Pricing
Transparent fees. No surprises.
Every dollar we earn is disclosed in plain writing before you commit. No commissions, no 12b-1 fees, no product kickbacks — just clear value for clear advice.
No account minimums for planning
Plan-only engagements start at $2,500/year with no asset threshold.
Fees that shrink as you grow
Tiered AUM pricing rewards scale — blended average across clients is 0.62%.
One transparent invoice
Quarterly statements show the fee, the math and the value in plain dollars.
Engagements
Choose the relationship that fits
All engagements include fiduciary duty, a written plan and direct access to your advisor.
Plan Only
A written financial plan and annual reviews.
$2,500/year
- Comprehensive written financial plan
- Quarterly check-in calls
- Tax & estate strategy reviews
- College & retirement projections
- Client portal access
Wealth Management
Full fiduciary management of your portfolio.
0.75%AUM / year
- Everything in Plan Only
- Discretionary portfolio management
- Tax-loss harvesting & rebalancing
- Insurance & estate coordination
- Direct advisor access
- Priority onboarding
Family Office
Integrated multi-generational wealth care.
Customannual retainer
- Everything in Wealth Management
- Multi-generational planning
- Business & succession consulting
- Family governance meetings
- Dedicated advisory team
Fee comparisons on request — we'll happily show you what you'd pay at the big wirehouse firms vs. with us, in writing.
Pricing questions
Asked & answered
Worth more than it costs
Most clients tell us the tax and fee savings alone exceed our fee in the first year. See for yourself — free.