transparent and simple fees.

Transparency is fundamental to Just Advising. I believe what you get and what you pay should be very straightforward.

Traditional financial advising firms are packed with high costs, commissions, and/or hidden fees. At Just Advising, I want to break down those conflicts of interest. To be fair, my model doesn’t eliminate conflicts of interest since you are still paying me for a service, but I believe this is a step in the right direction.

how much will you pay?

Flat-Fee (Expedition) Option:

  • Individuals: $1,800

  • Married and non-married couples: $2,700

Flat-Fee (Provisions) Option:

  • Individuals: $360/provision

  • Married and non-married couples: $540/provision

If we work together under the flat-fee or hourly-fee service, 50% of the fee will be collected up front. The remaining 50% will be required upon completion of our collaboration.

how did I decide on my expedition fee?

To try and make my fee more affordable, I started with you in mind.

Since I mostly work with people in their 20s and 30s, I looked up the median salary for this demographic in the U.S. This gave me a salary range of roughly $57,000 - $77,000. To keep this affordable and bear in mind variances, taxes, etc., I used $60,000 as my benchmark. From that, I used 3% of that salary benchmark as my fee for an individual. $60,000 x 3% = $1,800

For a couple, I simply multiplied it by 1.50. The additional person now only raises the cost by 50% instead of doubling it. Because this fee may still be unaffordable to some, I offer a payment schedule of up to 12 months.

how did I decide on my provisions fee?

Again, I started with you in mind.

Since there are five provision options to choose from, I simply divided my expedition fee by five.

More information.

More information can be found in this form ADV Part 2A/2B.

Contact me

Interested in working together? Fill out some info and I’ll be in touch shortly. I can’t wait to hear from you!