Flat Fee Financial Planning
About
Fee-Only
There are no backdoor commissions or hidden costs associated with my service. Clients will never be sold a product, and I never collect a commission.
Independent
Unlike 90% of financial advisors, I'm not associated with any financial company or broker dealer, so I give you straightforward and unbiased advice.
Flat Fee
I charge one transparent, flat fee for all financial planning and investment management. No AUM fees based on how much in assets you have.
Comprehensive Financial Planner
The vast majority of "financial advisors" are simply salesmen or money mangers. At Baskin Financial Planning, I take a holistic wealth management approach to every aspect of your financial well- being.
Erik Baskin
Founder, Financial Planner
In 2018, after graduating the U.S. Air Force Academy, I began my professional career as a hospital administrator. As I was sitting in my apartment in Cheyenne, Wyoming I quickly realized that the military wasn't going to be a career for me. I knew that I wanted to start a business, I just didn't know what yet. I had to build something that was mine, and gave me time and location autonomy. For the next 9 months, I read business and entrepreneurship books and looked up business ideas online. One book in particular called the $100 Startup by Chris Guillebeau said that you should find something that people naturally come to you for, and something that you are passionate about. This was a lightbulb moment. For me, that thing has always been investing and personal finance. From there on out, I was dead set on building a financial planning firm to help people live their best life, and align their money with their values. I began building Baskin Financial Planning in early 2019, turning what began as a personal passion in financial planning into a business that was formally launched in 2021.
When I'm not busy building financial plans, I keep busy by spending time with my wife Shelley and my two Greyhounds Rafa and Poppy, coaching hockey, working out, playing golf, hunting, going to country concerts, or reading a book on my favorite subject- personal finance.
Education
- B.S., Economics, U.S. Air Force Academy
- MBA, Finance, University of Nebraska
- FINRA Series 65 Licensed
- Candidate for CFP® certification
Services and Fees
Ongoing Comprehensive Financial Planning
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This is the most hands on service that I offer and is designed for those that desire a dedicated, ongoing relationship with me as a 1:1 financial planner.
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Price: This service is paid by a flat fee based on complexity deducted from account and/or paid with card/bank
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Low: $250/month
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Medium: $625/month
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High: $1,000/ month
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One-Time Military Transition Plan
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This is for military members that are 12 months or less from their transition out of active duty. This is a one-time engagement of a financial plan covering 20+ planning areas to get you confident with every financial aspect of your transition out of the military.
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Price: $3,000 ($1,500 up front, $1,500 upon plan completion or monthly payments over 6 months).
BLUF Finance Membership for Active Military
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This is a military financial planning membership with the resources and structure to help you learn about ways to make better financial decisions and monitor your financial situation throughout the year.
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Price: Founding member launch in January for $19/mo. full price will be $39/mo. or $390/year
Hourly Financial Planning
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Best for those do-it-yourselfers who need help getting on the right path or want a second opinion. Good for anything from one-off questions and projects, all the way up to a full financial plan with action steps for you to implement.
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Price: $300/hour
