Fee-Only Advice

Services

All services offered by Pullman Wealth are fee-only, but you have different options based on your situation and needs. We'll discuss this in our introductory call, but here's an overview.

Comprehensive Financial Planning+ Investment Management

You receive comprehensive financial planning, plus expert investment management. Your fee is based on a percentage of assets managed by Pullman Wealth.

Comprehensive Financial PlanningOnly (Flat Fee)

You receive the same comprehensive financial planning service, without investment management. Your fee is flat, based on complexity. Starting at $3,600/year.

One-Time ComprehensiveFinancial Plan (Flat Fee)

You receive a one-time, comprehensive financial plan. Your fee is flat, based on complexity. Starting at $2,000.

Whether flat fee or asset-based, this is the only fee you will pay. There are no additional charges for phone calls, meetings, paperwork, or anything else. It is one fee, and one fee only.

Schedule an introductory call