Hourly vs AUM Fees
Hourly Planning Model
You pay only for the time spent with your advisor at a rate of $250 per hour, bypassing AUM management fees.
The AUM Fee Method
Advisors take a percentage of your total asset value, which often increases costs as your wealth accumulates.
The Value of Hourly Advice
AMA Financial Planning uses an hourly, fee-based structure to ensure you prioritize your needs over asset size. While we offer planning at $250/hr, our sister agency AMA Financial Partners serves as an independent brokerage for commission-based insurance solutions.
Service & Fee Guide
How do you charge for planning?
AMA Financial Planning provides hourly, fee-based advice at $250/hr. This ensures your plan is focused on strategy, not on asset management.
What is the cost of a session?
We charge a standard $250 per hour. There are no ongoing AUM fees, giving you full control over the cost and frequency of your planning.
Do you earn commissions?
AMA Financial Partners is a separate brokerage that receives commissions through various carriers for placing insurance and MYGA products.
What insurance can you provide?
As an independent broker, we offer auto, home, life, umbrella, and MYGA annuities, sourcing the best options and rates for your protection.