Pricing

Honest, Transparent, And Trustworthy

We are proud to be a FIDUCIARY and FEE-ONLY firm.

What does this mean and why does it matter?

This means we have a legal obligation to act in the best interest of our clients at all times.

This may seem obvious, but this high standard requires us to go beyond the basics to avoid and disclose ALL conflicts of interest.

This separates us from other advisors and larger institutions who may have sales incentives for the products their company sells. 

Our incentive is to provide you with excellent service, we are not incentivized to sell you products!

This means we are only paid by the client.  This is distinct from “fee-based” and other forms of compensation.

We do not receive commissions, kickbacks, referral fees, or payment of any kind from anybody other than a client.

Not all advisors are not fee-only may be able receive commissions from third parties for recommending their products to you. If you hear a product sales pitch it makes you consider: What is the incentive? Whose goals are priority here? 

Our incentive is to provide you with the best service based on YOUR goals…not ours.

Service Offerings And Fees