Independent and fee-only
Advice that answers only to you.
An independent fiduciary firm for people who built their own wealth. One flat annual fee, not a percentage of your assets. Every recommendation in writing before you act.
Your plan
Updated today
On track for retirement at 62
94%
What you pay
Flat annual fee, billed quarterly
$9,500
Maren Astrup, CFP®
Your lead advisor
Where your money is held
- Charles Schwab
- Fidelity
Who we answer to
- NAPFA
- CFP® Board
- Fee-Only Network
Who we serve
Most of our clients built it themselves.
Different situations, one need: advice from someone with nothing to sell. Start with the one closest to yours.
-
Entrepreneurs
You're building a company you may one day sell. We plan around the business, the payout, and what comes after.
What we handle: Entrepreneurs -
Executives
Equity comp, RSUs, and a position that's grown too concentrated. We make the calls with you, before the deadlines hit.
What we handle: Executives -
Families
Cash flow, education, and a clear plan for what you pass on, coordinated in one place.
What we handle: Families -
Foundations
Endowments and grant-making, with reporting your board can read in one sitting.
What we handle: Foundations
How we invest
We build the portfolio around your plan, then leave it alone unless your life changes.
Low-cost, globally diversified, and tax-aware. We trade when your plan calls for it, not when the headlines do.
- in client assets we advise
- $480M+
- fee-only, never paid on commission
- 100%
What you pay
One flat fee, set by complexity.
You pay a set annual fee based on how involved your situation is, not — not a percentage that climbs every time your portfolio grows.
The percentage model
≈ $20,000 / yr 
1% of assets, billed every year. On $2M, that's about $20,000 a year, and — and it rises as you save.
What you'd pay here
$9,500 / yr
A set number, agreed up front and shown in writing. Most $2M clients pay $9,500.
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A website for independent, fee-only wealth management firms: who you serve with a page for each client type, how you invest, flat-fee pricing, advisor profiles, insights, a glossary and client stories, for desktop and mobile. A Figma design system and an Astro site wired to Sanity CMS.