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:
| Investments | Monthly Fee | Annual Fee |
| $10,000 | $4* | $50* |
| $1,000,000 | $417* | $5,000* |
Tax Preparation Services
Starting at:
$300 for Singles
$400 for Couples
$500 for Small Businesses, Trusts, & Estates
Additional Fees:
| $100 | Additional State return |
| $100 | FinCEN 114 (FBAR) |
| $200 | per Schedule C, E, or H |
| $250/ hour | Schedule D Reconciliation |
| $250/ hour | IRS Representation |
| $250/ hour | Business Tax Returns |
| $250/ hour | Married Filing Separately |
| $250/ hour | Tax Planning |