Clear Fees, No Surprises
Why Every Relationship Begins With the Keystone Method™
Good advice requires context. Every financial decision—tax moves, investments, retirement income, estate planning—touches everything else.
That's why we don't start by managing your money. We start by understanding your full financial picture through a structured, six-month engagement. Once the foundation is built, ongoing advisory keeps it working.
The Keystone holds your entire financial plan together
Keystone Method™ Fees
One framework. The depth flexes based on your complexity.
Keystone Personal
flat fee
For households and professionals where coordinating investments, taxes, and long-term planning is the primary focus.
Keystone Owner
flat fee
For business owners and complex households where the framework extends across entities, operating decisions, and advanced tax considerations.
Includes everything in Keystone Personal, plus additional depth where business and entity decisions materially affect outcomes.
Ongoing Advisory
After completing the Keystone Method, most clients continue with ongoing advisory—keeping planning, investments, and taxes coordinated as life evolves.
- Investment advisory fee—starting at 1% on the first $1M, declining above that
- $5,000 minimum annual fee—so clients below roughly $500K in managed assets can pay directly until they reach that level
Most clients have two structured planning meetings per year, with additional touchpoints as decisions require.
Optional: Tax preparation through Talley Tax keeps your strategy, investments, and returns fully aligned.
A Note on Transparency
We operate on a flat-fee, tier-based structure. Compensation for investment management may also include commissions for insurance or investment products. All costs are disclosed before any decisions are made.
Want to Talk Through Your Options?
Schedule an Explore Call and we'll help you understand which engagement makes sense for your situation.
Schedule Your Explore Call