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.