Flat-Fee Advisory Services

For Managed Assets Under $3,000,000

As a flat-fee fiduciary and fee-only financial advisor, our compensation comes directly - and only - from our clients;  never from product sales, commissions, referral fees, or mutual fund companies.

Please Note: There is currently a four-week waitlist to begin the onboarding process.

$12,000 Annual Fee

Fees Are Paid Quarterly Via ACH or From Managed Accounts and Do Not Include Tax Preparation. See Tax Preparation Below More Information.
  • Portfolio Management Services
  • Ongoing Comprehensive Financial Planning
  • Financial Summary and Action Plan
  • Tax Planning and Modeling
  • Semi-Annual Meetings
  • .36% On Managed Assets Over $3MM
Schedule Your Free Consultation

Tax preparation fees begin at $500.  Basic returns include two W-2s, schedules B and D, and one state return.  Additional complexities, forms and schedules will incur additional fees.  A separate tax agreement, with fee estimate, is signed each year.  Tax preparation services are not included in the scope of investment advisory services.