DRS Financial Partners is a fee-only and fiduciary firm, and working alongside you to provide the knowledge and resources you need to be successful is what we do best. By taking commission incentives, kickbacks, and other conflicts of interests out of the picture, we’re able to remove any doubt that the recommendations we make for you serve your best interests.
When it comes to financial planning, you can only be so proactive. After all, we can't predict the future. However, by building a strategic foundation and implementing financial best practices throughout your life, you'll be able to overcome challenges and obstacles with confidence.
What You Get
Comprehensive Financial Planning
Your financial life, worked through together. We'll cover cash flows, taxes, equity compensation, company benefits, insurance, retirement, and everything in between. Prioritized around what matters most to you right now, whether that's building a financial plan you can take and execute on, or navigating active equity decisions and the planning considerations that come with them.
Designed for individuals and families who want a true financial planning partner, whether you're looking to build a financial foundation or want ongoing guidance as your situation evolves.
What You Pay
Comprehensive financial planning starts at an up-front fee of $2,500, followed by a monthly fee of $400.
Clients can generally expect to pay $2,500 up front and $400 monthly for individuals, or $3,000 up front and $480 monthly for couples, but the fee may be higher for people with more complexity in their lives.
There's no minimum commitment and no fixed end date. We'll work together for as long as it's valuable to you.
Investment Management
In conjunction with ongoing financial planning, investment management includes portfolio construction, implementation, monitoring, and updates based on your unique circumstances and goals.
Designed for individuals and families who don't have the time or desire to manage their investment portfolios, but want to ensure their investment strategies always stay in alignment with their constantly evolving financial lives.
An annual assets under management (AUM) fee of:
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $5,000,000 | 0.75% |
| $5,000,001 - $10,000,000 | 0.50% |
| Greater than $10,000,000 | 0.30% |
* This fee may be partially or fully offset by ongoing financial planning fees paid, at our discretion.
Need an alternative to comprehensive planning?
Hourly Financial Planning
For smaller or limited-scope engagements, like a second opinion, a focused question, or a tax planning analysis.
Hourly financial planning engagements are offered at $400 / hour.