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?

Individuals with no children: $1,800

Individuals with one or more children: $2,400

Married and non-married couples with no children: $3,000

Married and non-married couples with one or more children: $3,600

If you agree to engage in my services, $500 will be collected up front. This is to cover my expenses. The rest will be required upon completion of my services.

Why do children increase the cost?

If you have a child, they bring very specific planning needs to your financial picture. Below is a short list of possible planning needs.

How did I decide on my fee?

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

I work with young adults and family starters, 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 1.66. The additional person now only raises the cost by 66% instead of doubling it. And to add a child, it will be a flat additional charge of $600.

Because this fee may still be unaffordable to some, I offer a payment schedule of up to 12 months.

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!