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A flat fee, not a percentage.

Your fee is set by your net worth band and how complex your situation is. It’s fixed for the year and doesn’t rise when the market does.

Estimate your fee.

Total net worth

Everything you own minus what you owe, including your business and real estate.

Is your situation complex?

Real estate, a concentrated stock position, a liquidity event, multiple entities, private investments, K-1s, QSBS, or a major life change.

Do you need complex estate planning?

Irrevocable trusts, a taxable estate, or planning across generations.

Your estimated fee

From $12,000 a year

Billed quarterly.

I have pricing questions…

Do you charge a percentage of my assets?

No. Your fee is a fixed dollar amount, agreed in writing before you commit. It doesn’t rise just because the market does.

Do you earn commissions?

No. No commissions and no products to sell. The fee is the only way I’m paid.

Is the calculator’s number final?

Not quite. It’s an estimate. We’ll confirm your fee together on a call, and you’ll see it in writing before anything starts.

Have another question?

Book a call or email me. I’m happy to talk it through.