Most advisors charge 1–2% of assets. On a $1M portfolio, that's $10,000/year!
Our fee on this portfolio is 75%+ less, with no penalty for growing your wealth.
Same value, any asset size:
We keep tax fees lower, too. Keep in mind, fees may need to be adjusted to account for scope creep on unforeseen situations.
For comparison, most tax professionals will charge $150-250/hr. We charge $75/hr.
Other tax services we offer:
*Financial planning isn’t one-size-fits-all — and for good reason. So, pricing it is a bit more complicated. Why?
Complexity can range from a single-income household with no dependents to a multi-state business owner navigating charitable planning, asset protection, legacy goals, and multiple rental properties.
That’s why we take the time to understand your full financial picture before discussing any fees or entering into an agreement.
