Simple, Flat-Fee 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 complexity and typically range from $2,000-$3,250/year while our investment management fees are a $900 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.

Does WELLth Offer One-Time/Hourly Engagements?

We believe the best client outcomes are achieved through ongoing engagements focused on creating and implementing customized investment, retirement, asset protection, and tax-minimization strategies. As such, we primarily serve individuals and families seeking a long-term partnership rather than those looking for one-time DIY-based coaching and review services. For those still interested in limited-scope hourly services, our rate is $300/hour with a minimum budget of 5 hours.

Schedule a Complimentary Call With WELLth Today

Ready to become your best financial self? We invite you to schedule a free introductory call with Chris Diodato to discuss your specific situation, financial/investment goals, and begin crafting strategies to maximize your net worth. We look forward to meeting you soon!