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Fees & Compensation

The fee for our services is based on the number of hours that our personnel expend to develop the plan or solve a specific financial goal. Clients are billed for our fees rather than having the fee deducted from their assets. We charge an hourly rate that varies for different personnel. We may agree with a client to charge a blended rate or a flat fee. Our minimum fee is $750. Half of the estimated fee is payable at the time of engagement, and the balance is payable when the plan is presented. Most plans take two to six weeks to complete and require the active involvement of the client. If a client does not complete the planning process, the half of the fee collected at the time of engagement is not refundable. To review and update a plan upon request, we charge the client based on our then standard hourly fees.

While our fees may be negotiated, it is unusual for us to do so. We reserve the right to change, reduce, or waive our fees in our discretion.

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