Our fees
OUR PROMISE: SIMPLE, TRANSPARENT FEES
How Our Pricing Works
Financial Wellness Review
$4,500*
*Fee will be applied to your first ongoing comprehensive financial planning invoice if you sign-up within three months of review.
Ongoing Financial Planning
See pricing schedule (below)
Traditional advisors make money off of investment accounts, fees, and commissions. At wHealth Advisors, you engage with us under one transparent fee designed to minimize conflicts of interest.
Reasons:
⦁ No hidden agendas or costs.
⦁ Easy to understand.
⦁ A reflection of the value we deliver to our clients.
Our fee is a fixed dollar amount, based on your total Net Worth, reviewed and renewed annually.
Ongoing Financial Planning Fees
Your Net Worth | Annual Fee |
|---|---|
Up to $4.0M | $15,000 |
$4.0M-$6.0M | $20,000 |
$6.0M-$9.0M
| $30,000 |
$9.0M-$14.0M | $40,000 |
$14.0M+ | 3rd Party Calculator |