Transparent Fees
Transparent Fees
We believe working with us should be simple, easy, and rewarding. We are driven by our dedication to caring for others and nothing else.
Individual Pricing
Financial Planning
Creation of your financial plan.
One-year subscription to your WealthVision financial plan webpage.
$2,600
Ongoing Plan Only Agreement
Annual plan review.
Situational plan changes and "what ifs" modeling.
$150 per month
Plan and Investment Management
Implementation of the investment strategy that supports your financial plan.
Annual plan review.
Situational plan changes and "what ifs" modeling.
$300,000 in investable assets plan fee is waived
Family Pricing
Financial Planning
Creation of your financial plan.
One-year subscription to your WealthVision financial plan webpage.
$3,600
Ongoing Plan Only Agreement
Annual plan review.
Situational plan changes and "what ifs" modeling.
$250 per month
Plan & Investment Management
Implementation of the investment strategy that supports your financial plan.
Annual plan review.
Situational plan changes and "what ifs" modeling.
$500,000 in investable assets plan fee is waived