Clear. Transparent. Built Around You.
Pricing at Wealth Advisors Who Care
You deserve to know exactly what you’re paying—and what you’re getting.
No hidden fees. No surprises. Just fiduciary advice designed to help you retire with confidence.
💼 Your Options
1. Retirement Blueprint Financial Plan
For those who want clarity before committing to full management
$1,995 (One-Time Fee)
Credited back 50% if you become an ongoing client
Includes:
Retirement Income Strategy
Social Security Optimization
Investment Analysis & Risk Assessment
Tax-Efficient Withdrawal Strategy
Estate & Legacy Considerations
Monte Carlo Probability Analysis
👉 Ideal for:
Second opinions
DIY investors
Pre-retirees within 5–10 years
📊 2. Ongoing Wealth Management (Most Popular)
Comprehensive planning + active investment management
Minimum Relationship: $250,000
Portfolio Size Annual Fee
$250K – $1M 0.95%
$1M – $3M 0.80%
$3M+ 0.60%
Minimum Annual Fee: $3,500
One-Time Financial Planning Fee
$995 upfront (50% discount from our standard $1,995 comprehensive financial planning fee)
This initial planning engagement helps establish the relationship and includes the development of your personalized financial roadmap.
No additional fee for future financial plan updates while engaged in our ongoing wealth management relationship.
Includes EVERYTHING:
Ongoing Financial Planning
Retirement Income Distribution Strategy
Tax-Efficient Investing (Including Tax Loss Harvesting)
Portfolio Construction & Rebalancing
Social Security Optimization
Estate Planning Coordination
Direct Access to Your Fiduciary Advisor
Unlimited Meetings (Virtual or In-Person)
Ongoing Financial Plan Updates at No Additional Cost
⚡ 3. Flat-Fee Wealth Management
(Tele-Wealth) via virtual platform
For clients who prefer simplicity over percentages
$9,500 Annually (Flat Fee)
Includes:
Full Investment Management
Unlimited reviews via phone or virtual meeting
Comprehensive Financial Planning
Retirement Income Strategy
Tax Strategy & Coordination
Unlimited Access & Reviews
👉 Ideal for $750K – $2M households who want predictable pricing
🛡️ Insurance & Income Planning Solutions
Life Insurance (Term, Whole, Universal)
Fixed & Fixed Indexed Annuities
Long-Term Care Planning
All solutions are reviewed in a fiduciary capacity
Any commissions are paid by the insurance company—not you
💡 Why Clients Choose Us
Boutique Firm—You’re never just a number
Fiduciary Standard—We are legally obligated to act in your best interest
Transparent Pricing—No hidden layers of fees
Institutional-Level Strategy—Without institutional complexity
🔥 2. WIREHOUSE COMPARISON
Boutique vs. Big Box:
What’s the Difference?
Wirehouse Firms Wealth Advisors Who Care
Advisor Access Limited Direct, ongoing access
Financial Planning Often extra cost Included
Fees 1%+ + hidden costs Transparent, all-in
Investment Flexibility Limited platforms Custodian agnostic
Personalization Cookie cutter approach High-touch, customized
Client Experience Transactional Relationship-driven
Fiduciary Standard Not always Always
👉 Bottom Line:
You’re not paying more—you’re getting more.
🔥 3. “WHY OUR FEES WIN”
Why Our Clients Feel Confident About Working With Wealth Advisors Who Care
1. We Focus on Outcomes, Not Transactions
Our goal is simple:
👉 Increase your probability of success
👉 Create a reliable income stream in retirement
2. We Replace Complexity With Clarity
Most clients come to us feeling:
Overwhelmed
Unsure if they can retire
Unsure how to turn assets into income
We fix that.
3. We Deliver Boutique-Level Service
Fewer clients
More attention
Deeper planning
💬 Final Thought
Most firms charge you for managing money.
👉 We charge to help you live off your money—with confidence.
