Plan A Wealth, LLC offers a range of advisory services including asset management, comprehensive portfolio management, standalone financial planning and consulting, portfolio monitoring, subscription-based investment services, and retirement plan consulting. The firm tailors its strategies to meet each client's specific financial goals, risk tolerance, and time horizon. Services encompass retirement planning, estate planning, tax strategies, education funding, and insurance analysis. Plan A Wealth operates as a registered investment advisor and acts in the best interest of its clients. The firm utilizes Charles Schwab & Co. as its primary qualified custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are billed quarterly in advance and are negotiable.