Fee-Only Financial Services is an advice-only practice that provides personal financial planning and investment advice to middle-income individuals and families. Sarah Wells, the sole practitioner, operates on a project or hourly basis, offering customized strategies for budgeting, retirement, tax minimization, college funding, and asset allocation. The firm does not manage client portfolios, hold client assets, or sell investment or insurance products, ensuring an objective approach. Clients are responsible for implementing recommendations and executing their own trades. The firm focuses on modern portfolio theory, emphasizing diversification, periodic rebalancing, low expenses, and tax efficiency.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly consulting — $200 per hour for personal financial planning, investment reviews, retirement projections, and other financial advice on an as-needed basis.
Hourly Rate:$200/hr
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