Transparent, Tiered Pricing

We value your time—and your trust. That’s why we offer clear, straightforward pricing based on your total investable assets. No hidden fees. No product commissions. Just professional, advice-only financial planning when you need it.

  Assets Hourly Rate     

$0 – $99,999                          $125/hour   

$100,000 – $999,999             $250/hour   

$1,000,000 – $4,999,999      $375/hour  

$5,000,000 – $9,999,999       $500/hour   

$10,000,000 or more                    $1,000/hour     

We track our time and bill monthly based on actual hours worked on your plan, reports, analysis, or check-ins. Every invoice includes a breakdown of time spent and what we worked on—so you’re always in the loop.