Financial Advisory Services Fees
Essential Planning (Foundation)
For clients seeking clarity on core financial needs without ongoing complexity.
Services Include:
- Insurance Needs Analysis
- Portfolio Review & Asset Allocation
- Basic Retirement Projection
- Investment Advisory Services
- Annual Goal Review (1 area of focus)
- 1 meeting per year
Fee for Service: Product based
Build a solid financial foundation and ensure your essentials are covered.
Comprehensive Financial Planning (Standard Ongoing)
For clients who want personalized, ongoing guidance across their full financial life.
Services Include:
- Cash Flow & Budgeting
- Retirement Income Planning
- Education Funding Strategies
- Insurance & Risk Management Planning
- Tax Coordination with CPA
- Estate Planning Overview
- Ongoing Investment Monitoring
- Up to 4 meetings per year
Fee for Service: Starting at $3,000 per year
A dedicated partner for your financial journey, helping you plan, adjust, and stay on track.
Advanced Wealth Strategies (High Complexity)
For high-net-worth families, executives, and business owners with complex planning needs.
Services Include:
- Advanced Estate & Trust Planning
- Business Succession & Exit Planning
- Executive Benefits & Stock Option Strategies
- Philanthropic & Charitable Giving Plans
- Multigenerational Wealth Transfers
- Special Needs Planning
- Coordination with Attorneys & Accountants
- Up to 6+ meetings per year
Fee for Service: Custom, based on complexity (starting at $5,000+ per year)
Sophisticated strategies and coordination for families and professionals with complex financial lives.
This fee schedule is provided as a general overview. Fees for Financial Planning Services are negotiable and are based on a variety of factors including the services selected and complexity of your situation. Your actual fee may differ and will be disclosed in your Financial Planning Services Agreement. A complete explanation of fees and services is available in the MML Investors Services, LLC Financial Planning Services ADV Brochure. Information as of 01/01/2026 and subject to change.
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Ready to elevate your financial life—with the right partner at every stage?
From foundational planning to advanced wealth strategies, our advisory experience is built around clarity, transparency, and a lasting commitment to your goals.