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Fee Overview


Stand-Alone Comprehensive Financial Plan

  • $1,500 - $7,500 depending on complexity
  • $500 due up front remaining in 10 equal monthly payments beginning in month three

Investment Management Only

  • 1% / Annum of Assets Under Management (AUM)
  • Billed Quarterly in arrears
  • See ADV disclosure

Investment Management with Comprehensive Financial Plan

  • Includes tax preparation – add 0.015% to investment management fee schedule

Packaged Modules

Student Loan Analysis

  • $150 - $500 depending on complexity
  • Includes review of all student loans, strategies to reduce payment or payoff early, Public Service Loan Forgiveness (PSLF) analysis, loan default cure strategies. Service includes assisting with forms plus a 3 month and 6 month follow-up review
  • 50% due up front

College Planning Module

  • Starts at $500
  • Funding strategies, student aid strategies, FAFSA assistance, cost comparison, integration of funding sources (529 / student loan / scholarship / other funding), access college search engine

Retirement Account Analysis

  • $250 / Account
  • Includes risk tolerance assessment, allocation analysis, return projections and recommendations
  • $125 due up front

What Service Do You Need?

If you have any questions about how our fees work or you would like to like to find out which services are right for you, contact me.

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