Pricing & how I work

Transparent fees. No surprises.

You should know what you'll pay before our first meeting. Fee-only, no commissions, no AUM games, just a clear price for the work we'll do together.

How it works

Four steps from "hi" to "we're working together."

1

Intro Call

15 minutes. We see if we're a fit. No pressure, no pitch.

2

Discovery

60-minute deep dive into your situation, goals, accounts, concerns.

3

Your Plan

Custom executive summary with two priced engagement options.

4

Ongoing Partnership

Regular check-ins, plan adjustments, response to life events.

Engagement options

Two ways to work together.

You pick the model that fits your situation. Most clients start with one and graduate to the other as their needs evolve.

Option A
One-Time Plan
$5,000+
One-time financial plan, $5,000 and up
  • Full discovery + comprehensive plan
  • Written executive summary you keep
  • Two follow-up meetings to implement
  • Coordination notes for your CPA / attorney
  • You execute the plan on your own going forward
Book an Intro Call
Option B
Ongoing Advisory
Starts at 1%
Annual fee on assets under management. Includes investment management.
  • Everything in the One-Time Plan
  • Active investment management
  • Regular rebalancing and tax-loss harvesting
  • Annual plan review and life-event responsiveness
  • A direct line for the moments that matter
  • Multi-year tax and Roth conversion planning
Book an Intro Call

Fees shown are starting points. Tim confirms the exact scope and price with you before any engagement.

What you won't find

The fees you're not paying.

Just as important as knowing what you pay is knowing what you don't.

✕
No commissions, ever I'm not paid by fund companies, insurance carriers, or anyone other than you.
✕
No minimum assets You don't need a $1M portfolio to get a real plan. There is a minimum annual fee, that's how I keep this work sustainable, but no minimum assets to work with me.
✕
No proprietary product pushing You'll see low-cost index and factor funds. Never a Rhodo-branded product, because there isn't one.
✕
No surprise charges You see the fee schedule before you sign. If the scope changes, we agree on the new scope first.

More questions about fees? See the FAQ →

See if this is a fit.

15 minutes. No pressure. Just a conversation about whether Rhodo is the right partner for you.

Book a 15-Minute Intro Call