it all starts here

Two services combined for one flat fee.

Financial Planning

Investment Management

Starting at $3,600 per year

Flat + Transparent

The annual fee is billed quarterly and includes both financial planning and investment management. You can pay by credit card, bank account, or through your investments.


Branson Financial Planning is a fee-only firm. This means we do not collect commissions, kick-backs, or referral fees. We are strictly paid by our clients. This arrangement better aligns our interests.

No AUM Fees

We do not charge AUM fees for new clients. The flat fee includes asset management.