What We Charge 

$0 - $249,999 = 1.200%
$250,000 - $499,999 = 1.150%
$500,000 - $749,999 = 1.100%
$750,000 - $1,249,999 = 1.000%
$1,250,000 - $1,999,999 = 0.850%
$2,000,000 - $4,999,999 = 0.750%
$5,000,000 - $24,999,999 = 0.550%
$25,000,000+ = 0.350%

*If using stocks add .10% to all breakpoints above
*Stock model must have $100,000 in assets

$0 - $749,999 = 1.000%
$750,000 - $1,499,999 = 0.750%
$1,500,000 - $2,999,999 = 0.650%
$3,000,000 - $9,999,999 = 0.500%
$10,000,000 - $24,999,999 = 0.300%
$25,000,000 - $39,999,999 = 0.200%
$40,000,000 - $99,999,999 = 0.150%
$100,000,000+ = 0.100%

*Start-up plans assess a $2,500 one-time invoice

Basic Money Guide Plan
$2,500.00

Advanced Money Guide Wealth Plan
$7,500.00

One-Off Consulting

$250/hour

*The base fee is $2,500/year for new clients with discounting

 available on the overall consulting fee when the client has a

managed account, company retirement plan assets,

or any other products.

Fixed Annuities

Fixed Indexed Annuities

Life Insurance

Buy/Sell Insurance

Disability Insurance

Long-Term Care Insurance

Variable Insurance

529s