Financial Planning and Advice

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