Work with a CFP® professional, starting at $295.
No asset minimum. No long-term contract. No hidden fees.
A free 15-minute call — no cost, no obligation, no sales pitch.
Starting price
$295
One-time, no commitment
Account minimum
$0
For 6 of our 8 services
Your advisor
1 CFP®
Dedicated to you, not a call center
Every service, every price, one view.
Click any service name for details below.
| Service | Price | Account minimum |
|---|---|---|
| Ways to start · One-time, no commitment | ||
| Discovery Call15-minute intro, no obligation | Free | None |
| Second OpinionIndependent portfolio & tax review | $295one-time | None |
| “Am I on Track?”Full retirement readiness assessment | $590one-time | None |
| Hourly ConsultingAddress a specific challenge | $295per hour, no minimum | None |
| VR Circle Membership · Ongoing advice, flat annual fee | ||
| VR Circle — AdviceOngoing CFP® access + annual reviews | $895per year | None |
| VR Circle — PlanningFor pre-retirees (50+) | $2,495per year | None |
| VR Circle — VR 360Comprehensive, everything included | $3,995per year | None |
| Investment management · We manage, you own | ||
| Automated Investing w/ GuidanceRobo portfolio + CFP® on standby | 0.75%per year of account balance | $1,000 |
| Fiduciary Investment ManagementFull-service, actively managed | Up to 1.25%per year · all-inclusive | $10,000 |
| Add-ons · Available to anyone | ||
| Income Tax PreparationVia Advisor Tax Prep · $450 for VR clients | From $599per filing | None |
30+
YEARS
Helping families navigate complex retirement decisions
FIDUCIARY
Legally required to put your interests first — throughout the relationship, not just at the point of sale.
TRANSPARENCY
Clear pricing, no hidden fees, no surprises.
PROPRIETARY PRODUCTS
No proprietary funds. No incentives to push them.
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