Financial advice for people who feel they could be doing more.
Are your finances heading in the right direction? With no asset minimums and a relationship-based approach, we help remove money as a barrier, so you can live life more fully.
Services designed for your 30s, 40s, and beyond.
Life gets more complicated as you get older, which can make it increasingly difficult to stay ahead of your finances. We offer a range of adaptable services that help keep your actions aligned with your values and future ambitions.
With Hundred Financial Planning, young families and career-focused millennials can enjoy a direct relationship with a financial advisor dedicated to helping them reach their unique goals. Our services include regular check-ins and on-demand guidance, so you always know what's going on.
Investment Management
Education
Planning
Open
Enrollment
Tax
Planning
Cash Flow Review
Major Purchase Planning
Retirement
Planning
Insurance
Review
Budgeting Assistance
Debt
Management
Estate
Planning
General Guidance
We're here to help you keep a healthy relationship with money.
Working with a financial advisor can be a little intimidating. That's why we strive to make you comfortable and confident with the decisions that you're making. It starts with deciding whether or not you want to work with us.
Hundred is a great fit if:
You’d like to spend less time managing your finances
You want guidance on many financial topics as they come up
You prefer to delegate but still want to understand what is going on
You have life transitions coming up soon like getting married, growing your family, moving, starting a business, etc.
You’re ready to stop second-guessing if you’re doing enough
You want continuing support from someone you trust
Still not sure? Our intro calls are zero-cost and commitment-free. Click the button below to schedule a meeting with us.
We believe in a pricing model that aligns with our clients' best interests—clear, fair, and based on the complexity of your financial situation. Our goal is to provide exceptional value while keeping things simple.
Your annual fee is based on whether you’re an individual or a couple, with adjustments for added complexity like equity compensation or self-employment income. As your invested assets with us grow, your planning fee is reduced—once you reach a certain threshold, the cost is fully offset.
We’ll confirm your exact pricing during our Discovery Call. Use the calculator below to get an estimate based on your situation.
How We Charge
Check out our calculator!
Enter the assets you’d like us to manage in our calculator to get a fee quote.
Investment Management (Optional)
1% annual fee on Investments Managed
Up to the first $1 million
As your investments with us grow, your financial planning fee decreases.
No additional planning fee once your investment fee covers the cost of the relationship.
Example:
For a couple with no equity comp or self-employment investing $250,000, the planning fee drops to $208/month with 1% AUM.
About Hundred Financial Planning
Hundred Financial Planning was created to help people in their 30s and 40s maintain a healthy relationship with their money while being proactive about their financial future. For many young professionals, finances can become increasingly overwhelming as you grow older, look to start a family, and try to balance "enjoying life" with "fiscal responsibility".
Even for those who feel more confident in their current financial plan, we've found they're either wasting money on something they don't need or missing out on opportunities that could really benefit them in the long run.
Wherever you're at, our mission remains the same. We want to build a relationship where we clearly understand your financial goals and help you take actions now that keep you always moving towards them.
Being a good steward shouldn't be a burden. It should empower you to live a more present, enjoyable, and impactful life.
