high-net-worth planning, with specialists in complexity
Your Financial Future Demands More Than a One-Size-Fits-All Plan.
Traditional firms can advise on your portfolio, but how many can truly anticipate what’s next? And what about the questions you haven’t even thought to ask? When your financial world becomes more complex, generic advice falls short.
That’s where our real value lies. Unlike traditional firms that rely on broad-based models, Scholar Advising is built differently. We specialize in proactive, expert-driven financial advice tailored to the complexities of high-net-worth lives. Planning that begins where conventional advice ends.
Built for Complexity. Designed for You.
We’re not for everyone. And that’s intentional.
Our firm is built to serve high-net-worth and ultra-high-net-worth individuals, typically with assets over $2 million, who need more than just investment advice. We partner with clients navigating executive compensation, private business ownership and exits, multigenerational wealth, charitable giving, and private foundations.
These aren’t side services. They are our specialty.
Your Financial World Isn’t Average. Neither Should Your Financial Advisor.
Most advisory firms are built around average clients with average needs. The typical client at traditional firms has $500,000 to $1.5 million in investable assets.
That’s not our world.
Our team is purpose-built for complexity, specializing in the planning strategies that matter when your wealth reaches a certain level. With a highly credentialed, collaborative, and deeply experienced team, we’re designed from the ground up to meet the needs of those with more at stake. We’ve spent years refining our approach for portfolios like yours, because personal finance is personal. You only get one shot to do it right, and we help make sure you do.
Real Planning. Real Value.
What sets us apart isn’t software or spreadsheets. It’s insight, and an innovative advisory model designed specifically for the intricacies of real wealth. While traditional firms can run projections, we interpret the data and bring clarity to decisions that carry real weight, like aligning your compensation with liquidity needs, navigating major equity events, or transferring wealth across generations with purpose and precision.
Clients choose us not just because of what we do, but because of how we think.
Premium Planning, Transparent Pricing.
Our planning services start at $5,000, with most plans ranging from $10,000 to $15,000. Why? Because we focus on creating deep, strategic value, not surface-level solutions. Our clients don’t come to us looking for a bargain. They come to us because they understand the cost of getting it wrong.
All with no AUM fees, no requirement for us to take control of your accounts, and no sales commissions for our recommendations.
You pay us for advice and we give you that advice. It’s a simple, true pay-for-service fee model with advice that is anything but simple.
Scholar Advising isn’t a traditional firm doing more — we’re a specialist firm built to do what others can’t even see coming.
See What It Looks Like in Action
Curious how we help clients like you? Explore our case studies to see the kinds of strategies we implement across philanthropy, equity compensation, succession planning, and more.
What’s Next?
Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.