Every service you need, under one roof
Clear pricing. No hidden fees. One team that handles your entire financial life so you don't have to coordinate between five different firms.
Simple, transparent pricing based on what you need
Every tier includes a dedicated advisor, a written plan, and ongoing access. The only difference is scope.
For individuals and young families getting started with a real plan.
$250K minimum
- Comprehensive financial plan
- Investment management
- Retirement projection & tracking
- Annual tax review
- Two advisor meetings per year
For families and professionals who want proactive, hands-on guidance.
$500K minimum
- Everything in Foundation
- Tax-loss harvesting & optimization
- Estate planning coordination
- 401(k) / IRA rollover strategy
- Quarterly advisor meetings
- Insurance & risk review
For high-net-worth families with complex, multi-generational needs.
$2M minimum
- Everything in Growth
- Multi-generational wealth transfer
- Charitable giving strategy
- Business succession planning
- Monthly advisor access
- Family financial education sessions
You'll always know exactly what you're paying
We believe fee transparency isn't a selling point — it's the bare minimum. Here's how our fee structure works, in plain English.
- No commissions — ever
- No account setup or onboarding fees
- No exit fees or lock-in contracts
- Fee decreases as your assets grow
What does "AUM" mean?
AUM stands for Assets Under Management — the total value of the investments we manage for you. Our fee is a percentage of that total, billed quarterly. As your portfolio grows, your effective fee rate goes down.
Are there any hidden costs?
No. The only additional costs are the expense ratios on the funds we use (typically 0.03%–0.15% for index funds), which go to the fund companies, not us. We always choose the lowest-cost options available.
What if I want to leave?
You can leave at any time with zero penalties. No exit fees, no lock-in period, no questions asked. We keep clients because we earn their trust, not because of a contract.
Is the initial consultation really free?
Yes — completely free, with no obligation. We'll spend 30 minutes understanding your situation and tell you honestly whether we can help. If we're not the right fit, we'll point you in the right direction.
Not sure which tier is right for you?
That's exactly what the free call is for. We'll learn about your situation and recommend the right level of service — no pressure, no upsell.
Book Your Free Call