What does it cost?

 money stack
 We allow our clients to choose
 
We allow our clients to choose how we are paid for our time and services.  This empowers you to select the method you are most comfortable with and will provide you the most value.

The initial one hour meeting is provided complimentary as we get to know each other and determine if we are a good fit for your needs.

You may choose hourly, an assets under management fee or commission.
  • If you choose to pay hourly our rate for financial planning and investment advice is $180 per hour.
  • If you select an assets under management (AUM) fee our rate is 1% per year (minimum$500) on assets up to $1,000,000. Negotiable for assets above $1,000,000.
  • If you select a product that has a built in commission where we are paid the commission,  no additional charges apply for time associated with that product.


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Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. Angela Giboney participates in the Dave Ramsey SmartVestor* program. Dave Ramsey is not associated with KMS Financial Services, Inc. This advertisement is not intended as legal or tax advice and may not be relied on for purposes of avoiding federal tax penalties. All individuals, including those involved in the estate planning process, are advised to meet with their tax and legal professionals. The individual sponsoring this newsletter will work with your tax and legal advisors to help select appropriate product solutions. We do not endorse or guarantee the content or services of any website mentioned. We encourage you to review the privacy policy of each website you visit. Limitations, restrictions and other rules and regulations apply to many of the financial and insurance products and concepts presented and they may differ according to individual situations.

*SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. The contact links provided connect to third-party sites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party web sites.

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This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, FL, IN, OR, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.