Fee Structure

Our fee structure is separated into two parts:

  1. Financial Planning

  2. Investment Management

Financial Planning Fees:

  • Client Type: Getting Started Financial planning fee starts at $2,500. Planning ranges from $2,500 to $3,500 for the year based on complexity.

  • Client Type: Preparing for Retirement Financial planning fees start at $3,500. Planning fees range from $3,500 to $6,500 for the year based on complexity. 

  • Client Type: Making a Life Transition Financial planning fees start at $3,500. Planning fees range from $3,500 to $6,500 for the year based on complexity. 

Investment Management Fees:

For the investments Aspire manages for you, we charge:

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**We do not charge fees on accounts held outside our custodian (Pershing, LLC). Examples are 401(k)s, 403(b)s, Pensions, Annuities, or any employer-based retirement accounts.

Our Fee Philosophy

Your planning fee is:

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Based on our fiduciary commitment to you. That is, we always do what’s in your best interest. Period.

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Based on the amount of time we put into your particular plan.

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Completely transparent – you know exactly what you’re paying for.


Why do we charge a separate fee from our investment management?

Our core philosophy is based on our belief that financial planning should always come before financial decisions are made and committed to. We want to build deep, working relationships with our clients who share our desire to pursue better financial outcomes, not based on simply making more money, but making wise, long-term financial planning decisions.   

We’ve witnessed our client-focused advice help many of our clients thrive by helping them think differently about their financial lives, so they may pursue long-term goals without the daily worry of “will we be OK?”