Pricing

No investment minimums.

No commissions or products.

No hidden fees or annual contracts.


Financial Planning Services

Wealth Builder

$750 planning fee

$275/ month

Includes tax preparation

Designed for:

Young professionals

New investors

First-time home buyers

Wealth Management

$1,500+ planning fee

$375+/ month

Includes tax preparation

Designed for:

Equity compensation

Self-employed

Real estate investors

Hourly Planning

$250/ hour

Billed in 0.5 hour increments

Designed for:

Limited-scope Engagements

DIYers

As-Needed Advice


Accounting Services

Bookkeeping

$200+/ month

Payroll

$200+/ month

Business Formation

$250/ hour


Investment Advisory Services

0.50% AUM Fee

Includes:

Low-Cost ETFs

Tax-Loss Harvesting

Goal-Based Allocations

Fee Examples:

InvestmentsMonthly FeeAnnual Fee
$10,000$4*$50*
$1,000,000$417*$5,000*
*Excludes Betterment platform fee of 0.14%

Tax Preparation Services

Starting at:

$300 for Singles

$400 for Couples

$500 for Small Businesses, Trusts, & Estates

Additional Fees:

$100Additional State return
$100FinCEN 114 (FBAR)
$200per Schedule C, E, or H
$250/ hourSchedule D Reconciliation
$250/ hourIRS Representation
$250/ hourBusiness Tax Returns
$250/ hourMarried Filing Separately
$250/ hourTax Planning

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