Transparent Pricing
You’re in Control of Your Financial Plan—And Your Fees.
By putting the calculator front and center, we’re giving you the power. We believe you should choose your level of support, not be "sold" a product. Use the tool below to see exactly how our fee-only structure fits your life.
Estimate your fees
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Fee Estimator
Select a service below to calculate your transparent, flat-fee investment or planning estimate.
Includes IRAs, 401ks, and brokerage accounts.
Used to calculate one-time setup fees.
Estimated Total Monthly
$34.99
AUM Management Fee
$0.00
Financial Planning Fee
$34.99
One-Time Setup (Total)
$50.00
One-Time Plan Fee
$399.00
Monthly Coaching
$0.00
Estimated Project Total