Pricing and Services

The prices you see here are what you will pay us. No commissions, no kickbacks and no financial products to sell. No more feeling anxious if you will be sold a product. This way, we can focus on valuable advice towards your financial goals.

Continuous Financial Overview (CFO)

Our CFO service is set as an ongoing relationship to implement a long-term financial blueprint and ensure your goals remain on track.

Best suited for individuals or couples/families with an annual gross income of $200,000+.

  • Four virtual meetings during the year to ensure progress and accountability. Additional meetings as needed. See client calendar for more detail.

  • Unlimited email and phone support as needed.

  • Full access to the financial planning software.

  • Ongoing monitoring of your financial health and goals.

  • One-time onboarding fee starting at $500 to $2,000. This includes building the initial dashboard, organizing and reviewing initial files, and providing a detailed snapshot of your current situation. Based on complexity.

Investment Management with Financial Planning follows the below Assets Under Management (AUM) blended schedule.

  • first $0 to $250,000: 1.20%

  • next $250,001 to $500,000: 1%

  • next $500,001 to $1,000,000: 0.50%

  • next $1,000,001 to $2,000,000: 0.40%

  • next $2,000,001 to $5,000,000: 0.20%

  • next $5,000,001 and above: 0.10%

We do not have a minimum balance requirement for investments. Financial Planning is also offered at a flat annual fee (paid monthly) starting at $3,000 a year based on complexity. This ensures that Financial Planning is accessible even if your investments are in your 401K, or you are just starting your wealth building journey. Once your Assets Under Management (AUM) balance covers the minimum annual fee, it will switch to the AUM schedule above.