Clear Pricing. A Retirement Plan You Can Actually Use.

Every relationship begins with a financial plan because your investments, taxes, retirement income, Social Security and estate documents should work together—not operate as separate parts.

Two men shake hands across a wooden table in a casual meeting room. The older man on the left is wearing a purple shirt and glasses, holding a document. The younger man on the right is wearing a patterned shirt with a vest, smiling, and wearing a wristwatch. The room has a white brick wall with wall art including a large sign that reads 'Support Your Local Caffeine Dealer' and an abstract wall sculpture made of circular shapes. There is a bookshelf, a lamp, and a small cabinet in the background.

  • Foundational planning: budgeting and cash flow, retirement projections, risk review, basic investment alignment. Best if you're 10+ years from retirement and want a strong foundation.

  • Tax strategy and optimization, education planning, insurance review, estate-document preparation. Ideal for families 5–15 years out who need multi-layered coordination.

  • Busisess planning, charitable-giving strategy, family governance, and coordination with your CPA and attorney. For high-complexity households and those already in the Red Zone.

Financial planning tiers

Investment management

Wealth Management pricing for Lake Norman clients, a photo of a financial table showing portfolio values and their corresponding annual fees in percentages.

Financial planning is a separate professional service from investment management.

 50% is due when the planning engagement begins.

 The remaining 50% is due when the Retirement Blueprint is completed and delivered.

 If St. George Wealth Management manages at least $500,000 for your household, the second half of the planning fee is waived.

Find a time that works best for you.

Contact Us

Don't hesitate to contact us and schedule a meeting at your convenience. Whether it's for a quick hello or to review your portfolio, we provide complimentary consultations on all financial services and strategies. If that’s too personal, feel free to email us below.