facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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

Have a Question About Our Financial Planning and AUM Fees?

Contact Us

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