Absolutely! We’re based in Los Angeles, CA, but we serve clients from coast to coast. We meet virtually from the comfort of your own home or office.

Yes. In fact, all members of NAPFA and XY Planning Network must sign fiduciary oaths.

No. We never receive commissions for the work we do or the recommendations we provide. This allows us to always serve you in a clear fiduciary capacity—always acting in your best interest.

For single clients we charge $4,200 annually, paid quarterly or monthly. For couples we charge $5,400 annually, paid quarterly or monthly.

Financial planning fee is waived starting year two and beyond for clients with $600k or more directly managed by FPL.

See our services page for more info.

Our annual investment management fees start at 0.75% and tier down to 0.40%. The annual fee is based on the combined market value of all accounts in the same household that are directly managed by us.

See our services page for more info.

We offer our investment management services as an additional service exclusively to our financial planning clients. However, our financial planning fees are negotiable in certain cases.

*Financial planning fee is waived starting year two and beyond for clients with $600k or more directly managed by FPL.

See our services page for more info.

No. We only work with our clients on an ongoing basis. This allows us to focus on our relationships with our clients and provide continuous service.