The cost of financial planning depends on the service model you choose and the complexity of your financial situation. At Wiser Wealth Management, we offer two distinct options designed to meet clients at different stages of their financial journey:
Wealth Management
Our Wealth Management service is a comprehensive, ongoing partnership. We don’t just manage your investments, we integrate investment strategy with proactive financial planning, tax-aware decision-making, retirement projections, and continuous guidance as your life evolves. This relationship is designed to bring clarity, confidence, and coordination to every aspect of your financial life.
Clients benefit from:
- Professional portfolio management tailored to their goals
- Ongoing financial planning and strategy updates
- Coordination across taxes, retirement, and estate planning
- A dedicated advisory team for continuous support
To learn more about our full Wealth Management experience, please visit here.
Our management fees are structured as follows:
| Assets Under Management (AUM) | Annual Fee (billed quarterly) |
| First $2,000,000 | 1.00% |
| Next $8,000,000 | 0.50% |
| Over $10,000,000 | Custom Fee Arrangement |
Minimum Annual Fee: $7,500 ($1,875 billed quarterly)
Financial Planning Only
For those who prefer a one-time engagement, we offer a comprehensive financial plan starting at a flat fee of $6,750. This option is ideal for individuals seeking clarity and direction without ongoing investment management.
