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What Does It Cost to Work With Us?


Every person’s situation is unique, but the typical range for our primary planning services is indicated below. As part of our Introductory Process we will determine the cost for the service you want and need. You will not incur any charges until you know and agree to the cost!


Comprehensive Financial & Retirement Planning

Charges vary with the complexity of your situation, but typically range from $2,500 to $5,000 per year.
This is intended to be an ongoing annual service but may be cancelled at the end of any 12-month contract period.
Charges may be paid on a quarterly basis (25% due with the signed agreement and 25% due every three months thereafter).


Financial & Retirement Planning “Snapshot”

Charges vary with the complexity of your situation, but typically range from $1,500 to $2.500.
This service is intended to be a one-time snapshot but may be selected again in a later year to receive an updated plan and recommendations (no more than once per year).
Charges may be paid in installments (1/3rd due with the signed agreement, 1/3rd due within 30 days, and the remaining 1/3rd due upon delivery of the final plan).


Advisory Investment & Wealth Management

Advisory fees are based on a percentage of the total investments being managed.
A fee schedule will be provided if this is a service you need.
Fees are based on an annual percentage rate scale and are calculated and automatically deducted from your investment account on a quarterly basis.
This service may be terminated at any time without penalty.


Supplemental Services

The cost depends on the service you need and the complexity of your situation.
The charge for these services is typically based on the hours involved. We will provide an estimate when we review your circumstances.

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