SERVICES & FEES
Broad Based Planning Fees
This fee ultimately depends on the level of complexity of your unique financial situation and needs. Our cost varies, but in the least- complex situations, the initial year fee may be $2,000, with subsequent years at $1,000. As to more complex situations, the initial fee may be $3,500 with subsequent years at $2,000 - $4,500.
Modular Project Based Fees
For less complicated projects that are limited in scope, the fees are likely to be between $500 and $2,000.
You may retain professional guidance on an hourly basis at a rate of $195 per hour with a minimum of two (2) hours.