Services and Pricing

Choose the level of support that fits your needs today. Whether you want ongoing guidance or a one-time plan, you'll know exactly what to expect.

TWO WAYS TO WORK TOGETHER

Ongoing Wealth Management

For clients who want ongoing investment management and comprehensive financial guidance.

Starting at $500,000 in investable assets*
Advisory fee starts at 1.00% annually

We manage your investments and provide ongoing advice as your financial life evolves.

Services Include:

Professional investment management
Retirement and income planning
Tax-aware investment strategies
Social Security and insurance planning
Estate and beneficiary coordination
Ongoing financial planning and guidance

One-Time Financial Planning

For clients who want a comprehensive plan they can implement on their own.

$2,000 Flat Fee

A comprehensive financial blueprint with a clear action plan for your financial future.

Services Include:

Retirement and cash flow planning
Social Security timing analysis
Insurance and risk review
Debt and savings strategies
Estate and beneficiary review
Financial goals and recommendations
Does not include investment recommendations
See Sample Financial Plan below

Ongoing Wealth Management Fees

Our fee is based on the assets we manage for you and is deducted directly from your investment account.

Assets Managed

$500,000 – $999,999

$1,000,000 – $3,999,999

$4,000,000+

Annual Advisory Fee**

1.00%

0.90%

Custom Pricing

Why Our Fee Structure?

Aligned

Our successis tied to yours

Transparent

You always know excatly what you pay

Simple

The fee is deducted from your account

The applicable percentage is charged on the entire amount of assets under management. Fees are not calculated using a tiered or blended schedule. Additional investment, platform and/or custody expenses may apply.

Financial Plan

See Your Financial Life in One Place

Your personalized financial plan brings everything together to answer the questions that matter:

Can I retire when I want?
How much can I comfortably spend?
Will I run out of money?

Your plan includes:

Net worth and cash flow
Retirement income longevity
Social Security planning
"What-if" scenarios
Monte Carlo analysis
Action steps and recommendations

Sample Financal Plan

Tax Planning Analysis

$400 Per Tax Year

A detailed review of your completed tax return to help identify potential tax-planning opportunities and areas to discuss with your tax professional.***

Review of your most recent tax return
Identification of potential planning opportunities
Tax bracket and cash flow insights
Questions to discuss with your tax advisor

Sample Tax Report - Still Working

Sample Tax Report - Retired

NOT SURE WHICH OPTION IS RIGHT FOR YOU?

Let's start with a conversation. In a 20-minute introductory call, we'll discuss your goals and help you determine which service may be the best fit.

Schedule a 20 Min Call

* AUM Assets under management does not include 401(k)s held with current employer.

** Additional platform and/or custody fees which are dependent upon size of your portfolio and specific investments.

*** The Tax Planning Analysis provided by Diligence Wealth Management is powered by Holistiplan, a third-party tax planning software. This report is intended solely for informational and educational purposes to assist in identifying potential financial planning opportunities. Liz Daffner/Diligence Wealth Management is not a licensed CPA or tax preparer. We do not provide tax preparation services, nor do we sign or file tax returns with the IRS or state authorities. We recommend working with a tax advisor before implementing any ideas from the Tax Report. This analysis does not constitute a formal tax opinion. The insights provided are based on the data contained in the tax returns you provide. While we aim for high accuracy using OCR technology, the report may not reflect all aspects of your specific tax situation. Tax laws are complex and subject to change. You are strongly encouraged to consult with a qualified tax professional (CPA or Enrolled Agent) before implementing any strategies discussed in this report. Diligence Wealth Management assumes no liability for any tax positions taken or penalties incurred by the client.