How We Are Different
All-in-One
Services
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We offer comprehensive fee-only financial planning and investment management under a unified service model.
Transparent
Fees
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With Fee-Only services our planners never earn commissions and there are no hidden fees – we only accept payment directly from our clients to ensure we are unbiased.
We Live and Work
Where You Do
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We are part of the community. This is where we live and work. Our team believes in giving back to the community and we volunteer our time accordingly.
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Compensation
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Our clients share their financial picture with us, and we share our financial picture with them. See how everyone at MY Wealth Planners is compensated.
Our Services
Comprehensive Wealth Management
- Tax Planning, Estate Planning, Cash Flow, Risk Management, Small Businesses, Rental Properties, Equity Compensation, and more
- Includes investment management under the same service and fee model so your portfolio aligns with your plan.
- Offered as a monthly subscription priced at 0.50% of Net Worth annually, subject to an annual minimum
Investment Management
- For cases where personal financial planning doesn’t apply.
- Portfolios tailored to your financial objectives, beliefs, and
values - Offered as a monthly subscription priced at 1.00% of Assets
Under Management annually
Retirement Plans & Compensation Consulting for Businesses
- Establish retirement plans such as 401(k), 403(b), 457, Pension, Cash Balance, and other employer-based retirement plans
- Benchmarking pay, equity, and incentive compensation structures for high performing teams to drive recruitment and retention
- Retirement plans quoted based on plan size, compensation consulting projects quoted on a fixed-fee basis
Divorce Financial Planning
- For individuals or couples looking to divide assets equitably
and favorably without destroying wealth - Collaboration with other professionals as part of the process,
such as attorneys, accountants, and mediators - Offered as part of Comprehensive Wealth Management
where appropriate
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