How We Are Paid
Fee-Only, Always.
We earn no commissions and no referral fees, so our recommendations are never shaped by what it pays us.
Planning + Investment Management
Personalized strategy, quarterly advisor check-ins, and ongoing tax-efficient portfolio management in one integrated wealth-planning package.
Starting at
$5,000
per year
Our fee depends on the amount of assets under management. See the detailed fee shedule and brackets below.
Detailed fee schedule
One-Time-Only
Financial Plan
One-time In-depth review of financial situation.
One-time fee
$5,000
Hourly Financial Planning Support
Some families desire support for a specific need or a project. For these families, we charge a flat hourly fee per hour of our time supporting the project.
Planning fee
$600
per hour
Let’s build a portfolio that can provide for you and your loved ones.
Start by scheduling your complimentary meeting with us. Our team member will be in touch shortly to confirm your call.
Fee-only fiduciary since 2013
SEC-registered investment advisor
Serving 150+ clients nationwide
