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Comprehensive financial planning
Best for: clients with investable assets who want hands-on portfolio management alongside full financial planning
Fee structure
1% AUM
on assets up to $1M · Minimum annual fee: $2,000–$7,500 depending on complexity (applies until AUM fees exceed the minimum)
What's Included?
Direct investment management
Comprehensive financial plan
Proactive tax strategy & CPA collaboration
Retirement & estate planning guidance
Ongoing advisor access — no hourly billing for contact
This service is also required for clients seeking to establish a cash balance plan or defined benefit plan as part of their retirement strategy.
Ongoing financial planning
Best for: solopreneurs, high-income earners, and DIY investors who want a dedicated planner without handing over portfolio management
Fee structure
Starting at $4,500/year
Annual retainer billed quarterly in arrears · Complexity-based pricing confirmed after discovery call
What's Included?
Comprehensive financial plan
Regular planning check-ins
Proactive tax strategy & CPA collaboration
Investment strategy review (you retain management)
Ongoing advisor access — no hourly billing for contact
Project-based consult
Best for: anyone with a specific financial question who doesn't need ongoing planning
Fee structure
$1,500–$5,000 flat fee
Fee agreed upon before work begins · No ongoing commitment required
Common projects
Student loan repayment strategy
S-Corp election analysis
Backdoor Roth IRA setup & review
Disability or life insurance review
Lump-sum investment guidance