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Services & Costs


We believe in developing expertly crafted, personally tailored strategies from a financial planning relationship before anything else.  While building wealth and protecting against risk is important, we find the best way to achieve success is to understand exactly where you are and what you want to achieve in order to determine the best strategies to get you there.  We think everyone that goes through the financial planning process is empowered to make better financial decisions, significantly improving their potential for success.   


Financial Planning 

Advisory Asset Management 

Below is a list of our standard advisory fee schedule. Fees may vary in some circumstances and minimums may apply. 

Asset Management + Financial Planning

For clients who would like us to manage assets, we provide discounted planning services so that costs are reasonable.

$1MM+ Advisory Assets – Comprehensive planning up to 3 topics* – Year 2+ included at no cost
$500k - $1MM Advisory Assets – Comprehensive planning up to 1 topics* – Year 2+ included at no cost
$250k - $500k Advisory Assets – Comprehensive planning – Year 2+ included at 50% of standard cost+
$100k - $250k Advisory Assets – Comprehensive planning – Year 2+ included at 80% of standard cost+

*High Complexity Financial Planning Not Included. Additional topics can be included for $500 additional charge each. A financial planning agreement must be signed to recieve financial planning services even if the service is being included at no cost.
+Review Menu of Client Services for overview of cost.

Investment Minimums

Although we don't have any strict investment minimums, we generally require avaerage total cost of at least $250/month from each client household to cover our operating expenses for providing planning and advisory services.  With some acceptions, we generally only accept new clients who are engaging in financial planning services, as we find that allows us to provide the most beneficial and objective advice. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (860) 544-5729