Our Pricing

Financial Planning Services

We offer our clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.

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Essential Plan

“Get organized and set a course for your financial future”


Meetings: Annual


  • Investment Review
  • Retirement Planning
  • Beneficiary Review
  • Social Security and Medicare Analysis
  • Goals and Values Review
  • Behavioral Financial Coaching
  • Goal Monitoring




Initial Plan: $1,200

Ongoing Planning: $100/month

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Advanced Plan

“A comprehensive approach to fully evaluate and prioritize your finances”


Meetings: Semi-Annual


Essential Plus:

  • Online Experience
  • Net Worth Statement
  • Detailed-Cash Flow Planning
  • “What if” Scenarios
  • Multiple Goal Analysis
  • Education Planning
  • Risk and Insurance Analysis
  • Roth Conversion Review
  • Basic estate planning


Initial Plan: $2,400

Ongoing Planning: $200/month

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Premier Plan

“Take complete control of your

financials and build your legacy”


Meetings: Quarterly


Advanced Plus:

  • Wealth Transfer Scenarios
  • Family Financial Education
  • Stock Option Analysis
  • Charitable Giving
  • Business Planning
  • Income Tax Planning
  • Advanced estate planning




Initial Plan: $3,600

Ongoing Planning: $300/month

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Build Your Own Financial Plan

While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer ala carte planning services at $250/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above, or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work.

Investment Management Services

We commit to understanding the entirety of your financial life before making investment recommendations. We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. Our investment management process may include, but is not limited to, the following services.

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Development Investment Policy Statement (IPS)
  • Asset Allocation
  • Portfolio Analysis and Optimization
  • Manager search process and selection
  • On-going monitoring of client’s portfolio and money managers according to their Investment Policy Statement (IPS)
  • Monthly Statements and Quarterly Performance Statements
  • Regular Client Reviews
  • On-line access to investment accounts
  • Weekly Market Update via Email
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Account Value

$0-$99,999

$100,000 – $499,999

$500,000 – $999,999

$1.000,000 – $1,999,999

$2.000,000 – $2,999,999

$3,000,000 +

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Annual Management Fee

1.35%

1.25%

1.15%

1.00%

0.85%

0.75%

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Household minimum investment total is generally $250,000.

Annual fees are deducted on a quarterly basis from your account.

* Fee modifications are evaluated on an individual basis.