We're proud to be fee-only fiduciaries.
We don't take any commissions or referral fees. There are no sales incentives. And we always offer a free initial consult.
Here's what it costs:
- Comprehensive Annual Retainer Fee: $7,000-$25,000, depending on the complexity of your situation.
- One-time Financial Review: $2,000-$4,000
We always sit down with clients for a complimentary consultation and look over their finances before giving a personalized quote. All fees are recalculated annually and payable quarterly. You can cancel at any time. Our services are listed here. We only get paid from you, not from sales commissions, kickbacks, or hidden fees. We always work with your best interest at heart.
That's the short version. Here's the long version (our form ADV).
Financial peace of mind is priceless, and we work hard to make sure that we give more value than our fee. When we sit down to talk with you, we look at the numbers to confirm that hiring us is a smart financial decision. Our fiduciary duty means that we're always acting in your best interest, and we do that even before you sign up with us. We're here to save you money in the long run by making the right decisions now.