HOW I GET PAID

I'm a fiduciary, fee only financial advisor. I only get paid by my clients. My only purpose is to look out for my clients' overall financial well-being.

Silver - Financial Planning

Who is this for?

  • Do-it yourself investors who want a professional to review their plan.
  • Young professionals building wealth and getting out of debt. Household income typically grosses $200k or more per year with questions about retirement, budget, and college savings.
  • A financial plan usually incurs a maximum fee of $3,500.

Platinum - Private Wealth Management

You're looking for a professional to build and implement a financial plan, as well as invest your assets for the future.   For individuals with less than $500k of investable assets, we charge a $1,200 financial planning fee billed quarterly.   For individuals with $500k or more of investable assets, financial planning is included at no additional cost.

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