The Wealthy Parent (TWP) provides financial planning services to individuals. TWP offers financial planning on a project basis or through ongoing engagements. Planning services cover cash flow, debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. TWP may recommend third-party professionals but does not receive compensation from them.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
The Wealthy Parent offers ongoing financial planning for a recurring monthly fee ranging from $200 to $1,000. The fee depends on the client's needs, complexity, time, research, and resources required.
- The Wealthy Parent Plan: A six-month engagement for a fixed fee of $4,950.
- The Wealthy Parent Ongoing Access: For clients who have completed The Wealthy Parent Plan, this service provides one hour of financial planning support and access to financial planning software for a fixed fee of $495 for a twelve-month engagement.
- The 90-Minute Financial Checkup: A fixed fee of $450 to address specific financial questions.
- Hourly Financial Planning: Available at an hourly rate of $300.
Annual Retainer:$200 - $1,000/year
One-Time Plan:$450 - $4,950
Hourly Rate:$300/hr
Loading...