Case-by-case customized pricing

Your Financial Plan and Investment Strategy will be tailored specifically for your needs and our fees are determined by the complexity of your situation. We will provide you with a quote after your initial consultation.

One flat fee

We believe the financial planning process is where we add the most value. We believe your investment portfolio is just one of your resources to support your financial plan. That’s why we charge a flat monthly fee for an open retainer relationship that includes both financial planning and investment management.

Open Retainer Pricing

Open Retainer - initial year: $100-$500 a month

  • Creation of your initial financial plan (3-4 meetings)
  • Scheduled review meetings (3-4 meetings)
  • Ongoing Investment Management
  • Ability to schedule phone calls or schedule meetings as needed

Open Retainer - renewal year: $90-$300 a month

  • Scheduled review meetings (3-4 meetings)
  • Ongoing Investment Management
  • Ability to schedule phone calls or schedule meetings as needed