Our Fees
Transparent pricing designed to match your stage of life and level of financial complexity.
Full Service
Built for pre-retires or retirees who have built and accumulated wealth, but need help managing its complexities.
Percentage of assets under management (AUM)
Our services are structured around your stage of life and financial complexity.
Our services are structured around your stage of life and financial complexity.
High Performing Professionals
Built for equity compensated and high earning professionals in their early-mid career who want to invest in their personal finances and reclaim their time in the process.
→ Cash Flow Planning
→ Equity Compensation Planning (ESPP, RSUs, Stock Options)
→ Debt & Student Loan Planning
→ Tax Planning
→ Investment Management
→ Insurance Planning
→ Employee Benefits Planning
→ Estate & Legacy Planning
→ Retirement Planning
High Performing Solopreneurs & Business Owners
Built for entrepreneurs in their early-mid career who want to invest in their personal and business finances and reclaim their time in the process.
→ Personal Financial Planning
→ Business Entity Analysis
→ Owner’s Pay Analysis
→ Exit & Transition Planning
→ Real Estate Analysis
Have you Met Your DIY Expiration?
Do you know your personal finances deserve more attention than you can give them? Stillwater helps high-earners, pre-retirees, and retirees plan intentionally to achieve their financial goals at all stages of life.