Strategos Group Fee Schedule
Discovery Call
Clarity begins with transparency.
Strategos Group is a fee-only advisory firm.
We do not sell products, earn commissions, or accept referral fees.
Our work is independent, transparent, and aligned entirely with your interests.
Below you’ll find the typical fees for our services, along with what’s included and how engagements are structured. All pricing reflects the level of work, complexity, and senior advisory attention required.
If you're unsure where to begin, a short, complimentary discovery call is the easiest next step.
For Individuals:
Fee for Service Financial Consulting
Independent planning for people who want clarity, confidence, and a practical roadmap. No products. No commissions. No pressure.
Comprehensive Financial Plan
$2,000 – $3,500 (one-time fee)
Pricing depends on complexity: business ownership, holding companies, rental properties, pensions, multi-layer tax structures, etc.
Includes:
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Full financial review (cash flow, retirement, tax, estate, insurance, investments)
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Clear projections and scenario testing
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Written recommendations and action steps
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Implementation roadmap you can follow at your own pace
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60-day access to your advisor for follow-up and questions
Ongoing Planning (optional)
$250/hour
For individuals who want structured accountability, periodic updates, and a trusted advisor for ongoing decisions.
Includes:
• Regular check-ins
• Updated projections
• Support for life transitions
• Priority access for time-sensitive questions
For Institutions
Strategic Advisory
Organizations engage Strategos when they need senior-level strategic capacity — without hiring a full-time executive. This work is ideal for governments, universities, sector councils, non-profits, and economic development organizations.
Advisory Retainers
Starting at $7,500 per month.
Retainers typically include:
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A defined mandate
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Quarterly deliverables tied to outcomes
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Executive advisory access
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Strategy design & evaluation
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Program architecture or capital advisory
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Governance & decision-making frameworks
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Support for priority files and emerging issues
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Coordination across teams or external partners
Project-Based Engagements
Custom pricing
For organizations requiring strategic assistance on a defined project or priority.
Includes scoping, timelines, deliverables, and clear decision-support outcomes.
Why Fee Only?
Your financial life, your family relationships, and your strategic decisions deserve independent guidance.
Being fee-only means:
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No hidden incentives
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No product sales
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No asset-based pricing
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No commissions
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No referral fees
You pay only for clarity, advice, and thoughtful long-term guidance.