Wealth Management Business Planning Fees

Business Planning Fees

Our team isn’t compensated by commissions, sales or transaction charges, kickbacks, or other compensation schemes. Instead, the advisors at HBA work on a fee-only basis, meaning we are paid by growing your business. Because of this, you can trust that we are never going to try to sell you any products or services that you don’t need. Fiduciary integrity is at the heart of what we do and our success is measured by your own.

Our business planning services are divided into two general groups: Basic Business Planning and Complex Business Planning. Each of these business groups has needs that are unique to them and therefore, are served uniquely. The business planning services are provided via retainer fees, hourly rate, or on a per-project basis. Due to the variety and scope of individual cases, we determine these rates on a case-by-case basis. Upon completion of the pre-management process, a member of the Heritage Business Advisors team will discuss your individualized rates.

Schedule a meeting...

If you are ready to discuss how Heritage Investors can help you drive future business success, then schedule a meeting with one of our team members.