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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.

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If you're unsure where to begin, a short, complimentary discovery call is the easiest next step.​

For Individuals:
Fee for Service Financial Planning

Independent planning for people who want clarity, confidence, and a practical roadmap. No products. No commissions. No pressure.

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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:

  • Full financial review (cash flow, retirement, tax, estate, insurance, investments)

  • Clear projections and scenario testing

  • Written recommendations and action steps

  • Implementation roadmap you can follow at your own pace

  • 60-day access to your advisor for follow-up and questions

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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 Families Family
Wealth & Governance

Families don’t struggle because of a lack of technical planning — they struggle because of unclear expectations, unclear decision-making, communication gaps, and transitions without structure.

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Our family governance work helps families build clarity, reduce conflict, empower rising generations, and strengthen long-term continuity.

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Introductory Governance Workshop

$4,000 – $6,000
Ideal for families beginning their governance journey.

 

Includes:

  • Pre-work and diagnostic review

  • A facilitated family session

  • Introduction to key governance concepts

  • Identification of priorities and next-step decisions

  • Summary notes + recommended roadmap

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Governance Roadmap (Three-Month Engagement)

 

$10,000/month (three-month minimum)
Our most common engagement. Designed for families preparing for succession, transitions, or a more intentional approach to long-term alignment.

 

Includes:

  • Individual family interviews

  • Governance framework design (roles, decision rights, communication protocols)

  • Conflict-prevention structures

  • Next-gen development pathways

  • Two to three facilitated family meetings

  • A clear, written governance roadmap

  • Advisory access throughout the engagement

 
Annual Family Governance Program

Custom pricing (typical range $30,000 – $60,000/year)
For families seeking long-term partnership and continuity.

 

Includes:

  • Annual family retreat or assembly

  • Quarterly governance meetings

  • Ongoing advisory support to leadership and next-gen members

  • Succession and transition guidance

  • Curriculum and facilitation for rising generation

  • Rapid-response support during inflection points

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.

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Advisory Retainers

$7,500 – $15,000/month
(Annual mandates preferred.)

 

Retainers typically include:

  • A defined annual mandate

  • Quarterly deliverables tied to outcomes

  • Executive advisory access

  • Strategy design & evaluation

  • Program architecture or capital advisory

  • Governance & decision-making frameworks

  • Support for priority files and emerging issues

  • Coordination across teams or external partners

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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:

  • No hidden incentives

  • No product sales

  • No asset-based pricing

  • No commissions

  • No referral fees

You pay only for clarity, advice, and thoughtful long-term guidance.

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