facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Costs

Our Financial Planning Costs

Understanding The Cost

We never make how much it will cost to work with us a secret. We ensure that our clients have a clear understanding of our services, processes and cost structure.

As comprehensive financial planners, we want to help our clients in every aspect of their financial lives. Being a fee-based firm means that we’re able to align our success with yours. We don’t receive commissions, and we have no proprietary products to sell.

We don’t have a minimum asset requirement. Our services are best suited for households with either $750,000 or more of assets and/or greater than $200,000 of income. We seek to serve a clientele that has a strong desire to build wealth, even if they don’t have much to begin with.

Have Questions About Our Costs?

Get In Touch to Learn More