HTG Advisors'
Pricing Structure

Transparent Pricing for Comprehensive
Financial Guidance

Transparent Pricing for Comprehensive Financial Guidance

What is a Fee-Only Financial Advisor?

Fee-Only advisors are compensated exclusively by their clients. HTG Advisors does not receive commissions or third-party compensation for recommending particular investments or financial products.

This structure helps us provide advice based on what we believe is best for you, without incentives tied to particular investments.

Our Fee Structure

Our fee covers both financial planning and investment management, allowing us to provide coordinated guidance across your financial life.The fee is split into two straightforward parts: a simple flat fee plus a tiered rate that drops as your investments grow.

$3,000 Annual Fixed Fee

/ year
$
Asset-based Fee Starting at 0.75%
%
An additional fee is based on the assets we manage for you. The percentage begins at 0.75% and declines at higher asset levels.
Fee on Assets Under Management (as applicable)
First $2 million 0.75%
Amount between $2 and $5 million 0.50%
Amount between $5 and $10 million 0.35%
Amount over $10 million 0.25%

See How It Works: A Real Example

For a client with a $3 million investment portfolio, the estimated annual fee would be calculated as follows:
  • $3,000 Annual Fixed Fee
  • 0.75% on the first $2 million: $15,000
  • 0.50% on the remaining $1 million: $5,000

Total Estimated Annual Fee: $23,000

This example illustrates how HTG Advisors’ tiered pricing works. As the amount of assets under management increases, the percentage applied to additional assets decreases.

HTG Advisors generally works with clients who have a minimum of $2 million in assets under management.

One Coordinated Approach

Financial planning and investment management should work together. Our combined fee structure allows us to consider your investments within the context of your broader financial life, priorities, and long-term goals.
Rather than receiving investment recommendations in isolation, you receive coordinated guidance designed around the full picture.

Start With a Clear Conversation

Your exact fee will depend on the amount of assets we manage for you. Schedule an initial consultation where we can explain our pricing, answer your questions, and help you determine whether HTG Advisors is the right fit for your needs.