Our Fee Structure

The initial financial planning fee typically ranges from $1,500 - $3,500 determined by complexity. This fee is paid within the first year of working together.

Very complex financial plans, typically related to business ownership succession or estate planning, may range from $5,000 - $20,000. This fee is paid within the first year of working together.

For ongoing years, if investable assets we advise on are over $250,000, the planning fee is included in the investment management fee.

For ongoing years, if investable assets we advise on are below $250,000, the planning fee is typically between $100 - $500 per month (in addition to any investment management fee).