Tailored Financial Planning Pricing

Max perform your money and transition to civilian life

Uniquely Built For You

Winged Wealth Management and Financial Planning believes that  ongoing comprehensive financial planning is the best way for most people to discover and achieve their objectives.  At the same time, we recognize that everyone’s goals and situations vary, so a “one size fits all” approach doesn’t work.  We will therefore work with you to find the plan that fits your needs, and modify it as required over time.  Here’s how we can help:

Comprehensive Financial Planning for-military-veteran-communities.

Comprehensive Financial Planning & Investment Management

Minimum annual fee of $7,000 / $8,000 (single/couple). Maximum annual fee of $17,000. $1,500 One-time onboarding fee (post-Service Agreement). Fees are based on complexity, and most client fees are above our minimums.

Hourly Rate for-military-veteran-communities

Hourly Rate for Meeting/Calls

$350/hr. This may be a good fit if you’d like to have a limited scope discussion about specific financial issues, or if you’d like analysis of discrete concerns such as your current investment portfolio.

One-Time Financial Plan or Project-for-military-veteran-communities

One-Time Financial Plan or Project

$5,000 and up.  Limited-scope planning starting at $3,000. When deciding whether to buy into the Survivor Benefit Plan at military retirement, take the Aviation Bonus, or analyze college savings plans, a limited financial planning scope may be useful. Full comprehensive planning “One-time Plan” engagements are usually priced at or above our annual ongoing planning fee.

Want to know more? Contact us or schedule a complimentary introductory call.