I calculate my annual cost as a percentage of your net worth. This aligns my interests with yours when providing recommendations and enables me to be truly unbiased.

You want to be richer... and I want you to be richer as well!



The cost for me to manage your investments is calculated as a percentage of your total assets under my management and decreases as your portfolio grows.



Cooking Lesson
Buying a House


Because of the way the insurance industry is currently setup, I am only able to be compensated via commission, which the product company pays me, not you.

Many Advisors have chosen to outsource this service in an effort to be "fee-only" ... but I've chosen to retain it because it enables me to ensure my clients are taken care of properly.


How much I charge for consulting is based on the complexity and experience necessary to provide the advice.

We'll have a preliminary discussion to determine the scope of work and agree on a cost before getting started.


The views and opinions expressed on this site are strictly those of Ross Kline and do not represent the views and opinions of AFS Group or Money Concepts Capital Corp. Hyperlinks do not constitute an endorsement and does not mean the accuracy of the linked site’s content or it’s hyperlinks have been verified.

All securities through Money Concepts Capital Corp. Member FINRA/SIPC | Money Concepts Advisory Service is a Registered Investment Advisor with the SEC | All non‐securities and non‐advisory products through Money Concepts International, Inc.

 ©2020 by Ross Kline (Broker Check)