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

$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

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

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

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