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: $1,950 - $5,000 (dependent upon client complexity).

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: $399 - $1,450 (based on focus topic).