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
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
