One-Time Startup Fee

We get everything set up correctly from day one, accounts, access, and the info we need to plan right.

$500 (one-time)

Business Tax and Financial Planning

$3,600 / year Planning Fee
($300 a month)

  • Full business & personal tax planning, projections

  • Guidance on tax filing (you or your CPA submits the return)

  • Tax Planning

  • Investment Planning

  • Cash Flow Planning

  • Estate Planning

  • Retirement Planning

  • Debt/Student Loan Planning

  • 529 Planning

  • Charitable Planning

  • Additional questions


Business Exit Planning: For owners who are 3–5 years from exit.

$10,000 / year Planning Fee

  • Selling Strategies

  • Full tax planning

  • Professional coordination with CPA, Attorney, Banker, Etc.

  • Exit planning

  • Post-sale planning & coordination


Investment Management & Asset Advisory

Ongoing, fiduciary portfolio management designed to help your money grow without product sales, commissions, or gimmicks, just a clear advisory fee based on the assets we manage for you.

Advisory Fee (AUM)

  • $0 – $1,000,000: 1.00%

  • $1,000,001 – $3,000,000: 0.85%

  • $3,000,001+: 0.70%