our fee structure

Overspending in retirement. Panic selling during downturns. Procrastinating on estate planning. Family conflict over money. Inadequate insurance, poor tax strategies, hidden fund fees and commissions—the list of costly financial missteps is long. But the most expensive mistake is often the one you didn’t see coming or didn’t plan for.

We believe that financial planning is about more than just numbers—it’s about living a life aligned with your values. Our goal is to give you the clarity, confidence, and comprehensive strategy you need to grow your wealth, protect your legacy, and experience true financial peace of mind.

We keep you on track when the world doesn’t go as planned—without selling products or collecting hidden commissions. Just honest, expert advice built around what matters most to you.

Our fee structure is competitive in nature, where we typically charge on a percentage of assets under management (AUM), the intention being to align our interests directly with those of our clients. In other words, we make money together. When contemplating a good fit, new clients generally come on board with portfolios of $500,000 and up.

In those select instances where we would like to work together with a client who does not yet have a substantial base of investment assets, we will agree to work on a flat fee basis, until such time as the client portfolio becomes material in size. All fees are agreed upon and approved by the client prior to any work.

Ultimately, our clients demand excellence in exchange for their fees, which we are proud to deliver. 

To learn more contact Taylor Amonson at +1 (403) 671-1707 or  taylor@unbiasedadvice.com