Advisory Fees
WealthWise Asset Management, LLC is a fee-only, fiduciary firm. This means we are compensated solely by our clients, never by commissions or third-party incentives. This structure ensures our interests are perfectly aligned with yours, as we focus entirely on your financial well-being and long-term success.
How We Charge
We believe in straightforward, conflict-free pricing. Our fee structure is designed to be fully transparent, ensuring our interests remain exactly where they should be: aligned with yours.
Hourly Consulting: $150/hr
Perfect for specific questions or one-time project oversight, our hourly consulting provides fiduciary advice on an as-needed basis. Pay only for the time and expertise required to address your immediate financial concerns.
Financial Planning: $150/hr
For clients seeking comprehensive guidance without ongoing management, we offer modular or full-scale strategic roadmaps, from retirement projections to tax-efficient estate planning.
Asset Management $150/hr
Our investment management services utilize the same flat hourly fee model, providing professional portfolio oversight, rebalancing, and tactical adjustments as necessary.
FAQ About Fees
How is the initial consultation charged?
We provide an initial 30–60 minute discovery session at no cost to ensure we are the right fit for your goals.
What does 'fee-only' mean?
Fee-only means our only source of compensation comes directly from our clients. We do not accept commissions, referral fees, or kickbacks from third parties, which minimizes conflicts of interest and ensures our advice is truly in your best interest.
How are conflicts of interest handled?
As fiduciaries, we have a legal and ethical obligation to put your interests first. By choosing a fee-only model, we align our success with yours. We provide full transparency into our fee structure and disclose any potential conflicts before they arise.
What services are included in the fees?
Our fees standardly include comprehensive financial planning, investment strategy development, regular portfolio rebalancing, and ongoing advisory consultations. We aim to provide a holistic approach that covers all aspects of your financial life.
Are there any hidden costs?
No. Transparency is a core value of our firm. While third-party custodians may charge transaction or administrative fees, WealthWise Asset Management, LLC does not receive any portion of those costs.
How often are fees reviewed?
We maintain an open dialogue regarding our compensation. Fees are typically outlined at the start of our engagement and reviewed annually during our planning updates to ensure the value provided continues to meet your expectations.