As a fee-only advisor, David can charge only for his services or advice.

No Commissions or Product Sales, which helps to mitigate any conflicts of interest.

While Industry standard is 1% of investable assets, we skew closer to 0.5%.

Our ability to charge less is due to our independent model, combined with our breadth and depth of expertise.

The cost for ongoing support depends on the complexity of your situation.

Consider it a sliding scale, with ranges outlined below.

Fees can be charged periodically to accommodate your needs. Most common is quarterly, in arrears.

We have no 'service tiers'

All clients deserve holistic support to the fullest extent, to satisfy the principles of sound financial planning

$0 - $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $750,000

$750,000 - $1,000,000

> $1,000,000

$1,000 - $1,500

$1,500 - $2,000

$2,000 - $3,000

$3,000 - $5,000

$5,000 - $7,000

$7,000 - $10,000