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Our Pricing

One of the most unique things about our firm is that we offer a clear pricing matrix for clients so you know exactly what you’re getting for what you pay. This transparent fee structure allows us to serve our clients depending on their needs and means no hidden fees, commissions, or third-party management fees for you.

Check out our pricing plans to find out which one is right for you:

Complimentary Services

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The Essential Plan

 Annual Plan at $200/mo

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The Premier Plan

 Annual Plan at $300/mo

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The All-Inclusive Plan

 Annual Plan at $400/mo

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Product Based Services

We also offer product-based services if you have a specific question or need help in just one or two areas of your financial life.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tonysywong@planwiseadvisors.com  |  (718) 578-4724