Simple, transparent pricing

Fee-only. Fiduciary.

No commissions. No kickbacks. No product sales. Just advice aligned with you.

Tax preparation is not available Ă  la carte or as a stand-alone service. It is offered only within an ongoing On Point+ or On Point SRNA advisory relationship.

Most Popular

Full-Service Advisory

On Point+

Your complete financial partner: investment management, financial planning, and tax preparation—coordinated in one ongoing relationship.

Starting at 0.10% of managed assets per month

Planning + tax preparation starting at $100/month

  • Everything included in On Point Portfolios
  • Tax planning and preparation
  • Retirement strategy
  • Insurance review
  • Education and 529 guidance
  • Cash-flow and estate-planning basics
See if you’re a fit

Investment Management

On Point Portfolios

Fiduciary investment management for clients who are comfortable handling their own financial planning and taxes.

Starting at 0.10% of managed assets per month

Planning and tax preparation not included

  • Asset allocation and asset location
  • Portfolio rebalancing
  • Security selection
  • Ongoing portfolio monitoring
  • Risk-capacity and risk-tolerance analysis
See if you’re a fit

While You’re in School

On Point SRNA

Built for students who want financial planning, tax, and investment support while they are still in school.

Starting at 0.10% of managed assets per month

Planning fee waived while enrolled

  • Everything included in On Point Portfolios
  • Tax planning and preparation
  • Student-loan strategy
  • Education planning
  • Early-career cash-flow preparation
See if you’re a fit
Pricing notes and disclosures

AUM fee: Fees start at 0.10% monthly, or 1.20% annually, and are billed monthly in arrears. The actual fee may be higher based on the scope and complexity of the client relationship and may also vary with the number of days in a billing period.

On Point+ planning and tax-preparation fee: Fees start at $100 per month and may increase based on the scope and complexity of the engagement.

On Point SRNA: The financial-planning fee is waived while the client remains enrolled in school. After graduation, the relationship transitions to the full On Point+ service and fee schedule.

Tax-service limitation: Tax preparation is not available Ă  la carte, as a stand-alone engagement, or as a one-time tax-filing service. It is offered only to eligible clients as part of an ongoing On Point+ or On Point SRNA advisory relationship.