Services and Fees

We believe in delivering value that extends beyond financial transactions, prioritizing your long-term success and well-being.

At Sarkor Financial Advisors, we offer a range of services tailored to meet the unique needs of our clients. From comprehensive financial planning to investment management, we are here to support you every step of the way. Our fee-only structure ensures transparency and alignment with your best interests.

We Offer Three (3) Service Paths:

Fiduciary
By The Hour

Financial planning engagements start at $350 per hour with a 1-hour minimum. The fee is due upon completion of the engagement.

One Issue, One Mini-Plan, You Implement

We offer project-based financial planning engagements for $2,000 – $10,000. Half of the fee is due at the beginning of the process and the remainder is due upon completion of the work.

Comprehensive Planning with Ongoing Support and Implementation

Includes an upfront fee that starts at $2,500 and an ongoing annual fee that starts at $7,500 for individuals, $9,600 for couples, and $12,000 for small business owners.

Fees are based on complexity, the needs of the client and the scope of the work, and may be negotiable. The final agreed-upon fee will be outlined in your advisory contract. Billing options are available.

Investment Management

Available for clients utilizing our Comprehensive Financial Planning services, allowing for full-service outsourcing of your investments so you can focus on your life, career and/or business. You will review and approve the strategy and we—at Sarkor Financial—will implement it. Fee: % of client assets under management (aum), starting at 1% for aum above $500,000 and decreasing as client aum increases per fee schedule. For client aum of $500,000 and below, this service fee is included in the fee for comprehensive planning. Contact us for full table of fees.

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Let's Talk About How We Can Help You

After you’ve explored the information we have provided and feel like we’d be a good fit, click below to complete our meeting request form. We’d love the opportunity to assist you on your financial journey!