• Services
  • Accounting
  • Advisory
  • Financial
  • M&A
  • Talent
  • Tech
  • Advisory Services
Services
View All
Resources
Untitled design (5) (1)-Mar-08-2024-09-22-41-1011-PM
Guide
How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
Read More
Business Insights
Comparing Business Valuation Methods
Blog
Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
Read More
  • Financial Services
Services
View All
Resources
Contact Us
NEWS & INSIGHTS
Website Featured Content Images
Market Commentary
Financial Market Updates

Want to receive financial market updates straight to your inbox? Sign up below!

Subscribe
  • M&A Services
Services
View All
Resources
Selling a C Corporation
Guide
Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

Read More
Business Insights
Key Items to Review During Financial Due Diligence
Blog
5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
Read More
  • Talent Services
Services
View All
Candidate Resources
Contact Us
News & Insights
Outsourcing HR
Blog
Benefits of Outsourcing Your Human Resources Function
HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
Read More
  • Tech Services
Services
View All
Resources
Website Featured Content Images (1)-2
Guide
Introducing Data Analytics into Your Business

Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

Read More
Business Insights
Untitled design (1)-Mar-08-2024-08-50-35-9527-PM
Video
Pella Client Testimonial
I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
View Now
Business Insights
BLOG
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

View All
Webinars & Events
Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

View All
Financial Market
COMMENTARY
Stay Informed

Catch up on market moves with our weekly update, featuring in-depth insights and analysis.

View All
Resources
EBOOKS & GUIDES
Download Now

Take a deep dive into challenging business topics with these free educational resources. 

View All
  • News & Insights
  • About
About

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

Our Company
Our Team
Offices
Careers
Internships
Contact Us
  • Contact
Client Portal

Log in to your relevant client portal to access your account, upload documents, or make a payment.

Make a Payment
Accounting Client Portal
Financial Client Portal
Charles Schwab Login
Send Files Securely
Contact Us

Fee Schedule

Financial Planning Fees
  • $2,000 - $3,000 Flat Fee
Wealth Management Fees
  • Annual fee based upon assets under management, paid quarterly: 
MARKET VALUE OF MANAGED ASSETS % OF ASSETS
Under $1,000,000* 1.00%
$1,000,000 - $2,000,000 0.75%
$2,000,000 - $5,000,000 0.60%
$5,000,000 - $10,000,000 0.45%
$10,000,000 - $25,000,000 0.40%
Over $25,000,000 0.30%

*Lutz Financial maintains a minimum asset level of $500,000. Balances below the minimum assets are subject to a minimum fee of the lesser of $5,000 or 1.5%.

Please see our ADV Part 2A and ADV Part 2B for more details.