Our Pricing

At Interlock Financial, we believe exceptional financial advice begins with trust and transparency. Our mission is to provide proactive financial planning and investment management tailored to your goals, values, and long-term financial success. We are committed to clear communication, thoughtful guidance, and transparency regarding how we are compensated.

Investment Advisory Services

Our investment advisory services include ongoing portfolio oversight, strategic asset allocation, disciplined investment management, and regular reviews to help keep your portfolio aligned with your financial objectives. As your goals, personal circumstances, or market conditions change, we may make recommendations and portfolio adjustments as appropriate.

Investment advisory fees are calculated based on the assets we manage on your behalf and are deducted quarterly from your investment accounts. We do not charge trading commissions or transaction fees on advisory accounts.

Financial Planning

Comprehensive financial planning engagements typically range from $5,000 to $10,000, depending on the complexity of your situation and the scope of services provided. For clients with more complex planning needs, fees may vary based on the anticipated time and expertise required.

Financial planning fees are processed securely through AdvicePay. For clients who maintain at least $1,000,000 in assets under Interlock Financials’ management, ongoing annual financial planning fees are waived.

Commission-Based Solutions

As fiduciaries, we are committed to acting in our clients' best interests. While the majority of our recommendations are provided through our fee-based advisory services, there are situations where a commission-based solution may be the most appropriate option for a client's needs.

These recommendations may include life insurance, long-term care insurance, annuities, or certain alternative investments. Whenever a commission-based recommendation is made, we fully disclose how we are compensated so you can make an informed decision with complete transparency.