Wealth Management 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.
Wealth Management is for clients with at least $500,000 in investable assets.
Built for those interested in an all-in-one solution. Pay a single clear annual fee for all our services.
Comprehensive Wealth Management
all of our services bundled together for a single, all-inclusive fee
$500,000 – $1,000,000
$1,000,000 – $2,500,000
$2,500,000 – $5,000,000
$5,000,000 – $10,000,000
An alternate minimum fee may apply for clients with complex held-away assets, like real estate investors and business owners.
Tax Return Preparation & Filing
Estate Planning & Estate Document Drafting
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.