We are a “Fee-Only” financial planning firm, which means we do not accept commissions or referral fees – under any circumstances. We believe this eliminates conflicts of interest and allows us to select the best investments for you.
Financial Planning
Our fee for a Comprehensive Financial Plan is based on our current hourly rate of $400. The cost of a financial plan ranges from $5,000–$10,000, depending on its complexity.
Wealth Management Program
Our Wealth Management fee is based on three factors:
Total assets managed (not including residence and personal property)
Client financial complexity
Anticipated or requested frequency of client interaction
Our minimum annual fee is $4,000, paid on a quarterly basis and constitutes the entirety of our compensation. Under no circumstances will the minimum fee exceed 2% of the assets under management. The fee includes, but is not limited to, financial planning, investment management, retirement planning, estate planning, tax planning, and tax preparation services.