They offer three membership plans: Essentials ($1,800/year renewal), Strategic ($2,500/year renewal), and Comprehensive ($4,500/year renewal). These plans include financial plan updates, live meetings, and unlimited advisor access via email or chat.
Initial financial plans cost $3,200 (Essentials), $4,500 (Strategic), or $7,800 (Comprehensive) for the first year. Additional assistance outside the plan scope is billed hourly at $500/hour.
594 Broadway, Suite 502, New York, NY, 10012
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Emily is a co-owner of MWEB Ventures Inc., doing business as The Gardens of Weber Manor, a wedding and event planning business. She spends minimal time on this activity, and it is not investment-related.