We do not receive commissions for selling products to our clients. As fee-only fiduciaries, we charge a flat fee for our initial financial planning analysis and recommendations. We also charge a flat fee for ongoing financial planning, 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 asset-based 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 charge a flat fee of $2,500 for an initial financial planning analysis and recommendations.  For ongoing Comprehensive Services, 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 provide a custom services proposal that will transparently disclose our fee before beginning a working relationship.

For ongoing Comprehensive Services clients, we 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 service 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.