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What Will This Cost?

On-Going Services

For ongoing financial advisory services, we charge a flat quarterly fee which will vary depending on the size and complexity of your financial situation.


Pre-Retirees

Our minimum flat fee is $10,000/year and is best suited for those with at least $1 ML in investable assets. We set flat fees based on the assets we will help you manage as well as the complexity of your planning needs. For an on-going services fee quote, contact us to set up an initial learn more call

Young Families

Our minimum flat fee for those at least 10 years from retirement is $4,000/year.  Clients who have other factors adding to complexity (equity compensation, self-employment and/or taxable brokerage account value) will have a higher initial fee ranging between $5,000- 7,000/year. Fees will be adjusted over time with growing assets.  For an on-going services fee quote, contact us to set up an initial learn more call. 





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