Pricing- Wela Financial Advisory

Pricing

We offer three types of client relationships and the fee schedules can be found below:

Introductory Meeting

Starts at $2,700

personalized financial plan
‍
specific and actionable recommendations

top areas of opportunity and improvement
‍
‍

Best For

self implementers who don't want an on going relationship

Flat Fee

$100/month minimum
‍
$225/month maximum

Simple Pricing

based on your unique financial landscape.

Paid Monthly

via ACH from your bank account

Client Meetings

2 proactive meetings per year

Unlimited as needed, Zoom, phone, and emails.

Understand You

and your unique financial situation and goals

Educate You

and build a financial plan you understand.

Ongoing learning and help you feel confident

Solve Problems

and address financial concern and paint points, not sell products

Monitor Progress

and keep you accountable to your financial goals.

Keep in Touch

through an on-going partnership and stay up to date

24/7 online portal access

Tangible Results

and positive financial outcomes from your actions and our recommendations

Click here to see entire fee schedule

Our required minimum for investments is $300,000

Managed Assets

Actual Fee %

$300,001-$500,000

0.84%

$500,001-$1,000,000

0.70%

$1,000,001-$2,000,000

0.57%

$2,000,001-$3,000,000

0.50%

$3,000,001 +

0.44%

Example Scenario

Our advisory fee is based on your account value at the end of the previous month

$500,000

Managed Assets on October 31

$350

November Fee

Fee Breakdown

Annual Fee (.84%) / 12 =
Monthly Fee (.07%)

Ongoing Financial Planning

included w/ investment management

Plans Under $2 Million

Flat Fee Only

$3,000 to $7,500*

Fee can be paid directly from plan assets or invoiced directly to company as business expense

Plans $2-20 Million

% of plan assets fee

.25% to .50%*

Fee can be paid directly from plan assets or invoiced directly to company as business expense

Plans Over $20 Million

Flat or % of plan assets fee

Customized Pricing*

Fee can be paid directly from plan assets or invoiced directly to company as business expense

‍

Factors determining pricing

# of plan participants / account balances
Overall level of help needed/wanted
Overall level of education/engagement wanted

_{*The fee listed above is the annual fee amount. Depending on the fee arrangement, it can be paid annually, quarterly, or monthly.}

Pricing

Plans Under $2 Million

Flat Fee Only

$3,000 to $7,500*

Plans $2-20 Million

% of plan assets fee

.25% to .50%*

Plans Over $20 Million

Flat or % of plan assets fee

Customized Pricing*

Not ready to talk yet?