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Financial Planner

Fee Structure

Ongoing Comprehensive Planning

Our fees are straightforward and  transparent. They are based on the amount of your assets that we manage at our custodian Charles Schwab. All asset levels receive a our powerful planning tools and our investment expertise.

Investable Assets Per Month











Assets Under Management

Account Value 

Annual Advisory Fee*

$1 - $1mil Included
$1mil - $5mil .50%
$5mil - $10mil .45%
$10mil + .40%

Have a Question About Our Fees?

Schedule Call

*Based on investable assets. Includes investment management and advice.