Advisory Fees

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• First year fees may typically be around $500 for the remainder of 2026.

• Your actual fee will be quoted after our introductory call and is based off our professional interest and our assessment of the amount of work involved. 

• The first year fee covers the current calendar year.

• We do not prorate fees for partial years for first year clients due to the fixed cost/time commitment of onboarding a new client.

• After the first calendar year, subsequent advisory agreement typically last for 1 year or less.

• We value long term relationships, so our firm generally does not do ins and outs for clients, so if a client decides to pause the relationship they should not assume that they will be able to rejoin as a client in the future.

• Fees may vary from year to year. 

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