Clear Advice, Clear Fees
Financial advice should be easy to understand including what it costs.
Twentieth East Financial Partners uses a fee-for-service model designed to keep pricing straightforward and the relationship focused on the guidance you need. No commissions. No unnecessary complexity. Just clear financial advice with a clear understanding of what you’re paying for.
A Different Way to Pay for Financial Advice
Many financial advisors charge based on the amount of money they manage or rely on ongoing retainers.
Twentieth East takes a different approach.
Our fee-for-service model means you pay for the financial planning and advice you need, without automatically tying the cost of that advice to the size of your portfolio. That helps keep the relationship focused on your goals, your decisions, and your financial plan.
What Your Fee Covers
- Financial planning
- Retirement planning
- Investment strategy
- Tax planning
- Cash flow and savings
- Major financial decisions
- Business planning
- Estate planning coordination
Before any work begins, we’ll clearly explain the scope of the engagement and the associated fee.
No Surprises
You should know what financial advice will cost before deciding whether to move forward.
We believe in clear conversations about pricing, scope, and expectations from the beginning.
That means you’ll understand:
What We’re Working On
A clear outline of the financial questions and planning areas we’ll address.
What You’ll Pay
Straightforward pricing discussed before the engagement begins.
What You’ll Receive
Personalized guidance and recommendations based on your financial situation and goals.
Advice Based on What You Need
Not everyone needs the same level of financial planning.
Some clients may have a specific question or decision they need help thinking through. Others may want a broader look at their complete financial picture. Our fee-for-service approach allows us to tailor the engagement to what you actually need rather than forcing every client into the same arrangement.
Let’s Talk About
What You Need
Every financial situation is different, and the right scope of work depends on the questions you want answered and the areas you’d like help with.
Start with a conversation, and we’ll help you determine what kind of engagement makes the most sense.
