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Transparency Is the Key to Trust


As a fee-based firm, we want to be honest in what we offer. That’s why we’re open and transparent when it comes to our services and what we charge.


Our Fees


Financial Plan

Minimum Investment Assets

Base
$250
$125$50,000
Core$1,000$250$500,000
Advanced$2,000$500$1,000,000



Base Services Development fee has no reduction – The Core and Advanced Services Fee has the *Plan development fee reduced by $500 with client authorization to utilize eMoney or Fiserv electronic account date submission

The financial planning fees (fees) described above may increase or decrease depending upon the complexity Of your individualized financial plan or the assets upon Which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event Of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.