Transparent Billing
No commissions. No kickbacks.
We do not receive commissions, brokerage fees, or incentive fees to promote one investment over another. Our goals coincide exactly with yours — to help you plan for the future and grow your assets.
The Industry Average
Most firms charge $2,600 for a typical financial plan — plus a $5,000+ annual retainer.
One-size-fits-all pricing is not how we do things. After we build your plan, you only pay for the time you use.
Source: Financial Planning Association
Industry plan$2,600
Industry retainer$5,000+/yr
Atlas retainer$325/yr
Our Fees
Simple & clear.
Straightforward billing for the time we spend working for you — nothing hidden, nothing bundled.
STANDARD PLANNING
$2,600
Standard Financial Plan
- · ~2 hours of client meeting time
- · ~2 hours of post-meeting review
- · Full WealthTrace setup & access
- · Hourly after 2.5 hrs of meeting
Most Popular
Advanced Planning
$3,000
Includes Standard Plan plus
- · Roth conversion analysis and optimization
- · Tax minimization strategies
- · Social Security strategies
Hourly Help
$350/hr
Only pay for time used
- · No minimum commitment
- · 1 to 4 hour sessions
- · Meet in person or online
- · Direct CFA guidance
Annual Renewal
$325
After the first year
- · Unlimited software support
- · Access to planning services
- · Market & legal update briefings
- · Economic outlook notes
The $2,600 plan typically requires 2 hours of meeting time and 2 hours of post-meeting review. If the client meeting exceeds 2.5 hours, we bill hourly for the additional time. We work efficiently — most plans stay well within this range.