Erlandson Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and families. The firm assists clients with a wide range of financial topics, including investment planning, retirement planning, estate planning, charitable giving, education planning, tax planning, real estate analysis, mortgage and debt analysis, and insurance evaluation. Erlandson Wealth Management offers asset management exclusively through a wrap fee program where all transaction costs are bundled into the fee. The firm builds customized portfolios using mutual funds, exchange-traded funds, and individual securities, relying primarily on fundamental and technical analysis combined with a long-term perspective. Erlandson Wealth Management does not have discretionary authority over accounts, meaning clients must approve trades before they are executed. The firm does not require a minimum account size to open and maintain an account.
Fee Structure
- Financial planning and consulting — $400 for an initial plan and consultation (covering up to 4 hours). If additional time is needed, Erlandson Wealth Management charges $200 per hour, with a total cost cap of $3,500. This fee is waived or rebated if you hire Erlandson Wealth Management for asset management.
- College Aid Pro educational planning — $400 upfront fee for college financial planning and aid strategy. Consultations exceeding 4 hours are billed at $200 per hour.