Broker Check

Financial Planning

We offer fully transparent and unbiased financial planning and investment management services. These services are delivered in a combination of as-promised and as-needed-on-demand advice through an annual subscription fee, charged monthly....just like your mobile phone, Netflix and gym membership.

In Your 20's

In Your 20's

$99 per month*

In Your 30's

In Your 30's

$110 per month*

In Your 40's

In Your 40's

$120 per month*

*Planning fee is waived for households with managed investments above $300,000 

Fee may be higher depending on the complexity of your situation.

Investment Management

Investment Management

We are able to choose those investments that we believe are the “best of the best” including mutual funds, load-waived mutual funds, exchange traded funds and individual stocks and bonds without paying a commission. Instead, our fee is based on the amount of assets we manage on your behalf. 

The typical all-inclusive fee, based on the natural affordability model, is 1.00% of the assets we manage for you. This fee is spread across the entire year and charged on a quarterly basis.

We have gotten the question “Will you charge the Investment Management fee for the 401(k) I have at work?”. The general rule is that if our name is on the statement as the advisor, it will be included. If there is someone else’s name, it will not.

Meet the team

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