When you work with a financial planner at a big Wall Street firm, a portion of your fees goes to the financial planner who manages your account, and the rest of it goes back to the home office. That’s why most managers need to recruit as many clients as possible. With Green Ridge Wealth Planning, your team is the home office. That’s how we’re able to spend the time with our clients to give them the service they deserve.

Green Ridge Wealth Planning offers a range of options, including à la carte services, which allows us to create a financial plan for our clients without the ongoing management of their assets. Fees for these services begin at approximately $3,500. If we are engaged to manage your assets, the financial planning fee is included in the management fee, which is determined by the amount of assets managed. The account minimum for asset management is $500,000.