When working with a fee-only financial advisor, you can expect clear and easy-to-understand advisory fees. We believe in a transparent approach to wealth management and have implemented a fee-only model for all of our services.
What does this mean for you? It means no hidden fees or confusing pricing structures – just straightforward fees that are fully disclosed.
With our fee-only approach, you can trust that we are here to help you achieve your financial goals, without any hidden agendas or conflicts of interest.
We offer a complimentary initial consultation to help determine if we are the right fit for your needs
If you decide to move forward with us, we charge a one-time getting organized fee of $599. This covers initial onboarding, getting financial data organized, and creating your financial health monitoring plan.
For Comprehensive Wealth Management services, we charge a fixed, recurring fee that typically ranges from $3,000 to $12,000 annually or $250 to $1,000 monthly, based on the complexity of your financial situation.
We also offer hourly and project-based Financial Planning services at an hourly rate of $200 or a fixed fee ranging from $500 to $5,000.
We will work with you to determine the best approach for your specific needs.
Our Comprehensive Wealth Management services include Investment Management at no additional fee for most clients.
We understand that investing is a critical component of financial planning, and our approach includes ongoing management as part of our financial health monitoring.
For clients who require Investment Management services without the comprehensive wealth management package, we offer this as a stand-alone service in limited circumstances.
We will work with you to develop an investment strategy that aligns with your financial goals and objectives. With our evidence-based approach and cutting-edge technology, we aim to empower you to make informed investment decisions and achieve long-term success.
As a CDFA®, we provide valuable financial advice and analysis to individuals going through a divorce. Our Certified Divorce Financial Analyst (CDFA®) services are available on an hourly fee schedule.
We understand that divorce can be a difficult and emotional time, which is why we strive to provide you with personalized guidance and support throughout the process.
With our CDFA® services, we can provide you with a clear understanding of the financial implications of your divorce settlement.
Our fees are paid in equal monthly or quarterly installments in arrears. The fee range is based on various factors, including the complexity of your needs, estimated time, and resources required to provide services to you.
We offer negotiated fees in limited cases when the complexity of the client’s needs warrants a higher fee than the stated range.