Broker Check

Fees

Tax Preparation

Tax return pricing starts at $195 and increases based on the number of forms used and the overall complexity of the return.  

We also offer tax consulting and planning for both individuals and businesses for an hourly rate of $195.

Wealth Management

Fees for Wealth Management services are paid directly from your investment accounts. The fees are completely based on what type of account you have. Some accounts are fee based while others are commission based. Written documentation will be given to your prior to or at the time of purchase based on the specific product that best fits your situation.