Wildflower Financial provides comprehensive financial life planning for a flat annual fee. This includes visioning exercises and conversations to clarify financial and life goals. They also offer investment management services to clients who engage them for financial planning. Wildflower Financial operates on a non-discretionary basis, requiring client authorization for each investment recommendation.
Assets Under Management$12M
Clients17
Advisors1
Avg. per Client$690K
Avg. per Advisor$12M
www.linkedin.com/in/jennipher-lommen ·www.facebook.com/wildflowerfinancial ·www.wildflowerfinancial.com
Fee Structure
Planning is included in investment management
Investment management services are available to clients who also engage Wildflower Financial for comprehensive financial planning. The fees for investment management are included in the overall annual planning fee and are not based on a percentage of your portfolio.
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