Pricing
Financial Planning
Hire us as your financial plan manager to organize, optimize, and automate your financial life. Let us guide you through our Wealth Vision process, analyze your situation, and get things done to help you build and protect your wealth.

STARTER
$2,000 annually
Includes 1 hr of quarterly consulting (optional)
Monthly email on important financial topics
Education, advice, & strategy
Basic financial plan & retirement projections
Phone, email, & video conference support
Wealth Vision dashboard access

PRO
$3,000 annually
Everything in Starter plus:
Monthly 1 hr meeting (optional)
Custom, written financial plan with multiple scenarios
Estate and risk management review
Group retirement plan analysis

CUSTOM
Contact us for pricing.
Everything in Pro plus:
On-demand portfolio reviews for outside accounts
Advanced reporting
CPA, attorney, or manager integration
Unlimited consulting hours
Investment Management
Work with us as your outsourced investment manager. We are always paying attention to your accounts and proactively keep you updated in addition to providing online tools and resources. Choose between consistent dialogue and education surrounding your investment portfolio or one simple online review meeting per year.

Under $10k
Brokerage Platform
- Direct Mutual Fund company access
- Diversified portfolios
- Automated contributions
- Online Access

$10k to $2M
1% Annual Advisory Fee
- Access to world-class managers
- Proactive trading & rebalancing
- Custom portfolios
- Mutual Funds & ETF’s
- Individual stocks
- Online Access

$2M+
Contact for Estimate
- Advanced strategies and ideas
- Proactive trading & rebalancing
- Custom portfolios
- Mutual Funds & ETF’s
- Individual stocks
- Individual corporate and muni bond trading
- Cash, CD, & bond trading
- Access to Wendell Charles custom equity funds
- Online Access
- Financial Planning Included