Investment Advisory Fees

Lutz Financial’s annual investment advisory fee is generally based on a percentage (%) of the market value of the assets placed under our management, as follows: 

Financial Planning Fees

Lutz Financial provides financial planning on a stand-alone fee basis. Our planning fees generally range from $2,000 to $5,000 on a fixed fee and hourly rate basis, with the amount depending on the services required and the professional providing them.

Recommended Investment Amount

We believe that our ongoing investment advisory services are most appropriate for clients placing at least $1,000,000 under our management. We may allow flexibility and will evaluate each relationship as necessary.

Please see our ADV Part 2A and ADV Part 2B for more details.