Our Fees

Fee-Only Advisory Firm

We are a “fee-only” registered investment advisory firm. That means we are only compensated by either 1) a flat fee for financial planning services and/or 2) a percentage-based fee which is based on the amount of assets we are managing for you. We do not earn any commissions or any other compensation from outside sources. Our fees are very competitive versus most other firms which tend be well over 1% of assets.


We are upfront about our fee schedule and will provide it to you in writing before we begin our work. We do not sell insurance or investment products for a commission. We are not incentivized to provide one form or another’s products. Our financial planning and investment management advice is completely free of hidden agendas.