Pricing
Transparent pricing. No surprises.
Fee-only means no commissions, no kickbacks—ever. Choose the service that fits where you are, and know exactly what you're paying before you commit.
Invest
Portfolio Analysis
Strategic Allocation & Location
Dynamic Rebalancing
Tax-Loss Harvesting
Direct Indexing
Private Market Access
Behavioral Coaching
—
Cash Flow Optimization
—
Tax Strategy & Planning
—
Equity Comp Planning
—
Benefits Audit
—
Estate Plan Coordination
—
Insurance & Risk Review
—
Financial Freedom Planning
—
Education Funding
Plan
—
Portfolio Analysis
—
Strategic Allocation & Location
—
Dynamic Rebalancing
—
Tax-Loss Harvesting
—
Direct Indexing
—
Private Market Access
—
Behavioral Coaching
Cash Flow Optimization
Tax Strategy & Planning
Equity Comp Planning
Benefits Audit
Estate Plan Coordination
Insurance & Risk Review
Financial Freedom Planning
Education Funding
Wealth Management
Portfolio Analysis
Strategic Allocation & Location
Dynamic Rebalancing
Tax-Loss Harvesting
Direct Indexing
Private Market Access
Behavioral Coaching
Cash Flow Optimization
Tax Strategy & Planning
Equity Comp Planning
Benefits Audit
Estate Plan Coordination
Insurance & Risk Review
Financial Freedom Planning
Education Funding
Wealth management pricing
Know what you're paying before you commit.
Transparency isn't a feature—it's the baseline. Our fees are simple, our math is open, and there's nothing hiding in the footnotes.
FAQ
Your questions answered.
Everything you need to know about working with us. Still have questions? Book a free call and we'll walk you through it.
How is the planning fee different from the asset management fee?
They're two separate things. The planning fee covers your financial plan—tax strategy, cash flow, equity comp, estate coordination, and everything else we build with you. The AUM fee covers investment management and is based on the assets we manage. If you're a Wealth Management client, the two work together—and your AUM fee may offset your planning fee entirely.
Can the asset management fee really eliminate my planning fee?
Yes. If the fee we earn managing your investments meets or exceeds your planning fee, you pay nothing extra out of pocket for the plan. As your assets grow, so does our fee—that's how it works. Use the calculator above to see exactly what that looks like for your situation.
What if I just want investment management—no financial plan?
That's what our Invest service is for. We manage your portfolio using institutional-grade tools, make tax-aware adjustments throughout the year, and give you direct access to your advisor—without the full planning engagement.
Do you require a minimum account size?
No minimum. That said, we want to make sure the service is a genuine fit for your situation. The fit call is where we figure that out together—for both of us.
How do I know which service is right for me?
Book a fit call. We'll look at your situation and tell you exactly what we'd recommend and why. No pitch, no pressure—just an honest conversation about where you are and what would actually move the needle.