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.
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:
$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.
This structure is designed for families with up to six actively engaged members. Larger family systems may require a tailored scope and investment.
Customized Planning
Not every situation calls for a full financial plan or ongoing engagement. Sometimes you simply need targeted advice, a second opinion, or help working through a specific question.
With our customized, à la carte option, you set the agenda and we focus only where you need support — we are happy to help with a unique financial decision on your horizon.
$250/hour +HST