$5,000/year minimum fee**

Fee-only, fiduciary, ongoing advice on all aspects of your finances with a dedicated CFP® advisor.

Investment Management

Retirement and IPERS Planning

Review of your tax return each year

Estate Planning

College Planning

Student Loan Optimization

Monitoring of key financial metrics

Elements® financial monitoring app and system.

And more…

**Minimum annual fee of $5,000. The assets under management (AUM) fee starts at 1.25% billed out of investment accounts. If the AUM fee is less than the annual minimum, the balance will be paid as an annual out-of-pocket fee paid over 12 months.

$600/year minimum fee**

Fee-only, fiduciary, ongoing advice with a dedicated CFP® advisor.

Investment Management

Plus a 1-hour financial planning session each calendar year.

If additional sessions are needed, the regular hourly fee is paid.

Elements® financial monitoring app and system.

**Minimum annual fee of $600. The assets under management (AUM) fee starts at 1.25% billed out of investment accounts. If the AUM fee is less than the annual minimum, the balance will be paid as an annual out-of-pocket fee paid over 12 months.

$250 per hour

Not everyone needs a full financial plan.

Get the advice you need for your most immediate issues.

You are in control of the amount of time you want to pay for.