Pricing

Fixed flat fees.

This approach is more transparent, reduces conflicts of interest, and often a better value proposition for clients than traditional AUM fee models – Assets Under Management.

 

Project Based Financial Plan

(complexity based flat fee)

$Call for $/plan

An 8-week program to achieve a strategic and comprehensive plan for your financial life.

Included:

  • 2 review meetings
  • Financial Plan
  • Financial Documents Review
  • Planning & Analysis
  • Email Support

 

Pricing agreed upon in advance. Half charged up-front, second half after plan delivery. 

Comprehensive Financial Planning

(complexity based flat fee)

$250-750/month

Ongoing financial planning and investment management for Individuals and Married Couples.

Included:

  • Comprehensive Financial Planning
  • Tax Planning
  • Social Security & Pension Analysis
  • Investment Advice Across Your Accounts
  • Retirement Plan Funding Review
  • Cash Flow Planning
  • Employee Benefits Review
  • Liabilities Planning
  • Insurance Planning
  • College & Education Planning
  • Charitable Planning
  • Estate Planning  

Pricing agreed upon in advance. First 3 months billed up front, then quarterly thereafter. 

Small Business Financial Planning

(complexity based flat fee)

$250-750/month

Ongoing financial planning and investment management for Small Business Owners.

Included:

  • Retirement and Tax Planning for the Owners 
  • QBI Planning
  • Credits and Deduction Planning
  • Company Retirement Plan Advisory Services
  • Educational Workshops for Plan Participants (employees)
  • Retirement Planning for participants

Pricing agreed upon in advance. First 3 months billed up front, then quarterly thereafter.

How does a complexity-based fee structure work?

Examples for Comprehensive Financial Planning for Individuals and Married Couples:

Example 1: A W-2 wage earner employee with a simple form of compensation (Salary, or Salary + Bonus), who is single, no kids or empty nesters, 1 or 2 brokerage & retirement accounts; they will likely be on the lower end of the fee range. 

Example 2: An employee with a salary and a complex combination of equity compensation (e.g. RSUs, Stock Options, etc.), married, two minor children, aging parents they assist, 8+ brokerage & retirement accounts, they will likely be on the higher end of the fee range.