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

STARTER

$100/mo



Includes 1 hr of monthly 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

PRO

$125/mo



Everything in Starter plus:


Custom, written financial plan with multiple scenarios

Estate and risk management review

Group retirement plan analysis

CUSTOM

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

Includes:

1 hr of monthly consulting (optional)

Monthly email on important financial topics

Basic financial plan & retirement projections

Phone, email, & video conference support

Wealth Vision dashboard access

Custom, written financial plan with multiple scenarios

Estate and risk management review

Group retirement plan analysis

On-demand portfolio reviews for outside accounts

Advance Reporting

CPA, attorney, or manager integration

Unlimited consulting hours

Starter













Pro













Custom













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

Under $10k

Brokerage Platform

  • Direct Mutual Fund company access
  • Diversified portfolios
  • Automated contributions
  • Online Access
$10k to $2M

$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+

$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

FAQ


ACH, debit, credit

Yes.

We’re just that good.

Yes, feel free to click here to book a meeting with our advisors or email support@wendellcharles.com with your question(s).

Yes, please email support@wendellcharles.com and we will send a link to our full Overview Deck that walks through our services.