Broker Check


We Like Transparency

There are no mysteries in the way that we work. We are a fee-only firm and we follow the highest fiduciary standards for our clients. We never work on commission.  All fees are transparent and are listed on your Schwab statements.

Management Fees

Our asset management fee is 1% per year, and negotiable for portfolios over $2.5M. It’s that simple.

Financial Planning Fees

Comprehensive Financial Plans range from $1,500 - $10,000 depending on the scope of your needs and planning. However, not everyone needs a full financial plan. Maybe you only need one aspect of your plan examined.  Individualized and Certified Divorce Financial Analysis fees are $350 per hour.

The best way to know the cost for a plan is to call us or meet. We can give you a more definitive answer once we know your needs.