Wise Financial Counsel, LLC provides financial planning and counseling services, including a comprehensive evaluation of your financial situation to predict future cash flows and asset values. They also offer financial education services through webinars and seminars, and strategic business planning and coaching for new or aspiring business owners. Wise Financial Counsel does not manage client assets.
Fee Structure
Financial Counseling is offered on a monthly basis, ranging from $150/month to 0.1%-0.3% of the client’s gross annual income, depending on marital status, sources of income and complexity of the client’s financial situation. This service is not standalone and only available following a financial planning engagement. It includes up to four formal meetings annually and additional meetings as needed.
- Financial Planning: Fee ranges up to 3% of the client’s gross annual income ($1,500 minimum) depending on marital status, sources of income and complexity of the client’s financial situation.
- Focus Based Financial Planning: Fee ranges from $200 to $350 per hour depending on the complexity of the engagement.
- Strategic Business Planning: Starts at a fixed fee of $2,500 and ranges upward depending on the complexity of the engagement.