Our Pricing

In case you haven’t noticed, we aren’t your average accounting or wealth management firm. From our planning approach to the team-based solutions we create — nothing about EAC or EWM is ordinary.

And that includes our pricing.

As fiduciaries, our sole focus is to fulfill your needs so you can reach your goals. We don’t have sales quotas and refuse to accept third-party commissions. Because your financial future deserves more than commission-based advice driven by someone else’s personal profit.

We’ve eliminated time-based fees and replaced them with tiered pricing packages that are transparent, straightforward and comprehensive. Individual plans start at $1,500 and business advisory plans start at $2,500. Regardless of which package you choose, you’ll receive dedicated attention from our team, a customized strategy based on your needs, and guidance from both EAC and EWM professionals.

From managing your personal finances to coordinating a financial strategy for your business, our pricing structure is designed to take our eyes off the clock so we can focus on helping you succeed. Because when you succeed, so do we.

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