Your story, your needs, and your goals aren't the same as anyone else's. Your financial strategy shouldn't be either.
We have two primary services that clients hire us for: Financial Planning and Investment Management. Choose from one of the packages below to customize your experience with us.
Financial Planning and Investment Management
Limited
Limited Scope Financial Plan
$49/mo
Right for those getting started in life or on maintenance between Premier Plans. Minimum 1-hour billable time for new planning clients.
This Plan includes:
- Client Planning Portal set-up and access
- 1+ planning meeting per year
- Reduced Investment Management fee
- If also managing investments: Investment Portal set-up and access (for cashiering, performance, documents, etc.)
- 529 College Savings plan set-up
- Annual Investment Analysis Report
- You may choose one of the following topics per year for additional analysis: investments, retirement, education, Social Security, debt, stock option analysis, or specific goal planning.
- For additional analysis work, Zach bills at $275/hour and Will at $175/hour.
+
Under $500k
1.00%
$500k - $1.5M
0.95%
$1.5M - $5M
0.85%
$5M+
0.60%
Premier
Comprehensive Financial Plan
$339/mo*
Right for those looking to delegate as much as possible to us. We’ll create a comprehensive Financial Plan, manage your investments, file your taxes, and prepare estate plan documents such as a Will.
This Plan includes:
- Client Planning Portal set-up and access
- 2-3+ planning meetings per year
- Lowest Investment Management fees
- If also managing investments: Investment Portal set-up and access (for cashiering, performance, documents, etc.)
- 529 College Savings plan set-up
- Written Financial Plan delivered yearly includes planning for investments, retirement, education, Social Security, debt, stock option analysis, and any other specific goals
- Annual preparation of individual tax returns^
- Level 1 estate plan documents drafted (i.e. Will & Powers of Attorney)^
- Option to increase fee to cover complex tax returns or complex estate plan document preparation
- No additional hourly billing by Zach or Will
+
Under $500k
1.00%
$500k - $1.5M
0.85%
$1.5M - $5M
0.70%
$5M+
0.49%
Financial Planning fees can be charged to the bank account or credit card of your choosing or to your investment portfolio. If you hire us for Financial Planning and we provide specific portfolio management advice, then we also charge the Investment Management Fee.
* For Limited and Premier options, we ask clients to commit to one year at that level before changing to a different plan (upgrade/downgrade) or choosing to stop Financial Planning. We reserve the right to allow exceptions due to extenuating circumstances.
^ Barton Financial Group is neither an accounting firm nor a law firm. Therefore, we contract and/or coordinate with third-party companies to assist in filing your taxes and completing your estate planning documents
Investment Management
Investment-Only Clients
No Financial Planning
Based on Investment Amount
Right for those who do not need to hire us to look at the big picture, but still want help managing their investments. No financial planning.
This Plan includes:
- Investment Portal set-up and access (for cashiering, performance, documents, etc.)
- 1+ Investment Strategy meeting per year
- Ability to delegate management of your investment accounts (including current 401ks)
- Professionally managed & highly diversified model portfolios
- Models updated quarterly with up to daily rebalancing if needed
- Tax Loss Harvesting where appropriate
- No additional hourly billing by Zach or Will
+
Under $500k
1.25%
$500 - $1.5M
1.00%
$1.5M - $5M
0.90%
$5M+
0.65%
For Investment Management, we charge a percentage of assets managed with the fee based on the dollar amount under management.
We charge 1/12 of the annual percentage fee at the beginning of each month. Typically, the percentage fees are deducted from the investment account.
Clients who also hire us for Financial Planning receive a discounted Investment Management Fee.
Copyright ©2026 Barton Financial Group All Rights Reserved.