As my practice has grown, I've had to raise my minimum fees to $13,000/year for comprehensive advisory, which scales up with complexity and is dependent on situation (AUM vs Flat Fee)

That includes (but is not limited to) the following:

Financial Planning

-Goal setting & accountability

-Values-based financial planning

-Insurance planning

-Estate planning

-Cash flow planning

-Charitable giving

-Retirement planning

-Tax planning

-Education saving

-Large purchases

-Sale of business

-Intra-family financial matters

-Company equity strategy

Portfolio Management…