We offer three unique client relationships. Please explore our pricing for each type of client relationship and review our FAQs for pricing below.
-For self implementors and DIY minds
- Do not want an ongoing relationship
-Value ongoing financial advice & planning
-Have less than $300,000 of investable assets
-Value ongoing financial advice & planning
- Over $300,000 of investable assets
Take a look at our most frequently asked questions regarding pricing
Managed Asset Amount Actual Annual Fee %
$300,000 to $500,000 .84%
$500,001 to $1,000,000 .70%
$1,000,001 to $2,000,000 .57%
$2,000,001 to $3,000,000 .50%
$3,000,001 or more .44%
Taxable Income x .01 + Net Worth x .0025 = Annual Financial Planning Membership Fee
Ex: $100,000 x .01 ($1,000) + $100,000 x .0025 ($250) = $1,250/ year base fee
Minimum Annual Fee is $1,200/ year
Maximum is $2,700/ year.
We take taxable income from your most recent tax return, net worth is all assets-all liabilities
FINANCIAL PLANNING MEMBERSHIP is paid by either ACH or Credit Card.
Payment Frequency Options
- Semi-Annually: receive a 15% discount from base fee
- Quarterly: receive 10% discount from base fee
- Monthly: full price of base fee
FINANCIAL PLANNING + INVESTMENTS is paid directly from your investment account monthly
- Each month you are paying for 1/12th of your annual fee.
- Annual fee of .84% /12 = Monthly Fee deduction of .07%
-Example: On October 31st, your account balance was $500,000, within a few business days your fee ($350) will be deducted directly from your account.
ONE-TIME FINANCIAL PLAN is paid directly to our firm by check or ACH from an invoice
FINANCIAL PLANNING MEMBERSHIP (35% of clients) is best for those who value an on-going relationship, want continued holistic financial planning, advice, support, education, unlimited meetings, progress monitoring, and a financial team surrounding and guiding them. Investable assets are less than $300,000 or they want to self-manage their investments.
FINANCIAL PLANNING + INVESTMENTS ( 60% of clients) is best for those who value the same things, but have $300,000+ of investable assets and desire professionally management of money.
ONE-TIME FINANCIAL PLAN ( 5% of clients) are best for self implementers who don't want an on going relationship, and have more of the DIY mentality.
A $300,000 minimum is only required if want the ability to pay for our services directly from your investment accounts.
If you have less than $300,000 of investable assets we will certainly be happy to work with you as a Financial Planning Membership, and we can still manage your money as a part of your membership. You just have to pay for our fee from ACH or Credit Card.
If you have over $300,000 of investable assets, but don't want us to manage your investments you can become a financial planning membership or a one-time financial plan.
You'll get timely market updates, actionable info straight to your inbox, and get to know us along the way