We offer fiduciary, fee-only financial planning
with no commissions, product sales, or long-term commitments.
Financial Planning with Investment Management
Our most-popular, premier full-service offering.
Investment Management Only
Simple management of entire portfolio or as needed in case such as family trusts.
Financial Planning Only
Best for those who value a professional guide and also have the knowledge, time, and desire to manage their own investment portfolio.
Service Comparison
How Much Does It Cost?
Comprehensive Financial Planning With Investment Management
After an initial engagement fee of $3,000**
The annual financial planning fee is $4,800.
The Investment Management fee for this service is 0.6%.
There is no minimum asset requirement. The minimum annual fee for investment management is $6,000.
** The engagement fee is waived if you begin a comprehensive planning agreement within two months of completing a Retirement Assessment.
Client Example
with $1,000,000 of investment assets
Investment Fee $6,000
Annual Financial Planning Fee $4,800
Total Fee $10,800
Investment Management Only
After an initial engagement fee of $3,000, the annual fee is 0.75% of assets under management.
For example, we charge a fee of $7,500 per year on a portfolio of $1,000,000
There is no minimum asset requirement. The minimum annual fee for investment management is $6,000.
This service does not include financial planning beyond establishing an appropriate portfolio allocation for your financial situation.
Financial Planning Only
After an initial engagement fee of $3,000**
The annual financial planning fee is $7,500.
This service does not include investment management.
** The engagement fee is waived if you begin a comprehensive planning agreement within two months of completing a Retirement Assessment.
In addition to ongoing services, we also offer our
Retirement Assessment
Not ready for a long-term commitment? Our Retirement Assessment is a short-term, flat-fee service designed to answer your biggest retirement questions in just two meetings.