Matthew Stelmaszek

Stellar Wealth Management charges a monthly subscription fee for ongoing financial planning and continuous monitoring, which includes an initial written financial plan, periodic check-in meetings, an annual written review, and an annual non-discretionary investment review.

• Month 1 — $500 paid at signing
• Months 2 through 12 — $350 per month, billed at the end of each month
• Month 13 onward — $300 per month, billed at the end of each month

The annualized cost is $4,350 for the first year and $3,600 per year thereafter.

• One-time financial plan — $2,500 to $30,000 depending on the complexity of your situation, the number of topics covered, and the estimated hours required, covering retirement, tax, estate, insurance, cash flow, and benefits optimization
• Hourly consultation — $350 per hour for targeted advice on specific questions or documents