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OUR FEES
(exact fee near middle of page, guarantee at bottom)

We believe it is not right, not in the best interest of the client, and breaks fiduciary duties when financial advisors operate in the above manner. It makes it confusing for investors and is almost out-right lying

It is uncomprehensable to us why any one with a higher net worth would have to pay a higher fee, with aum or "wrap" fees. This is for someone who should ultimately be getting an investment strategy tailored for their specific investor profile and goals. Charged more, even though portfolio strategy may be easier to manage.

What if this higher "net worth" investor only wants safe, fixed-income investments, usually the lowest yielding? They are still getting charged higher fees for lower returns than say the lower net worth, agressive investor, who is getting higher returns.

With plans that are the same price, and/or stated to take the same amount of time to develop for all investors, it is not possible for you to get exactly what you desire and need. With these types of plans you either pay more for more than what you want, or pay more for less than what you want.

Always be sure you are never given extra fat, or skimped. You will receive pure transparency and flexibility. Pure transparency and flexibility can only come from a fee-only financial advisor with a philosophy like ours. For more on why to choose a fee-only, specifically hourly-rate, please see our FAQ.

With us you will never be charged or pay for more than or less than exactly what you want. Pure transparency, deliverability, and a high degree of flexibility can really only come from hourly-rate fee only advising with a philosophy like ours.



Contact us now for exact current rate, the rate on this site may not be updated immediately.

Schedule your appointment as soon as possible to receive a FREE 2-hour long DVD full of some of the best investments to be made in all asset classes. We say as soon as possible, because since this DVD was made by us it has already proved itself to be worth more than the price of a, depending on the size of your portfolio, 2 hour to even 2 month long consultation at the above rate. 
More transparency and flexibility, with less hassle and confusion.  Although our rate may seem a little high, in reality it is more than 50% less than the industry average. 

You Receive More Professional Expertise, for Less. Guaranteed. Our low price is dictacted only by our lower overhead. Remember we only do consultations in-home or at a public place decided upon by you. Considering our low expenses, we feel we should transfer these savings to you.

We are so confident in our ability to deliver:

• A plan fitting your investor profile as well as a newly tailored suit or dress, or your favorite chair,

• and the most complete, straight-forward, and simple to implement plan your investment in your future can buy.

meaning in the that you will receive:

• a financial plan you are extremely comfortable with, delivering the results you demand, and

• more time to focus on the finer qualities of life whatever they may be for you, rather than worrying about your financial plan and investments.

If you implement our plan exactly as it was given to you and after 2 years if you are not:

• 100% completely satisfied

 then you will get a:

• 200% back the initial consultation cost.

For example, if your initial meeting with us had a total cost of $260, and in say 3 years you are not comfortable and happy with your financial plan, then you will receive $520 back.

We make it a 2 year minimum claim, because we consider that most individuals we are advising are medium to long term investors. However, if you are a short term investor and we have developed a plan for you that doesn't deliver results, then we may make an exception.  


Be sure you understand we are not guaranteeing a specific amount of returns, no one could possibly do that. We are simply guaranteeing that you will be satisfied and comfortable with your plan when it is finally implemented.

How does the risk-free, double your money back guarantee sound? It should sound great and is very distinguishing to us. As far as we know, no other fee-only financial advisor, in this area at least, will refund your fees if you are not satisfied and happy with the plan they have designed for you.

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