When asked, “What do you pay?”, the answer should roll off your tongue like, “This is what I pay AND this is the value I receive" (period).  You should never have to dig through a buried online, email or other contractual resource to get the answer.

At Frantz Wealth Management, we do not believe good business is a zero-sum game. We believe good business is where all parties win.  In other words, we believe in Flexibility and Transparency.

Our fee structure is below:

1.  Flat-Fee Structure – You pay one flat fee for financial planning services.  Fees start at $2,000 annually, billed quarterly, and depend on the complexity of your plan.

2.  Assets Under Management (AUM) Fee – You pay a percentage of your assets with no other fees attached.  For example, a 1% annual fee is billed at .25% per quarter.  There are no other hidden fees, and you never pay more than the AUM fee for investment management.

3.  Hybrid Fee Structure – A combination of a lower flat and AUM fee.

Our goal is to provide exceptional value at a price-point that works for you.