Plans and Pricing
for Young Professionals

Step 1

Select the financial planning package that’s right for you.
Hover over each term for more information.
You are only asked for half of the fee quoted above to begin your financial planning package. The remaining half is due upon plan completion.

Step 2

What happens once we’ve completed your plan? You are free to implement it with other advisers,
or continue to work with us. Here are your options to continue a long-term financial planning relationship.


*No asset minimum

*In-person, email, phone, and Skype access to expert CFPs

*Assets under management fee automatically deducted from your investment account to the following fee schedule:

Under $500,000: 1.25% annual fee, billed quarterly

$500,000 - $999,999: 1% annual fee, billed quarterly

$1,000,000 - $2,500,000: 0.75% annual fee, billed quarterly

Above $2.5 million: Negotiable fee, billed quarterly


*Designed for someone who's already done much of his or her own financial planning and would like a professional review. It's also tailored for someone seeking advice in only one or more specific areas.

*Access to financial advice you need, when you need it.

*Hourly planning is project work done at $300/hour (2-hour minimum), and may be done in place of the planning packages listed above.

What if we don’t do planning for you,
but you’ve simply hired us to manage assets?
We require a $125,000 account minimum.