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.
$500,000+
Net Worth
Perfect for those with growing financial assets, requiring advanced planning and optimization.
$1,750
Quarterly Fee
$1 Million +
Net Worth
Designed for
high net-worth individuals needing comprehensive financial management.
$2,500
Quarterly Fee
$5 Million+
Net Worth
For those with significant assets, who are seeking bespoke solutions and dedicated attention.
$5,000
Quarterly Fee
$10 Million+
Net Worth
Quarterly investment negotiable based
on the complexity
of your financial picture.
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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