Plan #1
If you decide to continue with the adviser, they will prepare a statement of advice (SOA) that will formally document the advice, the strategies and any financial products they recommend.
$245Monthly
SOA
recommendations of the adviser
insurance company
Plan #2
The first meeting with an adviser is usually free. During this meeting, you and the adviser can discuss your advice needs and the adviser can give you an idea of what they can do to help you.
$445Monthly
insurance consultation
insurance company
recommendations of the adviser
Plan #3
The cost of the advice will depend on its scope. As a guide, expect to pay between $200 and $700 for simple advice and between $2000 and $4000 for more comprehensive advice.
$645Monthly
recommendations of the adviser
investments
insurance company