Childfree Wealth provides financial planning and investment management services. They help clients with net worth, cash flow, insurance, credit scores/reports, employee benefits, retirement planning, college planning, and estate planning. Childfree Wealth offers both discretionary and non-discretionary investment management. They primarily use a passive investment strategy, building portfolios with index mutual funds or exchange-traded funds.
Fee Structure
Childfree Wealth's comprehensive financial planning and investment management service costs $10,000 - $15,000 per year, paid quarterly in advance. This fee includes financial planning software and regular meetings with a Childfree Wealth Specialist. The fee is negotiable. This service may be terminated with 30 days notice.