Pricing
Well Lived Wealth offers a variety of planning strategies, divorce financial planning, investment advice and wealth management.
The goal of Well Lived Wealth financial planners is to help our clients gain financial confidence. Our knowledgeable professionals have extensive experience to provide clients with insight on the market, the most appropriate options to protect you and your family, along with wealth building strategies.
Planning at Well Lived Wealth is not a one size fits all experience. We tailor each plan to the individual and their unique circumstances. When meeting with a Well Lived Wealth financial planner, you will be given homework to learn more about you, so each meeting is productive and focused on your goals.
Engagement Pricing Structure
Initial Consultation with a Well Lived Wealth Financial Planner – Complimentary - except for Divorce Planning Introductory Meetings for which there is a $250 fee.
Divorce Financial Planning is $3,000.* The Financial Plan includes 2 meetings after the Introductory Meeting. *Subject to complexity.
Divorce Financial Planning (after divorce) – Client can return for a monthly engagement after divorce is finalized, please see graph to tabulate pricing
New Client Engagement Pricing*
| NET WORTH (not including home) | |||||
|---|---|---|---|---|---|
| Income | $500,000 | $1,000,000 | $5,000,000 | $10,000,000 | $50,000,000+ |
| $250,000 | $1,750 | $3,000 | $4,000 | $5,000 | $8,000 |
| $500,000 | $2,500 | $3,500 | $4,500 | $5,500 | $9,000 |
| $1,000,000+ | $4,500 | $6,000 | $7,000 | $8,000 | $12,000 |
*Price subject to change upon income and net worth verification.
The pricing structure above is a one-time fee for an annual engagement.
You may choose:
One Time Financial Plan: Your introductory meeting is at no charge. There will be 2 meetings following the introductory meeting, with a target completion of 2 months. The pricing is based on the grid above.
To continue with ongoing Financial Planning, (which most clients prefer): Consists of an ongoing relationship with us to keep you accountable towards your goals and course correct along the way. We start with the Financial Plan (pricing chart above) and the typical ongoing price for this is our Assets Under Advisement Investment Charge as listed below.
Investment Pricing
Well Lived Wealth Investment Advisory Pricing is approximately 1.5%.
The amount invested and strategy implemented determines the final pricing.
Annuities, Life Insurance, Disability and Long-Term Care Insurance Pricing
Initial Consultation with a Well Lived Wealth Financial Planner – Complimentary
Financial planners at Well Lived Wealth shop the world of stable insurance and annuity companies. These companies have their own charging structure which will be communicated when this type of investment or product is recommended.
*The purchase of insurance products (life, annuities, etc.) would be subject to additional costs, including commissions.
Equitable Advisors, LLC offers products and services of Linsco/Private Ledger (LPL), a broker/dealer and registered investment advisor. Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors in MI & TN), serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL investment advisory programs offered through Equitable Advisors' Financial Professionals. Equitable Advisors and its Financial Professionals are unaffiliated with LPL Financial. Additional investment advisory programs are offered through third-party program sponsors who are unaffiliated with Equitable Advisors and LPL Financial. PPG-8124560.1 (7/25) (Exp. 7/29)