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Comprehensive Financial Planning

Fee Structure

Ongoing Comprehensive Planning


Investable Assets
Per Month

$0-$100K

$100

$101K-$600K

$200

$601K-$1mil

$300


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.33%
$5mil - $10mil.29%
$10mil +.25%


Have a Question About Our Fees?

Schedule Call


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