Our advisory relatioship costs $19,800/year, billed as $1,650/month. There is an additional $8,400 onboarding fee for the initial plan work. This fee level is appropriate for households with combined income and wealth of around $3,300,000. 

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Historically, we used a wide sliding scale and we're still investing into this long-term mission-driven work with ongoing clients. We are no longer accepting new sliding scale clients.

 

Existing sliding scale clients can view the sliding scale fee calculator here. 

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