Pricing

I offer strategic financial guidance tailored to individuals, families, and businesses.

My Fee Structure

I believe in complete transparency. Below is my fee structure, so you know exactly what to expect.

Ongoing Financial Planning

  • Minimum annual fee: $3,000
  • Billed monthly
  • 12-month minimum commitment
  • Applies when investable assets are below $500,000
  • Investment management is not included with this service

Investment Management

  • Available for clients with $100,000+ in investable assets
  • Priced separately using a tiered AUM fee schedule
  • AUM pricing is always shown as a grid (already on site)
  • Financial planning is included once $500K threshold is met
How Our Fees Work
  • Financial planning and investment management are offered as separate services
  • Fees are transparent, fee-only, and paid directly by clients
  • We do not receive commissions or product-based compensation

Ready to get Started

Choose a plan tailored to your needs

Personal Financial Planning

Starting at

$3k

  • Per year
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Includes:
  • Customized Financial Roadmap
  • Goal-Based Savings Plans
  • Tax-Efficient Strategies
  • Wealth Growth Planning
  • Cash Flow Optimization
  • Debt Management & Reduction
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Business Owner Financial Planning

Starting at

$6k

  • Per year
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Includes:
  • Financial Strategy & Business Planning
  • Budgeting & Cash Flow Management
  • Profitability & Cost Optimization
  • Financial Metrics & KPI Development
  • Business Modeling & Financial Projections
  • Exit & Contingency Planning
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Investment Management Fees

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My Fee Structure

I believe in complete transparency. Here’s my fee structure, so you know exactly what to expect:

Tier
Range
Annual Rate
01
$0.00 $100,000.00
1.2000%
02
$100,000.01 – $500,000.00
1.1000%
03
$500,000.01 – $1,000,000.00
1.0000%
04
$1,000,000.01 – $2,000,000.00
0.8500%
05
$2,000,000.01 – $3,000,000.00
0.7000%
06
$3,000,000.01 – $4,000,000.00
0.6000%
07
$4,000,000.01
0.5000%
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Maximize Your Financial & Business Potential

At Human Capital, we offer strategic financial guidance tailored to individuals, families, and businesses. Whether you’re looking for personal financial planning or expert CFO services, we provide structured, results-driven solutions to help you achieve your goals.

Membership

  • $29/mo

Grab any desk in the common area — 1 day/mo included. Bring your device, pick a seat, and get to work. Also includes:

  • 1 hr/mo Conference Rooms
  • High Speed Internet
  • Access to Professional Network
  • 24x7 Kitchen and Free Coffee and Beer
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Dedicated Desk

  • $89/mo

Grab any desk in the common area — 1 day/mo included. Bring your device, pick a seat, and get to work. Also includes:

  • 1 hr/mo Conference Rooms
  • High Speed Internet
  • Access to Professional Network
  • 24x7 Kitchen and Free Coffee and Beer
Join Now

Passion Is What Drives Us

We’re not just determined about doing great work.
We also love doing it.

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People Who Love Our Place

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