Schedule a 30-minute intro call. We'll listen to your story and tell you honestly whether we can help.
One conversation can change everything.
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Start a conversation.
We respond within one business day.
Most FamilyVest clients have $1 million or more in investable assets. Minimums are based on complexity rather than a fixed number.
We never share your information. See our Privacy Policy.
Questions first? Read our FAQ.
Here's how it works.
Three steps. No surprises. You're in control the entire time.
The Introduction
A 30-minute call to understand your situation, your concerns, and what matters most. We listen first.
The Deep Dive
If there's a fit, we dig into the details: assets, goals, family dynamics, and what keeps you up at night.
Your Plan, Built
A comprehensive strategy covering investments, tax, estate, insurance, and any special circumstances.
Who we work with.
FamilyVest serves families and individuals who take financial planning seriously enough to want a dedicated advisor, not a robo-platform or a generalist at a large brokerage. Most clients have $1 million or more in investable assets, though the common thread is complexity, not a specific dollar figure. Families with special needs dependents, business owners planning an exit, couples navigating retirement timing decisions, and multi-generational households all benefit from the coordinated planning approach we take.
Fees are asset-based: 1.00% on the first $2M, 0.85% on $2–4M, 0.50% on $4–10M, negotiable above $10M, advisory-only 0.25%. See the full schedule on our investment management page.
Planning for the long term? Your plan is built to outlast any single advisor.
We are a fee-only fiduciary practice. We sell no insurance or commission products and earn no commissions or product-sales compensation. Todd Sensing, CFA, CFP, CEPA, ChSNC, works directly with every client. There is no handoff to a junior advisor after onboarding.
Our office
Destin, FL 32541