RO2 Wealth offers financial planning services covering goal setting, cash flow and debt management, investment analysis, retirement planning, business strategy, education planning, estate planning, risk management, and tax planning strategies. Clients receive advice via phone, chat, or video chat and are not obligated to implement RO2 Wealth's recommendations. RO2 Wealth does not manage client investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
After the first year, clients can choose to continue with ongoing financial planning reviews:
- Essentials: $1,080 per year ($90/month or $270/quarter)
- Premium: $2,400 per year ($200/month or $600/quarter)
- Concierge: $4,200 per year ($350/month or $1050/quarter)
These reviews help clients stay on track with their financial, tax, estate, and family goals, and the plan is adjusted to reflect life changes or market shifts.
RO2 Wealth offers initial financial planning services for a 12-month period:
- Essentials: $1,200 ($200 setup + $100/month for 10 months), includes a comprehensive financial plan and up to 4 video meetings per year, plus unlimited access to the advisor via phone, email and chat. Households of two or more may incur an additional $500 fee.
- Premium: $3,000 ($200 setup + $280/month for 10 months), includes the Essentials plan plus quarterly portfolio analysis with 2 additional virtual sessions.
- Concierge: $5,000 ($200 setup + $480/month for 10 months), includes the Premium plan plus digital estate planning document creation and advisor deep dives into complex topics.
Annual Retainer:$1,080 - $4,200/year
One-Time Plan:$1,200 - $5,000
Hourly Rate:$300/hr
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