How much do you charge for your services?

Our foundational Financial Planning fee ranges from $3,500 to $10,000 depending on the complexity of your planning needs. We only charge you for the services you need, when you need them. So charges for Retirement Transition, Social Security Planning, Tax Planning, Active Family Estate Management, and Business Strategic Planning are separate fees that you’ll be required to pay for when you need them. Our Investment Management fee is based on the market value of the assets under management. This fee is based on a blended tier and ranges from 1% to 2%. This annual fee is generally negotiable.