Fees and Services

We provide all of our services on an independent, fee-only (non commission) basis, and serve as a fiduciary for you. This means that we put your needs ahead of ours. The way we believe it should be.

We get compensated in one of four ways depending  on your needs: either a one time fee for delivery of a financial plan, a monthly financial planning fee, an hourly planning fee,  or a percentage of the assets that we manage which can be seen on your statements each quarter. We don’t receive 12b-1 fees, we don’t receive commissions and we don’t sell insurance (but we can help you obtain it). This makes us different than most advisors you will meet with. We like being different.