Crestmark Wealth Group
Working Together
Your Investment, Clearly Stated
Phase One — Your Plan
Starting at $2,500
A complete written financial plan built specifically for your situation. This is a flat fee, quoted before any work begins — you approve it before we start.
Split payment
$1,250
to begin, and $1,250 when your plan is delivered
Monthly
$416.67/mo
$2,500 spread across 6 months
Phase Two — Implementation
Advisory & ongoing planning
Asset-based advisory fees and ongoing planning begin only once we move into implementation — after your plan exists and you’ve decided to move forward.
These are discussed and agreed in writing at that stage. Nothing is owed beyond the planning fee until then.
No hidden fees · No surprises · No obligation beyond the plan