Fee Options

Option 1: Collaborative Financial Planning (Ongoing)

Time commitment: 4–6 in-depth initial meetings + ongoing support

  • Single: Starting at $3,000/year + tax

  • Couples/Families: Starting at $5,000/year + tax

  • Business Owners/Corporations: Starting at $7,500/year + tax

Annual option: 50% upfront, 50% at plan delivery. Monthly payment option available (12-month minimum).

Option 2: Quick Start Plan

Ideal for new business owners or early-career professionals. Time commitment: 2–3 meetings

Fee: $2,000 + tax

Option 3: Modular / Project-Based Planning

Custom work based on a specific need. Starting at $3,000 + tax (Quotes provided per project)

How You Can Reduce or Eliminate Your Planning Fee

You can offset your planning fee by implementing insurance strategies or by retaining our firm for investment management.

Insurance Products (Life, Disability, Critical Illness, Individual Health, Group Benefits):

100% of the base commission received is applied directly against your planning fee.

Investment Management:

100% of advisor-received compensation reduces your planning fee.
*Any household assets (corporation, spouse, children, parents) that we manage can be combined to lower your advisory rate.

Advisory Fee Schedule

  • 1.25% on $0–$500,000

  • 0.97% on $500,000–$1,000,000

  • 0.79% on $1,000,001–$2,500,000

  • 0.65% on $2,500,001–$5,000,000

  • 0.50% on $5,000,000+

Example: A $1.6M portfolio is charged at 0.79% on the entire balance.

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