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
Financial Planning 1st Meeting: An initial consultation called a "Story Swap" Session with a Well Lived Wealth Financial Planner is complimentary.
Divorce Financial Consultations: A meeting with a Certified Divorce Financial Analysis PROFESSIONAL® is called a "Reclaim Your Worth" Session is a one hour meeting with a $250 fee. Follow-on work related to Divorce Financial Planning after a Reclaim Your Worth Session will be charged at $300 per hour. *Subject to complexity.
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 cost and covers a series of meetings to develop and prepare your customized financial plan, as well as assist with its implementation. All Well Lived Wealth advisory clients will have a minimum of one annual "Keep it Current Session" as part of our service to them.
Investment Pricing
Well Lived Wealth's annual asset-based fees range from 0.75% - 1.35% depending upon your account value. Additional manager fees and expense ratios may apply depending on the type of account. Fee reductions are evaluated during annual meetings. Advisory fees are debited quarterly based on the average daily balance.
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)