Flat Fee Financial Planning

For your personalized Wealth Plan, we charge a minimum fee of $3,600.

This fee can be paid by credit card, check, or ACH. Contact us for your own personalized quote.

Our Focus Areas:

- Net Worth Statement
- Initial Portfolio review
- Budgeting and Cash Flow Planning
- Debt Analysis and Strategies
- Employee Benefits Optimization
- Retirement and Long Term Planning
- Basic Estate Planning
- Risk Management
- Basic Tax Planning
- Bitcoin Custody
- Financial Goals and Values Setting

Separately Managed Accounts

For those that would like their portfolios under our stewardship, we offer discretionary investment management. This includes:

- Focused, fundamental oriented portfolios
- Utilizing individual stocks, ETFs, and Mutual Funds
- Advanced tax-saving strategies
- Customized exclusions available

Minimum investment: $100,000

Fee Schedule:

First $200,000 - 1.5%
$200,000-$5,000,000 - 0.5%
Above $5,000,000 - Negotiable