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Choose the Right Path for Your Financial Journey

No matter which plan you choose, you can feel confident knowing that we help our clients:​

  • Gain confidence with a clear financial roadmap.

  • Free up time for what matters most.

  • Confidently pursue their financial goals with professional support.

WealthRoute Plan+

Full-service financial planning with ongoing investment management.

Tax Planning

Cash Flow Planning

Insurance Planning

Asset Protection

Estate Planning

Debt Payoff Plan

Retirement Strategy

Life Planning

College Savings

Risk Management

Investment Management

Tax-Advantaged Investing

Company Benefit Planning

Annual Portfolio Analysis

Right Capital Access

Quarterly review meetings 
+ Check-Ins as needed

Planning Fee: $1250

+ % AUM (on assets we manage for you)

WealthRoute Plan

Tailored financial plan for those who prefer to manage their own investments.

Tax Planning

Cash Flow Planning

Insurance Planning

Asset Protection

Estate Planning

Debt Payoff Plan

Retirement Strategy

Life Planning

College Savings

Risk Management

Investment Plan

Tax-Advantaged Investing

Company Benefit Planning

Right Capital Access

Includes up to 2 hours of support credit (via meetings or email) within 6 months to assist with plan implementation.

Planning Fee: $3000

WealthRoute Investment Management Fees

$0 - $1M  =  .85%
$1M - $3M  =  .70%
$3M - $5M  =  .60%
$5M - $10M  =  .50%
$10M+  =  0.35%

Fee %  only applies to AUM by WealthRoute LLC, held at LPL Financial.

Business Meeting

We pride ourselves on transparent pricing— no hidden fees, no surprises. At WealthRoute, you’ll always know exactly what to expect, so you can focus on reaching your financial goals with confidence.

Current Annual Income
$0 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000+
Current Net Worth
< $2,000,000
$2,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
What services are you looking for?
Financial Plan + Investment Management
Financial Plan Only
Not Sure Yet

Please share any relevant details you would like us to know. If someone else will be participating in the financial planning process, please provide their name and email.

Ready to Start Your Financial Journey?

Please fill out the form below, and we’ll reach out to schedule your Discovery Call.

What to Expect Next:

1. Schedule Your Discovery Call

We’ll start with a meeting to get to know you and understand your financial situation.

 

2. Review Your Goals

We’ll review your unique goals and needs to see if we’re the right fit to work together.

 

3. Take Your Time

You’ll have time to consider if WealthRoute is the best partner for your financial journey.

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