Bixy Wealth LLC is a fee-only financial planning firm. Bixy Wealth provides financial planning services, including 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 an ongoing or project basis.
Fee Structure
Bixy Wealth requires clients to complete a comprehensive financial plan before engaging in ongoing financial planning. Ongoing financial planning fees range from $2,000 to $5,000 per quarter, paid in advance. This fee covers a review and update of the client's financial plan, college planning, life insurance assessment, spending and borrowing optimization, end-of-year tax planning, and health insurance open enrollment analysis.
Bixy Wealth offers a comprehensive financial plan for a fixed fee ranging from $1,000 to $10,000, paid in advance. Bixy Wealth also offers project-based financial planning at an hourly rate of $250 per hour, due upon signing the advisory contract.