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Our Fees

There Are Many Ways to Work Together 

Assets Under Management

Designed for those with assets to invest, looking for a complete financial plan, with ongoing service from an adviser

  • Fee varies and is based on complexity
  • This fee includes every service we provide such as  investment management, retirement planning, tax planning, education planning, estate services


Designed for those who desire great financial planning, but have assets tied up in employer plans or prefer to retain their own accounts

  • Financial plans typically cost between $1200 (very basic, low complexity) to $5,000, but are based on complexity and will be custom quoted
  • You can choose a comprehensive financial plan that includes all of our services, or limit the engagement to only those needed
  • Engagements may be one-time, recurring, or on a "retainer" model

** All fees listed above are maximum fees. All fees are negotiable and may vary from client to client**

Find Out More About Our Programs