The cost of financial planning depends on the level of support you’re looking for and the complexity of your financial situation. At Wiser Wealth Management, we offer two primary options:
Wealth Management
This is our ongoing service option, which includes both comprehensive financial planning and active investment management. Our fee is based on the total assets we manage for your household and follows a tiered (blended) structure:
- First $2,000,000 – 1.00% annually
- Next $8,000,000 – 0.50% annually
- Over $10,000,000 – Custom fee arrangement
Fees are billed quarterly, and our minimum annual fee is $7,500 ($1,875 per quarter).
Financial Planning Only
If you’re looking for a one-time engagement, we offer a comprehensive financial plan for a flat fee. Pricing typically starts at $6,750 for individuals and $8,750 for more complex situations such as business ownership, multiple entities, advanced tax planning, and/or estate planning needs.
If you’re not sure which option is the best fit, we’re happy to walk you through it during a complimentary consultation with one of our financial advisors.
