Our Advantage & Pricing

We provide fee-only, fiduciary financial advice.

Our independence and transparent pricing reflect our commitment to always act in your best interest.

Specialized focus on retirement issues, combined with CPA and Certified Financial Planner™ Certifications, brings the right expertise to guide your financial decisions for retirement. We take pride in personal, proactive service to our clients.

We charge an affordable fee for all our services based on the assets we help you manage. There are no hidden fees or commissions. Fees are deducted from your investment accounts each quarter.

Managed Assets Annual Fee
Up to $500,000 0.9%
Next $500,000 0.8%
Next $500,000 0.7%
Over $1,500,000 0.4%
No hidden fees. No commissions.