Fees

At Legacy Focus Group, we believe clarity builds confidence — and that begins with how we structure our fees. Every family’s situation is unique, so our engagements are customized to reflect your goals, level of complexity, and desired level of involvement.

Our services are typically offered in one of three formats:

• Fixed or Project-Based Engagements – Ideal for specific needs such as estate organization, entity coordination, or other specific concerns. You’ll know the scope and cost upfront, with no surprises.

• Ongoing Advisory Relationships – For families seeking continuous coordination, administration, and planning support, we offer ongoing engagements structured around predictable monthly or quarterly fees.

• Bill Pay & Administrative Services – For households that use our bill pay platform or require day-to-day financial administration, we provide set monthly costs based on the number of entities, accounts, and payment volume — ensuring transparency and consistency.

Before any engagement begins, we outline the scope of work, timing, and deliverables in clear terms so you understand exactly what to expect.