Our Fees
Simple and Transparent
Upfront Financial Planning Fee:
$600-$1,500 depending on complexity (covers discovery meeting, initial planning, onboarding paperwork, and implementation). One Time Only
Minimum to work with us:
We don't have a minimum asset level required to work with us. We do have a minimum revenue requirement. Due to the detailed planning we provide, we require a minimum annual revenue of $7,000. If your asset-based fee (see to the right) doesn't cover our minimum, then the client would pay the difference as a standalone financial planning fee (most choose to do so on a monthly basis).
Asset Management:
Assets From |
Asset-Management Fee |
| $0- $1,500,000 | 1% |
| $1.5 M to $2.5 M | .75% |
| $2,500,000+ | .5% |
Ultra-high net worth clients often require advanced tax-planning strategies along with access to high net worth boutique money managers. Ultra-high asset levels may allow for negotiable asset-management fee.
A Seasonal Approach to Financial Planning
We will work with you to create an organized and prioritized plan which includes:
- Workplace Benefits Optimization
- Financial Goal Planning
- Cash Flow Analysis
- Charitable Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Investment Planning
- Mortgage/Debt Analysis
- Tax Planning
- Social Security Optimization
- Retirement Planning