Pricing
Our pricing is simple and easy to understand. As a company that does not accept commissions or kickbacks from anything we recommend that you do, the fee that you pay is our only compensation. Our best clients are financially savvy clients that want to create and implement a roadmap to financial freedom, live out their dreams, goals, and leave a legacy for those they care about the most.
Investment Mangement Fee:
Financial Planning Fee:
Redeem Wealth's financial planning fee ranges from $500 - $10,000 per year, based on financial planning complexity, with our average financial planning fee being roughly $3,600 - $6000 per year. This is a one year planning engagement that can then be converted to an ongoing planning engagement in year two, with the option to pay the fee monthly. Each client’s fee will be disclosed to them in their proposal and client agreement based on their personal situation. In year two, Redeem Wealth will send an updated client agreement with the monthly ongoing planning fee to continue the planning engagement.
Redeem Wealth offers personal and business tax planning, preparation, and filing services that start at $400 (can be discounted for financial planning and investment management clients). The average fee for personal tax planning and return filing is roughly $600, and the average fee for small business returns is $1,500.