Pricing
Every option and its starting price, up front. Your exact number comes on a 30-minute call, once we know your situation, and before you decide anything.
Financial planning
For people still building wealth who like to manage their own investments.
From $200
a month
Set by household income, plus $500 once to build your plan.
Retirement planning
For families within 5 years of retirement, or already retired.
From $350
a month
Set by investable assets, plus $1,500 once to build your plan.
Wealth management
For people who don't want to worry about executing the plan.
One annual fee
based on the investments we manage
Planning included, with no separate planning bill. The fee steps down as your assets grow.
A complete plan you carry out yourself, with no ongoing fee and no assets moved.
How the one-time plan worksDigital investing with an advisor in the background. The fee is shown in your custom proposal.
How GWP worksPlanning fees are flat dollar amounts, written into your planning agreement, so they don't rise when the market does.
By card or ACH. Your fee is checked each April against your latest tax return or statements.
Things like 1099 or business income or rental property can add to the monthly fee. You'll see it before you sign.
With written notice. Any unearned fees are refunded.
We'll give it to you on the first call, before you decide anything.
Advisory accounts have transaction costs and fund expenses in addition to the advisory fee, and account minimums apply.
Because you should know the range before you spend an hour with us. The first call then covers whether we're the right fit and pins down your exact number.
If you like making your own investment moves and want an expert to find the gaps and map the plan, financial planning fits. If you'd rather not think about carrying the plan out, wealth management does it for you. Both come with the same plan and the same two advisors, and we'll tell you plainly on the first call which one fits.
There's no minimum for planning. Wealth management has account minimums, which we'll confirm on the first call.
On a 30-minute call we'll learn where you are, tell you which option fits, and give you your exact fee before you decide anything.
