How Much Should I Charge for Financial Consulting?

Setting the right price for financial consulting services is crucial for attracting quality clients while reflecting your expertise and value proposition. In the competitive Australian market, strategic pricing helps establish credibility and ensures sustainable business growth.

Last updated: 9 January 2026

Average Financial Consulting Pricing in 2026

Min

$200

Max

$800

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What Affects Financial Consulting Pricing?

  • 1Consultant's experience level and professional certifications
  • 2Complexity and scope of financial analysis required
  • 3Client size and industry sector
  • 4Geographic location and local market rates
  • 5Project timeline and urgency requirements

What's Typically Included in a Financial Consulting Quote?

Initial financial assessment and consultation
Financial planning and strategy development
Investment portfolio analysis and recommendations
Tax planning and optimization strategies
Ongoing monitoring and quarterly reviews

Example Financial Consulting Cost Breakdown

Financial Consulting

Initial consultation and financial review$400
Comprehensive financial plan development$1,200
Investment strategy and portfolio optimization$800
Tax planning consultation$600
Total$3,000

Hourly vs Project-Based Financial Consulting Pricing

How do financial consultants typically charge for their services?

Most financial consultants charge either hourly rates, flat project fees, or a percentage of assets under management, depending on the service type and client needs.

What's included in a basic financial consulting package?

A basic package typically includes financial assessment, goal setting, budget analysis, investment recommendations, and a written financial plan with implementation guidance.

How long does a typical financial consulting engagement take?

Initial comprehensive planning usually takes 4-8 weeks, while ongoing advisory relationships can continue indefinitely with quarterly or annual reviews.

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