Option 1
Full-Service Wealth Management
If you're searching for a true financial nerd to guide you every step of the way, our comprehensive wealth management service is the perfect fit. We’ll create a personalized financial plan tailored to your unique goals, providing ongoing advice, guidance, and portfolio management to keep you on track. Our focus includes your life goals, cash flow, portfolio allocation, risk management, tax strategies, and estate planning.
We also take into account any specific circumstances that matter most to you, such as equity compensation, rental properties, or the sale of a business. We meet with clients quarterly—or as frequently as desired—to assess progress, review investments, and make adjustments to ensure your plan remains aligned with your evolving goals.
How We Determine Fees
We set your fee based on a combination of factors, including:
- Life stage: early career, mid-career, building a family, nearing retirement, post-retirement.
- Complexity: business ownership, rental properties, equity compensation, estate planning needs.
- Total Wealth: Higher wealth often requires more oversight, risk management, and coordination.
This structure ensures that the fee you pay reflects the work required to support your unique situation. Importantly, flat fees are fixed and transparent—they don’t change month to month just because your portfolio goes up in value. Clients will typically stay at the same fee for several years, until their life situation changes, complexity increases, or wealth reaches the next level, requiring more advanced planning. This makes your costs both predictable and fair.
Who Is It For
You may be a good candidate for full-service wealth management if:
- You are a busy professional who prefers a hands-off approach to your finances.
- You’re not sure where to start with financial planning and could benefit from an ongoing, go-to resource.
- You’d like to see how all the pieces of your financial puzzle work together.
- You want a professional to manage your investments and give you ongoing advice.
Pricing - Flat Annual Fee
Lower Complexity — $4,200 per year
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- Example: Single-income household with W2 income, no kids, no rental properties.
- Planning focus: Building savings, starting investing, understanding equity compensation, and creating a financial foundation.
Moderate Complexity — $6,300 per year
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- Example: Dual W2 income household, one rental property, or young family building wealth.
- Planning focus: Balancing family and career, maximizing tax efficiency, college savings, insurance needs, and more advanced portfolio management.
Higher Complexity — $8,400+ per year
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- Example: Nearing retirement, preparing to sell a business, multiple rental properties, business owner, or investable assets over $1 million.
- Planning focus: Retirement income planning, tax-efficient withdrawal strategies, business succession, and estate planning coordination.
- Note: Clients with over $2 million in investable assets and higher complexity will likely be at $12,000 per year.
High Net Worth & Advanced Planning — $19,000+ per year
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- Example: Retired or post-retirement with investable assets of $5 million+, multiple businesses, multiple properties, family wealth transfer, or complex tax situations.
- Planning focus: Coordinating estate planning, advanced tax strategies, philanthropic planning, multi-generational wealth management, and managing concentrated investment risk.
**These are just guidelines, the final fee may be more or less than shown here, based on the complexity and needs of each client’s situation.
Option 2
Ongoing Financial Planning and Advice Only
Are you a DIY investor who values expert insight and guidance before implementing your financial strategies? Our financial planning and advice-only service is perfect for you. We’ll work with you to understand your life goals, investment strategies, tax planning, risk management, estate needs, and other key aspects of your financial picture. From there, we’ll craft a comprehensive plan, outline actionable steps, and provide ongoing support as you move forward. While you’ll take the lead in managing and monitoring your investments, we’ll be here to consult and meet quarterly—or as often as needed—to ensure you're on track for financial success.
How We Determine Fees
We set your fee based on a combination of factors, including:
- Life stage: early career, mid-career, building a family, nearing retirement, post-retirement.
- Complexity: business ownership, rental properties, equity compensation, estate planning needs.
- Total Wealth: Higher wealth often requires more oversight, risk management, and coordination.
This structure ensures that the fee you pay reflects the work required to support your unique situation. Importantly, flat fees are fixed and transparent—they don’t change month to month just because your portfolio goes up in value. Clients will typically stay at the same fee for several years, until their life situation changes, complexity increases, or wealth reaches the next level, requiring more advanced planning. This makes your costs both predictable and fair.
Who Is It For
You may be a good candidate for our Financial Planning & Advice-Only service if:
- You want a comprehensive, "big-picture" view of your finances but prefer to manage the day-to-day transactions yourself.
- You want tailored, actionable financial advice that aligns with your unique goals.
- You want to manage your investments independently, with professional guidance to steer you in the right direction.
- You’re seeking a partner who can help you implement your financial plan and provide ongoing support as you navigate your journey.
Pricing - Flat Annual Fee
Lower Complexity — $4,200 per year
-
- Example: Single-income household with W2 income, no kids, no rental properties.
- Planning focus: Building savings, starting investing, understanding equity compensation, and creating a financial foundation.
Moderate Complexity — $6,300 per year
-
- Example: Dual W2 income household, one rental property, or young family building wealth.
- Planning focus: Balancing family and career, maximizing tax efficiency, college savings, insurance needs, and more advanced portfolio management.
Higher Complexity — $8,400+ per year
-
- Example: Nearing retirement, preparing to sell a business, multiple rental properties, business owner, or investable assets over $1 million.
- Planning focus: Retirement income planning, tax-efficient withdrawal strategies, business succession, and estate planning coordination.
- Note: Clients with over $2 million in investable assets and higher complexity will likely be at $12,000 per year.
High Net Worth & Advanced Planning — $19,000+ per year
-
- Example: Retired or post-retirement with investable assets of $5 million+, multiple businesses, multiple properties, family wealth transfer, or complex tax situations.
- Planning focus: Coordinating estate planning, advanced tax strategies, philanthropic planning, multi-generational wealth management, and managing concentrated investment risk.
**These are just guidelines, the final fee may be more or less than shown here, based on the complexity and needs of each client’s situation.
Option 3
One-Time Financial Plan
We understand that an ongoing relationship may not be the right fit for everyone—and that’s completely fine. No hard feelings! For those who prefer a shorter, more limited engagement, we offer a project-based or a one-time financial planning service. With this option, we'll create a customized financial plan designed to help you achieve your goals. Once the plan is delivered, our engagement concludes, but we’re always here if you’d like to revisit or update your plan in the future.
Payment & Engagement Details
Our one-time financial plans are designed to give you clarity and confidence in your financial decisions. The cost depends on the level of planning needed for your individual situation. Higher complexity, higher net worth, business ownership, nearing retirement, and complex equity compensation are all factors that contribute to where you may fall in the pricing structure.
- Flat costs are fixed—you’ll know exactly what you’re paying before we begin.
- 50% is paid at the beginning of the engagement, and the remaining 50% is paid upon plan delivery.
- A typical one-time project lasts 1–3 months, depending on:
- The complexity of your situation
- The number of meetings needed
- How quickly you can organize and provide the required information
This structure gives you a clear, upfront cost with no surprises, and ensures we have the time and focus to create a plan that fits your unique financial life.
Who Is It For
You may be a good candidate for a one-time financial plan if:
- You have a good handle on your finances and prefer to DIY all the way.
- You’re looking for a personalized financial roadmap to help you achieve your goals.
- You want the expertise of a financial professional without the commitment of an ongoing relationship.
- You have a specific financial challenge or goal, such as budgeting, optimizing your investment portfolio, planning for college expenses, or navigating a major life event like a new job or the loss of a loved one, that you'd like support with.
Pricing - Flat Cost
$4,000 — Lower Complexity
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- Example: W2 income, no kids, no rental properties, early career professional.
- Focus: Building savings, starting investing, evaluating benefits, and laying the foundation for long-term planning.
$6,000 — Moderate Complexity
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- Example: Dual-income household, kids, one rental property, or mid-career professional.
- Focus: Family financial planning, maximizing tax efficiency, college savings, portfolio allocation, and insurance reviews.
$8,000 — Higher Complexity
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- Example: Business owner, nearing retirement, multiple rental properties, complex equity compensation, or higher net worth household.
- Focus: Retirement income planning, business succession, equity comp strategies, advanced tax planning, and estate planning coordination.
**These are just guidelines, the final fee may be more or less than shown here, based on the complexity and needs of each client’s situation.
Schedule a Complimentary Consultation Today!
During your complimentary consultation, we’ll get to know you better, discuss your unique financial situation, and outline how our innovative approach can work for you. Whether you’re interested in full-service wealth management, planning and advice only, or a one-time plan, we’re here to save the day!