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 guidance 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.

At Future U Financial

Our ideal clients are those who want to make thoughtful, informed financial decisions that align with their future goals. 

We are striving to reshape the industry are we are very careful with our time. 

Typically clients have found superior service for far less than a traditional financial advisor. 

We take our job, fiduciary duty, and your trust seriously. 

Although we seek to lower barriers to entry for quality financial advice, we do not seek to partner with those who are penny wise and pound foolish.