We Believe in 100% Transparent Pricing

We deliver financial advice in a unique way, with no hidden fees, commissions or additional costs.  We passionately believe that this pricing model is the only way to provide truly conflict-free advice.

Initial Cost

We charge a one-time start up cost that covers the initial work involved with gathering your data and starting the relationship.  This cost averages around $450 and depends on the complexity of your financial situation.

Monthly Subscription

Based on your financial complexity and household income, we charge a flat monthly subscription cost.  We work hard to keep this number as low as possible.  Right now, our average monthly subscription is around $150.

We're different.  And the savings are real.

Traditional Financial Advisors make their money in a combination of ways, but primarily by taking a percentage of your assets that they manage. This, combined with investment expense ratio fees, really add up.  See for yourself!

This calculator shows the large opportunity cost that fees have on your investments. Begin by entering in an estimated size of your current investment portfolios. Then enter in an estimated amount for how much you contribute to your investment portfolios on a yearly basis, and the number of years until you plan to retire. Finally, enter in an assumed annualized return rate for your investments, and your current investment fee. An investment fee is the percentage fee that you pay on your investments to an advisor and to the investment company.

After our free initial consultation, you will know the up-front cost and monthly subscription amount.  There is no sales pressure or obligation.  The decision is yours if you would like to work with us and we would love to show you the difference we can make in your life.