Connemara Group

Fee-only Financial Planning

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    • Fee-Only Financial Planning (Initial Broad-Based Situational Reviews)
    • Follow-Up Planning (Periodic Reviews)
    • Purposeful Spending (Cash Flow Planning)
    • Hourly Planning & Investment Advice
    • Professional Organization & Bill Payment
    • Retirement Income & Estate Planning
    • Federal Retirement Planning (FERS/CSRS)
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Connemara Group

Fees

Stop wondering about cost, and start planning for the future

Fee-only financial planning is simple – you only pay for our planning time. We receive no commissions, referral fees, or any other hidden fees – so you can be sure our advice is objective. Connemara Group adheres to the Institute for the Fiduciary Standard’s Code of Conduct to ensure our clients’ best interests are always protected.

We also don’t require assets under management, and you don’t have to have a certain level of assets to qualify. Once we have completed the initial plan, ongoing updates are significantly less.

Use our fee calculator below to get an idea of financial planning costs.

Getting a straight answer to the question, “What will it cost?” is often rather difficult. At Connemara we provide a free online fee calculator so you can get an idea right now.

  • The pricing ranges below reflect bundling of service areas. This provides time and cost savings, compared to addressing each area separately. However, individual service areas can also be provided on a stand-alone basis.
  • Most people find themselves in one of three stages. Check the options that are unique to your own situation to receive a guide to the cost of our financial planning services.
  • You can also review our complete service chart to understand the degree of complexity that determines our fee structure.
  • As part of our complimentary Get Acquainted Meeting, we provide a firm quote that reflects your unique financial profile and needs.

Every situation is unique, and we will provide you with a final cost before we start any work.

Fee Calculator

Choose the statement that best describes you:
  • Professional and Young Executive
  • Mid-Career, Pre-Retired and Retired Professional and Executive
  • High Net Worth Household (net worth > $25MM)
The following are included in all Professional and Young Executive levels:
  • Detailed cash flow and net worth projection.
  • Proactive tax planning strategy
  • Investing guidance
  • A framework for making future financial decisions
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The following are included in all Mid-Career levels:
  • Detailed cash flow and net worth projections
  • Proactive tax planning strategy
  • Investment analysis
  • Objective advice about insurance coverage and estate design
  • A framework for making future financial decisions
  • Advice on pre-retirement decisions
Continue
Complete the following statements:
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Complete the following statements:
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Complete the following statements:
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Fee for Professional and Young Executive:
Fee for Professional and Young Executive:
Fee for Mid-Career Pre-retired and Retired Professional and Executive:
Fee for Mid-Career Pre-retired and Retired Professional and Executive:
Fee for High Net Worth Household:
$4,995-$5,995
$3,996-$5,995 $4,995-$5,995*
$5,995-$6,995
$5,995-$6,995 $4,796-$6,995*
$6,995-$7,995
$6,995-$7,995 $5,596-$7,995*
$7,995-$9,995
$7,995-$9,995 $6,396-$9,995*
$9,995 and up
$9,995 and up $7,996 and up*
1 2 3 4 5
Once a plan is done, most clients choose to do detailed Periodic Reviews (generally $2,495-$3,995) every 1-3 years with quarterly or semi-annual Teleconference Reviews (no charge) in between.

Please call to schedule an Introductory Get Acquainted Meeting (75-90 min.) where we can make sure that we are a good fit for your needs. You will walk away with an accurate estimation of fees and a clear understanding of if our process will meet your expectations. There is no cost for this meeting.

*This free range reflects the potential discount you may receive as federal employee or member of the military.
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Connemara Group operates under the fiduciary oath to ensure your best interest is always protected.

Keep exploring

  • Schedule a complimentary Get Acquainted Meeting.
  • Download our fee comparison chart to see how our fee-only, no assets under management service model compares with more traditional wealth management firms.
  • Meet the team.
  • Learn more about how we are different than other wealth management firms.
  • Ask your own question on the phone or via email.

Why Connemara Group?

Stop wondering about cost and start planning.

Most financial companies don’t provide the one piece of information you want most – the cost. Connemara Group is different; our fee calculator is part of our process of making things clear so you can act.

Our fee calculator is an easy and concise tool that allows you to navigate through some different career levels in order for you to get an estimated range of what your fees and plan would be when finding a financial solution with Connemara Group.

Fee Calculator

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© 2021 Connemara Group · 301-321-3600

Connemara Group · Fee-Only Financial Planning
One Central Plaza, Suite 712, 11300 Rockville Pike, Rockville, MD 20852
1455 Pennsylvania Avenue NW, Suite 400, Washington, DC 20004
1750 Tysons Boulevard, Suite 1500, McLean, VA 22102

Effective Jan. 1, 2016 Connemara Fee Only Planning, LLC and Connemara Family Office Management, LLC are part of Connemara Group, LLC.