Fees and Pricing

Our approach to pricing is simple and straightforward. Not buried on page 10 of some disclosure document. We charge one-time fees for financial planning workshops or flat monthly fees for on-going planning and investment management. You choose the approach that is right for you.

We are a fee-only fiduciary. That means no commissions, kick-backs or other hidden arrangements that might influence our judgement. Lastly, our fees do not increase as the market value of your portfolio increases.

Reactive Financial Planning Workshops

“You Call Us” when you need help

  • Customize workshop topics around the most important financial planning topics for you (Retirement, Insurance and Risk, Investment Management, Estate Planning, Real Estate etc.)

  • Workshops last 60-80 minutes, a comprehensive financial or retirement plan typically requires 2-3 workshops, but you can schedule as many as you would like.

  • You own your workshop output and plan documents, including digital access 24/7

  • After our first session, you decide when we meet and the agenda you would like to cover

  • You manage your own investments

Financial Planning Workshop Fee: $1,500

Proactive Planning & Investing

“We Call You” and guide you to manage your entire financial situation

  • Includes Financial Planning Workshops to build a comprehensive financial plan and solidify investing objectives; we continuously update & optimize as necessary over time

  • We guide you through implementing your plan to achieve your goals

  • On-going investment management to align your portfolio with your objectives

  • On-going tax, insurance and estate planning

  • Tax preperation (if needed)

  • Full review meetings to discuss your portfolio and update your plan 1-2x annually + we are available whenever you need us

Monthly Flat Fee Based on Net-Worth (Excluding Your Primary Residence and Business Valuation):

Below $499,999: $400

Between $500,000 - $999,999: $650

Between $1,000,000 - $1,999,999: $1,000*

Between $2,000,000 - $4,999,999: $2,000

Greater than $5,000,000: $3,000

*Tax Preparation with our partners at McCarthy Tax is included for clients with >$1,000,000 in net-worth.