Wealth Wise Planning (WWP) offers financial planning services to individuals. WWP is a fee-only firm, meaning it only gets paid by its clients for its services. WWP offers both project-based financial planning for specific needs and ongoing financial planning for continuous support. WWP does not manage investments.
Fee Structure
Wealth Wise Planning offers ongoing financial planning for a monthly fee. There is an initial fee between $500 and $5,000 to create the financial plan. The monthly fee is $100 per hour plus $25 for online planning. The total monthly fee depends on the client's needs, complexity, and time required. Fees are negotiable.
Wealth Wise Planning offers project-based financial planning for a fixed fee between $250 and $5,000, or an hourly rate of $100. The fee depends on the client's needs, complexity, and time required. Fees are negotiable.