Our Pricing.

We’ve given you options so you can use us as much or as little as you’d like. We’ve made it completely transparent, so you can be the boss.

Do it for me.

This is the recommended approach for most people. If your goal is to get direction on how to best pursue your financial goals and delegate the implementation of that plan to a professional, we offer full planning and portfolio management. We charge 1% annually of assets under management (AUM) on the first $1 million of AUM. The next million is .75%. Anything over $2 million AUM is .5%. This is billed directly to your account.

By the plan.

Pursuing your financial goals always starts with a plan. The financial plan helps answers broader questions like what types of accounts to use, how much to contribute or distribute, and how to allocate assets. Help us understand and formalize your goals and we’ll build the plan for you. The fee range is $750-$10,000 for a one-time plan. It depends on complexity and topic areas in the plan. We know that isn’t a super helpful range, so unless you have unusual circumstances, it may be helpful to know the average is $2,500. We will help narrow that number in your initial complimentary consultation.

At the end of the process, you can choose to set up the plan yourself or have us do it for you.

By the hour.

This option is best suited for those DIYers who just need a little extra assistance or have a few specific questions. Our hourly rate is $375, with a minimum of 1 hour and billed in 15-minute increments.

Introductory appointments are always complimentary.