Tampa Fee-Only Financial Planner
Our Fee Structure
Financial Planning Only
Choose the RITE plan! We will help you get a GRASP on your retirement.
Retirement
We help you identify your Goals. Once a retirement cash flow is designed, we identify your Resources that you have accumulated for retirement.
Based on how your retirement assets are Allocated, we provide you with a Success Probability.
This gives you peace of mind knowing that you are fully prepared for retirement and can weather all market conditions.
$1000
$250 quarterly after the first year
Retirement +
Investment +
Tax
In addition to the Retirement Plan, we analyze your investments. We’ll identify your Risk Score with our Nitrogen software, then compare your current portfolio risk number and help you to better align your investments for retirement success.
Taxes are a big uncertainty in retirement, so using your tax return, we run a report on your current tax situation and then run scenario analysis to identify any hidden opportunities to optimize your taxes such as tax-free Roth conversions.
$2000
$500 quarterly after the first year
Retirement +
Investment +
Tax +
Estate
Choosing the RITE plan is the most comprehensive plan we offer. In addition to the above, we will help you analyze your current estate plans if any, and update or craft wills or trusts, along with power of attorney and healthcare directives. Nearly 70% of US adults lack any type of estate plans, with most citing cost as the reason for not doing so. This comprehensive plan costs less than what most people pay for an estate plan alone.
$2500
$500 quarterly after the first year
Financial Planning + Investment Management
If you wish to have any accounts actively managed by us, you will receive the RITE plan at no cost as well as providing ongoing investment management. Fees are based on the amount of assets under management.
Assets under Management |
Annual |
| Up to $500,000 | 1.30% |
| $500,000 – $1,000,000 | 1.00% |
| $1,000,000 – $5,000,000 | 0.9% |
| Over $5,000,000 | 0.8% |
Management fees may be negotiable depending on services and referral aggregation.
Updated September 2025.
Let’s schedule a conversation
Contact us to schedule a quick 30-minute conversation with us so we can get a better understanding of where you are right now.
From there, we can make a detailed plan based on your needs.