All Services are Offered for a Flat Fee

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

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.

Service Options & Fees

 

Private Retainer

Our core service offers a 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 tasks handled on their behalf.

What’s included:

  • Annual and ongoing tax planning

  • Tax preparation

  • Cash flow and budgeting

  • Investment management

  • Retirement planning

  • Estate planning

  • Insurance 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 use a transparent formula based on income, assets, and complexity to determine a flat annual fee (minimum $3,000), billed quarterly. Our fees are consistently below the typical 1% of Assets Under Management, ensuring better value, fairness, and alignment.

 

Emerging Wealth Retainer

Designed for individuals whose income exceeds their current assets, this program provides full financial planning and tax support at a reduced rate while your wealth grows.

You’ll receive the same holistic services as our Private Retainer, with 1–2 scheduled meetings per year.

This program is available as long as we have capacity. When your assets begin to exceed your income, we’ll transition you to our Standard Retainer so your plan continues to reflect the full scope of your financial life.

Fee: $2,000 annually, billed quarterly.

Standalone Financial Review

This singular review covers the same core areas as the Private Retainer but in a single, in-depth snapshot. It’s built to give you clarity now, without the ongoing updates and support of a full-service relationship.

Following the session, you’ll receive detailed notes with explanations and recommendations, delivered through a secure link for you to download and keep. Everything is designed to be portable and practical—tools you can use anytime, without being tied to ongoing services.

You’ll also have 30 days of follow-up with your advisor to discuss anything covered in the review or new questions that arise.

Fee: $1,500

*If you're invited to continue as a Private Retainer or Emerging Wealth client after your review, the cost of the review will be applied to your first year’s fee.