À la carte Pricing
We take pride in our always transparent and straightforward pricing.
Remember, we are a Fee-Only firm, which means we do not earn revenue through any means other than the fees our clients pay us. We do not sell insurance, annuities, or mutual funds to earn commissions. We have no third-party compensation or hidden fees; what you see is what you pay.
Pick and choose any or all of the following services with our à la carte pricing.
Flat-fee Financial Planning
Financial Coaching
for single professionals
without children
$150
/mo
Includes:
– Financial review & analysis
– Organize & simplify finances
– Customized savings plan
– Debt coaching
or one-time plan: $1,800
Financial Planning
for retiree and pre-retiree
individuals and families
$250
/mo
Includes:
+ All previous benefits
– Retirement planning
– Education planning
– Estate planning
or one-time plan: $3,000
Complex Planning
for individuals and families
with complex finances
$350
/mo
Includes:
+ All previous benefits
– Stock options & RSUs
– Complex assets
– Tax planning
or one-time plan: $4,200
Business Planning
for business owners
and companies
$450
/mo
Includes:
+ All previous benefits
– Business & HR plannng
– Employee benefits planning
– Open & manage 401k plans
or one-time plan: $5,400
Additional Services
Investment Management
We have no account minimums and charge 1.25% per year on assets under management under $500,000.
For those with more than $500,000 in investable assets, check out our Comprehensive Wealth Management service offering for discounts and bundled rates as low as 0.60% per year.
Tax Return Preparation & Filing
We have partnered with the amazing team at XY Tax Solutions to provide tax services.
This is a full-service tax return preparation and filing service for those who want a team of experienced tax professionals to handle their taxes for them. Tax returns start at $595, but prices often range between $800 and $1,200.
We have partnered with the amazing team at Trust & Will to provide estate document drafting services.
This is an estate document drafting service to create your last will & testament, trusts, power of attorney, and healthcare directives. Estate documents cost between $150 and $850.
Will, Trust, & Estate Document Drafting
Minimum of 12 months for ongoing subscription financial planning.
Schedule a free Consultation
Meet with a Financial Planner 1-on-1 for a complimentary, obligation-free consultation.
We will review your financial situation, answer any questions you may have, and explain our firm's offerings.