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Our Fees


Our Fee Philosophy

At PharmD Financial Planning, we believe in complete transparency. 


We don't earn commissions on the sale of investment or insurance products, so you never have to worry about the underlying legitimacy of our advice and recommendations. Instead, it will always be given with your best interests ahead of all else.



Ongoing Financial Planning & Investment Management Fee:


$224/month IF your household Net Worth is between $0.00 & $399,999.


$324/month IF your household Net Worth is between $400,000 & $999,999.


$549/month IF your household Net Worth is $1,000,000+.



Hourly Work:

- PharmD Financial Planning charges $249/hour for any requested hourly work for individuals who are not currently PharmD FP clients.


Schedule an Introductory Call