Fiduciary, Fee-Only, Independent
I believe transparency is fundamental to a trusting relationship.
That’s why I list my fees right here.
I am never paid any sales commissions, transaction charges, or kickbacks.
COMPREHENSIVE PLANNING ONLY
Ideal for high income earners or those who prefer to self-manage investments
$2,750 - $10,000
*50% due upon signing, remainder due upon plan delivery
*Annual fee will automatically be renewed
.png)
Holistic Financial Plan (cash flow, risk, education, employer benefits, debt, estate, and more)
.png)
Custom deliverables, PDFs, documents, and evaluations
.png)
Investment & portfolio recommendations, but you’ll place trades and handle ongoing management
.png)
Fees are based on the complexity of your financial situation: Marital status, number of accounts, investable assets, annual income, real estate holdings, etc.
COMPREHENSIVE PLANNING
+
INVESTMENT MANAGEMENT
Ideal for those who want detailed and ongoing support with managing their investments
1.00%
<$1M
0.85%
$1M-$3M
0.75%
$3M+
*Based on assets under management (AUM)
*$5,000 minimum fee annually

Comprehensive and holistic financial planning

Ongoing plan monitoring & check-ins 2-3x annually

Custom portfolio construction

Tax-loss harvesting and tax-coordinated portfolios

Options for non-discretionary investment management
70%
Planning & coaching
30%
Portfolio Construction & Management
0%
Beating or timing the market
0%
Picking the top investments
0%
Earning commissions, kickbacks, or transaction charges
Not quite ready?
That’s okay! Take my Retirement Readiness Quiz — it only takes 3-4 minutes.
After you submit your answers, I’ll send you a FREE personalized video with my thoughts and guidance!
No pressure. No sales pitch. Just real guidance from a CFP® who’s helped hundreds of people get clarity about their retirement plan.
Take Quiz & Get Video