How pricing works
This is intentionally simple.
There are two parts to the relationship:
A one-time setup to begin the work
Ongoing planning, billed either as a flat fee or through asset management
No commissions. No product sales. No surprises.
Ongoing planning
Every client relationship starts with comprehensive, tax-first planning.
$3,000 per year, billed at $250/month
Covers ongoing planning, coordination, reviews, and real-time decision support
When assets are managed
Once managed assets exceed $300,000, the planning fee is waived.
At that point, pricing shifts to:
1.00% on the first $1M
0.85% on $1M–$3M
0.70% above $3M
Planning doesn’t change.
The way it’s billed does.
Getting started
To begin the engagement, there is a one-time $300 start fee.
This covers onboarding, data gathering, and building the first version of your plan so we can work from a clear, shared foundation.
Paid after the first meeting and before the second meeting, once we’ve confirmed the fit.
What this structure avoids
No commissions
No product sales
No incentives to recommend one strategy over another
The advice stays aligned with your outcomes.