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Financial Planning Packages


Explorer Plan

A journey begins here

Get organized and set a course for your financial future

Excursion Plan

A short journey for pleasure

A comprehensive approach to fully evaluate your finances

Expedition Plan

A longer journey for a purpose

 Take complete control of your financials and build your legacy

Meetings: Annual

Meetings: Annual

Meetings: Annual


  • Investment Analysis
  • Retirement Planning
  • Beneficiary Assessment
  • Social Security and Medicare Planning
  • Goals and Values Discussion
  • Behavioral Financial Coaching
  • Online Experience
  • Risk Analysis

EXPLORER Plus:

  • Net Worth Statement
  • Detailed-Cash Flow Planning
  • “What if” Scenarios
  • Multiple Goal Analysis
  • Education Planning
  • Insurance Analysis
  • Roth Conversion Review
  • Basic Estate Planning

EXPEDITION Plus:

  • Wealth Transfer Scenarios
  • Family Financial Education
  • Stock Option Analysis
  • Charitable Giving
  • Business Planning
  • Income Tax Planning
  • Advanced Estate Planning

 Initial Plan: $1,050 (3 hours)

Ongoing Planning: $100/month

 Initial Plan: $2,100 (6 hours)

Ongoing Planning: $150/month

 Initial Plan: $3,150 (9 hours)

Ongoing Planning: $250/month

**Credit Card Payments Accepted**

Build Your Own Financial Plan

While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer a la carte planning services at $350/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above, or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work.

Investment Management Services

Portfolio Review

Time Horizon Analysis

Investment Selection – Portfolio Optimization

Risk Tolerance

Rebalancing

Asset Allocation

Gain/ Loss Harvesting

Research



Account Value

Investment Management Fee

$750,000 - $1,249,999

1.20%*

$1,250,000 - $4,999,999

1.08%*

$5,000,000 - $9,999,999

0.88%*

$10 Million Plus

0.68%*


Advisory account clients pay an annualized fee (“Account Fee”) for services rendered by Vintage Financial Partners. The Account Fee is based on the value of assets in the account, including cash holdings, and is payable quarterly in advance.  The initial Account Fee is due at the beginning of the quarter following account inception and will include the prorated fee for the initial quarter in addition to the standard quarterly fee for the upcoming quarter. Account Fees will be assessed at the beginning of each quarter based on the account value as of the close of business on the last business day of the preceding quarter. Additional deposits and withdrawals will be added or subtracted from portfolio assets on a prorated basis to adjust the Account Fee.  Some transaction fees are passed on to our clients and could be higher in the first year as our strategy is implemented.

*Clients engaged in the planning process are eligible for an investment management discount of up to 0.10%. Cost transparency is very important to us. We want our clients to understand the rate they’re paying. This is an approximate breakdown of the expenses you can expect to pay when working with us. Hedge Fund, Private Placement, REIT, BDC and other alternative class investment fees will differ.

* The fee schedule above is for new individual clients of Vintage Financial Partners who meet the minimum asset management requirement and who are assigned an advisor to assist them with financial planning and investment management objectives. This fee schedule is not necessarily in place for institutional/401(k) management or other ancillary business areas.