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Pricing & Engagement Model.
How Palatino structures advisory work and pricing.
Palatino works with individuals, families, and business owners who value clarity, structure, and long-term decision support.
Our fees are designed around complexity, responsibility, and ongoing stewardship, not product sales, commissions, or asset gathering.
How We Work
Palatino follows a decision-first advisory model.
We begin by understanding your situation, then design a clear financial architecture, and, when appropriate, stay involved to support decisions as life, business, and markets evolve.
Each engagement is intentional. Nothing is bundled, rushed, or driven by sales incentives.
One-Time Advisory Sessions.
Palatino’s one-time advisory sessions provide focused clarity and structure at key decision points.
Each session is a paid, advisory-only engagement designed to assess your situation, identify gaps, and determine the right path forward, without product sales or long-term commitment.
Clarity Session
$345
45 minutes
A focused advisory conversation to understand your situation, identify blind spots, and clarify next steps.
This session is designed to:
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Surface hidden risks and structural gaps
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Provide an external, experienced perspective
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Help you decide what matters most right now
This is a paid advisory conversation, not a sales call.
Blueprint™ Design Readiness Session
$895
75 minutes
This working session determines whether a full Palatino Blueprint™ is appropriate and how it should be designed.
We assess:
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Financial and income complexity
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Business, family, and dependency risk
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Readiness for long-term structure and coordination
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Scope and depth of Blueprint design required
This ensures the Blueprint is custom, intentional, and worth doing properly.
Blueprint™ Design Session
$3,000
2.5 hours
A comprehensive, custom design of your financial architecture.
The Blueprint integrates:
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Income and cash-flow structure
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Protection and continuity planning
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Business and personal risk coordination
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Long-term decision frameworks
You leave with a clear, structured plan, not a collection of disconnected recommendations.
This is architecture, not product advice.
Ongoing Advisory & Stewardship.
For clients who want continued guidance, Palatino offers ongoing advisory retainers focused on decision support, structure maintenance, and coordination over time.
Core Stewardship
$1,250 / month
Designed for professionals and families with emerging complexity.
Includes:
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Annual Blueprint review
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Protection and structure oversight
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As-needed advisory support
Strategic Stewardship (Most Clients)
$1,750 / month
Designed for founders, partners, and multi-income households.
Includes:
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Quarterly reviews
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Ongoing Blueprint monitoring
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Scenario planning and major decision support
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Coordination with external advisors
Private Stewardship
$2,500/month
Designed for highly complex situations and business owners.
Includes:
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Monthly touchpoints
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Priority access
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Business and family integration
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Complex decision and transition support
How Clients Typically Engage.
Most clients follow a simple, structured path:
Clarity Session → Blueprint Readiness → Blueprint Design → Ongoing Stewardship
Each step builds understanding and commitment—without pressure.
Important Notes.
Palatino does not sell financial products as a condition of advice.
Advisory services are non-discretionary unless otherwise agreed.
Asset-based fees, where applicable, are separate from advisory retainers.
Fees reflect judgment, responsibility, and long-term stewardship
Start With Clarity.
If you’re unsure where to begin, the Clarity Session is the right first step.
It will help determine whether Palatino is a good fit—and what, if anything, should come next.