Our Fees

Smarter fees? We've got you covered.

When we say, we built our entire practice around the idea that our advice is our most significant value add we meant it.

Whether you have a net worth of $1,000 or $100 million, you get access to the same high level of service and expert planning advice.

We provide a firm quote for the initial financial plan. Many of our clients come back for future reviews (although not obligated). They are often a fraction of the initial cost.

View the table below to get a better sense of which level may be best for you and your particular situation.

Hourly rate: $450

Level 2

  • More complexities than “level 1.”
  • You are established in your career or are approaching retirement
  • You have accumulated a moderate level of investments
  • You have existing insurance policies or estate documents
  • You may have received an inheritance or other windfalls
  • You want financial peace of mind

Level 1

  • You have 10 years or less in the workforce
  • You are looking for ways to save
  • You want debt/student loan management
  • You are seeking advice about investment opportunities
  • You want to manage cash flow more efficiently
  • You want objective advice about insurance and estate design
  • You want financial peace of mind

Level 2

  • More complexities than “level 1.”
  • You are established in your career or are approaching retirement
  • You have accumulated a moderate level of investments
  • You have existing insurance policies or estate documents
  • You may have received an inheritance or other windfalls
  • You want financial peace of mind

Level 3

  • More complexities than “level 2.”
  • You are the primary owner of a business with multiple employees
  • You have participated in deferred compensation for several years and have numerous elections
  • You need coordination between many different professionals
  • You have accumulated a high level of investments
  • You want financial peace of mind

Vantage Pointe Planning, L.L.C. is a registered investment advisor with North Carolina. We are not limited to this state, as we will register with other states when our client count in any particular state meets registration requirements. We will offer individualized responses to persons in a particular state only after complying with that states regulatory requirements, or pursuant to an applicable state de minimis exemption or exclusion. This web site is for educational purposes only and the information contained herein should not be construed as an offer to provide investment advice. The information should not be construed as advice to meet the particular investment needs of any investor. With each financial planning engagement, our ADV Part 2 which includes the Privacy Policy, must be delivered to the Client. These will be emailed to you prior to our Introductory Meeting.