Pricing

Pricing is an important consideration in working with a financial advisor; however, a good advising relationship can yield a significant return on investment.

 

My fee structure is set up to match the value you will get from an advising relationship with me. The fee structure is separated into two parts: a one-time on-boarding fee and a monthly advising fee.

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On-boarding fee........$200-500 

Advising fee...............$49-149/month 

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The onboarding fee accounts for the time spent getting to know your financial situation, perform an assessment, and create an initial plan catered to your financial wellbeing.

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The monthly advising fee accounts for the ongoing relationship and advice, as well as continued monitoring of your financial health. It varies based on your financial complexity and planning needs.

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The relationship can be discontinued at anytime, but typically lasts from 6-18 months based on your planning horizon. In some cases, on going advising is recommended. ​