Simple, transparent pricing for ongoing financial guidance.
We work with a limited number of families through a flat annual fee that combines comprehensive financial planning and wealth management into one ongoing relationship.
Comprehensive Planning
For high earning families who want to organize their financial life, make smarter decisions, and build a clear strategy for the future.
- Investment management
- Retirement planning
- Tax planning opportunities
- Insurance review
- Estate planning coordination
- Cash flow and savings strategy
- Employer benefits review
- Ongoing guidance and accountability
Advanced Planning
For families with significant assets, business ownership, equity compensation, or more advanced planning needs requiring deeper coordination.
- Everything included in Comprehensive Planning
- Advanced tax strategy
- Business owner planning
- Equity compensation planning
- Multi account coordination
- Charitable planning strategies
- CPA and estate attorney coordination
- More frequent planning conversations
Want to see if we are a good fit?
Schedule a conversation to learn more about how we work and whether our planning relationship is the right fit for your family.
Schedule a ConversationA fee structure designed around clarity, coordination, and alignment.
We believe financial planning works best when your advisor can see the full picture. That is why our flat fee relationship is designed to encourage coordination, simplify decision making, and align our advice with the complexity of your life rather than the day to day movement of the markets.
Better advice starts with the full picture.
When accounts, investments, insurance, taxes, estate planning, and cash flow are scattered across different places, it becomes harder to make thoughtful decisions. Consolidation helps us coordinate the moving parts and give advice that reflects your entire financial life.
Your fee should not rise just because markets did.
Traditional asset based pricing often increases when portfolios grow, even if the scope of advice has not changed. Our flat fee approach is intended to be more transparent and tied to the planning work, guidance, and complexity involved.
Complexity matters more than account size alone.
A family with business ownership, equity compensation, multiple accounts, tax planning needs, and estate considerations may require more planning than a larger but simpler household. Our fees are based on the work required to serve you well.
Built for families who want more than investment management.
Our goal is not simply to manage a portfolio. It is to help families make better financial decisions across their entire lives. That requires organization, visibility, and a coordinated planning process.
When we can see how the pieces fit together, we can better evaluate tradeoffs, identify opportunities, reduce unnecessary complexity, and help keep your financial life aligned with the future you are trying to build.
Simple pricing. Comprehensive guidance.
Our annual flat fee is based on the complexity of your financial life, the scope of advice needed, and the level of ongoing coordination required. As your needs become more complex, the fee may change. But the goal remains the same: clear, proactive guidance that helps your money serve your life.