PRICING
SIMPLE FLAT-RATE FEES.
NO PERCENTAGES. NO CONFUSION.
MULTIPLE OPTIONS TO MEET YOUR NEEDS.
MULTIPLE OPTIONS TOMEET YOUR NEEDS.
WHICH SERVICE IS RIGHT FOR YOU?
WHICH SERVICE ISRIGHT FOR YOU?
Do you want to manage your own investments or professional management of your investments?
Do you want a one-time financial plan or continuous/ongoing financial planning?
ADVICE-ONLY COMPREHENSIVE FINANCIAL PLANNING
COMPLETE COMPREHENSIVE FINANCIAL PLAN
6 Months of Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Keep Your Accounts Where They Are
Manage Your Own Investments
Accountability
Budgeting Tool
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
6 Months of Comprehensive Financial Planning
Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Keep Your Accounts Where They Are
Manage Your Own Investments
Accountability
Budgeting Tool
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
$7,500
$3,750 initial payment, then $625 per month for 6 months
Get Started Now!
KEEP IT GOING
STAY ON THE RIGHT PATH TOWARD ACHIEVING YOUR GOALS
As your life changes, your financial plan needs to change with it so that you're able to adapt to new financial risks and opportunities. Once your Complete Comprehensive Financial Plan term has ended, you can continue receiving financial planning and investment advice so you stay on track toward achieving your goals.
ONGOING COMPREHENSIVE FINANCIAL PLANNING(for clients who have completed the 6-Month Complete Comprehensive Financial Plan service)
ONGOING COMPREHENSIVEFINANCIAL PLANNING(for clients who have completed the 6-Month
Complete Comprehensive Financial Plan service)
Ongoing Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Keep Your Accounts Where They Are
Manage Your Own Investments
Accountability
Periodic Review Meetings Budgeting App
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
Ongoing Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Keep Your Accounts Where They Are
Manage Your Own Investments
Accountability
Periodic Review Meetings Budgeting App
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
$6,000 Annually
Paid monthly. Cancel anytime with 30-day notice.
Get Started Now!
HOURLY FINANCIAL PLANNING
HOURLY
FINANCIAL PLANNING
Looking for a review or update to your existing financial plan without a monthly fee?
Hourly financial planning is for you. We'll cover any and all areas you want for a simple hourly rate.
Looking for a review or update to your existing financial plan without a monthly fee?
Hourly financial planning is for you. We'll cover any and all areas you want for a simple hourly rate.
Looking for a review or update to your
existing financial plan without a monthly fee?
Hourly financial planning is for you. We'll cover
any and all areas you want for a simple hourly rate.
$300 / Hour
One-hour minimum
ONGOING COMPREHENSIVE FINANCIAL PLANNING
& INVESTMENT MANAGEMENT
MANAGING YOUR OWN INVESTMENTS ISN'T FOR EVERYONE
STRATEON INTELLIGENT WEALTH CAN MANAGE YOUR INVESTMENTS SO YOU DON'T HAVE TO
Personalized Portfolios
Many advisors will manage your portfolio with models they use for all of their clients. Strateon Intelligent Wealth customizes your portfolio for your goals, values, risk tolerance, and personal preferences.
No Asset Minimums
Many advisers will only work with you if you have a minimum amount of assets to manage. Not Strateon Intelligent Wealth. If you've just made your first $100 contribution to your retirement account, or even if you still need to open your account, Strateon Intelligent Wealth is happy to help you.
Digital Assets
Most advisors cannot or will not provide advice and management of bitcoin and other digital assets, but as a Certified Digital Asset Advisor (CDAA) and Certified Blockchain & Digital Assets Advisor (CBDA), Strateon Intelligent Wealth has the expertise and willingness to help you invest in the newest asset class if it's the right investment for you.*
ONGOING COMPREHENSIVE FINANCIAL PLANNING& INVESTMENT MANAGEMENT
Includes everything in Ongoing Comprehensive Financial Planning, plus...
24/7 Account Access
Digital Experience
Access with Website and Mobile App
Quarterly Performance Reports
Manual or Automatic Rebalancing
Account Monitoring
Automatic Recurring Deposits
Cash Management Account with High Interest APY
FDIC-Insured Cash Management Account
SIPC-Insured Traditional Investment Accounts
FINRA/SIPC Member Traditional Account Custodian
Optional Billing to Traditional Investment Accounts
Traditional Accounts Only
Brokerage, IRA, Roth IRA, SEP IRA, Solo 401(k), Trust, etc.
$12,000 Annually
Paid monthly or quarterly. Plus initial fee of $3,000.
Initial fee waived for existing clients.
With Digital Asset Accounts
for investing in Bitcoin and other cryptocurrencies*
$18,000 Annually
Paid monthly or quarterly. Plus initial fee of $4,500.**
Initial fee waived for existing clients.
Get Started Now!
** Additional fees for custody and/or trading for digital asset accounts may apply and are charged to the managed account by the custodian and/or technology platform provider. Strateon Intelligent Wealth does not receive any additional compensation for or from trading or custodial fees.
