As a fee-only fiduciary, we’re paid only by clients, never commissions.
Pricing options
Choose the level of help that fits.
Some questions need a focused conversation. Others need ongoing planning, investment management, and regular guidance. Either way, pricing is clear from the start.
Hourly planning is great for focused questions. Full-service planning is better when you want ongoing help keeping everything organized, updated, and moving in the same direction.
Hourly Planning
Full-Service Planning
Best for focused financial questions
Best for ongoing guidance
Flat hourly fee
Pricing based on assets managed
Work together as needed
Built for long-term planning
You stay in the driver's seat
We monitor what needs attention
Great for second opinions
Planning + investments, taxes, insurance, and estate coordination
No minimum assets required
Good for keeping the full picture organized
common questions
Questions About Pricing
How much does a financial advisor cost?
The cost of financial advice varies depending on the advisor, the services provided, and the pricing structure used. Stonevale Wealth Advisors offers both hourly financial planning and ongoing full-service planning so clients can choose the level of support that fits their needs.
How do I know which option is right for me?
Some people simply need advice on a specific issue, while others want a long-term relationship and ongoing support. If you’re unsure, we can discuss your situation and determine which option makes the most sense.
Can I hire a financial advisor for just one project?
Yes. Hourly planning is designed for people who need help with a specific question, decision, or financial planning project without committing to an ongoing relationship.
What’s included in ongoing financial planning?
Ongoing financial planning typically includes investment management, retirement planning, tax coordination, estate planning coordination, insurance reviews, and ongoing guidance as your life and goals evolve.
Can I start with hourly planning and move to ongoing planning later?
Absolutely. Many people begin with a specific question or planning project and later decide they would like ongoing guidance.
Do I need a minimum account size?
No. The best option depends more on complexity and the type of help you’re looking for than on a specific account balance.
Are there any hidden costs?
No. Pricing is discussed upfront so you know exactly what to expect before making any decision.
Why do some advisors charge differently?
Financial advisors use a variety of pricing models. Some charge hourly, some charge a percentage of assets managed, and others use retainers or project fees. The right approach depends on the type of advice and level of ongoing support you’re looking for.
Ready to make money feel simpler?
Let's talk about where you are, what matters most, and whether Stonevale is the right fit.
