Generational Wealth Development (GWD) is a financial planning firm that offers services to individuals and high net-worth individuals. GWD provides financial planning services, and may recommend third-party professionals. GWD offers ongoing and project-based financial planning services. GWD does not manage client assets.
Fee Structure
GWD charges a recurring fixed fee for ongoing financial planning, ranging from $50 to $300 per month, depending on the client's needs and complexity. An initial fee of up to $500 covers the initial construction of the financial plan, but this fee may be reduced or waived at the advisor's discretion.
GWD offers project-based financial planning for a fixed fee between $1,000 and $10,000, or an hourly rate of $150. GWD also offers a Full Service Financial Analysis for $3,200. Fees are negotiable.