Our Pricing

$375/hr

Hourly Fee

This option is best suited for DIYers who just need a little extra assistance. Minimum of 1 hour and billed in 15-minute increments.

$2500*

Flat Fee Financial Plan

Every comprehensive engagement starts with a financial plan. This covers retirement planning, investment planning, tax planning, insurance planning, education planning and estate planning.

*The fee may be higher due to complexity. A quote will be provided following the initial consultation.

1% or less

Annual Asset Management Fee

If you would like for us to assist you in the implementation of your plan and manage the assets for you, we charge 1% annual fee on the first $1m invested, .75% on the next million and .5% on anything over $2m.

Ongoing financial planning is provided to asset management clients.