Transparent Flat-Fee Model
Wealth Management Plan
$1,000/Monthbilled quarterly
Integrated investment and tax management for complex financial lives.
Tax deductible fees for business or rental property owners
Highly personalized, commission-free approach from Fiduciary
3.9%+ APY on cash equivalents (plus interest is CA-tax exempt)*
Portfolio management (taxable and IRA accounts)
Proactive Tax planning (personal and business)
Targeted Tax loss harvesting
Federal and CA State Tax filing by IRS-licensed Tax professional
Solo 401(k) setup and management
Wealth Dashboard to track net worth
Business setup including LLC creation, EIN, Business bank account
Cash secured puts for income generation (Add-on)
Covered call strategy for stock diversification (Add-on)
Business bookkeeping (Add-on)
Annual business entity compliance (Add-on)
Business invoicing and payments (Add-On)
Tax Management Plan
$3,500one time fee
Tax planning, preparation and filing for Federal and CA state.
Tax-deductible fees for business or rental property owners
IRS-licensed Tax professional with CA state expertise
Personalized tax planning and advise
Federal return prep and filing
CA return prep and filing
W2 income (including RSU)
Self-employment income
Interest & Dividends
Real Estate
Brokerage Statements
K1s
Schedule C (Sole Proprietor)
Schedule E (including Rental properties)
Itemized deductions and Tax credits
Business Deductions
Audit Support
*Yield is an annualized 4-week T-bill rate when held to maturity as of 11/03/2025. The yield shown is subject to market fluctuation. Past performance is not indicative of future returns. Investment results will fluctuate. Actual returns depend on personal and market conditions.
Ready to take control of your financial future?
Schedule a free consultation to discuss your financial goals and see how Aure can help you achieve them.