changing the paradigm in advisor compensation
Flat fee only
Understanding whether your financial advisor has your best interests in mind begins with knowing how they get paid.
As a flat fee only financial advisor, my compensation isn’t derived from product sales or investments under management.
I charge a flat fee billed on a quarterly basis.
Ongoing Financial Planning and Investment Management for Medical Professionals in School, Residency, or Fellowship:
$125 per quarter. ($500 annually.)
Ongoing Financial Planning and Investment Management:
$625 per quarter. ($2,500 annually.)
Projects and Individual Engagements:
Not ready for ongoing financial planning but still need some help?
Schedule an appointment or contact me by phone, text, or email, and we’ll discuss a reasonable fee for projects and one-time engagements.