Exponential Advisors is fee-only. That means the only money this firm earns is the fee you pay directly. No commissions, no product sales, no third-party payments. It also operates as a fiduciary, which means it is legally required to act in your best interest. Here is how pricing works.
A complete, standalone engagement. Four written deliverables you keep, whatever you decide next.
What you receive →A flat-fee ongoing planning relationship for families who want continuing advice, coordination, and implementation help while keeping their investments where they are — including TSP. The monthly fee is based on household complexity and disclosed in writing before you engage. No asset minimum. Cancel with 30 days' notice.
Planning and investment management within one relationship — everything in Monthly Financial Planning, plus discretionary management of the portfolio. Planning is included; the portfolio serves the plan.
In plain terms: on a $1,000,000 portfolio, the fee is $8,000 per year, billed from the accounts. AUM stands for assets under management, the industry term for the money an adviser manages on your behalf.
Every fee is disclosed in writing before any engagement begins. If you ever cannot explain what you are paying and what you receive for it, that is a problem, and you should ask.
