Wealth Strategies Counselors, Inc. (WSC) provides financial planning services tailored to individual client needs. These services include cash flow analysis, retirement analysis, insurance analysis, portfolio analysis/investment planning, education savings analysis, and estate analysis. WSC also offers ongoing consulting services on an annual basis to review progress towards stated goals, asset performance, implementation services, and minor plan updates.
Assets Under ManagementN/A
Clients30
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
After receiving a broad-based financial plan, clients can engage Wealth Strategies Counselors for an annual update plan for 1/4 of the original fee. Clients who received a modular plan can engage WSC for an annual update for 1/2 of the original fee.
- Broad-based financial plan — $1,200.00 to $3,000.00, depending on complexity. A client with limited assets may only pay $1,200.00, while a client with a complex financial situation may pay $3,000.00.
- Modular plan — $600.00 to $1,200.00, depending on the amount of work involved and the complexity of the client’s financial situation.
One-Time Plan:$600 - $3,000
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