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Comprehensive Financial Planning

Fee Structure

Ongoing Comprehensive Planning


Students only. No investment management or advice.$7 per month
No investment management or advice.$15 per month
Planning and Investment Advice$100 - $300 per month*


Hourly Financial Planning Fee

$200 per hour*

One-Time Comprehensive Plan

$1,500 - $4,000*


Assets Under Management


Account Value 

Annual Advisory Fee*

$1 - $1milIncluded
$1mil - $5mil.20%
$5mil - $10mil.15%
$10mil +.10%


Have a Question About Our Financial Planning and AUM Fees?

Contact Us


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