Financial Planning and Investment Management Services

Our service packages are affordable and flexible to meet your needs.


Initial Consultation

No charge.
 

Investment Management

0.60% - 0.95% annual fee based on assets under management.

Breakpoints begin at $1,000,000 of managed assets.

With assets under management of $250,000 or more, comprehensive financial planning services are included in the investment management fee.

 

Hourly Financial Planning Services

We can work with you on a comprehensive financial plan, or limit the scope of our engagement to the planning topics that are top of mind for you.  During our Initial Consultation, we'll discuss what you need to move forward with confidence! Hourly planning is billed at $150/hour for our Associate Advisor, or $200/hour for our CFP® Professional.

 

Retained Financial Planning Services

Would you benefit from more accountability? Our Retainer services offer ongoing comprehensive financial planning: An upfront planning fee of $500 - $5000, and $100-$750 per month, depending on complexity. This includes 2-3 meetings up-front, ongoing review, annual comprehensive review, and anytime access for questions as they arise.

With assets under management of $250,000 or more, comprehensive financial planning services are included in the investment management fee.