No investment minimums.
No commissions or sales.
No hidden fees.
Financial Planning Services
Wealth Builder
$500* upfront
$199*/ month
*Fees based on complexity
Designed for:
Young professionals
Recent grads
New investors
Wealth Management
$1,000* upfront
$349*/ month
*Fees based on complexity
Designed for:
Tech workers
Small Businesses
Rental owners
Investment Advisory Services
$0.50% AUM Fee
Includes:
Low-Cost ETFs
Tax-Loss Harvesting
Goal-Based Allocations
Fee Examples:
| Investments | Monthly Fee | Annual Fee |
| $10,000 | $4* | $50* |
| $1,000,000 | $417* | $5,000* |
Tax Preparation Services
$250 for Singles
$350 for Couples
Additional Fees:
| $100 | Schedule D Reconciliation |
| $100 | Additional State return |
| $100 | per Schedule C, E, or H |
| $100 | FinCEN 114 (FBAR) |
| $250/ hour | IRS Representation |
| $250/ hour | Business Tax Returns |
| $250/ hour | Married Filing Separately |
| $250/ hour | Tax Planning |