It's time. Invest in yourself and your future.
Free Consultation Call
During your complimentary consultation call, you'll learn how our firm's advisor works with clients, the value you will receive from the financial advisor, the costs associated if you decide to work together and next steps. There is plenty of time for Q&A and to discuss what kind of solutions our firm can offer that make the most sense for you.
Sometimes we may not be a fit for each other, and that's okay. If that is the case, we will be honest with you and make the best recommendation we can to another firm or type of service that may align with your needs more effectively.
FREE
Insurance Solutions
Proper insurance solutions are the backbone of your long-term financial plan, because they help ensure you meet your financial goals even when the unfortunate circumstances occur. In-depth review and solutions for your current and future insurance needs based on your financial plan and goals.
Free Quotes
* Individual solutions vary in price *
Specialized Guidance
Whether it is planning for education expenses, setting up a business entity, selling a business, SS withdrawal strategies, Roth conversions and other tax strategies, estate planning or help navigating any of life's other important events that impact your finances, we are here to help you plan and strategize on what makes the most sense for your individual scenario.
We take a personalized approach to understanding your financial situation, providing tailored strategies to safeguard your assets, reduce financial risks, and optimize your long-term wealth. Since every scenario comes with its own complexities, pricing will be determined based on the scope and depth of planning required.
Hourly Rate: $250 per hour
Project-Based Fees: Determined based on scope and complexity
Investment Management
Our AUM (assets under management) fee structure is tiered to provide cost-effective investment management, with lower fees as assets grow.
Annual Program Fees range from 0.45% - 1.25%. Fees decrease at higher asset levels or when combined with other services.
* Account minimums may apply *
Tiered at 0.45% - 1.25% AUM
Estate Planning Services and Basic Estate Document Creation
Estate Planning Strategy Session – $500
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For those who need focused estate planning guidance, this service provides:
✅ Estate Inventory Review – Organizing assets, liabilities, and key considerations
✅ Existing Plan Review – Evaluating your current estate documents (if applicable)
✅ Family & Legacy Planning – Aligning your estate with your family’s financial goals
✅ Inheritance & Wealth Transfer Strategies – Planning for efficient asset distribution
✅ Estate Tax Considerations – Strategies to help minimize tax burdens (if applicable)
✅ Education on Estate Planning Concepts – Understanding key documents and strategies
🔹 This service is included at no additional cost in our comprehensive financial planning packages.
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Estate Document Creation – $500
Through our partnership with Wealth.com, we offer the creation of essential estate documents for an additional fee. This service includes:
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📜 Last Will & Testament
📜 Revocable Living Trust
📜 Financial Power of Attorney
📜 Healthcare Power of Attorney
📜 Living Will / Advance Directive
📜 Guardianship Nominations
🔒Secure digital storage (Vault)
🔀 Mapping and Visual Flow Charts
Financial Education
Sometimes you aren't ready to pull the trigger on hiring a financial advisor for one reason or another. That is okay!
For those that aren't ready, or just interested in learning more about money, investing and personal finance...we have created an online course for you to become more confident with your finances and have a working knowledge of managing and investing your money.
* Coming Soon *
Financial Planning
Brookwood Foundation Plan
Feeling stuck or unsure of where to start with your finances, this plan will give you a clear roadmap in just two sessions. No ongoing fees—just an actionable guide to help you take control of your money and future today.
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Cash flow & Budget strategy
Debt payoff strategy
Insurance strategy and solutions
Retirement savings quick-start
Basic asset allocation guidance
Basic asset location guidance
High-level investment projections
Insurance check-up/ Risk management
Emergency fund & Savings strategy
DIY execution of plan
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Minimum 2 meetings to build and review your plan.
Starting at $750
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Brookwood Essential Plan
Customized comprehensive financial plan designed for individuals and families looking for a solid, actionable financial plan.
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Retirement planning
Children's education funding
Cash flow management
Debt payoff strategy
Insurance strategy and solutions
Risk management
Estate planning guidance
Tax planning
Investment advice
Employment benefits review
Life planning
Financial goals and aspirations
Guided execution of plan
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Minimum 3 meetings to build, review, and implement your plan.
Starting at $2,500​
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Brookwood Advanced Plan
For clients with more complex financial situations, such as business owners, high earners, blended families, special needs planning, legacy concerns, equity compensation, significant real estate holdings... etc.
Includes everything in the Brookwood Essential Plan, plus:
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Advanced retirement planning
Equity compensation planning
Real estate holdings analysis
Business planning
Succession planning
Philanthropy & Charitable Giving
Comprehensive tax planning
Debt management strategy
Guided execution of plan
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Minimum 4 meetings to build, review, and implement your plan.
Starting at $5,000​
Ongoing Planning & Support
For clients who need continuous support after initial plan implementation. Ideal for the DIYers, families with complexity, business owners and higher than average income and/ or net worth.
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Quarterly review meetings including:
Proactive tax planning
Ongoing investment strategy
Retirement income strategies
Estate & legacy planning coordination
Insurance & risk management updates
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Unlimited email & phone support in real-time for financial guidance as life changes such as: job changes, inheritance, home purchases, married/ divorce, business purchases, growing families or other unexpected events.
Initial planning fee
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$6,000/year (paid upfront) → Best value
$1,750/quarter ($7,000/year)
$600/month ($7,200/year)
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Hourly Rate
For our clients that want ultimate flexibility, have smaller project needs, want a second opinion or tend to be confident in their abilities to self-implement recommendations, we do offer an hourly rate.
Paying an advisor by the hour can often times be the most cost effective way to receive financial advice.
Hourly Rate is $250 per hour
The testimonials/ endorsements shared here are genuine and voluntary, coming directly from our valued clients. Clients retain the freedom to withdraw their testimonials from this platform whenever they choose. To ensure relevance, testimonials undergo annual reviews. They are presented in their original form and with consent from our clients. Should you wish to obtain a copy of our marketing policies and procedures regarding testimonials/ endorsements, please don't hesitate to reach out to our office.