Anglia Advisors
Financial Planning. Re-imagined
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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.

  • $210-$230 per hour depending on complexity


MONTHLY MEMBERSHIP

Ongoing access. A financial professional at your side, always.

  • 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.

  • $259 to $289 per month (individual or couple) plus a one time setup fee


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

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


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.

  • $699 one-time payment per consultation.


PROFESSIONAL PORTFOLIO MANAGEMENT

Affordable 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 ETF investments.

  • Move the assets to (or set up new accounts on) one of our own technology-driven, diversified, low-cost ETF-based platforms or else you can have the assets in your existing retirement account (401k, 403b etc.) or in your existing investment account professionally allocated, managed, overseen and monitored on a discretionary basis without having to transfer them if don’t want to.

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

  • Below 0.65%-0.98% annually of assets managed depending on portfolio size (no minimum)


PROFESSIONAL PORTFOLIO ADVISORY

Professional investment advice and customized recommendations for higher balance accounts. Cost-effective diversification.

  • An experienced CERTIFIED FINANCIAL PLANNER™ investment consultant will analyze your investments and provide advice and recommendations for you to help structure or restructure a strong, cost-effective, tax-efficient, highly diversified portfolio personalized to your specific circumstances.

  • Initial and then ongoing advice can be given on a non-discretionary basis on investments on your current platform (no need to change or transfer accounts) such as IRAs, brokerage accounts, custodian accounts, trust accounts etc. etc., even including any existing in-force retirement accounts (401k, 403b etc.). For new accounts that need opening, fast-track concierge on-boarding service can be offered through our arrangement with Charles Schwab.

  • Non-discretionary advice and recommendations can be given at a lower cost than providing discretionary management, making our fees extremely competitive for higher balances - and multiple members of the same household can aggregate their accounts for customized advice under one flat fee.

  • $2500 per quarter flat fee for any amount up to $3m with one-time set-up fee, above that amount: 0.33%


STUDENT LOAN REPAYMENT OPTIMIZATION

Get debt-free quicker. Pay less.

  • There is one algorithmically-calculable optimum method to pay down student loans - and plenty of wrong ways. Let us show you what your system should be and how much the optimum total repayment amount is, customized to your particular circumstances.

  • Potentially knock years off your repayment period and save thousands of dollars in interest charges as well as examining various re-financing, income driven or forgiveness options and mapping out scenarios showing how they could affect you.

  • Works for those with multiple loans (regardless of how many) with different balances (regardless of how large or small) and various applicable interest rates (regardless of how high or low).

  • See Per Hour Financial Planning pricing above


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.