Fee Structure

We are a Fee-Only financial planning firm, which means we do not accept commissions or referral fees – under any circumstances. We believe this eliminates conflicts of interest and allows us to select the best investments for you.

Wealth Management Program

Our Wealth Management fee is based on three factors:

  • Total assets managed (not including residence and personal property)
  • Client financial complexity
  • Anticipated or requested frequency of client interaction

Our minimum annual fee is $4,000, paid quarterly and constitutes the entirety of our compensation. Under no circumstances will the minimum fee exceed 2% of the assets under management. It includes, but is not limited to, financial planning, investment management, retirement planning, estate planning, tax planning, and tax preparation services. We do not charge for your initial consultation. After our meeting, we will tell you exactly what it will cost for our Wealth Management Program.

Financial Planning

Our fee for a Comprehensive Financial Plan is based on our current hourly rate of $250. The cost of a financial plan ranges from $2,500–$5,000, depending on its complexity.

web design: dogpawstudio.com