Fee-only financial advisors for wealthy individuals and families.
The $2M-$20M bracket is underserved. Retail advisors prioritize them too narrowly; UHNW shops ignore them. Planning needs span tax-efficient investing, estate basics, real-estate and alternatives, insurance optimization, and tax strategy — but at a scale where multi-family-office services are overkill.
Situations we handle
- $5M net worth — is a wirehouse worth 1% AUM vs fee-only?
- Estate planning — what do I actually need?
- Tax optimization across accounts
- Real estate vs stock allocation
- Insurance — am I covered but not over-insured?
Why a specialist. This niche requires specific knowledge that generalist advisors don't have.
Tools & guides
Wealth Coordination Calculator
Quick snapshot of what multi-account wealth coordination is worth: fee drag across accounts, asset-location gains, and tax-loss harvesting value.
Wealthy Household Financial Planning Guide
Detailed framework — rules, tradeoffs, employer- and account-specific nuances, common mistakes.
Get matched with a specialist
Fee-only advisor with no commission conflict. Free match.