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EarnestPlanning

Pricing

One fee. Everything included.

1.00% of assets we manage, with a $5,000 annual minimum, billed monthly. That’s the whole pricing page. The details are below.

1.00%

of assets managed · $5,000 annual minimum · billed monthly

Blended fee schedule

Tiers are blended: every dollar is charged at its band’s rate, so your effective rate drops as you grow.

Assets under management
Annual rate
First $1,000,000
1.00%
Next $4,000,000
0.50%
Above $5,000,000
0.30%

What that looks like

Managed assets
Approx. annual fee
$250,000
$5,000 (minimum)
$500,000
$5,000
$750,000
$7,500
$1,500,000
$12,500
$3,500,000
$22,500
$7,000,000
$36,000

What’s included

Comprehensive financial planning
Investment management at Altruist
Tax planning, with CPA tax preparation included
Estate planning coordination, initial documents included
Equity comp strategy (RSU/ISO/ESPP)
Insurance & benefits review
Home purchase & mortgage analysis
Childcare & 529 planning

Initial estate documents are prepared through an independent partner platform, and tax returns are prepared by an independent CPA matched to your situation. We coordinate both; we don't provide legal advice.

How billing works

Fees are calculated on your average daily balance and drawn monthly from your Altruist account. No invoices, no surprise charges. Cancel anytime.

The complete fee schedule, billing terms, and conflicts of interest are described in our Form ADV Part 2A.

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