Pricing & Packages
Transparent fees. No commissions. Ever.
We charge the same way surgeons charge — for the work, not for the tools we recommend. Below is the entire fee schedule. There is no second page.
Essential
Starter Advisory
$250/hour
Pay-as-you-go financial coaching for clients with focused questions.
- 60-minute strategy session
- Written action plan
- Email follow-up for 30 days
- Single-issue scope (loan, policy, etc.)
- No ongoing management
Professional
Wealth Builder
0.75%/year AUM
For investable assets $250K–$2M. Our most popular relationship.
- Discretionary portfolio management
- Quarterly reviews + rebalancing
- Tax-loss harvesting
- Annual insurance & estate audit
- Dedicated advisor + associate
- 24/7 concierge access
Private Client
Family Office
0.50%/year AUM
For investable assets $2M+. Concierge family-office service.
- Everything in Wealth Builder
- Direct indexing & private access
- Coordinated tax preparation
- Estate counsel coordination
- Family-meeting facilitation
- Next-generation financial education