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Learn More About

Your Investment In Us


What We Charge

For those wishing to work with us as their sole investment advisor, we offer our services at a percentage based on the amount of assets under management. In addition, we offer certain services at an hourly rate, based on the service provided.

Our All-Inclusive Asset-Based Pricing*  


Assets Under Management

Fee Percentage

$0 – $99,999

1.65% + $150 annual maintenance fee

$100,000 – $499,999

1.60%

$500,000 – $1,999,999

1.50%

$2,000,000 – $2,999,999

1.40%

$3,000,000 +

Negotiable





*This rate pays for (1) our investment advisor services (2) SEC affiliate and oversight (3) Custodial Costs at Fidelity (4) Ongoing Financial Planning for accounts over $100,000 (5) Reduced pricing on annual tax return


Hourly Rates

Tax Consulting with a CPA

$250/Hour OR $150/HOUR FOR FINANCIAL CLIENTS


Financial Planning with an Investment Advisor

$350/Hour OR FREE FOR FINANCIAL CLIENTS 

Personal Tax Return Pricing

Interested in working with our in-house CPAs and tax professionals year-round or just during tax season? We’ve broken our pricing down into transparent hourly pricing, based on whether you’re new to our firm or a current financial planning client.

Pricing by Return Type

1040+ State (Standard Deduction)

$170 or $100 for Financial Clients


1040+ State (Itemized Schedule A)

$250 or $135 for Financial Clients


1041 (Fiduciary)

$350 or $200 for Financial Clients


Additional Fees (Per Form)

Schedule C (Business Gains & Losses)

$125 or $75 for Financial Clients


Schedule D (Gains & Losses)

$75 or Free for Financial Clients


Schedule E (Per Rental Property)

$100


Schedule F (Farm)

$125


Have a Question About Our Fees?

Ask Us Anything