We want to make sure you know how we charge for our services before you meet with us.

  • Initial Meeting:  No Charge
  • Initial Financial Plan: Starting at $1,500
  • Subscription Financial Planning: Starting at $150/month
  • Investment Management (see below) Starting at 0.25% annually

Investment management fees for financial planning clients:

Less than $999,000 0.50%
$1 Mil - $2,999,999 0.40%
$3 Mil - $4,999,999 0.30%
$5 Mil and Up 0.25%

To schedule a meeting, please click here.

To explore stories about the types of clients we work with, click here.

At our firm, financial planning fees are determined by the complexity of your situation.  Investment management fees are based on the above schedule.  After we sit down and discuss your situation together, we will provide you with the exact financial planning flat fee.