Flat-Fee Pricing
Simple, transparent pricing. You know what you're paying before you commit to anything.
Schedule a MeetingSimple, Transparent Pricing
Most clients pay between $250 and $750 per month depending on complexity.
No AUM fees. No commissions. No surprises.
You'll know exactly what you're paying before you commit to anything.
Where Most Clients Land
$250 per month
Typically a fit for people who are still building wealth.
$500 per month
Often the right range for people who have built meaningful wealth and are starting to face more complexity.
$750 per month
Designed for people with established wealth who want advanced strategies around IRMAA, Roth conversions, and multi-generational planning.
These are common ranges based on complexity, not hard rules. Your exact fee is confirmed in our first conversation, so it matches your actual situation.
Our Transparent Pricing, in Cliff's Words
Why Flat Fee
When your advisor charges a percentage of your assets, their incentive is tied to how much you keep invested with them, not what's actually best for you.
A flat fee changes that. You pay for advice. I get paid to give you the best advice possible, not to keep your money in a particular place. That's how it should work.
What a 1% Fee Actually Costs
A 1% AUM fee on a $500,000 portfolio is $5,000 a year. On $1 million, that's $10,000. Every year. Whether markets go up or down. Whether you needed much help that year or not.
No pressure. Just a conversation to see if this makes sense for you.
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