FAQs & Fees

FAQs

Are You An Independent Fiduciary?

Yes. As an independent Registered Investment Adviser (RIA), we operate under the fiduciary standard – meaning all of our advice and decisions must be made with your best interest in mind. We are also fee-only advisors. We never take a commission for providing you advice – you’re the only person that pays us for our work, so our interests are aligned with yours.

How Do Your Fees Work?

All under one roof for one simple fee. That is one of our primary commitments to our clients. We provide our tax, estate planning, financial planning and investment management services for one transparent fee. Click here to visit our services page and explore which of our service models would be right for you – you can even estimate what your fee would be.

Are You A Certified Financial Planner™ ?

Yes, many of our advisors hold their Certified Financial Planner™ (CFP®), as well as several others, including:

- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
- Retirement Income Certified Professional (RICP)
- Certified Divorce Financial Analyst (CDFA)
- Certified Financial Therapist™ (CFT-I™)
- Certified Fund Specialist (CFS)
- Certified Pension Consultant (CPC)

How Do I Know If You’re The Right Fit For Me?

If you’re looking for an advisor that helps truly quiet the noise of your financial life, coordinates your planning in-house, and helps you better align your financial decisions with your values, then we’re going to get along great. The first step is just getting to know each other a bit better – no pressure, no assumptions. Schedule a no-obligation call with Jenny here to get started.

Do You Have Investment Minimums?

We meet every client right where they are – regardless of account balance. Whether you’re just starting your financial journey or you’ve built significant wealth, we’ve built teams and service models to serve you at every season of life.

We believe in transparency.

FAQs