Getting Started
$300 one-time onboarding fee

Tier 1: Blueprint Plan (Planning + Filing Support)

$3,000 / year Planning Fee
($250 a month)

  • Full equity (RSUs, ISOs, NSOs) + tax planning, projections

  • Sell strategy

  • Guidance on tax filing (you or your CPA submits the return)

  • Tax Planning

  • Investment Planning

  • Cash Flow Planning

  • Estate Planning

  • Retirement Planning

  • Debt/Student Loan Planning

  • 529 Planning

  • Employee Benefits Review

  • Additional questions


Tier 2: Blueprint + Tax Prep (Planning + We File)

$4,800 / year Planning Fee
($400 a month)

  • Everything in Tier 1

  • Full tax preparation and filing (so the plan and the return stay perfectly aligned)


Investment management - AUM pricing

If we manage your investments, billing shifts to an annual percentage of assets under management once your portfolio crosses the threshold for your tier. Below that threshold, your flat annual fee applies as normal.

Once AUM billing applies, it replaces your flat annual planning fee entirely; you won't pay both. The rate is applied to your full managed balance, not just the amount above the threshold.

Threshold by tier

Tier 1 - $300,000

Tier 2 - $480,000

Rate on full balance

1.00% on the first $1M

0.85% on $1M–$3M

0.70% above $3M