Transparent Pricing
Simple, Honest Fees
Just straightforward fee-only financial planning priced to match your needs.
Tier 1
Essential
Ideal for individuals or couples with straightforward finances who need a clear roadmap to get started.
- Cash flow & budget review
- Debt payoff strategy
- One follow-up meeting
Best for: Early-career professionals & recent graduates
Tier 2
Comprehensive
For those with growing complexity — multiple goals, investments, or life transitions that require a full financial picture.
- Investment portfolio review
- Tax planning strategies
- Insurance & risk analysis
- One follow-up meeting
Best for: Growing families & mid-career professionals
Tier 3
Ongoing Advisory
Continuous guidance for those who want a dedicated CFP® in their corner as life evolves and goals change.
With Assets Under Management
For clients who want Wealth Den Financial to manage their investment portfolio alongside comprehensive financial planning. Fee is assessed as a percentage of assets managed.
- Portfolio management & rebalancing
- Quarterly planning meetings
- Unlimited email & phone access
- Annual plan updates
- Priority scheduling
No Assets Under Management
For clients who prefer to manage their own investments but want ongoing fiduciary financial planning guidance and accountability.
- Comprehensive financial plan
- Quarterly planning meetings
- Unlimited email & phone access
- Annual plan updates
- Priority scheduling
Fee-Only Disclosure: Wealth Den Financial does not receive referral fees or kickbacks of any kind. If there is a commission associated with a product sold in conjunction to the financial plan, there will be a full disclosure statement and suitability breakdown prior to implementation. All recommendations are made with full disclosure of conflicts of interest tied to product sales or suitability requirements imposed by commission-based models. Fees are agreed upon upfront before any work begins.
Not Sure Which Tier Is Right for You?
Book a free 30-minute consultation and we'll help you figure it out — no pressure, no commitment.
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