About Our Flexible Fee Model

At Webb Investment Services, we realize that everyone's circumstances are unique. Therefore, our no-fee Discovery Meeting helps us determine the scope of financial planning services needed.

Our initial Financial Planning fees are based on the complexity of needs and can range from a one time flat fee to an hourly rate. Financial Planning fees are outlined in the Investment Advisory Consulting Services Agreement and determined at the end of the Discovery process.

Investment Consulting fees - we work primarily on tiered advisory fee basis. In order to maximize the level of support and planning we provide, there are minimums in manageable assets required.

A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV 2A Brochure​ as well as in the client agreement.