Dope CFO Wealth Management (DWM) provides financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, and corporations. DWM is a fee-only firm, meaning it only receives compensation from clients for its services. DWM offers both project-based and ongoing financial planning services. Ongoing services are offered at three levels: Dope Path, Dope Facilitation, and Dope Legacy.
Fee Structure
Dope CFO Wealth Management offers three levels of ongoing financial planning services:
- Dope Path: $3,000 per year
- Dope Facilitation: $6,000 per year
- Dope Legacy: Minimum $10,000 per year (based on complexity)
All ongoing financial planning services have an upfront charge of $1,500. The annual fee is billed in advance in equal monthly payments. Services may be terminated with 30 days' notice, and any unearned fee will be refunded.
Dope CFO Wealth Management offers project-based financial planning services for $250 per hour. Half of the fee is due at the beginning of the process, and the remainder is due upon completion. Clients may terminate at any time with written notice, and a prorated refund will be given for any unearned fees.