Simple. Transparent. Aligned with your best interests.

No Hidden Fees

As a fiduciary, fee-only financial planner, our pricing is simple and transparent. We do not have any account-size minimums, nor do we “sell” products of any kind. Our clients compensate us for ongoing, unbiased and thoughtful advice.

Fee Structure

Clients with more than $1 million in investments under management:

Our annual fee ranges from 0.30% to 0.95% of assets under management (AUM) based on the table below.

Clients with less than $1 million in investments under management:

For folks with less than $1 million in investments, we have a flat quarterly retainer fee of $2,500 (and the table above does not apply).

We work with clients exclusively on an ongoing basis and do not offer hourly or project-based services.

Read about success stories to learn how we provide value above and beyond our advisory fee.