Pricing & Fees

The Total Fee for your situation will be provided before we start working together.

FIRST YEAR

$500 – $15,000

Financial Planning/Plan Implementation/Accountability + Optional 1% of AUM Investment Management

$500 – $2,000
QUARTERLY

+ Optional 1% of AUM Investment Management after

Services Included

  • Online Portal

  • Quarterly Meetings

  • Ongoing Education

  • Goal Planning

  • Education Planning

  • Insurance Planning

  • Tax Planning

  • Quarterly Meetings (3 month snapshot + action items + Communication to Advisor anytime Online)

  • Cash Flow Management
  • Investment Planning
  • Charitable Strategies
  • Debt Repayment
  • Emergency Fund Building
  • Equity Comp. Planning
  • Estate Planning

Financial Planning for Every Phase of Life.

Finances change depending on what phase of life we’re in.
We’re here to guide you through it all.

Three Phases Wealth Advisors, LLC (“Three Phases Wealth Advisors”) is a registered investment advisor offering advisory services in North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Three Phases Wealth Advisors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Three Phases Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.