redefining-financial-advice -updatedGuides For Your Journey to Lasting Wealth.
Helping Growing Income & Growing Net Worth Households Maximize Wealth Potential & Achieve Full Financial Fulfillment.
As Seen In
Life is filled with financial decisions.
We help you make the right ones.
estate-planningEquity Compensation
Analysis
Investment-analysisRetirement Planning
cash-flowCash flow.
risk-managementInsurance & Risk Management.
documentTax Prep & Planning
Investment-analysisInvestment Management
risk-managementFinancial Planning
estate-planningEstate/Legacy Planning
cash-flowRisk/Reward Optimization.
Investment-analysisDiversification.
risk-managementLow Cost Investment Selection.
estate-planningTax Loss
Harvesting.
Specialties-update-imgWhat We
Do Best.
We offer expertise in a variety of areas but here are a few of our specialties:
pay-only-for-the-service-you-needPay only for the
service you need.
We offer multiple service packages including pay by-the-hour for quick and easy help.
advicersWe are more than
advisors.
We are trusted guides. Fiduciaries and CFP® certified professionals, committed to helping you navigate the complexities of your financial life.
That means no confusing products, no pushy salesman. Just plain, transparent financial advice to help you build and manage wealth.
our-partnersWe’re New,
Our Partners
Are Not
Here’s just a few of the industry leaders that we work with:
charles-schwab-logo 
vanguard-logo 
xypn-logo 
bc-brokerage-master-logo-large-full-lockup-color-1-rgb-900px-w-72ppi (5) 
right-capital-logo-updated 
advicepay-logo
updated-img-bandbNight Hours.
We understand the challenges of a busy schedule. Whether you’re coming home from work, putting the kids to bed, or handling late-night errands, our team is flexible to meet when it’s most convenient for you.
Don’t make your financial decisions alone.
Explore advice that goes beyond the numbers. Discover how a wealth guide can lead you on your journey to financial success.
FAQs
Who do you work with?
We primarily serve millennials, however we also work with individuals and families at different life stages who value transparent, goal-oriented financial advice.
Do I have to move my investments to WealthGuides to work with you?
No, you don’t! We offer standalone financial advice without requiring control of your investment portfolio.
How is my account invested?
We take a goals-based approach to investing. By identifying your financial goals first we can implement investment strategies that achieve the optimal balance of risk and return. We primarily utilize low-cost diversified mutual funds and exchange traded funds (ETFs) to implement those strategies.
How do you charge for your services?
We offer flexible pricing based on your selected service and desired payment method:
– Assets Under Management (AUM): A percentage of your managed assets.
– Monthly Subscription: $499/month for ongoing planning.
– Fixed-Price Projects: $2,500–$15,000 based on project scope.
– Hourly Rate: $299/hour for general financial questions.
Our transparent and unique pricing model is posted right on our website for all to see.
Do you offer discounts?
Yes!
We offer discounts on our monthly financial planning subscription for clients that decide to start investing with us. You’ll still be charged for our investment management service but your total price for the package of both services will go down.
Additionally, if investing more than $400,000 you will receive our financial planning services, regardless if you signed up for them, for no additional charge.
Can I change my payment method later?
Yes, our pricing structure is designed to be flexible. If your situation changes, we can discuss moving to a different payment option, such as from hourly to monthly or AUM.