How do LearnVest Planning's fees compare with other fee-only planners?

Last Updated: Dec 10, 2014 10:13AM EST

One year in The LearnVest Program costs you $508. According to the College of Financial Planning, the industry's average financial plan costs $1,900. That's a 73% difference. See, we're saving you money already! (Source: College for Financial Planning, 2011 Survey of Trends in the Financial Planning Industry)

Our team spends all day, every day thinking about how to deliver incredibly effective custom advice for a price that make sense for real people. So far, we've found 3 ways to do this: (1) No brick and mortar: Your expert connects with you via email and phone, so we don't make you pay for upkeep on a storefront. (2) You do some legwork: For example, we ask you to hunt down a lot of your own data before your first working session, so that we can get to know you right away. (3) Our secret weapon: When you connect your accounts to the Money Center, your expert can see what's going on in real-time. Instead of wasting time trying to figure out what just changed, your expert can focus on what you should do about that change.

 

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