Transparent, Fee-Only Pricing

The way it should be.

BlendBuild

This comprehensive service level is for clients that have over $500,000 of investable assets and wish to build and accumulate wealth in partnership with a CFP® professional. Clients have access to all areas of analysis annually.

Financial Planning
Investment Management
Tax Planning
Insurance Planning
Education Planning
Risk Management
Employee Benefits
Estate Planning
Cash Flow Planning
Debt Management

1% AUM   $0-$1,000,000

0.5% AUM $1,000,001-$2,500,000

0.25% AUM $2,500,000+

BlendBegin

This introductory service level is for those clients that have less than $500,000 of investable assets but have a strong desire to learn and begin their wealth building journey. In addition to a Financial Roadmap and Investment Management, clients are able to choose an area of analysis annually.

Financial Roadmap
Investment Management
Tax Planning
Insurance Planning
Education Planning
Risk Management
Employee Benefits
Estate Planning
Cash Flow Planning
Debt Management

$250 per month

+

0.4% AUM $0-$499,999

Let's make a plan.

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317.854.5656
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