Our financial planning services are extensive and wide-ranging, but our pricing is simple and affordable.
With so many assembly line approaches to wealth management out there, we believe that your finances need a real person, not a computer algorithm. We create comprehensive financial solutions and personalized action plans designed just for you.
Are You Ready?
Be Prepared for Retirement: Flat Fee, No Surprises
We offer a one-time set up fee of only $299, and after that, the price for comprehensive financial planning depends on the solutions you need to be prepared for an independent retirement. Regardless of whether or not you decide to continue working with us, you will still walk away with a financial plan you can actually use. This is not a plan to get you to buy investment products. If you’re not satisfied with your initial plan, you don’t pay. At Lethemon Financial, we ensure your happiness in working with us. If, for whatever reason, you are not completely satisfied with your initial plan, we will refund your entire one-time set up fee.
Ongoing Financial Planning and Portfolio Management
After completing your initial WealthVision Financial Plan, you will have the option to continue working with us on an ongoing basis.
Premium Access—$99 Per Month
- Ongoing monitoring of your WealthVision Financial plan to track progress toward your goals.
- Technical support with linking accounts and setting up budgets within your plan.
- Customized 401(k) recommendations for up to 2 plans that you are actively participating in.
- Your own personal financial homepage where you can view your plan 24/7.
- Account aggregation assistance, so you can see all of your financial accounts in one place.
- Access to “the Vault”—your secure online document storage.
- Exclusive webinars and educational materials.
- Cancel anytime with no penalties.
Full service asset management using our innovative asset allocation “tilting” process to customize a portfolio to your individual needs and goals. Most of our portfolios are offered through the Strategic Asset Management Account platform.
- Flat annual fee of 1.5% of the assets we manage.
- No trading fees.
- No upfront costs or commissions.
- Cancel anytime without questions or penalties.
- Minimum account size $25,000.
Whether you choose to work with us directly through our portfolio management services, enroll in Premium access or both, you get regularly scheduled meetings to review your your progress towards your goals.