facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Transparent and Upfront Fees

What it Costs

As a fee-only financial planning firm, we work in a niche of the finance industry. We are an independent firm whose entire focus is always on the client, and what is best for them.

As such, the only compensation we receive is directly from our clients. We do not receive commissions, referral fees, or third-party incentives of any kind, and our transparency means clients will always know the cost before they start the process. We do not charge a separate fee for investment management and our agreeements include tax preparation and audit representation. It is not a requirement that we prepare your tax return, however, we find most clients find it to be of significant benefit. We determine your fee based off a transparent and upfront income and net worth calculation. Our minimum fee is $5,000 ($1,250 per quarter). 

Putting It In Perspective

Let’s compare the above listed financial planning fee to other services and items commonly purchased:

Realtor5-7% commission. Selling a $300,000 home may cost $15,000 to $21,000.
Family Law AttorneyApproximate retainer is $2,000-$3,000 with an hourly rate of $200-$300
Financial Advisor that charges an AUM (Assets under Management).5-2% of investment assets (may not include comprehensive planning advice)
Financial Advisor that charges by the hour$150-$300/ hour
Average cost of preparing a tax return with a Schedule AIn 2013, the cost was $261
Cost of preparing joint simple wills and various other power of attorney and health directive documents$800-$1,200. Adding a living trust could cost over $2,000
Daily Coffee from Starbucks$4/day = $1,460 each year


When working with a financial planner, a client is making an investment in their financial future. They should expect, and it is our goal, to provide them value that far exceeds our fee. We desire to be a financial guide as the client navigates their financial life through various challenges. How do you reach financial security? ONE STEP AT A TIME!