What you Pay Matters

We are fee-based financial planners. That means we are compensated differently depending on the situation. All costs are explained up-front, and you have some choice in how you compensate us for our time and recommendations. There are no unexplained or unexpected fees.

  • For our managed investment portfolios, we earn a small tiered annual
    percentage from the assets under management.
  • For smaller accounts (typically under $50,000) and insurance related
    services, instead we earn commissions that are built into the cost of
    those plans.
  • You may also engage us on a subscription model and pay a monthly or
    annual advisory fee.

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