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As a CFP® professional, I act as a fiduciary when providing financial advice.  I do not sell securities or securities products for a commission.
I provide ongoing wealth management using a straightforward, transparent fee schedule.

Tiered Fee Schedule

First – $1 Million = 1%
Next – $500K = 0.9% ($1M - $1.5M)
Next – $500K = 0.8% ($1.5M - $2M)
Next – $500K = 0.7% ($2M - $2.5M)
Next – $500K = 0.6% ($2.5M - $3M)
Amount Above $3M = 0.5%

  • For clients that do not need ongoing wealth management, I provide financial planning and general financial advice at an hourly rate of $400 per hour.

  • Insurance products such as life insurance, disability insurance, or fixed annuities are available upon request. If an insurance policy is recommended as part of your financial plan, you may purchase the policy from any licensed agent. If I help you obtain an insurance policy, the insurance company will pay me a commission, as is the standard in the insurance industry.