Fee Structure & Guarantee

Fees:

"I was a commissioned broker ... I can tell you that my customers and all customers would be better served by a fee structure."

Arthur Levitt, Former SEC Chairman

Meyer Financial Planning is an independent, fee-only firm. Fees for our services are calculated on hourly, project or retainer basis. We do not accept commissions, 12-b 1 fees and are compensated entirely by the client. We provide an esitmate of the cost of the development of your plan at the initial get acquainted meeting either by phone or in person.

Our Guarantee:

While we cannot guarantee your investment results in any way, the value of our services and the manner in which we provide them are guaranteed to your complete satisfaction. If you are not completely satisfied with our services and we will not be able to meet your expectations with further diligence, we will waive our professional fees. This policy is not intended to be related to investment results or be any form of a gain-sharing arrangement or other compensation prohibited by laws or regulations.