end of the quarter.

A client also has the option of paying an hourly rate for advice. The negotiable fee is up to $300 per hour, depending on the complexity of the situation and is paid after the consultations.

Asset Management

This program is for clients who would like Evard & Associates Financial Advisors, PLLC to manage their accounts and investments. The annual negotiable fee ranges from ½ of 1% to 2%, depending on the size and complexity of a client’s account. The fee is paid quarterly, at the end of each quarter. Clients may terminate at any time in writing.