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

Holistic Financial Plan (cash flow, risk, education, employer benefits, debt, estate, and more)
Custom deliverables, PDFs, documents, and evaluations
Access to RightCapital software
Investment & portfolio recommendations, but you’ll place trades and handle ongoing management
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
How I Earn My Fees
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.

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3%
Value of an Advisor
according to Vanguard
0.15%
Avg Expense Ratio of
managed portfolio
$0
Commissions earned
on product sales
33%
Americans who have
a written financial plan