How does fee-only pricing work?

We charge transparent advisory fees—AUM-based, hourly consulting, or fixed-fee plans. No commissions; fees disclosed in writing before engagement.

What to expect in a complimentary 45-minute consultation?

We listen to your goals, review available documents, and outline next steps and options. No obligation.

How does WealthWise safeguard client data and privacy?

We use 256-bit encryption, secure video conferencing, and do not sell or share data without explicit consent.

What is the cancellation and satisfaction policy?

30-Day Satisfaction Guarantee for planning fees; terminate at any time with written notice; pro-rated refund of unearned fees for current quarter.

Build Wealth with Confidence.

Trusted, fee‑only advisors who turn anxiety into clarity — complimentary 45‑minute consultation.

Schedule Your Free Consultation Download the Wealth Building Blueprint

Fee‑OnlyFiduciary Pledge30‑Day Satisfaction Guarantee

We measure success by client outcomes, not product pushes. Complimentary consultations available in-person or virtually. Response expectation: all client inquiries answered within one business day; urgent matters addressed immediately.

Advisors in downtown office, warm conversation

CFP • CFA • CPA

2024 Excellence in Wealth Management

Top 10 Regional Firm (3 yrs)

Measured by client outcomes, not product pushes.

Comprehensive Wealth Management

Personalized portfolios, ongoing rebalancing, risk alignment.

Learn about Wealth ManagementAUM, hourly, & fixed-fee options

Strategic Retirement Planning

Tax‑efficient withdrawals, Social Security optimization.

See Retirement PathsIncluded via AUM or fixed-fee

Estate & Legacy Planning

Tax-minimizing transfer strategies and legacy design.

Plan Your LegacyFixed-fee planning available

Real outcomes, measured.

Sarah & Michael Torres

"Paid off $80k debt; built emergency fund; investing for two kids."

Read the full case study

Jennifer Liu

"Portfolio +35% while reducing risk; regained retirement confidence."

Read the full case study

Robert Callahan

"Estate navigated, tax burden minimized, charitable legacy setup."

Read the full case study

Fee‑only. Transparent. Fiduciary.

Typical AUM ~1% for accounts under $1M; tiered discounts available for larger portfolios.
Hourly consulting: $350 per hour.
Fixed-fee financial plans starting at $2,500.
No commissions. Fee Transparency Guarantee and 30‑Day Satisfaction Guarantee.

Understanding Advisory Fees (download)

Service	Example Pricing
AUM Management	~1% annually (under $1M)
Hourly Consulting	$350 / hour
Fixed-Fee Plan	From $2,500

Fees disclosed in writing before engagement; pro-rated refunds on termination; see guarantees and policies in footer.

Schedule

Book your complimentary 45‑minute consultation online or by phone.

Book Now

Listen & Learn

We listen first and gather documents via a secure intake packet—no pressure, just clarity.

Plan & Move

Receive a clear plan and options—actionable steps to pursue retirement, legacy, or tax goals.

What our clients say

"We finally sleep at night — WealthWise guided our debt paydown and investing."
WealthWise Advisors
Trusted financial advisory firm empowering individuals and families to achieve their financial dreams through personalized wealth management, comprehensive retirement planning, and expert investment guidance.
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Sarah & Michael Torres

"At 52, my portfolio grew while risk dropped — I feel ready."
Jennifer Liu

"They preserved my family's legacy and reduced taxes."
Robert Callahan

People who steward your future

CFA, CFP, CPA credentials — advisors who listen first and plan with rigor and warmth.

Meet the Team Schedule a Consultation

Ready to regain financial confidence?

Schedule your complimentary consultation.

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