Equitable and Transparent Pricing
Equip Advisory is committed to fair and transparent pricing. I am a fee-only firm – meaning I do not earn commissions or referral fees from products or tools I may recommend to you. The fees you pay for the services I provide represent the compensation I earn from working with you.
Our sliding scale rates mean that clients can pay what their income and wealth can afford, receive high quality services and support my ongoing ability to provide these offerings as broadly as possible for as long as possible.
Every household served by Equip is one more with enhanced ability to use their unique talents and resources to build a more just tomorrow for all.
A portion of our profit is donated to Free From, an organization that supports survivors of intimate partner violence to become financially stable and financially free, B-360, an organization using dirt bike culture to build bridges in communities or The SOS Fund, an organization preventing home loss and resident displacement in Baltimore City .
Wealth Architect Offerings
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The Blueprint: A holistic financial and career strategy built for your future.
Two Semi-Annual Architect Sessions: High-level check-ins to track progress and refine your roadmap.
Monthly Group Accountability: Dedicated co-working time to implement your plan with expert support.
72-Hour On-Call Support: Your "architect in your pocket" for quick gut checks and guidance.
On-Demand Tools: Monarch Money and RightCapital are included money management tools for all clients.
12 Month Commitment for Year 1
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The Blueprint: A sophisticated, integrated strategy for your personal wealth, business operations, and career.
Four Quarterly Architect Sessions: Deep-dive strategic reviews to pivot, scale, and optimize your growth.
Monthly 1:1 Accountability: Focused, private co-working time to solve high-stakes challenges with direct expert guidance.
48-Hour Priority Support: Expedited access to your architect for mission-critical decisions and business "gut checks."
On-Demand Tools: Monarch Money and RightCapital are included money management tools for all clients.
12 Month Commitment for Year 1
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In partnership with Betterment, I create and manage investment accounts for clients. The cost for this service is a percentage fee based on Assets Under Management (AUM).
Fees schedules available in our Form ADV and by request
Sliding Scale Pricing
All fees are offered on a sliding scale to increase accessibility:
Comprehensive Financial Plan: $1,000-$1,500 one-time fee (by annual income)
A reduced rate DIY option is available by request for folks with income under $60,000/yr
Hourly Financial Planning and Career Coaching: $300-450/hour (by annual income)
Body Doubling Sessions: $100/hour
Group Workshops: $100 per person, per session; 5 participant minimum
As a Certified Financial Planner with 15+ years of career and business coaching experience, clients receive expert support, detailed recommendations, and services delivered with empathy and compassion.
No matter what rate you pay, all clients receive the same high quality of service.
Short emails and text follow-ups come at no cost.