

Experience Your Wealth, LLC offers one-time financial plans ($2,500 - $7,000), ongoing financial planning (upfront fee of $1,000 - $3,000 plus an annual fee), project-based financial planning (hourly rate of $200-$600), and hourly consulting services ($200-$600/hour). The annual fee for ongoing planning is based on a combination of earned income and net worth, falling into ranges from $10,000 to $30,000 per year. Educational seminars range from free to $10,000. They do not have a minimum account size requirement, but generally work with clients whose income exceeds $400,000 annually, have a net worth over $2,000,000.
Bristol, RI
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Learn about disclosures →John is involved in writing, consulting, and education related to financial planning topics and financial education since April 2022. This takes a few hours per week.
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