Future Wallet is a fee-only registered investment advisor offering investment management and financial planning services. Investment management is bundled with financial planning. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Future Wallet may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$3.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.3M
Fee Structure
Planning is included in investment management
Future Wallet does not offer investment management as a standalone service; it is bundled with financial planning. If applicable, fees owed to outside managers are included in client fees.
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