The fee you pay for financial planning and advice shouldn't be based on the amount of assets you have
Unlike most financial firms:
We don't sell financial products; we don't receive commissions or any third-party compensation
We don't charge based on the amount of assets managed (asset-based compensation)
We don't require investments or assets to manage
What does it cost to work with us?
Services are time-based, customized to your personal situation and needs at the rate of $250/hour
We offer an introductory consultation to help develop a personalized time estimate tailored to your specific needs
Comprehensive Financial or Retirement Planning
Comprehensive planning and advice to
address your goals, objectives, and concerns
The typical fee ranges between $2,500 and $5,000 for most households*
Ongoing Planning, Advice, & Investment Management
Ongoing financial planning, advice, and support with or without investment services
The typical fee ranges between $2,000 to $5,000 per year for most households*
Limited-Scope, As-Needed, Hourly Advice
Limited-scope planning, analysis, or advice billed on an hourly basis as agreed upon
Services calculated and charged at our current hourly rate of $250**
* The estimated fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments or otherwise have complexity in your financial life.
**Hourly services are typically only available to individuals and families who have already completed a financial planning engagement with our firm; subject to a annual minimum of $750.
The fee for employer services is time-based and will vary depending on a number of factors, including:
Scope of services
Time to perform scope of services
Complexity of the assignment