Assets Under Management

$10.0M

Number of Clients

Not reported

Number of Advisors

4

Average Client AUM

N/A

AUM per Advisor

$2.5M

Compensation

Fixed/Hourly

About This Firm

Childfree Wealth, LLC offers financial planning, discretionary and non-discretionary investment management, and related advisory services. They primarily employ a passive investment strategy reflecting a client’s goals and risk tolerance. Financial planning covers areas like net worth, cash flow, insurance, retirement, college, and estate planning.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
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Location

TN, United States

4 Advisors at this firm