Pay only for the time you need — by the hour.
No asset management or subscription fees.
When we say hourly planners, we mean hourly. Period. Most fee-only firms collect asset management fees as their primary form of compensation for advice. From our beginning, we chose to be different. The hourly model means you get access to the same high level of service and expert financial advice whether you have a net worth of $1,000 or $100 million.
We are fee-only fiduciary financial planners which means we:
- Always act in good faith and with candor.
- Are proactive in disclosing any conflicts of interest that may impact a client.
- Do not accept any referral fees, commissions, or compensation contingent upon the purchase or sale of a financial product or any other hidden fees.
Estimate your cost
Review the levels below to assess which level best represents your situation to learn more about what is included. The pricing ranges below reflect bundling of service areas since a financial advisor needs the full picture to give the best advice. However, some individual service areas can also be provided on a stand-alone basis.
To get a firm quote, contact us for a no-obligation introductory meeting.