Escient Financial

PRICING

SIMPLE FLAT-RATE FEES.

​NO PERCENTAGES. NO CONFUSION.

MULTIPLE OPTIONS TO MEET YOUR NEEDS.

MULTIPLE OPTIONS TO
MEET YOUR NEEDS.

WHICH SERVICE IS RIGHT FOR YOU?

WHICH SERVICE IS
RIGHT FOR YOU?

Do you want to manage your own investments or professional management of your investments?
Manage my own investments

You want Comprehensive Financial Planning. Answer the next question to find out exactly which service is right for you.

Professional management of my investments
Ongoing Comprehensive Financial Planning & Investment Management
Do you want a one-time financial plan or continuous/ongoing financial planning?
One-Time Financial Plan
Complete Comprehensive Financial Plan
Continuous/Ongoing Financial Planning
1st 6 Months: Complete Comprehensive Financial Plan
After the 1st 6 Months: Ongoing Comprehensive Financial Planning

COMPREHENSIVE FINANCIAL PLANNING

COMPLETE ​COMPREHENSIVE FINANCIAL PLAN

  6 Months of Comprehensive Financial Planning

  Complete Personalized Comprehensive Financial Plan  

  24/7 Access to Your Financial Plan & Client Portals

  Unlimited Access to Your Financial Planner/Advisor

  Implementation Support

  Accountability

  Budgeting Tool

  Digital Vault Storage

  Financial Plan Monitoring

  Extended Schedule Availability

  Unlimited Phone & Email Support

  Weekly Insights Newsletter

  6 Months of Comprehensive Financial Planning

  Personalized Comprehensive Financial Plan  

  24/7 Access to Your Financial Plan & Client Portals

  Unlimited Access to Your Financial Planner/Advisor

  Implementation Support

  Accountability

  Budgeting Tool

  Digital Vault Storage

  Financial Plan Monitoring

  Extended Schedule Availability

  Unlimited Phone & Email Support

  Weekly Insights Newsletter

$7,500

$3,750 initial payment, then $625 per month for 6 months

GET STARTED NOW!

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ONGOING COMPREHENSIVE FINANCIAL PLANNING

ONGOING COMPREHENSIVE
FINANCIAL PLANNING

KEEP IT GOING

​STAY ON THE RIGHT PATH TOWARD ACHIEVING YOUR GOALS
As your life changes, your financial plan needs to change with it so that you're able to adapt to new financial risks and opportunities. Once your Complete Comprehensive Financial Plan term has ended, you can continue receiving financial planning and investment advice so you stay on track toward achieving your goals.
ONGOING ​COMPREHENSIVE FINANCIAL PLANNING
​(for clients who have completed the 6-Month Complete Comprehensive Financial Plan service)
ONGOING ​COMPREHENSIVE
FINANCIAL PLANNING
​(for clients who have completed the 6-Month
Complete Comprehensive Financial Plan service)

  Ongoing Comprehensive Financial Planning

  Complete Personalized Comprehensive Financial Plan  

  24/7 Access to Your Financial Plan & Client Portals

  Unlimited Access to Your Financial Planner/Advisor

  Implementation Support

  Accountability

  Keep Your Accounts Where They Are

  Manage Your Own Investments

  Periodic Review Meetings

  Budgeting App

  Digital Vault Storage

  Financial Plan Monitoring

  Extended Schedule Availability

  Unlimited Phone & Email Support

  Weekly Insights Newsletter

  Ongoing Comprehensive Financial Planning

  Personalized Comprehensive Financial Plan  

  24/7 Access to Your Financial Plan & Client Portals

  Unlimited Access to Your Financial Planner/Advisor

  Implementation Support

  Accountability

  Keep Your Accounts Where They Are

  Manage Your Own Investments

  Periodic Review Meetings

  Budgeting App

  Digital Vault Storage

  Financial Plan Monitoring

  Extended Schedule Availability

  Unlimited Phone & Email Support

  Weekly Insights Newsletter

$6,000 Annually

60% Less Than the Initial Financial Plan

Paid monthly. Cancel anytime with 30-day notice.

GET STARTED NOW!

​​

ONGOING COMPREHENSIVE FINANCIAL PLANNING
​& INVESTMENT MANAGEMENT

MANAGING YOUR OWN INVESTMENTS ISN'T FOR EVERYONE

ESCIENT FINANCIAL CAN MANAGE YOUR INVESTMENTS SO YOU DON'T HAVE TO

Personalized Portfolios

Many advisors will manage your portfolio with models they use for all of their clients. Escient Financial customizes your portfolio for your goals, values, risk tolerance, and personal preferences.

No Asset Minimums

Many advisers will only work with you if you have a minimum amount of assets to manage. Not Escient Financial. If you've just made your first $100 contribution to your retirement account, or even if you still need to open your account, Escient Financial is happy to help you.

Non-Discretionary

Escient Financial will place trades on your accounts for you with your permission after the recommended trades are reviewed. Changes are only made with your approval, so you're always aware of what's happening with your accounts.

Digital Assets

Most advisors cannot or will not provide advice and management of bitcoin and other digital assets, but as a Certified Digital Asset Advisor (CDAA) and Certified Blockchain & Digital Assets Advisor (CBDA), Escient Financial has the expertise and willingness to help you invest in the newest asset class if it's the right investment for you.*

ONGOING COMPREHENSIVE FINANCIAL PLANNING
​& INVESTMENT MANAGEMENT

  Includes everything in Ongoing Comprehensive Financial Planning, plus...

  24/7 Account Access

  Digital Experience

  Access with Website and Mobile App

  Quarterly Performance Reports

  Manual or Automatic Rebalancing

  Account Monitoring

  Automatic Recurring Deposits

  Cash Management Account with High Interest APY

  FDIC-Insured Cash Management Account

  SIPC-Insured Traditional Investment Accounts

  FINRA/SIPC Member Traditional Account Custodian

  Optional Billing to Traditional Investment Accounts

Traditional Accounts Only

Brokerage, IRA, Roth IRA, SEP IRA, Solo 401(k), Trust, etc.

$10,200 Annually

Paid monthly or quarterly. Plus initial fee of $3,000.

Initial fee waived for existing clients.

Cancel anytime with 30-day notice.


With Digital Asset Accounts

for investing in Bitcoin and other cryptocurrencies*

$15,000 Annually

Paid monthly or quarterly. Plus initial fee of $3,900.**

Initial fee waived for existing clients.

Cancel anytime with 30-day notice.


GET STARTED NOW!
What is a Digital Asset Account?

A Digital Asset Account is an account that holds actual Bitcoin or other cryptocurrency or digital asset. A Digital Asset Account would not be an account that you invest in ETFs or other securities or investments. If you're not investing in actual Bitcoin, Ethereum, any other cryptocurrency coin or token, or NFTs, then you do not need a Digital Asset Account.

What if I want to invest in Bitcoin ETFs, Ethereum ETFs, or other similar funds?

Bitcoin ETFs, Ethereum ETFs, and many other investment funds that invest in digital assets can be held in traditional accounts such as taxable brokerage and IRA accounts. For example, if you want to invest in a spot Bitcoin ETF you would only need a Traditional Account and not a Digital Asset Account.

What if I start with only Traditional Accounts and later want Digital Assets?

If you start with Traditional Accounts Only now, and later want to invest in actual Bitcoin in a Digital Asset Account we can easily upgrade your service to accommodate.

What does the initial fee cover?

The initial fee covers the extra time spent early on in the engagement for discovery and onboarding.

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** Additional fees for custody and/or trading for digital asset accounts may apply and are charged to the managed account by the custodian and/or technology platform provider. Escient Financial does not receive any compensation for or from trading or custodial fees.

ONGOING COMPREHENSIVE FINANCIAL PLANNING
​& INVESTMENT MANAGEMENT

MANAGING YOUR OWN INVESTMENTS ISN'T FOR EVERYONE

ESCIENT FINANCIAL CAN MANAGE YOUR INVESTMENTS SO YOU DON'T HAVE TO

Personalized Portfolios

Many advisors will manage your portfolio with models they use for all of their clients. Escient Financial customizes your portfolio for your goals, values, risk tolerance, and personal preferences.

No Asset Minimums

Many advisers will only work with you if you have a minimum amount of assets to manage. Not Escient Financial. If you've just made your first $100 contribution to your retirement account, or even if you still need to open your account, Escient Financial is happy to help you.

ONGOING COMPREHENSIVE FINANCIAL PLANNING
​& INVESTMENT MANAGEMENT

  Includes everything in Ongoing Comprehensive Financial Planning, plus...

  Dedicated Investment Management Team

  24/7 Account Access

  Digital Experience

  Access with Website and Mobile App

  Quarterly Performance Reports

  Manual or Automatic Rebalancing

  Account Monitoring

  Automatic Recurring Deposits

  SIPC-Insured Traditional Investment Accounts

  FINRA/SIPC Member Custodian

 Assets Under AdvisementAnnual Flat Fee Equivalent Annual % of Assets
Below $1 million
 $7,500As Low As 0.75%
Between $1 million and $5 million
 $10,2000.204% to 1.02% 
 Between $5 million and $10 million $15,300 0.153% to 0.306%
 Between $10 million and $15 million $20,4000.136% to 0.204% 
 Between $15 million and $20 million $25,2000.126% to 0.168% 
 Above $20 million $30,600No More Than 0.153% 
GET STARTED NOW!
What are Assets Under Advisement?

Assets Under Advisement are assets that Escient Financial advises you about, but may not necessarily also manage for you. All investments that Escient Financial manages for you are included in Assets Under Advisement, but so are the following in personal, individual, joint, and trust accounts:


  • Cash in checking and savings Accounts
  • Assets in employee-sponsored retirement plans that Escient Financial may advise on (i.e. 401(k), 403(b))
  • Equity compensation
  • Assets in personal retirement plans that Escient Financial may advise on (i.e. IRA, Roth IRA, SEP IRA, Solo 401(k), etc.)
  • Investments in brokerage accounts
  • Bonds
  • Annuities
  • Investments in custodial accounts (i.e. UTMA, UGMA, etc.)
  • Investments in education savings accounts (i.e. 529, Coverdell, etc.)
  • Cash and Assets in high-yield accounts
  • Real estate investments
  • Digital Assets & Cryptocurrencies held at centralized exchanges, decentralized market makers, or self-custody

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HOURLY FINANCIAL PLANNING

HOURLY
FINANCIAL PLANNING

Looking for a review or update to your existing financial plan without a monthly fee?

Hourly financial planning is for you. We'll cover any and all areas you want for a simple hourly rate.

Looking for a review or update to your

existing financial plan without a monthly fee?

Hourly financial planning is for you. We'll cover

any and all areas you want for a simple hourly rate.

$300 / Hour

One-hour minimum

Some of the financial planning focus areas that can be covered by hourly financial planning include:

  Possibilities & Goal Planning

  Cash Flow & Budgeting

  Debt Management

  Digital Assets & Cryptocurrency*

  Insurance Planning

  Emergency Fund

  Purchasing a Home

  Risk Management

  Business Planning

  Education Savings

        Employee Benefits Optimization
  Social Security

  Real Estate Investment Planning

  Investment Analysis

  Personalized Investment Advice

  Investment Education

  Retirement Planning

    Estate Planning
  Tax Planning

  Possibilities & Goal Planning

  Cash Flow & Budgeting

  Debt Management

  Digital Assets & Cryptocurrency*

  Emergency Fund
 Insurance Planning 
  Net Worth Tracking

  Purchasing a Home

  Risk Management
    Business Planning

  Education Savings 

  Employee Benefits Optimization
  Social Security

  Investment Analysis

  Personalized Investment Advice
   Investment Education

  Real Estate Investment Planning
  Retirement Planning
   Estate Planning  
  Tax Planning

GET STARTED NOW!

2 WAYS TO GET STARTED

Let's Meet First

Want to learn more about me and tell me more about you to see if we're a good match? That sounds great! Let's meet. Go ahead and click the button below to schedule a meeting right now.

Find Out More with a FREE Introductory Meeting

Get Started Immediately

Start Your Journey to Financial Freedom Today!
Start Your Journey to
Financial Freedom Today!

Comprehensive financial planning is the right way to go, isn't it? Jump right in, right now, and get started with your financial plan today with a FREE 7-DAY TRIAL, complimentary Financial Planning Experience meeting, and review of your current financial situation. There's NO COST and NO OBLIGATION. Click the button below to see how.

See How to Get Started Now

​​

Still Have Questions?

Check out the FAQ
Send an Email
Find Out More with a FREE Introductory Meeting

Hours

Monday - Friday: 9am - 5pm Pacific

Early Mornings, Evenings, & Weekends: Call or E-mail to Schedule

Location

Simi Valley, California

Available to work with anyone anywhere in the USA through virtual solutions.

[email protected]
805.864.6555
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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Escient Financial makes no representation as to the completeness or accuracy of information provided at these web sites.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and  the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

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