Pricing
Compare planning and investment-management pricing.
Planning is available on its own or with investment management.
Schedule intro
Fees and servicesFinancial planning
Planning Relationship
$2,500 / year
$2,500 per year for planning and scheduled reviews. Investment management is not included.
See what is included +
- ✓ Written financial plan
- ✓ Retirement, Social Security, and Medicare planning
- ✓ Cash flow and debt planning
- ✓ Insurance and risk review
- ✓ Tax-aware planning conversations
- ✓ Estate planning coordination
- ✓ Education planning
- ✓ Annual review minimum
Wealth management
Planning + Investments
Annual minimum $3,750
1.00% first $500k0.85% next $500k0.55% above $1M
See what is included +
- ✓ Financial planning included
- ✓ Ongoing investment management
- ✓ Portfolio design and rebalancing
- ✓ Tax-aware investment management
- ✓ Retirement income planning
- ✓ Ongoing reviews and adjustments
- ✓ Behavioral coaching during market volatility
- ✓ Direct advisor relationship
Planning and Wealth Management clients may qualify for reduced real estate fees through Kwix Realty. Real estate services are provided separately.
Schedule a call
Discuss your
financial question.
The first call is 15 minutes. We will review the question, explain our services, and discuss pricing.
15-minute introNo prep neededNo product presentation
Schedule a consultation