Transparent Pricing
One position. One flat fee. No AUM. No surprises.
Your agent gets paid when you get paid. Your trainer gets paid for the work. We believe your advisor should work the same way — paid for the work, not a percentage of everything you've ever built.
Call-Up
For players getting their shot. Build the foundation right.
Total career earnings under $500K
For players early in their career who need a financial foundation built right from the start.
- First-contract financial playbook
- Tax strategy & jock tax planning
- Insurance & risk review
- Budget & cash flow system
- Career transition groundwork
- Investment account setup & management
- Quarterly planning meetings
Core Four
For players the team is built around. Full financial specialist on your roster.
Total career earnings $500K–$10M
For established players navigating peak earnings, cross-border complexity, and family financial planning.
- Everything in Call-Up
- Cross-border US-Canada tax planning
- Advanced investment management
- Contract review coordination
- Estate planning & family protection
- Real estate & business venture analysis
- Monthly planning meetings
- Direct advisor access
Captain
For players whose legacy extends beyond the ice. Full family office coordination.
Total career earnings $10M+
For top-earning players and their families who need full family office coordination and legacy planning.
- Everything in Core Four
- Dedicated family office coordination
- Multi-entity tax optimization
- Philanthropy & foundation strategy
- Post-career business incubation
- Legacy & generational wealth design
- On-demand advisor access
- Coordination with attorneys, CPAs, agents
Why do we use total career earnings?
We use total expected career earnings — not annual — because hockey careers are non-linear. Rookies have signing bonuses. Veterans have multi-year deals. Players get traded, called up, sent down. We look at your trajectory, not last year's W-2.
Why Flat Fee Matters When You Have a Team
Your fee shouldn't depend on how well the team is doing.
Most advisors charge a percentage of what they manage. 1% might sound small. But think about what it really means: your advisor gets paid more when your account grows, regardless of whether they actually helped.
Even worse — their incentive is to keep your money in that account. Should you buy a rental property? Pay down your house? Start a business post-career? Gift to your parents? All of those decisions reduce what your AUM advisor earns. That's a structural conflict of interest baked into their model.
Every specialist on your team gets paid for the work they do. Your trainer gets paid for conditioning. Your agent gets paid for negotiating. Your advisor should get paid for planning — not for the size of your portfolio. We charge a flat fee for the work. Period.
Should you buy an investment property?
AUM advisor loses fees. We don't care about your account balance — we care about your plan.
Should you pay off your mortgage?
AUM advisor loses fees. We help you decide based on your life, not our billing.
Should you support your family back home?
AUM advisor loses fees. We coordinate your giving without a fee conflict.
Common Questions
Hockey careers don't fit in a box. Neither does our pricing.
What if I'm mid-career and earnings vary wildly?
That's exactly why we look at trajectory, not a single year. We'll talk through your contract history, where you are in your career, and where you're heading. Your tier is based on a realistic picture of total earnings — not a guess based on one season.
What if I'm traded or sent down mid-season?
Your tier doesn't change mid-season. We're on your team regardless of what jersey you're wearing. We revisit your tier each summer during off-season review — the natural time to look at the year behind and the year ahead. Contract changes, unexpected bonuses, or new family situations can trigger an earlier conversation, but the default cadence follows the hockey calendar.
What if I'm between contracts?
You still have a financial life that needs managing — maybe more than ever. We don't disappear when the income does. Between contracts is often when you need us most. Your fee stays the same because the work doesn't stop.
Do I pay the same if I play in the AHL vs NHL?
Your tier is based on total career earnings, not which league you're playing in right now. A call-up who's been in the AHL for three years has different needs than a first-rounder, and our tiers reflect that. We'll figure out the right fit together.
How do you handle signing bonus years?
Signing bonuses are part of total career earnings, but we don't penalize you for front-loaded money. A big signing bonus in year one doesn't mean you should be in a higher tier if the rest of the contract evens out. We look at the whole picture.
No Hidden Costs
Every service. One fee. No surprises.
Life-changing money should change your life.
Book your Opening Faceoff call. We'll walk through your situation, show you exactly what you'd pay, and explain how the flat-fee model works.
Book Your Opening Faceoff