Financial Planning.
Investment Management.
Income Tax Preparation.
Financial Planning.
Investment Management.
Income Tax Preparation.
Everything you need. All in one place.
An all-inclusive process from your full-time fiduciary. Allow us to help you make the most of your opportunities with a thoughtful and well-designed financial plan. To keep things simple and provide extraordinary value, we include investment management, income tax preparation, and ongoing support from our team of full-time fiduciaries, including your dedicated CFP® pro.
Get organized and remain on the path to financial success. With a custom plan to accomplish your financial goals, you’ll get easy-to-follow tasks to simplify implementation and regular check-ins with reviews to monitor your progress.
Be confident in your portfolio. With investment management included, you’ll get a low-cost, tax-efficient, and globally diversified investment portfolio that’s aligned with your financial plan. Interested in ESG/SRI investing? We have solutions.
Say goodbye to tax complexity. With our in-house income tax preparation and planning included, you can be sure that you’ll get the tax strategy you need along with the tax simplicity you want.
Get answers and advice. With unlimited meeting and consultation time included, our team of full-time fiduciaries and your own dedicated CFP® pro are ready to support your continued success.
Successful singles, couples, or families who want a team of highly-qualified professionals to create and implement strategies for their financial planning, investment management, and income tax preparation will find extraordinary value in our Comprehensive Services.
Sound like you? Click a link below to learn more about how we work with clients in your situation.
We do not receive commissions for selling products to our clients. As fee-only fiduciaries, we charge a flat fee for our comprehensive financial planning services, including income tax return preparation and investment management for up to $1,000,000.
In cases where a client requests that we manage their investment portfolio in excess of $1,000,000, we charge a reasonable additional fee. While a fee based on assets under management can represent a conflict of interest, we mitigate this potential conflict by not requiring a minimum investment of any amount.
Our incentives are aligned with delivering extraordinary value as full-time fiduciaries while helping our clients achieve their financial goals.
In most cases, we will follow our standard fee schedule. In cases where truly unique or extraordinary complexity is involved, we will carefully consider how the specific complexities impact our service model and we will provide a custom services proposal that will transparently disclose our fee prior to beginning a working relationship.
In addition to including investment management and income tax return preparation services, we also provide an implementation credit of up to $300 per client household, per calendar year. This credit can be utilized to offset costs from other professional services providers as well as the apps and tools that help you implement our financial planning recommendations.
Simply send us your paid invoice or receipt and we will credit your next FPFoCo invoice the amount you paid, up to $300 per calendar year. More details are here.
If you think our Comprehensive Services will be valuable to you, simply use the calendar below to schedule a free introductory phone call. Before you decide to begin our client onboarding process, this 15-minute call will help you and us make sure we are a good fit to work together.
Still have questions? Check out our FAQ page.
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Assets Under Management | Fee as a % of AUM |
---|---|
$100,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$100,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$125,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$125,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
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Assets Under Management (AUM) | Annual fee as % of AUM or flat-dollar |
---|---|
$0 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 - $2,999,999 | 0.50% |
$3,000,000 - $3,999,999 | $15,000 |
$4,000,000 - $4,999,999 | $20,000 |
$5,000,000 or more | $25,000 + $2,000 per additional $1mm |
Annual Fee | Investable Net Worth (INW) |
---|---|
$4,000 (minimum for an individual) | Up to $500,000 |
$6,000 (minimum for couples) | Up to $1,000,000 |
$8,000 | Up to $1,500,000 |
$10,000 | Up to $2,000,000 |
$11,000 | Up to $2,500,000 |
$12,000 | Up to $3,000,000 |
+ $1,000 | per additional $1,000,000 of INW |
Annualized Flat Fee | Net Worth (NW) |
---|---|
$6,000 (our minimum fee) | Up to $1,000,000 |
$8,000 | Up to $1,500,000 |
$10,000 | Up to $2,000,000 |
$12,000 | Up to $3,000,000 |
+ $1,000 | per additional $1,000,000 of NW |
Assets Under Management | Annual Fee |
---|---|
$0 - $1,000,000 | 0.60% |
$1,000,000 - $3,000,000 | 0.50% |
$3,000,000 - $5,000,000 | 0.25% |
$5,000,000 and above | 0.10% |