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Financial Planning

Flat monthly fees to fit your needs & budget

Our Wealth Management Fees are Based off of the Complexity of the Engagement. We gauge this by using a formula (See Below) that takes into account a clients:

Income and Net Worth


Wealth Management Engagements Include:

  1. Household Balance Sheet Development
  2. Cash Flow Optimization/Budgeting
  3. Debt Management/Student Loan Consulting
  4. Risk/Insurance Analysis, Consulting and Implementation
  5. Employee Benefits Analysis
  6. Educational Funding Analysis
  7. Goal Based Investing Strategies and Implementation
  8. Income Tax Planning
  9. Real Estate and Private Investment Analysis and Tracking
  10. Retirement Plan Development
  11. Trust and Estate Planning
  12. Business Owner Consulting Services (Provided by our sister firm Taxable Wealth)
  13. Real Estate Investing Consulting Services (Also Provided by Taxable Wealth)


AWP Wealth Management Fee Calculator:


Your "True" Income

(as defined by AGI + any Tax-exempt Interest + Deductible Retirement Plan or IRA Contributions)

Assets

Liabilities

 

*Monthly fee is calculated as follows: 1% of "True" Income (as defined by AGI + any Tax-exempt Interest + Deductible Retirement Plan or IRA Contributions) + 0.25% of Net Worth divided by 12 (exclusive of any closely held business assets). The minimum monthly fee is $250/month.