Sedona Arizona

Advisory Fees

Our fee-only advisory services are based on your financial complexity and may include:

Advisory fees are calculated by your financial complexity and are charged on a flat, fee-only basis.

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Hourly and project-based Financial Planning services may be available upon request.

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Investment management

We understand that investing is a critical part of your wealth management. For most clients, our financial advisory approach includes ongoing investment management at no additional fee.

We offer stand-alone investment advice in limited circumstances. Investment-only fees may be negotiated based upon the amount of assets under management.

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Our fees are paid in equal monthly or quarterly installments in arrears. 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.

The National Association of Personal Financial Advisors
The Society of Advice

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