Anglia Advisors
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Services + Pricing

PER-HOUR FINANCIAL PLANNING

As much affordable personal finance advice as you need. And only what you need. Retain control.

  • A CERTIFIED FINANCIAL PLANNER™ personal finance professional and investment consultant will work with you on specifically what you want and need when it comes to financial planning.

  • All aspects of personal finance and investments can be included in a plan or project that you customize and build in conjunction with your dedicated CFP® and you pay only for as much time as is needed to address these issues, from small to large projects.

  • Your personal finance consultant remains available to you after the engagement and can be re-engaged at any time to deal with the inevitable life transitions that will occur going forward.

  • Optional available professional portfolio management.

  • $210-$230 per hour.


HOURLY-BASED SESSIONS

The kickstart you need. Bite-sized access to qualified personal finance and investment experience.

  • A unique and cost-effective consultation with an experienced, qualified CERTIFIED FINANCIAL PLANNER™ personal finance consultant where the agenda, the discussion points and what it is you want guidance with and recommendations on are all established between ourselves in advance. Focus can be on up to about two or three financial areas per session, depending how long you sign up for.

  • Get analysis, opinions and recommendations right then and there in the meeting and in follow-up communications including a summary email, multiple personal finance resources and 2 weeks complimentary and unlimited email access to your CFP® professional.

  • Discuss any aspect of personal finance with, and get recommendations from, your fiduciary personal finance consultant. This could be a one-time “jump start”, multiple sessions as part of a series of consultations or you can switch over to a Per Hour service after the initial session.

  • Optional available professional portfolio management.

  • $499 to $699 one-time payment per consultation depending on duration.


FOREIGN NATIONAL CONSULTATION

Welcome To America. Now Here's What You Need To Know.

  • A unique chance for you to hold a 2-3 hour consultation session with a CERTIFIED FINANCIAL PLANNER™ professional with a specialization in the financial issues that face you as an individual non-citizen or foreign national family moving to or already living in the US and get to ask any questions you may have.

  • The consultation can be conducted prior to or after arrival in the US, either in person or by online video conference.

  • You will receive a broad overview but also action items, specific recommendations as well as introductions to professionals who specialize in helping and working with foreign nationals in multiple different fields.

  • Optional available professional portfolio management.

  • $699 one-time payment per consultation.


MONTHLY MEMBERSHIP

Ongoing access. A financial professional at your side, whenever you need one.

  • Continuous, ongoing access to your own dedicated CERTIFIED FINANCIAL PLANNER™ personal finance professional through a monthly subscription service.

  • Have the confidence that your broad financial picture can be analyzed and looked at by a qualified professional as and when life “happens” to you and that you retain full access to them at all times.

  • Constant access when needed to the multiple other financial and legal professionals in the extensive Anglia Advisors Professional Network.

  • Optional available professional portfolio management.

  • Monthly fee of between $179 and $399, depending on circumstances (complexity, individual or couple, desired level of access to advisor, special circumstances etc) plus a $499 one-time initial setup fee.


PROFESSIONAL PORTFOLIO MANAGEMENT

Affordable high quality asset management. Available to all. No minimum.

  • Have your assets analyzed, assessed, allocated, managed, rebalanced and monitored professionally on a discretionary basis by a CERTIFIED FINANCIAL PLANNER™ investment consultant. primarily using low cost, diversified investments as well as integrated high yield savings account for cash holdings.

  • These can include funds offered by DIMENSIONAL FUNDS ADVISORS (DFA) since Anglia Advisors is now a DFA-approved firm and able to offer DFA investments to our clients.

  • Available as an optional integrated part of our Per Hour or Monthly Membership plans, added as an optional service following an Hourly-Based Session or available as a stand-alone asset management service, with no financial planning involved. Assets can be moved to, or set up on, our intuitive, highly technology driven platform which includes full mobile access to your investments.

  • No required minimum asset investment level for any account. Zero transaction fees. Advanced technology. Highly competitive asset management fees.

  • Between 0.59% and 0.98% of assets managed annually, depending on portfolio size.


ESTATE PLANNING SERVICES

Cost-effective, high quality estate planning for individuals and couples. Co-ordinated by your own Anglia Advisors CFP®, drafted by experienced estate planners and attorneys.

  • A partnership between Anglia Advisors and Helios Integrated Planning (HIP) to provide clients with extremely cost-effective, high quality estate planning, providing a will, a trust, medical power of attorney, advance medical directives, health care proxy, financial power of attorney, HIPAA release form, instructions for bequest of personal property and more.

  • Your CERTIFIED FINANCIAL PLANNER™ professional can put together the creation of your estate documents addressing the destination of your assets following your death, how, when and under what conditions your assets reach your beneficiaries, who will care for your loved ones after you are gone, advance directives for both medical and financial situations if you become incapacitated and unable to make or express your wishes yourself.

  • All legal services and estate documentation preparation and thorough review is by the highly qualified and experienced estate planners and attorneys at HIP. Your CFP® will co-ordinate the process, providing information on best practices and guidance to you as well as being the liaison between you and the estate planning professionals at HIP, keeping the process simple.

  • Any future reviews, updates or alterations to our prepared plans caused by changes in client circumstances or by estate law can be accomplished quickly and inexpensively. Anglia/Helios can also conduct a review of an existing plan accompanied by a detailed summary for a low fixed fee.

  • Plan fees for the entire package of estate documents range between $999 and $1999 depending on complexity, how many parties require a plan (Individual? Couple?), which state in involved and whether any “hard” filing fees are required by a particular state for any real estate agreements or deeds that may form part of the plan. Future updates and reviews of existing plans are available for a fixed flat fee of $200 each time.


PRESENTATIONS AND WORKSHOPS

Simon Brady CFP®, CDFA® and founder of Anglia Advisors is available to give presentations and hold workshops and speaking engagements on a wide variety of personal finance topics, but in particular those that are highly relevant to financial planning for younger professionals and foreign nationals living in the US as well as investment management and fin-tech concepts. Previous customers and venues for these presentations and workshops have included universities, small/medium-sized private corporations, affinity groups within large corporations, the New York Public Library system as well as other regional library systems, expert professional panels at conferences and elsewhere, Meet Ups, WeWork Educational Events, the Financial Planning Association and various other trade associations and customized private sessions put together by interested groups.

Presentations have included;

  • Start Now! Why Saving And Investing From A Young Age Is So Important

  • Welcome To America! Now Here’s What You Need To Know As An Inbound Expat

  • How To Optimize Your 401k/403b

  • Saving For College .. The Smart Way

  • Why Your Financially-Stressed Employees Are A Big Problem And What Can Be Done About It

  • Coming Out Of Divorce Or Widowhood .. What You Need To Know

  • Game-Changer: Managing Your Biggest Financial Trigger: The First Kid

  • Women And Money

  • How To Build And Maintain An Effective Retirement Portfolio

  • Congrats, You’ve Graduated And Are Starting Your First Job. Now What? A Financial Guide For College Grads

  • How do the Stock And Bond Markets Actually Work? Financial Markets 101

  • Real Estate - Are You Really Ready? 7 Things That Are More Important Than Owning A Home

  • Badly Behaved. The Worst Behavioral Finance Biases That Prevent You From Making Money From Your Investments

  • Roth Or Traditional IRA? Why Even Use An IRA At All?

  • Why You Should be Using ETFs And Mutual Funds, Not Individual Stocks

  • I’m Invested. Now What? How To Tend To Your Portfolio Once It Is In Place

  • The 4 Most Important Factors that Determine The Final Balance Of Your Retirement Account (Spoiler .. None Of Them Is The Rate Of Return On Your Investments)

Speaking, presentation and workshop fees vary according to the nature and location of the engagement.

To discuss engaging Simon to speak at your company, conference, association, affinity group, Meet Up, university/high school or any other kind of interested audience on any of these topics or others related to personal finance that specifically impacts younger professionals or non-citizens living in the US, please contact me at (646) 713 2225 or email; simon@angliaadvisors.com.