Pricing
Wealth Builders
Wealth Accumulators
Wealth Accumulators
- Financial planning for DIYers and those beginning on their financial wellness journey.
- Financial monitoring for $75/month. Partnered with Elements.
- AUM Fee in addition to monthly fee
- Annual Meeting
- Tax preparation and consultations for an additional fee.
Wealth Accumulators
Wealth Accumulators
Wealth Accumulators
- Financial Planning for employed individuals and families.
- $2,500 base financial planning fee.
- AUM fee starting at $250,000.
- Quarterly meetings.
- Tax preparation included.
Wealth Creators
Wealth Accumulators
Wealth Creators
- Financial Planning for self-employed or business owners.
- $3,500 base financial planning fee.
- AUM fee starting at $350,000.
- Quarterly meetings.
- Business consultation.
- Tax preparation included.