Our Fees

Herzog Financial Group is a Fee-Only firm. We are paid directly by our clients for our services,. This is our only source of income. We do not receive compensation, commissions, fee splits, or any other financial incentives from brokerages, banks, insurance companies, or financial service providers. Our advice is free from the influence such outside compensation can create.

Our fees are billed on an hourly basis. You pay only for the time we spend meeting with you, analyzing your information, and delivering the results of our planning. We provide an estimate of the expected time commitment upfront and keep you informed along the way to ensure transparency and avoid surprises.

After completing a financial planning engagement, you may choose to continue working with us to implement your plan, review it periodically, or receive investment advice as needed. This ongoing support is also billed hourly and initiated at your request.