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-$3,000/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.