Our Fees Are Easy to Understand
All that we DO:
- Charge by the hour for the amount of time that you need.
- Provide all the same services as other fee-only firms.
What we DON'T DO:
- Charge an annual percentage of our clients' investments (Typically called AUM - "Assets Under Management")
- Receive a commission or other benefits based on what you invest in or what insurance policies you decide on.
Our hourly rate is $350 and the cost to develop a financial plan typically starts at $3,500. We're happy to discuss your specific needs and give you a more specific quote based on your individual situation.
