Our Fees
A Real Plan Costs Money. You Deserve to Know How Much.
Your plan starts before any money moves. Here's exactly what you'll pay and when, step by step.
How It Works
Three Steps. No Surprises.
Step 01 · No Cost
No Cost
Schedule a Fit Visit
A focused 30-minute conversation about your goals and your situation. You will leave knowing if it is the right fit, with no pressure and no commitment on either side.
Step 02 · One-Time
$3,500
Build Your Retire Ready Roadmap™
Due at the end of your second visit. This one-time fee is where your plan gets built around your income, taxes, healthcare, investments, and legacy.
Step 03 · Ongoing · Optional
1.0–1.5%
Ongoing Wealth Management
Optional. A yearly fee based on the assets managed, debited directly from your account. You can also take the plan and run it yourself at no ongoing cost.
- Ongoing retirement and tax planning
- Management of your investment accounts
- Two strategy visits a year, plus check-ins between them
After Your Plan Is Built
You Choose What Happens Next.
Once your plan is complete, you get three options: keep it and execute it yourself, hand it to your current advisor, or let this team put it to work for you. About three out of four clients choose the third option once they see everything a tax-first retirement plan takes to maintain year after year: the Roth conversion decisions, the withdrawal sequencing, and the way one tax choice changes the next.
No long-term commitments. If your plan isn't delivering value that exceeds the cost, you're free to walk away.
Ready to Keep More of What You Built?
MOKAN Wealth is currently accepting new clients.