Fees
Simple, transparent pricing. No surprises.
As a fee-only advisor, I am compensated solely by you — never by commissions or proprietary product sales.
What Fee-Only Means for You
I do not deal with proprietary financial products and I do not get paid by commission. I offer fee-only financial planning and investment management services — which means my advice is always aligned with your best interest, not a sales quota.
Fee Structure
Fees are based on a percentage of your financial assets that I manage. These fees cover the development of our initial plan, ongoing investment management, periodic reviews of your financial position, and addressing life financial issues that might arise.
Fees are billed quarterly in arrears based on the average daily balance of assets under management. There are no hidden fees, no transaction commissions, and no charges for financial planning services — it is all included.
Why Fee-Only Matters
No conflicts of interest
I have no financial incentive to recommend one product over another. My only goal is to find the best solution for you.
Fiduciary standard
I am legally obligated to act in your best interest at all times — a higher standard than the "suitability" standard many advisors follow.
Full transparency
You will always know exactly what you are paying and what you are getting. No surprises, no fine print.
Independent advice
I do not deal with proprietary financial products. My recommendations are based solely on your needs.
Start with a Free Consultation
Initial consultations are free of charge. You can contact me by email or telephone. There is no obligation and no pressure — just an honest conversation about your financial situation and goals.