Our Pricing
We believe in clear, straightforward pricing based on the services you need and the assets you're managing. Our goal is to make sure you're getting the best value for the support and planning you require, and we’ll work with you to make sure you're on track for a secure retirement. Let's discuss your situation and see how our services can best support your long-term goals.
A Breakdown of Our Pricing & Fees
Financial Planning
Our financial planning process is thorough, straightforward, and tailored to your goals. Through 3 focused meetings, we gather your details, create a custom roadmap, and deliver clear, actionable recommendations. This service is available for a flat fee of $1,500, with discounts for PG&E employees. We specialize in optimizing your pension, 401(k), and benefits.
Asset Management & Ongoing Planning
For those planning for or in retirement, we charge 1% for assets up to $1 million. This includes ongoing portfolio management, and tax-efficient strategies designed to ensure your financial success.
401k Asset Management
For clients actively building their savings, we charge 40 basis points for 401(k) management. For other non-401(k) assets, the fee is 1% up to $1 million. This includes guidance on growing your savings and preparing for a secure future.
Are You Ready for Retirement?
Book your free, no-strings-attached assessment—a stress-free process where we’ll tell you the exact amount you need to retire, when you want to!
