Our Service Options
Because clients have different needs, we offer multiple ways to engage, whether you're looking for a financial planning engagement or full-service wealth management that includes investment oversight. The chart below outlines what's included in each service model.
Tiered Service Comparison
| Service Provided | Financial Planning Engagement | Full-Service Wealth Management |
|---|---|---|
| Custom Financial Plan | ✓ | ✓ |
| Implementation Support | ✓ | ✓ |
| Withholding & Paystub Review | ✓ | ✓ |
| Roth Conversion Planning | ✓ | ✓ |
| Guardrails Monitoring | ✓ | ✓ |
| Investment Allocation Review | ✓ | ✓ |
| Beneficiary & Estate Plan Review | ✓ | ✓ |
| Coordination of Withdrawal Plans | ✓ | ✓ |
| Tax-Aware Distribution Strategy | ✓ | ✓ |
| Retirement Readiness / Sustainability | ✓ | ✓ |
| Annual Tax Letter for CPA | ✓ | |
| Market & Policy Update Summaries | ✓ | |
| Semiannual Formal Review | ✓ | |
| Ad Hoc Strategy Support Year-Round | ✓ | |
| Business Owner Tax & Planning Support | ✓ | |
| Access to Professional Network | ✓ | |
| Direct Investment Management | ✓ | |
| Investment Risk Management | ✓ | |
| Tax-Loss Harvesting & Optimization | ✓ | |
| Cash Management & Asset Allocation | ✓ | |
| Trading, Rebalancing & Execution | ✓ | |
| Custodian Integration & Oversight | ✓ |
Pricing Overview
Financial Planning Engagement
- Base Fee: $4,000
- The actual fee may vary depending on the complexity of your situation. In some cases, the fee may be lower or higher.
- This includes a comprehensive, personalized plan and initial implementation support, covering areas such as investment allocation, tax strategy, retirement readiness, and coordination of withdrawal plans.
Full-Service Wealth Management
Minimum portfolio size: $750,000
| Assets Under Management | Annualized Fee |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,000 to $1,666,667 | 0.75% |
| Above $1,666,667 | 0.35% |
As fee-only advisors, we don't sell products or earn commissions. Our only compensation comes directly from clients, ensuring complete alignment of interests. We don't take on relationships unless we believe the value provided through financial planning, investment guidance, and tax strategy will exceed the cost. You'll always know exactly what you're paying, with full transparency and no hidden fees.
