Flat Fee Pricing
Full-Service Retirement Planning
$9,800/year, $2,450/quarter
A comprehensive, flat-fee service for people who want clarity, control, and confidence. You’ll get a personalized retirement income plan, tax prep and tax strategy, investment management, estate coordination, and ongoing support—all integrated, all aligned to your values, all in one place. No product sales. No percentage fees. Just thoughtful, expert advice built around you.
Final price is subject to a complexity adjustment. See below.
Advice-Only Retirement Planning
$5,800 – Half upfront, half when you’re happy.
Want a clear, expert-designed roadmap without the ongoing commitment? My advice-only service gives you everything you need to make smart retirement decisions—on your terms. You’ll get a custom retirement income plan, Social Security and Medicare guidance, withdrawal strategies, and estate coordination, all wrapped in a detailed, easy-to-follow written report. We’ll work together for 90 days to get it right, then you take it from there. No investment management. No tax prep. No pressure.
Second-Look Retirement Review
$1,250 – Once
Already have a plan or an advisor, but wondering if you’re missing something? This one-time review gives you a written assessment of where your current approach shines—and where it may fall short. I’ll evaluate your investments, income strategy, tax setup, and estate alignment, then deliver a straightforward summary of strengths, risks, and opportunities. No long-term commitment, no ongoing service—just honest insight to help you make a more informed decision.
What’s a Complexity Adjustment?
Most clients pay my standard flat annual fee. But occasionally, someone’s financial picture looks less like a puzzle—and more like a 5,000-piece mosaic.
If your situation includes things like:
- Multiple private equity holdings or K-1s from 8+ entities
- Intricate estate planning structures involving multiple trusts
- Coordinating across three or more tax jurisdictions
- Specialized investment vehicles (like captive insurance or tiered partnerships)
- Or a combination of the above
…then we’ll add a complexity adjustment to your annual fee.
Think of it like adding a sidecar to a motorcycle—it’s still your ride, but with a bit more to steer. The added fee reflects the extra time, expertise, and tooling required to do the job right.
We’ll talk about this upfront. No surprises. No “gotcha” fees down the road. If your complexity shifts over time, your fee can adjust too—up or down.
Bottom line: the more intricate the work, the more tailored the service. And the pricing will match the reality of what’s required.