Our Fee Structure

Back to What We Do or  Home Page

 A "Fee Only" Financial Planning & Investment Advisory Firm.  

Comprehensive Financial Planning 

The development of a comprehensive financial plan usually requires two to three months of work to complete The Planning Process.  After an initial introductory meeting, we will provide you with a proposal for service.  The proposal will include an initial "retainer fee" that covers our advisory services for a set  period of time.  The "retainer fee" also includes the delivery of a comprehensive financial plan notebook.  

Investment Management & Ongoing Financial Planning Services

After a comprehensive financial plan has been developed, Financial Discovery helps you implement the strategies and actions found in the plan.  Our ongoing financial planning and investment management services are based upon a percentage of the assets managed.  We seek clients that have a minimum of $750,000 in investments assets.

The schedule of our percentage of assets managed fees are:

For investment assets up to $500,000 the fee is 1.00 % per annum

For investment assets from $500,001 to $750,000 the fee is 0.85 % per annum

For investment assets from $750,001 to $1,000,000 the fee is 0.70 % per annum

For investment assets over $1,000,000 the fee is 0.50 % per annum

(Note: Investment Management and Ongoing Financial Planning fees are cumulative - Full disclosure of our fee structure is provided in our Form ADV which will be provided to the client prior to any engagement)

Kyle H. Flynn, CFP is a member of the National Association of Personal Financial Advisors (NAPFA), A Fee Only Comprehensive Financial Planning Association.  NAPFA members are required to obtain 60 hours of "continuing education" every two years which is twice the requirement of the Certified Financial Planner Board of Standards.

Continue  or