The Wealthy Parent
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
The Wealthy Parent LLC offers financial planning services on a project or ongoing basis, including cash flow management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. They do not offer investment management services.
Fee Structure
The Wealthy Parent LLC is a fee-only firm. They offer ongoing financial planning for a monthly fee ranging from $200 to $1,000, which is negotiable. They also offer project-based financial plans for a fixed fee of $4,950, ongoing access to financial planning software for $495 per year, 90-minute financial checkups for $450, and hourly financial planning at $300 per hour. Fees are negotiable and depend on the client's needs and complexity.
Areas of Practice
Location
IL, United States