Our Advantage & Pricing

We provide fiduciary financial advice for a fee that is well below the national averages.

We are a fee-only financial advisor, which means we receive no commissions and there are no hidden fees.

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

Certified Financial Planner™ and CPA Certifications bring the right financial planning and tax expertise to guide your financial decisions. We take pride in personal, proactive service to our clients. You always have direct access to your advisor via phone or email and will always receive a timely response.

We charge an affordable fee for all our services that scales 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.