100% Fee-Only Wealth Management

We created our fee structure to be transparent, all-inclusive, and competitive. Our fees are markedly lower than brokerage firms and traditional financial institutions, and unlike many independent firms, our fee includes all ongoing, comprehensive financial planning and investment management services.    

With our fee-only model and fiduciary duty, we don't sell products or accept any commissions or kickbacks. Our clients are our only source of revenue, and our fee is based solely on the value of your assets under our management. When it comes to our partnership with you, our success is measured exclusively by yours.

Deep to our core, we believe this is not only the best way — it’s the right way. And, for us, it’s the only way.   

Supplemental Fee for Investable Assets Below $1,000,000

We focus on providing ongoing, comprehensive wealth management. To maintain our high level of service and value, we are best suited to serve people with at least $1,000,000 in investable assets under our management.

Prospective clients with fewer than $1,000,000 in investable assets may still work with our team by:

• Surpassing an annual household income of $150,000 (single) or $250,000 (joint/married); and
• Paying a supplemental fee of $250 per month

Supplemental Fee for Held Away Accounts

We believe in a truly comprehensive approach to wealth management that considers the full picture of your financial life. That's why — unlike many financial planning firms — we've always managed our clients' held away accounts like 401(k)s, 403(b)s, 457s, and TSPs.

We use a third-party platform to effectively and efficiently manage and trade within these accounts. For the use of this secure platform, managed assets in these accounts may be charged a supplemental annual fee of 0.25%.