Standalone planning
A standalone plan is available when the questions and deliverables are well defined. The scope, responsibilities, timing, and fee are confirmed before work begins. Ongoing monitoring is not included unless separately agreed.
Engagements and compensation
A planning relationship designed to continue through implementation.
Standalone plans are available, but our preferred relationship combines planning, investment implementation through Investia Financial Services Inc., and ongoing review.
Start with a 20-minute fit call.
The fit call identifies the decision, confirms whether it fits our scope, and determines the appropriate next engagement. Financial records are not required for this call and should not be sent through a public form.
Ways to engage Stiller Financial.
How compensation is explained.
In an ongoing relationship, Stiller Financial is generally compensated through the investment accounts and products implemented through Investia Financial Services Inc. The applicable fees and compensation are explained before implementation.
Standalone planning is priced according to the agreed scope. The fee is confirmed before work begins.
We do not publish an asset minimum. Fit depends on the planning need, complexity, and whether the relationship can be serviced properly.
How Investia fits.
Stiller Financial provides the planning relationship, portfolio strategy, investment recommendations, implementation coordination, and ongoing client service.
Where investment products and services are involved, they are offered through Investia Financial Services Inc. Client investment accounts, statements, and portal access are maintained through the Investia structure.
Insurance services are provided through Stiller Financial. Tax preparation and planning scope are confirmed separately.
Frequently asked questions.
Do you have an asset minimum?
We do not publish a minimum. Fit depends on the planning need, complexity, and whether the relationship can be serviced properly.
Can I purchase a standalone plan?
Yes, where the scope is well defined. Our preferred model continues through implementation and ongoing review.
Do I have to move investments to have an initial conversation?
No. The fit call and a standalone second opinion do not require a transfer.
Will I know the fees before proceeding?
Yes. The applicable service scope, fees, and compensation are explained before the engagement or implementation begins.
Do you accept tax-only clients?
Generally, new tax-only work is accepted for corporate clients or where tax preparation overlaps with an existing or proposed planning relationship.