Financial advice from a human, without the fax machine.
Pick Your Plan
At Hoskin Capital, we offer three clear, flat-fee pricing options to help you achieve financial freedom — and adjust as you grow.
Managed Investment Portfolio
Without those pesky management fees
4.60% APY On Cash
So all your accounts can be in one place
Work With One CFP® & CPA
There’s no time to be repeating yourself
Only Pay For What You Need
Tiered pricing to fit your needs
Foundation
$99/mo
$2,000 one-time planning fee
Get FoundationKey Features:
- Unlimited meetings with your CFP®
- Chat with your advisor 24/7
- Early access to ALL of our content
- Live monthly coaching sessions
- Financial monitoring & budgeting software
- Written financial plan
- 4-step implementation covering:
- Debt
- Cash Flow
- Savings
- Employee Benefits
Core
$199/mo
$3,000 one-time planning fee
Get CoreEverything in Foundation, plus
- Personalized investment recommendations
- Portfolio management with no AUM fee
- Complex planning for RSUs, ISOs, Self-Employment, and Inheritance
- 7-step implementation covering:
- Debt
- Cash Flow
- Savings
- Employee Benefits
- Asset Location
- Investments
- Equity Compensation
Holistic
$299/mo
$3,750 one-time planning fee
Get HolisticEverything in Core, plus
- Personal tax prep & filing
- Complete will-based estate plan
- Add a dedicated CPA to your team
- Chat with your CPA 24/7
- Meet with your CPA annually
- 9-step implementation covering:
- Debt
- Cash Flow
- Savings
- Employee Benefits
- Asset Location
- Investments
- Equity Compensation
- Tax Optimization
- Estate Planning
Written Financial Plan
Delivered within one month of sign up.
Foundation
Core
Holistic
Constitute Your Financial Ambition
Financial Status Report
Retirement Forecasts
Debt Plan
Cash Flow Optimization
Account Selection
Investment Portfolio
Tax Recommendations
Estate Plan
The Launchpad
One platform to guide your financial journey.
Foundation
Core
Holistic
Digital Onboarding
Integrated Billing
View Your Financial Plan
Track Your Action Items
Mobile App Access
Goal Tracking
Easy Access To Other Tools
Chat With Your Advisor
Schedule Meetings
Implementation
A plan is only as good as the actions you take.
Foundation
Core
Holistic
Progress Tracking
Clear To-Do List
View Meeting Summaries
Debt Strategies
Cash Flow Optimization
Savings Plan
Employee Benefits Analysis
Asset Location
Investment Implementation
Insurance Audit
Equity Compensation Planning
Tax Strategies
Curated Estate Plan
Investment Management
All the expertise with none of the percentage fees.
Foundation
Core
Holistic
Risk Assessment
Portfolio Analysis
Fully Managed Portfolio at 0% AUM
Tax-Efficient Investing
Private Stock Recommendations
Tax Loss Harvesting
Real Estate & Non-Stock Analysis
Self Employment
Own your work, own your financial freedom.
Foundation
Core
Holistic
Self-Employed Retirement Accounts
Health Insurance Analysis
Business Cash Earning 5.10%
Tax Strategies & Analysis
1099 & 1040 Tax Filing
Business Bookkeeping
Add-On
Partnership & Corporate Tax Returns
Add-On
Tax Planning
Foundation
Core
Holistic
Tax Minimization Strategies
Personal Return Prep & Filing
Annual Tax Planning Meeting
Work With A Dedicated CPA
Chat With Your CPA 24/7
Estate Planning
Foundation
Core
Holistic
Beneficiary Assignments
Last Will & Testament
Health Care Proxy
Powers of Attorney
Guardian Assignment For Pets & Kids
Craft Your Life File
“I got more than I bargained for, this was truly a comprehensive service. It was all done online, which gave me the flexibility to travel the world while still keeping my money in order.”
Corey White
Core Client
Not compensated for this testimonial
“The platform used to see all the accounts is nice and simple and gives you lots of control to change what you need. Of the advising services we have used in the past, Hoskin Capital is hands down the best :)”
Josh & Gina Lambert
Holistic Client
Not compensated for this testimonial
