Childfree Wealth, LLC provides comprehensive financial planning, ongoing financial planning, and discretionary or non-discretionary investment management services. The firm specializes in helping clients evaluate their entire financial picture—including net worth, cash flow, debt management, retirement planning, employee benefits, college savings, tax strategies, and estate planning. Childfree Wealth primarily employs a passive investment strategy using index mutual funds and exchange-traded funds, focusing on low costs and long-term asset allocation aligned with client risk tolerance. The firm also offers hourly financial planning consultations for specific topics without ongoing monitoring.
Fee Structure
Childfree Wealth bundles investment management together with comprehensive financial planning. The combined service costs between $10,000 and $15,000 per year, paid quarterly in advance, and this fee is subject to a 3% annual inflation adjustment.