Fees for Concierge Financial & Tax Planning for Physicians

As fiduciaries and CPAs, our goal is to always make pricing transparent.

Our model is built to offer high-end financial planning to physicians across the arch of their career.
As such, we do offer discounts for those in training, residency, and fellowship. We also waive all planning and tax return fees above a certain managed asset threshold.

Pricing for Residents & Fellows, Scholarships:

- Yearly Comprehensive Financial Planning: WAIVED
- Basic Tax Return Minimum: 50%-75% off depending on return complexity.

Bundled Option, Comprehensive Planning & Tax Return: Households under $125k income, $500. Households between 125k & 175k, $1,000.

Pricing for Attendings and other households over $175k in household income:

- Yearly Comprehensive Financial Planning: $1,000
- Basic Tax Return Minimum: $1,000

Bundled Option, Comprehensive Planning & Tax Return: begins at $1,500 per year.

Bundled Packages Include: tax planning & return preparation, two in-depth planning conversations, 10 hours of hands on financial planning assistance, and mobile app access.

Fees on Managed Assets for Physicians:

Typically we charge 1% on managed assets, up to $500k. Above that level, fees fall to .75%, then to .5% over $1m. Total fees are discounted a further 25% after 3 years as a longevity discount. All planning and tax return fees are waived if assets managed are $250k or greater, as well.

We are CPAs and Certified Financial Planners®, not salespeople. As a fiduciary, our goal is singular: help you build the life and future you want.

Our firm has served physicians for decades; we know first hand it takes years of training, and requires skill, dedication, and resiliency to get to where you are. We want to help you leverage your hard work and abilities to find the financial freedom you deserve.

Message us below if you’re interesting in having a conversation to get to know each other.