Planning Fees

At G&G Planning Concepts, Inc., our compensation is 100% transparent, so you know exactly what we make and the value we provide. 

  • Financial Planning: Our financial planning services are offered for an annual fixed price based on the level of service desired by the client. 
  • Investment Management: We charge a competitive asset under management (AUM) annual fee that is computed on the value of the assets we manage. 
  • Insurance Services: By their nature, many insurance products carry commissions. We may receive commissions for products we recommend, but all products are recommended only in your best interest. 
  • Projects: For specific planning projects that fall outside the scope of your standard service agreements with us, we charge competitive hourly and per-project rates.

We do not have a minimum account size for financial planning services. To take advantage of our investment consulting services, we require a minimum of $1,000,000 in investable assets.