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Fee Schedule

We offer flexible payment options:

Annual Retainer:

Annual fee is based on your net worth using the schedule below. This is best suited for someone who prefers a long-term relationship for ongoing services related to their Financial Plan. Time used to prepare the Financial Plan is included in the fee. The fee can be paid monthly, quarterly, semi-annually or annually through the investments, credit card, or direct bill. 

Retainer Fee Schedule


Net WorthFee

Less than $250,000

$2,700 per year

$250,000 - $499,999

$3,300 per year

$500,000 - $749,999

$4,500 per year

$750,000 - $999,999

$6,000 per year

$1,000,000 - $1,249,999

$6,600 per year

$1,250,000 - $1,499,999

$7,800 per year

$1,500,000 - $1,749,999

$9,000 per year

$1,750,000 - $1,999,999

$10,200 per year

$2,000,000 - $2,999,999

$12,600 per year

$3,000,000 - $3,999,999

$15,000 per year

$4,000,000 - $4,999,999

$17,400 per year

$5,000,000 and above

Negotiable

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