We offer several service and pricing models so clients can choose the best option for their personal situation and feel confident that they are getting value for their fee:

Stand-Alone Comprehensive Financial Plan:                                                                               $3,500 - Standard Plan (assets up to $4M)                                                                                             $5,000 - Premium Plan (assets between $4M - $6M)                                                                   $6,500 - Platinum Plan (assets greater than $6M)

Holistic Wealth Management: 0.75% of assets under management (AUM) annually for first $1M. Tiered (lower) pricing at higher levels of AUM. 

Active Investment Management: 1.00% of assets under management (AUM) annually for first $1M. Tiered (lower) pricing at higher levels of AUM.

Quick Start Sessions:                                                                                                                     $699 (Net Worth Calculation & Financial Health Analysis)                                                                $1,450 (Investment Portfolio Review & Recommendations)