How We Charge

At Plan First Wealth, our fees are transparent. We communicate with our clients so they understand how their fees are calculated and how much they will be paying.

All fees are explicitly agreed in advance and whilst fee payments may be facilitated by a product provider, trustee or custodian, any fees we receive come directly from our clients and/or their account(s). Nobody pays us but our clients and we are beholden to nobody but them.

Plan First Wealth charges ongoing fees and one-time fees.  On an ongoing basis we charge a flat percentage of a client’s assets under management, typically 1.25% p.a. Additionally, we charge a setup fee for certain non-US accounts and for estate planning. Please refer to our Form ADV Part 2A for more information about fees, including those charged by third parties.

PFW Fee Guarantee

If during your first 6 months as a client of PFW you are dissatisfied with the service we provided, we will refund all advice fees charged during that period.*

*This includes any financial planning and advisory fees. Account Setup fees and fees charged by the platform or trustee are not covered by this guarantee.

Wondering if We’re the Right Fit?

Learn Who Approaches Plan First Wealth and Why

Plan First Wealth is uniquely positioned to serve individuals who have both a UK and US connection. Most commonly, our clients are successful British expatriates (whether on a visa, Green Card or US citizens) with at least $1M net worth.