There is NO minimum necessary for us to build a financial plan for you. Everyone can benefit from a financial plan even if they want to start out investing only $50 a month. However, for long term money management services, we have a retainer fee of $250 per quarter per client. We will help people with less than $50,000 in assets build a financial plan that will help them grow their money. We will meet with these clients quarterly to review their investments.