Financial Planning

$1,500 to $5,000 up front
$600 to $3,750 per quarter

  • Organize all your financial information
  • Identify top priorities and items to address
  • Comprehensive financial planning analysis
  • Investment portfolio analysis
  • Written executive summary
  • We handle and coordinate all next steps for you
  • 6-month follow-up meeting
  • Annual update of analysis and planning
  • Unlimited access to your CFP® 
  • No minimum net worth or asset requirement

Where will your fee land in the ranges above? — Multiply your net worth by 0.001 (0.1%) for both the initial and quarterly fee.

Investment Management

0.0375% to 0.25% quarterly
on managed assets

  • Portfolio design to meet planning objectives
  • Written Investment Policy Statement
  • Continuous portfolio management
  • Consolidated statement and performance reporting
  • Online account access
  • Emphasis on asset drawdown protection, risk management, and tax efficiency
  • No asset minimums for Financial Planning clients
  • Includes all Financial Planning services with no additional quarterly fee when assets reach agreed target

Does our work justify the fee? — From active investment management and risk reduction to significant lifetime tax savings, these are just some of the many ways our work impacts your lifetime wealth.

Hourly Services

$275 per hour

Available for a wide variety of services, including:

  • As-needed financial planning
  • In-depth portfolio analysis
  • ERISA plan consulting
  • Limited scope financial planning
  • Tax Planning
  • Second opinions
  • Divorce planning
  • Terminal medical diagnosis planning