We believe in transparent and straightforward pricing, with no hidden fees or commissions. Our fee structure is designed to align with your financial growth and provide exceptional value throughout your financial journey.
Onboarding Fee
When you begin working with us, there is a one-time onboarding fee to cover the initial setup and creation of your personalized financial plan:
Single: $400
Couple: $600
Ongoing Financial Planning Fees
We offer two billing methods, depending on your managed assets:
Option 1: Monthly Subscription
For clients just starting or without substantial investable assets, I charge a flat monthly fee:
Single: $300 per month
Couple: $400 per month
Assets Under Management (AUM) Fee
Once your managed assets exceed the following thresholds, your fee transitions to a percentage-based structure:
Above $360,000 in managed assets for individuals
Above $480,000 in managed assets for couples
At this point, instead of the monthly subscription, your fee will be 1% annually of your managed assets.
AUM annual fee
>$1M: 1%
+$1M – $3M: 0.85%
+$3M: 0.7%
Tax Planning
Understand your taxes before you file with our innovative tax strategies to minimize liabilities and enhance your financial outcomes.
Equity Compensation Analysis
We offer expert advice on stock options, ISO, ESPP, performance shares, and other equity-based compensation. We evaluate the tax impact and maximize your real dollars.
Retirement Planning
We provide strategies to help you prepare for a comfortable and secure retirement.
Investment Management
Our customized investment strategies are designed to align with your risk tolerance and financial goals.
Company Equity
We help shareholders ensure maximum fund retention during company transitions. Our goal is to safeguard your financial interests and help you preserve as much capital as possible throughout the transition process.
Estate Planning
Our comprehensive estate planning services protect your legacy and ensure your wishes are honored.
Simple Pricing for Everyone
We offer fee-only financial planning services to eliminate confusion and focus on your progress.