Most advisors won't tell
you their full fee.
We believe you deserve
complete transparency.
No commissions,
no hidden
costs, no surprises.
Fee-Only
(No Commissions)
Setup or
Termination Fees
Maximum
All-In Fee *
Annual Fee
Cap
Many clients come to us paying
similar fees elsewhere
and only
getting investment management.
Our team provides comprehensive
planning
and so much more:
Drag the slider to see
your estimated annual cost
Your Assets
$1,000,000
Annual Fee
$10,100
Planning: $3,600 + AUM: $6,500
Effective Rate
1.01%
All-in annual cost
That's approximately $842 per month for comprehensive retirement planning and investment management.
$3,600 per year ($300/month, billed quarterly)
| Asset Range | Annual Rate |
|---|---|
| First $1,000,000 | 0.65% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 - $5,000,000 | 0.60% |
| $5,000,001 - $10,000,000 | 0.45% |
| Above $10,000,000 | 0.00% |
Our tiered structure means you pay lower rates as your assets grow.
Total fees are capped at $60,000 per year.
Per IRS rules, planning fees must be paid from taxable or Roth accounts - not pre-tax retirement accounts. If most of your assets are in IRAs or 401(k)s, we can adjust the fee mix (reducing the planning fee and slightly increasing the AUM rate) to keep your total cost the same while remaining compliant. You'll never pay more than the standard schedule - we simply shift how the fee is allocated.
Schedule a no-obligation
discovery call.
We'll discuss your situation
and whether we're
the right fit,
no pressure, no sales pitch.
Best for pre-retirees and retirees
with $750K+ in investable assets
Have questions?
See our FAQ