Frequently Asked Questions

A single advisory fee based on assets under management — see the Fees & Minimums page. We receive no commissions, no product payments, and no third-party compensation of any kind. Your fee is our only revenue.

Yes, at all times and on every account. As a registered investment advisor, Resonance Financial is legally obligated to act in your best interest — unlike brokers, who are only required to recommend products that are "suitable."

At Charles Schwab, in accounts titled in your name. Resonance Financial never takes custody of client funds and can never withdraw money from your accounts, other than the disclosed advisory fee you authorize.

$1 million in investable assets, unless a specific arrangement is accepted. For those who don't need discretionary management, stand-alone financial planning is available at $350 per hour with a $3,500 minimum.

You work directly with the founder — a CFA charterholder who personally manages your portfolio — instead of a rotating cast of relationship managers executing a home-office model. Decisions are made by the person you actually talk to.

Both. Goal-based planning — retirement income, cash flow, taxes, charitable giving — is included in the advisory fee, not sold separately.

A conversation, not a pitch. We discuss your situation and goals, and you'll get an honest assessment of whether we're the right fit. There is no obligation and nothing to sign.

Yes, and we prefer to. Coordinating with your tax and legal advisors is part of the service, particularly around tax-aware trading, charitable strategies, and estate considerations.

Call 512-456-7554 or use the contact form. You'll hear back from Jason directly, usually within one business day.