Pricing

Flexible services and pricing built around your unique financial needs — from comprehensive planning to focused, one-time support.

Ways to Work Together

At MADE, we offer a variety of services and pricing options to fit your unique financial needs. Our comprehensive financial planning services are available through both an assets under management model and a subscription model, providing flexible support for clients looking for ongoing guidance.

For those interested in more focused support, we also offer financial coaching, designed to empower you with the tools and knowledge to navigate financial decisions independently. Additionally, we provide one-time financial plans and project-based planning for specific financial goals or milestones.

Whether you’re seeking comprehensive planning or a single solution, our approach is built around clarity, confidence, and a commitment to your financial success.

Comprehensive Financial Planning

Our financial planning services are designed to provide a comprehensive and personalized approach to achieving your goals. The cost for these services ranges from $3,000 to $12,000, depending on the complexity of your plan.

Investment Management

We pride ourselves on offering investment management services with fees that are below the industry average. This allows us to provide exceptional value while helping you grow your wealth. These fees will offset or even eliminate the cost of our comprehensive financial planning services, making it an integrated solution.

Assets Under ManagementAnnual Advisory Fee

$0 – $499,9991.00%

$500,000 – $999,9990.90%

$1,000,000 – $1,999,9990.75%

$2,000,000 – $2,999,9990.60%

Above $3,000,0000.50%

Subscription-Based Financial Planning

Subscription-Based Financial Planning is for clients who want ongoing, personalized financial advice without investment management. Pricing starts at $250/month.

Project-Based Financial Planning

We also offer project-based financial planning services at an hourly rate of $300, providing flexible, targeted support for your specific needs.

Financial Coaching

We offer personalized financial coaching sessions at $500, which include two one-hour meetings designed to help you gain clarity on your financial goals and develop actionable strategies for success.

Not sure which fits?

Book a free introductory call and we’ll help you find the right level of support.

Schedule a Free Call