Aceryx Financial Services
Hourly Financial and Investment Advice
1 HOUR | $300 *1 Hour Minimum
A right-sized option for when you need clarity on a specific topic, evaluating an investment decision, a second opinion, or updating an existing plan. We’ll agree on a focused agenda together so your time and money is well spent.
Some examples include reviewing your 401(k), using a backdoor Roth strategy, planning a sabbatical or career change, analyzing renting or selling property, evaluating Bitcoin in your portfolio, or fine-tuning your next financial move.
How It Works:
Book a session when you need clarity, direction, or a second opinion.
Sessions can be one-time or project-based, depending on your needs.
Meet virtually with a fiduciary financial planner with no sales pressure or commissions.
Share your screen to review your accounts, benefits, or documents in real time.
Ask questions about investments, Bitcoin and custody options, retirement planning, employee compensation, benefits, or other financial topics.
Receive honest, personalized advice with no product pitches.
Pay a flat hourly rate with clear, upfront pricing.
You get a follow-up email with a summary, actionable next steps, and the clarity to move forward with confidence.
The Aceryx Strategic Plan
6 Months | $5000
($2500 to start, 5 payments of $500)
The Aceryx Financial Strategic Plan is a 6-month intentional planning process and virtual engagement to create a comprehensive strategy to achieve your financial goals while educating you along the way. The value comes from going through the process to define goals, organize, and align every part of your financial life so you can move forward with clarity and confidence. Let’s build your plan together!
How It Works:
6 meetings over 6 months to educate, organize, and build momentum.
Comprehensive review and personalized recommendations covering your full financial picture, including cash flows, benefits integration, investment strategy, estate and insurance planning, and more.
1-page summary of your financial plan so you always know where you stand.
Written action plan aligned with your goals and strategy.
Secure digital access to your organized financial life.
You keep 100% control of your accounts. You stay in charge, always.
Flat-fee pricing with no product sales, Assets Under Management (AUM) fees, or commissions.
The opportunity to continue Check-Ins at a frequency that is right for you.
