Fee-Based Planning

Being a fee-based financial planning practice, we provide you with an objective and comprehensive plan that is designed specifically for your life.

Based on the scope and complexity of your situation, our values-based financial plans start at $5,000 and scale accordingly.

If we are managing your investments, average fees range from 0.70% - 1.25%, depending on the value of your assets under management.

Fees for projects such as budget reviews, division of assets in a divorce, helping new widows or widowers with changing beneficiaries, re-titling of assets or working with social security are billed at our hourly rate of $250 an hour for professional work and $75 for paraprofessional.

All of our financial consultation and investment advisory fees are disclosed prior to entering into a client relationship and our fees are 100% transparent.

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