Your best interests are not only at the center of our financial planning, they’re also at the core of how we run our business. That’s why we offer a variety of ways to pay for our services, including:
      • Financial advice based on an hourly fee
      • Commission-based investments
      • Investment management for a percentage of assets
Current hourly rates for financial advice are:
      • CERTIFIED FINANCIAL PLANNER™ professional - $150 per hour
      • Registered ParaplannerSM - $75 per hour
      • Administrative support - $50 per hour
There is a fee of $500 for new clients, which includes an initial meeting of up to two hours and may be applied to the cost of a comprehensive plan.

Comprehensive plans are not right for every client. For some clients, a portion of a plan with a greater focus on investments may be a better choice. For those who do receive a comprehensive plan, the cost typically ranges from $1,500 to $2,000 and depends on the complexity and scope of work.

All fees are agreed upon prior to beginning any work and reflected in a signed advisory agreement.