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PRICING
Financial Planning
Designed Around You
Financial Planning
Planning Is Always
Included
With or Without AUM
Whether we manage your investments or not, financial planning is an integral part of the Next Pronto experience. It's the foundation for your goals, finances, and long-term success in the financial game of life.
AUM PLANNING
Investment Management
Built Into Your Plan
For clients seeking ongoing investment management, we offer a transparent, tiered fee based on your assets under management (AUM).
ASSETS UNDER MANAGEMENT | ANNUAL ADVISORY FEE |
|---|---|
$0 - $50,000 | USD $699 |
$50,001 - $65,000 | 1.50% |
$65,001 - $80,000 | 1.25% |
$80,000 and Above | 1.00% |
Choose the level of planning that best fits your needs:
$739
per year
Additional Services
Need something more specific?
Additional planning services can be added to any package for
Tax Planning
Investment Planning
Insurance Planning
Student Loan Planning
and More
$35 per month, per service
Looking for one time guidance? Hourly consulting is also available. Let us know in the form below.
Get in Touch
Let's Start the Conversation
Have questions or want to learn more? Fill out the form and we'll be in touch shortly.
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