Our rates
We offer an hourly rate for issue-based advice and a flat rate for comprehensive financial planning. We also offer two retainer services for our financial planning clients who desire ongoing guidance and support throughout the year.
Hourly rate
The hourly rate for issue-based advice is $200 per hour. Fees typically range between $400 and $800 per case. We provide a cost estimate before work begins. You will never be billed for unproductive time.
Flat rate
Flat rates for comprehensive financial planning typically range between $1,800 and $4,000, based on complexity. Some cases are more and some are less. Firm pricing is quoted and due before work begins.
Retainer services
Two retainer services are available on a prepaid, annual basis. The OnCall10 service provides up to 10 hours of annual support for $1,500. The OnCall20 service provides up to 20 hours of annual support for $3,000.
View our Form ADV HERE
Contact
➤ OFFICE ADDRESS
86 Follensbee Road
Enfield, NH 03748
➤ by appointment only
Monday - Friday
9AM - 4:30PM
For your convenience, appointments held at your home or workplace. Video conferencing also available.
☎ Email & PHONE
David@sugarhilladvisors.com
603.286.0639