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WE simply charge by the hour

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. 

Set up a time to talk!