Fee-Based Planning
What distinguishes Financial Consulting from Financial Planning?
Financial Consulting is meant for those who have an ever-evolving situation or prefer to tackle projects in smaller bite-size pieces over the course of a year.
Financial Planning is a more formal approach that entails four to five sessions to establish financial objectives, determine actionable steps, and lay out a comprehensive plan to accomplish them.
Financial consulting & planning aim to ultimately achieve the same goal: to help you receive clarity around your finances and a clear path forward on how to reach your financial goals.
Our Pricing
Financial Planning Pricing
At Vesta, we believe in transparency and openness regarding our fees. Below is a comprehensive list of frequently utilized services along with their corresponding prices. In our initial consultation, your advisor will discuss the most appropriate level of planning based on your unique situation.
| Financial Planning Services | Financial Consulting (12–month commitment) | Financial Planning * |
| Foundation Planning | $150/month | $1600+ |
| Comprehensive Planning | $250/month | $3000+ |
| Complex Planning | $350/month | $4200+ |
Hourly/Project Fee $250/Hour
*Pricing may increase due to complexity of your personal financial plan.