WHealth Advisors provides comprehensive financial planning and investment management services to individuals, families, high net worth individuals, trusts, and small businesses. Services include tax planning, estate planning, risk management, and retirement planning. WHealth Advisors operates on a fee-only basis, meaning they do not sell financial products or receive commissions.
Assets Under Management$66M
Clients43
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management
WHealth Advisors provides ongoing investment management services as part of their comprehensive financial planning service. The annual fee is a fixed dollar amount based on your net worth. This fee is paid quarterly, in advance.
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