Transparent, fee-only pricing.
When it comes to financial planning, not all advisors are working for you. Many are incentivized by commissions, product sales, or hidden fees. As a fee-only fiduciary, we are legally and ethically bound to act in your best interest, always.
Unlike commission-based advisors who may prioritize products that earn them the highest payouts, our only compensation comes directly from you, ensuring our advice remains objective, transparent, and aligned with your financial goals.
Being a fiduciary allows us to be true advocates for our clients.
No Commissions, No Conflicts, Just Unbiased, Expert Financial Guidance
Many clients want more than just a one-time financial plan or short-term advice. They also want ongoing guidance - someone to help with implementation, monitoring, and education - someone to keep them on track.
We offer optional investment management services with no asset minimums required, so you can access professional guidance regardless of your portfolio size.
Our flat-fee structure provides clarity and fairness, covering comprehensive financial planning without hidden costs or conflicts of interest:
$6,600 | Year Base Fee
*Optional Investment Management Fee: 0% for the first $750,000 of assets (included in base fee)
0.6% on assets over $750,000
Calculate Your Annual Fee
Your Annual Fee:
$6,600
Assets Under Management
Calculate Annual FeeTwo Components Involved In Calculating Your Annual Fee
- Base Fee ($6,600)
- Optional Asset Fee (0.6% for Managed Assets > $750,00)
Fees can be paid monthly or on a quarterly basis (if we are also managing assets for you)
