Straightforward and Transparent. Easy to see the value.

Financial Planning

Individuals → $500 or
($90 / month for 6 months)

Families → $750 or
($130 / month for 6 months)

Financial advice by a CFP®

24/7 Private Client Website

401K asset allocation

Simple pricing

Modular or Comprehensive Planning

****Fees waived for investment accounts over 400K

Investment Management

First $75,000 → 1.45%

Next $125,000 → 1.10%

Next $400,000 → 1.00%

Next $900,000 → 0.90%

Next $1,500,000 → 0.75%

Over $3,000,000 → Negotiable

Expressed above as annual percentage

Deducted pro-rata on a monthly basis

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