Our Fees
Transparency and value go hand in hand.
As a fee-based fiduciary firm in Tallahassee, we’ve designed our unique subscription fee structure to reflect our commitment to your ongoing financial success—no hidden costs, just a fixed fee that covers the cost of our knowledge, advice, and services.
Our unique fee model includes an ongoing planning fee and an investment management fee, as both are essential for comprehensive financial guidance, ensuring clarity without focusing solely on planning costs.
While we rarely use commission-based products and only do so with thorough discussion, we maintain a “no commissions” stance for simplicity.
For clients who prefer a one-stop approach, we can always assist with insurance implementation, with full transparency about any compensation received.
Our signature offering is a financial planning subscription fee, thoughtfully crafted to provide ongoing support to you and your family. Regular reviews and updates are an important part of our planning services. Our focus is on a change that impacts your financial future.
Our fixed subscription includes continuous advice and services that address your changing financial needs with the intention of helping you make more informed decisions.
Our fee is based on the complexity of your financial situation and the resources we employ to help you achieve your financial goals. All this information is fully disclosed in our service agreement with no surprises.
Our independence means we are not owned by Wall Street institutions that tell us what to sell our clients, regardless of our clients’ needs. We believe in open-architected solutions, not limited to proprietary products and services.
With Proper Wealth, you’re not just paying for a combination of financial services—you are gaining a full-service partner with years of experience serving clients like you.
Success Should Be a Reward, Not a Burden
Let us help you harness the full potential of your wealth and get on the path to meaningful growth. Our strategies are tailored to fit your unique goals and aspirations.
