Wonderland Financial Planning, LLC (WNDR FP) provides financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management is available only to clients who have completed an initial comprehensive plan. WNDR FP is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable. Accounts of members of the same household may be aggregated for fee billing purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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