Financial Planning
Without the AUM tax.

Flat-fee. Private. Not AI Generated.

Georgy FinancialIndustry Standard
$1,000.00One-time
1.00%AUM annually
ZeroCommissionsVariable
NoneAUM fees0.5–1.5% /yr
Fee-onlyModelProduct-driven
Hand-builtAuthorshipAI-generated
What clients say

"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

"Ramy helped me gain a much clearer view of what’s eating up my revenue and how to price things correctly. The planning session gave me practical insights I can actually use."

Mark A.