Wealthwyzr, LLC offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning services are offered on a project-based or ongoing basis. Wealthwyzr does not manage client assets.
Fee Structure
Wealthwyzr charges an annual fee of $6,000 - $12,000 for ongoing financial planning. The fee is dependent on the client's needs, complexity, estimated time, research, and resources required. Fees are negotiable. An initial fee of $500 - $10,000 covers the initial construction of the financial plan. Advisor may reduce or waive the initial fee at the Advisor’s discretion.
Wealthwyzr charges either a fixed or hourly fee for project-based financial planning. Fixed fees range between $500 - $10,000. The hourly rate is $500. The fee range is dependent on the client's needs, complexity, estimated time, research, and resources required. Fees are negotiable.