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Investing for a Better Tomorrow.


Individual, Family, and Life Planning Fee Schedule

Premier Financial Planning and Money Management - $3,500


  • Goals Exploration & Data Collection Meetings
  • Lifetime Financial Planning Projections from MoneyGuidePro®
  • Unlimited Alternate Scenario Modeling & Comparison
  • Cash Flow Analysis & Recommendations
  • Investment Analysis & Recommendations
  • Insurance Needs Analysis & Recommendation
  • Social Security Breakeven Analysis & Recommendations
  • Education Funding Analysis & Recommendations
  • Coordinate Portfolio with Estate Plan, Income Needs & Gifting Strategy
  • Managed Portfolio of Sustainable & Responsible Investments
  • Complete Implementation
  • Quarterly Investment Monitoring
  • Annual Comprehensive Financial Plan Updates & Investment Review
  • On Demand Consultation

Custom Financial Planning for Money Management  -  $2,000


  • Goals Exploration & Data Collection Meetings
  • Cash Flow Analysis & Recommendations
  • Investment Analysis & Recommendations
  • Coordinate Portfolio with Estate Plan, Income Needs & Gifting Strategy
  • Managed Portfolios of Sustainable & Responsible Investments
  • Complete Implementation
  • Quarterly Investment Monitoring
  • Annual Comprehensive Investment Review

Money Management — fee-based asset management*


  • Fixed Income:
    • Under $1,000,000 – 1.0%
    • Over $1,000,000 – .80%
  • Managed Mutual Fund Portfolios:
    • Under $1,000,000 – 1.4%
    • Over $1,000,000 – 1.0%
  • Separate Account Managers:
    • This option only available for accounts over $250,000
    • Fees vary based on manager selection

*Fees may also vary based upon account complexity or special needs.