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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

Above $10,000,000

Annual Fee:






An alternate minimum fee may apply for clients with complex held-away assets, like real estate investors and business owners.

Service includes:

Financial Planning

Investment Management

Tax Return Preparation & Filing

Estate Planning & Estate Document Drafting

Want to manage your own investments?
Check out our flat-fee 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.

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