Childfree Wealth
Assets Under Management
$10.0M
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
$2.5M
Compensation
Fixed/Hourly
About This Firm
Childfree Wealth provides financial planning, discretionary and non-discretionary investment management, and related advisory services. They primarily employ a passive investment strategy reflecting a client’s goals and risk tolerance, rebalancing when necessary. Financial planning covers areas like net worth, cash flow, insurance, retirement, college, and estate planning.
Fee Structure
The annual fee for comprehensive financial planning and investment management ranges from $10,000 to $15,000, payable monthly or quarterly in advance. Quarterly financial planning is offered for $5,000 annually, payable quarterly in advance. Self-directed financial planning via the Childfree Wealth Academy is $100 monthly. Hourly financial planning ranges from $250 to $750 per hour. Fees are negotiable at the firm's discretion and subject to a 3% inflation rate.
Areas of Practice
Location
TN, United States