Transparent, fee-only pricing.
When it comes to financial planning, not all advisors are working for you. Many are incentivized by commissions, product sales, or hidden fees. As a fee-only fiduciary, we are legally and ethically bound to act in your best interest, always.
Unlike commission-based advisors who may prioritize products that earn them the highest payouts, our only compensation comes directly from you, ensuring our advice remains objective, transparent, and aligned with your financial goals.
With no outside influences, our guidance is driven by strategy, not sales. We focus on comprehensive financial planning, helping you optimize investments, manage risk, minimize taxes, and build long-term wealth, all without the conflicts of interest found in traditional advisory models.
Being a fiduciary allows us to be true advocates for our clients.
No Commissions, No Conflicts, Just Unbiased, Expert Financial Guidance
Many clients want more than just a one-time financial planor short-term advice. They also want ongoing guidance - someone to help with implementation, monitoring, and education - someone to keep them on track.
We also offer optional investment management services with no asset minimums required, so you can access professional guidance regardless of your portfolio size.
Our flat-fee structure provides clarity and fairness, covering comprehensive financial planning without hidden costs or conflicts of interest:
$6,600 | Year Base Fee
*Optional Investment Management Fee: 0% for the first $750,000 of assets (included in base fee)
0.6% on assets over $750,000
Optional Investment Strategies
Optional Investment Strategies
0.10% Personalized Direct Indexing Strategies
0.50% Personalized Covered Call Strategies
Fees can be paid monthly or on a quarterly basis (if we are also managing assets for you)
