Our Fees

We're Proud to be a Fee-Only Financial Planning Firm

Financial Plan Fees

Every client relationship begins with a comprehensive Financial Plan, and the fee is $6,000.  The fee is payable in two installments, with one-half due at the beginning of the engagement and the other half due upon completion of your financial plan. 

Ongoing Financial Planning and Investment Management (Wealth Management) Fees

Following the development of your Financial Plan, we provide ongoing financial planning and investment management (Wealth Management) services under a Fixed Annual Fee arrangement. Fees are reviewed annually and billed quarterly in arrears. Our new client minimum Wealth Management services fee is $10,000. The Fixed Annual Fee is calculated using the value of your Assets Under Management (AUM) at the end of the previous quarter, and the fee is rounded down to the nearest $1,000.

Wealth Management Services Annual Fixed Fee Rates

Assets Under Management (AUM) Progressive Fee Rate
Up to $1,000,000 1.0%
$1,000,001 to $2,000,000 0.75%
$2,000,001 to $5,000,000 0.5%
Over $5,000,001 0.25%

Let's Get Acquainted

We offer a complimentary "Get Acquainted" phone meeting to hear your story and to see if our services are right for you.

Let's Chat