Fees

NO HIDDEN FEES

Have you ever noticed how difficult it is to get financial firms to tell you how much they will charge you? Most firms avoid this question. Here is the Wealthquest answer in a simple calculator.

Investments starting below
$350,000

Calculate Fee

Investments starting at
$350,000

Calculate Fee

Investments starting above
$2,500,000

Calculate Fee
Calculator
Annual Percentage

Annual Fee

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Download a Wealthquest Brochure

$5,000 - $350,000

  • Determine priorities
  • Move toward your financial goals monthly
  • Get your mom off your back about saving
  • Fund your life as you establish a family
  • Feel at ease, knowing you have a plan
  • Track progress easily
Get Started Today
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Calculator
Annual Percentage

Annual Fee

Download a Wealthquest Brochure

$350,000 - $2,500,000

  • Manage your investments well
  • Count down to retirement with peace of mind
  • Simplify your estate planning
  • Send your kids to college and enjoy the quiet
  • Dispel your worries with an insurance evaluation
  • Long-term Care planning
  • Tax preparation by people who know your complete financial picture
Get Started Today
×
Calculator
Annual Percentage

Annual Fee

Download a Wealthquest Brochure

$2,500,000+

  • Protect your investments
  • Count down to retirement with peace of mind
  • Execute your estate plan
  • Send your final checks to kids' colleges (throw a party)
  • Evaluate your insurance coverage (so you can enjoy the party)
  • Long-term Care planning
  • Tax preparation by people who know your complete financial picture
Get Started Today

We work together to meet your needs.

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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines the best active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000
 
 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000