Our Fee Philosophy
At Hartstone Wealth, we believe financial advice should be transparent, easy to understand, and aligned with your long-term goals. Our fees are simple, predictable, and based on the assets we manage on your behalf—no commissions, no hidden costs, and no surprises.
A Simple, Competitive Fee Structure
We use a tiered, assets-under-management (AUM) fee structure. As your assets grow, your effective fee declines. Most clients pay significantly less than the traditional 1% charged by many advisory firms.
What’s Included
Comprehensive Wealth Management
Ongoing financial planning
Investment management
Tax planning & strategy
Retirement planning
Estate plan guidance
Insurance and risk management
Philanthropic planning
Ready to Explore Your Financial Future?
Schedule a Complimentary Wealth Strategy Session