Service Models & Fees

We believe in complete transparency when it comes to our fees. We want you to know exactly what you will be paying us before we start working together. This is why we publish our fees here.

This is what we earn. No commissions. No hidden fees. No kickbacks. No Surprises.

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Ongoing Financial Planning + Investment Management

This flagship offering is our most comprehensive service model, incorporating both Ongoing Financial Planning and Investment Management. What makes this offer unique is that we combine these two valuable services for a simple, transparent, flat annual fee. The annual fee is based on the assets we manage, as shown in the table below:

  
        Assets Managed
        Annual Fee
      
        $0 - $1,000,000
        $8,000
      
        $1,000,001 - $2,000,000
        $10,000
      
        $2,000,001 - $3,000,000
        $12,000
      
        $3,000,001 - $4,000,000
        $15,000
      
        $4,000,001 - $7,000,000
        $18,000
      
        $7,000,001 - $10,000,000
        $21,000
      
        $10,000,001+
        Negotiable

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Financial Planning

Ongoing
The fees for Ongoing Financial Planning consist of an onboarding fee and a monthly fee. The onboarding fee starts at $2,000, and the monthly fee starts at $500/month. There is a minimum one-year commitment. After the first year, the engagement is ongoing but can be canceled at any time with 15 days' notice.

One-Time
The fee for a One-Time Financial Plan starts at $5,000. It is payable in two equal installments: the first upon signing the financial planning agreement, and the second is due the earlier of the date of the plan presentation or 90 days after signing the financial planning agreement. The process usually takes 3-4 months, and the fee includes a 30-day implementation period during which you will have unlimited access to your CFP® as you execute the plan.

Which is best for you?

Retirement Clarity in 30 Minutes!

During our free discovery call, we'll discuss your situation, address your questions, and help you decide if we're the right fit.

No sales pitch. No financial products. No pressure.

Just a simple, straightforward conversation about your vision for retirement.

Schedule a Call