Model Wealth is a flat-fee financial planning firm designed to serve today’s most informed consumers. We offer two simple services:
Hourly-Based Financial Planning.
You hire us as consultants to provide financial advice only. You implement our recommendations and check back with us as needed. Big picture financial reviews are quoted as a flat price based on expected hours, and typically cost between $3,600 and $5,400 (based on an expected 12 to 18 hours of work). Topic-specific advice and periodic check-ins are billed based on actual hours, at a rate of $300 per hour.
Flat-Fee Wealth Management.
Once you have a financial plan, we can implement it on your behalf and help you manage your wealth on an ongoing basis. Fees for this service are based on complexity, and typically range in price from $5,000 to $7,500 per year. Our typical client using this service has (a) financial assets in excess of $1 million and/or substantial income and (b) a financial need that cannot effectively be satisfied with hourly-based financial planning.
No matter the relationship you maintain with us, we strive to deliver the most pure and transparent financial planning experience without the feel of a sales pitch. For more information, give us a call at (630) 381-1171 or email us at firstname.lastname@example.org.