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Fees

We Like Transparency

There are no mysteries in the way that we work. We are a fee-only firm and we follow the highest fiduciary standards for our clients. There are no hidden fees and we never work on commission.

Financial Planning Fees

Comprehensive Financial Plans range from $1,500 - $10,000 depending on the scope of your needs and planning. However, not everyone needs a full financial plan. Maybe you only need one aspect of your plan examined.  Individualized and Certified Divorce Financial Analysis fees are $350 per hour.

The best way to know the cost for a plan is to call us or meet. We can give you a more definitive answer once we know your needs.

Management Fees

Annual fees are determined by a percentage of the assets we manage:
Under $250k: 1.50%
$250K - $500K:  1.25%
Over $500K:  1.0%