We are committed to finding the right fit for you.
Full-service Financial Planning
& Investment Management
Everything you need. Every time you need it.
Ongoing comprehensive financial planning and investment management is well-suited for those who want a trusted financial partner who will walk through everything life throws their way. Comprehensive planning includes...
-
Portfolio management
-
Retirement scenario analysis
-
Tax-advantaged investing
-
Income distribution strategy
-
Charitable giving
-
Social security & Medicare elections
-
College savings
-
Equity compensation & options
-
Income tax planning
-
Self-employment tax planning
-
Student loan repayment & forgiveness
-
Employee benefits elections
-
Cash flow & budgeting
-
Debt prioritization
-
Asset protection
-
Estate planning & wealth transfers
Pricing
Pricing for ongoing financial planning and investment management is determined based on the life stage and level of financial complexity of the household. The below tiers reflect common household profiles and may be further adjusted to reflect your specific complexity factors. Annual fees are billed in monthly increments.
LAYING FOUNDATIONS
$ 4,200
base annual fee
-
Early in wealth journey
-
Low financial complexity
-
W-2 income only
-
<$200k household income
-
<$400k investable assets
INCREASING CAPACITY
$ 6,600
base annual fee
-
Building wealth
-
Moderate financial complexity
-
W-2 / Self-employed income
-
$200-$400k household income
-
$400k-$1M investable assets
POSITIONED FOR IMPACT
$ 9,000
base annual fee
-
Retired or optionally working
-
High financial complexity
-
W-2 / SE / Portfolio income
-
$400k+ household income
-
$1M-$10M* investable assets
*Clients with investable assets in excess of $2,000,000 pay an additional investment fee according to the chart below.
Additional Investment Fees
INVESTABLE ASSETS
ADDITIONAL INVESTMENT FEE
$0 - $2,000,000
$2,000,001 - $4,000,000
$4,000,001 - $6,000,000
$6,000,001 - $8,000,000
$8,000,001 - $10,000,000
$10,000,001+
$0
$4,000
$8,000
$12,000
$16,000
$22,000
Financial Plans &
Limited-Scope Projects
We understand comprehensive isn't for everyone.
Whether you're a DIYer wanting to cross-check your investment strategy, a recent graduate eager to optimize student loan repayment, or a business owner struggling to keep up with the moving pieces, a limited scope advice-only project may be a good fit for you. We will help you identify the greatest opportunities for financial impact at a price tailored to you.
Frequently Requested Projects
STUDENT LOAN
ROADMAP
$ 250
one-time fee
* Analysis of Federal Aid data
* Payment prioritization forecasting
* Repayment plan recommendation
* Forgiveness eligibility & process
* Refinancing analysis
​
PORTFOLIO
LAUNCHPAD
$ 400
one-time fee
* Suited for early-stage investors
* Risk assessment & time horizon
* List of recommended investments
* Asset allocation recommendations
* Instructions for implementation
​
FULL FINANCIAL
PLAN
$ 1,800-6,000
based on complexity
* Multi-month engagement
* Identification of goals & priorities
* Analysis of all financial domains
* Comprehensive plan deliverable
* Checklist for DIY implementation
Other common projects include...
-
Social Security optimization & Medicare enrollment
-
Pension vs. Lump-sum analysis
-
Roth conversion assistance
-
​Cash flow, budgeting, and debt prioritization
-
Calculation of quarterly estimated tax payments for business owners
-
Open enrollment & new employee benefits selection
-
Home purchase analysis
-
Estate documents review
-
Financial liaison monthly retainer
Limited-scope projects and retainers are priced according to complexity. Total project price is determined prior to signing an agreement.