What the firm charges

Copied from the public fee page, which summarizes Item 5. The brochure controls if a line here ever differs.

Service	2026 fee	How it is billed
Asset management, new assets in 2026	Flat 1.00% a year	Quarterly in arrears, on quarter end value
Initial plan, planning only	Generally at least $1,500	Set in the agreement, due when the plan is delivered
Hourly planning	$300 an hour	Minimum $300. Generally not more than $12,000 for an hourly engagement
Ongoing monthly planning	$200 a month basic, to $500 to $700 a month when the work is more complex	Monthly in arrears
Account minimum	None	A written advisory agreement is required
Performance fee	None	The firm does not charge one

Clients who started before 2026 may still be on the earlier tiered schedule in the brochure. A $1,000,000 account at the 2026 flat rate is about $10,000 a year, roughly $2,500 a quarter, before fund expenses. Educational only. Not an offer.

A fit

You want a fee only fiduciary and you will read the ADV before you sign.

Not a fit

You want a commission product, a performance fee, or a guarantee.

Next

Schedule a meeting, or read Form CRS first. No account is opened on this page.