Reflective Wealth Planning, LLC
Assets Under Management
$4.0M
Number of Clients
15
Number of Advisors
1
Average Client AUM
$269K
AUM per Advisor
$4.0M
Compensation
Fixed/Hourly
About This Firm
Reflective Wealth Planning, LLC (RWP) offers investment advisory services, including asset allocation strategies and financial planning consulting services such as risk assessment, tax planning, and estate planning. RWP provides discretionary and non-discretionary investment advisory services through managed account programs to individuals and high net worth individuals.
Fee Structure
The Wealth Building Service has a flat monthly subscription fee of $250. Optional discretionary investment management is an additional $200 per month. One-time services for investment withdrawal planning, tax planning, and estate planning are $500 each. The client must commit to a minimum of six months for the Wealth Building Service, totaling $1,500.
Areas of Practice
Location
TX, United States