Synergos Advisory's Flat-Fee
Ongoing Financial Planning

Base Planning Fee

$250 per month
+
Add On Option
Tax Planning with CPA

$75 per month
+
Add On Option
Tax Preparation by CPA

$75 per month
+
Add On Option
Estate Planning*
Includes will, trust, power of attorney and
advance health care directive


$100 per month

Total Flat Fee: $250 to $500 per month

Fees include investment management

Schedule Complimentary Consultation