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.