Pricing

Chessie TEACH℠ Financial Planning Membership

$95 per month

    K-12 Teachers Only

    Initial fee of $1,000

    Conflict-free Financial Advice

    No Investment Management

    Annual Financial Review

    Email Access to Advisor

    Access to Chessie Premier™ Client Site

Chessie Guidance℠ Financial Planning Membership

$175 per month

    Initial fee of $1,000

    Conflict-free Financial Advice

    No Investment Management

    < $2,000,000 in assets (excl. primary home)

    Annual Financial Review

    One-on-One Access to Advisor via Phone, In-Person Meeting or Email

    Access to Chessie Premier™ Client Site

Chessie Wealth Guardian℠

0.40% per year

    Minimum annual fee of $7,200 ($600/mo)

    Conflict-free Financial Planning +
    Discretionary Investment Management

    > $2,000,000 in assets (excl. primary home)

    One-on-One Access to Advisor via Phone, In-Person Meeting or Email

    Access to Chessie Premier™ Client Site

Chessie Portfolios℠

0.60%* per year

    Discretionary Investment Management

    No Minimum Account Size

    Uses Low Cost Investments

    Rebalanced As Needed


*0.60% fee applies only if using Chessie Guidance℠ or Chessie TEACH℠ services in conjunction with Chessie Portfolios℠. Chessie Portfolios℠ fee on its own is 0.78% per year.

Hourly/Project-based Fees (Typical Fee Range: $2,000-$3,600)

Chessie Advisors also provides hourly or project-based financial planning, retirement planning, or second opinion services on a limited basis based on a $250/hour rate. Fees are typically quoted on a per project-basis based on complexity and estimated time involved. As an example, fees range from a Budget Consultation starting at $750, a Second Opinion Service starting at $1,250, up to Retirement or Financial Plans starting at $2,000.  Contact us and we would be happy to discuss your situation and your financial planning needs.

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