Services and Pricing
Choose Your Path To Financial Success
We offer two distinctive partnership approaches, each designed to align with your unique financial needs and objectives:
Financial Planning Engagement
OR
Comprehensive Wealth Management
Financial Planning Engagement
*For those seeking clarity and strategic direction
Transform your financial future through our comprehensive planning process:
A financial plan is a structured strategy designed to help clients pursue their financial goals through a comprehensive analysis of their current financial situation and future aspirations. The plan is developed in collaboration with a financial advisor, with the scope of services clearly defined and agreed upon through an engagement letter before the planning process begins.
A flat fee for service is established upfront, helping to ensure transparency in costs based on the selected level of engagement. Upon commencement, clients receive a written financial plan detailing:
- Clearly defined milestones to work toward
- Advisor/client monitoring responsibilities and action items over a predetermined timeframe
While advisors provide recommendations, clients maintain flexibility to exclude specific elements based on personal preferences. Additionally, advisors reserve the right to:
- Limit the scope of an engagement
- Terminate the engagement if essential planning responsibilities—particularly those critical to purusing milestones—are not fulfilled by the client
*Engagement costs vary by plan selection, with the average planning fee currently at $3,000
Comprehensive Wealth Management
*For those seeking ongoing portfolio management and holistic planning
Experience complete financial oversight with our tiered fee structure:
- Up to $500,000: 1.15% annual management fee
- $500,000 to $5 million: 1.00%
- Over $5 million: 0.75%
- Family group pricing available for enhanced value
Comprehensive Wealth Management Includes:
Wealth Management
o Portfolio strategy and oversight
o Risk management
o Asset preservation
o Long-term growth planning
Financial Planning
o Retirement strategy
o Education funding
o Tax efficiency
o Legacy planning
Investment Advisory
o Active portfolio management
o Market opportunity analysis
o Risk-adjusted return optimization
o Regular rebalancing
Risk Protection
o Insurance analysis
o Family security planning
o Asset preservation
o Liability management
Business & Estate Solutions
o Succession planning
o Wealth transfer strategy
o Family legacy design
o Business continuity planning
Ongoing Education
o Market insights
o Strategy sessions
o Financial literacy resources
o Regular progress reviews
OUR COMMITMENT
At RWM Wealth Advisors, we believe in building partnerships that transcend traditional financial services. Through expertise, dedication, and personalized attention, we help you navigate every financial milestone with confidence. Whether you're starting your journey or managing generational wealth, our team provides the sophisticated solutions and steady guidance you need to thrive.
Begin with a complimentary consultation where we'll explore your goals, review your current position, and outline a clear path forward. Contact us to start your journey toward financial confidence.