What to Expect
What our partnership looks like
Our Process
THE COST

Personal Financial Planning (Hourly)
The cost for personal financial planning services varies, depending on your specific needs.
While most consultations result in a comprehensive financial plan, occasionally, engagements have a narrower focus.
Fees are based on the time spent discussing your financial circumstances, researching and analyzing the issues, and the development of the recommendations in the final written plan.
Our fee is $400 per hour, and most plans range from $3,000 - $6,000. However, consultations with a more narrow focus will generally cost less.

Active Portfolio Management (Percentage of assets)
The cost for active portfolio management services depends on the size of your portfolio. Fees are less than 1% and include the cost of ongoing financial planning.
Details can be found in our Firm Brochure located at the bottom of this page.