Fees

We are thrilled to work with clients in Allen, McKinney, Frisco, Plano and surrounding North Texas areas to develop a comprehensive financial plan that brings them confidence and peace of mind. Below you will find the details of our fee schedule.

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To give you a better idea of how our tiered fee schedule applies to your portfolio, here is a list of the average fee based on various portfolio balances:

$1.0 million: .70%

$1.5 million: .60%

$2.0 million: .52%

$2.5 million: .48%

$3.0 million: .45%

$3.5 million: .43%

$4.0 million: .41%

What is a fee only planner?

Fee only planners are registered investment advisors that have a fiduciary responsibility to focus on your best interest. As fee only financial planners serving Allen, Mckinney, Frisco, and the surrounding areas, our fees are based on a fixed fee or percentage of assets under management.