Fee-Only Financial Planning Firm
We are a fee-only financial planning firm and have no asset minimums for client relationships. Our clients choose whether or not they want to delegate responsibility for investment management to us. Our service model is location-independent allowing us to work with clients anywhere in the United States.
Hourly Financial Planning--
$250 per hour
*investment recommendations not included in hourly planning
Asset Management
Financial planning is included at no additional cost with $250k assets under management.
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $2M | 1.0% |
| $2M - $3M | 0.8% |
| $3M - $4M | 0.65% |
| $4M - $5M | 0.55% |