Know Exactly What
You're Paying

Most advisors won't tell
you their full fee.

We believe you deserve
complete transparency.
No commissions, no hidden
costs, no surprises.

Calculate Your Fee

Drag the slider to see
your estimated annual cost

$750K $5M $10M $15M

Your Assets

$1,000,000

Annual Fee

$10,100

Planning: $3,600 + AUM: $6,500

Effective Rate

1.01%

All-in annual cost

That's approximately $842 per month for comprehensive retirement planning and investment management.

What's Included

Many clients come to us paying
similar fees elsewhere and only
getting investment management.

Our team provides comprehensive
planning and so much more:

  • Tax minimization strategy
  • Retirement income planning
  • Investment management
  • Social Security optimization
  • Estate & legacy coordination
  • Ongoing access & guidance
See the full details
of what we offer
100%

Fee-Only
(No Commissions)

$0

Hidden Fund
Fees

$0

Setup or
Termination Fees

$60K

Annual Fee
Cap

Ready to See
What Transparent Planning
Looks Like?

Schedule a no-obligation
discovery call.

We'll discuss your situation
and whether we're the right fit,
no pressure, no sales pitch.

Get Your Tax-Focused Review

Best for pre-retirees and retirees
with $750K+ in investable assets

Have questions?

See our FAQ