All Services are Offered for a Flat Fee

No Commissions. No Conflicts. Our Success is Based on Yours.

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Flat Fees, Full Transparency

Unlike percentage-based or commission models, a flat fee ensures clients know exactly what they're paying—without hidden costs or incentives that could influence advice. It eliminates conflicts of interest and allows us to focus solely on delivering tailored, objective guidance.

Services & Fees

Private Retainer

Our core Private Retainer service offers a remote, comprehensive, ongoing partnership that supports every area of your financial life. Ideal for clients with significant assets who want a long-term, collaborative approach to managing their wealth—with the added benefit of having nearly every financial task handled on their behalf.

What’s included:

  • Comprehensive Initial Financial Review meeting

  • Annual and ongoing tax planning

  • Tax preparation

  • Representation before the IRS for audits, notices, or other tax matters—handled directly on your behalf

  • Cash flow and budgeting

  • Debt management and leverage strategies

  • Investment management with tailored recommendations

  • Retirement planning

  • Estate planning

  • Insurance and benefits reviews

  • Employee benefits and compensation reviews

  • Education or business planning, as needed

  • Additional services tailored to your situation

  • Direct advisor access by phone or email

  • 3–4 scheduled meetings per year

Fees:

We charge a flat annual fee for ongoing service, based on the complexity of your situation, rather than a percentage of your assets, aligning our time and resources with your specific needs—not just your portfolio size.

Accurate complexity cannot be determined before the Initial Financial Review, however, all annual fees consistently fall well below the industry average of 1% of assets.

No account or portfolio minimums.

Initial Financial Review

Our Initial Financial Review provides immediate clarity and direction, offering actionable recommendations and a personalized roadmap for your financial progress—with 30 days of optional support for implementation. If we both see strong, long-term value in working together, you may be invited to continue through our Private Retainer program. Otherwise, the review can stand on its own—ideal for those who prefer to implement independently.

What’s included:

  • Comprehensive review of recent tax returns to identify missed opportunities

  • Strategic tax planning for the upcoming season and future years

  • Personalized retirement savings recommendations

  • Cash flow assessment and guidance on safe spending levels

  • Debt management and leverage strategies

  • Detailed paystub and employee benefits review

  • Investment analysis with tailored recommendations

  • Estate overview and planning considerations

  • Insurance evaluation to identify coverage gaps or inefficiencies

  • Targeted recommendations for education, business, real estate, or other unique goals

  • Access to your personalized and secure financial website

  • Private, encrypted document vault for easy sharing and storage

  • One-on-one meeting with your advisor to review all analyses and recommendations

  • Direct advisor access via phone or email for 30 days following your meeting

  • Written meeting notes and actionable recommendations to keep and refer to anytime

Fees:

The Financial Review is a flat $1,500 fee, with a $150 deposit required to hold your appointment. The deposit is fully refundable if canceled at least 14 days before the scheduled date.

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