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Plans & Fees

Straightforward options, with scope and fees explained before engagement.

Auto Fin Savings Plan provides a modern, client-focused approach to financing, protection, investment and long-term financial planning.

Home / Pricing
Starter

Essential Planning

For clients beginning to organize their financial priorities.

$0/ initial review
Introductory consultation and needs review.
  • Goal and priority discussion
  • Service-fit review
  • Clear next-step roadmap
Get Started
Popular
Professional

Ongoing Guidance

For clients who want continuing planning and investment support.

$49/month
Service fees and product costs are disclosed before engagement.
  • Periodic planning reviews
  • Portfolio and goal discussions
  • Ongoing advisor access
Choose Professional
Wealth

Wealth Management

For larger portfolios requiring more coordinated planning.

Custom
Fees depend on scope, assets and services selected.
  • Coordinated wealth planning
  • Investment strategy reviews
  • Customized service scope
Apply for Wealth