We believe in transparency and honesty every step of the way in your financial planning journey. Use the calculator to estimate your fee.

Financial Planning Fee Calculator | Horizon Financial Planning LLC | Fee-Only CFP

Fee Calculator

Horizon Financial Planning LLC - Transparent, Fee-Only Financial Planning

Select Your Planning Structure

Hourly Consultation
$300/hour
Perfect for specific questions or targeted financial planning needs. Pay only for the time you need.
One-Time Financial Plan
$2,500 base
Comprehensive financial plan creation with implementation guidance. Limited to four follow-up meetings within 12 months after plan delivery.
Continuous Comprehensive Financial Planning
$3,600/year base ($300/month)
Ongoing financial planning and guidance with as many follow-ups and updates as you like. Includes quarterly check-ins.
Asset Management
Tiered Fee Structure
On-going investment management for your portfolio. Clients with portfolios over $500,000 get Continuous Comprehensive Financial Planning at no additional cost.

Select Additional Planning Service:

Add Hourly Consultation ($300/hour)
Add One-Time Financial Plan ($2,500 base)
Add Continuous Planning ($3,600/year base)

Planning Complexity & Discounts

What type of equity compensation do you have?
What is the complexity of your student loans?

Estimated Annual Fee

$0

Would you do better with an asset-based price?

Input your transferable portfolio amount to find out.

Schedule Your Initial Consultation

Note: This is HFP's fee only. Small additional costs from custodians and investment instruments may be in addition to this number but will be disclosed. Final fees may vary based on the complexity of your situation and specific needs. Will Nunn, CFP® will discuss exact fees during your initial consultation.