Financial Planning
Without the AUM tax.

Flat-fee. Private. Not AI Generated.

G Financial Industry Standard
$3,500.00 Starting from
1.00% AUM annually
Zero Commissions Variable
None AUM fees 0.5–1.5% /yr
Fee-only Model Product-driven
Hand-built Authorship AI-generated

Ramy has been great to work with. Knowledgeable, responsive, and truly invested in the work. I really appreciate all his help on our finances, and he’s done a solid job across the board.

Throne Ventures