Pricing and Services

Two Available Options

The prices you see here are what you will pay us. No commissions, no kickbacks and no financial products to sell. No more feeling anxious if you will be sold a product. This way, we can focus on valuable advice towards your financial goals.

Option 1: Continuous Financial Overview (CFO)

This is our flagship option, set as an ongoing financial planning and investment management relationship to implement a long-term financial blueprint and ensure your goals remain on track. Best suited for individuals or couples/families with an annual gross income of $150,000+.

To make financial planning available without account minimums, pricing is broken into two parts:

  1. Annual Ongoing Financial Planning fee paid monthly

  2. Investment Management via Assets Under Management (AUM)

Ongoing Financial Planning

$2,220 annual fee paid monthly for individuals

$2,820 annual fee paid monthly for couples/families

  • Continuous financial planning with 4 virtual meetings during the year to ensure progress and accountability. Additional meetings as needed.

  • Email and phone support as needed.

  • Full access to the financial planning software.

  • One-time onboarding fee of $350. This includes building the initial dashboard, organizing and reviewing initial files, and providing a detailed snapshot of your current situation.

Investment Management

AUM schedule

  • Ongoing Investment Management via an Assets Under Management (AUM) service.

  • There is no minimum requirement for assets under management.

  • Typically, no assets are moved until after Step 6 of the onboarding process. 

For example:

  • $100,000 under management would have an effective AUM rate of 0.55% or $550 a year.

  • $375,000 under management would have an effective AUM rate of 0.517% or $1,937.50 a year. The first 250K are 0.55%, then the remaining 125K are 0.45%.

The total fee (Financial Planning + AUM) is capped* at $10,000. That could be very beneficial as your investment assets increase. At current prices, once AUM reaches $2.5M, your total annual fee switches to a fixed flat-fee of $10,000. Compare that to an industry average 0.85%** fee for the same size portfolio, which would equate to a ~$21,000 annual fee.

*Cap will be adjusted periodically for inflation and other economic factors. Clients will be notified in advance of any increases.

**Source kitces.com

Option 2: Snapshot Financial Overview (SFO)

Ideal if you are looking for a short-term relationship (~3 months) to get a current overview of your finances, get organized and receive recommendations to implement on your own. Best suited for individuals or couples/families with an annual gross income of $85,000+.

One-Time Financial Plan

$1,500 one-time for an individual

$1,750 one-time for couples/families

  • Done over ~3 months, create a snapshot of each SFO slice based on your current strategy and analyze how it aligns with your goals and values. 

  • Discuss potential opportunities for improvement and offer action steps to implement.

  • Do a deep dive into your cash flow and budgeting to ensure each dollar has a job. Propose a plan to implement.

  • 3-4 meetings

  • Email and phone support as needed.

  • Access to the financial planning software for 12 months.