Stalwart Financial Planning provides financial planning services like cash flow analysis, education funding, retirement planning, risk management, and estate planning. They also offer investment advice through consultations and ongoing portfolio supervision. Stalwart Financial Planning acts as a fiduciary, putting clients' interests first.
Assets Under Management$8.5M
Clients32
Advisors1
Avg. per Client$260K
Avg. per Advisor$8.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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