Our transparent fees reflect our commitment to your financial well-being.
Wealth Advisory Fees
At Moraine Wealth Advisory, we believe in transparent and straightforward communication when it comes to our fees. We understand that making informed financial decisions requires a clear understanding of the costs involved, and we’re committed to providing you with the information you need.
Our fees are structured to reflect the value and expertise we provide, and we strive to ensure they remain competitive within our industry. We’re always happy to discuss our fee structure and answer any questions you may have.
Our transparent fees reflect our commitment to your financial well-being.
Explore our services below to gain a clear understanding of how our expertise can benefit you and how our fees are structured.
We offer a complimentary initial consultation.
During the initial consultation, we’ll discuss your goals, answer your questions, and explore how we can help you achieve financial freedom. This consultation gives you the chance to get to know us and determine if we’re the right fit for your needs.
COST: COMPLIMENTARY
Gain comprehensive guidance and support to navigate your financial journey.
We work closely, providing you with ongoing support and work together to develop personalized strategies that address your unique goals and circumstances, including investment management, retirement planning, tax optimization, and estate planning.
COST: Starting at $4,000
Gain support to navigate the unique challenges faced by business owners.
Our business owner financial planning services provide tailored solutions to help you optimize your business finances, plan for business succession, and achieve your personal and business financial goals efficiently.
COST: $6,000 – $10,000
We help individuals and families manage and grow their wealth.
Whether you’ve accumulated significant wealth or are working towards it, we can help. We provide sophisticated strategies to build, preserve, and distribute wealth, helping you navigate the complexities of wealth management and secure your financial legacy.
COST: Starting at 1.20% per $1,000,000/year (some exceptions apply)
Our by-the-hour services offer a flexible, cost-effective way to access expert financial advice without the long-term commitment. This option is ideal for those looking for targeted support on specific financial matters.
Cost: $350 PER HOUR
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