Transparent Wealth Solutions (TWS) provides fee-only financial planning and coaching to individuals. TWS helps clients with retirement planning, budgeting, investment monitoring, and debt management. Services are tailored to each client's needs through comprehensive planning and coaching sessions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Ongoing advisory and planning is billed quarterly and varies based on client needs and agreement length. There are three tiers:
- Tier 1: $75-$125 quarterly for budgeting, goal setting, savings, debt analysis, financial coaching, quarterly virtual review sessions, and email communication.
- Tier 2: $175-$250 quarterly for Tier 1 support plus investment plan analysis, estate plan analysis, college funding analysis, retirement plan analysis, tax plan analysis, and real estate plan analysis.
- Tier 3: $375-$1875 quarterly for Tier 2 support plus speculative investment analysis, portfolio monitoring, and ongoing communication access.
- Retirement Plan Analysis & Creation: $1,499
- Investment Plan Analysis & Creation: $750
- Advisory or Planning Hourly: $250
Annual Retainer:$300 - $7,500/year
One-Time Plan:$750 - $1,499
Hourly Rate:$250/hr
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