Broker Check


Asset-Based, Flat or Hourly Fee

As a fee-only advisor, David can charge only for his advice. Fees can be charged monthly or quarterly, to accommodate whatever fits your needs.


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

Maximum Fee is 1% of Assets Under Management

We set our maximum fee at the industry standard and will align our pricing with the complexity of each client's unique situation.

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