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 and we don’t charge more as you become more successful. Our financial planning fees are based on household size and typically range from $1,500-$2,500 a year while our investment management fees are a flat $750 per year per account.  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.