Plans & Pricing
Paul M Williams LLC is a Fixed Cost firm. I am paid directly by my clients for my services. I do not receive any compensation, commissions, or any other financial incentives from brokerages, banks, insurance companies, or other financial service providers. My advice is free from potential conflicts of interest that such outside compensation may induce.
TRANSPARENT
My monthly, ongoing, fees are on a sliding scale. This fee structure exists to help make services more affordable for people living at a lower income level. For those seeking consultation on an only as-needed basis, I will simply track my time and bill per hour. In that case, I will provide a time estimate at the outset of an engagement and will touch base with you as we go so there are no surprises.
ONGOING WORK
After completing a financial planning engagement, you may wish to work together on a regular basis to monitor the implementation and ongoing status of your financial plan, or to receive periodic investment advice. We can pro-rate the previously paid hourly rate into the new current monthly rate.
AN INVESTMENT IN YOUR FUTURE
Financial Planning is truly an investment in your future. While a monthly or hourly fee may seem more costly up-front than a percentage of assets under management, in the long term it can be far less costly. With most AUM's fees starting at 1%, these fees can be surprisingly costly when assets are over $10,000.
Salary Under $50K
10$Every monthÂSalary $50K to $100K
25$Every monthÂSalary 100K to 170K
40$Every monthÂSalary Over 170K
60$Every monthÂ