Costs

 

 

As an independent fee-only advisor, we are only compensated by our clients, not by commissions or any other entities.

 

While we are pleased to refer clients to other professionals, we do not accept referral fees.

 

As a Fiduciary, we pledge to act in your best interest, putting your interests before our own and providing written disclosure of any conflict of interest.

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We understand that each new client is unique and therefore, we offer different solutions based on your needs.

 

We work with clients in one of three ways:

 

1.  The majority of our clients utilize our Wealth Planning and Investment Management services. Costs based on assets under management.

 

2.  Some clients engage with us for a Financial Planning Project only.  Mostly fixed fee.

 

3. And finally for first time clients we offer a Real Time Planning or Portfolio Second Opinion 1.5 Hour Session.  Flat fee.  Click here to sign-up.

 

To compare the different choices click here.

To learn more about our pricing schedule, please contact us.