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Transparent Fee Structure

Client Centered

Planning Fees

  • Planning work is executed on a flat-fee basis.
  • Fees for new plans typically range from $5,000 - $25,000.
  • Planning updates are generally ½ of the initial fee. However, we define this fee based on the complexity of the update. We agree upon a fee prior to starting the work.

Investment Management Fees

Insurance Compensation

  • Our fee is currently based on the insurance company's commission structure. We are evaluating fee-only solutions and intend to move to a fee-only structure when feasible.

If you wish, we can define an annual fee for all of the work we perform for you.

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