I believe in transparency. Below is my published investment management fee schedule, along with an interactive calculator, so you can get an idea right up front about how much it may cost to work with me.

Pricing & Fees

My Practice

I work with a limited number of households. Not because I cannot handle more — but because the kind of advisor I want to be requires that I actually know my clients. When you call, you reach me. When something changes in your financial life, I notice. When the tax code shifts in a way that creates a planning opportunity for someone in your situation, I am the one who sees it and reaches out.

I have done the work to build efficient systems and operations behind the scenes so that a small practice can deliver serious, thorough planning. That is the model. It is not a compromise.

If you are approaching retirement, managing equity compensation, or simply at a point in your financial life where you want someone genuinely engaged in your future — I would like to hear about your situation.

There is no pitch. No pressure. Just a conversation to find out whether what I do matches what you need.

Let's Talk