Financial Planning Service Fees

A financial plan costs between $2,000 and $7,500, depending on complexity. It includes a comprehensive analysis covering budgeting, savings, retirement planning, Social Security and Medicare optimization, investment recommendations, tax strategies, insurance protection, and estate planning. You'll receive a tailored roadmap to structure and enhance your financial future.

The cost of a financial plan increases with complexity. Factors that require a higher fee include:

• Multiple or out-of-state properties – Managing tax implications, rental income, and estate planning for various jurisdictions
• Business ownership – Addressing succession planning, tax strategies, and integration with personal finances
• Trusts – Structuring, funding, and managing trusts for estate planning and asset protection
• Stock or option bonuses – Navigating tax-efficient strategies for equity compensation and liquidity planning

The more intricate your financial situation, the more analysis, tailored strategies, and time are required, leading to a higher plan cost.

If you choose to open new accounts with us for investment management, our fees align with industry standards.

These fees are based on a percentage of assets under management (AUM) and are competitive with other professional advisory firms.

This structure ensures our interests are aligned with yours— we succeed when your investments grow.

Specific fee details will be outlined transparently, reflecting the level of service, strategy, and ongoing management we provide.