Waller Financial Planning Group (WFPG) provides investment management and financial planning services. WFPG creates customized investment programs based on your goals and risk tolerance. They offer both discretionary and non-discretionary asset management. WFPG also provides financial planning services covering estate, retirement, employee benefits, insurance, and tax planning. WFPG will provide a written financial plan as well as subsequent reviews (generally two times per year).
Assets Under Management$640M
Clients550
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Minimum fee for investment management is $3,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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