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Know Exactly What
You're Paying

Most advisors won't tell
you their full fee.

We believe you deserve
complete transparency.
No commissions, no hidden
costs, no surprises.

100%

Fee-Only
(No Commissions)

$0

Setup or
Termination Fees

1.13%

Maximum
All-In Fee *

$60K

Annual Fee
Cap

What's Included

Many clients come to us paying
similar fees elsewhere and only
getting investment management.

Our team provides comprehensive
planning and so much more:

  • Tax minimization strategy
  • Retirement income planning
  • Investment management
  • Social Security optimization
  • Estate & legacy coordination
  • Ongoing access & guidance
See the full details
of what we offer

Calculate Your Fee

Drag the slider to see
your estimated annual cost

$750K $5M $10M $15M

Your Assets

$1,000,000

Annual Fee

$10,100

Planning: $3,600 + AUM: $6,500

Effective Rate

1.01%

All-in annual cost

That's approximately $842 per month for comprehensive retirement planning and investment management.

Ready to See What
Transparent Planning
Looks Like?

Schedule a no-obligation
discovery call.

We'll discuss your situation
and whether we're the right fit,
no pressure, no sales pitch.

Get Your Tax-Focused Review

Best for pre-retirees and retirees
with $750K+ in investable assets

Have questions?

See our FAQ