Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
The Wealthy Parent LLC offers financial planning services on a project or ongoing basis. Services include cash flow management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. They also offer educational seminars.
The Wealthy Parent Ongoing Planning service charges a recurring fixed fee ranging from $200 to $1,000 per month, paid in arrears. The fee is negotiable.
The Wealthy Parent Plan has a fixed fee of $4,950. The Wealthy Parent Ongoing Access is $495 per year. The 90-Minute Financial Checkup is $450. Hourly financial planning is $300 per hour.
IL, United States