Financial Planning Fees

• $5,000 Fixed Fee Basis
• $200-$500 Hourly Basis

Wealth Management Fees

• Annual fee based upon assets under management, paid quarterly: 

*Lutz Financial maintains a minimum asset level of $500,000. Balances below the minimum assets are subject to a minimum fee of the lesser of $5,000 or 1.5%.

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