Service Menu
Our Service Options
Because clients have different needs, we offer multiple ways to engage, whether you’re looking for a financial planning engagement or full-service wealth management that includes investment oversight. The chart below outlines what’s included in each service model.
Tiered Service Comparison
Service Provided | Financial Planning Engagement | Full-Service Wealth Management |
|---|---|---|
Custom Financial Plan | ✓ | ✓ |
Implementation Support | ✓ | ✓ |
Withholding & Paystub Review | ✓ | ✓ |
Roth Conversion Planning | ✓ | ✓ |
Guardrails Monitoring | ✓ | ✓ |
Investment Allocation Review | ✓ | ✓ |
Beneficiary & Estate Plan Review | ✓ | ✓ |
Coordination of Withdrawal Plans | ✓ | ✓ |
Tax-Aware Distribution Strategy | ✓ | ✓ |
Retirement Readiness / Sustainability | ✓ | ✓ |
Annual Tax Letter for CPA | ✓ | |
Access to Healthcare Consultant | ✓ | |
Market & Policy Update Summaries | ✓ | |
Semiannual Formal Review | ✓ | |
Ad Hoc Strategy Support Year-Round | ✓ | |
Business Owner Tax & Planning Support | ✓ | |
Access to Professional Network | ✓ | |
Direct Investment Management | ✓ | |
Investment Risk Management | ✓ | |
Tax-Loss Harvesting & Optimization | ✓ | |
Cash Management & Asset Allocation | ✓ | |
Trading, Rebalancing & Execution | ✓ | |
Custodian Integration & Oversight | ✓ |
Pricing Overview
Financial Planning Engagement
- Base Fee: $4,000
- The actual fee may vary depending on the complexity of your situation. In some cases, the fee may be lower or higher.
- This includes a comprehensive, personalized plan and initial implementation support, covering areas such as investment allocation, tax strategy, retirement readiness, and coordination of withdrawal plans.
Full-Service Wealth Management
Assets Under Management Fee Schedule
Assets Under Management | Annualized Fee |
|---|---|
First $1,000,000 | 1.00% |
$1,000,000 to $1,666,667 | 0.75% |
Above $1,666,667 | 0.35% |
As a fee only advisor, I don’t sell products or earn commissions. My only compensation comes directly from clients, ensuring complete alignment of interests. I don’t take on relationships unless I believe the value provided through financial planning, investment guidance, and tax strategy will exceed the cost. You’ll always know exactly what you’re paying, with full transparency and no hidden fees.
