Aergo Financial Planning
Ben Mayhew, CFP
CFP
Pricing
What they charge
- Hourly $250/hr +HST
- Comprehensive plan from $2,000 base (individual, minimal complexity) +$500 each per partner/child/added complexity, +$1,000 per added entity
- DIY Planning $25/mo
- FIRE planning $2,000-$4,000
- Retirement planning $2,000-$3,000
- Financial plan second opinion $2,000
- Medical student $20/mo or $125 one-hour
- Physician transition-to-practice $4,000 (or $200/mo)
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Hourly, Subscription
Client minimum
Not stated
Coverage
Halifax, NS
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Aergo Financial Planning
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Physicians/medical professionals; young professionals; behavioural planning
What's included
Services
Comprehensive advice-only planning, hourly/project advice, retirement & cash-flow projections, investment & insurance second opinions, DIY platform, physician packages
Work with Aergo Financial Planning
Advice-only and commission-free, CFP
Independently listed in our fee-only directory. Last checked June 2026.
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