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Transparent Fees

We believe working with us should be simple, easy, and rewarding. We are driven by our dedication to caring for others and nothing else.

Individual Pricing

Financial Planning

Creation of your financial plan.

One-year subscription to your WealthVision financial plan webpage.

$2,600


Ongoing Plan Only Agreement

Annual plan review.

Situational plan changes and "what ifs" modeling.

$150 per month


Plan and Investment Management

Implementation of the investment strategy that supports your financial plan.

Annual plan review.

Situational plan changes and "what ifs" modeling.

$300,000 in investable assets plan fee is waived

Family Pricing

Financial Planning

Creation of your financial plan.

One-year subscription to your WealthVision financial plan webpage.

$3,600


Ongoing Plan Only Agreement

Annual plan review.

Situational plan changes and "what ifs" modeling.

$250 per month


Plan & Investment Management

Implementation of the investment strategy that supports your financial plan.

Annual plan review.

Situational plan changes and "what ifs" modeling.

$500,000 in investable assets plan fee is waived