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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© 2019 by WellPlanned Finance PLLC

WellPlanned Finance PLLC

1801 E 51st St, Ste 365-297

Austin, TX  78723

(512) 582-3423

WellPlanned Finance PLLC is a Registered Investment Advisor in the state of Texas