Simple, Transparent Fees

Clarity should extend to how you pay—with fees explained before you ever say yes.

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Explore Call
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Strategy Session
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Keystone Method
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Ongoing Guidance

Keystone Method™ Engagement Fees

Every client begins with the Keystone Method™ — a defined engagement where we align priorities and bring your financial life into one coordinated system.

Keystone Essentials

$4,000 flat fee

Often chosen by pre-retirees and households with simpler needs.

Good fit signals:

No business ownership or K-1s; one or two steady income sources
No equity compensation or major transactions planned
Estate planning straightforward or already current

Most Selected

Keystone Core

$6,000 flat fee

Standard track for most households seeking clarity and coordination.

Good fit signals:

Mix of accounts (taxable/retirement/HSA) needing coordination
Rental property or charitable giving goals
Equity compensation (RSUs/ISOs/ESPP) or multiple income streams
Estate updates or protection review overdue

Keystone Premier

$10,000 flat fee

Built for business owners and complex households.

Good fit signals:

S-corp/LLC/partnership or K-1s; multi-entity needs
Designing or revisiting a 401(k)/cash-balance/owner plan
Potential sale, acquisition, or buy-sell considerations
Multi-state issues, multiple properties, trusts, or family entities

Ongoing Advisory Relationship

After Keystone, most clients continue with Ongoing Guidance to keep strategy, investments, and taxes coordinated over time.

Fee Structure

Minimum annual fee: $5,000 (Core) or $8,000 (Premier).
Core: Spring & Fall reviews as the standard rhythm—and we’ll meet anytime life or markets require it.
Premier: A quarterly planning cadence (Spring, Q2, Fall, Q4) with additional check-ins as needed for major decisions.
If assets don’t meet the minimum, a supplemental planning fee applies.
Assets don’t have to move to us; planning-only options are available (subject to capacity).
Between meetings, our team manages the ongoing strategy, investment monitoring/trading, and coordination year-round.

How ongoing works day-to-day

What's coordinated long-term:

Strategy (planning & prioritization)

Investments (management & monitoring)

Tax Preparation (if using Talley Tax)

Transparency Note: We operate on a flat-fee, tier-based model. Our work connects directly to planning and investment services. In some cases, compensation may also include commissions for insurance or investment products. All costs are disclosed before any decisions are made.