What You'll Pay
No commissions. No surprises. Just a clear fee.
We're a fee-only fiduciary. That means you pay us — never a product company — so the only agenda in the room is yours.
What Fee-Only Means
You are the only one who pays us.
- No commissions on products we recommend
- No kickbacks from funds, annuities, or insurers
- Legally bound to act in your best interest
- Advice you can trust because incentives align
How Most Firms Work
Someone else may be paying too.
- Commissions tied to what they sell you
- Revenue sharing you never see
- "Suitability" standard — not your best interest
- Advice shaped by product incentives
How We Charge
Two simple ways to work with us.
We'll recommend the option that fits your situation. Both are transparent and agreed up front.
Flat Planning Fee
$6,000 – $15,000
A fixed fee for your complete financial plan — tax, exit, and investment strategy, delivered as one coordinated plan.
- A complete, written financial plan
- Business, tax & exit strategy included
- Priced up front — no obligation to continue
- Includes tax preparation
Best for: a plan on your terms
Assets Under Management
1.5% first $1M, 1% above
A percentage of the assets we manage for you, billed quarterly. Ongoing investment management plus comprehensive planning.
- Ongoing portfolio management
- Coordinated tax, retirement & estate planning
- Unlimited access to your advisor
- Includes tax preparation
Best for: ongoing wealth management
Exact pricing depends on the complexity of your situation and the services you need. We'll walk you through it in plain numbers before you commit to anything — and your first two meetings with us are always free.
What's Always Included
One fee. The whole plan.
Whichever option you choose, your fee covers everything — personal and business planning, working together.
Investment management
Proactive tax strategy & preparation
Retirement income planning
Estate & legacy coordination
Business exit & valuation
An advisor who picks up the phone
Common Questions
Straight answers about cost.
Is the first meeting really free?
Yes — actually, your first two meetings are free. They're about fit and getting to know your situation, no charge, no obligation, no pressure.
Do you earn commissions on anything?
Never. As a fee-only fiduciary, we don't accept commissions, kickbacks, or revenue sharing of any kind.
Will I know the cost before I commit?
Always. We agree on your fee in plain numbers up front — you'll never get a surprise invoice.
Do I have to move my investments to you?
No. With our flat planning fee, you get a full plan without handing over any assets to manage.
Let's talk numbers — starting with zero.
Your first two meetings are free. Bring your questions.
Book a Call
