Straightforward Pricing. Transparent Value.

Why Flat Fee Planning Matters

Traditional advisors often charge one percent or more annually on your invested assets, adding up to over one hundred thousand dollars on a one-million-dollar portfolio in just ten years. These portfolios frequently track the market through cookie-cutter diversification or are placed in omnibus accounts managed alongside hundreds of others, creating layers of fees with limited oversight or accountability.

Flat-fee planning eliminates those conflicts. You pay once for independent strategy, education, and personalized design—not a lifetime percentage for delegated management.

Traditional Advisor

1% fee on $1,000,000
$100,000 over 10 years

Our Flat Fee Approach

Flat fee of $2,500/year
$25,000 over 10 years

Pricing

*All plans are delivered under the 9Dot Wealth flat-fee model — transparent, independent, and designed to align planning depth with each client’s needs.

Foundational Plan

$750/yr

For clients seeking clarity and confidence in retirement income and core financial organization.

  • Gain clarity on retirement income, RMDs, and core organization.
  • Build a solid base for long-term confidence and financial control.

Comprehensive Plan

$1500/yr

For clients seeking a deeper, fully integrated approach to complete financial planning.

  • Everything in Foundational Plan
  • Tax-efficient income and withdrawal strategies
  • Multi-account coordination for optimized performance
  • Customized scenario modeling for plan sustainability

Full Strategic Guidance and Support Planning

$2500/yr

For clients seeking advanced and continuous strategic guidance for long term planning.

  • Everything in Comprehensive Plan
  • Income sequencing and tax-smart distribution strategies
  • Annuity and insurance optimization for long-term security
  • Estate and tax coordination for multi-generational wealth
  • Ongoing strategic guidance for complex financial goals