top of page

Hearth Tier

Designed for families or those with more complex needs.
$300 initial planning fee
$200 / month

+0.35% AUM

Hearth Tier

 The Hearth Planning tier is designed to include complex planning topics such as estate planning, tax planning, and business planning in addition to everything included in the Spark Tier.
Life planning
   College savings
   Risk management
   Debt management
   Cash flow planning
   Retirement strategy
   Investment management
   Employee benefit optimization
   Tax-advantaged investing
   Tax planning
   Estate planning
   Equity compensation planning
   Salary review & recommendations
‍   Business Planning

bottom of page