All-inclusive, transparent pricing.

We designed our pricing to be competitive and all-inclusive, so you can have confidence in every area of your financial life. As a 100% fee-only financial planning firm, we are paid solely and directly by our clients. We never accept commissions or kickbacks from the sale of insurance or investment products.

Our fee is based on the assets under our management and includes comprehensive financial planning and investment portfolio management.

Assets Under Management
Annual Fee
First $1,000,000
1.00%
Next $1,000,000
0.85%
Next $1,000,000
0.70%
Next $2,000,000
0.50%
All assets above $5,000,000
0.25%

Fully does not have an asset minimum requirement. Our fee is based on the value of assets under our management, with a minimum fee of $200 per month ($2,400 per year).

Financial Planning + Investment Management
What's included:
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Your personal CFO — a trusted partner, CFP® professional, and financial coach

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Tailored investment strategy and tax-efficient portfolio design

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Ongoing investment portfolio monitoring and implementation

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Dynamic portfolio rebalancing

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Strategic tax-loss and tax-gain harvesting

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Portfolio performance reporting

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Personalized values- and goals-based planning

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Comprehensive retirement planning

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Cash flow management

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Debt structuring and prioritization

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Cash reserve strategies

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Tax planning to reduce lifetime taxation

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Tax return analysis

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Risk management and net worth protection

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Employee benefits and healthcare analysis

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Education planning and funding strategies

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Estate planning

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Collaboration with your other professional partners (accountant, estate attorney, etc.)

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Unlimited financial advice

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Ongoing financial plan monitoring and adjustments

Take a step toward financial peace of mind.
Financial planning can be complicated and time-consuming. Let us do the heavy lifting, so you can focus on what matters most while being fully prepared for whatever comes next.
Schedule Your Consultation