Flat Fee Investment Management and Financial Planning

Trusted Advice. Unbiased Expertise. Simple Pricing.

As a flat fee, fiduciary and fee-only financial advisor, our compensation comes directly - and only - from our clients;  never from product sales or commissisons, referral fees, or mutual fund companies.
Core Client Fees

Fees May be Paid Via ACH or Managed Assets

$2050 Per Quarter
  • Portfolio Management Services For Up To $2MM
  • Ongoing Comprehensive Financial Planning
  • Financial Summary and Action Plan
  • Tax Strategies and Modeling
  • Semi-Annual Meetings
Managed Assets Over $2MM - .35% Annually
Limited engagements including one-time financial plans are Available on a Limited Basis and Begin at $4,000.
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