Programs & Pricing

Customized Payment Structures

Barrister believes that quality financial planning and guidance should be accessible to every individual and institution. We offer several different programs and payment structures to accommodate every person we work with.

Our team will work closely with you to help you select the best plan for your needs.

Investment Advisory Program

Our investment advisory program is for those with $250,000 in assets who want to be invested in Barrister’s custom ETF model portfolios. Financial planning services are included at no additional cost.

Assets under management


$0 - $2,500,000


$2,500,000 - $5,000,000


$5,000,000 - $7,500,000


$7,500,000 and above


Retainer Programs

Our retainer program is for those in need of financial planning, who prefer to manage their own assets or have assets that Barrister cannot manage.

The Basics

This is for those of any age who are interested in financial education, and a more do-it-yourself approach to financial planning. Clients will gain access to an education section of the website containing webinars, planning tools and resources. They will also receive full access to financial planning software where they can aggregate all of their financial accounts, create budgets and model out their assets, liabilities, income and expenses.


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The Foundation

This is intended for individuals typically ages 25-40 who are just getting started on their financial journey and have a negative or minimal net worth. Services include but are not limited to budgeting and cash flow management, debt management, savings and emergency fund planning, goal setting, and basic investment education.


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Building & Accumulating

This is built for individuals and families, typically between their 30s and 50s, who are looking to build their assets, accumulate wealth, save for retirement, and achieve long-term financial growth. Services include but are not limited to investment advisory, retirement planning, tax planning, and risk management.


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Spending & Distributing

This is designed for individuals who are approaching retirement or are already retired, usually in the age range of 55 and above, with a focus on managing assets, spending in retirement, and distributing their wealth efficiently. Services include but are not limited to retirement income planning, tax-efficient withdrawals, investment portfolio management, and long-term care and estate planning.


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Take the First Step Toward a Brighter Financial Future

Our fiduciaries are always happy to help. Reach out to us today to turn your dreams into reality.

Contact us

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