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
ADVICE-ONLY COMPREHENSIVE FINANCIAL PLANNING
COMPLETE COMPREHENSIVE FINANCIAL PLAN
WITH SPECIFIC INVESTMENT RECOMMENDATIONS
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
Without Investment Recommendations
Research, select, and manage your own investments.
Receive only a recommended asset allocation for your portfolio.
$6,000
$3,000 initial payment, then $500 per month for 6 months
With Investment Recommendations
Receive a recommended asset allocation for your portfolio, plus specific investment recommendations per account
$9,000
$4,500 initial payment, then $750 per month for 6 months
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
Paid monthly. Cancel anytime with 30-day notice.
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 PLANNINGWITH SPECIFIC INVESTMENT RECOMMENDATIONS(for clients who have completed the 6-Month Complete Comprehensive Financial Plan service)
ONGOING COMPREHENSIVEFINANCIAL PLANNINGWITH SPECIFICINVESTMENT RECOMMENDATIONS(for clients who have completed the 6-MonthComplete 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
Without Investment Recommendations
Research, select, and manage your own investments
$4,800
Paid monthly. Cancel anytime with 30-day notice.
With Investment Recommendations
Receive personalized investment recommendations per account
$6,000
Paid monthly. Cancel anytime with 30-day notice.
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.
Cancel anytime with 30-day notice.
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.
Cancel anytime with 30-day notice.
** 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.
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.
ONGOING COMPREHENSIVE FINANCIAL PLANNING& INVESTMENT MANAGEMENT
Includes everything in Ongoing Comprehensive Financial Planning, plus...
Personalized Investment Management
24/7 Account Access
Digital Experience
Access with Website and Mobile App
Quarterly Performance Reports
Manual or Automatic Rebalancing
Account Monitoring
Automatic Recurring Deposits
SIPC-Insured Traditional Investment Accounts
FINRA/SIPC Member Custodian
| Assets Under Advisement | Annual Flat Fee | Equivalent Annual % of Assets |
|---|---|---|
| Below $1 million | $7,500 ($625 monthly) | As Low As 0.75% |
| Between $1 million and $5 million | $10,800 ($900 monthly) | 0.216% to 1.08% |
| Between $5 million and $10 million | $15,300 ($1,275 monthly) | 0.153% to 0.306% |
| Between $10 million and $15 million | $20,400 ($1,700 monthly) | 0.136% to 0.204% |
| Between $15 million and $20 million | $25,500 ($2,125 monthly) | 0.1275% to 0.17% |
| Above $20 million | $30,600 ($2,550 monthly) | No More Than 0.153% |
| Assets Under Advisement | Annual Flat Fee | Equivalent Annual % of Assets |
|---|---|---|
| Below $1 million | $7,500 | As Low As 0.75% |
| Between $1 million and $5 million | $10,800 | 0.216% to 1.08% |
| Between $5 million and $10 million | $15,300 | 0.153% to 0.306% |
| Between $10 million and $15 million | $20,400 | 0.136% to 0.204% |
| Between $15 million and $20 million | $25,500 | 0.1275% to 0.17% |
| Above $20 million | $30,600 | No More Than 0.153% |
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
Some of the financial planning focus areas that can be covered by hourly financial planning include:
Possibilities & Goal Planning
Cash Flow & Budgeting
Debt Management
Digital Assets & Cryptocurrency*
Insurance Planning
Emergency Fund
Purchasing a Home
Risk Management
Business Planning
Education Savings
Employee Benefits Optimization Social Security
Real Estate Investment Planning
Investment Analysis
Personalized Investment Advice
Investment Education
Retirement Planning
Estate Planning Tax Planning
Possibilities & Goal Planning
Cash Flow & Budgeting
Debt Management
Digital Assets & Cryptocurrency*
Emergency Fund Insurance Planning Net Worth Tracking
Purchasing a Home
Risk Management
Business Planning
Education Savings
Employee Benefits Optimization Social Security
Investment Analysis
Personalized Investment Advice
Investment Education
Real Estate Investment Planning Retirement Planning
Estate Planning Tax Planning
2 WAYS TO GET STARTED
Let's Meet First
Want to learn more about me and tell me more about you to see if we're a good match? That sounds great! Let's meet. Go ahead and click the button below to schedule a meeting right now.
Get Started Immediately
Start Your Journey to Financial Freedom Today!
Start Your Journey to
Financial Freedom Today!
Comprehensive financial planning is the right way to go, isn't it? Jump right in, right now, and get started with your financial plan today with a FREE 7-DAY TRIAL, complimentary Financial Planning Experience meeting, and review of your current financial situation. There's NO COST and NO OBLIGATION. Click the button below to see how.
