Rutterer Planning is a fee-only financial planning firm based in Nashville, TN and serving clients nationwide.
Pricing + Services
We offer two ongoing services that clients can mix and match according to their needs and a la carte pricing for clients that would like professional help with a specific planning task.
Financial Planning
Starting at $350/month
Together, we will develop financial goals and a plan to achieve them. We will meet on a regular basis monitor the plan and adjust it as needed. Topics covered include budgeting and cash flow, retirement, education, estate planning, taxes, and risk management.
Investment Management
Blended pricing starting at 0.70% of investment assets
We will recommend and implement a portfolio design based on your individual risk tolerance and goals.
| Asset Tier | Annual Rate |
|---|---|
| < $500,000 | 0.70% |
| $500,001 - $1,000,000 | 0.60% |
| $1,000,001 - $2,000,000 | 0.50% |
| $2,000,001 - $5,000,000 | 0.25% |
| > $5,000,001 | 0.10% |
A La Carte Planning
Project-based: $1,000 - $5,000 depending on complexity.
Hourly: $250/hour.