Our pricing structure
There are many great financial planners out there. Many of them charge a “percentage fee” based on the assets they are managing on your behalf (i.e. 1% for the first $1M, 0.8% for the second $1M). So, the annual fee you pay for their services will be based on the size of your portfolio. That fee you pay will be different, and maybe very different, than the fee the next client pays for relatively the same service.
Can you name another service provider you work with that charges you based on how much money you have?
At Oakton Financial, we work with two types of clients: Accumulators and Pre-Retirees/Retirees. All Accumulators pay the same price, regardless of portfolio size and all Pre-Retirees/Retirees pay the same price regardless of portfolio size. It’s a true fee-for-service business model.