Strategos Group Fee Schedule
Complimentary Hour
Have a simple question or want to explore if Strategos Group is right for you?
​This free hour is for you to direct.
If it can be solved in an hour we are happy to provide this at no cost.
​If you're just exploring we would be happy to walk through our process to see if it's a fit.
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Price: Complimentary
Fee for Service Financial Planning
Our financial planning services are tailored to meet your unique needs, whether you're building wealth, preparing for retirement, or managing your family’s future. ​​​A detailed, actionable plan covering budgeting, forecasting, and tailored strategies for financial growth:
$1,750 +HST
Follow-up consultations, regular review, updates, and adjustments to your plan as needed:
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$250/hour +HST
Family Wealth & Governance
Family Wealth & Governance engagements start at $10,000 per month, with a three-month minimum commitment due upon signing. This all-inclusive retainer covers:
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Facilitation and planning for your custom Family Legacy Retreat and Annual Family Meeting
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Creation of your Family Roadmap
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Ongoing advisory, decision support, and quarterly family engagement
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One-on-one financial planning support for individual family members
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Liaison and integration with your legal, tax, and investment advisors
We work with a limited number of families at a time to ensure each receives dedicated support.
Please note: Retreat and Family meeting expenses (such as venue, accommodations, and meals) are separate and tailored to your family’s preferences.
After the initial three-month engagement, our work continues on a month-to-month basis as needed — evolving with your family's goals, transitions, and future planning.
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This structure is designed for families with up to six actively engaged members. Larger family systems may require a tailored scope and investment.