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.

Option #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

Option #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

Option #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

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

What’s the difference?

BOTTOM LINE

You’re not paying more—you’re getting more.

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.

Ready to Get Started?

Schedule your Complimentary 1-on-1 Review

Discover what it feels like to work with a fiduciary wealth

management team focused on YOUR goals, YOUR future, and YOUR

peace of mind.