Transparent Pricing
What are your fees?
Transparent Pricing
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I believe that financial planning should be easy to understand and you shouldn't have to meet with an advisor to know how much they charge. That’s why I've dedicated a page to pricing so that you know your costs up front.
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Fee-only: Means that I don't take commissions or have any incentives to sell you products.
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Fiduciary: Means I am committed to acting in your best interest.
​The Flat-Fee Model
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My flat fee is as follows:
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Standard Retainer: For families with up to $3,000,000 in combined assets, the annual flat fee is $6,750. This includes comprehensive, ongoing financial planning and investment management.
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Complex Planning: For portfolios exceeding $3,000,000, we provide a custom flat-fee quote based on your specific needs and complexity.
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I am also committed to making professional guidance accessible to everyone. I dedicate a portion of my time to clients who may require a discounted rate based on their individual situation. One time planning fees may also be discussed. If you’re not sure if we’re a good fit, please reach out for an introductory conversation.
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Flat Fee Vs AUM Pricing
For years, pricing for investment management has been based on a percentage of your assets under management (AUM). It often does not include robust financial planning. Below is an example of how my costs might compare.
Measuring the value of a financial plan
I've found many opportunities for clients to make meaningful savings, but I think some of the most valuable aspects of having a plan are intangible. If you want a few examples, please see this chart from Michael Kitces, a thought leader in the financial advising space.
Let’s Work Together
Get in touch so we can start working together.
