Estimate Your Planning Fee
Explore the estimated cost of a financial plan based on your goals and financial situation. Your final scope and fee will be confirmed before you decide to proceed.
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1. What would you like help with? Select the areas you would like to discuss. Related topics may be addressed together in your plan.
Don’t see what you’re looking for? That’s okay. Your specific needs can be discussed during your initial conversation.
2. Tell us about your financial situation Select any that apply. You can leave this section blank.
3. Approximate total assets Include investments, retirement accounts, real estate, and your share of business interests, before subtracting debts.
Estimated one-time planning fee
Select your goals
Choose at least one planning area to see your estimated fee range.
Discuss Your Plan View Retirement Plan Preview → Reset selections This is an illustrative estimate, not a quote. The final fee depends on the agreed scope, complexity, and analysis required. Investment management is a separate service with its own fees. Estate planning refers to review and coordination; legal documents and tax preparation are not included. Your selections are not submitted or saved by this calculator.
Start with a conversation
Discuss your financial goals and how Kennedy can help you make informed financial decisions.
