Our pricing is fair, flexible, and transparent.
We make it easy for anyone—regardless of age or assets—to work with a CFP® professional.
A free 15-minute call — no cost, no obligation, no sales pitch.
Ways to Start
Where most people start — one-time, no-commitment ways to work with us.
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Stop guessing—start knowing if you’re on track for retirement.
Price: A one-time fee of $590 due upon engagement.
Get details here.
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A deep-dive review of your current portfolio and tax strategy to find "leaks" your current advisor might be missing.
Price: A one-time service fee of $295 is due upon engagement.
Should you choose to become a client within 30 days of receiving our recommendations, we’ll apply a $295 credit to the solution you select.
Note this credit only applies to our financial planning and tax preparation services.
Get details here.
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Receive expert guidance to address a specific financial challenge.
Price: We charge an hourly rate of $295 (no minimum time requirements apply).
Get details here:
Build & Preserve Wealth
We offer three solutions to fit your individual needs.
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Automate your investment decisions with human support.
Price: The annual fee is 0.75% of your total account balance, with a $1,000 minimum investment.
Get details here.
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Delegate your investment decisions to a team of experts.
Price: Annual service fees—which are all-inclusive and cover a wide range of costs spanning third-party strategists, custodians, record-keeping tasks, trading costs, and strategy and administrative fees—max out at 1.25% of your total account value. The minimum investment threshold is $10,000.
Get details here.
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Buy and sell your investments with financial advisor oversight.
Price: Most trades are only $9, and a $5,000 minimum investment is required to open an account.
Get details here.
Membership
Year-round planning and advice in one annual membership.
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Best suited for individuals and couples, including do-it-yourselfers seeking investment advice and ongoing access to a CFP® professional
Price: $895/year. FREE for clients with at least $250k in a discretionary fiduciary investment management account.
Get details here.
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Ideal for individuals and couples nearing retirement (typically aged 50+) who are seeking guidance with respect to retirement readiness and help maintaining their financial goals
Price: $2,495/year. FREE for clients with at least $1 million in a discretionary fiduciary investment management account.
Get details here.
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For individuals and couples who have comprehensive needs and want the best of all Vision Retirement has to offer
Price: $3,995/year. FREE for clients with at least $2 million in a discretionary fiduciary investment management account.
Get details here.
Financial Planning
A one-time plan covering your entire financial life.
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Better prepare so you can enjoy the lifestyle you envision.
Price: Financial planning is a one-time fee, starting at a $2,500 minimum.
The fee is calculated at 0.10% of your net worth — so a net worth of $3 million, for example, works out to a $3,000 fee. If 0.10% of your net worth comes to less than $2,500, the $2,500 minimum applies.
You pay it once. And whenever a major life change calls for an updated plan, you'll receive 25% off the update.Get details here.
Tax Preparation
Tax filing and planning through our sister company, Advisor Tax Prep.
The $599 fee covers your individual federal and state tax returns, including your Form 1040 and Schedules A and B.
Clients of our sister company, Vision Retirement, pay a discounted $450.
Anything beyond these services may carry an additional charge, and payment is due when you engage us.
Get details here↗.
Note: you’ll be directed to our sister site, Advisor Tax Prep.
Work with a CFP® professional — regardless of age or assets.
Many firms won't take you on unless you bring a large portfolio. We're built differently. You can start working with a CFP® professional at any age and any asset level — through a one-time assessment, hourly consulting, or an annual membership. None of those require a minimum.
The investment-management solutions above — Automated Investing, Fiduciary Investment Management, and Self-Directed — do carry account minimums. But you never have to meet one of those to get real guidance from a CFP® professional.
