Our most successful engagements come from long-term relationships in which we manage clients' investments and consistently engage in all aspects of their financial planning. In addition to ongoing investment monitoring and financial planning, we offer a number of firm events throughout the year to enhance our client experience. Pricing for advisory relationships is based on an assets under management tiered fee schedule.

We also offer stand-alone financial planning engagements. Pricing for these types of engagements is hourly and varies based on the scope of the engagement. A full quote is provided before beginning our work.

Stand-alone financial planning engagements are billed at an hourly rate of $350 per hour. Typical engagements range from 4-10 hours ($1,400-$3,500 total per engagement).

Through our employer sponsored plan engagements, there are tiered asset-based fee schedules based on plan size and demographics. Contact our advisors for more information on engagements to attract and retain the best members of your team.