• Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
    • Workplace Benefits
  • About
  • Pricing
  • Get Started
Financial guidance for business owners
  • Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
    • Workplace Benefits
  • About
  • Pricing
  • Get Started
Straightforward and transparent pricing
Our pricing is clearly spelled out and easy to understand, so there are no surprises. 
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let's get started
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Enjoy our all-inclusive pricing to get your financial house in order

Our pricing covers all of our advisory services to help you achieve financial independence.

See all the services you get for a simple and fair price

What's included
Advisory services to help you achieve financial independence, which may include: 
  • Designing a financial strategy that will address all of your financial goals
  • Building and managing your investment portfolio(s) 
  • Identifying opportunities to continue to improve your financial situation
  • Identifying issues and problems before they become acute
  • Coordinating the activities of your other advisors (CPA, attorneys, etc.)

Pricing
Percentage of investment assets that we manage:
     1.25% on assets to $500,000

     1.00% on assets between $500,001 and $5,000,000
     0.75% on assets between $5,000,001 and $10,000,000
     0.50% on assets in excess of $10,000,000
​

Other compensation
  • Fixed or hourly pricing for financial planning/consulting or special projects. 
  • Commissions from insurance companies when insurance policies are placed. ​
Have little or no investment assets?   Alternative pricing is available. To learn more, contact us. 
Refer to our Form ADV 2A Brochure for additional information regarding our fees. 
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Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Insurance products offered through Elliott Bay Insurance LLC.
Form CRS, Privacy Policy, and Additional Disclosures.
hello@cultivant.com
206.486.8700 ext. 703
Let's get started
  • Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
    • Workplace Benefits
  • About
  • Pricing
  • Get Started