We are a fee-only advisor, which means that we are compensated solely by fees. We do not sell any products or earn any commissions. The advice we give you is based entirely on what we believe is in your best interest; we do not earn any compensation from other sources as a result of our advice.
Please review our Form ADV Part 2 for details on our services and fees.
There are two components to our fees: (1) a one-time fee to develop your plan and (2) an ongoing fee to manage your investments.
Stand-alone Financial Planning
We charge a flat fee to develop a financial plan. The actual fee depends on the complexity of the plan. We can quote you an exact fee after we learn more about your needs and financial situation.
We charge an hourly rate of $300 and have a one-hour minimum. After the first hour, we bill in 15-minute increments.