Hourly

For small miscellaneous projects or for clients who do not meet our investment minimums, advisors may work on an hourly basis as determined by each individual advisor. The hourly fee is $200/hour. For example, evaluating the investment options in a 401k and helping someone decide how to invest may only take an hour and cost $200. A more involved retirement analysis and projection may take a couple hours and run $400. Most single projects run between $200 and $500.