Pricing-imgPay the way YOU
want to pay.
We offer multiple pricing options including pay by-the-hour for quick and easy help.
*Total Portfolio Value does not include company retirement accounts such as a 401(k), 403(b), 457(a), real estate, or value of a business. This figure represents the sum of your Individual Retirement Accounts (IRAs), Roth IRAs, Brokerage Investment Accounts and any other accounts directly managed by WealthGuides.
Financial Planning
- Investment Analysis
- Employer Benefits Review
- Insurance Planning
- Estate Planning
- Retirement Planning
- Goal Planning
- Tax Savings Strategies
- Equity compensation Analysis
- Budgeting
- Cash Flow Analysis
- Client Portal & Mobile App
$499 / Month Subscription
Wealth Management: Foundations Package
Investment Portfolio Between: 0 - $100,000
- All Financial Planning Services +
- All Investing Services +
- Strategic Planning with Accountants, Tax Professionals, Attorneys, Insurance Brokers, and other as needed professionals.
- Analysis & Execution of Advanced Tax Strategies such as Roth Conversions & Mega-Back Door Roths.
$399 / Month Subscription+.083% of Account Value / Month
Ex. Investing $75,000: pay 75,000*(.083%) = $62.25 / month + discounted financial planning fee of $399/month. Total = $461.25 / month
Wealth Management: Ascending Package
Investment Portfolio Between: $100,000 - $600,000
- All Financial Planning Services +
- All Investing Services +
- Professional Tax Prep and Planning Service +
- Strategic Planning with Accountants, Tax Professionals, Attorneys, Insurance Brokers, and other as needed professionals.
- Analysis & Execution of Advanced Tax Strategies such as Roth Conversions & Mega-Back Door Roths.
$299 – $99 / Month Subscription¹+.083% of Account Value / Month
- All Financial Planning Services +
- All Investing Services +
- Professional Tax Prep and Planning Service +
- Professional Estate Planning Services & Document Creation (Wills, POAs, and Some Trust Documents)
- Execution of Advanced Tax and Wealth Planning Strategies .
$0 / Month Subscription+.083% of Account Value / Month²
Investing
$25,000 minimum
- Portfolio Analysis and Management
- Investment Planning Based on Your Goals
- Portfolio Income Planning
- Tax Loss Harvesting
- Risk Analysis
- Monthly Statements
- Client Portal & Mobile App
- Asset Location and Allocation Analysis
- Guidance on Retirement Account Contributions
.083% Of Account Value / Month²
Ex: $100,000 account would pay $83.33/ Month
COMMITMENT DISCLOSURE:
Please read: All our standard service models require a 6-month initial commitment. If you cancel your service and choose to re-engage with us down the road you will be required to complete a 6-month initial commitment again to allow us to re-orient and update your financial plan and/or investment account.
Additional Notes:
¹ Monthly subscription fee for Wealth Management: Ascending Package varies based on investment portfolio size. Monthly subscription fee decreases by $50 in investment portfolio increments of $100,000. For example an investment portfolio between $100,000-$200,000 would have a subscription fee of $299 month, while an investment portfolio between $200,000-$300,000 would have a monthly subscription fee of $249 and so on.
² Decreases in monthly rate for amounts above $1 million. The advisory fee is a blended tier. For example, for assets under management of $1,500,000, a Client would pay 1.00% on the first $1,00,000 and 0.90% on the remaining balance. The monthly fee is determined by the following calculation: (($1,00,000 x 1.00%) + ($500,000 x 0.90%)) ÷ 12 = $1,208.33.
The following rates are charged when reaching the respective invested amount brackets:
Assets Under Management Annual Advisory Fee $0 – $1,000,000 1.00% $1,000,001 – $2,500,000 0.80% $2,500,001 – $5,000,000 0.60% $5,000,001 – $10,000,000 0.40% $10,000,001 – $15,000,000 0.20%$15,000,000 + Custom
Hourly Financial Advice
Topics we Advise On:
- Retirement Planning
- Budgeting
- Investment Portfolio Analysis
- Cash Flow Planning
- Employer Benefits
- Stock Compensation
- Tax Planning
- Insurance Reviews
- Estate Planning
- Expense Planning
- Inheritance Planning
$299 / hour
Click here to schedule your 1-Hour Consultation.
If you need more than 1 hour of consulting your advisor will address that with you.
IMPORTANT: After scheduling your meeting we will send you a financial questionnaire to prepare for our call. Please fill out the questionnaire that we send you at least 2 business days in advance of your meeting so that we are able to be adequately prepared to make the best use of time.
Fixed Fee Financial Plan
We will create and manage a plan that includes:
- Cash Flow Planning
- Tax Planning
- Investment Management
- Employer Benefits
- Compensation Analysis
- Insurance / Risk Management
- Trust, Estate, and Inheritance Planning
- Education Planning
- Client Portal and Mobile App
$2,500 – $15,000
annually, price varies depending on the complexity of your situation
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