Our Fees

We are never paid any commissions, sales fees, transaction charges, kickbacks,
or any other forms of compensation for the duration of our relationship.

Ongoing Planning

The fee structure encompasses asset management and comprehensive financial planning. The financial planning accounts for 90%+ of what we do. More value. Better results.

The progressive formula below displays the fee structure for each of our ONGOING relationships:

Total AUM
Annual Fee
First $500,000
$500,000 - $1,000,000
$1,000,000 - $5,000,000
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One Time Financial Review

Best for DIY investors that need their ideas solidified

  • Detailed tax evaluation with potential adjustments
  • Complete Financial Plan (cash flow, risk, education, employer benefits, debt, estate, and more)
  • Investment & portfolio recommendations
  • All action items needed to implement plan
  • Three-month access to RightCapital software
  • Custom deliverables, PDFs, documents, and evaluations
*$2,250 due upon signing, $2,000 due after plan delivery*
*Click link below to see process*
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Fees, How We Earn Them

We believe that planning and investment management go hand in hand, and that you can’t truly act as a fiduciary without managing both.


Coaching you to continue working the plan through all cycles of the economy, and all market fads


Quantifying your goals, developing a lifetime plan, coordinating funding of the plan with a lifetime portfolio


Analyzing or interpreting the economy and current events


Timing the market or calling tops and bottoms


Identifying the top investments

Before you think this is too much… ask your current advisor what they charge :)

Get on the right path

To understand your vision, what is most important to you, and what you are looking for from an advisor, we start with a free intro call. I will also explain the services provided and how the ongoing relationship works.

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Our services are best for:
  • People in the second half of life, age 50+
  • Diligent savers that want to fine tune
  • Retirees who don’t want to descend Everest alone

Start Here

A quick look at the 'getting started' process of financial planning




Worry-free Intro Meeting

This call is imperative for me to understand YOU and if we are a good fit. You will have a great understanding of what I do and how I can achieve your goals.



Data Gathering

After deciding to move forward, we will have a 60-90 minute phone call diving deeper, accumulating documents, and filling in your plan’s custom information.



Plan Delivery

In this meeting, I will deliver your custom plan and all recommendations that will most likely achieve your goals and your vision.




We will start to implement all recommendations and organize your financial life according to your plan (ongoing support included in service)

Rinse & Repeat

Once implementation is complete, we begin our annual service & progress updates

Start Your Process