We do not receive commissions, brokerage fees or incentive fees to promote one investment over another. Thus, our goals coincide with our clients’ financial objectives: namely to help you plan for your financial future and make your assets grow. In other words, our interests are aligned with yours.
No conflicts of interest
Hourly Fee Model Saves You Money
The average cost for a financial plan, according to a study from the Financial Planning Association, is $2,400. This one-size fits all approach is not how we do things. Using our hourly fee model, we will only charge you for the time used, which saves you money and time.
Access your plan
All of our customers get access to their financial and retirement plan through WealthTrace, which allows you to view your plan and all of your investment information in one location. Run your own what-if scenarios, track your investments, view performance and historical data for your investments. You will be empowered with access to your plan.
Hourly Fees: $500 Setup Fee Plus $285 Per Hour*
Our hourly model is great for those who want financial planning help and will only need occasional help after this. After our first meeting you can schedule meetings by the hour and you will only be charged our hourly rate.
*We do not waste your time or try to boost our hours. We work very efficiently and therefore the typical plan only requires our meeting to be between 1.5 and 2.5 hours.
Please note that in order to meet with us for a brief meeting (hourly charge) where you have a one-off question, such as a question about a real estate transaction, you must already be a client that we developed a plan for.
Our average plan time and cost breaks down as follows:
1) Setup Fee: $500. This fee is reduced by 50% for those with investment assets under $100,000.
2) Sit Down Time with Client: 2 Hours
3) Review, Double-Check Plan, and Write Up Summary: 1.5 Hours
Average Cost Of Typical Plan: $1,600**
Minimum Cost For Developing Your Plan: $1,500
**Costs can vary depending on the complexity of the plan. This is the cost of a typical plan.
After the first year clients are charged $325 annually, which gives them the following benefits:
1) Unlimited software support when you use the planning software.
2) Access to our planning services.
3) Updates on financial markets, legal changes that might impact you, and our predictions about the economy.