Fee estimator

Every plan starts with a fixed price, then adjusts for your situation. Build the package that’s right for you, and never pay for more than you need.

Your personal plan

Your household The base price reflects how many people your plan covers.
Dependents 0 +$15/mo each, up to 4
What every plan includes Every plan covers the same four areas. Depth and number of meetings rise with the complexity of your situation.
Your situation Some situations take more planning work. We price that openly instead of hiding it in a tier. Check any that apply.
This isn’t a fee on the investments we manage. As your assets grow, so does the planning around them, and more care is needed to protect what you’ve built. More accounts and account types mean more decisions about where each investment should sit for tax efficiency.

Include all retirement, brokerage and cash accounts, wherever they’re held. Not your home.

Your income shapes your tax picture more than anything else. As it rises, you move into higher brackets, lose access to some deductions and credits, and gain strategies that don’t make sense at lower incomes. That means more decisions each year, and more riding on each one, so your income sets how deep your tax planning goes.

Topics for this year Add what’s on your mind this year. Topics change year to year. You only pay for what you need. Each topic is covered in the same month every year.
Choose how involved you want to be in your investments. Every level includes performance analysis and account services.

$0$1M$3M$10M$20M$30M+
See how rates step down as assets grow
Assets we manageRateYour annual fee

Each rate applies only to the assets within its range, so your rate never jumps when you cross a line.

Tax filing: individual return Individual return preparation.
Your business: tax planning and return only

Your business

Not sure? Count the lines on your business bank, credit card and payment platform statements for one month. Most solo service businesses are under 100.
What every business plan includes Every business gets the same four core areas.
Your business situation Some businesses take more work each month. Check any that apply.
Net profit sets the depth of your business tax planning.

Business advisory Choose the advisory work that fits where your business is headed this year.
Invoicing and bill pay We can send your customer invoices and pay your vendor bills. Collections stay with you.

Tax filing: business return Business return preparation.
Additional businesses: bookkeeping and tax filing Own more than one business? Add each one here. Each additional business is priced by its monthly transactions for bookkeeping, plus its tax return. Tax planning for all of them is included in your plan.

How onboarding works

Before your year with us begins, we get everything in place. Here is what your onboarding covers, and how long it takes, based on what you selected above.

Your year with us

Here is what a typical year looks like for the plan you built above. Meetings are with your advisor. Check-ins and reviews are handled by our support team, who keep your plan moving between meetings. Change your selections and the calendar updates.

Quiet months are intentional. They mean the systems are running in the background without needing your time. This calendar reflects a typical full year, and actual timing flexes with your situation.

This estimate is for informational purposes only and is not a quote or an offer of services. Actual advisory fees are set in your advisory agreement and described in Savvy Advisors' Form ADV Part 2A. Investment management fees are billed on assets under management. Tax and business services are provided by Breakaway Financial Group under a separate engagement. Your final structure may differ based on the scope of work and your specific situation.