FDW charges fixed fees for financial planning, typically ranging from $2,500 to $5,000, but can vary based on complexity. The hourly rate for specific financial planning services is $200. For investment management, fees are negotiable, with a maximum annual advisory fee of 2.5% of managed accounts. Clients also pay transaction charges to the broker/dealer, not FDW. Minimum account size is $10,000, but may be waived.