Transparent flat-fee financial guidance
Transparent flat-fee financial guidance
Your Advisor Fees Shouldn't Grow Faster Than Your Wealth
Flat-Fee Financial Planning vs Traditional AUM Models - Save Thousands Annually



Transparent Pricing That Makes Sense
No hidden fees, no asset minimums, no surprises. Just honest financial planning at flat rates.
Transparent Pricing That Makes Sense
No hidden fees, no asset minimums, no surprises. Just honest financial planning at flat rates.
Transparent Pricing That Makes Sense
No hidden fees, no asset minimums, no surprises. Just honest financial planning at flat rates.
We specialize in
Investment Guidance & Education
Learn to build wealth through expert investment guidance without the conflicts of traditional commission-based advice. We help you understand portfolio allocation, low-cost index funds, ETFs, and tax-efficient investing strategies while you maintain control of your accounts.
Retirement Planning & Analysis
Create a clear roadmap to your retirement goals with comprehensive analysis and projections. We'll help you optimize 401(k) contributions, plan IRA rollovers, understand Social Security timing, and develop withdrawal strategies that maximize your retirement income.
Tax Optimization Strategies
Minimize your tax burden through strategic planning that coordinates with your overall financial goals. From tax-loss harvesting and Roth conversions to charitable giving strategies and retirement account optimization, we help you keep more of what you earn.
Financial Planning & Goal Setting
Build a comprehensive financial plan that addresses all aspects of your financial life. We help you prioritize goals, create actionable timelines, optimize cash flow, and make informed decisions about debt payoff, home buying, and major life transitions.
Insurance & Risk Management Review
Ensure your wealth transfers efficiently to your beneficiaries while minimizing taxes and complications. We coordinate with your attorney and CPA to review beneficiary designations, trust strategies, and estate tax planning to protect your legacy.
Estate Planning Coordination
Ensure your wealth transfers efficiently to your beneficiaries while minimizing taxes and complications. We coordinate with your attorney and CPA to review beneficiary designations, trust strategies, and estate tax planning to protect your legacy.
We specialize in
Investment Guidance & Education
Learn to build wealth through expert investment guidance without the conflicts of traditional commission-based advice. We help you understand portfolio allocation, low-cost index funds, ETFs, and tax-efficient investing strategies while you maintain control of your accounts.
Retirement Planning & Analysis
Create a clear roadmap to your retirement goals with comprehensive analysis and projections. We'll help you optimize 401(k) contributions, plan IRA rollovers, understand Social Security timing, and develop withdrawal strategies that maximize your retirement income.
Tax Optimization Strategies
Minimize your tax burden through strategic planning that coordinates with your overall financial goals. From tax-loss harvesting and Roth conversions to charitable giving strategies and retirement account optimization, we help you keep more of what you earn.
Financial Planning & Goal Setting
Build a comprehensive financial plan that addresses all aspects of your financial life. We help you prioritize goals, create actionable timelines, optimize cash flow, and make informed decisions about debt payoff, home buying, and major life transitions.
Insurance & Risk Management Review
Ensure your wealth transfers efficiently to your beneficiaries while minimizing taxes and complications. We coordinate with your attorney and CPA to review beneficiary designations, trust strategies, and estate tax planning to protect your legacy.
Estate Planning Coordination
Ensure your wealth transfers efficiently to your beneficiaries while minimizing taxes and complications. We coordinate with your attorney and CPA to review beneficiary designations, trust strategies, and estate tax planning to protect your legacy.
We specialize in
Investment Guidance & Education
Learn to build wealth through expert investment guidance without the conflicts of traditional commission-based advice. We help you understand portfolio allocation, low-cost index funds, ETFs, and tax-efficient investing strategies while you maintain control of your accounts.
Retirement Planning & Analysis
Create a clear roadmap to your retirement goals with comprehensive analysis and projections. We'll help you optimize 401(k) contributions, plan IRA rollovers, understand Social Security timing, and develop withdrawal strategies that maximize your retirement income.
Tax Optimization Strategies
Minimize your tax burden through strategic planning that coordinates with your overall financial goals. From tax-loss harvesting and Roth conversions to charitable giving strategies and retirement account optimization, we help you keep more of what you earn.
Financial Planning & Goal Setting
Build a comprehensive financial plan that addresses all aspects of your financial life. We help you prioritize goals, create actionable timelines, optimize cash flow, and make informed decisions about debt payoff, home buying, and major life transitions.
Insurance & Risk Management Review
Ensure your wealth transfers efficiently to your beneficiaries while minimizing taxes and complications. We coordinate with your attorney and CPA to review beneficiary designations, trust strategies, and estate tax planning to protect your legacy.
Estate Planning Coordination
Ensure your wealth transfers efficiently to your beneficiaries while minimizing taxes and complications. We coordinate with your attorney and CPA to review beneficiary designations, trust strategies, and estate tax planning to protect your legacy.
About us
About us
About us
Your Financial Advocate, Not Your Salesperson
Our certified financial planners across the country are legally bound to put your interests first. No commissions, no conflicts, no hidden agendas—just transparent advice from experts who truly care about your success.
CFP® Professionals | Serving All 50 States | 200+ Families Helped
13+
Avg Years Experience
13+
Avg Years Experience
13+
Avg Years Experience
600m+
Assets Guided
600m+
Assets Guided
600m+
Assets Guided
200+
Families Served
200+
Families Served
200+
Families Served
$0
Hidden Fees
$0
Hidden Fees
$0
Hidden Fees
Pricing
Pricing
Pricing
Transparent Flat-Fee Structure
No hidden fees, no AUM percentages, just straightforward pricing based on your needs.
No hidden fees, no AUM percentages, just straightforward pricing based on your needs.
No hidden fees, no AUM percentages, just straightforward pricing based on your needs.
Monthly
Annually
Save 12%
Essential
Professional Guidance When You Need It
$97
$85
/month (billed semi-annually)
Semi-annual planning reviews
Assigned CFP® professional
Savology platform access
48-hour email support
Automated scheduling
Financial projections
$512 billed semi-annually
12% savings
Growth
Popular
Comprehensive Planning for Life's Complexity
$174
$198
/month (billed semi-annually)
Quarterly planning sessions
Dedicated CFP® advisor
Advanced planning tools
24-hour email support
Tax-loss harvesting education
Insurance needs analysis
$1,045 billed semi-annually
12% savings
Premium - WAITLISTED
Comprehensive guidance with priority access and senior expertise
$TBD
$TBD
/month (billed annually)
6+ strategic planning sessions
Senior CFP® advisor team
Comprehensive planning suite
Same-day email response
Estate planning coordination
Advanced tax strategies
Launching Q4 of 2025
Monthly
Annually
Save 12%
Essential
Professional Guidance When You Need It
$97
$85
/month (billed semi-annually)
Semi-annual planning reviews
Assigned CFP® professional
Savology platform access
48-hour email support
Automated scheduling
Financial projections
$512 billed semi-annually
12% savings
Growth
Popular
Comprehensive Planning for Life's Complexity
$174
$198
/month (billed semi-annually)
Quarterly planning sessions
Dedicated CFP® advisor
Advanced planning tools
24-hour email support
Tax-loss harvesting education
Insurance needs analysis
$1,045 billed semi-annually
12% savings
Premium - WAITLISTED
Comprehensive guidance with priority access and senior expertise
$TBD
$TBD
/month (billed annually)
6+ strategic planning sessions
Senior CFP® advisor team
Comprehensive planning suite
Same-day email response
Estate planning coordination
Advanced tax strategies
Launching Q4 of 2025
Monthly
Annually
Save 12%
Essential
Professional Guidance When You Need It
$97
$85
/month (billed semi-annually)
Semi-annual planning reviews
Assigned CFP® professional
Savology platform access
48-hour email support
Automated scheduling
Financial projections
$512 billed semi-annually
12% savings
Growth
Popular
Comprehensive Planning for Life's Complexity
$174
$198
/month (billed semi-annually)
Quarterly planning sessions
Dedicated CFP® advisor
Advanced planning tools
24-hour email support
Tax-loss harvesting education
Insurance needs analysis
$1,045 billed semi-annually
12% savings
Premium - WAITLISTED
Comprehensive guidance with priority access and senior expertise
$TBD
$TBD
/month (billed annually)
6+ strategic planning sessions
Senior CFP® advisor team
Comprehensive planning suite
Same-day email response
Estate planning coordination
Advanced tax strategies
Launching Q4 of 2025
How is flat-fee different from traditional AUM advisors?
How is flat-fee different from traditional AUM advisors?
How is flat-fee different from traditional AUM advisors?
Do you manage my investments or just provide guidance?
Do you manage my investments or just provide guidance?
Do you manage my investments or just provide guidance?
What's the difference between working with "a CFP" vs "a dedicated CFP"?
What's the difference between working with "a CFP" vs "a dedicated CFP"?
What's the difference between working with "a CFP" vs "a dedicated CFP"?
How much could I save compared to my current AUM advisor?
How much could I save compared to my current AUM advisor?
How much could I save compared to my current AUM advisor?
What if I need advice between scheduled meetings?
What if I need advice between scheduled meetings?
What if I need advice between scheduled meetings?
Blog
Blog
Blog
Stay informed on financial strategies.
Learn how to build wealth smarter.
Contact
Let's get in touch
Need financial guidance or have questions?
We're here to help you.
Contact
Let's get in touch
Need financial guidance or have questions?
We're here to help you.
Contact
Let's get in touch
Need financial guidance or have questions?
We're here to help you.