Simple Pricing That Fits Real Life

Ongoing Financial Planning + Investment Management, Combined in One Clear Model

At KLD Wealth, we believe financial planning should be transparent, flexible, and tailored to your life—not your account balance. That’s why we combine a flat monthly fee for personalized financial planning with a scaled investment management fee, based on the assets we manage on your behalf.

📊 Our Pricing Model

  • $209/month for comprehensive financial planning

  • ~1% AUM for investment management
    (Actual rate may vary depending on complexity and total assets managed)

👥 Best For:

Gen X and Millennial individuals or couples who want ongoing, personalized financial guidance and professionally managed investment portfolios—all in one relationship.

✅ What’s Included:

Financial Planning Services:

  • 📄 Values-based, personalized financial plan

  • 📅 Quarterly review meetings + unlimited support

  • 💸 Cash flow, savings, and debt optimization

  • 🧾 Retirement income planning and projections

  • 💬 Tax planning and Roth conversion strategies

  • 🛡️ Insurance and estate planning guidance

  • 🧠 Coordination with your CPA, attorney, and other professionals

  • 🔒 Access to your secure online financial portal

Investment Management Services:

  • 📈 Tax-efficient, low-cost portfolio management

  • 🔁 Ongoing rebalancing and monitoring

  • 💡 Investment reviews with clear, personalized recommendations

  • 🧩 Strategies aligned with your goals, time horizon, and values

  • ✳️ No commissions, no product sales, no hidden fees

🟢 No investment minimums. No pressure. Cancel anytime.
Just real advice, a long-term partnership, and support you can trust.

💬 Not Sure If This Is Right for You?

If you’ve ever thought:

  • “I don’t just want a plan—I want someone to help me follow through.”

  • “I want to invest wisely but stay aligned with my values.”

  • “I’d love one trusted advisor to help with everything.”

Then this model is built for you.

Need More Information? Read our Blog:

How Much Does Financial Planning Cost? (And Why It’s Worth Every Penny)

Interested
in Working Together?

Get started in 3 easy steps

  • Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.

  • We will create a personalized, high-level overview for you so that you can get a feel for our advice. Whether we work together or part as friends, this overview will be yours.

  • We review your planning overview and discuss how you can start focusing on your ideal retirement lifestyle and worry less about your finances. This is a NO PRESSURE meeting. No sales pitch, no commitments.

  • During your strategy session we will complete your planning overview including opportunities to achieve your goals and dreams. We will not ask you to decide then and there. In fact, we actually want you to sleep on it!

    We schedule a quick meeting for the next day to see if you have any questions and see if you want to get started with us.

    Either way, the plan is yours. No strings attached.