Cardone Wealth Advisors provides financial planning services to clients, including financial goal setting, cash flow analysis, retirement planning, education savings, real estate analysis, risk management, and estate planning. Cardone Wealth uses Certified Financial Planners to provide financial planning and consulting services. They partner with Domain Money Advisors, an unaffiliated SEC-registered investment advisor, for plan preparation. Clients receive a financial plan, live meetings, and ongoing access to their assigned CFP via email or chat.
Fee Structure
Cardone Wealth charges $4,800 per year for financial planning services. This includes an updated financial plan, video conference meetings, and unlimited access to your assigned Certified Financial Planner via email or chat. If you use all your included meetings, you can purchase additional coaching sessions or plan updates.