Pricing
Our Transparent Fee Structure
Transparency and trust are fundamental to a successful client planner relationship. Our fees are outlined clearly on our site so you know exactly what to expect.
Financial planning
Fixed Fee Annually
$
5,000
/Year
-
$1,250 Up Front (Covers 1st Quarter)
-
Ongoing Financial Planning
-
Quarterly meetings and unlimited access through email and phone
Schedule A Consultation
Work one on one to create a comprehensive financial plan that covers cash flow and budgeting, insurance, retirement planning, investment strategy and more. Adjust your plan based on your goals and unique set of values, whether thats a first time home purchase or exiting your equity position.
Work one on one to create a comprehensive financial plan that covers cash flow and budgeting, insurance, retirement planning, investment strategy and more. Adjust your plan based on your goals and unique set of values, whether thats a first time home purchase or exiting your equity position.
Investment Management
Assets Under Management Fee
Tiered
-
Our Investment Management fees are on a tiered schedule which can be found below
Schedule A Consultation
Integrate your investment strategy with your comprehensive financial plan. We'll implement a strategic asset allocation focused on low cost, diversified mutual funds and ETFs across a variety of asset classes.
Account Value | Advisory Fee |
---|---|
$0-$1,000,000 | 0.75% |
$1,000,001 – $3,000,000 | 0.65% |
$3,000,001 – $5,000,000 | 0.55% |
$5,000,001 + | Let’s Discuss |
What We do
- Cash Flow
- Goals Based Planning
- Debt
- Employee Benefits
- Equity Comp
- Traditional IRA, Roth, SEP
- Tax Planning
- Estate Planning
- Insurance Advice
- Retirement Planning
- Business Planning
- Invetments
Hiring a financial planner is a big commitment. Our Annual Client & Communications Calendar lets you know exactly what you are getting from us throughout the year.