The cost of financial planning depends on which service model you choose and the complexity of your financial situation. At Wiser Wealth Management, we offer two options:

  1. Wealth Management – We manage your investment accounts and provide ongoing financial planning as part of that service. Our management fees range from 1.50% to 0.50% annually, based on the size of your portfolio.

  2. Flat Fee Financial Planning – For those who prefer a one-time engagement, we offer comprehensive financial planning starting at a flat fee of $5,750.

A well-crafted financial plan can help you avoid costly mistakes, uncover new opportunities, and bring clarity to your financial future.