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services and pricing

We recognize everyone has different needs, goals, and aspirations. As such, we believe not everyone needs (or wants) the exact same thing from a financial advisor. Rather than pay fees based upon how much money you have invested with us, we believe you should pay based on the value you're receiving. Please see below for our three different engagement options:

What We Do

One-Time Financial Plan

Who's it for?


Ideal for those that want to ensure they're on track with their portfolio and to meet their long-term goals, but aren't looking for an ongoing relationship. 

What is it?

This is a one-time, exhaustive planning exercise, resulting in a financial plan you can access for life.

What does it cost?

One-time fee ranging from $2,000 - $10,000 depending on complexity.

Investment Management Only

Who's it for?


Ideal for those that don't need ongoing and regularly-occuring advice, but do need access to low-cost, high-quality portfolios.

What is it? 

This program is designed to jump start your journey toward financial independence.

What does it cost?

One-time fee of $750 + 0.50% on all assets managed. 

Ongoing Relationship

Who's it for?


Ideal for those that wish to delegate the management of their portfolio and possess the financial complexity that warrants leveraging ongoing, professional expertise.

What is it? 

This is a holistic, client-financial advisor relationship. We'll meet regularly and continuously update your financial plan and portfolio.

What does it cost?

Flat, fixed-fee ranging from $875 - $10,000 per quarter, depending on complexity.

Value Of Each Offering

What's included:

Retirement Planning

Tax-Minimization Strategies

Social Security Claiming Strategies

Charitable Giving Planning

Life Insurance Needs & Coverage Analysis

Long-Term Care Policy Analysis

Education Funding Strategies

Estate Plan Review

Portfolio Management

Tax-Efficient Portfolio Design

Low-Cost, Global Diversification Design

Evidence-Based Portfolio Management

Risk Management

Health Care Insurance Analysis

Real Estate Financing Analysis

Legacy Planning

Employment Contract Analysis

Employee Benefits Analysis

Small Business Exit Strategies

Collaborate With Your Team of Professionals

Stock Option & Equity-Based Planning

Diversify Concentrated Holdings

Comprehensive Account Management 

One-Time Financial Plan

Investment Management 


Ongoing Relationship

Still have questions? 

A 30-minute phone call will give us a chance to mutually decide if your situation matches our expertise. 

If we aren’t the right financial planning firm for you, we will happily point you to the right expert for your unique needs.

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