Choose Your Service

  • Hourly Work

    $225 Per Billable Hour.

    Most suitable for small projects and high level reviews of DIY Financial Plans

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  • A landscape scene with snow-capped mountains in the background, rolling green hills, and a modern house in the foreground.

    One-Time Plan

    $4,000-$7,000

    30 Day Engagement with full plan creation, one page plan deliverable, and deep analysis of your situation. Unlimited Access to our team. Implementation of plan is on you.

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  • Modern house with wooden and metal exterior walls, large glass window, set in a landscape with grass and small shrubs, mountains in the background, overcast sky.

    Flat-Fee Advice

    $2,000-$12,000 Annual Retainer Fee

    Comprehensive Financial Planning done with you. Planning for Retirement, Insurance, Estate, Tax, Investment, Business, Financial Psychology (coaching), Charitable Giving, and more. Unlimited Access to our team.

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  • Modern wooden house with stone steps leading up to it, surrounded by grassy landscape, with snow-capped mountains in the background.

    Wealth Management

    1% of Assets Under Management

    Goes down in price with more assets managed, based on annual value, billed monthly. Investments for all types of accounts using modern, low cost ETFs and strategies. Planning Fee is waived after $500,000 of AUM

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Investment Management Fee Schedule

Table showing asset management fees with ranges from zero to ten million dollars and corresponding annual fee percentages, including a negotiable fee for amounts between five and ten million dollars.