Holistic financial planning

Our firm provides a single service offering: ongoing comprehensive financial planning and (optional) investment management for an annual flat fee.

We will cover all areas of your financial life as you make the transition to retirement, and we help you align your money with what you value most.

Pricing:

We appreciate transparency, and we know that fees matter. Our fee is based on the complexity of your situation and the estimated time, research, and resources required to provide services to you, not your portfolio size.

• Couples: $10,000 per year

• Individuals: $8,500 per year

These fees are inclusive of investment management services.

Optional investment management

Too busy or just don’t enjoy managing investments?

Let us handle the implementation and monitoring. This ensures we always have accurate and up-to-date information about your portfolio and we don’t have to bug you for it. It can also make financial sense to task Oakleigh with managing your accounts, as our fee can be withdrawn directly from pre-tax accounts (meaning you are paying some or all of it with pre-tax dollars).

Even when we’re managing your investments, it is always a collaborative effort. You are involved in developing the initial plan and when making material changes to it. Clients always have real-time access to their holdings, reports, and all account activity.

Pricing:

Investment management is included in our ongoing fee.

*If you have investable assets greater than $3 million or more complicated holdings, we may charge a higher flat rate.

Our fees are subject to negotiation and are always transparent and agreed upon up-front.

For special projects or limited scope analysis, we occasionally offer one-time services on a fixed fee basis. We’ll provide an upfront estimate for the cost of any engagement following a free initial consultation.

Pricing:

Fixed fee calculated using an estimate of time required and a rate of $400 per hour.