Comprehensive planning, investments, tax strategy, and estate work under one transparent fee. Investing is a fraction of what an advisor should do for you.
Built for employees from top companies
Everything your financial life needs, in one place, for one price. Comprehensive financial and retirement planning, estate planning, investments, tax strategy, debt solutions, and more. Included, not upsold.
See what comprehensive includes
The experience of high net worth firms, without the barriers. Start where you are, reach your advisor easily, and access modern tools to track your accounts and progress in one place.
What it's like working with us
Move on from the typical 1% AUM fee model. Transparent pricing at a meaningful discount. No hidden fees, you get the full suite with just a simple AUM fee. Because technology should let your Advisor do more, for less.
PricingAnnual advisory fee
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These are not mutually exclusive. Most clients see themselves in more than one.
Source: Vanguard, “Putting a value on your value,” July 2022. The chart assumes hypothetical growth of $100,000 over 30 years at annualized returns of 5% and 8%, with no additional deposits or withdrawals. Illustrative only. It does not represent actual investment returns, trading activity, or performance, and is not a projection, guarantee, or indication of future results. Investing comes with risk of loss.
What could you be missing?You have a lot of choices when it comes to an advisor. Aside from more comprehensive, accessible, and affordable, what else should you know about us?
Your advisor will always be your first and last contact. Never a salesperson, never a customer service rep. Because we're an independent fiduciary, we have no incentive to sell you; we do best when you do best.
Our advisor background is in corporate finance and fintech, and we prioritize a modern, digital experience for all our clients from Day 1. As an independent advisor, we aren't stuck with legacy tech; we curate each element of the offering to be best in class.
We believe in a single-point-of-contact advisor (and a human one), but also operate throughout the US remotely. You don't need to visit an office to get things done.
An RIA is a fiduciary firm that provides personalized financial advice and investment management. Our firm and advisors maintain registrations with state Securities divisions, and as fiduciaries, we are legally obligated to put your interests first.
We focus on individuals and families, particularly corporate professionals in their early to mid career. Our clients tend to value a tech forward experience, but want a human advisor that they can trust.
While our primary state registration is in Georgia, we comfortably service clients across the country via secure virtual platforms, strictly maintaining compliance with applicable state de minimis exemption thresholds and regulatory requirements.
The reality is that anyone who wants to prioritize growing wealth and a focus on their finances is ready to work with us. Our clients do often have equity compensation, alternative investments, and tax-sensitive planning needs, but we also work with individuals whose sole focus is a personalized investment portfolio that will grow with them over the next 30 years. It is never too early to start.
We are a fee-only advisory firm. That means we don't earn commissions on products, and only get paid via a % of the investments that we actively manage for you. Our fees are transparent and aligned with the value we deliver, so our incentives are always on your side. We target a discount to the traditional RIA market because we believe technology should allow advisors to return more value to their clients.
We typically consolidate accounts that are appropriate for us to manage at our preferred custodian, Altruist. We do this digitally via an “ACAT transfer,” and will not actually sell your shares in the process unless that is right for your plan. This will avoid any surprise taxes.
No. This is one of the many things that sets us apart. While we manage investments for clients, we also provide comprehensive financial planning regardless of portfolio size. Our goal is to meet you where you are, and it is a firm belief that technology can and should allow anyone to have an advisor. We do reserve the right to work with clients at our discretion.
