We charge one flat annual fee based on the size of your portfolio, billed quarterly. There are no commissions and no product sales, and we never earn anything from the funds we recommend.

The fee starts at one percent of the assets we manage and steps down as a portfolio grows, so larger accounts pay a smaller share. For families who want a plan but not ongoing management, we also offer a one-time planning engagement at a flat price agreed before we begin. For more on fee-only advice, About Me.

We publish the full fee schedule to every prospective client before the first meeting, and the fee appears as its own line on every quarterly statement. See the SEC’s guide to adviser fees and our old pricing page.

These fees are current for 2023 and are reviewed every January.