Wealth Management Fees

0.79% up to first $500,000

0.59% on assets between $500,000 to $1 million

0.4% on assets between $1-5 million

0.3% on assets above $5 million

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Assets under management of One Day Wealth are held at either Charles Schwab Institutional, TD Ameritrade Institutional, or Altruist Corp. One Day Wealth does not hold custody of the assets.

For clients who have at least $500,000 of investable assets with One Day Wealth, they qualify for our comprehensive financial planning services at no additional cost. We also offer financial planning services for those who are building their wealth and don’t meet this threshold.

We Have Customized Financial Planning Options for You

All options include access to a CERTIFIED FINANCIAL PLANNER™ Professional
Comprehensive 1-on-1 Financial Planning (On-going)

Establish your own relationship with a CFP® who will get to know you and your unique situation. They will work with you to design a financial life plan using the process mentioned in the financial planning journey above. Because you’ll have a continuous relationship with someone who knows YOU, you won’t have to start from scratch every time you need some guidance or assistance.

Pricing is Based on Net Worth
(Not Including Primary Residence)
Starts at
Annual Retainer Fee. Paid Quarterly or Semi-annually.
(There is No Required Length of Contract)

Service Includes...

Direct Investment Management for First $500,000 in Assets (An Approximate $4,000 value!)
Personalized Comprehensive Guidance through all Financial Planning Topic Areas
Gain Financial Clarity Through Initial Multiple Meeting 90-Day Onboarding Process
Quarterly Strategy Meetings After Initial Onboarding
Unlimited Access to Your Dedicated CFP Professional (You don't have to wait for scheduled meetings)
Achieve Long-term Peace of Mind Knowing that Your Finances Are Optimized for Your Life and Goals
Gain Certainty and Confidence Financially and Reap the Benefits in Other Aspects of Your Life
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Additional Info: This service is charged in the form of a subscription that ranges based on your determined net worth. Since we are confident our ability to deliver true value, there is no required length of contract. We want to earn your business and provide you with the value you deserve. If you would like to know your personalized rate, please Contact Us.

Do you have more than $500,000 worth of investable assets that you’d like us to manage for you? If so, you will qualify to receive our comprehensive financial planning services at no additional cost. Simply refer to our
Wealth Management services for more information on pricing.

*Depending on your payment plan, there may be an up-front fee to cover the first 90-days. There are situations where this fee may be waived or reduced.

Other options if you're not ready for comprehensive financial planning
per hour

Need an expert set of eyes, but don’t need ongoing services? Then the hourly option may be the best option.

Financial Health-check: Receive feedback on your current situation
Need to know whether your current advisor is doing what’s best for you? Are the fees too high?
Need a second opinion?
Would you like to have an expert review and analyze your current investment portfolio for opportunities or risks?
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Project-Based Work
Starting at $1,000 and based on complexity

Do you think that you may need a few sessions with an advisor but don’t think you are ready for an on-going engagement?

Projects may involve some data gathering, review, and analysis by the advisor
Often include multiple sessions or follow-up

*Upon completion of the project, the client may choose to maintain an on-going relationship with the advisor. In these cases, the client may receive transferrable credits toward the purchase of these additional services that are based on the cost of the initial project.

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