Transparent Fees.
No Surprises.
We charge straightforward, fee-based pricing — disclosed upfront, no hidden fees.
Here’s exactly what we offer and what we charge.
Financial Planning
The alpha plan™ is a comprehensive, one-time financial plan. We start with a complete picture of where you are, then build a strategy specific to your situation — not a generic template.
It’s just three meetings — Organize, Explore, and Execute — at whatever pace works for you. Most clients wrap up in a few weeks.
We connect all your financial accounts into one dashboard and evaluate where you stand relative to your goals.
- Connect all financial accounts to your planning dashboard
- Get a complete view of your financial situation
- Define goals: retirement, education, home, travel, business
- Evaluate your current position relative to those goals
We model different paths, stress-test your plan, and show you the real impact of each decision before you make it.
- Cash flow management
- Savings and investment allocation
- Insurance review
- Tax minimization strategies
- Estate planning considerations
We define your action plan and prioritize next steps. Implement on your own, or hire Atticus to manage investments and ongoing planning.
- Investment allocation, optimization, and management
- Insurance planning
- Estate plan coordination
- Tax planning
- Organize and evaluate your current financial position
- Develop and implement a cash flow plan
- Review and define your financial goals
- Automate your savings
- Optimize your investment strategy
- Review risks to your plan and how to manage them
- Review strategies to minimize your taxes
- Answer all of your money-related questions
- Everything in the alpha plan™
- Also includes:
- Integrate your business into your personal plan
- Business structure review — LLC, S-Corp, C-Corp
- Strategies to maximize deductions and minimize taxes
- Employee benefit and retention strategies
- Succession planning strategies
Wealth Management
Once you’ve completed the alpha plan™, ongoing wealth management is how we help you put it into action — ongoing advice, plan updates, and hands-on implementation.
We always act as your fiduciary — legally required to act in your best interest.
- Online Wealth Management Portal — real-time view of your full financial picture
- Investment Management — active oversight and rebalancing of your portfolio
- Strategic Tax Planning — tax-loss harvesting, asset location, and coordination with your CPA
- Ongoing Planning Updates — plan reviews and adjustments as your life changes
| Assets Under Management | Annual Fee |
|---|---|
| First $250,000 | 1.25% |
| Over $250,000 | 1.00% |
The maximum annual fee for certain account size and type may be negotiated. Fees are billed quarterly in advance based on the average daily balance.
Retirement Plan Consulting
We consult with businesses on the design, investment management, and administration of employer-sponsored retirement plans. Fees are based on total plan assets under advisement.
Good fit for:
- Small businesses looking to set up or optimize a 401(k) or similar plan
- Business owners who want a fiduciary advisor on the plan
- Companies looking to reduce plan costs and improve employee outcomes
| Plan Assets | Annual Fee |
|---|---|
| Up to $1M | 0.75% |
| $1M – $2.5M | 0.50% |
| $2.5M – $5M | 0.40% |
| $5M – $10M | 0.30% |
| $10M – $25M | 0.25% |
| Over $25M | 0.20% |
Fees are assessed annually as a percentage of plan assets and may be negotiated for larger plans.
Insurance Planning
We're licensed to help you get it. You won't pay anything extra for that. The insurance carrier pays a commission for placing and servicing the policy. You'll know that up front.
Good fit for:
- A financial plan that surfaces a real insurance gap — not something someone's trying to sell you
- Wanting one person handling the whole plan instead of a separate insurance shopping trip
Independent & unbiased
We're not tied to any single insurance company. Being licensed with multiple carriers means we can compare policies across the market and help you find the coverage that actually fits your situation — not just whatever one carrier happens to be offering.
No added cost to you — ever. If a recommendation pays us a commission, we'll say so before you act on it.
Consulting
Not ready for a full plan, or just need an outside opinion on one specific thing? I offer hourly consulting for one-off questions and decisions that don't need the full alpha plan™ treatment.
Good fit for:
- A second opinion before you make a big decision
- One-off questions that don't need an ongoing relationship
- Time-sensitive equity comp or benefits decisions
$500/hour, max
Billed only for time spent — no ongoing commitment. Rate may vary depending on scope.
Not sure if you need a full plan or just an hour of my time? Ask — I'll tell you honestly.
Ready to get started?
Schedule a free, no-obligation call to talk through your situation and see if we’re a good fit.