Transparent Pricing. No Surprises. No Hidden Fees.
You should know exactly what you're paying and exactly what you're getting — before we start working together. Here's how it works.
How It Works
A Simple Process, Designed Around You
Step One
Complimentary Introductory Call
A Conversation — Not a Sales Pitch
This is where we get to know each other. You'll meet with one of our advisors, who will ask about your situation, your goals, and what you're looking for in an advisory relationship. We'll explain how we can help — in plain English, with no jargon — and answer any questions you have.
If we're a good fit, we'll send you a proposal with a clear quote based on your specific situation. If we're not the right firm for you, we'll tell you that too.
No pressure. No sales pitch. Just a conversation.
$0
Complimentary
Step Two
Building Your Foundation
Your Comprehensive Financial Plan
This is where we build the foundation. Your financial plan is a tailored roadmap that addresses every aspect of your financial life — investments, taxes, retirement income, risk management, and beyond.
We don't hand you a generic template. We dig into your specific situation, stress-test your plan against real tax scenarios, and make sure every recommendation is coordinated. You'll walk away with complete clarity on where you stand, what to do next, and why — with no question left unanswered.
Most plans require 4–6 hours of work, though this can vary based on complexity. We'll give you an accurate estimate on the introductory call so you know exactly what to expect.
If you decide to move forward with wealth management (Step 3), your planning fees are credited toward your management fee.
$400
/hour
Your plan includes:
Step Three
Ongoing Wealth Management
Your Plan, Put Into Action
This is where your financial plan comes to life. We implement your strategy, manage your investments, and provide ongoing coordination between your financial plan, your portfolio, and your taxes — all year, every year.
This is also where United's integrated model delivers the most value. Your investments are managed with your tax return in mind. Your tax plan is updated when your portfolio changes. And your financial plan evolves alongside both — because the same team handles all three.
0.50%–1.00%
of assets under management
What's included:
Tax-Efficient Investment Management
Low-cost, globally diversified portfolios built on index investing. Every trade, rebalance, and allocation decision is made with your tax situation in mind, because your CPA and your portfolio manager are on the same team.
Unlimited Ongoing Financial Planning
Your financial plan isn’t a one-time deliverable. It’s a living strategy that’s reviewed, stress-tested, and updated as your life changes, at no additional cost.
Unlimited Tax Planning and Optimization
Year-round, proactive tax planning coordinated with your investments and your financial plan. We don’t wait for filing season to look for opportunities.
Tax Preparation and Filing (Included)
Your personal tax return, prepared and filed by our in-house CPAs and Enrolled Agents. No more playing middleman between your accountant and your financial advisor, because they’re the same team.
For High-Earning Professionals Still Building Wealth
Not Ready for Wealth Management? We Have a Plan for That.
If you're a high-earning professional with less than $500K in investable assets — maybe you're early in your career, accumulating equity compensation, or growing a business — our subscription model gives you access to the same integrated advisory team without an AUM requirement.
You get an ongoing relationship with an advisor, yearly tax planning, financial planning, investment guidance, stock options analysis, and more. It's designed for people who are building toward significant wealth and want coordinated, professional guidance along the way.
Starting at
$500
/month
Includes:
Bookkeeping for Business Owners
For business owner clients who need bookkeeping services coordinated with their personal financial plan and tax strategy.
Fee-only pricing with no commissions or hidden costs. Meet the team
Last updated: March 2026
Questions About Pricing?
We're happy to walk through our fee structure in detail — no obligation, no pressure. The introductory call is the easiest way to get a clear picture of what working together would look like and what it would cost for your specific situation.