2026 State of Financial Planning Fees
The 2026 State of Financial Planning Fees study highlights how fees, client demographics, and business models are reshaping the economics of advice.
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New benchmark data shows a meaningful shift in how advisors price financial planning. In the newly released 2026 State of Financial Planning Fees study, the average annual/retainer fee rose 52% since 2023—a clear signal that planning led, explicitly priced advice is becoming the norm.
The study highlights how fees, client demographics, and business models are reshaping the economics of advice.
In the report, you’ll see:
- What advisors are charging for flat, retainer, subs-cription, and AUM based fees
- Key differences between RIAs and non RIAs
- Why more advisors are now charging for all financial plans