Pricing

So you've decided that you want to achieve Findependence...

Congratuations! We love working with people with goals, who are intentional about the steps they take to achieve them. Working with us is the first step in this beautiful journey, and we are happy that you are deciding to put yourself first. Just know that you are not only investing in your goals, but you are investing in peace of mind and security. We offer transparent pricing, because we want your decision to get started to be seamless. Check out our plans below.

Spark Tier

A planning relationship designed for singles and couples

   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
‍‍

 

Annual review meetings
+ check-ins as needed

 

$300 initial planning fee
$150/month 
+0.35% AUM

Hearth Tier

Designed for families or those with more complex needs

   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

 

Annual Review Meetings
+ check-ins as needed

$300 initial planning fee
$200 month

+0.35% AUM

F.I.R.E Tier

Designed for those with over $250k in investable assets

Includes everything that we cover in Hearth, but with an emphasis on growing your net worth, establishing early Findependence, and building generational wealth.

In this tier we are more inclined to provide extra services such as tactical trading, review of private investment opportunities and use of derivative strategies.

 

Semi-annual Review Meetings
+ check-ins as needed

‍‍‍

$300 initial planning fee
$250k - $750k • 1% AUM
$750k - $2mm • 0.8% AUM
$2mm+ • 0.6% AUM

Torch Tier

Designed for those that only want investment management.

We would only manage your portfolio and would not include any financial planning services.

 

Annual Review Meetings
 

$20/month 
+0.35% AUM

Light-your-own Tier

Designed for the do-it-yourself type.

We can create a one time financial plan that covers everything in the Hearth Tier and is forward looking to include actionable items in future years.

$1000-$5000 depending on complexity

 

We have a video library that you can use as a resource to gain financial literacy.

$20/month

 

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