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Fees & ServicesWe’re Honest About What We Charge

Financial Planning Platform

As someone heading toward retirement, we’re sure you have enough questions about what’s to come. How much you’re paying for our help shouldn’t be one of them. We’re happy to outline our fees below, and we encourage you to give us a call today if you have any questions.

Our financial planning fees are fixed based on the complexity of your situation, with a minimum fee of $4,000. 

Retirement Review

Advice on proper retirement account:

  • 401k, SEP-IRA, Simple Plan IRA, Roth or Traditional IRA
  • ROTH Conversions - for tax free growth
  • Social Security Advice - when to start withdrawing
  • Medicare Health Care & Income Guidelines
    • (IRMAA how to minimize this tax impact after retirement)
  • Required Minimum Distributions
    • Strategizing these withdrawals to match tax efficiency

Investment Review

  • Aligning Risk Tolerance & Your Time Horizon
  • Review of all your investments at your employer or other financial institutions
  • Planning for intermediate goals: vacation, education, career move
  • Asset Location for tax efficiency

Insurance Review

  • Making sure you are properly insured for the unexpected
  • Auto & home review
  • Life & Disability insurance review

Cash Flow Statement

Paying Down Mortgage $ other Debts and Emergency Saving

Long Term Care Review

Examining if you have enough assets to cover long term care or if you need to consider purchasing insurance

Tax Review

Work with your tax professional to make sure you are optimizing all tax strategies for your situation

Beneficiary Review

Updating beneficiaries on all accounts to make sure they are up to date

Assets Under
Management Fees

Assets Under ManagementAnnual AUM Fee
$250,000 to $499,9991.5%
$500,000 to $999,9991%
$1,000,000 to $2,999,9990.75%
$3,000,000 to $4,999,9990.75%
$5,000,000 to $9,999,9990.50%
$10,000,000+0.25%
Personalized Financial Guidance

Personalized Financial Guidance 

I'm now offering hourly financial consulting to provide tailored advice that aligns with your specific financial goals. I'd be happy to talk through my services and your needs in a brief 15-minute discovery call. Contact me to schedule your call and learn more about my hourly rates.

Have Any Questions About Our Prices?