Fee-only wealth management for newly minted and long-time millionaires.
At $1M-5M investable, retail robo-advisors undershoot while HNW boutiques may not serve under $5M. The mass-affluent gap. Key planning dimensions: tax-efficient asset location, direct indexing availability, Roth/backdoor-Roth optimization, real-estate and alternative diversification, estate-plan basics (revocable trust, beneficiaries), insurance ri
Situations we handle
- I just crossed $1M — do I need a real advisor?
- Vanguard PAS vs Fidelity Go vs fee-only RIA — which fits my asset level?
- Tax-efficient asset location across my accounts — am I set up right?
- Direct indexing — is it worth it at my size?
- Estate plan — I don't have one, what are the basics?
- Insurance review — over-insured on some, under on others?
Why a specialist. This niche requires specific knowledge that generalist advisors don't have.
Tools & guides
Millionaire Wealth Trajectory Calculator
Project your wealth trajectory and compare fee-only vs wirehouse AUM fees compounded over your investing horizon.
Millionaire's Guide to Fee-Only Financial Planning
Detailed framework — rules, tradeoffs, employer- and account-specific nuances, common mistakes.
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Fee-only advisor with no commission conflict. Free match.