Executive Planning has a Transparent
Approach to Fees:

1.00%  Annually  up to $999,999

.75% Annually $1,000,000 to $2,999,999

.50% Annually $3,000,000 and up 


The Only 3 Fees You will Ever be Charged, Ever!

Operating Expense Ratio
of the Funds

Operating expense ratio of the funds. The gross expense ratio is the compilation of expense ratios of the funds we use in the construction of our portfolios and ranges  There are no loads (commissions) or 12b – 1 fees associated with Vanguard and DFA Funds

Our Asset
Management Fee

Exec Planning is a fee only Registered Investment Advisor. This allows us to be free from conflicts.  Our fee above is the only way we compensated.

Custodial Cost
for Transactions

Exec Planning has negotiated a ultra low rate of $9.99 transaction fee each time a trade is placed. There are zero set up fees.