Fees
Flat, published, and the same for everyone.
You’ll know exactly what you pay before we start. No percentage of your assets, no commissions, no product kickbacks — ever.
Foundations
$2,400
one-time project
A complete written plan for people who want to implement it themselves.
Two planning sessions
Written plan within 30 days
90 days of email follow-up
Investment recommendations
Complete
Most chosen
$4,800
per year, billed quarterly
Ongoing planning and investment management for most households.
Everything in Foundations
Investment management, any size
Tax planning with your CPA
Quarterly check-ins, unlimited email
Owner & Equity
$6,000+
per year, by complexity
For founders, partners and households with equity compensation.
Everything in Complete
RSU / ISO / exit planning
Business retirement plans
Annual entity & tax review
Do the math
Why flat beats a percentage.
A 1% fee grows every time your portfolio does. Drag the sliders to see how much that costs over a lifetime.
Flat fee vs. 1% of assets
LiveYou keep after 30 years
$1,263,438
Ending balance $6.36M with a flat fee vs $5.10M paying 1% a year.
Hypothetical illustration. Fees deducted annually; flat fee rises 3% a year for inflation. Not a guarantee of future results.
See our pricingWhat we never charge
No hidden anything.
Commissions
We don’t sell insurance, annuities or funds. Our only paycheck is your fee.
Asset-based fees
Your fee doesn’t rise just because the market did.
Revenue sharing
No payments from fund companies, custodians or anyone else.
Exit penalties
Leave any time. We’ll help you move accounts, at no cost.
Free · 30 minutes · No pitch
Let’s see what your money could do.
Bring your questions. You’ll leave with at least one idea you can act on this month — whether or not we work together.