Stalwart Financial Planning provides personalized financial planning, investment consultations, and ongoing portfolio management. The firm specializes in cash flow and budgeting, education funding, retirement planning, risk management, and estate planning. Operating as a registered investment advisor, Stalwart Financial Planning acts as a fiduciary, meaning the firm is legally required to put client interests first. Services are tailored to individuals from all walks of life, with options for hourly consulting, fixed-fee projects, ongoing monthly planning subscriptions, and continuous asset-based portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiable at the firm's discretion. Non-profit organization endowment accounts have a separate lower fee schedule.
