We offer three unique client relationships. Explore our pricing for each and review our pricing FAQs.
-For self implementors and DIY minds
-Prefer not having an ongoing relationship
-Value ongoing financial advice and planning
-Have investable assets under $300,000
-Value ongoing financial advice & planning
- Have investable assets over $300,000
Take a look at some of our most frequently asked questions regarding pricing
Managed Amount
Actual Annual Fee %
$300,000 to $500,000
.84%
$500,001 to $1,000,000
.70%
$1,000,001 to $2,000,000
.57%
$2,000,001 to $3,000,000
.50%
$3,000,001 +
.44%
Minimum Monthly Fee: $100
Maximum Monthly Fee: $225
Payment Frequency Options:
-Semi-Annual (get a 15% discount)
-Quarterly (get a 10% discount)
-Monthly ( full price + a $250 onboarding fee may apply)
We use your taxable income line from your most recent tax return
Net worth = All Assets - All liabilities
Financial Planning Membership (35% of clients): Ideal for those who value an ongoing relationship, holistic financial planning, advice, support, education, unlimited meetings, progress monitoring, and a dedicated financial team. Suitable for those with investable assets under $300,000 or who prefer to self-manage their investments.
Financial Planning + Investments (60% of clients): Perfect for those who value the same comprehensive services but have $300,000+ in investable assets and desire professional money management.
One-Time Financial Plan (5% of clients): Best for self-implementers with a DIY mentality who do not want an ongoing relationship.
Financial Planning Membership: Paid by ACH or credit/debit card.
Financial Planning + Investments: Fees are deducted monthly directly from your investment account.
One-Time Financial Plan: Paid by check or ACH from a one-time invoice.
- A $300,000 minimum is required if you wish to pay for our services directly from your investment accounts.
- For those with less than $300,000 of investable assets, we welcome you as a Financial Planning Membership client. We can manage your money as part of your membership, with fees paid via ACH or Credit/Debit Card.
- If you have over $300,000 of investable assets but prefer not to have us manage your investments, you can opt for a Financial Planning Membership or a one-time financial plan.
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