Our Services & Fees
Fee Only Financial Planning

Fee-Only Financial Planning
Austin and Houston
Our comprehensive fee only financial planning services include:
Cash Flow Planning
Education Planning
Estate Planning
Retirement Planning
Risk Management
Tax Planning
Fee Only Wealth Management
Austin and Houston
We believe that when done correctly, wealth management consists of three unique but interrelated parts.
We’ll perform a comprehensive evaluation of your financial situation to predict future cash flow, asset value, potential diversification and withdrawal plans.
Services
Fee Only, Hourly, Comprehensive Financial Planning

Hourly based (quoted as a fixed price)

Annual service

Financial planning fees can be paid via credit card or bank draft

Pricing depends on complexity, typically ranges between $3500 and $5500
Full Service, ongoing, Investment Management with Financial Planning included

Comprehensive Financial Planning

Account opening, transfers, money moves,

Regular rebalancing and cost reduction strategies

Model allocations based on risk tolerance and risk capacity

Tax and Charitable strategies to reduce to the long-term tax burden

Minimum quarterly charge is $500

Investment management fees are deducted from the investment accounts quarerly.

Asset Under Management fee ranges from .85% down to .30% annually.
Avatar 1 (Non-Traditional Retirement)
55-Year-old, Baby Boom, married with 2 kids in college. Interested in a financial plan to help them plan for an early retirement once the kids have completed college. This couple has a large home, plans to downsize when the kids graduate from college and then move to a smaller, single story home. A non-traditional retirement is an option – starting a second career or step-down job. This would provide a challenge and income for the pre-retirement years.
Avatar 2 (Retiring with Uncertainty)
60-Year-old, Employee in the Oil & Gas field, planning to retire, but worried about the future of the Energy business. Needs financial planning to confirm readiness for retirement. Worried if they have enough money saved, if the spending plan works. Concerned about the unknowns (health care, medical issues, or maybe if they will need to work during retirement.) The financial planning process helps this client to have financial piece.
Avatar 3 (Financial Optimization)
What We Charge
As a fee-only wealth management firm, we never earn a commission. We never act as salespeople. And we’ll never hide how much our services are going to cost you.
Our Fees
- Wealth Management: We have NO minimum asset requirements, however, we do have a minimum quarterly fee of $500.
