Fee Schedule

Toler Financial Group Fee Schedule 2025

As an independent firm, we are committed to being transparent about our fees. We charge a flat fee for financial planning, as outlined below, and a percent of the assets we manage for investment clients. When we place insurance policies, we are paid a commission. 

As fiduciary advisors, we are duty bound to put our clients’ interests above our own.

  • Financial Planning

    Most of our clients start with comprehensive financial planning. Our typical fee for lower complexity clients is $4000. For clients with higher complexity, such as business ownership, trusts, rental real estate, we may charge a higher fee. Financial planning engagements typically last 6 months.

  • Investment Management

    We charge a fee to manage your household’s assets, billed in small monthly increments from your investment account. The percentage fee charged is reduced as the the amount we manage grows larger:

    Household invested assets -  % annual fee:

    0-$500,000 → 1.25%

    $500,000 – $1,500,000 →1%

    $1,500,000 – $3M → .75%

    $3M –  $5M → .6%

    $5M – $10M →. 5%

  • Additional Information

    Many clients are seeking an advisory relationship that includes investment management – they recognize the challenges of implementing their plan and want ongoing advice and professional asset management. They also might want their portfolio to better reflect their values. We continue our financial planning process throughout the investment management meetings, allowing a deeper relationship to grow over years of planning together.


    For clients who do not invest with us, or who invest less than $500,000, we charge a monthly fee to continue with meetings. This fee may vary according to complexity of topics and frequency of meetings.


    We meet with our investment clients at least twice per year and they have access to our planning platform and advice from our advisors via phone or email.