Welcome to Flat, Fee-Only Financial Planning
Most financial advisors won't post your exact fee on their website. Ours is right here.
Most advisors won't post your exact fee online. Ours is right here.
I encourage Millennials to think about their payment for fee-only financial advisor services as an investment. So I purposefully don't structure the pricing like a monthly payment.
Reviews
"Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family."
– Meg M.
(25)
"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."
– Laura F.
The annual cost then decreases in following years, on average by 66%. The reason? We created a sustainable financial strategy together. So most of my Millennial clients only need me for occasional check-in meetings going forward.
And I'm happy to offer a refund at any time during our work together if you're not satisfied.
An upfront payment of $2,975 as we prepare to start
A second payment of $2,975 at the start of month #2
A final payment of $2,975 at the start of month #3
Then that covers everything for the full year. No surprise fees, commissions, or add-ons.
Our most critical financial planning work takes place during the first three months. So I structure your payments to reflect that:
Awards
"Best financial advisor for millennials"
Business Insider
"Top 100 Financial Advisor in the U.S."
Investopedia
"Top Financial Advisor"
Washingtonian
Awards
"Best financial advisor for millennials"
Business Insider
"40 Under 40" Class of 2021
InvestmentNews
"Top 100 Financial Advisor in the U.S."
Investopedia
"Best of D.C." Money Management Services
Washington City Paper
"Top Financial Advisor"
Washingtonian
Good Reasons Not To Work With Me
You want an advisor who also sells insurance, investments, or bank products
You want an advisor who has access to your bank and investment accounts
You want an advisor who says he can outperform the overall stock market
You want an advisor who doesn't decrease the price you pay after year #1
You want an advisor who only works with a few select clients (25 max for me)
You want an advisor who specializes in your specific life stage
You want an advisor whose flexible process & scheduling fit your hectic life
You want an advisor who tries to teach you, not just tell you what to do
Good Reasons To Work With Me
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