I. 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 aiming 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, ensuring transparency in costs based on the selected level of engagement. Upon commencement, clients receive a written financial plan detailing:

• Clearly defined milestones to pursue
• 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 working toward milestones—are not fulfilled by the client

*Engagement costs vary by plan selection, with the average planning fee currently at $3,000

II. 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: 

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 comprehensive strategies and steady guidance you need to feel confident.

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.