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 framework and implementing financial best practices throughout your life, you'll be able to overcome challenges and obstacles with confidence.
What You Get
What You Pay
|Ongoing Financial Guidance with Investment Management|
Collaborative financial planning married with portfolio construction and implementation based on your unique circumstances and goals, coordination with your outside tax, legal, and insurance professionals, and continuous monitoring and adjustments to ensure nothing falls through the cracks.
Designed for busy working professionals 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 initial planning fee of $750 and an ongoing AUM fee.|
|Ongoing Financial Guidance|
Collaborative financial planning with coordination with your outside tax, legal, and insurance professionals, periodic portfolio recommendations, and continuous monitoring and adjustments to ensure nothing falls through the cracks.
Designed for startup employees who need hands-on guidance with financial decision-making, but want to manage their own investments.
|An initial planning fee of $750 - $2,000 and an ongoing fee starting at $200 / month. Fees are based on the complexity and scope of the engagement.|
A typical client can expect to pay $750 - $1,000 up front and $250 - $300 monthly.
|Project-Based Financial Guidance|
A written roadmap including action items and guidance for you to implement, based on the scope of the engagement.
Designed for individuals and families who need to take a deep dive into a specific topic or want a comprehensive financial plan and are able to implement recommendations and action items themselves.
|$500 - $5,000, based on the complexity and scope of the engagement.|
|Hourly Financial Guidance||$250 / hour.|