What is FEE ONLY FINANCIAL ADVICE?

At Drexel & Co. Financial Planning, we adhere to a principle that aligns closely with my own investing philosophy: transparency and integrity. As a fee-only financial planning firm, our sole focus is on your financial success. We are compensated exclusively by our clients, ensuring that every piece of advice we offer is unbiased and in your best interest.

Our Fee-Only Structures:

Hourly Fee Financial Planning

• Description: Pay for the precise time we dedicate to your financial strategy.
• Ideal For: Clients needing targeted advice or periodic financial check-ups.
• Example: $350 per hour for personalized financial planning services.

Flat Fee Financial Planning

• Description: A clear, predetermined amount for specific financial services or projects.
• Ideal For: Comprehensive financial plans, one-time financial reviews, or special financial projects.
• Example: $3,000 for a thorough, all-encompassing financial plan.

Retainer Fee Financial Planning

• Description: A regular, recurring fee for continuous access to our financial expertise.
• Ideal For: Clients seeking ongoing financial planning and continuous support.
• Example: $500 per month for reliable financial guidance and support.

Assets Under Management (AUM) Fee

• Description: A percentage of the assets we manage on your behalf.
• Ideal For: Investment management integrated with comprehensive financial planning.
• Example: 1% annual fee on assets under management. For $500,000 in assets, the fee is $5,000 per year.

Subscription Fee Financial Planning

• Description: A regular, monthly fee for our ongoing financial services.
• Ideal For: Clients preferring predictable, lower monthly costs. Clients who need help with budgeting
• Example: $100 per month for continuous, customized financial advice.

Why Choose Drexel & Co. Financial Planning?

• Transparent Financial Planning: Like a good investment, our fees are straightforward and transparent.
• Unbiased Financial Advice: Our compensation comes solely from you, ensuring our advice is dedicated to your financial growth.
• Client-Centered Financial Services: We prioritize your financial well-being, tailoring our services to meet your unique needs.

At Drexel & Co. Financial Planning, we believe in the long-term value of transparent, fee-only financial planning. Our commitment is to help you build a strong financial foundation with clear, unbiased advice.

Contact Drexel & Co. Financial Planning today to schedule a consultation and take the first step towards a secure and prosperous financial future.

Drexel & Co. Financial Planning – Your Partner in Transparent Financial Success.