GW Advisors offers financial planning services including determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment review, education funding, retirement planning, and estate planning. GW Advisors does not manage investments or hold client assets. Clients work with other professionals like lawyers and accountants as needed.
Fee Structure
GW Advisors offers financial plans priced based on the complexity of the client's situation. Fees are negotiable. The minimum annual fee for fixed fee services is $1,200 and a maximum fee of $4,800. In certain cases, based upon the scope of work and complexity of the required work a higher fee may be appropriate. All proposed fees that will exceed the maximum fee must be reviewed and approved in advance by the Chief Compliance Officer. GW Advisors also provides hourly planning/consulting services for clients who need advice on a limited scope of work. The hourly rate for limited scope engagements is $300.