Transparent Flat Fees. Real Value.

No surprises. No 1% fees. Just clear pricing for sophisticated planning and service.

Individual
$8,400 per year

Couple / Joint
$9,600 per year

Still Building Your Wealth?

Start here and graduate to flat fees plus full service tax as your wealth grows.

Flat Fee Financial Planning - $4,800 flat fee

  • In-depth financial plan development and annual updates

  • Retirement income modeling, tax optimization, and risk management

  • Regular portfolio reviews and life-event guidance

  • Unlimited access to your dedicated advisor

Ultra-Low Cost Investment Management - 0.35% AUM

  • Only applies to assets we manage for you

  • It's significantly below industry averages (often 1%+), reflecting our efficient, technology-enabled approach.

  • 1% might not seem like a lot, but it is. If you have a large portfolio, that 1% industry average is usually well above our hybrid model.

One-time financial plans and hourly planning available for $2,500 and $250 / hour

See exactly how much you could save and how we can help.

Schedule Your Clarity Call