Transparent No-Surprises Flat-Fee Pricing

Flat-fee is based on your total net worth, not including your primary residence.

There are NO hidden fees, extra charges, upsells, or additional costs.

$200,000+

Net Worth

Ideal for individuals beginning their wealth journey, seeking foundational advice and strategies.

$1,000

Quarterly Fee

$500,000+

Net Worth

Ideal for individuals beginning their wealth journey, seeking foundational advice and strategies.

$1,750

Quarterly Fee

$1 Million +

Net Worth

Ideal for individuals beginning their wealth journey, seeking foundational advice and strategies.

$2,500

Quarterly Fee

$5 Million+

Net Worth

Ideal for individuals beginning their wealth journey, seeking foundational advice and strategies.

$5,000

Quarterly Fee

$10 Million+

Net Worth

Ideal for individuals beginning their wealth journey, seeking foundational advice and strategies.

Negotiable

Based on Complexity

Seek Financial Advice From Experts Committed To Putting You First

When it comes to your money you deserve the best. Somebody who has walked the walk, values education, and stays on the cutting edge of wealth building.

11,000+ Clients Helped

Experience Matters.

Certified Financial Planner (CFP®)

When you're sick you see a doctor. When you need help with finances you see a CFP®

Distinguished Adjunct Professor of Finance

With all the misinformation in the industry it's important for us to give back and train the next generation of planners

Certified Financial Therapist Level I Practitioner

Money goes beyond just the numbers. Money is emotional and building wealth starts with mindset

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(415) 9155948

3079 Harrison Blvd STE 5, South Lake Tahoe CA 96150