Simple, transparent pricing. Fee-only. Fiduciary.

No commissions. No kickbacks. Just advice aligned with you. Choose from three service models.

We do not offer tax preparation or financial planning as stand-alone services.

Most Popular

On Point +

Your complete financial partner. You want everything tied together—investments, planning, and tax prep—done for you.

0.10% monthly + $100 monthly ★†

What’s included
On Point Portfolios
Full investment management
Taxes
Proactive planning and we file your return
Retirement
Keep the long game on track
Insurance
Right coverage, right premiums
Education
529s, tuition, and student loan planning
Cash Flow
What to save, what to spend
Estate
Beneficiaries and basics buttoned up

On Point Portfolios

Fiduciary-driven investment management. You want smart investing and you’re comfortable DIY on taxes & planning.

0.10% monthly ★

Investment details
Asset Allocation
The what of investing — right mix of globally diversified stocks, bonds, and more.
Asset Location
The where of investing — right things in the right accounts, for lower tax drag.
Rebalancing
The when of investing — keeping your mix steady as markets move.
Security Selection
The who of investing — which companies you own (low-cost ETFs + tax-efficient direct indexing).
Ongoing Monitoring
The how of investing — keeping your portfolio aligned as life, markets, and taxes change.
Risk Capacity
What you can afford to risk based on goals, time horizon, savings rate, income stability, and obligations.
Risk Tolerance
How much volatility you can stomach and still stick with the plan.

On Point SRNA

Built for students. You want taxes, investments, and planning included while you’re in school.

0.10% monthly ★†

What you get
On Point Portfolios
Tax Planning + Preparation
Student-Loan & Education Planning
Early-Career Cash-Flow Setup
Start your 15-min Fit Call
Notes & disclosures

★ AUM fee: 0.10% monthly (1.20% annually), billed monthly in arrears. Fees may vary based on client complexity and/or the number of days in a billing period.

† Planning fee: While in school you pay only the AUM fee, the $100 planning is waived. When you graduate from school, you also graduate to the full On Point+ experience.

Start your 15-min Fit Call