SERVICE COMPARISON

PERSONAL COMPREHENSIVE  FINANCIAL
PLANNING

 

 
 
TARGETED
ADVICE

 

 
 
INVESTMENT 
MANAGEMENT

 

BUSINESS
FINANCIAL
MODELING & ANALYSIS

 

What it is

 

Full financial plan covering seven main areas of personal financial planning

 

Advice on a single topic of your choice

 

High-quality financial modeling geared towards startups and small business owners with minimal finance experience
Portfolio allocation, rebalancing, and tax loss harvesting

 

Time Period

 

One year, renewable annually

 

Generally 2-4 weeks

 

Generally 2-4 weeks

 

One year, renewable annually

 

Advisor
Access

 

Unlimited access to advisor via phone, email and virtual conferencing.

 

Unlimited access to advisor via phone, email and virtual conferencing.

 

Unlimited access to advisor via phone, email and virtual conferencing.

 

Unlimited access to advisor via phone, email and virtual conferencing.

 

Pricing

 

Annual fee billed monthly in arrears at $200/mo to $500/mo, depending on complexity
​
Upfront charge of $2,500

 

One-time fixed fee of $500 to $1,500 
depending on complexity

 

One-time fixed fee of $400 to $2,500 
depending on complexity

 

Annual fee billed quarterly in arrears based on market value

 

​
$0 - $500K           1.00%
$500K - $1M         0.75%
$1M and Above     0.50%

 

Other

 

Optional add on for future touch base meetings and model refreshes
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WellPlanned Finance PLLC

1801 E 51st St, Ste 365-297

Austin, TX  78723

(512) 582-3423

© 2019 by WellPlanned Finance PLLC

WellPlanned Finance PLLC (“WPF”) is a registered investment advisor offering advisory services in the State of Texas where registered/notice filed] and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WPF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WPF, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.