Transparent, Flexible Pricing
Our pricing is designed to fit your needs—not force you into services you don’t want.
We offer a hybrid retainer + AUM model, so you only pay for the level of planning and investment management that makes sense for your situation. Work with us for both financial planning and investment management or choose just one—we’re flexible.
For those who want specific help, we offer some services on a project basis.
Clear. Fair. Aligned with your goals.
Financial Planning:
Our financial planning services include our full suite of services including tax and estate planning, Insurance reviews, college planning, student loan guidance and more.
Onboarding fee: $250
Ongoing fee: $300/month or $750/quarterly
Investment Management:
| Total Assets Under Management (Household Aggregate) | Annual Fee |
| $0-$500,000 | 0.75% |
| $500,001-$1,000,000 | 0.50% |
| $1,000,001-$5,000,0000 | 0.35% |
| $5,000,001 and up | 0.25% |
Project Work:
Student Loan Repayment
| Single or Individual | $750 first year. $500/year ongoing |
| Couple | $1000 first year. $750/year ongoing |
Late-Stage College Planning
| College Planning Service | $ 750 for onboarding and 90 minute call |
| $300/hour for personal planning strategy preparation and call (as requested by client) |