Fee Calculators

Use the calculator that aligns with the service you are most interested in

Investment Management & Financial Planning

(Most Popular)

Estimate Your Monthly AUM & Financial Planning Fees

This is not a quote nor an agreement. This is to give you a rough idea of what to expect. Actual fees are determined in your Contract Agreement.

AUM Fee (Monthly) $0.00
Financial Planning Fee (Monthly) $34.99
Total Monthly $34.99
One-Time Upfront Setup Fee ($50 Per Account) $0.00
How we calculate your AUM fee
First $20,000 → 2.000% / year
$20,001 – $50,000 → 1.100% / year
$50,001 – $100,000 → 1.000% / year
$100,001 – $125,000 → 0.900% / year
$125,001 – $250,000 → 0.800% / year
$250,001 – $500,000 → 0.700% / year
$500,001 – $1,000,000 → 0.600% / year
$1,000,001 – $5,000,000 → 0.400% / year
$5,000,001+ → 0.300% / year
AUM fees are computed marginally by tier and then divided by 12 for the monthly amount.

Financial Planning Only Fees

(No Investment Management Included)

Estimate Your Financial Planning Only Fees

This is not a quote nor an agreement. This is to give you a rough idea of what to expect. Actual fees are determined in your Contract Agreement.

One-Time Planning Fee $0.00
On-going Financial Coaching & Planning Support (Monthly) $0.00
Financial Planning Fee Structure
Targeted Financial Plan → $399 (One-Time)
Financial Plan Review → $599 (One-Time)
Basic Financial Plan → $899 (One-Time)
Comprehensive Financial Plan → $1,399 (One-Time)
On-going Coaching & Planning Support → $39.99 / month (Optional)

Hourly Fees

(No Investment Management Included)

Estimate Your Hourly Fees

This is only an estimate based on $150 per hour. Actual billed time may differ depending on your needs.

Hourly Rate $150.00
Estimated Hours 0
Estimated Total $0.00
Hourly Planning Fee Structure
Hourly Planning or Consulting → $150 / hour