Fee-Only Fiduciary Financial Advisor | Transparent fees | Virtual-friendly | Retirement Planning (50+)
Comprehensive Financial Planning
Designed for individuals and families who want a clear, organized strategy for every major financial decision. As a fee only fiduciary financial advisor, we build a detailed plan that covers retirement timing, cash flow, and investment strategy. It also includes tax planning, insurance, risk management, estate planning, and long-term goals. This way, you know exactly where you stand and what steps to take next. Whether you’re planning to retire early or you’re already in retirement, our process is built to guide you.
Fees: Comprehensive financial and retirement planning is available for a flat annual fee based on the scope and complexity of your situation. Fees typically range from $2,500 to $12,000.
For clients with $1 million or more in assets under management, a separate financial planning fee may not apply, as planning services are often included as part of a long-term advisory relationship.
All pricing is transparent and agreed upon before any work begins.
Fiduciary Portfolio Management
Client assets are held at Charles Schwab. We build and manage a diversified portfolio tailored to your goals, risk tolerance, and time horizon, then continuously monitor and adjust it as markets and your life evolve. Our approach focuses on long-term performance, risk management, and tax efficiency, including ongoing rebalancing and strategic tax-loss harvesting when appropriate. For retirees and early retirees, we also coordinate your investment strategy with income planning so your portfolio supports consistent withdrawals while protecting long-term sustainability.
We operate under a transparent, tiered advisory fee structure that decreases as assets grow. In some cases, portfolio management may be provided for a flat annual fee.
Fees are clearly outlined in your advisory agreement and reflect the scope and complexity of services provided.