COMPREHENSIVE PRICING TO
MATCH YOUR HOLISTIC FINANCIAL GOALS 

We believe transparency and trust are at the heart of any healthy relationship. 

That's why we've clearly outlined how our subscription works here

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Onboarding Fee: $1,800-$5,000

Most onboarding costs are around $2,000, depending on complexity. This fee is charged upon engagement.

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Annual Retainer: Starting at $333/Month

Most clients' annual subscription is based on 0.5-1.0% of gross household income plus 0.0-0.5% of net worth. The complexity of the situation determines the specific percentages.

In some cases, when assets and income do not adequately reflect the required work, we will work together to establish an appropriate subscription. We always notify you in advance of any changes in cost.

 

Reasoning Behind Our Fees

Our goal is to have a cost that is fair for both parties. We believe investing a small portion of your income and assets each year for tailored advice designed to enhance the management of the remainder is worthwhile. This approach benefits High Earner, Not Rich Yet (HENRY), as well as our legacy clients who possess substantial net worth but lower incomes.

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What will your fee be?

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Our dedication to straightforward pricing extends beyond just outlining how our costs function.

Completing the form below will provide you with an estimate customized to your specific situation.