We base our fee on the complexity of your financial situation. Factors in assessing complexity include:

• Client (and spouse or partner) age
• Family income
• Number of children
• Investable (liquid) assets and real assets (such as your home)
• Number of investment accounts
• Number of investment positions (securities held)
• Availability and accessibility of your financial information.

Our fee for an integrated financial plan is usually between $2,000 and $6,000. For many client situations, the fee will be $3,000 or less.