Use our Interactive Fee Calculator to determine your setup fee from True Life Financial Planning.

Fee Calculator

Please answer all of the following questions to the best of your knowledge to receive your Complexity Score.




























Once you know your Complexity Score, use it and an estimate of your Assets to determine your Estimated Initial Setup Fee with the chart below:

  Complexity Score
Estimated Assets ↓ 0-12
Standard
13-23
Growing
24-33
Enhanced
34+
Complex
$0 - $499,000 $1,000 $1,250 $1,750 $2,500
$500,000 - $999,999 $1,250 $1,250 $2,000 $3,000
$1,000,000 - $1,999,999 $1,750 $2,000 $3,000 $3,500
$2,000,000 - $2,999,999 $2,150 $3,000 $4,500 $4,500
$3,000,000 - $6,999,999 $3,000 $3,500 $5,000 $5,000
$7,000,000 - $9,999,999 $3,500 $4,500 $5,000 $5,000
$10,000,000 + $5,000 $5,000 $5,000 $5,000

Now that you know your Complexity Score and Initial Setup Fee, Click Here to schedule a meeting.

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