Flat-Fee Calculator

Estimate your annual advisory fee based on your assets, net worth, and planning complexity. The $6,000 fee minimum requires $500K+ in annual income or $1M in liquid assets.

The industry standard is a percentage of your assets a year, and as the market rises, the fee quickly outpaces the effort behind it. Worse, it rewards gathering assets over the planning that actually matters.

A flat-fee removes that conflict and aligns pay with the work and value delivered, instead of rewarding asset gathering and unearned market growth.

Fees are paid quarterly and you can cancel at anytime.