Our Pricing & Fees

Planning Packages

	Legacy Package	Planning Package	Subscription
Planning Software Access	✔	✔	✔
Financial Guidance	✔	✔	✔
Full Financial Plan	✔	✔
Ongoing Advice	✔	✔
Tax Planning Included	✔	✔
Will Included	✔	✔
Revocable Trust Included	✔

We offer a 17.76% Discount For United States Veterans

Annual Advisory Fees

AUM	Annual Fee	Advice Included	Tax Prep Included	Will Included	Revocable Trust Included
$0 - $250k	1%	✔
$250K - $500K	1%	✔	✔
$500K - $700K	0.80%	✔	✔
$700K - $1M	0.80%	✔	✔	✔
$1M+	0.60%	✔	✔	✔	✔

Our fee schedule is based off of blended tiers. The FIRST $500K is 1%, the NEXT $500K is 0.80%, and anything over $1M is 0.60%. The fees are annual, paid out monthly, in arrears.

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