• Home
  • About
    ▼
    • About Melanie Brophy
    • Our Process
    • Pricing
  • Our
    Difference
  • Services
  • Comprehensive
    Financial Planning
  • Learning
    Center
    ▼
    • Recent Posts
    • Checklists & Flowcharts
    • Financial Calculators Blog
    • Financial Calculator Tools
  • Client
    Logins
    ▼
    • Altruist
    • Right Capital
  • Contact
  • Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
SCHEDULE A MEETING NOW
Next Play Financial

Next Play Financial

  • Home
  • About
    • About Melanie Brophy
    • Our Process
    • Pricing
  • Our
    Difference
  • Services
  • Comprehensive
    Financial Planning
  • Learning
    Center
    • Recent Posts
    • Checklists & Flowcharts
    • Financial Calculators Blog
    • Financial Calculator Tools
  • Client
    Logins
    • Altruist
    • Right Capital
  • Contact

Pricing

Pricing

Investment Management Services

Tiered Investment Management Fee

Assets Under ManagementAnnual Advisory Fee
$0 – $500,0001.00%
$500,001 – $1,000,0000.85%
$1,000,001 – $1,500,0000.70%
$1,500,001 and above0.50%

Comprehensive Financial Planning

$3,500 – $7,000 for a Comprehensive Financial Planning Engagement

Comprehensive Financial Planning
Financial Goal Setting✔
Net Worth & Cash Flow Review✔
Tax Planning✔
Education Funding✔
Employee Benefit Review✔
Retirement Planning✔
Portfolio & Investment Analysis✔
Risk Management Review✔
Basic Estate Planning Review✔
Price for Standard Comprehensive Plan$3,500
Special Situation Add-Ons$500

Add-on services are $500 per situation and include the following: complex retirement income planning, caring for aging parents, real estate portfolio review, post-divorce restructuring, and business advice & planning.

Before the commencement of any work, we will agree on the fee. Once you sign the contract, the work will begin immediately. You are required to pay 50% of the total fee upfront, and the remaining balance must be paid either after the third meeting or three months after the contract date (whichever occurs first).

To ensure timely completion, we require that the presentation of the Financial Planning Report be completed within six months of the contract date. Any delay in completing the project may result in additional costs to continue the work.

Project-Based Financial Advice

Our project-based financial advice service is designed to help clients with specific financial topics that don’t fall under our standard service packages. It’s also perfect for returning clients who require regular reviews or consultations for particular issues. Our project-based financial advice is offered at an hourly rate, billed in 15-minute increments, or for a flat fee based on our hourly rate of $300 per hour.

Primary Sidebar

Melanie Brophy, CFP®, EA is a CERTIFIED FINANCIAL PLANNER™️, specializing in fee-only tax and financial planning. Melanie serves clients in Virginia and across the country.

Recent Posts

  • What’s New & Noteworthy: May 2025 Newsletter
  • Q1 2025: Quarterly Market Update
  • What’s New and Noteworthy: March & April Newsletter
  • February 2025: What’s New and Noteworthy
  • January 2025: What’s New and Noteworthy

Categories

  • Checklists & Flowcharts (5)
  • Financial Calculators (26)
  • Monthly Newsletter (9)
  • Quarterly Updates (1)

Are you ready to get started?

Discover how we can help you meet your financial objectives.

Schedule An Introductory Meeting

Footer

DISCLOSURES

Form ADV Part2
Privacy Policy
Disclaimer

Try these free Financial Calculators

CREDENTIALS & AFFILIATIONS

Cfp and Napfa logo

Fee only logo

IRS logo

CONTACT

Melanie Brophy, CFP®, EA
Next Play Financial Solutions, LLC
E: melanie@nextplayfinancial.com
P: (703) 858-4578

Meetings by Appointment Only
44679 Endicott Drive, Suite 300 #735,
Ashburn, VA 20147

Next Play Financial

Copyright © 2025 · Melanie Brophy, CFP®, EA, Next Play Financial Solutions, LLC., Ashburn, Virginia

Website Design