Our engagements typically begin with a one-year contract so that we can get to know you and provide deeply personalized advice and recommendations to you.
Under an annual arrangement, we can address the full range of your planning goals, assist you in implementing our recommendations, and respond quickly to any changing circumstances in your life. Fees for a first year financial planning relationship may range from $9100 to $14,500, which includes a $2500 deposit and then between $550-$1000/month, depending on your selected scope of work. We may include additional fees depending on the number of accounts and size of your investment portfolio if we also are advising on your investments.
After we complete your first year retainer engagement, you have the option of entering into an ongoing retainer, starting at $550 per month for planning only services or planning and investment advisory/management services starting at a minimum of $2500 per quarter.
How Fees Are Calculated
Our fees are calculated based on the nature of our work together. Your needs and preferences will direct and drive our work, beginning with our initial phone interview. We will discuss your circumstances and goals, and we'll share a proposed partnership in more detail, which entails how we can help you work toward a strong financial foundation.
Factors we use in calculating fees include the complexity of your situation, the scope and level of services, and the size and types of your investment accounts.
Investment advisory fees are in addition to financial planning fees so that you are paying for only what you need. We can provide you with a quote after speaking with you.
A Fee-Only Fiduciary Firm
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.