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410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788

631-389-2358
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Our Approach to Fees

Transparent Pricing · Client-First Advice

Our Approach to Fees

We discuss every fee openly before any work begins so you know what you are paying and why.

How We Structure Fees

Comprehensive Financial Planning

Flat annual retainer or assets-under-management (AUM) model. Pricing is customized based on the complexity of your situation and the scope of work we agree on together.

Investment Management

Tiered AUM pricing. The more you invest with us, the lower the percentage fee. Continuous oversight, rebalancing, and integrated advice are included.

Insurance and Annuity Recommendations

Commission-based when appropriate. Every compensation detail is disclosed before a recommendation is made.

All fees are discussed in the first conversation. There are no hidden costs. For the current detailed schedule, see the Fee Structure page.

How Compensation Works

Planning and investment management are primarily fee-based — a flat plan, hourly work, or an assets-under-management fee.

Insurance and annuity recommendations may be commission-based when that is the right fit.

We tell you the numbers before any recommendation. You decide with the full picture. We put our clients’ interests above our own.

What to Expect in the First Conversation

1

We Listen First

You share your goals, current accounts, and any questions about fees or complexity.

2

We Explain the Options Clearly

You will hear how each service is priced and which model fits your situation.

3

You Decide With Full Information

No obligation. No pressure. A clear path forward if it feels right.

Most introductory conversations last about 45 minutes and are complimentary.

Frequently Asked Questions

No. All fees are discussed openly during your initial conversation. There are no hidden costs.

Yes. Most introductory conversations last about 45 minutes and are complimentary, with no obligation.

They are commission-based when appropriate. Every compensation detail is fully disclosed before any recommendation is made.

Ready to Learn How Our Fees Would Work for You?

Book a complimentary conversation. We will walk through the numbers together so everything is clear before any decision is made.

Book a Complimentary Conversation Book Complimentary 10-Min Checkup

No obligation · Takes about 45 minutes · We’ll go at your pace

Atlas Benefits Advisor
Christopher J. Vargas, LUTCF®
President & Chief Benefits Strategist
410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788
Call: (631) 389-2358 · Text: (631) 904-0901
cvargas@atlasbenefitsadvisor.com
admin@atlasbenefitsadvisor.com
Hours: Monday–Friday 8:00 a.m.–5:00 p.m.; weekends by appointment

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