Financial Guidance, Built Around You.
We are fiduciary financial advisors serving retirees, working professionals & multi-generational families
Get Your Financial Plan Online
(7 day trial • From $25/mo)
Fiduciary Financial Advisors
Our Advisors:
William Haynes
Monique Holloway
Hetal Saki
Dino Patelis
Dustin Volentine
Jason Koenig
Adam Cross
How It Works:
Step 1. Get Started
Answer a few quick questions to connect with one of our fiduciary financial advisors
Get Your Financial Plan Online
(7 day trial • From $25/mo)
Step 2. Discuss Goals
When you’re ready, a brief 15-30 min intro call to see if our services are a good fit
Step 3. Personalized Advice
We’ll follow up with a plan of action & next steps – no obligation, cancel anytime
Locations:
Our advisors work remotely in the areas indicated below & can meet with you how you prefer (e.g. in-person, phone, zoom).
Services:
Ongoing Management
We manage your portfolio and serve as your go-to advisor for financial decisions
Accounts with Charles Schwab, cancel anytime • Flexible pricing from 0.30% – 1.0%
Frequently asked questions:
How will you invest my account?
We are 100% custom to your unique situation, existing investments, and will talk with you before making any major changes. Generally, we prefer simple solutions like index funds / ETFs, CDs, money market funds, etc.
Is there tax or penalty if I move my accounts?
Generally not, but we would need to see what is being transferred first.
Can you explain your fee?
Our fees for investment management (which includes financial planning & consulting) are deducted from your investment accounts. For example, let’s say you have $500,000 and we agree to an annual fee of 0.80%. The 0.80% is divided by 12 for a monthly fee of 0.067%, which is multiplied by your account balance, which equates to a monthly fee of approx. $333 per month.
Are there any extra or hidden fees?
Not that we receive, but most investment products do have an expense ratio. Generally, we try to recommend / invest in products with low expense ratios. Additionally, Charles Schwab does charge ad-hoc fees should there be additional services rendered (e.g. wires, lending).
How do I cancel or stop your service?
To remove us as your advisor you can:
- Cancel here or contact your advisor
- Contact Charles Schwab
- Contact another institution & initiate a transfer
As-Needed Advice
Ideal if you want a second opinion, financial plan, or help with a specific decision
No account required • Hourly pricing from $100 – $300 (1 hour per year ~ $25/Mo)
Frequently asked questions:
How many hours do I need and what do I get?
Generally, a few hours per year is a good starting point. If you want more comprehensive analysis on your specific situation, just let your advisor know. Financial planning software access is included for ongoing customers.
Can you explain your fee?
Our fees for financial planning & consulting are paid by check or card. For example, let’s say you want 1 hour of work per year and we agree to a rate of $200 per hour. Once the 1 hour of work is finished, we send you an invoice for $200 (or you can pay in 12 monthly installments).
Are there any extra or hidden fees?
Not that we receive, but if we are helping you with outside investing, most investment products do have an expense ratio. Generally, we try to recommend / invest in products with low expense ratios.
How do I cancel or stop your service?
Cancel here or contact your advisor
Need More?
Get Your Financial Plan Online
(7 day trial • From $25/mo)
Fiduciary Financial Advisors