Flat fees based on complexity
No account minimums or assets under management fees.
We are an independent, fee-only firm. We only receive compensation directly from our clients – no commissions or hidden fees. This helps us to minimize conflicts of interest and act as a fiduciary.
GPS Planning Program Pricing
Our pricing is based on the complexity of your personal finance situation. We have provided examples of client scenarios in the fee table below to give you a rough estimate. We will determine your annual fee during your free introductory meeting.
Our annual fees cover ongoing comprehensive financial planning services and investment management.
We require a minimum 12 months commitment, reviewed annually to reflect the expected planning complexity for the next 12 months.
Not ready for GPS?
Cross-border financial planning typically requires a significant financial commitment. However, we understand that not everyone is in a position to commit to a long-term financial planning relationship. When our schedule allows, we offer hourly consultations for $500 per hour. Please use our contact form to send your specific questions and check our availability for an hourly consultation.