Important Disclosures

About Consigliere MD

Consigliere MD is a fee-only financial advisory firm serving physicians exclusively. We provide comprehensive financial planning, strategic counsel, and coordination of professional services to help physicians build and protect wealth.

What We Do

We serve as your financial general manager—coordinating strategy across all aspects of your financial life. We provide planning, analysis, recommendations, and ongoing advisory services tailored specifically to the unique financial challenges physicians face.

What We Are Not

We do not sell financial products, insurance, or securities, and we do not earn commissions. We are not CPAs, attorneys, or licensed tax preparers. We are not registered investment advisors managing client assets.

How We Work With Other Professionals

We coordinate with licensed professionals including CPAs, attorneys, tax strategists, and insurance specialists to implement comprehensive financial plans. You have two options:

Option 1: Use Your Own Professionals

If you have established relationships with your own CPA and attorney, we'll work directly with them to coordinate your financial plan. We facilitate communication and ensure all aspects of your plan work together seamlessly.

Option 2: Use Our In-House Specialists

We maintain relationships with vetted CPAs and attorneys who specialize in working with physicians. If you don't have your own professionals or prefer to use ours, we'll connect you with our specialists.

What's Included—Regardless of Which Option You Choose

Your Consigliere MD advisory fee includes the cost of essential professional services, whether you use your own CPA and attorney or ours:

You will not receive separate invoices from the CPA or attorney for these services. These costs are built into your advisory fee. Whether it's your CPA or ours preparing your taxes, you pay nothing additional. Whether it's your attorney or ours drafting your will, you pay nothing additional.

One transparent fee. Zero surprise invoices.

Our Fee Structure

Consigliere MD charges transparent, all-inclusive advisory fees. We do not charge based on assets under management (AUM). Our fees are structured as flat retainers based on the scope and complexity of services provided.

What's included in your fee:

Whether you use your own CPA and attorney or our in-house specialists, these services are included in your advisory fee. You will never receive a separate bill from a CPA for tax preparation or from an attorney for will creation.

No surprise invoices. No hidden costs. No commissions. Just comprehensive advisory for one transparent fee.

No Custody or Discretionary Authority

We do not have custody of client funds or assets. We do not have discretionary authority to trade or manage client accounts. All investment accounts remain in your name at the custodian of your choice (Vanguard, Fidelity, Schwab, etc.). You maintain complete control of your assets at all times.

Educational Content Disclaimer

Content on this website is for educational and informational purposes only. It should not be considered personalized financial, investment, tax, or legal advice. Every physician's situation is unique. We recommend scheduling a consultation to discuss your specific circumstances before making financial decisions.

Privacy & Confidentiality

We take client privacy seriously. All client information is kept strictly confidential and is never shared with third parties except as necessary to provide agreed-upon services (such as with your CPA or attorney) or as required by law.

Questions or Concerns

If you have questions about our services, fees, or disclosures, please contact us at contact@consiglieremd.com or schedule a free consultation.

Ready to Experience All-Inclusive Advisory?

Schedule a free consultation to discuss your financial goals and learn how our comprehensive, no-surprise-invoice approach can work for you.

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Contact Information

Consigliere MD
Email: contact@consiglieremd.com
Website: consiglieremd.com