Our Pricing
As a fee-only financial planning firm, our recommendations will always be driven by their ability to fulfill your needs — never by a commission.
Comprehensive
Financial Planning
$100 - $3,500
engagement fee
$75 - $800
monthly retainer based on complexity
Individual
Fixed-Fee Planning
$995 - $3,500
one-time fee
Business
Planning Services
$500 - $5,000
engagement fee
plus $250 - $1,000 per employee
Investment Management
Assets Under Management | % Annual Advisory Fee |
$0 - $249,000 | 1.3% |
$250,000 - $499,000 | 1.05% |
$500,000+ | 0.8% |