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Pricing

Financial planning should be transparent and available to everyone.  E.W. Wealth Management's three transparent pricing models were developed to ensure openness and accessibility to all.

Designed for:

Individuals who do not have a need for the wealth management services or do not meet the required minimums. 

 

This monthly subscription relationship is available in varying degrees of detail and meeting times per year.     

Fee Schedule:

$100 - $250 per month depending on services needed.

Fees can be deducted from investment accounts and/or paid out-of-pocket.

Wealth Subscription

Wealth Management

Designed for:

Individuals looking for comprehensive financial planning and advice. 

This traditional pricing model provides unlimited communications and meetings throughout the year.   

Fee Schedule:

Under $500,000  =  1.1%                   

$500,000 - $1,000,000  =  0.6%  

Over $1,000,000  =  0.3%   

Individuals need over $100,000 of managed assets to qualify.

Hourly Consulting

Designed for:

Short-term engagements or one-time financial plans.

Hourly work can be applied toward a wealth subscription model if a client decides to continue services moving forward.

Fee Schedule:

$150 / hour 

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. E.W. Wealth Management and Cambridge are not affiliated.

Check the background of E.W. Wealth Management,  Evan Werckenthien on FINRA's BrokerCheck

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