Every engagement starts with a conversation about your comp plan, not a one-size fee schedule. Here's the general shape of it.
A full financial plan built around your income, taxes, and goals. No ongoing commitment, and no investment management. Built for someone who needs clarity and a direction, not a standing relationship yet.
Ongoing financial planning with no investment management. For reps who want a planner in their corner year-round but prefer to keep managing their own investment accounts.
Planning and investment management under one roof. The planning fee runs half the standalone advice-only rate; the advisory fee on assets managed steps down as your balance grows.
Exact advisory fees depend on how much you're bringing to manage and get walked through on a call, not published as a flat rate. Most clients start with the one-time plan or advice-only engagement and move into wealth management once it makes sense to consolidate assets. If you're not sure which of these fits, that's a fine reason to book a call.
Book a call and we'll figure it out together, based on your actual situation.