Pricing

One flat fee for fully integrated financial planning, investing, and tax strategy—designed for people with more complex financial lives.

Unlike most firms, tax planning and preparation are integrated into your overall financial strategy — not treated as a separate service.

Why a Flat Fee?

No conflicts of interest

No commissions or product incentives

Advice is based on strategy - not assets alone

Designed to align incentives with your long term outcomes

Most clients come to us after working with separate professionals for financial planning, investment management, and tax preparation. We integrate all three into one coordinated strategy and fee.

Your level depends primarily on income, assets, and overall financial complexity.

Advertisement for a membership pass with annual fees of $6000 for couples and $4800 for individuals, over a minimalistic background with a potted plant and geometric design.

Foundational planning for salaried professionals building wealth

ESSENTIAL

The onboarding fee paid at contract signing for this tier of service is typically between $1200 - $1500.
Money mindset
Financial statements
Forward looking spending plans
Debt management strategy
Goal prioritization and tracking
Employee benefit optimization
Insurance review and coordination
Basic estate planning
Not suitable
Asset allocation
Savings strategies
Account management
Analysis of prior returns
Tax planning and preparation for salaried employees, select retirees
Personal Financial Dashboard
Virtual office hours
Quick calls (1-2)
Ad hoc strategy meetings (1)
Annual financial planning meeting
Standard email response time (2-3 days)
Annual report (1)
Snapshot Summary (1)
Salaried individuals or families with income between $150,000 - $250,000 and/or investable assets >= $250,000
Retirees with investable assets between $500,000 and $750,000

For high earners, equity compensation, and growing complexity

ADVANCED

The onboarding fee paid at contract signing for this tier of service is typically between $1500 - $2500.
Money mindset
Financial statements
Forward looking spending plans
Debt management strategy
Goal prioritization and tracking
Employee benefit optimization
Insurance review and coordination
Basic estate planning
Investing in real estate (entry)
Analyze cash flow and long-term wealth impact for existing or new properties
Business entity considerations
Start-Up Income and Expense Projections
Personal and Business Balance Sheets for Funding
Healthcare and Benefit Selection for owner
Employer Retirement Plan Selection for owner
Asset allocation
Savings strategies
Account management
Equity compensation
Real estate investing (<=1 property)
Analysis of prior returns
Tax planning and preparation for salaried employees, select retirees, and sole proprietors
Personal Financial Dashboard
Virtual office hours
Quick calls (2-3)
Ad hoc strategy meetings (2)
Annual financial planning meeting
Standard email response time (1-2 days)
Annual report (1)
Snapshot Summary (2)
Salaried individuals or families with income between $250,000 - $500,000 and/or investable assets >= $500,000
Retirees with investable assets between $750,000 - $1,250,000
Employees with equity compensation
Small business owners
Real estate investors (1 property)

For high-income households, business owners, and advanced tax planning

PREMIER

The onboarding fee paid at contract signing for this tier of service is typically between $2000 - $3000
Money mindset
Financial statements
Forward looking spending plans
Debt management strategy
Goal prioritization and tracking
Employee benefit optimization
Insurance review and coordination
Basic estate planning
Investing in real estate
Analyze cash flow and long-term wealth impact for existing or new properties
Business entity considerations
Start-Up Income and Expense Projections
Personal and Business Balance Sheets for Funding
Healthcare and Benefit Selection for owner and employees
Employer Retirement Plan Selection for owner and employees
Business succession
Estate tax minimization
Legacy planning
Asset allocation
Savings strategies
Account management
Equity compensation
Real estate investing (>=2 properties)
Analysis of prior returns
Tax planning and preparation for business owners and high networth individuals
Personal Financial Dashboard
Virtual office hours
Quick calls (4)
Ad hoc strategy meetings (3)
Annual financial planning meeting
Standard email response time (same business day)
Annual report (1)
Snapshot Summary (3)
Income from various sources >= $500,000 and/or investable assets >= $1,000,000
Retirees with investable assets >$1,250,000
Key employees with equity compensation
Business owners
Real estate investors (2+ properties)

The Personal Advisory Strategy System (PASS) listed above includes annual Financial planning, Investment management, and Tax preparation for a single, flat fee.

Separate services of Financial planning, Investment management, or Tax preparation may be offered, subject to availability. The most common offerings and average prices are:

FINANCIAL PLANNING: Project Financial Plan (~$4000-$5500)

INVESTMENT MANAGEMENT: Management of accounts (.75%)

TAX PREPARATION: Tax preparation (individual) (~$500-$850)

ANNUAL: Tax preparation and tax planning (~$1200+)

*For a full list of pricing and services please see the DETAILED FEE TABLE

Let’s work together.

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