Our Fee Philosophy 

We’ve spent a ton of time thinking about how to structure our fees so they’re fair – to us and you. Tally them up, and we believe you’ll find our rates are highly competitive for the personalized level of service we provide. 

Our fees also are: 

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Based on our fiduciary commitment to you. We prioritize what’s in your best interest.  

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Fully transparent. You know exactly what you’re paying for.  

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Flexible. Our tiered pricing reflects the levels of care typically required during the various stages in your financial journey.    

Two-Part Pricing

Our two-part pricing reflects our double-duty approach to managing your financial well-being, pairing foundational planning with experienced investment management: 

  1. Financial Planning Fees:

  2. Investment Management Fees:
    By separating out our financial planning fees to address individual requirements, we can then lower our investment management rates across all portfolios:  

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**We do not charge fees on accounts held outside our custodian (Pershing, LLC). Examples are 401(k)s, 403(b)s, Pensions, Annuities, or any employer-based retirement accounts.