Planning for Today, Progressing Toward Tomorrow.

Services & Packages That Grow With You.

From foundational planning to advanced digital asset integration, Exponential Advisors supports Army veterans with transparent pricing and unparalleled expertise.

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Financial Strategies Tailored for Army Veterans

Pick Your Billing Lane — Same Planning, You Choose How to Pay

Every veteran deserves clear, fair, and faith-driven financial planning. At Exponential Advisors, you get the same full-scope planning either way — you just choose your preferred billing lane.

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Catalyst

“Get Started with a Spark” – Build a strong foundation for financial growth.

1% AUM
$2,000 initial planning fee
$300 monthly subscription

You'll Get:

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Comprehensive financial plan.
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Standard investment management.
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Digital portal & behavioral resources.
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Recommended

Accelerator

“Amplify Your Momentum” – Expand strategies with added expertise.

0.75% AUM
$2,000 initial planning fee
$600 monthly subscription

Everything in Catalyst, Plus:

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Macro research access.
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Crypto advisory basics.
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Estate & tax collaboration.
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Annual strategy session.
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Singularity

“Experience Exponential Transformation” – Comprehensive, white-glove service.

0.50% AUM
$5,000 initial planning fee
$1,200 monthly subscription

Everything in Accelerator, Plus:

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Elite research access.
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Advanced crypto strategies.
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Full estate & tax integration.
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24/7 advisor access.
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Exclusive events & reviews.
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AUM (Assets Under Management)

“Please manage it for me.”

1.00% on first $1,000,000
0.75% on next $1,000,000
0.50% above $2,000,000

You'll Get:

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Portfolio management (investment strategy, rebalancing, tax efficiency)
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Comprehensive planning included (retirement, benefits, estate basics, etc.)
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Billed directly by your custodian
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Recommended

Planning
Subscription

“I’ll invest myself, but I want expert guidance.”

$250–$1,000/month (based on complexity)
Cancel anytime with 30 days’ notice

Everything in AUM (Assets Under Management), Plus:

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Same comprehensive planning as AUM (minus investment management)
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Perfect for DIY investors or held-away assets
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Billed monthly via ACH/credit card
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Singularity

“Experience Exponential Transformation” – Comprehensive, white-glove service.

0.50% AUM
$5,000 initial planning fee
$1,200 monthly subscription

Everything in Accelerator, Plus:

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Elite research access.
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Advanced crypto strategies.
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Full estate & tax integration.
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24/7 advisor access.
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Exclusive events & reviews.
Get Started With a Free Assessment
Honesty, Clarity, and Proven Results

The Exponential Promise

At Exponential Advisors, we believe that true financial partnership means standing by our word—and by our clients. That’s why we offer the Exponential Promise: if you’re not completely satisfied with our service within the first 90 days, we’ll refund your entire initial planning fee, no questions asked.

We keep fees fair

Our “Never Double-Charged” Promise

At $500k managed → subscription cut in half

At $1M+ managed → subscription waived

What’s Always Included

  • One-page financial roadmap + ongoing planning

  • Faith-based planning (Biblical stewardship, legacy)

  • Military & veteran benefit optimization

  • Quarterly check-ins + on-call questions

  • Bitcoin & digital-asset coordination

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Father and son hugging

Which Lane Might Fit Me?

  • DIY saver with $250k + rental

    Subscription ~$350–$500/mo

  • Dual-career family with $750k + equity comp

     AUM ≈ $625/mo

  • Retiree with $1.5M → AUM

    $1,146/mo (subscription waived)

Next Step

No matter the lane, you get comprehensive planning, military precision, and faith-driven stewardship.

Schedule Your Free ConsultationTake the Veteran Wealth Scorecard
Services for Military Veterans and Innovators

Our Services at a Glance

We’re here to help with all your financial needs—whether you’re a veteran navigating benefits or exploring new investments like digital assets. Our personalized approach ensures you have the guidance and support you need, no matter where life takes you.

We Offer The Following...

Financial Planning

We help you manage your budget, optimize cash flow, and create personalized strategies for retirement and investment.

Digital Assets

We guide you in integrating digital assets like cryptocurrency into your financial plan for future growth.

Tax Strategies

Our tax-efficient strategies minimize burdens while maximizing growth, with expertise in crypto tax planning.

Debt Management

We help reduce debt and improve your credit score for better financial health and future opportunities.

Risk Management

We review your insurance coverage and recommend changes to protect against life’s unexpected risks.

Estate Planning

We work with you to create a plan for your estate, including wills and trusts, ensuring your legacy is secure.

Military Services

We optimize military benefits and pensions while helping veterans transition to civilian careers with financial success.

Free Resources

We host workshops and provide ongoing content to keep you informed on financial planning and digital trends.

AI-Driven Insights

Using AI, we create customized strategies, offering deeper market insights and efficient planning.

Personal Experience

We offer high-touch service and a seamless onboarding process, building long-term, trusted relationships.

Services for Military Veterans and Innovators

Our Services at a Glance

We’re here to help with all your financial needs—whether you’re a veteran navigating benefits or exploring new investments like digital assets. Our personalized approach ensures you have the guidance and support you need, no matter where life takes you.

We Offer The Following...

Financial Planning

We help you manage your budget, optimize cash flow, and create personalized strategies for retirement and investment.

Digital Asset Advisory

We guide you in integrating digital assets like cryptocurrency into your financial plan for future growth.

Tax Strategies

Our tax-efficient strategies minimize burdens while maximizing growth, with expertise in crypto tax planning.

Debt Management

We help reduce debt and improve your credit score for better financial health and future opportunities.

Risk Management

We review your insurance coverage and recommend changes to protect against life’s unexpected risks.

Estate Planning

We work with you to create a plan for your estate, including wills and trusts, ensuring your legacy is secure.

Military Services

We optimize military benefits and pensions while helping veterans transition to civilian careers with financial success.

Free Resources

We host workshops and provide ongoing content to keep you informed on financial planning and digital trends.

AI-Driven Insights

Using AI, we create customized strategies, offering deeper market insights and efficient planning.

Personal Experience

We offer high-touch service and a seamless onboarding process, building long-term, trusted relationships.

Financial Planning

We help you manage your budget, optimize cash flow, and create personalized strategies for retirement and investment.