Fee Structure

We are a Fee-Only financial planning firm, which means we do not accept commissions or referral fees – under any circumstances. We believe this eliminates conflicts of interest and allows us to select the best investments for you.

Wealth Management Program

Our Wealth Management fee is based on four factors:

• Total assets managed (not including residence and personal property)
• Annual compensation
• A complexity factor
• Number of meetings

Our minimum annual fee is $5,000, paid quarterly. It includes, but is not limited to, financial planning, investment management, retirement planning, estate planning, tax planning, and tax preparation services. We do not charge for your initial consultation. After our meeting, we will tell you exactly what it will cost for our Wealth Management Program.

Financial Planning

Our fee for a Comprehensive Financial Plan is based on our current hourly rate of $200. The average cost of a financial plan is $3,000, but can vary from $2,500–$6,000, depending on its complexity.

Financial Checkup

Our fee for the Financial Checkup is $750, payable at the time of the meeting, and includes the 2-hour planning session, written recommendations, and one hour of additional e-mail and phone support to help implement our recommendations.