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Choose Your Plan

$1,750 qtr
starting at 

Ongoing Wealth Advisory

Financial Planning & Investment Management

  • Ongoing relationships have a minimum quarterly fee of $1,750 and minimum managed accounts size of $500,000 (see blow for account info). 

  • Custom portfolios tailored to you​

  • Monitor, review, and rebalance investments 

  • Comprehensive financial planning

  • Pro-active recommendations as markets, laws, and strategies change 

  • Goal prioritization and implementation

  • Meetings offered both virtually and in-person

  • Fee schedule for managed investments over $700K can be found in the table below

starting at

One-time Plan

Develop an actionable plan

  • One-time plans and projects starting at $3,000

  • Develop a plan to make your money work towards your goals in meaningful ways

  • Work with a professional to evaluate financial progress, planning opportunities, and potential blind spots 

  • A series of three virtual meetings

  • Complimentary investment review

  • Pricing is based on complexity.  An estimate of hours to complete the plan will be provided in advance and is firm (unless extraordinary circumstances).  

Ongoing Wealth Advisory - Fee Table 

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Minimum of $500,000 in managed investment accounts.  Managed accounts include IRAs, ROTH IRAs and brokerage investment account.  This does not include accounts such as current employer sponsored retirement plans, 529 plans, cash accounts, the value of real estate, businesses, or charitable funds.   

Services & Fees

Need more details? Contact us

We are here to assist. Contact us by phone, email or schedule a call on our calendar.

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