WealthMap Planning (WMP) is a financial planning firm that offers services through a 12-month engagement. WMP provides comprehensive financial plans covering areas like cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. WMP also offers optional Estate Plan and Year-End Tax Plan services. WMP is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
After the initial planning period for the Comprehensive Financial Plan, Estate Plan, or Year-End Tax Plan, WealthMap Planning offers ongoing support at an hourly rate of $300. This support is available for the remainder of the 12-month service engagement.
- Comprehensive Financial Plan — $4,500, includes up to 4 meetings and email support during a 3-month planning period.
- Estate Plan — $1,500, includes up to 2 meetings and email support during the preparation of the Estate Plan.
- Year-End Tax Plan — $1,500, includes up to 2 meetings and email support during the preparation of the Year-End Tax Plan.
- Ongoing Support - $300/hour for assistance with implementation of the Comprehensive Financial Plan or other ad-hoc questions.
One-Time Plan:$1,500 - $4,500
Hourly Rate:$300/hr
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