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Financial Planning Fees and Services

Estimated Annual Income

Estimated Net Worth

Range of Fees

$10,000 - $50,000$50,000 - $150,000$1,000
$50,001 - $100,000$150,001 - $500,000$1,001 - $2,500
$100,001 - $200,000$500,001 - $750,000$2,501 - $3,000
$200,001 - $300,000$750,001 - $1,000,000$3,001 - $5,000
$300,001 - $500,000$1,000,001 - $2,000,000$5,001 - $8,000
$500,001 - $700,000$2,000,001 - $5,000,000$8,001 - $11,000
$700,001 - $800,000$5,000,001 - $7,500,000$11,001 - $15,000
$800,001 - $1,000,000$7,500,001 - $10,000,000$15,001 - $20,000
$1,000,001 & Above$10,000,001 & AboveNegotiable

This Fee Schedule is designed to be a guide. Actual fees may vary depending on individual circumstances.

Hourly consultations are available. Fees range from $250 - $450 per hour, depending on complexity.

When calculating your fee, please use the higher value of income or net worth.

Managed Accounts

Assets Under Management

% of Assets

First $100,0001.50
$100,001 - $500,0001.25
$500,001 - $1,000,0001.00
$1,000,001 - $3,000,000.90
$3,000,001 - $5,000,000.80
$5,000,001 - $10,000,000.70
Amounts in excess of 10 million dollars are negotiable----

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

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