Simple, Straight-Forward Pricing

We believe in straight-forward, transparent pricing.  None of the products we use nor the providers we choose pay us commissions or referral fees. We are a flat fee financial advisor (fixed prices rather than a percentage of assets). Our financial planning fees are based on household size and typically range from $1,750-$2,500 a year while our investment management fees are a $750 flat fee per year per account (with multiple fee waivers available).  Use the calculator below to see how much you will pay each year to be a client of WELLth.

What If I Only Want Investment Management?

We understand that there are some people who may only want to hire us for our cutting-edge investment management strategies and not comprehensive financial planning. If that is your case, our fee is a flat $750 per account, regardless of account value.