Jason expects to conduct several transactions with his financial planner over the next year. In addition to a financial plan ($1800), he will also facilitate the creation of a will ($1000) and a trust ($400), and make 40 50 trades ($20 each). If Jason has $200000 in assets and the financial planner offers a fee-based plan at 2% of assets, what should Jason do?

Choose the fee-only plan.

Choose the fee-based plan.

Create his own legal documents.

Defer financial planning documents until he can afford to pay the fee to the financial planner.