Transparent Pricing for Intentional Planning.
We work with high-earning households who want to align their money with what matters. Our pricing is simple, flat, and designed to reflect the value of ongoing partnership.
Ongoing Financial Planning & Wealth Management
Flat Fee:
📌 Starting at $6,000/year, max $12,000/year, billed quarterly
Full Financial Planning
Equity comp, tax strategy, cash flow, investments, real estate, retirement, and more.
Annual Tax Review + Ongoing Planning
We use Holistiplan + proactive strategy to avoid surprises and find smart opportunities.
Equity Compensation Strategy
AMT analysis, option exercise timing, RSU/NSO planning, QSBS treatment.
Custom Investment Advice
We manage accounts at Altruist or help you manage your own. Always tax-aware.
Life Planning + Decision Support
Big transition? Tough tradeoff? You’ll never go through it alone. We’ll help you model it and move forward.
Not sure if this is a fit? Let’s talk about where you are.
Do you offer one-time plans?
No—our best work happens through ongoing partnership. If you’re just looking for a second opinion, feel free to reach out and we can point you to good one-time options.
Do you have an asset minimum?
No. We charge flat fees so our advice stays aligned with your life—not your portfolio size.
What if I want to cancel?
You’re never locked in. We ask for 30 days’ notice so we can wrap things up thoughtfully and transition smoothly.
