Transparent, fee-only pricing.
No commissions. No product sales. No hidden incentives. Just fiduciary advice aligned with your financial life.
Disciplined, risk-aware, long-term alignment.
Investment management built around discipline, risk awareness, and long-term alignment with the life you're building.
- Strategic asset allocation built for your timeline
- Continuous monitoring between meetings
- Rebalancing and tax-aware portfolio decisions
- Risk management aligned to your goals
- Quarterly performance reviews
- Direct advisor access — call, email, or text
Guidance for the decisions life keeps putting in front of you.
Thoughtful financial guidance for the decisions life keeps putting in front of you—when they actually happen.
- Ongoing, year-round financial guidance
- Retirement projections and stress-testing
- Tax-efficiency strategy and coordination
- Equity compensation & benefits planning
- Cash flow, goals, and major-decision support
- An implementation roadmap you can act on
Tiered by account size. One rate, all in.
Investment management fees are tiered by account size and calculated on your end-of-quarter portfolio value, billed quarterly and deducted directly from your account. Fees range from 0.90% for portfolios under $250,000 to 0.65% for portfolios over $1,000,000. The all-in rate is quoted before you decide. Financial planning is billed monthly and may be cancelled at any time. Fees reflect advisory services only and do not account for differences in service scope, underlying fund expenses, custodian fees, or other variables that may affect total cost or value.
Planning and investment management under one roof.
Pricing is designed to reflect the level of planning, investment management, and ongoing advice needed for your situation.
The way an advisor gets paid shapes the advice they give.
Fee-only advice helps reduce conflicts of interest because compensation is not tied to selling financial products. Commission structures, product incentives, and transactional compensation models can create conflicts that influence recommendations. We believe advisory relationships work better when incentives remain aligned—so the advice you receive is built around your interests, not a product sale.
See if InsuraWealth is the right fit.
Start with a short conversation about your financial life and the kind of advice that would help most.
Schedule a Fit Call →