Our Services and Fees

Safe Harbor Financial Advisors now offers two fee-only service programs, our standard hourly or project fee financial planning services, now informally called our "Anchorage" program, and our new subscription/retainer ongoing service program we call our "Pierside" program. The hourly/project fee structure means that you pay for just the time your advisor works with you or for you, just like the as-needed professional services provided by your doctor, dentist, attorney, or CPA.  Clients have the flexibility to engage an advisor’s services on a one-time or periodic as-needed basis in our "Anchorage" service program. Our "Pierside" program offers enrolled clients an annual service schedule that is intended to provide a structured approach to the different financial issues that our clients face each year with the services timed for greatest effectiveness during the year. You can learn more about the differences between our "Anchorage" and "Pierside" programs here.

While we understand that posting our fees on our website poses a risk of “sticker shock” for prospective clients or the ability for other planners to compare their own lower cost or “free” plans to ours, we believe that full disclosure is important in allowing you to determine if Safe Harbor is the right firm for your needs. After reviewing our service offerings and other website features we invite you to call or email to arrange a no-cost, no-obligation "get acquainted" meeting with one of our fee only financial planners. We think you will appreciate our unique approach to helping you manage your own money.

Our service offerings and fee schedule can be seen by clicking on the links below:

Comprehensive Financial Plan

Topic Specific Engagements

"Pierside" Ongoing Service Program

Learn more about the services offered by Safe Harbor Financial Advisors at our FAQ page HERE.

Learn more about the financial planning process by clicking HERE.

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