Personal wealth

Every dollar
gets a job.

Everything below is covered by our standard advisory fee. No à la carte planning charges, and no product commissions steering the advice.

Account types

10

Held in your name and custodied at Charles Schwab.

IRAs and Roth IRAs
SEP and SIMPLE IRAs
401(k) rollovers
Taxable accounts
Trust accounts
Estate accounts
Foundation accounts
College accounts
Limited partnership accounts
Health savings accounts

Planning and advice

11

Included in the advisory fee, not billed by the hour or the plan.

Comprehensive financial advice
Goal-based financial planning
Retirement advice
Retirement distribution strategies
Social Security maximization
College planning
Tax advice
Estate advice
Business planning
Insurance advice and placement
Financial coaching and education

What it costs

1% on the first $2 million. 0.5% above it. Cancel anytime, no penalties.

Set up a free meeting See the full fee schedule