Easy to Understand Planning and Investment Options

Wealth Management and Investment Management

Wealth Management

Combine Ongoing Financial Planning and Investment Management into one package.

AUM Fee 0.9%-1.25%*

(Recommended Minimum $150,000)

All Investment Management, plus:

  • Quarterly financial planning meetings
  • Develop your goals
  • Customized Portfolios
  • Company Benefit Review and Maximization
  • Align your managed, non-managed and other accounts with your risk tolerance and goals
  • Advice for investments held outside of Unleashed Financial
    • Employer retirement plans
    • Restricted Stock Units
    • Employee Stock Purchase Plan
  • Anytime access (email, phone, and scheduled meetings)

*tiered fee schedule

    • $0 - $250k @ 1.25%
    • $250k - $1M @ 1%
    • $1M - $2M @ 0.9%
    • >$2M Negotiable

Investment Management

AUM Fee 0.7%

(No Minimum)
  • Portfolios built and managed to your investment goals and time frames
  • Global diversification aligned with your risk tolerance
  • Regular Portfolio Rebalancing
  • Quarterly Newsletter
  • Anytime email access
  • Financial Planning portal*

*MoneyGuidePro portal with initial setup and annual review available on request

Contact Me

Hourly Planning


(2 Hr Minimum)
  • Budget Creation
  • Debt Analysis
  • Goal Creation
Contact Me

My Networks

National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

XY Planning Network

Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.

Certified Financial Planner

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.