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Our Fees

No Surprises Fee Policy

When you’re saving for the future, your fees and costs always are important.  That’s why at 3 Financial, we’re committed to straightforward, simple fees so you always understand what you are paying.

When you first work with us, we’ll always tell you, in writing, exactly how much our services will cost.

No Sales Commissions

3 Financial Group is a fee-only advisor, which means that we don’t receive any commissions from third parties for selling their products.  Instead, our only source of income is fees from you, our clients.  This minimizes conflicts of interest and ensures that our loyalty is only to you.

Flexible Model

Looking for full-service help?  Great, then we can provide full-service financial planning and investment management (plus ongoing coaching) for one simple annual fee.

Looking for help, but prefer to do it yourself? That’s fine too.  In that case, we’ll provide you with a flat fee proposal for financial planning.  Then there’s no ongoing fee for management unless you want us to take that over for you in the future.  

Simple, Clear Fees

Whichever model you choose, our fees will be simple and easy to understand.

We only use flat fees, so you won’t get any surprise bills or extra costs you didn’t expect.

Unlimited Support

Everything we do includes unlimited support, so you can call us or email us any time, without fear of getting a surprise bill.

Looking for full-service help?

Great, then we can provide full-service financial planning and investment management (plus ongoing coaching) for one simple, flat fee.