Let’s Chart Your Course Together
Your financial journey doesn’t need to be complicated or stressful. With St. George Wealth, you get a steady hand at the helm, a trusted co-pilot, and a plan built around you.
If you’re ready to stop worrying about missed opportunities or hidden taxes — and start working toward real, meaningful financial freedom — I’m ready when you are.
Pricing & Planning
Clear, Transparent, and Built Around Your Life
Retirement isn’t a guessing game — and your financial plan shouldn’t be either. At St. George Wealth Management, every relationship begins the same way: with a financial plan that fits the complexity of your life. Not because it’s a rule… but because it’s the only way to deliver confident, tax-smart decisions for the next 5, 10, or 20 years.
Your plan is your compass — the Anchor Process that guides every move we make together.
From there, you choose the level of support you need, and whether you’d like us to manage your investments as well.
Financial Planning Tiers
Built on structure. Driven by strategy. Designed for clarity.
Pricing aligns with the complexity of your financial life and the depth of strategy required.
Harbor Plan — Starts at $5,000
Best for: Foundational planning, early-stage complexity, households seeking clarity and direction.
Engagement: 6 months
Includes:
- Budgeting & cash-flow guidance
- Retirement projections
- Risk review
- Basic investment alignment
Perfect if you’re 10+ years away from retirement and want a strong, strategic foundation before complexity ramps up.
Mariner Plan — Starts at $7,500
Best for: Moderate complexity, mid-career professionals, dual-income households, and early business owners.
Engagement: 9 months
Includes:
- Tax strategy & optimization
- Education planning
- Insurance review
- Estate document preparation
Ideal for families 5–15 years from retirement who need strategic tax planning and multi-layered coordination.
Admiral Plan — Starts at $10,000
Best for: High-complexity households — business owners, multi-property investors, blended families, legacy-focused planners.
Engagement: 12 months
Includes:
- Business planning
- Charitable giving strategy
- Family governance
- Coordination with CPAs & attorneys
A fit for those nearing retirement or already in the “Retirement Red Zone” who require comprehensive planning and ongoing strategic oversight.
Investment Management (AUM Pricing)
If you’d like us to manage your investments, we provide long-term, tax-aware portfolios designed to complement — not replace — your financial plan.
Portfolio Value | Fee |
|---|---|
Up to $400,000 | 1.25% |
$400,001 – $999,999 | 1.10% |
$1MM – $2.99MM | 1.00% |
$3MM – $5.99MM | 0.90% |
$6MM – $8.99MM | 0.80% |
$9MM+ | 0.70% |
A financial plan is required to engage in investment management. Planning fees may be reduced or waived at higher asset levels.
Hourly Consulting — $750/hr
Need help with a single decision?
A one-time strategy session is perfect for:
- Employer benefit reviews
- Second opinions
- Major life or financial decisions
- Navigating a complex choice without committing to a full plan
Ready to Chart Your Course?
The Anchor Process gives you structure, strategy, and confidence — whether you’re:
- 20 years from retirement and ready to optimize early
- 10 years out and tightening your tax strategy
- In the retirement “red zone” and need precision, not guesswork
We don’t guess. We plan. And we stay with you every nautical mile.
