Pricing | Equipoise Wealth Management, Inc., Fee-Only, Independent Certified Financial Planner Advisors

Financial Planning
- Pricing New or Non-Renewing Clients
- Pricing Renewing Clients
Investment Management (Schwab Institutional):
- Pricing
Tax Preparation
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Client Questionnaire
Seminars / Workshops / Corporate Education

# of Accounts	Setup Fees (one-time): Establishing new accounts at Schwab Institutional, transferring assets, and implementing Investment Plan recommendations.
1	$200
2	$380
3	$455
4+	$500

CFP® and Certified Financial Planner™ are federally registered service marks of the Certified Financial Planner Board of Standards (CFP Board).
CFP licensees adhere to a Code of Ethics and Professional Responsibility,
and continuing education and disclosure requirements in the interest of providing the highest level of professional service to their clients.
Chartered Retirement Planning Counselors^sm and CRPC® are registered service marks of the College for Financial Planning.
Copyright 2011, Equipoise Wealth Management, Inc.

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