Financial Planning

  • Organization of your financial information
  • Establishment and prioritization of clear goals 
  • Budgeting
  • Debt reduction strategies
  • College education planning
  • Employee benefits analysis
  • Insurance analysis 
  • Tax planning recommendations
  • Estate planning recommendations
  • Retirement planning
  • Social Security optimization
  • Coordination of detailed action items
  • Unlimited access to a CFP® professional to answer questions
  • Review and update of plan when life changes

$350 upfront with an ongoing monthly fee of $25 in some circumstances* 

*The monthly fee is meant for clients that do not yet have investment assets and is offset by the investment management fee.  The ongoing fee is waived completely once a client invests $24,000 with Autumn Financial Advisors, LLC.  

Investment Management 

  • Unique portfolio construction tailored to you
  • Multi-strategy investment philosophy that combines fundamental analysis, quantitative risk factor investing, passive investing, and asset allocation strategies
  • Portfolio diversified across both asset classes and investment approaches
  • Dedicated Portfolio Manager
  • Sophisticated risk management techniques
  • Online account access 
  • Detailed quarterly statements
  • No asset minimums for Financial Planning clients
  • Includes all Financial Planning services without ongoing fee once assets reach $24,000

1.25% per year for the first $1,000,000 of managed assets with breakpoints thereafter

Our clients will not be charged for investment advice on assets that we can't manage, such as a current 401(k) plan.


These four meetings are just the beginning of our relationship together.  After developing a financial plan and determining an investment strategy that helps you to meet your goals, we will continue to have follow-up meetings to implement action items and adjust your plan with life's many changes.  Together, we will help you navigate through your financial decisions so you can enjoy life and achieve your dreams.