Pricing
Four levels of support, priced as flat programs rather than a percentage of your assets. You know the cost before you start.
Most advisory relationships price on assets under management, which quietly ties the fee to the size of your portfolio rather than the work involved. We price the work. Each tier is a flat program fee for a defined set of deliverables, so you can weigh what you are paying against what you receive.
Where you start depends on how complicated your year looks, not on how much you have. A single professional wanting a clear plan and a second opinion belongs somewhere different from a family holding equity compensation, a rental property and accounts in two countries. Every tier includes the Concierge Membership, and you can move up a tier at any point.
Clarity & foundation
$500
For individuals and busy working professionals who want clarity and a base strategy for tax savings, asset allocation, retirement or college funding.
One comprehensive two-hour strategy session with a structural review
Managing complexity
$1,950
For individuals and families with equity compensation (RSU, RSA, ISO, NSO, ESPP), rental property or a side business.
Three strategy sessions across the year, six hours in total, with a structural review
Execution support
$2,450
For busy professionals and business owners who want the plan carried out, not just written.
Done-for-you tactical implementation
Two-year partnership
$3,950
For committed builders who want long-term strategy and someone alongside them for the whole arc.
Everything in Platinum, with two years of structural alignment
Program fees are flat and quoted before any work begins. They cover strategy, analysis and planning. They are not investment management fees, and we do not take a percentage of your assets or a commission on any product.
Pricing
Included in every tier. Whichever level you choose, you get the ongoing side of the relationship, not just the sessions.
On-demand material that makes complex wealth and tax concepts usable rather than abstract.
Access to a vetted group of peers facing the same decisions.
An open line to active CPAs and asset strategists.
Timely alerts and guides when tax law shifts under your plan.
That is what the complimentary session is for. Bring your situation, and we will tell you which tier is right, including when the answer is the smallest one.
See available timesEssential, Elite and Platinum are flat program fees for the deliverables listed. Titanium is a two-year partnership. None of them bills as a percentage of your assets, and none renews without you agreeing to it.
No. We do strategy, analysis and planning, and your accounts stay where they are, whether that is Fidelity, Schwab, Vanguard, Morgan Stanley or your employer's plan. Our work is designed to sit alongside your existing advisor and your CPA rather than replace them.
No. Tax preparation reports what already happened; our work shapes what happens next. We coordinate closely with your CPA, and we can introduce one who understands equity compensation if you do not have that today.
Elite is the tier built for that situation. Once RSUs, options, a rental or a side business are in the picture, one session a year is rarely enough, because the decisions arrive on a vesting calendar rather than in April.
Yes. People often begin at Essential, then move up when a liquidity event, an IPO or a new grant makes the year more complicated. You pay the difference rather than starting over.
Fifteen minutes by video, at no cost, to understand your situation and tell you plainly which tier fits and what it would cover. If we are not the right fit, we will say so and point you somewhere better.
Start with a complimentary 15-minute strategy session. We will look at your portfolio, your tax picture and your goals, and tell you plainly what we would do next.
