Our Pricing

Our pricing is simple and easy to understand. As a company that does not accept commissions or kickbacks from any recommendations we make, the fee you pay is our sole compensation. Our best clients are financially savvy individuals who want to create and implement a roadmap to financial freedom, live out their dreams, achieve their goals, and leave a lasting legacy for those they care about most.

Investment Management Fee

Financial Planning Only fee (no investment management)

Redeem Wealth Group allows you to engage in a planning-only relationship. This is done with a flat fee that is calculated based on net worth, paid on an annual or monthly basis.

Tax Preparation Fee

Redeem Wealth Group offers personal and business tax planning, preparation, and filing services that start at $400 (can be discounted for financial planning and investment management clients). The average fee for personal tax planning and return filing is roughly $600, and the average fee for small business returns is $1,500.

Lending and Mortgages

Redeem Wealth Group offers competitive rates for mortgages for primary residences and additional properties. Schedule a call with the team or click the button below to get started.