IWC Financial Planning creates financial plans covering investment, retirement, estate, cash flow/budget, personal finance, business, education, asset allocation, insurance, tax, and 401(k) planning. IWC Financial Planning does not sell financial products or manage assets. Plans can be stand-alone, verbal recommendations, or continuous guidance with updates.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan - Fees are charged monthly, flat, or hourly, not to exceed $15,000. The specific fee depends on the complexity of the plan and is negotiable.
- Participant Consulting Advice Services - Financial advice to qualified plan participants, including investment planning on ERISA covered qualified plans. Fees may be charged on a flat fee or hourly basis.
- Planning Website Subscription - $30 per month for maintenance of the client’s website. This service does not include investment advice or financial planning.
One-Time Plan:Up to $15,000
Hourly Rate:Up to $250/hr
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