Java Wealth Planning offers comprehensive financial planning and investment portfolio management services to individuals, families, and business owners. Founded in 2018 and based in Lees Summit, Missouri, the firm focuses on helping clients navigate retirement planning, cash flow management, tax strategies, employee benefits, and estate planning. Java Wealth Planning utilizes passive investment strategies, primarily constructing portfolios with low-cost mutual funds and exchange-traded funds designed by major providers like Vanguard and BlackRock. The firm provides ongoing support through structured agreements and tailors its recommendations to each client's specific risk tolerance, investment objectives, and financial goals.
Fee Structure
Investment management is included as part of Java Wealth Planning's ongoing comprehensive planning service, called Full Stack Support. The annual fee depends on the size of your total investment portfolio:
- Portfolios up to $2,000,000 — $9,000 per year
- Portfolios from $2,000,001 to $4,000,000 — $15,000 per year
- Portfolios over $4,000,000 — Custom quote available upon request
There is also an initial setup fee ranging from $1,800 to $4,000 due at the start of the engagement. Additional fees may apply if you have complex equity compensation, such as stock options or restricted stock units.
