Fee Structure

We strongly believe in providing accessible financial advice and investment management for everyone, regardless of their financial situation.

Whether you are just starting and need some direction or further along in your financial journey and thinking about retirement, we align our service to your needs.

We offer three models of service, depending on your situation.

For most clients, the fees are billed directly from investment/retirement accounts quarterly. We also have the option of paying directly through credit/debit card or ACH.

During our initial consultation, we will determine together which engagement makes the most sense for you.

Hourly Model

As a financial advisor, we work on an hourly basis.  The price charged is $250 per hour. The price does not change based on your total assets managed. You only pay for the time you need with the fiduciary financial advisor.

Financial Check-Up

A financial check-up experience through five personalized meetings. We'll focus on retirement planning, assess your insurance needs, and maximize your work benefits. Your financial success is our top priority!

Comprehensive Financial Planning

We provide a comprehensive approach to your financial well-being with services like investment management, unlimited advice, quarterly check-ins, and plan reviews. From retirement and tax planning to estate and insurance planning, we cover every detail, including an annual tax summary for easy preparation.

As your holistic partner, we’ll create a personalized financial plan that aligns with your goals and manage your assets, so you can live confidently knowing a dedicated team is monitoring your wealth to help you achieve the lifestyle you deserve.

 We charge a fee of 1% of client assets that we manage.