We do not receive commissions, brokerage fees or incentive fees to promote one investment over another. Thus, Atlas Capital’s goals coincide with our clients’ financial objectives: namely to help you plan for your financial future and make your assets grow. Also keep in mind that in many cases our fees are tax-deductible.
No conflicts of interest
Hourly planning model
Nearly every financial advisor and planner charges a flat fee for their planning services. The average for this, according to the College Of Financial Planning, is $1,900. This one-size fits all approach is not how we do things. We will only charge you for the time used, which saves you money and time.
Access your plan
All of our customers get access to their financial and retirement plan through WealthTrace, which allows you to view your plan and all of your investment information in one location. Run your own scenarios, view performance and historical data for your investments. You will be empowered with access to your plan.
All Clients: $195 Initial Setup Fee Plus $225 Per Hour*
*We do not waste your time or try to boost our hours. We work very efficiently and therefore the typical plan only requires our meeting to be between 1.5 and 2 hours. Our average plan time and cost breaks down as follows:
Setup Fee: $195
Sit Down Time With Client: 1.5 Hours = $338
Advisor Reviews, Double-Checks Plan, Writes Up Summary: 1 Hour = $225
Average Cost Of Typical Plan: $758*
*Costs can vary depending on the complexity of the plan. This is the cost of a typical plan.