Pricing

We've stripped away the mystery. Our pricing reflects exactly what you're getting — no hidden fees, no surprise charges buried in footnotes. Pick a plan that matches where you're right now, and we'll help you build actual wealth. Your financial life deserves straightforward numbers.

Foundation

$1,850/quarter

Perfect for folks just starting to take their finances seriously. We'll build your core strategy and get you moving in the right direction.

✓ Quarterly check-in meetings (one hour each)
✓ Basic investment portfolio setup
✓ Annual tax efficiency review
✓ Email support between meetings
✓ Simple net worth tracking
✓ One financial plan revision per year

Start Your Foundation

Growth

$4,200/quarter

Our most popular option. You get hands-on guidance, regular monitoring, and the attention your portfolio actually deserves. This is where real progress happens.

✓ Bi-monthly strategy sessions (90 minutes each)
✓ Active portfolio management and rebalancing
✓ Quarterly performance reporting with analysis
✓ Tax-loss harvesting and optimization
✓ Retirement projection modeling
✓ Unlimited email and phone support
✓ Two financial plan revisions yearly

Go With Growth

Pinnacle

Custom

For complex financial situations, business owners, and high-net-worth individuals. We build a completely personalized approach around your unique goals.

✓ Monthly in-depth planning sessions
✓ Comprehensive wealth strategy across all assets
✓ Advanced tax planning and multi-strategy optimization
✓ Business succession and exit planning
✓ Estate planning coordination
✓ 24-hour priority support access
✓ Unlimited plan revisions and adjustments

Schedule Pinnacle Conversation

Pricing FAQ

Can I switch plans later on?

Absolutely. Your situation changes, and so should your plan. We review your needs each quarter anyway. If a different tier makes more sense, we'll make the switch. No penalties, no drama.

What's included in 'portfolio management'?

We're building and adjusting your investments based on market conditions and your goals. That means rebalancing, tax optimization, and replacing underperformers. You're not paying us to just check a box — you're paying for active work.

Do you charge extra for specific services like tax planning?

Nope. Everything listed in your plan tier is included. If you need specialized work beyond your plan — like a complex business sale or estate litigation coordination — we'll quote that separately. But the core services? Already yours.

Is there a contract or lock-in period?

We do quarterly contracts because that's how financial planning actually works — you need time to see strategy play out. But you're not trapped. End of quarter, you can walk. We'd rather earn your trust every 90 days than force you to stay.

Need a Custom Solution?

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