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Our Fees


To help minimize potential conflicts of interest, the only compensation we receive is from our clients. We receive no commissions or referral fees. We work solely for and always in the best interests of our clients.

We provide hourly-based pricing services. We charge based on the amount of time involved to work with and for you, and we will provide a written agreement outlining the services and cost in advance. This method of compensation is very common in consulting professions, although it is uncommon in the financial advisory industry.

Our hourly rate for financial planning is $200. We have no minimum fees.

Our rates for tax preparation services are based on the type of return and the number of forms that need to be filed. Our fee includes both our services and an electronic filing fee. We offer a discounted fee to those clients that also use our financial planning services. Please contact us today for an estimate on tax preparation fees.