They offer three membership plans: Essentials ($1,800/year renewal), Strategic ($2,500/year renewal), and Comprehensive ($4,500/year renewal). These plans include financial plan updates, live meetings, and unlimited advisor access via email or chat.
Initial financial plans cost $3,200 (Essentials), $4,500 (Strategic), or $7,800 (Comprehensive) for the first year. Additional assistance outside the plan scope is billed hourly at $500/hour.
104 S Michigan Avenue, Suite 1400, Chicago, IL, 60603
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →