Pricing
Pricing
We offer a range of planning options based on each client’s financial picture. We pride ourselves on transparent needs-based pricing for our services.
QUICKSTART
A financial plan that serves as a basis to making smart financial decisions.
BEST FOR:
Those who want to grow their wealth, secure assets and plan for the future.
fee
MORE
A more complete financial roadmap based on your personal goals.
BEST FOR:
Those who want to consider cash flow and spending strategies, college savings, retirement planning, tax planning and more.
fee
EVEN MORE
An even more advanced financial plan for those with established wealth.
BEST FOR:
Those with more complex financial situations who might require advanced solutions.
fee
A LA CARTE
one-time fee
BEST FOR:
Those with a specific financial issue or questions about basic financial planning.
All Plans (except A La Carte) include:
Personal financial website
A digital experience supported by our human insight and interpretation
Financial blueprint
A simple overview of your financial picture and the strategies to meet your goals
Financial education pieces
Ongoing education pieces posted on our client portal
256-bit encrypted electronic vault
For storage of important financial documents
Professional recommendations
Referrals for CPAs and estate planning attorneys, if needed
To-do list
Tasks based on your financial plan
Our fees follow a tiered pricing structure based on your level of investment.
Amount Invested
Advisory Fee
$0 to $249,999
1.15%
$250,000 to $499,999
1.00%
$500,000 to $999,999
0.90%
$1,000,000 to $1,999,999
0.70%
$2,000,000 or more
0.50%
Fees based on account balance
Contact UsHistorical performance
We evaluate each recommended investment product against historical benchmarks, carefully weighing risks against rewards.
Risk assessments
We evaluate your tolerance for risk, thinking about how you’d respond to various financial outcomes.
Portfolio analysis
Looking at your current investments, we identify strong and weak spots to plan for an even brighter future.
Target allocation
Considering the universe of possible investments, we begin to recommend the right asset mix to reach your goals.
