Our Fees
The schedule for the various services we offer, subject to the agreement provided at the point of engagement, is as follows:
Initial Consultation
$275.00 per Hour
Initial Consultations are Complimentary if referred or if you take a class: See Education to find an upcoming class near you!
FINANCIAL PLAN
(FP MEETINGS 1 AND 2)
$1500.00
$1,900.00 – Financial Plan with one free annual renewal/update., savings of $275.00
FINANCIAL PLAN UPDATES
$675.00
A minimum $50,000 in assets under our management allows this engagement to be complimentary
INVESTMENT MANAGEMENT
Varies
Based on a percentage of assets under management.
Extremely competitive versus industry peers, see our Form ADV for details
LEGACY PLAN
Couples’ Wills – $700.00 ($350.00/spouse)
Individual Will – $450.00
Living Trust – $1,500.00
HOURLY CONSULTATIONS
$275 per hour