Skip to Content

Package & Pricing

Full transparency. Your choice.
One-Time Support Investment Management Only Planning Essentials Platinum Planning
Minimum Annual Planning Fee
Individuals $600 ✗ $3,600 $4,800
Couples $600 ✗ $4,500 $6,000
AUM Fee Structure (Calculator Below)
$0 - $1 Million 1.00%
$1 Million - $3 Million 0.75%
$3 Million - $5 Million 0.50%
$5 Million+ 0.25%
Asset Management Included in Planning Fee
Individuals ✗ ✗ First $300k First $400k
Couples ✗ ✗ First $400k First $500k
Financial Strategy Included
Financial Strategy Based on Engagement ✔ Updated Annually ✔ Updated Annually ✔ Updated Annually
Typical # of Planning Meetings 2 1 5 Unlimited
Planning Complexity 2 Hours of Planning Values & Goals Assessment Comprehensive Comprehensive
Planning Features
Cash Flow and Debt Management ✔ ✗ ✔ ✔
Retirement Planning ✔ ✗ ✔ ✔
Investment Planning ✔ ✔ ✔ ✔
Education Funding ✔ ✗ ✔ ✔
Employee Benefits ✔ ✗ ✔ ✔
Insurance Needs ✔ ✗ ✔ ✔
Tax Considerations ✔ ✗ ✔ ✔
Estate Planning ✔ ✗ ✔ ✔
Specialty Needs (Family Planning, Philanthropic, Rental Property, Self Employment Income, etc.) ✔ (Additional Fees May Apply) ✗ ✔ (Additional Fees May Apply) ✔ (Additional Fees May Apply)
Client Portal Access
Investments / Portfolio ✗ ✔ ✔ ✔
Account Aggregation ✗ ✔ ✔ ✔
Financial Snapshot w/ Goal Tracking ✗ ✗ ✔ ✔
Other Advanced Financial Planning Features ✗ ✗ ✔ ✔
Portfolio Management
In-Depth Advisor Review ✗ ✔ 2x / Year ✔ 2x / Year ✔ 4x / Year
Align Investments with Values ✗ ✔ ✔ ✔
Strategic Asset Allocation ✗ ✔ ✔ ✔
401k Active Management ✗ ✔ ✔ ✔
Other Services
Extended Meeting Hours ✗ ✔ ✔ ✔✔
Priority Response ✗ ✔ ✔ ✔✔
Estate Planning Services (Will & Trust) + Discounted Rate + Discounted Rate ✔ Standard Will Included
+ Discount on Trust
+ Attorney Support Additional		 ✔ Standard Will Included
+ Discount on Trust
+ Attorney Support Additional

Platinum Planning

Minimum Annual Planning Fee
$4800 (Individuals)
$6000 (Couples)

  1. Asset Management Included:
    $400k (Individuals)
    $500k (Couples)
    (Full AUM Table Below)
  2. Financial Strategy Updated Annually
  3. Customized Comprehensive Holistic Plan
  4. Client Portal Access:
    Investments/Portfolio
    Account Aggregation
    Financial Snapshot
    Advanced Features
  5. Portfolio:
    Advisor Review (4x/Year)
    Align Investments w/ Values
    Strategic Asset Allocation
    401k Active Management
  6. Standard Will Included
    (Trust or Extra Attorney Support Additional)
  7. Personal Budget and Finance Tool
  8. Extended Meeting Hours
  9. Priority Response

Designed primarily for households with more advanced planning needs and assets over $500k, this transformative series of guided meetings is designed to progressively build your comprehensive financial plan over 6 months.

Planning Essentials 

Minimum Annual Planning Fee
$3600 (Singles)
$4500 (Couples)

  1. Asset Management Included:
    $300k (Individuals)
    $400k (Couples)
    (Full AUM Table Below)
  2. Financial Strategy Updated Annually
  3. Customized Financial Plan
  4. Client Portal Access:
    Investments/Portfolio
    Account Aggregation
    Financial Snapshot
    Advanced Features
  5. Portfolio:
    Advisor Review (2x/Year)
    Align Investments w/ Values
    Strategic Asset Allocation
    401k Active Management
  6. Standard Will Included
    (Trust or Extra Attorney Support Additional)
  7. Personal Budget and Finance Tool
  8. Extended Meeting Hours
  9. Priority Response

  Designed for novice investors with a household income under $150k, this 8 to 12-week engagement offers a personalized financial plan for achieving financial milestones. This series of 5 guided meetings is generally suited for couples with less than $400k of investments and results in a holistic financial plan that covers the most critical elements to achieve financial success.

Investment Management Only

See AUM Fee Table Below

  1. Client Portal Access:
    Investments/Portfolio
    Account Aggregation
  2. Portfolio:
    Advisor Review (2x/Year)
    Align Investments w/ Values
    Strategic Asset Allocation
    401k Active Management
  3. Discounts on Will and Trust Services

Designed for those who only want us to manage their investments. This does include any planning services. Although there are no minimum requirements, we generally recommend you have at least $500k of assets under management.

One-Time Support 

Minimum Annual Planning Fee
$600

  • Financial Strategy Based on Engagement
  • 2 Hours of Planning Included
  • Discounts on Will and Trust Services

Includes a 30-minute intro session and a 90-minute financial overview that delivers actionable next steps, tailored to your goals. This session secures your financial foundation with a focus on enhancing your financial health. This is not a comprehensive review and will not result in an extensive plan.

AUM Fee Table

  1. $0 - $1 Million
    1% AUM Fee
  2. $1 Million - $3 Million
    0.75% AUM Fee
  3. $3 Million - $5 Million
    0.5% AUM Fee
  4. $5 Million +
    0.25% AUM Fee 

Assets Under Management (AUM) Pricing

Calculator and Examples

Calculator


AUM Calculator







Example 1

Couple with $275,000 AUM selects 
Planning Essentials.

Annual Planning Fee = $4500

AUM Fee
$0 - 275k ($0 / Included)


$4500 Planning Fee
+ $0 AUM Fee

= $4500 Total Annual Estimate

Example 2

Couple with $1.25 Million AUM selects Platinum Planning.

Annual Planning Fee = $6000

AUM Fee
0 - 500k ($0 / Included)
500k - 1M (1% * 500K = $5000)
1M - 1.25M = (.75% * 250k = $1875)

$6000 Planning Fee
+ $6875 AUM Fee

= $12,875 Total Annual Estimate

Example 3

Individual with 1.75 Million AUM selects Investment Management.

Annual Planning Fee = N/A 

AUM Fee
0 - 1M (1% * 1M = $10000)
1M - 1.75M = (.75% * $750K = $5625)


$0 Planning Fee
+ $15,625 AUM Fee

= $15,625 Total Annual Estimate

Disclaimer: The pricing table, calculator, and examples should be considered an estimate until a signed agreement is in place.

Book a FREE Intro Call

Learn More About Who We Serve